Financial Planning and Analysis Intern

Fortive•Minneapolis, MN

2d•Onsite

About The Position

Job Summary: We are seeking a motivated and detail‑oriented FP&A Intern to join our Financial Planning & Analysis team. This intern will own a focused project centered on identifying process inefficiencies and exploring how AI‑enabled tools can improve core FP&A workflows. The role provides hands‑on exposure to financial analysis, process optimization, and executive‑ready communication, with opportunities to contribute insights that support data‑driven decision‑making across the business. This is an ideal opportunity for a student interested in finance, analytics, and the practical application of AI in a fast‑paced SaaS environment.

Requirements

Currently pursuing or recently completed a bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
Graduating December 2026 or later.
Strong analytical and problem‑solving skills
Proficiency in Microsoft Excel and other data analysis tools
Ability to synthesize information and communicate insights clearly, both verbally and in writing
Comfortable working independently on defined projects while collaborating within a team environment
High attention to detail and accuracy
Prior experience or coursework in financial analysis, data analysis, or related areas is a plus
Occasional travel may be required.

Nice To Haves

Analytical Thinking: Breaks down ambiguous problems and uses data to support conclusions
Process Orientation: Identifies inefficiencies and designs repeatable, scalable workflows
AI & Tool Fluency: Learns new tools quickly and thoughtfully applies AI to enhance analysis
Communication & Storytelling: Builds clear, well‑structured presentations and summaries tailored to the audience
Ownership & Execution: Takes accountability for assigned workstreams and follows through with minimal oversight
Collaboration: Works effectively across functions and incorporates feedback
Professionalism & Curiosity: Demonstrates a strong learning mindset, sound judgment, and attention to quality
Understanding of basic financial statements and core FP&A concepts
Familiarity with SaaS business models and performance metrics (preferred, not required)
Exposure to AI tools or automation concepts used in business or analytics contexts

Responsibilities

Process Analysis & Improvement Identify inefficiencies within standard FP&A processes
Evaluate the business value of addressing process gaps or inefficiencies
Document current-state processes and propose scalable improvements
AI‑Enabled Workflow Development Assist in designing AI‑enabled process improvements
Help develop a repeatable, standard approach for leveraging AI in FP&A problem‑solving
Apply judgment in determining when AI tools enhance analysis versus manual approaches
Financial Analysis & Decision Support Support ad‑hoc financial analysis and special projects as needed
Gather, analyze, and synthesize financial and operational data to inform insights
Executive Communication & Storytelling Prepare reports, presentations, and written summaries of findings
Translate analysis into clear, concise insights for leadership and non‑technical audiences
Cross‑Functional Collaboration Partner with Finance, Sales, Marketing, and Product teams to gather inputs and perspectives
Incorporate feedback from stakeholders to refine analysis and recommendations