Financial Modeling Job Description
Financial modeling
provides analytic support to CCAR, risk identification and evaluation, stress testing, financial performance, capital planning and adequacy and balance sheet and capital efficiency efforts.
Financial Modeling Duties & Responsibilities
To write an effective financial modeling job description, begin by listing detailed duties, responsibilities and expectations. We have included financial modeling job description templates that you can modify and use.
Sample responsibilities for this position include:
Work with other members of FMG to implement production quality models
Review all model related reports and provide commentary including forecast error reviews
Produce a monthly write-up regarding model performance, prepayment trends, and relative value
Manage research analysts on specific projects
Maintain and enhance the FSB’s long term planning model to produce monthly financial projections and financial performance package for the FSB
Drive ongoing development and enhancement of the FSB strategic operating model with a focus on product level income statements and enterprise alignment efforts
Act as primary business partner to CFO responsible for multiple teams
Lead budgeting, planning, and financial management activities for clients
Spearhead the effort to reduce results variability, analyzing root causes and driving forecasting improvements
Analyze research data and synthesize raw information into insights and recommendations
Financial Modeling Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Modeling
List any licenses or certifications required by the position: CFA, CPA, HFMA, CMA, CA
Education for Financial Modeling
Typically a job would require a certain level of education.
Employers hiring for the financial modeling job most commonly would prefer for their future employee to have a relevant degree such as Master's and Bachelor's Degree in Finance, Economics, Accounting, Engineering, Business, Mathematics, Statistics, MBA, Computer Science, Education
Skills for Financial Modeling
Desired skills for financial modeling include:
MS Office products and understanding of databases
Analytical Tools and MS Office
CCAR and stress testing requirements regulations related to capital planning and risk management
Database programs
Financial services products and processes
Experience pertaining to stress testing
AMA modeling would be an asset
Attribution
Canadian valuation methodologies would be an asset
Finance/Accounting
Desired experience for financial modeling includes:
Access, Power Point and Great Plains a plus
2 to 3 years of financial modeling experience
Demonstrate ability to work well with and motivate a team
Must have a strong desire to learn fixed income valuation, relative value, and risk management
Knowledge of financial theory
Strong knowledge of financial services products (commercial loans, CRE, construction loans and residential mortgages, ) and processes preferred
Financial Modeling Examples
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Financial Modeling Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of financial modeling. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial modeling
- Support the initial strategic, business, and operational review of potential opportunities, providing detailed financial analysis
- Prepare and analyze partner specific financial projections work with team to generate business models for use in growing marketplace
- Advanced quantitative and economic analysis, policy and regulatory research and support, and technical analysis focused on energy sector
- Continued development of industry expertise in energy sector
- Financial modeling using NPV, IRR
- Develop excellent professional oral and written communication skills to establish working relationships with client personnel
- Build and broaden industry knowledge to support organization and function initiatives by taking advantage of local and national training programs
- Review financial results with Senior Management, support the FP&A team to create ad hoc reporting packages
- Manages the relationship with related business partners and ensures that modeling projects are delivered in a timely manner
- Responsible for model design, development, model implementation, model usage, and model governance requirements
Qualifications for financial modeling
- Expert/Mastery of Excel required
- Bachelor's degree required in Business, Finance, or a related field
- Demonstrated proficiency performing analyses at the highest levels
- Minimum of 6+ years experience in financial analysis with progressive work history
- Ability to persuade others through disciplined use of data
- Exceptional dexterity with presentation and spreadsheet tools
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Financial Modeling Job Description
Job Description Example
Our company is looking for a financial modeling. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial modeling
- Leverages industry, economic, and market information to perform model development and other model related activities
- Work with model developers and LOB Finance teams to create or enhance income statement and balance sheet forecasting models
- Support financial projections for stress testing and other risk management exercises
- Support in analyzing and summarizing stress scenario financial projections
- Support process enhancements to ensure a robust and well-controlled infrastructure to support the stress testing process
- Provide support and training to LOB Finance teams to ensure that each team understands the models and their limitations
- Build customized models to value Warner Music catalogs in multiple scenarios
- Collaborate across legal, finance, and administrative departments to obtain and vet model inputs
- Perform secondary analysis to inform and validate findings
- Clearly and concisely present findings and recommendations to executive team
Qualifications for financial modeling
- Bachelor's degree in Business, Finance, Mathematics, Engineering or Computer Science preferred or equivalent work experience
- A bachelor’s degree in engineering or mathematics & computing from top tier institute
- Work with other FMG members to implement models to be deployed on production
- Business degree in accounting, finance, economics or statistics
- Bachelor’s degree in math, economics, business, finance or accounting
- ACA, CIMA, CPA, Chartered Accountant or equivalent preferred
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Financial Modeling Job Description
Job Description Example
Our company is growing rapidly and is hiring for a financial modeling. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial modeling
- Communication with other relevant teams
- Mentoring the team and fostering career growth
- Collaborate closely and communicate effectively with N-based colleagues
- Develop team expertise in using our analytical tools
- Produce financial projections for stress testing and other risk management exercises
- Build and maintain models to calculate liability metrics for all in-scope lines of business, including market value, duration, convexity, and key-rate durations, and analyze sensitivity of these metrics to different liability assumptions
- Work with General Account ALM and Investments teams to model the impact of medium/long-term investment strategies and near-term portfolio repositioning to optimize the company's risk/return profile from a Strategic or Tactical Asset Allocation perspective
- Assist with conversion of existing ALM models from MoSes to Prophet platform
- Monitor industry best practices, including practitioner and academic research, related to ALM and asset allocation tools to better inform the ALM and investment processes
- Perform business and financial analysis, conduct industry research
Qualifications for financial modeling
- MBA a major plus!
