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Financial Planning and Analysis Intern

Remote: 
Full Remote
Contract: 
Experience: 
Entry-level / graduate
Work from: 

Offer summary

Qualifications:

Currently enrolled in Business, Economics, Accounting or Finance, Competency in financial and statistical reporting, Proficiency in Excel, Word, and PowerPoint, Strong communication and interpersonal skills, Ability to work independently.

Key responsabilities:

  • Support analytical activities in financial planning and analysis
  • Work with data on consumer and commercial lending products
  • Synthesize large amounts of data into insights
  • Collaborate with other areas of the credit union
  • Internship starts January 2025
Grow Financial Federal Credit Union logo
Grow Financial Federal Credit Union

Job description

Overview:

At Grow Financial Federal Credit Union, we believe in service — to our 300,000 members, 600 team members and local communities. We’re not just your average bank. We’re a credit union, owned by our members and dedicated to serving people, not profit. We know that happy, engaged people provide the best service, so we live by our mantra: Be Bold. Be Great. Have Fun. Consistently named a Top Workplace by the Tampa Bay Times among multiple national awards we strive to develop a diverse, collaborative culture where you can grow personally and professionally.

 

Our “work from where you do your best work” strategy provides flexibility to our team members — who currently reside across the U.S. — with a variety of remote, hybrid and in-person roles. We enjoy plenty of opportunities to stay connected through video collaboration, digital tools, community service initiatives and numerous activities. Whether you thrive in a remote setting, prefer the energy of in-person collaboration or seek a balance between the two, you'll find your fit here. Join us as we seek to make things grow — people, communities, money and dreams.

 

Grow Financial is headquartered in Tampa, FL. For remote roles, candidates must be located in the following states: AL, AZ, AR, DE, FL, GA, ID, IN, IA, KS, KY, LA, MS, MO, MT, NE, NH, NC, ND, OH, OK, PA, SC, SD, TN, TX, UT, VA, WV, WI, WY.

 

Responsibilities:

Under general supervision, learns to perform duties as a Financial Analyst on the Financial Planning and Analysis team. This position has the responsibility for supporting analytical activities related to financial planning and analysis for our consumer and commercial lending products (auto, real estate and credit cards) and expense analysis. Must be comfortable working with large amounts of data in multiple systems and can synthesize it into actionable insights.  Frequent collaboration with other areas of the credit union is expected

 

Internship to start January 2025.

 

 

Qualifications:

Required Skills and Experience:

  • Must be currently enrolled as a student with a degree in Business, Economics, Accounting, or Finance from an accredited college or university.  
  • Demonstrated competency in financial and statistical reporting, design, and preparation of financial models is highly preferred.
  • Proficiency Excel, Word, and PowerPoint.
  • Must have excellent communication and interpersonal skills to interface with credit union personnel.
  • Must be able to work independently. 

Physical Demands:

  • Must be able to sit for extended periods of time.
  • Must be able to read, write, speak and type English.
  • Must be able to hear and use a telephone.
  • Use of computer requires repetitive keystrokes

Work Environment:

  • This role is fully remote, with the option to work from our HQ or retail locations.
  • Normal hours are 8am -5pm, Monday – Friday, with flexibility around school schedule. Schedule will not exceed 29hrs/week. 

 

 

Apply online now!

 

 

An Equal Opportunity Employer Minorities/Females/Veteran/Disabled

 

 

 

#LI-Remote

Required profile

Experience

Level of experience: Entry-level / graduate
Spoken language(s):
EnglishEnglish
Check out the description to know which languages are mandatory.

Other Skills

  • Verbal Communication Skills
  • Microsoft Excel
  • Microsoft PowerPoint
  • Social Skills

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