Job Title

Job Title: Subject Matter Expert (SME) – Financial Modeling, Corporate Finance & Excel/BIEngagement Type: Contract / Short-Term Assignment Work Mode: Remote Course Duration: 30 minutes to 3 hours per course Time Commitment: ~35 hours over 2.5 weeks per courseJob SummaryWe are seeking a highly experienced Subject Matter Expert (SME) in Financial Modeling, Corporate Finance, Excel/BI, and Financial Storytelling to design and deliver industry-aligned short courses for finance professionals. The role requires strong hands-on expertise in valuation, budgeting, M&A, project finance, and automation, combined with the ability to translate complex financial concepts into practical, application-driven learning experiences.Key Responsibilities1. Course Design & DevelopmentDesign modular short courses including outlines, lessons, case studies, exercises, assessments, and templates.Ensure all content aligns with client requirements and quality rubrics.Develop real-world financial models, scenario-based exercises, dashboards, and automated Excel templates.Collaborate with stakeholders to ensure accuracy, relevance, and industry alignment.Incorporate feedback and continuously improve course materials based on best practices.Use Google Workspace (Docs, Sheets, Slides) for all deliverables to ensure version control, comments, and formatting consistency.2. Course Coverage (Mandatory Scope)The SME will design and develop courses across the following areas:Accounting, Bookkeeping & Financial StatementsBookkeeping: Verify Financial AccuracyBalance Financial Statements: The FlowAutomate and Verify Financial StatementsExcel Fundamentals & Advanced ModelingExcel Functions and References FastLookups: Fix Errors, Fetch Data FastExcel Formatting and SecurityExcel Formulas for Peak PerformanceExcel for Data AnalysisCleanse, Analyze & Validate Financial DataValidate and Summarize Data Effectively with ExcelExcel Automation & VBAAutomate Excel with Robust VBA MacrosAudit & Evaluate Excel ModelsExcel Modeling: Organize, Document & RetrieveForecasting, Scenarios & Sensitivity AnalysisProject Sales: Excel Forecasting FunctionsAnalyze Financial Sensitivities with Data TablesModel Scenarios: Financial OutcomesForecast Financials with Monte Carlo MasteryFinancial Forecasts: Learn from ErrorsFinancial Modeling & ValuationBuild & Validate Integrated Financial ModelsAnalyze Financial Models: Scenarios & SensitivityFinancial Valuation with Excel ModelsModel Project Cashflows with ConfidenceComps: Valuate Companies SmartlyEvaluate and Transform M&A Data for ValuationsBudgeting, Capital Structure & Corporate FinanceAnalyze Budgets & Capital Structures ConfidentlyAnalyze Cases, Evaluate Models, FinanceDashboards, Reporting & Data StorytellingDynamic Dashboards: Report and Visualize DataVisualize & Evaluate Financial Performance ReportsPresent Financial Models: Storyboard to SuccessPresent Compelling Data Stories with Excel3. Role-Based Skill AlignmentCourse content should support professionals in roles such as:Financial Modeling Expert / Advanced Financial ModelerValuation Analyst / SpecialistProject Finance AnalystEquity Research AnalystM&A AnalystCorporate Finance AnalystQuantitative Finance SpecialistBudgeting & Scenario Planning AnalystExcel / BI SpecialistFinancial Storytelling & Business Case ExpertRequired QualificationsBachelor’s degree in Finance, Accounting, Business, or a related field.Proven expertise in financial modeling, valuation, corporate finance, and forecasting.Advanced proficiency in Microsoft Excel (formulas, modeling, dashboards, data analysis).Hands-on experience with VBA automation and Excel model auditing.Experience in M&A, project finance, equity research, and budgeting.Strong understanding of scenario planning, sensitivity analysis, and data governance.Demonstrated ability to design professional training or learning materials.Prior experience in training delivery, curriculum development, or corporate learning is highly desirable.Excellent written, verbal, and presentation skills, with the ability to simplify complex financial concepts.Collaboration & StandardizationWork closely with cross-functional teams and stakeholders.Maintain structured documentation, versioning, and feedback workflows using Google Workspace only.Interested candidates can send their CVS to pratiksha@