Executive Strategy Intern

Strategy Financial Insurance, LLC • Phoenix, AZ

23h • Onsite

About The Position

Strategy Financial Group is an independent financial services firm dedicated to building long-term, trusted relationships with our clients. We take a thoughtful, personalized approach to financial planning by combining strategy, clarity, and genuine care to help people make informed decisions and thrive in retirement.

We are seeking a high-capacity intern to work directly alongside executive leadership on strategic, analytical, and operational initiatives that impact the business in real time.

This is not a traditional “sit in meetings and observe” internship. It is designed for a sharp, ambitious student who wants meaningful exposure, high expectations, and the opportunity to contribute well beyond their experience level.

THIS INTERNSHIP IS BUILT FOR SOMEONE WITH EXCEPTIONAL POTENTIAL. YOU MAY NOT HAVE YEARS OF EXPERIENCE YET, BUT YOU ARE INTELLIGENT, RESOURCEFUL, HIGHLY COACHABLE, AND MOTIVATED TO GROW QUICKLY. YOU ENJOY SOLVING PROBLEMS, FIGURING THINGS OUT INDEPENDENTLY, AND BRINGING STRUCTURE TO COMPLEXITY.

YOU WILL WORK CLOSELY WITH LEADERSHIP TO TRANSFORM SCATTERED INFORMATION INTO CLEAR ANALYSIS, ORGANIZED REPORTING, ACTIONABLE RECOMMENDATIONS, AND OPERATIONAL LEVERAGE.

THE WORK WILL SPAN MULTIPLE AREAS OF THE BUSINESS AND MAY INCLUDE STRATEGIC PLANNING, AI IMPLEMENTATION, EXECUTIVE REPORTING, FINANCIAL ANALYSIS, OPERATIONAL PROBLEM-SOLVING, AND ORGANIZATIONAL INITIATIVES.

THIS ROLE ALIGNS CLOSELY WITH STRATEGY FINANCIAL GROUP’S CORE VALUES: GROWTH MINDSET, EXCELLENCE, DOING THE RIGHT THING, PEOPLE FIRST, FAMILY.

Requirements

• Exceptionally analytical and intellectually curious
• Hungry to learn and receptive to direct feedback
• Organized, reliable, and detail-oriented
• Comfortable operating in ambiguity
• A strong written communicator
• Able to manage confidential information with professionalism
• Fast-moving while maintaining accuracy and quality
• Interested in business, finance, operations, leadership, AI, and problem-solving
• Humble enough to learn and confident enough to contribute
• Currently pursuing degrees in Business Analytics, Finance, Economics, Management Information Systems (MIS), Data Analytics, Accounting, Entrepreneurship, Operations or Supply Chain Management, Industrial-Organizational Psychology, Business Administration, or related fields with strong analytical, strategic, and problem-solving capabilities.

Nice To Haves

• Excel or Google Sheets
• PowerPoint or Google Slides
• AI platforms such as ChatGPT, Claude, or Perplexity
• Finance, accounting, economics, analytics, or business coursework
• Research and executive summaries
• Dashboards, reporting, or data visualization
• Consulting projects, business competitions, student organizations, entrepreneurial ventures, or internships

Responsibilities

• Research, test, and help implement AI tools and workflows that improve operational efficiency, decision-making, communication, and scalability across the organization.
• Assist with KPI tracking, business performance reporting, revenue analysis, forecasting support, operational metrics, and executive-level financial insights.
• Help prepare polished, accurate, and visually clear presentations, board materials, summaries, and leadership updates.
• Support projects related to hiring, organizational structure, workforce planning, capacity analysis, and people analytics.
• Help turn undefined or messy business problems into organized workstreams, research findings, recommendations, and actionable next steps.

What This Job Offers

• Job Type: Part-time
• Career Level: Intern
• Education Level: No Education Listed