Marks Sattin
Manager - Financial Data Modelling, Transaction Services
⭐ - Featured Role | Apply direct with Data Freelance Hub
This role is for a Manager - Financial Data Modelling in London (Hybrid, 3 days in-office) with a contract length of "unknown" and a pay rate of "unknown." Requires 6-10 years' experience in financial analysis, expert Excel skills, and knowledge of Power Query and VBA.
🌎 - Country
United Kingdom
💱 - Currency
£ GBP
-
💰 - Day rate
Unknown
-
🗓️ - Date
November 12, 2025
🕒 - Duration
Unknown
-
🏝️ - Location
Hybrid
-
📄 - Contract
Unknown
-
🔒 - Security
Unknown
-
📍 - Location detailed
London
-
🧠 - Skills detailed
#Macros #SQL (Structured Query Language) #Microsoft Power BI #Process Automation #Automation #Datasets #BI (Business Intelligence) #Snowflake #Scala #Version Control #VBA (Visual Basic for Applications)
Role description
Excel Modeller - Financial Data Modelling & Process Design
Location: London (Hybrid 3 days per week in the office)
Are you an Excel expert with a passion for financial data and process automation? This is your opportunity to take a high-impact role at the intersection of finance, data, and technology, helping to shape next-generation data collection and valuation processes for a leading investment environment. What You'll Do
• Design advanced Excel templates for P&L, balance sheet, cash flow, and KPI data across portfolio companies.
• Implement data validation, consistency checks, and version control for clean, auditable data.
• Automate workflows using Excel formulas, VBA/macros, Power Query, and integrate with external systems like Snowflake.
• Collaborate with finance and tech teams to streamline data flows and improve reporting accuracy.
• Drive process improvement and governance, standardizing KPIs and reporting structures. What We're Looking For
• 6-10 years' experience in financial analysis, data process design, or financial systems integration (Big 4 FDnA / TS or PE/Asset Management background ideal).
• Expert Excel skills - structured templates, large datasets, external system integration.
• Strong understanding of financial statements, KPIs, and data validation principles.
• Experience with Power Query, VBA/macros, and database connections (Snowflake, SQL, APIs).
• Bonus: Familiarity with Chronograph, 73Strings, Power BI, and ACA/CFA/CIMA qualifications. Why Join?
• Work on cutting-edge data solutions for a global investment environment.
• Collaborate with finance and technology experts to shape scalable processes.
• Be part of a forward-thinking team driving automation and efficiency.
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.
Excel Modeller - Financial Data Modelling & Process Design
Location: London (Hybrid 3 days per week in the office)
Are you an Excel expert with a passion for financial data and process automation? This is your opportunity to take a high-impact role at the intersection of finance, data, and technology, helping to shape next-generation data collection and valuation processes for a leading investment environment. What You'll Do
• Design advanced Excel templates for P&L, balance sheet, cash flow, and KPI data across portfolio companies.
• Implement data validation, consistency checks, and version control for clean, auditable data.
• Automate workflows using Excel formulas, VBA/macros, Power Query, and integrate with external systems like Snowflake.
• Collaborate with finance and tech teams to streamline data flows and improve reporting accuracy.
• Drive process improvement and governance, standardizing KPIs and reporting structures. What We're Looking For
• 6-10 years' experience in financial analysis, data process design, or financial systems integration (Big 4 FDnA / TS or PE/Asset Management background ideal).
• Expert Excel skills - structured templates, large datasets, external system integration.
• Strong understanding of financial statements, KPIs, and data validation principles.
• Experience with Power Query, VBA/macros, and database connections (Snowflake, SQL, APIs).
• Bonus: Familiarity with Chronograph, 73Strings, Power BI, and ACA/CFA/CIMA qualifications. Why Join?
• Work on cutting-edge data solutions for a global investment environment.
• Collaborate with finance and technology experts to shape scalable processes.
• Be part of a forward-thinking team driving automation and efficiency.
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.
