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Subject Matter Expert (SME) – Financial Modeling, Corporate Finance & Excel/BI
Subject Matter Expert (SME) – Financial Modeling, Corporate Finance & Excel/BIDigiFocal IT Solutions Pvt Ltd • Lucknow, IN
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Subject Matter Expert (SME) – Financial Modeling, Corporate Finance & Excel / BI

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

DigiFocal IT Solutions Pvt Ltd • Lucknow, IN
20 hours ago
Job description

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

Engagement Type : Contract / Short-Term Assignment

Work Mode : Remote

Course Duration : 30 minutes to 3 hours per course

Time Commitment : ~35 hours over 2.5 weeks per course

Job Summary

We are seeking a highly experienced Subject Matter Expert (SME) in Financial Modeling, Corporate Finance, Excel / BI, and Financial Storytelling to design and deliver industry-aligned short courses for finance professionals. The role requires strong hands-on expertise in valuation, budgeting, M&A, project finance, and automation, combined with the ability to translate complex financial concepts into practical, application-driven learning experiences .

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

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