2026 Summer Intern - Financial Planning & Analysis
About The Position
At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential? Internship Description The internship involves coordination and preparation of consolidated management reporting for Enterprise Management and Finance Leadership, exposure to management with opportunities to deliver presentations to the CFO and Finance leadership, assisting in financial modeling and analysis of variances, performing strategic analysis on the competitive environment, conducting in-depth research, collaborating on process optimization, supporting automation implementation, and contributing to various ad hoc requests.
Requirements
- Rising senior preferred (class of 2027)
- Comfortable with and experience in financial/quantitative data analysis
- Ability to synthesize data to formulate clear and concise executive messages to internal audiences from complex topics
- Ability to deliver results in a fast-paced environment, manage multiple projects, solve problems and think strategically/critically
- Pro-active, good comfort level with working in an often-ambiguous environment, ability to quickly pivot from one to another
- Interpersonal skills and high level of comfort/ease to interact with all levels of the organization
- Organized with attention to detail
- Uncompromising integrity and ability to maintain strict confidentiality
- Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high level of precision.
- Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, project, groups or activities, making effective judgments as to prioritizing and time allocation.
- Adapts and learns: Actively learns and adapts through experimentation when tackling new problems and situations, using both successes and failures to develop and learn.
Responsibilities
- Coordination and preparation of consolidated management reporting for Enterprise Management and Finance Leadership
- Exposure to management with opportunity to deliver clear, cohesive, compelling presentations to the CFO and Finance leadership
- Assist in financial modelling, and analysis of variances between actuals and projections. Build analytics and reports to enhance understanding of business drivers and improve forecasting
- Perform strategic analysis on competitive environment and help establish benchmark of peers
- Conduct in-depth research to inform key strategic initiatives
- Collaborate with various functional areas on process optimization opportunities
- Support the team in the implementation of automation
- Active contributor in various ad hoc requests
- Assist in promotion of team engagement
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What This Job Offers
Career Level
Intern
Industry
Funds, Trusts, and Other Financial Vehicles
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
