Financial Intern Job Description
Financial intern
provides IT leadership for Financial Services Application Services team, strong team-building skills, and ability to motivate others.
Financial Intern Duties & Responsibilities
To write an effective financial intern job description, begin by listing detailed duties, responsibilities and expectations. We have included financial intern job description templates that you can modify and use.
Sample responsibilities for this position include:
Basic understanding of Microsoft Windows environment and Microsoft Excel
A project designed to improve a defined process within the Financial Strategy function will be assigned to plan and execute during the internship
A wrap-up presentation will be prepared to be shared with the Chief Financial Officer and other key leaders in the company to outline their accomplishments and experience during the internship
Perform chart of accounts setups in Oracle
Perform metadata changes in Hyperion
Assist users with production support items for Oracle, Hyperion, Blackline, and other systems used by the CFO groups
Perform product resource setups in Oracle
Maintain Hyperion and Blackline access (provisioning or removing access)
Assist with UAT testing for system configuration changes and new functionality
Import payment reports to Blackline for accounting reconciliations
Financial Intern Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Financial Intern
List any licenses or certifications required by the position: FRM, CFA, PMP, CAIA, CMA, CCA, CA, CIA, CPA, SOX
Education for Financial Intern
Typically a job would require a certain level of education.
Employers hiring for the financial 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, Business, Economics, Business/Administration, Graduate, Finance/Accounting, Statistics, Mathematics, Engineering
Skills for Financial Intern
Desired skills for financial intern include:
Accounting & Financial Metrics
Ability to apply data collection and analysis skills
Ability to apply math computation skills
Ability to perform math computation skills
Accounting and finance
Basic financial concepts
Billing and invoicing procedures
Business financial statements and individual federal tax returns
Desk top publishing software
Excel
Desired experience for financial intern includes:
A comprehensive Total Rewards Program that includes bonuses and flexible benefits
Access to on-going training and development opportunities specialist resources
Long-term investment, retirement, and savings plans
Currently pursuing a Bachelor’s in Accounting, Finance, Business Administration or Economics
Maintain PBC listings in Blackline
Assist Support Team member with tracking and logging of production support tickets
Financial Intern Examples
1
Financial Intern Job Description
Job Description Example
Our company is growing rapidly and is looking for a financial 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 intern
- Assist Support Team members with documentation of processes and procedures
- Assist Support Team members with projects as needed
- Support projects where the subject focus and solution are complex in nature, availability and attainability
- Assist with tax invoicing to customers (tax invoices distribution rules), vender payments, customer cash applications and misc
- Assist in the review and management of approximately 200 Fund of funds and hedge funds
- Prepare capitalizations of projects learning the preparation for a business case
- Run reporting for group for both financial and non-financial information
- Work hands on with projects related to Oracle Business Intelligence and other key systems
- Be a key point of contact for key performance indicators (KPI’s) in North America
- Creating & distributing monthly financial reports to marketing managers and directors
Qualifications for financial intern
- Participation in a University degree in accounting or business, or equivalent qualification
- Able to work independently and strong multi-tasking skills
- EU Nationality, or has a Luxembourg work permit
- Solid academics
- Technology awareness/background
- Background in finance or investing, specifically alternative assets and the endowment investing model
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Financial Intern Job Description
Job Description Example
Our innovative and growing company is hiring for a financial intern. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for financial intern
- Consolidate & assist marketing managers and directors with monthly forecast
- Initiate expense correction as needed
- Support year-end financial reporting requirements
- Work closely with our world class Senior Analyst team on financial reporting, analysis of monthly/quarterly results, and financial modeling of new technology programs
- Gain training and experience using new corporate planning and reporting tools like Tidemark and Workday
- Own and drive a specific project in each finance functional area through the rotation program
- Strong analytical skillset and ability to understand large quantities of data, identify trends and drivers, and distill them into insightful analysis
