UNKNOWN

FEED

Current coverage spans Industrials (aerospace, automotive, manufacturing), Energy, Natural Resources (chemicals, metals, renewables, agriculture), Financial Institutions, Technology & Services (industrial tech, automation), Consumer, Healthcare, and Real Estate. Fireclay Partners is a Kansas City–based strategic advisory firm focused on M&A and capital advisory across multiple industries.

Analyst — Fireclay Partners (In-Person | Downtown Kansas City)About FireclayFireclay Partners is a Kansas City–based strategic advisory firm focused on M&A and capital advisory across multiple industries. Current coverage spans Industrials (aerospace, automotive, manufacturing), Energy, Natural Resources (chemicals, metals, renewables, agriculture), Financial Institutions, Technology & Services (industrial tech, automation), Consumer, Healthcare, and Real Estate.What You'll Do<ul><li>Build financial models & valuation work (DCF, comps, accretion/dilution).</li><li>Create client materials: teasers/CIMs, pitches, management presentations.</li><li>Support buy-side & sell-side execution: diligence, data rooms, process tracking.</li><li>Drive industry & company research across our sectors, including transportation & logistics and energy focus areas where applicable.</li><li>Help with BD & coverage: market maps, pipeline hygiene, target/buyer screens.</li><li>Synthesize findings into client-ready insights for senior bankers & C-suite.</li></ul>This role is in-person at our downtown KC HQ; occasional client travel.What You Bring<ul><li>Bachelor's in Finance, Econ, Business, or related.</li><li>0–3 years in investment banking, consulting, corp dev/finance, or relevant internships.</li><li>Strong Excel/PowerPoint; crisp writing & presentation.</li><li>Organized, detail-obsessed, and comfortable juggling multiple workstreams.</li><li>Nice-to-haves: CapIQ/PitchBook/Apollo; sector interest in industrials/energy/transport & logistics.</li></ul>Why Fireclay<ul><li>Direct exposure to live deals and senior decision-makers.</li><li>Multi-sector learning with room to go deep where you're strong.</li><li>Small, entrepreneurial team—outsized impact from day one.</li></ul>Fireclay Partners is an Equal Opportunity Employer committed to an inclusive workplace.

Fireclay Partners

Investment Banking Analyst (Summer 2026 Start)

Aerospace and Defense

Agriculture

Automation

Automotive Manufacturing

Consulting

Customer/Client Research

Entrepreneurship

Finance

Financial Analysis

Financial Modeling

Healthcare

Investment Analysis

Investment Services

Mergers and Acquisitions

Microsoft Excel

Microsoft PowerPoint

Natural Resources

Organizational Skills

Purchasing/Procurement

Real Estate

Sales

Transportation and Logistics

BreezyHR

Twin has an ambitious vision to empower people to live healthier and happier lives, and to achieve this purpose, we need the very best people to enhance our cutting-edge technology and medical science, deliver the best possible care, and turn our passion into value for our members, partners and investors. This individual will sit at the center of cross-functional execution, partnering with Analytics, Finance, Marketing, Product, Onboarding, and Operations to ensure CGS delivers scalable, data-driven client lifecycle management.

