Financial Planning and Analysis Intern
Direct Supply
Milwaukee, WIFresher4h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 1 year
- Must know
- BudgetingPower BIFinancial analysisStakeholder managementBusiness analysisAccounting
- Work
- On-site in Milwaukee · internship
- Pay
- Not stated by the employer.
- Skill demand
- Budgeting69%Financial analysis58%Stakeholder management33%Power BI25%of 110 similar entry-level jobs posted in the US this week
- Listed
- Nov 8, 2026 · still open
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About the Role
The Financial Planning and Analysis Intern position offers hands-on experience in financial planning and analysis, supporting Finance in improving reporting, forecasting, and business insights. This role involves working with financial data and technology to identify trends, enhance processes, and facilitate informed business decisions.
Key Responsibilities
- Support financial planning and analysis by preparing monthly reporting packages for Finance and business leaders.
- Analyze financial and operational results to identify trends, key business drivers, and support forecasting.
- Automate recurring financial reporting using Power BI and AI tools to reduce manual processes and improve visibility.
- Partner with Finance and business stakeholders on ad hoc financial analyses, reporting requests, and process improvements.
- Communicate financial findings and recommendations through presentations and data-driven storytelling.
- Support periodic tax-related activities, including tax reconciliations and financial analyses, in partnership with Finance and Accounting.
Requirements & Tech Stack
- Systems Thinking & Problem Solving: Identify problems by understanding broader systems (customers, stakeholders, processes, data, technology, AI).
- Apply Judgment: Make sound decisions by evaluating data, context, assumptions, risk, and outcomes. Critically assess ideas and AI-generated outputs.
- Create & Shape Ideas: Generate and develop new ideas into useful solutions and experiences using creativity, curiosity, technology, and different perspectives.
- Influence & Collaborate: Build trust, communicate clearly, and work across boundaries to drive action and shared outcomes.
- Learn & Adapt: Continuously grow and adapt to evolving technology, customer needs, and work systems. Use AI to accelerate learning.
- Strong Microsoft Excel skills, including formulas, pivot tables, data analysis, and basic financial modeling.
- Ability to work full-time during the summer (~40 hours/week) and part-time during the school year (~15–20 hours/week).
Qualifications
- Sophomore or higher standing in a four-year undergraduate program, or enrollment in a graduate program, majoring in Finance, Accounting, Business Analytics, or a similar field.
- GPA of 3.3 or higher.
- Experience or demonstrated interest in AI, analytics, automation or data tools such as ChatGPT, Microsoft Copilot, Power BI, Databricks, SQL, Python or similar technologies.
- Personal projects, coursework, extracurricular activities or prior internship experience related to finance, analytics, automation or data.