About the role

  • Finance Intern at Wealth Enhancement assisting in financial data analysis, budgeting, and reporting. Gain exposure to FP&A, Treasury, and M&A Finance functions.

Responsibilities

  • Rotate through multiple Finance functions, supporting teams such as FP&A, Business Finance, Treasury, and M&A Finance.
  • Assist with financial data collection, analysis, and reporting across different areas of Finance.
  • Support monthly reporting, budgeting, and forecasting activities under the guidance of Finance team members.
  • Help prepare financial models, analyses, and summaries related to business performance, cash flow, and investments.
  • Assist with M&A-related activities such as data gathering, organizing diligence materials, and supporting financial analysis.
  • Prepare reports, dashboards, and presentation materials for internal stakeholders.
  • Participate in special projects and process improvement initiatives across the Finance organization.
  • Collaborate with Finance team members and cross-functional partners throughout each rotation.

Requirements

  • Must be actively enrolled in a college or university degree program to be eligible for an internship.
  • Preferably pursuing bachelor’s degree in Finance, Accounting, Economics, or a related field
  • Strong academic performance (3.2 GPA or Higher) with a demonstrated interest in Finance or Accounting.
  • Basic to intermediate proficiency in Microsoft Excel; familiarity with PowerPoint and Word preferred.
  • Strong analytical thinking and attention to detail.
  • Ability to manage multiple tasks and adapt to new responsibilities quickly.
  • Strong communication skills and a willingness to ask questions and learn.
  • Self-motivated with a positive attitude and strong work ethic.

Benefits

  • Training and professional development
  • Wellness programs and resources
  • Worker's compensation – employer paid

Job title

Finance Intern

Job type

Experience level

Entry level

Salary

$21 per hour

Degree requirement

Bachelor's Degree

Location requirements

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