YEAR

<div class="content-intro">Twin Health At Twin Health, we empower people to improve and prevent chronic metabolic diseases, like type 2 diabetes and obesity, with a new standard of care. Twin Health is the only company applying AI Digital Twin technology exclusively toward metabolic health. We start by building a dynamic model of each person's metabolism — drawing on thousands of data points from CGMs, smartwatches, and meal logs — that maps their personal path to better health. Guided by a dedicated clinical care team, our members have lowered their A1C below the diabetes range, achieved lasting weight loss, and reduced or even eliminated medications, all while living healthier, happier lives.Working here Our team at Twin Health is passionate, talented, and united by a shared purpose: to improve the metabolic health and happiness of our members. We believe in empowering every Twin to make a meaningful impact for our members, our clients, and each other, while enjoying a supportive, collaborative work environment.Twin has been recognized not only for our innovation but also for our culture, including: Innovator of the Year by the Employer Health Innovation Roundtable (EHIR), selected to CB Insights' Digital Health 150, and named one of Newsweek's Top Most Loved Workplace® .With more than $100 million raised in recent funding, including a $53 million Series E round in 2025 led by Maj Invest, and a $50 million investment in 2023 led by Temasek, Twin is scaling rapidly across the U.S. and globally. Backed by leading venture firms like ICONIQ Growth, Sequoia, Sofina, Temasek, and Peak XV, we are building the most impactful digital health company in the world.Join us as we reinvent the standard of care in metabolic health.</div>OpportunityWe are seeking a highly analytical, systems-driven CGS Operations Analyst to serve as the operational backbone of the Client Growth & Success organization. This role owns the infrastructure, reporting, workflows, and enablement systems that power how CGS operates from renewals and expansion planning to leadership reporting, client performance insights, and process automation.This individual will sit at the center of cross-functional execution, partnering with Analytics, Finance, Marketing, Product, Onboarding, and Operations to ensure CGS delivers scalable, data-driven client lifecycle management. Success in this role means transforming complex operational needs into streamlined systems that improve visibility, forecasting, execution, and client outcomes.Responsibilities CGS Operations & Lifecycle Support<ul><li>Own operational workflows supporting renewals, upsells, and expansion planning.</li><li>Build and maintain leadership portfolio reporting to track renewals, pipeline progress, client health, and performance metrics.</li><li>Manage internal Monthly Business Review (MBR) reporting and SLT preparation.</li><li>Analyze operational performance to identify trends, risks, and opportunities for improvement.</li><li>Support forecasting, pipeline management, and resource planning for existing accounts.</li><li>Drive escalation management and resolution of critical operational issues.</li><li>Develop and maintain onboarding materials and training tools to accelerate new-hire ramp and drive consistent CGS best practices.</li></ul>Systems & Tooling Ownership<ul><li>Own Salesforce (SFDC) workflow enhancements and ongoing CGS maintenance.</li><li>Partner with Finance to ensure accurate ACV tracking across all client opportunities.</li><li>Collaborate with Analytics to support transition to LightDash as the primary reporting platform.</li><li>Ensure client-facing data is accurate, timely, and actionable.</li><li>Work with Twin Operations to automate CGS operating frameworks into Jira.</li><li>Define and maintain standardized documentation, storage, and naming conventions.</li><li>Establish system maintenance requirements and coordinate with development teams.</li></ul>Reporting & Analytics Enablement<ul><li>Partner with Analytics to produce accurate reporting and performance dashboards.</li><li>Manage down-market client reporting and future automation initiatives.</li><li>Assist with internal data collection, analysis, and reporting to inform strategic decisions.</li><li>Translate data into insights that improve client lifecycle execution.</li></ul>Client Experience & Feedback Systems<ul><li>Partner with Marketing to centralize NPS distribution through HubSpot and manage internal reporting.</li><li>Ensure client outcome reporting is compelling and aligned with organizational standards.</li><li>Maintain operational rigor to meet SLAs, KPIs, and compliance requirements.</li></ul>Cross-Functional Execution<ul><li>Proactively identify and manage cross-team dependencies and integration risks.</li><li>Work closely with Analytics, Product, Finance, Onboarding, Marketing, Legal, Billing, and Operations.</li><li>Support scalable process design that improves collaboration and execution.</li><li>Other duties as assigned</li></ul>Qualifications <ul><li>We are looking for a strategic operator who combines analytical rigor with strong execution discipline.</li><li>3–5 years of experience in client operations, business operations, or customer success operations</li><li>Strong project management and organizational skills in fast-paced environments</li><li>Analytical mindset with ability to interpret data and drive actionable insights</li><li>Excellent written and verbal communication skills</li><li>Strong interpersonal skills with a consultative, collaborative style</li><li>Ability to influence and communicate across all organizational levels</li><li>Critical thinking and problem-solving orientation</li><li>Comfortable working cross-functionally with diverse stakeholders</li><li>Bachelor's degree required</li><li>Proficiency in Microsoft Office Suite; experience with Salesforce, reporting tools, or workflow systems preferred</li><li>Technology or professional services experience a plus</li><li>Willingness to travel as needed</li></ul>What Success Looks Like<ul><li>CGS workflows operate smoothly with clear visibility into renewals, pipeline, and client performance</li><li>Systems and reporting infrastructure are accurate, scalable, and trusted by leadership</li><li>Cross-functional dependencies are proactively managed</li><li>Operational insights drive better decision-making and client outcomes</li><li>Reporting and lifecycle processes enable growth, retention, and expansion</li><li>This remote opportunity based out of the U.S. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.</li></ul>Compensation and Benefits   The compensation range for this position $115,000 - $125,000 annually. This position is bonus eligible.  Twin has an ambitious vision to empower people to live healthier and happier lives, and to achieve this purpose, we need the very best people to enhance our cutting-edge technology and medical science, deliver the best possible care, and turn our passion into value for our members, partners and investors. We are committed to delivering an outstanding culture and experience for every Twin employee through a company based on the values of passion, talent, and trust. We offer comprehensive benefits and perks in line with these principles, as well as a high level of flexibility for every Twin<ul><li>A competitive compensation package in line with leading technology companies</li><li>A remote and accomplished global team</li><li>Opportunity for equity participation </li><li>Unlimited vacation with manager approval</li><li>16 weeks of 100% paid parental leave for delivering parents; 8 weeks of 100% paid parental leave for non-delivering parents</li><li>100% Employer sponsored healthcare, dental, and vision for you, and 80% coverage for your family; Health Savings Account and Flexible Spending Account options</li><li>401k retirement savings plan</li></ul><div class="content-conclusion">We have been made aware of fraudulent interview requests being sent using the Twin Health's name. All communications will come from official Twin Health channels and a <a href="http://twinhealth.com/" rel="nofollow noopener noreferrer" target="_blank">twinhealth.com</a> email address. We will never ask you to complete a text interview or request financial details during the interview process. </div>

