Finance / Accounting Intern Job Description

Finance / Accounting Intern Job Description

4.6
167 votes for Finance / Accounting Intern
Finance / accounting intern provides clerical assistance where need from copying, faxing, creating Word and Excel documents, filing, scanning documents, boxing up files, etc.

Finance / Accounting Intern Duties & Responsibilities

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

Sample responsibilities for this position include:

Applies general accounting principles for recording, maintaining and analyzing accounting and financial data
Completes assigned projects and tasks related to financial operations, budgeting, expense processing, financial analysis and reporting, tax, investments, regulatory filings, audit reports, quarterly financial statements and/or other functional areas in Accounting and Finance
Performs research at the direction of senior staff, including various audits of the company records
Assists with maintaining accounting reports and ledgers for special projects as needed on behalf of affiliated entities within the Guggenheim Insurance family of companies
Financial System Support – assist with the production of monthly general ledger results
Accounts Payable and Fixed Assets – perform a rotation in each of the departments to gain an understanding of the end to end process
Assigned a manager who can help guide them through the program on a daily basis
Participation in unique banking related training events
A wrap-up presentation will be prepared by the Interns to be shared with the Chief Financial Officer and other key leaders in the company to outline their accomplishments and experience during the internship
Assist in the daily invoicing of our international customers

Finance / Accounting Intern Qualifications

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

Licensing or Certifications for Finance / Accounting Intern

List any licenses or certifications required by the position: FRM, PMP, CAIA, CMA, CCA, CA, CFA, CIA, CPA, PBC

Education for Finance / Accounting Intern

Typically a job would require a certain level of education.

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

Skills for Finance / Accounting Intern

Desired skills for finance / accounting intern include:

Excel
PowerPoint
MS Word
Microsoft Excel
Microsoft Office
Particularly Excel
Excel and basic Excel functions
Microsoft Office Suite - Word
Office tools
Outlook

Desired experience for finance / accounting intern includes:

Knowledge of accounting principles and ability to analyze information
Major in Accounting or Finance, enrolled in 9 hours or more each semester (undergrad)
Undergraduate student majoring in accounting or finance
Completion of at least sophomore year with a GPA of 3.2 or higher
Experience with insurance/annuity industry or regulatory reporting a plus
Analytic and quantitative capabilities

Finance / Accounting Intern Examples

1

Finance / Accounting Intern Job Description

Job Description Example
Our company is searching for experienced candidates for the position of finance / accounting intern. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for finance / accounting intern
  • Act as back-up, as needed, with respect to the monthly reporting requirements (e.g., A/R reports, Unapplied cash) and cash flow hedge contracts
  • Obtain, maintain and update tax tracking sheets for assigned accounts for US Residency forms and Withholding Tax receipt documentation
  • Assist with the material cost billing and reconciliation process
  • Analyze delivery of materials data with HBOe Operations and enter delivery dates in Oracle to ensure proper revenue recognition in the Oracle system in a timely manner
  • Maintain and update Contract Accounting team Contract Tracking report and perform necessary checks ( , contract status
  • Gathering information on current foreign vendors, helping to design a user-friendly database, entering data and verifying accuracy of database
  • Gathering information on current process of adding foreign vendors to the system, documenting the process and making recommendations for process improvements (e.g., efficiencies and enhanced controls, etc)
  • Gathering information on current assets, adding asset records to the EnterpriseOne Fixed Asset database and reconciling output from database against the EnterpriseOne general ledger
  • To provide a timely forward looking view of the business by producing forecasts – Annual Budget, Mid-Range Plan, Monthly Flash forecasts, ad-hoc analyses – in order to enable and facilitate proactive, strategic decision-making, on behalf of management
  • To support the operations by providing foresight and by helping to track revenues, expenses
Qualifications for finance / accounting intern
  • Ability to accurately understand scope of assigned projects, goals, and requirements, through meetings, taking notes, and asking questions
  • Enthusiasm to learn and an aptitude for working in a collaborative corporate environment
  • Area of interest Accounting or Finance
  • Submission of a cover letter - required
  • Experience (please add any special skills you desire from an intern)
  • Leadership positions while maintaining an above-average GPA, a plus
2

