Financial Modelling Analyst

A Financial Modelling Analyst at Fulcrum Infrastructure Management plays a key role in the development, modification, and audit of financial models for project financing. Responsibilities include performing bespoke financial analysis for asset buyouts and refinancing, updating financial models with actuals, conducting scenario and sensitivity analyses, and supporting quarterly asset valuations. The analyst will also liaison with stakeholders and provide training related to financial modelling.

To qualify for the Financial Modelling Analyst position at Fulcrum Infrastructure Management, candidates should hold a Finance or Quantitative degree, along with 1-2 years of professional financial modelling experience. Comprehensive knowledge of management reporting, statutory audits, and modelling best practices is also essential, along with proficiency in tools such as VBA and Power BI.

Fulcrum Infrastructure Management offers a competitive benefits package for Financial Modelling Analysts, which includes opportunities for flexible and hybrid working, an annual bonus, private medical benefits covering dental and optical care, life insurance, and a robust pension scheme with company contributions up to 9%. Additionally, the company prioritizes personal development and provides numerous opportunities for career progression.

At Fulcrum Infrastructure Management, employee development is viewed as a key to success. The company provides various training opportunities, including modelling-related training courses that allow Financial Modelling Analysts to enhance their skills and expertise. The supportive company culture encourages personal growth and innovation, ensuring employees can thrive.

The application process for the Financial Modelling Analyst position at Fulcrum Infrastructure Management includes a thorough approach. Initially, applications and CVs are screened, followed by a case study or competency test conducted remotely. Successful candidates will partake in a two-stage interview process, first with the Head of Financial Modelling and then with the CEO and Head of HR, which will include a profiling assessment before the second stage.

When discussing your financial modelling experience, focus on specific projects you've worked on, the types of models you have created, and how these models impacted decision-making. Highlight your familiarity with techniques, tools like VBA and Power BI, and any auditing experience, as this shows your capability and knowledge.

It's important to demonstrate your understanding of modelling best practices. Discuss aspects such as clarity in structure, clear documentation, scenario planning, sensitivity analysis, and compliance with statutory audits. Show how you ensure accuracy and reliability in your financial models.

To ensure the accuracy of financial models, I emphasize thorough review processes, including cross-checking calculations, validating inputs against actuals, and performing rigorous testing. I also involve peers during the review to catch any potential errors.

Detail a specific challenging project where you encountered hurdles, such as tight deadlines or complex data sets. Discuss the strategies you employed, like breaking down the project into manageable tasks, collaborating with team members, or utilizing advanced modelling techniques to achieve success.

Collaboration is key in financial modelling. Share your experience in working with diverse teams by emphasizing open communication, understanding the different objectives of departments, and aligning financial models with the broader goals of stakeholders involved.

I typically prefer tools like Excel, VBA, and Power BI for financial modelling due to their flexibility, ease of use, and compatibility with analytical tasks. Each tool serves a purpose, from creating models to visualizing data insights, making them invaluable in my work.

When facing tight deadlines, I prioritize effective time management and focus on delivering quality outputs without compromising accuracy. I strategically break down my workload into smaller tasks, allocate time efficiently, and communicate with my team to ensure we're on track.

I believe the most critical aspect of financial modelling is ensuring all assumptions and input data are substantive and based on realistic scenarios. This foundation allows for meaningful outputs that stakeholders can trust for making informed decisions.

To stay informed about the latest financial modelling trends, I regularly read industry publications, participate in webinars, and network with professionals in the field. This continuous learning is vital for adapting and improving my financial modelling techniques.

Share a case where your financial modelling directly influenced a significant business decision. Emphasize the impact of your analysis, how it helped clarify options available to stakeholders and strengthened the strategic direction of the investment or project.