Financial Analyst Intern

AmeriLifeClearwater, FL
16h

About The Position

Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement. Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry. Job Summary The Finance Intern is responsible for providing granular data and analysis on financial, budgeted, and operational metrics for use in daily and strategic management. Works directly with the finance team, helping them manage their business with sound financial analysis-based decision making.

Requirements

  • Pursuing an Accounting/Finance or other business degree.
  • Junior/Seniors Strongly Preferred
  • Ability to work effectively with management and part of a team to meet targets.
  • Strong attention to detail with internal controls.
  • Excel skills – able to use tools and shortcuts to work efficiently and effectively across files.
  • Knowledge of Accounting and Financial principles.
  • Ability to effectively and proactively communicate with other departments.
  • Independent and hard-working, with a positive outcomes focus and great integrity.

Nice To Haves

  • Data experience a plus but not required.

Responsibilities

  • Timely preparation and presentation of Weekly, Monthly and Quarterly reporting in addition to Ad-hoc projects.
  • Facilitate the annual budgeting process by managing data collection, analyzing and validating the information, and communicating trends and drivers to operations leadership.
  • Understand and analyze the Strategic Business Unit’s financial results (M/Q/Y vs. budget, PY) and clearly articulate themes, performance drivers, root cause of variances, and recommendations to enhance business performance when applicable.
  • Apply financial and economic concepts including; financial modeling, economic analysis, profitability, earnings, balance sheet, financial ratios, KPIs, strategic analysis, and others.
  • Coordinate monthly financial analysis presentations to operations leadership.
  • Collaborate across functional departments to drive continuous improvements in reporting, budgeting, and analysis processes.
  • Monitor operational statistics; report trends, variances, and issues and proactively notify the appropriate stakeholders.
  • Demonstrate finance, accounting and general business etiquette while learning strategy, drivers, metrics and data elements of the organization and SBUs.
  • Collaborate with peers and colleagues on ad-hoc special projects to assist management in understanding business performance/processes.

Benefits

  • A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.
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