Expansion Capital Group · 12 hours ago
Business Analyst I - Financial Forecasting
Sioux Falls, SD
Full-time
Onsite
New Grad, Entry LevelExpansion Capital Group is seeking a Business Analyst I to support cross-functional teams by delivering financial analytics focused on customer lifecycle performance. The role involves building and maintaining financial curves, performing analyses, and collaborating with departments to provide data-driven insights for strategic decisions.
AccountingFinancial ServicesFinTechSmall and Medium BusinessesWealth Management
Responsibilities
Attend stakeholder meetings to understand reporting needs and provide data-driven insights
Build, update, and maintain recurring reports to monitor key business and financial performance metrics
Perform ad-hoc analyses to answer operational, financial, and strategic questions, delivering clear and actionable findings
Convert existing point estimates of loss and revenue into cumulative loss curves, revenue curves, and cohort performance views
Maintain and enhance curve-generation logic to ensure consistency and accuracy across customer segments and portfolios
Use curve outputs to support customer segmentation, variance analysis, and performance tracking
Compare actual performance against expected curve values and identify drivers of deviations
Collaborate with cross-functional teams—including Accounting, Finance, Risk, and Operations—to ensure alignment on metrics, assumptions, and reporting requirements
Assist in data quality checks and validation to ensure accuracy of reporting and curve calculations
Design and maintain dashboards that present key financial and performance indicators for management review
Communicate analytical findings clearly to both technical and non-technical audiences to support informed decision-making
Ensure timely delivery of all reporting, analytics, and curve updates
Qualification
Required
Bachelor's degree in a quantitative or analytical field (e.g., Statistics, Business/Economics, Mathematics, Data Science, Engineering)
Working knowledge of SQL with the ability to query and manipulate large datasets
Proficiency with Excel, including formulas, lookups, and data analysis functions
Strong attention to detail and a proactive, problem-solving mindset
Ability to communicate analytical findings clearly to both technical and non-technical audiences
Ability to work collaboratively across Accounting, Finance, Risk, and Operations
Preferred
Experience in an analytics, reporting, or financial performance role
Familiarity with a programming language such as Python or R for data manipulation
Basic understanding of data visualization tools (e.g., Tableau, Power BI)
Exposure to financial services, lending, portfolio analysis, or customer segmentation
Company
Expansion Capital Group
Expansion Capital Group is a financial services company that offers business owners working capital financing.
Founded in 2013
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$137.1M2025-01-08Debt Financing· $100M
2015-11-03Debt Financing· $25M
2014-07-31Debt Financing· $10M
Leadership Team
Vincent Ney
President, CEO
Brittney Newell
Chief Financial Officer & EOS Integrator
Recent News
Venture Capital
2025-01-09
2025-01-08
Company data provided by crunchbase