Financial Valuation Intern | Spring 2027

CBIZ•Ewing, NJ
•Remote

About The Position

The Financial Valuation Intern will support the valuation team with preparation of information documents and client presentations, analysis using department-specific templates, and maintenance of market trends, competitor analysis, and other business intelligence. The role also performs administrative work, including client communication and setting up and managing client project files. The intern will use in-house software and Microsoft Office tools.

Requirements

  • Be working toward a bachelor's degree.
  • Have excellent interpersonal, analytical, research, and project management skills.
  • Demonstrate the ability to communicate verbally and in writing across all levels of the organization, internally and externally.
  • Be able to multitask, think independently, and solve problems in a results-driven, team-oriented environment.
  • Have strong verbal and written communication skills.
  • Have strong computer and technical skills, including Microsoft Office Suite, Outlook, intranet, and audit software.

Nice To Haves

  • Currently enrolled in a bachelor's program in a business field, preferably finance.
  • Enjoy working in a team environment.
  • Have basic Microsoft Office skills.
  • Have time management skills and the ability to multitask.
  • Have an interest in the finance and accounting industry.

Responsibilities

  • Assist with preparation of information documents and client presentations.
  • Perform analysis using department-specific templates.
  • Maintain and update data on market trends, competitor analysis, and other business intelligence.
  • Perform administrative functions, including client communication and setting up and managing client project files.
  • Use in-house software and Microsoft Office tools, including Word, Excel, and Outlook.
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