Financial Modelling & Analysis Associate

Financial skills and financial nous are core to Social Finance’s history and they remain in demand in our projects today. We are creating this new, dedicated Financial Modelling & Analysis Associate role to directly deliver work that requires financial knowledge and skills (alongside experienced senior colleagues) and to build out an internal centre of expertise in financial analysis and modelling.

Salary: £47,500
Location: Hybrid, London, UK
Closing date: 20 July 2026

Our UK Team comprises around 60 dedicated change‑makers, a mix of generalists and specialists who develop depth in their specialism.

• Build clear, well‑structured financial models in Excel that translate project ideas, business plans or service designs into robust financial projections, including user guides, audit checks and dynamic dashboards.
• Develop and test assumptions, estimating key financial inputs (costs, revenues, demand) using logical and evidence‑based approaches.
• Conduct scenario and sensitivity analysis to help teams understand risks, opportunities and key drivers of financial performance.
• Support the development of cost‑benefit analyses and other financial assessments to inform decision‑making.

• Bringing a strong financial lens to project work, helping teams assess viability, sustainability and value for money.
• Analyse financial and operational information to inform project recommendations.
• Support teams to identify funding requirements, including cash‑flow needs and potential financing gaps.
• Contribute to assessing different funding or delivery options, balancing commercial and social outcomes.

• Assist in exploring and comparing potential financing approaches (grants, debt, blended finance).
• Contribute to the development of investment cases, business cases or funding proposals.
• Support preparation of materials (financial summaries, slides, models) for clients, partners or funders.

• Act as a go‑to person for financial modelling and financial thinking, supporting colleagues to build confidence and capability.
• Review and provide feedback on others’ models or analysis to improve quality and consistency.
• Translate financial concepts into clear, accessible insights for non‑financial colleagues and stakeholders.
• Contribute to developing best‑practice templates and tools across the team.

• Support the development of Social Finance’s internal centre of expertise, sharing learning and improving ways of working.
• Stay up to date with emerging tools, including AI, and apply them responsibly to improve financial analysis.
• Contribute to internal training, knowledge sharing or guidance on financial skills.

• Relevant experience (e.g., corporate finance advisory, transaction advisory, valuations, due diligence).
• Strong understanding of financial perspectives and mindsets, including how investors and financiers think.
• Understanding of how commercial businesses, social enterprises, public entities and charities operate from a financial perspective.
• Ability to read and interpret statutory accounts and understand financial business terms (direct/indirect costs, margin, EBITDA, VAT).
• Solid grasp of foundational financial and accounting concepts (time value of money, interest, compounding, risk and return, accruals, balance sheet vs income statement).
• Knowledge of financial terms (collateral, principal guarantee) and the financial landscape (funds, debt and equity instruments).
• Commercial sense in assessing business cases, evaluating investments or negotiating contract terms.
• Highly skilled in Excel financial modelling, building flexible, intuitive models with appropriate assumptions and formulas; eager to explore AI responsibly.
• Strong communication of investment concepts, tailoring explanations to the audience.

• Empathetic, values‑driven and interested in social impact projects.
• Strong problem‑solving ability and structured, logical thinking.
• Collaborative and supportive, willing to help…