Manager - Financial Data Modelling, Transaction Services
other jobs Marks Sattin recruitment
Added before 3 Days
- England,London,City of London
- Full Time, Contract
- £500 - £600 per day
Job Description:
Excel Modeller - Financial Data Modelling & Process Design Location: London (Hybrid 3 days per week in the office)
Are you an Excel expert with a passion for financial data and process automation? This is your opportunity to take a high-impact role at the intersection of finance, data, and technology, helping to shape next-generation data collection and valuation processes for a leading investment environment.
What You’ll Do *Design advanced Excel templates for P&L, balance sheet, cash flow, and KPI data across portfolio companies.
*Implement data validation, consistency checks, and version control for clean, auditable data.
*Automate workflows using Excel formulas, VBA/macros, Power Query, and integrate with external systems like Snowflake.
*Collaborate with finance and tech teams to streamline data flows and improve reporting accuracy.
*Drive process improvement and governance, standardizing KPIs and reporting structures.
What We’re Looking For *6-10 years’ experience in financial analysis, data process design, or financial systems integration (Big 4 FDnA / TS or PE/Asset Management background ideal).
*Expert Excel skills - structured templates, large datasets, external system integration.
*Strong understanding of financial statements, KPIs, and data validation principles.
*Experience with Power Query, VBA/macros, and database connections (Snowflake, SQL, APIs).
*Bonus: Familiarity with Chronograph, 73Strings, Power BI, and ACA/CFA/CIMA qualifications.
Why Join? *Work on cutting-edge data solutions for a global investment environment.
*Collaborate with finance and technology experts to shape scalable processes.
*Be part of a forward-thinking team driving automation and efficiency.
We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We’re committed to protecting the privacy of all our candidates and clients, please visit https://privacy and https://en/privacy-policy-1 for our privacy policy.
Are you an Excel expert with a passion for financial data and process automation? This is your opportunity to take a high-impact role at the intersection of finance, data, and technology, helping to shape next-generation data collection and valuation processes for a leading investment environment.
What You’ll Do *Design advanced Excel templates for P&L, balance sheet, cash flow, and KPI data across portfolio companies.
*Implement data validation, consistency checks, and version control for clean, auditable data.
*Automate workflows using Excel formulas, VBA/macros, Power Query, and integrate with external systems like Snowflake.
*Collaborate with finance and tech teams to streamline data flows and improve reporting accuracy.
*Drive process improvement and governance, standardizing KPIs and reporting structures.
What We’re Looking For *6-10 years’ experience in financial analysis, data process design, or financial systems integration (Big 4 FDnA / TS or PE/Asset Management background ideal).
*Expert Excel skills - structured templates, large datasets, external system integration.
*Strong understanding of financial statements, KPIs, and data validation principles.
*Experience with Power Query, VBA/macros, and database connections (Snowflake, SQL, APIs).
*Bonus: Familiarity with Chronograph, 73Strings, Power BI, and ACA/CFA/CIMA qualifications.
Why Join? *Work on cutting-edge data solutions for a global investment environment.
*Collaborate with finance and technology experts to shape scalable processes.
*Be part of a forward-thinking team driving automation and efficiency.
We are happy to provide application and/or accessibility support, please contact your Marks Sattin or Grafton consultant directly to discuss your needs. We’re committed to protecting the privacy of all our candidates and clients, please visit https://privacy and https://en/privacy-policy-1 for our privacy policy.
Job number 3104168
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Company Details:
Marks Sattin recruitment
Company size: 100–249 employees
Industry: Accountancy
We are a heritage recruitment brand, innovating and leading by example for over 30 years. We specialise in sourcing the very best talent for a variety...