Financial Modelling Role - BFSI - CA/CPA/CFA

- To complete the financial analysis and projection modelling for ongoing monitoring of the high yield loans for an UK based commercial bank

- Analyzing and spreading the historical financial statements in excel

- Analysis of financial statements including Income Statement, Balance Sheet and Cash Flow Statement (incl. Free cash flow, funds from operations) of public and private companies

- Going through the supplementary schedules, notes and MD&A for the detailed breakups and normalizing the financial statements for exceptional items to arrive at the true profitability figures

- Analyze the operating metrics to project the major line items like Revenues, EBITDA etc.

- Preparing detailed capital structure and debt amortization schedules (tranche wise) including pro forma adjustment for the acquisition. Candidate should have strong understanding of various classes of debt (secured/unsecured/subordinated) and financing options used by the borrower for the deal

- Analyzing the pro forma credit metrics like total leverage, interest coverage, fixed charge coverage etc.

- Analyzing the financial covenants applicable to the borrower

- Strong understanding of financial projections based on management guidance, company budget and consensus estimates. This will include creating various scenarios like management case, sponsor case, upside and downside case etc.

- Screening the merger agreements and assessing synergies from the deal based on management inputs and third party data sources

- Strong understanding of calculating IRR and various valuation techniques like DCF, Peer multiple and liquidation based recovery analysis for various debt pieces using recovery values for each asset type

- Conducting detailed Quality Checks and delivering to the client

- Responsible for achieving 100% quality

- Meeting strict deadlines and ability to work under pressure

- Ability to work individually and in the team

- Update reporting manager on the tasks in hand, completed on a regular basis

- MBA (Finance) / CFA / CA (CPA equivalent)

- Experience of 4 - 6 years in financial modeling and analysis using excel

- Proficient in MS Excel

- Prior experience of working on LBO models is preferred

- Excellent written and spoken communication skills