Financial Planning & Analysis Intern - Summer 2027
About The Position
The Financial Planning & Analysis Intern supports the Foundation’s FP&A function through projects involving financial reporting, analytics, operations, and other special projects. Reporting to the Senior Financial Analyst, FP&A, the intern assists with the annual budget development cycle and monthly forecasting, and conducts data and trend analysis related to Foundation spending. The internship provides experience in private foundation financial operations, reporting, and analysis. This paid internship runs from June 8 to August 11, 2027, and is based in Chicago, Illinois, in a hybrid work environment with designated in-office and virtual days. Interns must reside in the Chicagoland area for the duration of the program. Housing assistance for non-local students may be available and will be discussed during the interview process. Applicants must be returning to school after the internship.
Requirements
- Currently enrolled in an undergraduate program and in junior year.
- Must be returning to school after the internship.
- Strong Excel skills, including pivot tables and formulas.
- Detail-oriented and comfortable working with large datasets.
- Intellectual curiosity and willingness to investigate why financial figures change.
- 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 BI or other data visualization software.
- Experience with Power Query or Excel macros.
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.
- Assist with automating month-end close reporting tools to streamline reconciliation and variance analysis.
- Use AI software with Microsoft products to enhance FP&A processes.
- Analyze trends in expenses, headcount, and other key metrics, and summarize findings for leadership.
- Conduct industry research on 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 that summarize 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 at an hourly rate starting at $22.00.
- Housing assistance for non-local students may be available.
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
