Subject Matter Expert (SME) – Financial Modeling, Corporate Finance & Excel/BI

Job Title: Subject Matter Expert (SME) – Financial Modeling, Corporate Finance & Excel/BI

Engagement Type:

Work Mode:

Course Duration:

Time Commitment:

Job Summary

Subject Matter Expert (SME)

Key Responsibilities

1. Course Design & Development

• Design 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 Statements

• Bookkeeping: Verify Financial Accuracy
• Balance Financial Statements: The Flow
• Automate and Verify Financial Statements

Excel Fundamentals & Advanced Modeling

• Excel Functions and References Fast
• Lookups: Fix Errors, Fetch Data Fast
• Excel Formatting and Security
• Excel Formulas for Peak Performance
• Excel for Data Analysis
• Cleanse, Analyze & Validate Financial Data
• Validate and Summarize Data Effectively with Excel

Excel Automation & VBA

• Automate Excel with Robust VBA Macros
• Audit & Evaluate Excel Models
• Excel Modeling: Organize, Document & Retrieve

Forecasting, Scenarios & Sensitivity Analysis

• Project Sales: Excel Forecasting Functions
• Analyze Financial Sensitivities with Data Tables
• Model Scenarios: Financial Outcomes
• Forecast Financials with Monte Carlo Mastery
• Financial Forecasts: Learn from Errors

Financial Modeling & Valuation

• Build & Validate Integrated Financial Models
• Analyze Financial Models: Scenarios & Sensitivity
• Financial Valuation with Excel Models
• Model Project Cashflows with Confidence
• Comps: Valuate Companies Smartly
• Evaluate and Transform M&A Data for Valuations

Budgeting, Capital Structure & Corporate Finance

• Analyze Budgets & Capital Structures Confidently
• Analyze Cases, Evaluate Models, Finance

Dashboards, Reporting & Data Storytelling

• Dynamic Dashboards: Report and Visualize Data
• Visualize & Evaluate Financial Performance Reports
• Present Financial Models: Storyboard to Success
• Present Compelling Data Stories with Excel

3. Role-Based Skill Alignment

Course content should support professionals in roles such as:

• Financial Modeling Expert / Advanced Financial Modeler
• Valuation Analyst / Specialist
• Project Finance Analyst
• Equity Research Analyst
• M&A Analyst
• Corporate Finance Analyst
• Quantitative Finance Specialist
• Budgeting & Scenario Planning Analyst
• Excel / BI Specialist
• Financial Storytelling & Business Case Expert

Required Qualifications

• Bachelor’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 & Standardization

• Work 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@digifocal.in