Finance & Strategy Student Advisor

KalerisAlpharetta, GA
Onsite

About The Position

Kaleris is a private equity-backed software firm focused on supply chain optimization, headquartered in Atlanta, Georgia. We are a global leader in the supply chain execution market, focused on accelerating the transformation of digital supply chain for industrial and finished goods shippers and carriers by combining best-in-class solutions for challenges tied to yard management, shipment visibility, and asset management, across rail, truck, and multi-mode transportation. We’re looking for a highly motivated and analytically strong student to join our team as a Finance and & Strategy Student Advisor in our Alpharetta, GA office, as we transform how the things we eat, wear, and use are transported worldwide. In this role, you will contribute to key financial and strategic initiatives that support our next-generation transportation and logistics solutions for the marine industry. You will work closely with cross-functional teams, including Finance, Product, and Operations, to support financial planning, analyze business performance, and help inform strategic decision-making. This role offers a unique opportunity to gain exposure to both the strategic and operational sides of the business, with opportunities to grow in both financial and broader business strategy areas.

Requirements

  • Currently pursuing a degree in Finance, Business, Economics, or a related field
  • Strong analytical and problem-solving skills
  • Proficiency in Excel (e.g., pivot tables, formulas, basic modeling)
  • Ability to work with data and translate it into meaningful insights
  • Strong communication skills, both written and verbal
  • High attention to detail and ability to manage multiple tasks
  • Self-starter with a willingness to learn and take ownership

Nice To Haves

  • Familiarity with financial concepts (P&L, budgeting, forecasting) is a plus
  • Experience with tools like PowerPoint, Google Sheets, or data visualization tools (e.g., Tableau, Power BI) is a plus
  • Proficiency with AI tools and a strong interest in applying AI to improve business processes
  • Ability to partner with cross-functional teams to explore and implement AI-driven solutions

Responsibilities

  • Support financial planning, forecasting, and budgeting activities
  • Analyze business performance and prepare reports with key insights and recommendations
  • Assist in building financial models to support strategic initiatives and decision-making
  • Partner with cross-functional teams (Finance, Product, Operations) on business projects
  • Conduct market, competitor, and industry research to inform strategy
  • Help track KPIs and performance metrics to identify trends and opportunities
  • Prepare presentations and materials for leadership reviews
  • Leverage AI tools to enhance analysis, automate processes, and improve reporting efficiency
  • Collaborate with teams to identify opportunities to incorporate AI into financial and business workflows
  • Support ad hoc analysis and special projects as needed
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