Bullpen Talent

Financial Modeler

2mo ago
WorldwideRemote
Bullpen Talent

Financial Modeler

2mo ago
WorldwideRemoteexcelfinancial modeling

Contract role building detailed financial models from scratch using Excel for a U.S.-based AI technology company in finance.

How to apply

  • All candidates will complete a ~3-hour take-home Excel modeling exercise.
  • Designed to reflect real-world modeling work
  • Must be completed independently in Excel
  • Candidates who are hired will be paid for this exercise

Other

  • We are partnering with a U.S.-based technology company building advanced AI systems focused on financial modeling and decision-making.
  • The goal is to train AI to think like real financial professionals — how models are built from scratch, how assumptions are structured, and how decisions are made using financial models.
  • This is a hands-on Excel modeling role. You will be expected to build detailed financial models from a blank spreadsheet and clearly explain your logic.
  • We prioritize strong model builders over specific domain experience. Candidates from investment banking, private equity, credit, or corporate finance are encouraged to apply if they have built full models from scratch.
  • Building financial models from a blank spreadsheet
  • Structuring assumptions, drivers, and logic
  • Linking full model flows (cash flow, debt, returns, scenarios)
  • Debugging and improving model accuracy
  • Explaining why a model works, not just producing outputs
  • Dashboards, reporting, or data visualization
  • Traditional FP&A roles focused primarily on reporting, budgeting, or dashboards without hands-on financial model building
  • Reviewing credit without building models
  • High-level strategy without hands-on modeling
  • Using AI tools to generate models
  • Strong candidates have built full financial models end-to-end (e.g., LBO, 3-statement, credit, or project finance models) and can clearly explain every component of the model.
  • You must have deep, hands-on experience building full financial models from scratch in at least one of the following areas. We value strong model builders who can adapt across domains.
  • Credit & Lending Models
  • - 3-statement borrower models
  • - Cash flow-based lending and debt sizing
  • - Covenant modeling (DSCR, leverage, coverage ratios)
  • - Loan structuring and scenario analysis
  • Private Equity (LBO Modeling)
  • - Full LBO models built from scratch
  • - Sources & uses, debt schedules, returns (IRR/MOIC)
  • - Operating models with sensitivities and exit scenarios
  • Asset-Based Lending (ABL) (optional / less common)
  • - Borrowing base models (AR, inventory)
  • - Advance rates, eligibility, dilution
  • - Collateral-driven lending structures
  • Structured Finance / Asset-Backed Securities (ABS) (optional / less common)
  • - Cash flow waterfall models
  • - Tranching, credit enhancement, loss assumptions
  • - Prepayment/default scenario modeling
  • Risk & Portfolio Modeling
  • - Scenario and stress-testing models
  • - Loss modeling (default, recovery, exposure)
  • - Portfolio-level analysis driven by model outputs
  • Note: Candidates with strong experience in LBO or credit modeling are highly relevant, even without direct ABL or structured finance experience.
  • Build financial models from scratch in Excel across different use cases
  • Review and debug models built by others
  • Identify incorrect assumptions, broken logic, and risks
  • Analyze relationships across cash flow, debt, and returns
  • Clearly explain financial logic and decision-making
  • Translate real-world financial thinking into structured outputs
  • 2–10 years of experience in finance roles with heavy modeling exposure
  • Proven ability to build models from a blank spreadsheet (no templates)
  • Experience building decision-driving models (not just outputs or summaries)
  • Strong understanding of how models are used in real financial decisions
  • High attention to detail and model accuracy
  • Strong communication skills (English required)
  • Your experience is primarily:
  • Reviewing modes, making small updates, focused on pitch decks, comps, or outputs without building full models
  • FP&A reporting, budgeting, or dashboards
  • Credit review without hands-on model building
  • BI tools, analytics workflows, or reporting automation
  • Or:
  • You have not built full financial models yourself
  • You rely heavily on templates, tools, or AI to generate models
  • You are not comfortable explaining your work in detail
  • Candidates from investment banking, private equity, debt, credit, corporate finance, treasury, quantitative finance, or related modeling-heavy backgrounds are encouraged to apply if they have built full financial models from scratch, regardless of your specific domain background.