Financial Analyst Intern Job Description

Financial Analyst Intern Job Description

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Financial analyst intern provides analytical results in various formats such as MS Excel spreadsheets, MS PowerPoint presentations or MS Word documents.

Financial Analyst Intern Duties & Responsibilities

To write an effective financial analyst intern job description, begin by listing detailed duties, responsibilities and expectations. We have included financial analyst intern job description templates that you can modify and use.

Sample responsibilities for this position include:

Experience with Excel plus planning software Hyperion, SAP, Tidemark or other cloud EPM
Fine-tune your Financial Modeling and Excel skills
Participates in the preparation of financial information for the development of budget, forecasts, scorecards and action plans
Understands key financial reporting structures, account structures and audit controls
Participates in various aspects of implementation and/or modification of new reporting and accounting systems, enhancements, procedures, account structures, audit controls
Participate in the preparation of financial statements, performance data, and other reporting documents for accuracy and reasonableness in accordance with local GAAP requirements and industry guidelines
Assist with the organization of the Funds statutory audit process
Participate in daily review and release of NAV’s for Luxembourg domiciled products
Prepare periodic expense analyses, budget accruals and invoice payments
Participate in the review of various regulatory filings and supporting schedules

Financial Analyst Intern Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Financial Analyst Intern

List any licenses or certifications required by the position: SOX

Education for Financial Analyst Intern

Typically a job would require a certain level of education.

Employers hiring for the financial analyst intern job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Finance, Accounting, Economics, Business, Business/Administration, MBA, Graduate, Statistics, Business School, Engineering

Skills for Financial Analyst Intern

Desired skills for financial analyst intern include:

Excel
PowerPoint
MS Word
Office procedures and practices
SQL
Microsoft Office products
Accounting and finance
MS office package
R
Word

Desired experience for financial analyst intern includes:

Currently enrolled in an Graduate MBA/MS program majoring in accounting, finance or a related discipline (current sophomore or junior)
1- 2 years experience in accounting/finance with exposure to financial planning and analysis
Enterprise Financial Reporting & US GAAP reporting
Accounting for transactions in order to cash, record to report, procure to pay and hire to retire processes
Accounting policy, trade & intercompany revenue relationships, contra accounting, Legal Entity accounting, Local Statutory Accounting, account reconciliations, balance sheet reviews, close process
Identifying and handling critical financial and business issues (contract review/negotiation, portfolio analysis)

Financial Analyst Intern Examples

1

Financial Analyst Intern Job Description

Job Description Example
Our company is growing rapidly and is looking for a financial analyst intern. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial analyst intern
  • Exposure to diverse corporate finance teams, the business units they support, and their unique processes
  • Opportunities to assess and enhance your critical thinking and leadership skills
  • Networking events with peers, leaders, and experts
  • Exceptional, hands-on experience, including support and guidance from experts
  • Support global controllers, key contacts and functional leaders with various financial analysis, financial review and work with month end closing activities
  • Support global consolidation during month end process with data consolidation and preliminary analysis, coordination, follow-up activities and final report creation
  • Support in various finance projects, as available
  • Analyzing profitability performance and exposure to management reporting
  • Preparing financial forecasts in support of evolving product and strategy decisions
  • Participating in the external financial reporting process and related governance
Qualifications for financial analyst intern
  • Pursuing full time Master’s degree in accounting, finance or MBA with concentration in accounting
  • Pursuing full time Bachelor’s degree in accounting, business administration, finance or economics
  • Currently studying for a business, numerical or engineering degree
  • Must have the ability to research and reconcile outstanding balances
  • Currently enrolled in an accredited baccalaureate program majoring in accounting, finance or a related discipline (current sophomore or junior)
  • Rising Senior enrolled in an undergraduate degree program
2

Financial Analyst Intern Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of financial analyst intern. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial analyst intern
  • Learn and execute LTF practices with the assistance and support of HR Analysts III, within defined project milestones
  • Assist in gathering, validating, calculating, analyzing and reconciling a variety of data, as directed
  • Generate and/or validate HC/C&B and Ad Hoc Reports
  • Assist with the maintenance of data accuracy throughout the LTF process
  • Document internal processes and actively participate in process improvements
  • Demonstrate basic awareness of business and market factors
  • The FA Intern will be an integral part of the program team
  • Maintain program measurement control systems
  • Provide real time information to management regarding EAC swings, program updates
  • Create and maintain standard financial reports (Cost Projection Forecasts
Qualifications for financial analyst intern
  • A degree/or ongoing studies in Business Administration or the equivalent experience
  • Ongoing university or College studies in Finance and/or business administ
  • Preferred cumulative undergraduate and graduate GPA of 3.2 or higher
  • Demonstrate expertise in financial concepts and analytical capabilities in the preparation of financial analyses and models
  • Experience with Microsoft Office preferred, other analysis or database software acceptable
  • Ability to interface with people at all levels in the organization
3

