Financial Modeling Expert (IB / PE / Consulting)

About the project

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)

Skills required