Financial Analyst Intern

Ascensus•Lake Mary, FL

20h•Hybrid

About The Position

Ascensus is a leading independent technology and service platform for savings plans. This internship program offers practical corporate work experience that could lead to full-time employment after graduation. The company is seeking students entering their senior year, graduating in the spring of 2027. This is a hybrid position in Lake Mary, FL, with a shift from 9 am to 5 pm, 40 hours per week, running from June to August, and paying $21 per hour. The Financial Analyst Intern will support the Financial Services Team by preparing plan design proposals and conducting financial analyses related to the funding of non-qualified executive benefit programs. The internship aims to provide hands-on exposure to financial analysis and develop strong analytical, technical, and professional skills.

Requirements

Currently pursuing a Bachelor's degree in Finance, Economics, or Mathematics
Proficient in use of Microsoft Excel (pivot tables, formulas, basic modeling)
Strong analytical and problem-solving skills; detail-oriented
Strong written and oral communication skills
Strong organizational skills
Highly motivated
Ability to collaborate with others and adapt to change
Ability to work on multiple projects concurrently and adjust to change in priorities
Ability to work under pressure in a fast-paced environment
Provide regular, reliable and punctual attendance
Maintain an uninterrupted virtual workspace and have family care in place during business hours (for virtual/remote components)
Meet an internet work speed requirement of 25 Mbps or better for individual use (stronger connection if multiple users in household/building)
For call center roles specifically, hardwire equipment directly to the internet router or ensure workstation is in close proximity to the router

Responsibilities

Work closely with Senior Financial Analysts and Financial Service Directors to assist with financial modeling and forecasting of non-qualified benefit plans, including deferred compensation and supplemental executive retirement plans.
Prepare ad-hoc financial analyses to support business and operational efficiencies.
Assist in data collection, validation, and reconciliation from multiple sources.
Participate in special projects to enhance productivity/efficiency and the suite of non-qualified services and reporting.
Help to develop dashboards and reports for management.
Protect, secure, and properly handle all confidential data held by Newport to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or clients.