Financial Analyst Intern Job Description

Job Description Example
Our company is looking for a financial analyst intern. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial analyst intern
  • Assists with financial modeling (cost/profitability), competitive analyses (business, financial performance
  • Supports cross organizational projects by working closely with process owners and various product groups to define business requirements
  • Work closely with our world class Senior Financial Analyst team on financial reporting, analysis of monthly/quarterly results, and financial modeling of new technology programs
  • Coursework in Finance or Accounting with a 3.5 GPA
  • Assist with cost controlling within organization
  • Assist in developing P&L tools to support individual brand performance
  • Audit assets currently in use
  • Assist with financial control and monthly closing activities
  • Assist with the preparation and review of SEC Filings
  • Review the Corporate Executive Package
Qualifications for financial analyst intern
  • Ability to quickly gain knowledge of unfamiliar business operations and technology and assertiveness to seek out information through contacts throughout the organization
  • Applicants must be currently enrolled and pursuing a degree at an accredited school and have completed 30 semester hours prior to the start of the internship/co-op
  • Experience with Financial Analysis is required
  • Ability to successfully partner with senior stakeholders from various parts of the organization and drive successful outcomes
  • Experience with financial analysis preferred
  • Skill/expertise in gathering and analyzing data and trends and identifying gaps in data
4

Financial Analyst Intern Job Description

Job Description Example
Our company is looking for a financial analyst intern. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for financial analyst intern
  • Prepare SEC disclosures for the new revenue standard
  • Contribute to the lease standard implementation (including data gathering, analysis, benchmarking)
  • Responsible for the development of a set of reporting packages and performance metrics covering the global services portfolio
  • Provide analytical support to evaluate and make recommendations to management regarding services financial data and reporting
  • Identify opportunities to enhance service efficiency
  • Perform monthly project reviews with Project Managers, Construction Directors, and Business Unit V.P.’s to review status of each project, analyze costs and cost accruals, prepare forecasts, adjust budgets, prepare final project analysis and closeouts
  • Monitor and analyze project revenues and costs to ensure complete and accurate cost accumulation and revenue recognition
  • Provide support during close and forecast process
  • Develop tracking tools for areas of spend, including but not limited to headcount and equipment
  • Support preparation of ad-hoc business segment analysis that will be required for site reviews
Qualifications for financial analyst intern
  • Applicants must be pursuing an Accounting or Finance degree at an accredited school and have completed 30 semester hours prior to the start of the internship
  • Good communication skills, adaptable, flexible, self-driven and able to take initiatives
  • Proficient with MS Office Tools, presentation skills
  • Ability to perform in-depth analysis to generate actionable data
  • Able to do SWOT analysis, gap-analysis and make recommendation to GBC organization on how to be efficient and more productive
  • Pursuing Bachelor's Degree in Commerce, Finance, Business Administration or Accounting from Queen's University
5

Financial Analyst Intern Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of financial analyst intern. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for financial analyst intern
  • Monitor fundamental economic, industrial, and corporate developments through the analysis of information obtained from financial publications and services, investment banking firms, and company sources
  • Compile data for financial reports, perform general financial analysis, and evaluate the degree of financial risks
  • Assist with forecast material for finance teams
  • Assist with presentations for senior management
  • Create and track key financial metrics
  • Update quarterly earnings schedules
  • Partner with Investor Relations to produce investor related material
  • Drive reporting and manage report changes
  • Projects leveraging advanced financial modeling and analysis
  • Be enrolled in a 4-year accredited College or University
Qualifications for financial analyst intern
  • Summer Internship/Co-op experience
  • Highly motivated, organized, detailed oriented self-starter, with a demonstrated proficiency for problem solving, and good math skills
  • Must be capable of preparing files and maintaining records and documentation in
  • Must be able to collect, evaluate, and interpret data, in both statistical and narrative form, and
  • Pursuing a Bachelors Degree in Accounting, Finance
  • Previous internship experience is beneficial

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