What You’ll Do:
- Build financial models from scratch in Excel across different use cases
- Review and debug models built by others
- Identify incorrect assumptions, broken logic, and risks
What Makes a Strong Candidate:
- Proven ability to build models from a blank spreadsheet (no templates)
- Strong understanding of how models are used in real financial decisions
- High attention to detail and model accuracy
Areas of Modeling Experience:
- 3-statement borrower models
- Cash flow-based lending and debt sizing
- Covenant modeling (DSCR, leverage, coverage ratios)
Interview Process:
- All candidates will complete a ~3-hour take-home Excel modeling exercise.
- Designed to reflect real-world modeling work
- Must be completed independently in Excel
U.S.-based technology company
They are a U.S.-based technology company building advanced AI systems focused on financial modeling and decision-making. Their goal is to train AI to think like real financial professionals — how models are built from scratch, how assumptions are structured, and how decisions are made using financial models.