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Financial Planning and Analysis Intern

DIRECT SUPPLY

MILWAUKEE, WIInternshipSeen todaySeen in employer's feed today

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At a glance

Compensation
No compensation found
Location
MILWAUKEE, WI
Role Type
Internship
Schedule
Internship
Work Authorization
Not specified

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Job overview

The Financial Planning and Analysis Intern supports Finance through monthly reporting, analysis of financial and operational results, forecasting, and process improvements. The intern helps automate recurring reporting with Power BI and AI tools, partners with Finance and business stakeholders on analyses, communicates findings through presentations and data-driven storytelling, and assists with periodic tax-related activities.

Skills & qualifications

RequiredNice to have

Skills

Financial Planning and AnalysisFinancial ReportingFinancial AnalysisForecastingPower BIAI ToolsSystems ThinkingProblem SolvingJudgmentIdea DevelopmentInfluenceCollaborationCommunicationAdaptabilityData-Driven Storytelling

Qualifications

Sophomore or Higher StandingFour-Year Undergraduate or Graduate Enrollment

Full job description

JOB REQUIREMENTS: In the Financial Planning and Analysis Intern position, you'll gain hands-on experience in financial planning and analysis while helping Finance improve reporting, forecasting and business insights. You'll work with financial data and technology to identify trends, improve processes and support informed business decisions. Direct Supply is building the future of healthcare technology with industry-leading products, solutions and platforms to help improve the lives of millions of seniors and those who care for them. What You'll Do and Impact: Support financial planning and analysis by preparing monthly reporting packages used by Finance and business leaders to understand performance. Analyze financial and operational results to identify trends and key business drivers and support forecasting and other forward-looking analyses. Help automate recurring financial reporting using Power BI and AI tools to reduce manual processes and improve visibility into business performance. Partner with Finance and business stakeholders on ad hoc financial analyses, reporting requests and process improvements that support informed decision-making. Communicate financial findings and recommendations through clear presentations and data-driven storytelling. Support periodic tax-related activities, including tax reconciliations and other financial analyses, in partnership with Finance and Accounting Partners. Skills Needed: Systems Thinking & Problem Solving - Identify the right problems to solve by understanding the broader system - customers, stakeholders, processes, data, technology, and AI. Connect root causes, dependencies, tradeoffs, and upstream and downstream effects to develop practical, scalable solutions that improve the whole. Apply Judgment - Make sound decisions by evaluating data, context, assumptions, risk, and outcomes. Critically assess ideas and AI-generated outputs, consider interdependencies, voice a clear point of view, and own the results and impact. Create & Shape Ideas - Generate, test, and develop new ideas into useful, high-quality solutions and experiences. Use creativity, curiosity, technology, and different perspectives to see around the corner, innovate and develop ideas into outcomes that create value and scale. Influence & Collaborate - Build trust, communicate clearly, and work across boundaries to drive action and shared outcomes. Seek and integrate different perspectives, contribute ideas, work through dependencies, and help teams make progress together through change and ambiguity. Learn & Adapt - Continuously grow and adapt as technology, customer needs, roles, and work systems evolve. Stay curious, learn beyond your core specialty, experiment with new approaches, use AI to accelerate learning, and improve through feedback and setbacks. Experience: Sophomore or higher standing in a four-year undergraduate program, or enrollment in a graduate... For full info follow application link. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/6C0AA3B0FE894FB2

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