Financial Planning Support Associate at Davy providing client support and ensuring regulatory compliance in financial planning initiatives.
About the role
- Finance Intern assisting with administrative tasks during Workday ERP go-live and 2025 Year End Audit at a non-profit organization. Gaining firsthand knowledge on accounting and finance operations.
Responsibilities
- Assist the Finance Department with all administrative aspects during Workday ERP go-live.
- 2025 Year End Audit.
- Board prep.
- Special projects.
- Other duties as required.
Requirements
- Excellent oral and written communication skills.
- Interest in Accounting and Finance areas of focus.
- Knowledge of Microsoft Office required.
- Interest and comfort level with data analytics.
- Must be pro-active, self-directed, detail-oriented and organized, as well as work independently in a virtual setting.
- Ability to interact professionally with multiple and diverse cross-departmental stakeholders.
- Ability to prioritize, work under pressure and meet deadlines (with supervision).
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