Financial Planning & Value Analyst Internship

Wellmark•Des Moines, IA

16d•Hybrid

About The Position

This is a unique opportunity to split your internship between supporting Financial Planning and Analysis (FP&A) and Enterprise Portfolio Planning and Value Realization (EPPVR), providing hands on experience supporting Lean Portfolio Management, data analytics, and financial planning work. You will analyze processes, support lean business case and value assessments, organize and visualize portfolio or product data, document actionable findings, and present recommendations. The experience offers exposure to stakeholder engagement, problem identification and solving, business writing, data organization, collaboration, and business financial metrics.

Requirements

Current student pursuing a Bachelor's or Master's degree in Business, Finance, Accounting, Data Analytics, or a related major
Strong understanding of Excel and other Microsoft Office tools, with the ability to organize data and create clear, repeatable work products
Ability to analyze processes and data, identify gaps, and document actionable findings and recommendations
Excellent written and verbal communication skills, including the ability to create practical job aids, procedures, and presentation materials
Demonstrated ability to take initiative, manage multiple tasks, and follow work through to completion
Proven problem-solving, collaboration, and technical adaptation skills
Ability to work independently, engage stakeholders, and clearly communicate results to team members and leaders
Available to work 40 hours/week during the summer

Nice To Haves

Prior internship or office experience
familiarity with Lean or Agile ways of working, SharePoint, or Azure DevOps
2+ years of college preferred, but all candidate applications will be considered

Responsibilities

Support the FP&A team with updates to existing forecasts
Extract data and prepare monthly reports for FP&A and EPPVR team use
Build excel models that are automated and repeatable to save processing time throughout the FP&A and EPPVR team
Evaluate EPPVR processes, recommend improvements, and document key procedures, roles, and resources.
Improve ADO data hygiene, quality, and completeness to support portfolio investment decisions.
Support special projects that help stakeholders integrate their work with the epic lifecycle.
Partner with stakeholders to identify the inputs and reporting needed to support their work.
Improve the Epic Lifecycle SharePoint site through a current-state assessment, user-needs summary, prioritized improvements, approved content and navigation updates, and maintenance guidance.
Build financial models for decision criteria to determine if an idea has a positive Net Present Value.
Validate prospective assessment Value Pillar reviews, update the applicable validation field, and document exceptions for follow-up.