Financial Modeling Expert (IB / PE / Consulting)

AI labs need finance work produced to a professional standard so their models can learn from genuine expert reasoning.

You produce institutional-grade casework: an in-depth Excel model paired with a presentation document (deck or memo). You take a realistic, forward-looking mandate, for example a leveraged buyout of a German industrial by a UK-based sponsor, and build the full deliverable yourself, from assumptions through to outputs and narrative. You submit it, a reviewer checks it against the acceptance criteria, and once it is approved you are paid in full. Your judgment as a finance professional is the product, so the work has to reflect how you would really do it, not an AI-generated shortcut.

There are six case types:

1. Pitch, Buyside Opportunity (M&A): banker-style acquisition pitch with target overview, strategic rationale, valuation (DCF plus trading/transaction comps), synergies, accretion/dilution, and financing considerations.

2. Pitch, Strategic Options / SOTP: sum-of-the-parts review of a multi-segment business, with segment-level modeling and valuation, break-up vs. hold analysis, and divestiture or carve-out scenarios.

3. Client, Sellside Materials (Teaser / CIM): marketing documents for a sale process, from a short teaser to a full information memorandum covering business, market, financials, and outlook.

4. Fairness Opinion: board-ready valuation defensibility triangulating multiple methodologies (DCF, comps, precedents, LBO check), with a football field and sensitivity tables.

5. Market Report: an industry study covering market sizing, growth drivers, competitive landscape, value chain, and M&A activity and outlook.

6. Preliminary Investment Committee Memo: a buy-side internal memo with investment thesis, business quality, returns math (entry/exit, IRR bridge), key risks and mitigants, and a diligence plan.

About sectors

Pick companies you know well, ideally US or European. Please avoid cases focused on banks or insurers (other financial institutions and fintech are fine), real estate, and oil and gas. Power and utilities, mining, and infrastructure are all fine.

Key Responsibilities
Build complete financial models from a given mandate (LBO, DCF, M&A, three-statement, valuation)
Produce the accompanying PowerPoint deck to investment-committee standard
Own each task end to end, from assumptions and model architecture through to outputs and story
Document your methodology and reasoning so the work is auditable
Respond to structured feedback and revise until the deliverable meets the acceptance criteria
Confirm no confidential or client-identifying data is used, working only from public or illustrative information
Ideal Qualifications
Minimum 2-3 years of experience in banking or PE, ideally in Europe or the US, at a top-tier institution
MBB consulting background (e.g. McKinsey) with relevant finance exposure also acceptable
Fluent building models from scratch across LBO, DCF, M&A, three-statement, and valuation
Comfortable producing investor-grade PowerPoint alongside the numbers
Based and experienced in the US or Europe
Nice to Have
Sector depth industrials, TMT, healthcare, consumer, power and utilities, or infrastructure
Cross-border transaction experience
A portfolio of past work samples or case studies you can share
What Success Looks Like
Deliverables that pass review on the first or second pass
Models that are correct, clean, and defensible under scrutiny
PowerPoint decks that tell the story that's useful to an investment committee
Genuine depth and efficiency with no AI-assisted shortcuts
Steady throughput, with early tasks taking 15-20 hours and later ones closer to 10-15 as you gain experience
Contract & Payment Terms
$750 per approved task, paid on approval
Project-based and fully remote
A typical task usually takes 10-15 (depending on personal speed and skills)