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Manager - Financial Modelling
Organization: CrossBoundary Group
Apply By: 05 Jan 2025
Location: Mumbai(Maharashtra)
About the Organization
CrossBoundary Group is a mission-driven investment and advisory firm that unlocks the power of capital for sustainable growth and strong returns in underserved markets. CrossBoundary Advisory provides transaction and investment advisory services, having developed a specialized expertise in unleashing investment across all sectors in these markets. CrossBoundary Advisory has advised on over US$8bn worth of transactions across 75 countries globally, serving our clients from 20 offices spread across Africa, Asia, Europe, and the Americas. Our advisory clients include governments, development finance institutions, private equity firms, Fortune 100 companies, and research institutions.
Job Description
CrossBoundary Group is recruiting a full-time Manager (Financial Modelling) to support CrossBoundary’s investment platforms, which include CrossBoundary Energy, CrossBoundary Energy Access and CrossBoundary Educational Infrastructure. You will be responsible for the platforms’ financial modelling requirements in the context of ongoing fundraising, project development and structuring, portfolio management and risk mitigation workstreams. You may also (depending on bandwidth) be seconded to CrossBoundary Advisory teams to support on ongoing advisory mandates for external clients including investors, lenders, or businesses.
Job Responsibilities
Model design and development:
- Analyse and interpret modelling requirements within the CB investment platforms
- Plan, design and develop financial models from scratch to agreed model specifications using Microsoft Excel and its VBA environment (to the extent necessary), and maintain financial models in accordance with the requirements
- Develop and maintain dashboards that provide clear, actionable insights for stakeholders, integrating data from financial models
Model audit and review:
- Undertake model review work (both technical and commercial)
- Providing financial modelling support to other team members internally, including supporting on project pricing, fundraising analysis and strategy, and bid optimization
- Undertake quality control on other team member models
Model training:
- Provide internal support on and assist with delivering team trainings
- Train and mentor junior staff and contribute to the overall skills enhancement and experience of the team
Model evolution and improvement:
- Participate proactively in organizational evolution of financial modelling approaches, including potential “Centre of Excellence” initiatives and consideration of new tools approaches (e.g. software, code-based modelling)
- Proactively enhance models with new data and capabilities to improve the performance of and insights gained from models used by the CB investment platforms
Advisory services:
- Support with the preparation and development of related financial and analytical materials (including in PowerPoint, Word, PowerBI)
- Support (in conjunction with other team members) with the development and improvement of related analytical workstreams, including data analysis and credit scoring
Education Qualification/Required Skills & Experience
- Ideal candidate will have the following skills and attributes:
- Professional exposure to, training in, or academic knowledge of:
- Fundraising
- Accounting
- Tax, legal and corporate structuring
- Experience in or understanding of the development and financing of infrastructure projects, particularly in the energy sector
- A critical thinker who is intellectually stimulated to work at the confluence of energy and power, geopolitics, economics and the environment
A successful candidate will require, at minimum, the following skills and qualifications:
- Professional English fluency
- 5-7 years of experience at one or more of the following:
- an energy, infrastructure or project finance team of a top-tier investment or commercial bank or Big 4 professional services firm;
- a specialist project finance advisory or financial modelling firm;
- an energy or infrastructure focused investor; or
- the commercial or project finance team at a successful energy developer
- Demonstrated professional experience in
- Corporate and / or project finance
- Advanced financial modelling, ideally in the FAST modelling standard
- Have prepared financial models from scratch and have significant experience into model audits/reviews
- Have knowledge of financing structures, particularly debt and equity finance and other types of project-based financing
- Have good working knowledge of accounting and financial statements
- Financial analysis and interpretation, in particular DCF methods (NPV and IRR)
- Excellent analytical capabilities and demonstrated attention to detail, whilst still being able to maintain line of sight on a holistic outcome / objective
- Ability to think clearly, communicate effectively, and solve problems, and a ready desire to learn and grow in new and complex situations
- Demonstrated ability to project manage multiple, complex workstreams and interact with broad stakeholder groups
- Strong presentation skills
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