Finance Digital Transformation Intern

SB Energy • San Diego, CA

18h • Hybrid

About The Position

Join our FP&A team this summer as a Finance Digital Transformation Intern, where you will leverage Generative AI and Microsoft Power Platform to automate workflows and build essential business tools. By participating in key initiatives and live finance projects, you will acquire marketable skills in financial automation and data analytics while driving tangible impact on our business operations. We are seeking a curious, tech-forward student ready to turn innovative ideas into functional solutions.

Requirements

• Experience leveraging LLMs (ChatGPT/Claude/Codex) for prompt engineering to build and automate multi-step functional workflows.
• Proficiency in Power Automate, Power BI, and Power Pages to build workflows, dashboards, and web interfaces.
• Strong understanding of Microsoft Lists/Excel and the ability to translate manual finance tasks into automated logical sequences.
• High level of accuracy in monitoring automated data flows and reconciling financial information.
• Currently pursuing a Bachelor's or Master's degree in Business Analytics, Management Information Systems, Finance, or Accounting, with a strong interest in financial technology.

Responsibilities

• Design and build automated workflows using Power Automate and Microsoft Lists to streamline accounting and finance tasks, using AI to generate logic and expressions.
• Utilize Power Pages to build scalable web interfaces, leveraging Generative AI to accelerate custom styling (CSS/HTML), data modeling, and technical troubleshooting.
• Build Power BI dashboards that utilize AI-driven insights to provide real-time clarity into financial performance and trends.
• Help integrate and monitor AI agents designed to automate repetitive daily tasks like data extraction, categorization, and reconciliation.

Benefits

• Apply skills and knowledge learned in the classroom to on-the-job experiences
• Comprehensive, value-added project(s)
• Work in teams and with cross-functional colleagues in a professional environment
• Develop technical skills specific to your major
• Gain opportunities for professional development by building relationships and learning from industry professionals in a live business environment
• Final project summary presentation to the team

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: Associate degree