Senior Associate in Financial Due Diligence working with healthcare clients at RSM. Involved in financial analysis and diligence services for M&A engagements across various states.
About the role
- FP&A Intern working on financial analysis and process improvement utilizing AI tools. Collaborating with cross-functional teams for data-driven decision making in a SaaS environment.
Responsibilities
- Identify inefficiencies within standard FP&A processes
- Evaluate the business value of addressing process gaps or inefficiencies
- Document current-state processes and propose scalable improvements
- Assist in designing AI‑enabled process improvements
- Help develop a repeatable, standard approach for leveraging AI in FP&A problem‑solving
- Apply judgment in determining when AI tools enhance analysis versus manual approaches
- Support ad‑hoc financial analysis and special projects as needed
- Gather, analyze, and synthesize financial and operational data to inform insights
- Prepare reports, presentations, and written summaries of findings
- Translate analysis into clear, concise insights for leadership and non‑technical audiences
- Partner with Finance, Sales, Marketing, and Product teams to gather inputs and perspectives
- Incorporate feedback from stakeholders to refine analysis and recommendations
Requirements
- Currently pursuing or recently completed a bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field. Graduating December 2026 or later.
- Strong analytical and problem‑solving skills
- Proficiency in Microsoft Excel and other data analysis tools
- Ability to synthesize information and communicate insights clearly, both verbally and in writing
- Comfortable working independently on defined projects while collaborating within a team environment
- High attention to detail and accuracy
- Prior experience or coursework in financial analysis, data analysis, or related areas is a plus
Benefits
- Occasional travel may be required
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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