Job Opportunity | Financial Modelling Trainer – Real Estate Project Finance

We are looking for an experienced Financial Modelling Trainer to design and deliver a customised financial modelling program for a real estate financing company .

The role will involve training finance professionals who evaluate real estate projects from funding, credit and investment perspectives . The training needs to be highly practical and transaction-oriented, rather than a generic Excel or financial modelling program.

Engagement:

Role: Financial Modelling Trainer / SME

Domain: Real Estate Finance / Project Finance

Mode: Online / Offline

Engagement: Corporate Training Program

Location: To be discussed

Key Areas of Training

- Excel & Financial Model Architecture: Advanced Excel, formulas, shortcuts, professional formatting, model structuring, controls and auditability.
- Real Estate Financial Modelling: Project lifecycle, revenue and cost assumptions, construction timelines, sales, collections and project profitability.
- Project Finance & Funding: Sources & uses, funding gaps, debt sizing, LTV/LTC, debt serviceability and project cash flows.
- Sales & Collection Modelling: Inventory, sales velocity, receivables, collection schedules and cash-flow linkages.
- Debt & Structured Finance: Debt drawdowns, tranches, interest, fees, repayment structures, cash sweeps, cash trapping and lender returns.
- Equity & Waterfall Modelling: Capital accounts, preferred returns, profit sharing, waterfalls, investor/partner IRR and MOIC.
- Returns & Valuation: IRR/XIRR, NPV, DSCR, ICR, WACC, LTV, LTC, DCF and project valuation.
- Sensitivity & Stress Testing: Sales/collection delays, cost overruns, approval delays, higher financing costs, additional capital requirements and lender recovery analysis.
- IC & Credit Outputs: Converting detailed models into concise investment/credit committee outputs,



dashboards and decision-making summaries.
- Model Review & Controls: Reconciliations, formula checks, hardcode identification, broken links, timeline checks and model audit.
- AI & Automation: Practical use of AI for formula assistance, data extraction, model review, error detection, automated sensitivities and management/IC reporting.

Candidate Profile

- 5+ years of relevant experience in financial modelling, project finance, real estate finance, structured finance, investment banking, credit underwriting or related areas.
- Strong expertise in Excel-based financial modelling , including integrated three-statement/project cash-flow models.
- Hands-on experience with real estate project finance / real estate underwriting / credit analysis is strongly preferred.
- Should be comfortable modelling debt structures, equity waterfalls, lender returns, XIRR, sensitivities and stress scenarios .
- Prior experience in designing and delivering corporate training programs is preferred.
- Ability to develop customised case studies and practical assignments based on real-world real estate financing transactions.
- Robust understanding of model review, controls, auditability and financial decision-making .
- Exposure to AI tools and automation in financial modelling will be an advantage.

Training Expectations The trainer will be expected to:

- Independently design the detailed curriculum and session plan based on the organisation's requirements.
- Develop practical real estate financing case studies .
- Conduct hands-on modelling sessions rather than purely conceptual lectures.
- Include model-review exercises, assignments and assessments.
- Train participants to use models for funding, credit, repayment and investment decisions .
- Provide relevant templates, models and learning resources.
- Recommend appropriate methodology, duration, batch size and delivery format.

📌 Corporate Trainer (Mumbai)
🏢 CA Monk
📍 Mumbai