- Knowledge of the digital media industry or digital consumer products is a plus
- Prior involvement intern or work experience in scaling a large content or customer acquisition program
- Experience building and maintaining partner relationships and working with leadership on prospecting and closing new partners
- Proficiency with Powerpoint and Excel modeling a must
- Desire to succeed in a fast-paced, innovative, and rapidly evolving industry and organization
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Financial Modeling Job Description
Job Description Example
Our company is hiring for a financial modeling. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial modeling
- Develop financial models and deriving analysis to support transactions, strategic business planning and operational modeling
- Help drive overall business development activities for the Modeling Advisory Practice
- Coach junior practitioners in their growth and make significant contributions to practice and business development initiatives
- Support the development, implementation, execution, and maintenance of the company’s asset- liability modeling platform
- Prepare, analyze, and manage large data sets in a logical and consistent manner in line with best-in-class data governance
- Provide valuation and modeling expertise related to derivatives, fixed income, equity and other complex financial instruments to both internal and external clients
- Provide services related to quantitative modeling, model review and model validation
- Assume responsibility for managing engagements
- Assist, review and mentor junior team members with their deliverable responsibilities
- Work closely with and provide subject matter assistance to audit engagement teams
Qualifications for financial modeling
- Understanding of financial instrument valuation concepts is desired and experience with derivatives and complex financial instruments valuation is a plus
- Strong analytical and computer skills including experience with quantitative analysis technical tools and techniques such as Bloomberg, MATLAB, Monte-Carlo Simulation tools such as Crystal Ball and @Risk, FinCAD, NumeriX, Savysoft TOPS, Principia, Summit, SuperDerivatives are a plus
- Ability to explain difficult financial modeling/valuation concepts to diverse audiences and to experts at various clients
- Background in derivatives finance, including detailed knowledge of derivatives theory and securities pricing and financial instrument types and structures is a plus
- Experience with Asset Liability Management (ALM) or Counterparty Valuation Adjustment (CVA) is a plus
- 3-6 years of relevant work experience required (pricing, risk management, data analysis and quantitative modeling, model development and in-depth knowledge/exposure to pricing methods and forecasting models).Background in derivatives finance, including detailed knowledge of derivatives theory and securities pricing and financial instrument types and structures is a plus
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Financial Modeling Job Description
Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of financial modeling. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for financial modeling
- Maintain effective communications with clients and teams to ensure client satisfaction
- Provide technical assistance and financial modeling expertise to non-technical clients and internal teams
- Present to internal and external audiences
- Build and broaden industry knowledge to support organization and function initiatives by participating in local and national training programs
- Recognize, communicate and lead opportunities to develop new business to clients
- Be responsible for the execution of valuation and modeling projects the documentation of modeling methodologies and results
- Identifies and implements solutions for data gaps to enable creation of new financial reports/metrics, improvement of existing reports/metrics, and easy analysis of data
- Improves the efficiency of accessing financial data across LFN Finance
- Applies a solid working knowledge of data management techniques, including software solutions for storing, accessing, reporting, and analyzing data
- Develops and maintains a glossary and source documentation of all of LFN’s Financial and non-Financial metrics
Qualifications for financial modeling
- 1 to 2 years of relevant work experience required, not including internships
- Ability to explain difficult financial modeling/valuation concepts to diverse audiences and to experts at various clients.Candidate needs to be comfortable providing technical assistance and financial modeling expertise to non-technical clients and internal teams
- Latest regulatory guidance (such as CCAR, PRA, Basel ), industry best practices, developments, and
- Teams executing modeling and model validation advisory projects
- Methodologies relevant for FMA projects
- Several scripting, data management, and / or visualization tools / programming languages, R, Python