LBO/Financial Modelling

To complete the financial analysis and projection modelling for ongoing monitoring of the high yield
loans for an UK based commercial bank
Analyzing and spreading the historical financial statements in excel
Analysis of financial statements including Income Statement, Balance Sheet and Cash Flow Statement
(incl. Free cash flow, funds from operations) of public and private companies
Going through the supplementary schedules, notes and MD&A for the detailed breakups and
normalizing the financial statements for exceptional items to arrive at the true profitability figures
Analyze the operating metrics to project the major line items like Revenues, EBITDA etc.
Preparing detailed capital structure and debt amortization schedules (tranche wise) including pro forma
adjustment for the acquisition. Candidate should have strong understanding of various classes of debt
(secured/unsecured/subordinated) and financing options used by the borrower for the deal
Analyzing the pro forma credit metrics like total leverage, interest coverage, fixed charge coverage etc.
Analyzing the financial covenants applicable to the borrower
Strong understanding of financial projections based on management guidance, company budget and
consensus estimates. This will include creating various scenarios like management case, sponsor
case, upside and downside case etc.
Screening the merger agreements and assessing synergies from the deal based on management
inputs and third party data sources
Strong understanding of calculating IRR and various valuation techniques like DCF, Peer multiple and
liquidation based recovery analysis for various debt pieces using recovery values for each asset type
Conducting detailed Quality Checks and delivering to the client
Responsible for achieving 100% quality
Meeting strict deadlines and ability to work under pressure
Ability to work individually and in the team
Update reporting manager on the tasks in hand, completed on a regular basis
Communicate with onshore Risk team for providing regular update and workflows
Provide inputs, involved in discussions and Implementing new ideas to generate efficiency

Requirements-
MBA (Finance) / CFA / CA (CPA equivalent)
Experience of 4 - 6 years in financial modeling and analysis using excel
Proficient in MS Excel
Prior experience of working on LBO models is preferred
Excellent written and spoken communication skills