Twin Health

Client Growth & Success Operations Analyst

Analysis Skills

Artificial Intelligence (AI)

Atlassian JIRA

Best Practices

Billing

Business Operations

Channel Strategies

Chronic Disease

Clinical Medicine

Communication Skills

Cross-Functional

Customer Experience

Customer Relations

Data Analysis

Data Collection

Diabetes

Disease Prevention and Control

Distribution Channel

Documentation Standards

Forecasting

Funding

Interpersonal Skills

Leadership

Leading Edge Technology

Legal

Machine Tool

Marketing

Medications

Metabolic Disorders

Microsoft Office

Obesity

Onboarding

Operational Audit

Operational Support

Performance Analysis

Performance Metrics

Presentation/Verbal Skills

Problem Solving Skills

Process Improvement

Professional Services

Project/Program Management

Regulatory Compliance

Reporting Dashboards

Reporting Skills

Risk Analysis

Sales Pipeline

Salesforce.com

Service Level Agreement (SLA)

Standards Development

Standards of Care

Systems Maintenance

Team Lead/Manager

Team Player

Technical Leadership

Time Management

Training Tools

Trend Analysis

Up-Selling

Weight Management

Willing to Travel

Writing Skills

GreenHouseAPI

We look for high-performing college students who are intellectually curious, detail-oriented, and eager to learn: Strong academic performance in a Finance, Accounting, Economics, or related major. Fireclay Partners offers a high-impact remote internship experience for motivated college students interested in investment banking and private markets advisory.

<h3>Investment Banking Analyst (Part-Time / During Academic Year)</h3>Fireclay Partners offers a high-impact remote internship experience for motivated college students interested in investment banking and private markets advisory. Our analyst internship program is designed to immerse students in real-world deal work and business development activities while accommodating their academic schedules. Interns become valued contributors to active projects, gaining direct exposure to M&A processes, financial analysis, and strategic advisory in a collaborative and entrepreneurial environment.<h4>Key Responsibilities</h4>As a remote Investment Banking Analyst, you will work closely with senior team members on a variety of tasks, including:<ul><li>Assisting in the creation of pitch materials, information memoranda, buyer lists, and data room content for live and prospective transactions.</li><li>Conducting market and competitive research to support business development and deal execution.</li><li>Preparing financial analyses and company valuations using methods such as precedent transactions, public comparables, and discounted cash flow (DCF).</li><li>Supporting outreach initiatives to private equity firms and strategic acquirers.</li><li>Helping organize internal tracking systems and reporting tools to monitor pipeline and client engagements.</li></ul><h4>Ideal Candidate Qualifications</h4>We look for high-performing college students who are intellectually curious, detail-oriented, and eager to learn:<ul><li>Strong academic performance in a Finance, Accounting, Economics, or related major.</li><li>Excellent proficiency in Microsoft Excel and PowerPoint.</li><li>Strong communication skills and professional writing ability.</li><li>Self-starter mindset with the ability to manage remote work independently and meet deadlines.</li><li>Demonstrated interest in investment banking, M&A, private equity, or corporate finance.</li></ul>This internship is structured to align with academic calendars and is designed to offer students meaningful work experience, mentorship, and insight into a career in investment banking.

Analyst (Current Student - Remote)

Accounting

Business Development

Competitive Research

Corporate Finance

Detail Oriented

Discounted Cash Flow (DCF)

Economics

Market Research

Private Banking

Process Analysis

Work From Home

You will engage with stakeholders across the business — from senior leadership to veterinarians and practice leaders in the field — translating operational reality into financial insight and, in turn, making financial performance clear and actionable at the practice level. Process & Tools: Continuously improve how we collect, model, and report data — from commission calculations to reporting workflows — including thoughtful use of AI tools to accelerate analysis and free up time for higher-value work.

