Financial Planning & Analysis Summer Intern – Strategic Finance

Vialto Partners•New York, NY

12d•Onsite

About The Position

We are seeking high-performing undergraduate students to join our Finance team as FP&A Summer Analysts. This is a 10-week, immersive experience designed for individuals who want exposure to complex, real-world financial planning in a global consulting environment. You will work directly with our FP&A team to support the 2027 planning cycle, enhance financial models, and help deliver insights that inform executive decision-making. This role goes beyond traditional internship work. You will contribute to meaningful financial analysis that impacts business performance across regions and practices.

Requirements

Currently pursuing a bachelor’s or master’s degree in finance from a top tier university.
Advanced Excel proficiency (required), including:
Complex formulas and large dataset management
Pivot tables and financial modeling
Data cleaning and structuring
Ability to connect financial data to underlying business drivers.
Strong knowledge of financial concepts such as budgeting, forecasting, and variance analysis.
Strong analytical and problem-solving skills.
High attention to detail with a commitment to accuracy.
Ability to operate independently and effectively in a fast-paced, complex environment.
Strong attention to detail and organizational skills.
Effective communication and interpersonal skills.
Ability to work independently and in a team environment.

Nice To Haves

Prior internship experience in FP&A, consulting, investment banking, or a related analytical role.
Exposure to multi-entity or global business environments.
Hands-on experience supporting a live planning and forecasting cycle.
Experience working with large, complex datasets.
Familiarity with PowerBI or data querying tools.
Exposure to financial planning tools such as Workday Adaptive Planning.

Responsibilities

Support budgeting and forecasting processes, including data collection and consolidation.
Build and maintain structured financial datasets across multiple business units and geographies.
Clean, reconcile, and validate large datasets from multiple systems.
Support data integration into Workday Adaptive Planning.
Support the development and maintenance of driver-based financial models.
Update revenue, cost, and headcount assumptions across planning scenarios.
Build sensitivity and scenario analyses to support forecasting decisions.
Develop Excel-based tools to automate recurring reporting processes.
Standardize templates for monthly and quarterly financial reporting.
Improve efficiency of data extraction, transformation, and reporting workflows.
Conduct variance analysis (actual vs plan vs forecast).
Identify trends, anomalies, and key performance drivers.
Prepare structured outputs for review by senior FP&A leaders.
Support deep-dive analyses on business performance, margin drivers, and productivity.
Assist in preparing materials for executive leadership discussions.
Contribute to initiatives that improve financial visibility and decision-making speed.