Finance & Accounting - CFO Support Summer Intern

DBA • Irving, TX

7d • Hybrid

About The Position

We are seeking a motivated undergraduate student to join our finance and accounting team as a Summer Intern. This hands-on internship offers exposure to real-world financial operations, with a focus on supporting ad hoc projects and conducting competitive intelligence research. You'll help aggregate and analyze information to support strategic decision-making in a dynamic environment. This is an excellent opportunity for students interested in finance, economics or related fields to gain practical experience without requiring prior accounting experience.

Requirements

• Currently pursuing a bachelor's degree in finance, economics, business administration, or related field
• Strong interest in finance, markets, or competitive analysis
• Proficiency in Microsoft Excel (e.g., pivot tables, VLOOKUP, basic formulas) and comfort with other Microsoft Office tools (Word, PowerPoint)
• Excellent research skills with the ability to gather, synthesize, and present information clearly and accurately
• Good communication skills (written and verbal) for reporting findings and collaborating with team
• Self-motivated, eager to learn and able to work independently with guidance
• Previous internship, part-time work, or relevant coursework is a plus but not required

Nice To Haves

• Familiarity with financial concepts (e.g., basic financial statements, ratios, market analysis)
• Experience with data aggregation tools, online research databases or industry reports
• GPA of 3.0 or higher (preferred)

Responsibilities

• Assist with ad hoc financial and accounting projects as assigned, including data collection, organization and basic analysis
• Research and aggregate competitive intelligence by gathering publicly available data on industry peers, market trends, pricing, financial performance, and other relevant metrics
• Compile reports, spreadsheets, and summaries from various sources (e.g., financial statements, industry reports, news, databases) to support team insights
• Support general finance/accounting tasks such as data entry, reconciliation support, expense tracking, or report preparation under supervision
• Collaborate with team members to organize and maintain financial documentation and research files
• Perform other duties as needed to support the finance and account department

Benefits

• This role provides valuable exposure to finance operations and competitive research, with mentorship from experienced professionals. It's ideal for building your resume and exploring career paths in finance or related areas.
• High-Level Financial Strategic Planning Performance Analysis: Reviewing firm-wide performance against annual budgets and long-term strategic goals, allowing for an understanding of how a $100bn entity generates value Corporate Finance Strategy: Exposure to capital structure decisions, treasury management, and potentially M&A initiatives designed to grow the business Management Reporting: Creating presentations and reports for the CFO to use with the board of directors and investment committees, highlighting key trends and financial health
• Operational & Investment Management Asset Management Exposure: Involvement in all aspects of the investment process, including portfolio monitoring, asset allocation, and capital allocation Cash Flow & Treasury Optimization: Learning how to manage and forecast cash flows, optimize liquidity, and enhance cash positions for a large entity Regulatory & Compliance Oversight: Understanding the complex regulatory landscape, including SEC regulations and internal controls (e.g., Sarbanes-Oxley compliance), ensuring accurate reporting
• Data Analytics & Technology Adoption Advanced Financial Modeling: Applying Excel skills to complex financial models and scenario planning (e.g., best-case/worst-case scenarios) Digital Transformation Projects: Assisting the CFO in adopting new AI-driven tools or upgrading ERP/finance systems to improve operational efficiency Data Visualization: Using tools to turn complex, large-scale financial data into actionable insights for the C-suite
• Executive Mentorship & Network C-Suite Exposure: Attending, or taking minutes at, high-level meetings, which provides insights into how the CFO interacts with the CEO and investment team Mentorship: Working directly with senior finance professionals and potential partners, gaining insight in daily activities of a finance department Understanding Stakeholder Relationships: Exposure to how the firm manages relationships with external auditors, regulatory bodies, and investors

What This Job Offers

• Job Type: Full-time
• Career Level: Intern