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Financial Planning and Analysis Intern

Direct Supply
United States, Wisconsin, Milwaukee
7301 West Champions Way (Show on map)
Nov 01, 2024

Position Summary:

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.

In the Financial Planning and Analysis Intern position, you'll be responsible for reporting financial information, preparing quantitative analyses, and helping to provide visibility into trends and performance. This role will specifically focus on automation projects to build scalable reporting solutions that yield actionable insights to help drive business growth and efficiency. This intern position is year-round, accommodating a part-time schedule during the school year and full-time during breaks and summer.

Competencies & Skills Needed:

  • Delivers Results - Demonstrated ability to shift priorities to accommodate urgency and demand

  • Communicates Effectively - Excellent verbal and written communication skills with strong attention to detail

  • Adapts to Situations - A passion for continual learning, data, and finding insights beneath the surface

  • Demonstrated proficiency in Microsoft Excel

What You'll Do and Impact:

  • Assist with financial planning and analysis including preparing monthly reporting packages used by finance and line of business leadership

  • Create and analyze reporting to support strategic initiatives with a focus on forecasting and forward looking insights

  • Support BI tool migration, leveraging existing frameworks and data models, to automate reporting currently done in excel using PowerBI and other tools

  • Collaborate and assist in day-to-day finance & accounting activities to support team members

  • Present project outcomes and learnings to the team and leadership

Experience:

  • Sophomore or higher standing in a 4-year undergraduate program, or in a graduate program, majoring in Finance, Accounting, Statistics, Economics, Business Analytics, or similar

  • GPA of 3.3 or higher

  • Ability to work full time during the summer (~40 hours/week) and part-time during the school year (~15-20 hours/week)

Additional Items of Interest:

  • Previous experience in finance, quantitative business analysis, statistics, or analytics in extracurriculars, hobbies, or internships

  • Experience using Query languages and BI Platforms (SQL, Power BI, etc.)

Job to be performed in the location listed. Generous benefit package available. Click here to learn more.

Direct Supply, Inc. and its U.S. subsidiaries are equal opportunity and affirmative action employers committed to diverse workforces.

2013 to 2024 Direct Supply, Inc. All rights reserved.

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