Financial Analyst Intern

Ascensus • Lake Mary, FL

1d • Hybrid

About The Position

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. The internship program offers practical corporate work experience that could lead to full-time work after graduation. Ascensus is seeking students going into their senior year, graduating in the spring of 2027. The Financial Analyst Intern will support the Financial Services Team with preparing plan design proposals and financial analyses involving the funding of non-qualified executive benefit programs. This internship is designed to provide hands-on exposure to financial analysis while developing 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
• Provides regular, reliable and punctual attendance

Responsibilities

• Works closely with Senior Financial Analysts and Financial Service Directors to assist with financial modeling and forecasting of non-qualified benefit plans, including, but not limited to deferred compensation and supplemental executive retirement plans.
• Prepares ad-hoc financial analyses to support the business and operational efficiencies.
• Assists in data collection, validation and reconciliation from multiple sources.
• Participates in special projects to enhance productivity/efficiency and our suite of non-qualified services and reporting.
• Helps to develop dashboards and reports for management.
• Responsible for protecting, securing, and proper handling of 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 our clients.

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Number of Employees: 1,001-5,000 employees