Finance / Accounting Intern Job Description

Job Description Example
Our growing company is looking to fill the role of finance / accounting 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 finance / accounting intern
  • Transactions and Modeling Advisory – Help advise clients on strategic decisions through the use of financial modeling, financial analysis, and valuation
  • Capital Asset Advisory – Help advise clients to effectively select, deliver, manage, and value investments in capital assets and real estate to maximize returns and reduce risk
  • Cost center reviews
  • Distribution of business unit packages
  • Engineering allocations
  • Preparation and entry of sales invoicing
  • Oshkosh, WI
  • Appleton, WI
  • Heavy interaction with chapters all across the country
  • Transaction Compliance Valuation – Assist with providing valuation advisory services and opinions related to financial reporting (e.g., purchase price allocation, goodwill impairment), tax structuring, and regulatory valuation
Qualifications for finance / accounting intern
  • Analyze data and trends
  • Assist with compliance requirements
  • Assist with routine departmental activities (e.g., month end close preparation and data updates)
  • Intern must be a current student enrolled in a graduate or undergraduate degree program (Business, Finance, Management Information Systems, Economics or Accounting majors ) with an interest and aptitude to work in Accounting and Finance
  • Familiarity with basic accounting and finance terminology
  • Ability to prioritize tasks and handle multiple assignments simultaneously
3

Finance / Accounting Intern Job Description

Job Description Example
Our innovative and growing company is hiring for a finance / accounting intern. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for finance / accounting intern
  • Audit Support – Perform Audit procedures related to various fair value estimates
  • Assisting the various fund managers who oversee the University’s unrestricted, restricted, endowment, split-interest, and plant funds by processing various journal entries, preparing select work papers in support of year-end audits, providing accounting research on specific reporting requirements and providing overall support through the monthly and year-end closing processes
  • Assisting in the preparation of account reconciliations to ensure the integrity of the University’s general ledger
  • Participating in special accounting and tax projects as directed by a member of the Controller’s senior team
  • Participate in a variety of department activities
  • Meet with assigned supervisor to discuss scope of assigned activities
  • Receive timelines and due date for assigned projects
  • Participate in training and mentoring sessions with supervisor
  • Obtain specific department related guidance
  • Captive Accounting
Qualifications for finance / accounting intern
  • Student in a Sophomore standing or greater working towards a Bachelor’s degree in Accounting or Finance
  • Knowledge of Adobe Acrobat – Standard Version
  • Working towards a Bachelor’s Degree with major(s) or minor(s) in Accounting, Finance or Economics
  • GPA requirement of a 3.2 or above
  • Must be going into your Junior or Senior year
  • Bachelor of Science/Business Administration with a concentration in Math required, Finance, Accounting or Business
4

Finance / Accounting Intern Job Description

Job Description Example
Our company is growing rapidly and is looking for a finance / accounting 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 finance / accounting intern
  • Assisting with updating the ICF narratives and flow charts
  • Understanding data flow and how data is transformed into financial statements
  • Understanding the importance of controls to an organization
  • Complete, support and conduct continuous improvement projects on fixed assets, based on project parameters
  • Help implement a standardized process for capitalized accounting data
  • Help fine tune the supply chain finance team’s tools and processes
  • Take part in end-of-month closing procedures, financial analysis, and forecasting
  • Bachelor degree in accounting (2nd or 3rd year underway)
  • Initiative and results-based attitude
  • The financial report automation project, including HFM reports
Qualifications for finance / accounting intern
  • Ability to work independently and as part of team with professionals at all levels
  • Work under supervision of other accounting & finance professionals
  • Prior finance or accounting experience a plus
  • Bachelors degree required with preferred majors including Electrical Engineering, Mechanical Engineering, Industrial Engineering, Civil Engineering, Construction Management or a related field of study
  • Junior, Senior or Graduate Student standing at the time of application
  • Pursuing a Bachelor’s or Master’s Degree in either Finance or Accounting
5

Finance / Accounting Intern Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of finance / accounting 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 finance / accounting intern
  • Support and proceed to different analyses in connection with the transformation
  • High level of comfort with technology and IT
  • Ability to analyze results and explain their causes
  • Identifying key pinch points in the close process that can be modified for efficiency
  • Troubleshooting and error avoidance procedures
  • Extensive documentation for onboarding and training purposes
  • Streamlining and automating the current financial reporting process
  • Supporting Finance Director with Revenue Recognition tasks
  • Entering and researching data
  • Perform processes for identified areas of responsibility including month end process order closure, journal voucher transfers, miscellaneous accruals, cost allocations as designed and 3rd party billings
Qualifications for finance / accounting intern
  • Enrolled in a Bachelors or Master's degree required with preferred majors including Electrical Engineering, Mechanical Engineering, Industrial Engineering, Civil Engineering, Construction Management or a related field of study
  • Enrolled in an undergraduate and/or graduate degree program in Accounting or Finance
  • Enrollment in a Bachelor’s degree program or Master’s degree program
  • Educational experience should have focus within International Business Management, (Corporate) Finance, Accounting, Controlling, Auditing, General Management or relatable field
  • Area of interest Finance or Accounting
  • Currently pursuing a degree in Finance, Accounting, Industrial Engineering, Supply Chain Management, Business or related field

Related Job Descriptions

Resume Builder

Create a Resume in Minutes with Professional Resume Templates