Financial Modeller/Valuations - Marks Sattin FS

Manager - Financial Modelling (Contract) £500-£650 per day (Umbrella) Location: Central London (4 days in-office, 1 day WFH) Duration: 6-12 months An opportunity has arisen with a leading global private markets investment platform for an experienced Financial Modelling specialist to support a high-profile transformation programme. This role sits at the heart of a firm-wide initiative to modernise portfolio reporting, financial data collection, and valuation processes. You will play a pivotal role in designing scalable Excel-based solutions that underpin decision-making across investment and finance teams. The Opportunity This is a hands-on, high-impact contract role focused on building and optimising financial data infrastructure. You'll work closely with senior stakeholders across finance, portfolio monitoring, and technology to create robust, automated solutions in a complex investment environment. Key Responsibilities • Design and enhance advanced Excel templates to capture financial and KPI data across a diverse portfolio • Build scalable, structured models with strong data validation and auditability • Automate workflows using Power Query, VBA/macros, and advanced Excel techniques • Support data mapping, reconciliation, and integration with wider reporting systems • Improve data quality, consistency, and governance across financial processes • Partner with finance, valuation, and data teams to translate requirements into practical tools • Contribute to broader automation and process improvement initiatives Candidate Profile We're targeting high-calibre contractors with a strong blend of financial expertise and advanced Excel capability. Core requirements: • 5 years + experience in financial modelling, data/process design, or financial systems • Background in Big 4 Transaction Services / Deals / Valuations or a private equity / asset management environment • Advanced Excel skills, including experience building robust, scalable templates and models • Strong understanding of financial statements, KPIs, and data flows • Experience with Power Query, Power Pivot, VBA/macros, and data manipulation Why Apply? • Work on a high-visibility transformation programme within a leading investment environment • Gain exposure to portfolio-level data, valuation processes, and senior stakeholders • Clear scope, autonomy, and the opportunity to make an immediate impact 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.