Bullpen Talent
Private Equity Financial Modeler
- Location
- Costa Rica
- Work type
- Remote · Full-time
- Salary
- Not listed
- Posted
- (3 days ago)
About the role
Job Title: Private Equity Financial Modeler (Excel)
Location: Remote
Job Type: Contract Full Time
About the Opportunity
We are partnering with a venture-backed artificial intelligence company based in San Francisco that is building frontier AI systems for institutional financial reasoning.
Rather than running pre-built templates or summary dashboards, the platform is training AI models to think through investments the way institutional Private Equity professionals do: understanding how a deal is structured, how assumptions are stressed, and how valuation decisions are justified.
In this role, you will act as a core Private Equity subject-matter expert. You will build, audit, and benchmark institutional-grade buyout models entirely from a blank spreadsheet in Excel. Your completed models, formulas, and written step-by-step logic will serve as the ground-truth benchmark datasets used to train, test, and fine-tune AI models against Wall Street standards.
Key Responsibilities
Blank-Sheet PE Modeling: Build dynamic, fully integrated LBO and operating models from a blank workbook in Excel without using templates, macros, plug-ins, or AI tools.
End-to-End Deal Structuring: Construct every layer of a buyout model: purchase price adjustments, transaction fees, Sources & Uses, dynamic working capital schedules, multi-tier debt amortizations, and exit returns (IRR and MOIC).
GP / LP Distribution Waterfalls: Design from-scratch equity distribution waterfalls incorporating hurdle rates,catch-ups, carried interest, and sponsor promotes across multiple investor classes.
Deal Diligence Integration: Translate real-world Quality of Earnings (QoE) findings, normalized working capital pegs, and management adjustments into forward-looking balance sheet and cash flow drivers.
Stress-Testing & Scenarios: Run multi-variable sensitivity tables and scenario analyses (base, downside, stress) evaluating debt paydown capacity, covenants, and returns across exit multiples and hold periods.
Ground-Truth Logic Articulation: Document the explicit financial and accounting rationale behind modeling choices, step-by-step formulas, and deal mechanics in clear, structured English.
Must-Have Requirements
2–8+ years of direct experience in Private Equity, Buy-Side M&A Advisory, Search Funds, or Investment Banking (M&A / Leveraged Buyouts).
True "From-Scratch" Excel Capability: Proven ability to structure, format, and build an institutional-grade LBO model from a blank sheet using strict keyboard-driven modeling hygiene (transparent formulas, zero circularity errors).
Comprehensive LBO Mastery: Deep hands-on experience structuring Sources & Uses, purchase price allocations,debt sweeps, cash flow waterfalls, and investor returns under various exit horizons.
Rigorous Accounting Foundation: Exceptional command of 3-statement financial accounting (US GAAP / IFRS),with specific experience handling QoE adjustments, EBITDA normalizations, and balance sheet flow-throughs.
Full-Time Dedication: Availability to commit 35–40 dedicated hours per week on an ongoing basis.
Written Communication: Fluent professional English with the ability to write clear, structured explanations of complex sponsor mechanics and accounting logic.
Nice-to-Have Qualifications
Experience modeling add-on acquisitions and buy-and-build / roll-up strategies (pro forma platform plus add-on combinations).
Experience with carve-outs, standalone pro forma adjustments, or transition service agreements (TSAs).
Formal training from an investment bank or private equity analyst training program.
Progress toward or completion of the CFA charter.
Why Join?
Shape AI Financial Reasoning: Directly train frontier AI systems on complex, institutional private equity logic.
Full Autonomy: 100% remote and fully asynchronous—manage your own working hours around deliverable milestones.
Competitive Global Pay: Reliable monthly contractor compensation aligned directly with your technical modeling depth and weekly output.