Exponent

Financial Analyst

Exponent • $80K — $95K *
Kansas City, KS 66102In-Person
Finance & Insurance
Less than 5 years of experience
1 week ago
Job Overview by Ladders

Qualifications

  • Strong SQL & Data Manipulation Skills for writing SQL and integrating data from systems like Service Titan and Sage.
  • Solid FP&A experience with a focus on dynamic financial analysis in a portfolio context.
  • Growth mindset and adaptability towards evolving responsibilities in investment and M&A roles.

Responsibilities

  • Extract, cleanse, and consolidate data from multiple platforms for accurate financial reporting.
  • Support forecasting, budgeting, and variance analysis for portfolio companies, delivering actionable insights.
  • Develop and maintain data visualizations using SQL and BI tools like Power BI or Tableau for real-time insights.
  • Act as a finance liaison for portfolio companies, collaborating with operations and investment teams to enhance financial processes.
  • Pursue continuous learning to expand expertise into M&A analysis and broader investment support.

Benefits

  • Opportunity for professional development into investment and M&A roles.
  • Work within a well-funded investment firm environment conducive to growth.
  • Engagement in cross-functional collaboration with various business units.
Full Job Description
Experienced financial analyst role supporting portfolio companies in consumer and financial services, blending FP&A with data analytics and offering a clear path into investment and M&A work within a well-funded investment firm environment.

Requirements

  • Strong SQL & Data Manipulation Skills: Hands-on ability to write SQL and integrate, cleanse data from multiple systems like Service Titan and Sage-critical for building reliable KPI dashboards and supporting portfolio analytics.
  • FP&A Experience with Analytical Rigor: Solid FP&A background with a sharp eye for financial analysis in a portfolio context, supporting forecasting, budgeting, and gearing up for M&A integration as the portfolio expands.
  • Adaptability & Growth Mindset Toward Investment Roles: Eager to evolve beyond traditional FP&A into investment team responsibilities, including M&A and portfolio company coverage, fitting a fast-moving, growth-oriented environment.


Responsibilities

  • Data analysis and integration: Extract, cleanse, and consolidate data from multiple platforms including Service Titan and Iron Bison CRM to support accurate financial reporting and KPI dashboards.
  • Financial reporting and forecasting: Support portfolio company forecasting, budgeting, and budget vs actual analysis to provide actionable insights for the investment team.
  • SQL and BI tool utilization: Develop and maintain data models and visualizations using SQL, Power BI, or Tableau to enable real-time financial and operational insights.
  • Cross-functional collaboration: Serve as a key finance liaison for portfolio companies, partnering with operations and investment teams to streamline financial processes and back M&A integration efforts.
  • Continuous learning and growth: Deepen expertise in portfolio company systems and processes, aiming to broaden scope into M&A analysis and wider investment support.


$80,000 - $95,000 a year

#1483 #ExponentPartners

About Exponent

Exponent is a multi-disciplinary engineering and scientific consulting firm that brings together more than 90 different disciplines to solve engineering, science, regulatory, and business issues facing our clients. The company has been providing solutions to complex problems for more than 50 years and has a reputation for technical expertise, objective analysis, and clear communication. Exponent's services include analysis and testing, engineering and design, human factors, environmental and health sciences, and regulatory consulting. The company serves clients in a wide range of industries, including aerospace, automotive, consumer products, energy, healthcare, and technology.
Learn more about Exponent
Size
1,215 employees
Market Cap
$5 billion
Industry
Business Services
Net Income
$82.5 million
Founded
1967
5 Year Trend
+8.2%
Revenue
$399.9 million
NASDAQ
EXPO
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at Exponent

  • Exponent
    Director/Vice President, Credit
    $180K — $215K *
    Milwaukee, WI 53215 (Milwaukee County)
    2 days ago
    Finance & Insurance
    Hybrid
  • Exponent
    Managing Scientist - Biomechanics (Ph.D.)
    $143K — $180K *
    Philadelphia, PA 19120 (Philadelphia County)
    5 days ago
    Healthcare
    In-Person
  • Exponent
    AR Manager
    $100K — $120K *
    Kansas City, MO 64118 (Clay County)
    1 week ago
    Real Estate & Construction
    In-Person
  • Exponent
    AR Manager
    $100K — $120K *
    Kansas City, KS 66102 (Wyandotte County)
    1 week ago
    Real Estate & Construction
    Hybrid
  • Exponent
    Financial Analyst
    $80K — $95K *
    Kansas City, KS 66102 (Wyandotte County)
    1 week ago
    Finance & Insurance
    In-Person

More Finance & Insurance Jobs

Find similar Financial Analyst jobs:

NationwideKansas City, KS