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Summer Financial Planning Analyst

3 months ago

Austin, United States augmentjobs Full time
Job DescriptionJob DescriptionJob Title: Summer Financial Planning Analyst

Job Overview: We are seeking a detail-oriented and analytical Summer Financial Planning Analyst to join our team for a summer internship. This role offers an opportunity to gain hands-on experience in financial planning and analysis, supporting the finance team in developing budgets, forecasts, and financial models. The Summer Financial Planning Analyst will assist with financial reporting, data analysis, and strategic planning to drive business performance.

Responsibilities:

  • Assist in the preparation and analysis of financial forecasts, budgets, and long-term financial plans.
  • Support the development and maintenance of financial models to project future financial performance and assess various scenarios.
  • Collaborate with team members to gather and analyze data related to revenue, expenses, and profitability.
  • Prepare detailed financial reports and presentations, including variance analysis, trend analysis, and key performance indicators.
  • Conduct research on financial trends, industry benchmarks, and market conditions to support financial planning efforts.
  • Monitor and track financial performance against budgets and forecasts, identifying deviations and recommending corrective actions.
  • Participate in financial planning meetings, providing insights and contributing to discussions on financial strategies and objectives.
  • Support ad-hoc financial planning tasks and projects as needed, including data collection, analysis, and reporting.

Qualifications:

  • Currently pursuing a Bachelor's degree in Finance, Accounting, Business Administration, or a related field (must be a current student).
  • Basic understanding of financial planning and analysis principles, financial modeling, and budgeting.
  • Proficiency in Microsoft Excel, PowerPoint, and financial analysis tools; familiarity with financial planning software and platforms is a plus.
  • Strong analytical and problem-solving skills, with the ability to interpret financial data and provide actionable recommendations.
  • Excellent communication and presentation skills, with the ability to convey financial insights and findings effectively.
  • Detail-oriented with a focus on accuracy and thoroughness in financial analysis and reporting.
  • Eagerness to learn and apply financial planning practices and methodologies in a real-world setting.
  • Ability to manage multiple tasks and deadlines effectively in a dynamic environment.