- Self-starter and motivated learner with a passion for new technology
- Coursework in Finance or Accounting with 3.5 GPA
- Prior experience building financial models in courses or prior internships
Qualifications for financial intern
- Demonstrated extracurricular involvement is desired
- Bachelor’s degree in Accounting and/or Finance, must be an active student
- 6 months to 1 year internship experience in Finance or Analytics field preferred
- A strong attention to detail and the ability to multi-task
- Junior/Senior Status or graduate status
- Relevant degree background with exposure to Accounting and Business
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Financial Intern Job Description
Job Description Example
Our company is searching for experienced candidates for the position of financial intern. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for financial intern
- Gather and input data into models and schedules
- Assist with reconciliations, journal entries and month-end closeout
- Previous accounting experience is preferred but not necessary
- Participate in planning and preproduction of the 2016 Annual Report
- Positions may involve Tracking of IGO/NIGO Netx360 issues, help create forms and templates
- Responsibilities and office location will be in Agoura Hills, CA
- Developing and analyzing reports to assure efficiencies with audit reviews
- Prepare and record quarterly journal entries into the PeopleSoft Ledger system
- Obtain information, via queries or drilldowns, from the PeopleSoft Ledger system
- Assist with Records management tasks (physical and electronic business records)
Qualifications for financial intern
- Proactive, self-motivated and capable to motivate the other
- A basic understanding of research and media list building tools (Factiva, Edge)
- Familiarity with the public relations and communications disciplines through past coursework or other internships
- Students seeking a Bachelor or Master’s degree in Accounting or related areas of study
- Prefer students to be at least a 2nd year accounting student
- Work directly with dealers, customers, or equipment division personnel
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Financial Intern Job Description
Job Description Example
Our company is growing rapidly and is looking to fill the role of financial 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 intern
- Assist with Accounting Reconciliations
- Assist with various adhoc projects and analysis
- Generating a targeted account lists and identifying cross selling opportunities
- Assist with drafting a new endorsement
- Researching existing portfolios to determine key metrics
- Research and analyze data concerning Plan performance compliance monitoring with licensure requirements
- Survey plans for Board Compensation and Structure Information, analyze results and prepare report
- Survey plans for audit firm, fee and other information, analyze results and prepare report
- Reconfigure processes and documentation for collecting PSA information from the plans
- Make sure all required annual financial information is submitted by the plans
Qualifications for financial intern
- Analyze customer and channel data and identifying common themes and insights using text and speech analytic tools
- Present insights to the business functional areas and help drive product development and process improvement efforts
- Pursuing your undergraduate degree at a respected institution (typically Economics, Business, Statistics, Econometrics)
- Fluency Portuguese and English is a must
- Junior or Seniors pursuing a bachelor’s degree in Accounting are encouraged to apply
- Currently pursuing a Bachelor’s degree in Business Administration with an emphasis in Accounting or Finance
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Financial Intern Job Description
Job Description Example
Our growing company is searching for experienced candidates for the position of financial 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 intern
- Assist with other special projects in reporting and accounting matters as needed
- Analyze revenues and expenses trends in order to identify risk and opportunities
- Track identified risk and opportunities
- Consolidate mayor variances explanations on a monthly basis
- Create and update monthly reports for the area
- Support planning and forecasting activities including investment optimization initiatives
- Support GNICS presentations to the management
- Coordinate monthly financial reporting and variance driver analysis
- Pull pipeline from Ingram quoting tools as a method to generate leads for the Financial Solutions Team
- Craft emails targeted towards designated pipeline and execute mail merges
Qualifications for financial intern
- In the process of obtaining accounting title
- Bilingualism in both French/English - spoken and written (an excellent knowledge of English is essential)
- Meticulous and rigorous in work methodologies
- You are flexible and hardworking with the ability to work in a team-driven environment
- On pace to achieve a Bachelor’s degree on higher within the next 24 months
- Travel is not required, but may be for occasional company meeting or outing