Financial Planning & Analysis Intern - Summer 2027
About The Position
The Financial Planning & Analysis intern will support the Foundation’s FP&A function through project work in financial reporting, analytics, operations, and special projects. Reporting to the Senior Financial Analyst, FP&A, the intern will assist with the annual budget development cycle, monthly forecasting, and analysis of Foundation spending. The internship provides experience with private foundation financial operations, reporting, and analysis. This is a hybrid internship based in Chicago, Illinois, with designated in-office and virtual days. Interns must reside in the Chicagoland area for the duration of the program. The internship runs from June 8 through August 11, 2027, and is paid, with hourly rates starting at $22.00. Housing assistance for non-local students may be available and will be discussed during the interview process. Applicants must be currently enrolled in an undergraduate program as a junior and must be returning to school after the internship. A major in Finance, Accounting, or Data Analytics is preferred. Applicants should submit a cover letter and resume by November 30, 2026, at 11:59 PM CST.
Requirements
- Currently enrolled in an undergraduate program as a junior.
- Must be returning to school after the internship.
- Strong Excel skills, including pivot tables and formulas.
- Detail-oriented and comfortable working with large datasets.
- Intellectually curious and willing to investigate why a number changed, rather than only reporting that it changed.
- Strong analytical and critical-thinking skills.
- Strong organizational and data-management abilities.
- Strong presentation and writing skills.
- Must reside in the Chicagoland area for the duration of the program.
Nice To Haves
- Major in Finance, Accounting, or Data Analytics.
- Experience with Power Query or macros.
- Experience with Power BI or other data-visualization software.
Responsibilities
- Explore key performance indicators, financial scorecards, dashboards, and other visual representations of financial performance.
- Assist with building automated interactive financial models and scenario-planning tools.
- Assist with automating month-end close reporting tools to streamline reconciliation and variance analysis.
- Use AI software to enhance FP&A processes with Microsoft products.
- Analyze trends in expenses, headcount, and other key metrics, and summarize findings for leadership.
- Research assigned finance-related grantmaking operations and report findings to the FP&A team. Research may include grant payment processes, operational expense reporting, or multi-year payout reporting.
- Assist with reviewing annual budget submissions and preparing internal reports summarizing variance analyses and discussion items by cost center.
- Assist with ad hoc analysis requests from department heads.
- Perform other duties as assigned.
Benefits
- Paid internship with hourly rates starting at $22.00.
- Housing assistance for non-local students may be available.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Intern
