Financial Modeling Specialist
18 hours ago
CI Financial is a leading global wealth management and asset management advisory services company. We are committed to providing individuals and institutions with the highest-quality investments and advice.
Job SummaryWe are seeking an experienced Financial Modeling Specialist to join our Corporate Finance team. The successful candidate will support the team on internal strategy initiatives, financial modeling, strategy, valuation, and M&A due diligence.
Key Responsibilities:- Maintain and develop internal financial models to provide summaries, forecasts, and analyses to senior management
- Participate in corporate finance initiatives, including preparation of recurring monthly and quarterly analyses, financial modeling efforts, and ad-hoc requests
- Assist with analysis and preparation of KPIs for management reporting
To be successful in this role, you will require:
- An undergraduate degree in business/finance/accounting
- Minimum 1-2 years relevant work experience in corporate finance, the wealth management or asset management industry
- Fluent in finance and accounting concepts and financial modeling, with an understanding of economic factors affecting valuation
- Strong knowledge of corporate finance and capital markets
- Advanced knowledge of Microsoft Excel and experience with other Microsoft Office products. Experience with Excel Macros and VBA coding is an asset
CI Financial offers a range of benefits to its employees, including:
- Flexible & Hybrid Work Program
- Training Reimbursement
- Corporate Discount Program
We are committed to building a diverse and inclusive workforce and all of our affiliates (
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