Senior Financial Analyst
Michael Roberts
Financial rigour that drives strategic decisions.
Professional profile01 — 06
Senior Financial Analyst with 8 years in investment banking and corporate finance. I have modelled over £2B in M&A transactions and led financial due diligence for 15+ deals. Currently seeking a CFO-track role at a Series B–D technology company.
£400M SaaS Acquisition Model
- Context
- A PE fund needed to evaluate a complex SaaS acquisition with multi-currency revenue streams and non-standard churn metrics.
- Work
- Built a comprehensive three-statement model with scenario analysis, incorporating ARR bridge, cohort-based churn projections, and sensitivity tables across 12 variables.
- Outcome
- Model used in board presentation and final bid. Deal closed at £400M. Post-acquisition revenue exceeded base case projections by 12% in Year 1.
Portfolio Company Reporting Suite
- Context
- A PE firm needed consolidated monthly reporting across 8 portfolio companies with different ERP systems and currencies.
- Work
- Built an automated Power BI reporting suite pulling from SQL databases, with standardised KPI definitions and automated variance commentary.
- Outcome
- Reduced monthly reporting from 5 days to 6 hours. Presented to LP investors, receiving the highest satisfaction scores in the fund's history.
2020 – 2024
Senior Financial Analyst — Technology M&A
Goldman Sachs
- Modelled £2B+ in technology M&A transactions across Europe and the US
- Led financial due diligence workstreams for 15+ transactions
- Promoted from Analyst to Senior Analyst in 18 months — ahead of standard track
2017 – 2020
Financial Analyst — Corporate Finance Advisory
Deloitte
- Supported 20+ M&A transactions from initial valuation through to close
- Built financial models used in board-level presentations for FTSE 100 clients
- Qualified as ACCA during tenure with full firm sponsorship
Education & credentials
Certifications
- CFA Charterholder
- ACCA Qualified
- Bloomberg Market Concepts
Deep financial modelling expertise combined with strong data analytics capabilities for technology sector transactions.