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Financial Modelling Associate Director

United Kingdom, London · Job Posted May 20, 2026
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Job Description

Our Modelling team supports clients with financial modelling across the whole umbrella of Advisory services, with four main focus areas: Transactions and fundraising, Strategic planning and decision support, Restructuring and insolvency, Funds and valuations. Financial models underpin almost all business decisions and all corporate transactions. We build, review and amend models across all sectors, and our tools and analysis help our clients understand the impact of their decisions before they make them. Our priority is delivering tools that are easy to understand, as well as flexible and robust in the face of change. Most of our work is executed in Microsoft Excel, with some use of other programming languages. The Associate Directors in the team are responsible for leading the delivery of modelling assignments, and for executing work of the most complex nature.

Job Responsibility

  • Run modelling assignments on a day-to-day basis and maintain strong client relationships
  • Execute and review modelling work with a great degree of autonomy and expertise
  • Plan and develop financial models and other tools for clients, or assist in their design and development
  • Review financial models built by clients and their advisers and compile initial views and findings
  • Update and run financial models to provide analysis to support the firm's wider deliverables
  • Review the modelling work of team members, ensuring technical excellence and brand compliance, and giving appropriate guidance and feedback
  • Understand the results of models and engage with clients and colleagues in meaningful dialogue about the implications
  • Prepare model specification and user guide documents to a high standard, requiring minimal amendments by the partner/director
  • Manage risk on modelling assignments, including drafting and reviewing engagement letters
  • Lead the pursuit process for new opportunities, including understanding client requirements and drafting proposals
  • Proactively contribute to the team's marketing efforts, including attending networking events, preparing presentations and marketing collateral
  • Contribute to reports being prepared by other Advisory teams
  • Manage your time and that of the team and deliver work in line with agreed budgets, monitoring time and costs and advising the partner/director/client as appropriate
  • Provide coaching and training to junior team members
  • Contribute to the operational and interpersonal success of the team

Requirements

  • Experience in a directly comparable Big 4 or similar modelling team
  • Currently holding a senior manager or equivalent grade
  • Excellent Excel proficiency and familiarity with advanced techniques
  • Strong understanding of modelling best practice ideas
  • Highly numerate with strong communication skills
  • Logical approach to problem-solving, attention to detail
  • A track record of collaboration with clients and colleagues
  • Strong accounting skills and understanding of cash and working capital cycles
  • Educated to degree level or equivalent, preferably in a numerate degree
  • ACA or CA qualified or equivalent

Nice to have

  • Experience of coaching and/or mentoring others
  • Have a defined specialism in a relevant target industry sector, or modelling specialism such as operational change or restructuring, is desirable
  • Experience with VBA programming or PowerBI
  • Experience of business development and relationship building

What we offer

  • life cover
  • income protection
  • matched pension
  • screening
  • dental and eye care
  • Doctor@Hand
  • mortgage advice
  • will writing
  • investment accounts
  • buying holiday
  • bike schemes
  • discounts
  • cashback
  • flexible working
  • reduced hours

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