Quotation Estimate Financial Analyst in Spain Madrid –Free Word Template Download with AI
Professional Services for Financial Analyst Engagement | Spain Madrid
Ref: QTE-2025-MA-0472 | Issued by: Iberia Corporate Advisory S.L.
| Client Name: | Grupo Financiero Iberia S.A. |
| Address: | Paseo de la Castellana 120, 28046 Spain Madrid |
| Contact Person: | D. Carlos Mendoza, Director of Finance |
| NIF / Tax ID: | A-28456789 |
This Quotation Estimate is prepared specifically for the recruitment, onboarding, and ongoing provision of a qualified Financial Analyst to support the operations of Grupo Financiero Iberia S.A. in Spain Madrid. The scope encompasses the full lifecycle of the engagement, from initial candidate sourcing through to the delivery of a fully integrated professional who will contribute to the financial planning, reporting, and strategic analysis functions of the client organisation.
The Financial Analyst will be based at the client's principal office in Spain Madrid and will report directly to the Director of Finance. The role requires a minimum of five years of progressive experience in financial modelling, variance analysis, budgeting, and investment evaluation within the Spanish or European financial services sector. The candidate must hold a recognised degree in Finance, Economics, or Accounting, and preferably possess a CFA, FRM, or equivalent professional certification.
| Item | Description | Duration | Amount (EUR) |
|---|---|---|---|
| 3.1 | Recruitment & Sourcing of Financial Analyst – Market research, candidate screening, and shortlisting within the Spain Madrid professional network | 4 weeks | 4,500.00 |
| 3.2 | Assessment & Interview Coordination – Technical evaluation, case-study review, and structured interview panels for the Financial Analyst position | 2 weeks | 2,800.00 |
| 3.3 | Onboarding & Integration – Administrative processing, Spanish labour contract preparation, and orientation within the Spain Madrid office environment | 2 weeks | 1,900.00 |
| 3.4 | Financial Analyst – Monthly Professional Fee (Year 1) – Full-time engagement, 40 hours/week, based in Spain Madrid | 12 months | 138,000.00 |
| 3.5 | Performance Review & KPI Reporting – Quarterly assessment of the Financial Analyst's deliverables, including variance reports, cash-flow projections, and investment memos | 4 quarters | 3,200.00 |
| 3.6 | Continuing Professional Development – Funding for CFA/FRM exam preparation, industry conferences in Spain Madrid, and advanced financial modelling training | 12 months | 3,500.00 |
| 3.7 | Compliance & Regulatory Support – Ensuring the Financial Analyst's work aligns with CNMV, Banco de España, and EU MiFID II requirements applicable in Spain Madrid | 12 months | 2,400.00 |
| Subtotal | 156,300.00 | ||
| VAT (21% – Spain Madrid applicable rate) | 32,823.00 | ||
| TOTAL QUOTATION ESTIMATE (EUR) | 189,123.00 | ||
- This Quotation Estimate is valid for a period of thirty (30) calendar days from the date of issue. Beyond this period, pricing for the Financial Analyst engagement may be subject to revision based on prevailing market conditions in Spain Madrid.
- All amounts stated in this document are denominated in Euros (EUR) and are exclusive of any additional statutory levies unless explicitly noted. The 21% VAT rate applicable in Spain Madrid is included in the total.
- Payment terms: 30% advance upon acceptance of this Quotation Estimate, 40% upon successful onboarding of the Financial Analyst, and the remaining 30% payable in equal monthly instalments over the first three months of the engagement.
- The Financial Analyst will be engaged under a Spanish fixed-term employment contract (contrato fijo-discontinuo) compliant with the Estatuto de los Trabajadores. All social security contributions (Seguridad Social) will be managed by Iberia Corporate Advisory S.L. on behalf of the client.
- Confidentiality: All financial data, models, and strategic documents accessed by the Financial Analyst during the engagement in Spain Madrid are subject to a strict non-disclosure agreement (NDA) with a survival period of five years post-termination.
- Termination: Either party may terminate the engagement with thirty (30) days' written notice. In the event of early termination, a pro-rata adjustment to the Quotation Estimate total will be applied.
- Dispute resolution: Any disputes arising from this Quotation Estimate shall be resolved through the competent courts of Spain Madrid, in accordance with Spanish civil and commercial law.
By signing below, the client acknowledges and accepts the terms, conditions, and pricing outlined in this Quotation Estimate for the provision of a Financial Analyst in Spain Madrid. This signature constitutes a binding agreement between the parties.
For: Grupo Financiero Iberia S.A.Name: ___________________________
Title: ___________________________
Date: ___________________________ For: Iberia Corporate Advisory S.L.
Name: ___________________________
Title: ___________________________
Date: ___________________________ ⬇️ Download as DOCX Edit online as DOCX
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