Who We Are Heritage Vet Partners (HVP) is the nation’s leading veterinary partnership specializing in mixed/large animal practices.  We believe there is great value in the legacy, customer relationships, brand, culture, and team that veterinarians have built. Our goal is to provide services and support around the foundation veterinarians have developed. Most importantly, we believe that together we can best meet the changing needs of the customers and industries that we serve. We are very excited about the future of mixed and large animal practice and want our partnering practices and veterinarians to enjoy the success of Heritage Vet Partners.  HVP currently has clinics/locations in Nebraska, Wisconsin, Missouri, West Virginia, Virginia, Ohio, Indiana, Kansas, Iowa, Minnesota, Michigan, and Texas!    Position Summary We are seeking a Financial Analyst to join our FP&A team at a pivotal point in the company’s growth. This is a high-visibility role that blends traditional financial reporting and analysis with modern data analytics. You will engage with stakeholders across the business — from senior leadership to veterinarians and practice leaders in the field — translating operational reality into financial insight and, in turn, making financial performance clear and actionable at the practice level. The ideal candidate is analytically rigorous, genuinely curious about the business, and comfortable moving between the C-suite and the clinic floor. If you enjoy building — models, analyses, processes — and want to see the impact of your work in real time across a growing platform, we want to hear from you.  This is a hybrid position requiring employees to work onsite three days per week and remotely two days per week. Onsite days are based out of our Overland Park office and may be determined by team or business needs. What You'll Do Revenue & Margin Analytics: Analyze revenue, COGS, and gross margin trends at the practice, service line, and product level — including vendor rebate tracking and optimization. Identify drivers, flag anomalies, and partner with practices to improve profitability.  Financial Reporting: Prepare monthly, quarterly, and annual financial reporting packages for senior leadership, the board, and external stakeholders. Own the narrative behind the numbers.  Budgeting & Forecasting: Support the annual budget process and maintain a rolling weekly cash flow forecast. Partner with practice and corporate leaders to build bottoms-up plans and keep the business ahead of its numbers.  Strategic Analysis: Build business cases for new initiatives, investments, and operational decisions. Develop and monitor practice-level benchmarks and KPI frameworks that help leadership and practices evaluate performance.  Acquisition Integration: Transition new acquisition quality of earnings outputs into the budget and forecasting framework. Onboard newly acquired practices onto finance dashboards and reporting processes.  Process & Tools: Continuously improve how we collect, model, and report data — from commission calculations to reporting workflows — including thoughtful use of AI tools to accelerate analysis and free up time for higher-value work. What You Bring <ul><li>Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field.  </li></ul><ul><li>2+ years of experience in FP&A, corporate finance, investment banking, accounting, or a similarly analytical role. Multi-site, healthcare, or sponsor-backed experience is a plus but not required.  </li></ul><ul><li>Strong financial modeling and Excel skills, with a solid understanding of the three financial statements and how they connect.  </li></ul><ul><li>Hands-on data analytics experience — comfort with large datasets, SQL or similar query tools, and translating messy data into clear answers.  </li></ul><ul><li>Clear, direct communication style — able to explain financial concepts to non-finance audiences, including veterinarians and practice staff.  </li></ul><ul><li>Ownership mindset: you follow through, sweat the details, and don't wait to be told what to do next. </li></ul><ul><li>Familiarity with ERP systems and comfort navigating financial data across platforms.  </li></ul>Bonus Points <ul><li>Exposure to veterinary, healthcare services, or other multi-site business models. </li></ul><ul><li>Power BI experience (DAX, data modeling, dashboard design).  </li></ul><ul><li>Demonstrated fluency with AI tools for analysis, modeling, or process automation.  </li></ul><ul><li>Experience supporting M&A, integration, or quality-of-earnings workstreams.  </li></ul><ul><li>Experience with Acumatica or veterinary practice management systems.  </li></ul>Why Heritage  <ul><li>A seat at the table. You’ll work directly with senior leaders on decisions that matter. </li></ul><ul><li>Real impact. Your analysis will shape how practices run and how capital gets allocated.  </li></ul><ul><li>Growth. We’re in a defining stretch for the platform — and for your career. The work you do here will shape what HVP becomes.  </li></ul><ul><li>Mission. You'll support the veterinarians who care for the animals that feed and sustain rural America.  </li></ul>Benefits  HVP offers a full benefits package, including 4 health insurance plan options, vision, dental, and life insurance, long and short-term disability, critical illness and accident insurance, and GAP insurance.  We also offer Flexible Spending Accounts as well as Health Savings Accounts.  A generous paid time off policy allows our employees the flexibility they need for work/life balance.  HVP invests in your future by offering a company sponsored 401k plan with employer match, along with access to a financial planner!

Investment Jobs in Lees Summit, MO

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Investment Jobs in Lees Summit, MO

Investment Banking Analyst (Summer 2026 Start) Fireclay Partners

Client Growth & Success Operations Analyst Twin Health

Analyst (Current Student - Remote) Fireclay Partners

Financial Analyst, FP&A Heritage Vet Partners and their Partner Clinics

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