Overview:
Our client, a leading private equity firm with a dynamic portfolio of 80+ SaaS companies, is seeking a Data Modeling Consultant to support finance transformation initiatives. This role bridges finance and technology, driving innovation through data modeling, automation, and process optimization.
Key Responsibilities:
Build and maintain financial data models to support strategic decision-making.
Develop prototypes and tools using Excel, SQL, and Python to streamline financial operations.
Design automation workflows using Microsoft Power Platform or similar automation tools/processes.
Collaborate with finance and technology teams to translate business needs into scalable solutions.
Support financial systems and tools, ensuring data integrity and operational efficiency.
Qualifications:
2–4 years of experience in financial modeling or data analytics.
Strong Excel skills; experience with VBA, SQL, and Python.
Familiarity with ERP systems and financial tools (e.g., Concur, Sage Intacct, FloQast).
Experience with Power Platform and data visualization tools.
Background in financial services, private equity, or SaaS preferred.
Excellent communication and problem-solving skills.