Overview
This role involves sharing existing financial models you have created, such as DCFs, 3-statement models, LBOs, forecasting workbooks, and more. The organization is seeking finance professionals based in New York to submit real financial workbooks they own and have permission to share. This is not a task to build new models or use downloaded templates; only original workbooks scrubbed of confidential or personally identifiable information (PII) are accepted.
The position is fully remote and asynchronous, with payment made per accepted submission. There is flexibility to submit one or multiple workbooks.
Responsibilities
- Identify completed financial models you own and have legal rights to share
- Ensure each workbook meets structural requirements: at least 3 named tabs, cross-sheet formula linkage, and a dedicated Assumptions or Inputs tab
- Remove volatile functions (e.g., RAND, RANDBETWEEN, NOW, TODAY), external links, and circular references
- Scrub all confidential data, client names, and PII before uploading
- Upload the .xlsx file along with a brief description of the model type
- Respond to quality assurance feedback and resubmit corrected files when issues are fixable
Requirements
- Experience as a finance professional with real working models such as DCF, 3-statement, LBO, comps, budgeting and forecasting, portfolio analysis, or unit economics
- Proficiency in Excel with multi-tab structures, interconnected formulas, and a clean assumptions layer
- Clear intellectual property rights to the submitted work (personal work, original models, or files with explicit permission to share)
- Detail-oriented and self-directed, capable of reviewing, scrubbing, and submitting work independently
Preferred Qualifications
- Models featuring full 3-statement integration (Income Statement, Balance Sheet, Cash Flow)
- DCF or LBO models with clear driver-to-output traceability
- Workbooks with strong formula density and minimal hard-coding outside the Assumptions tab
- Supporting tabs such as data dictionaries, cover sheets, or charts
- Multiple distinct workbooks across different model types
- Experience in investment banking, private equity, corporate finance, or financial planning and analysis (FP&A)
Compensation & Benefits
- Paid per accepted submission with no cap on the number of workbooks you can contribute
- Fully remote and asynchronous work schedule
- Fast quality assurance turnaround, typically within a few business days
- Opportunity to resubmit corrected work when issues are identified
Location
- Remote
- Candidates must be finance professionals located in New York