Financial Assistant InternAt — Hebe Skin Health

Financial Assistant carries out duties such as locating payment schedule, creating budgets, and ensuring all departments commit to set budgets throughout the fiscal year.

The Financial Assistant is also responsible for working closely with the staffing managers in office to help ensure consistent revenue targets are hit among staff members and providers.

Initially, the training period will consist of reviewing loan schedules, payroll reports, and debt to income ratios throughout the various cash flow sources that our business deals with. 

Tasks:

The student will perform professional and pre-professional duties that directly align with the learning outcomes and provide meaningful exposure to financial operations in a small business environment. Duties will include, but are not limited to:

Reviewing and analyzing loan amortization schedules across multiple loan types to understand payment structures and long-term financial impact.

Assisting in the creation, monitoring, and updating of departmental budgets and tracking adherence to budgetary limits throughout the fiscal year.

Analyzing payroll reports, third-party expenses, and inventory costs to assess their impact on overall cash flow and identify potential cost-reduction opportunities.

Supporting staffing managers by compiling financial data related to revenue targets, staffing efficiency, and provider productivity.

Preparing financial summaries, spreadsheets, and reports to be shared with managers, suppliers, or leadership.

Collaborating with administrative staff and medical providers to gather information and communicate financial insights in a professional, team-oriented environment.

Managing assigned projects and recurring tasks with attention to deadlines, accuracy, and professional presentation standards.

At least 80% of the student’s responsibilities will involve analytical, administrative, and collaborative financial tasks that are sufficiently complex to support the awarding of academic credit.

Training:

Students will receive structured, progressive training designed to support the stated learning outcomes and ensure professional skill development.

Training will begin with a general employer orientation covering office policies, confidentiality standards, professional expectations, and an overview of the organization’s financial structure and revenue model. During the initial onboarding period, the student will receive guided instruction on internal financial systems, reporting tools, and documentation used by the organization.

The student will participate in job shadowing with the Financial Manager and Staffing Managers to observe real-time budget planning, payroll review, and revenue tracking processes. Training will include hands-on review of loan amortization schedules, payroll reports, and debt-to-income ratios across multiple cash-flow sources.

Ongoing support will be provided through weekly one-on-one mentor meetings to review assignments, answer questions, and connect daily tasks to broader financial concepts. The student will also receive written training materials, sample reports, and contextual explanations for each assigned task to reinforce learning and ensure understanding. Feedback will be provided regularly to support skill development and professional growth.

Learning Outcome:

- Read and understand amortization statements across a number of different loan types.
- Understand the impact of payroll/third party/inventory expenses on a small business and how to minimize those expenses.
- Collaborate with staff members and medical providers in a welcoming team environment.
- Adhere to assignment deadlines and present information to suppliers/managers.