Financial Planning & Analysis InternAt — Anjaleesa Estates

Support the finance team with budgeting, forecasting, financial reporting, and data analysis. Assist in preparing financial models, analyzing business performance, and identifying trends to help support strategic decision-making. Ideal candidates are detail-oriented, analytical, proficient in Excel, and interested in corporate finance and accounting.

Tasks:

Assist with budgeting, forecasting, and variance analysis projects by collecting, organizing, and analyzing financial data.
Prepare and maintain financial reports, dashboards, and Excel-based models to support management decision-making.
Conduct research and analysis on business performance, operating expenses, and financial trends, and present findings to supervisors or team members.
Support monthly and quarterly financial close processes, including reconciliation and review of financial information for accuracy and completeness.
Collaborate with cross-functional departments to gather operational and financial data used in planning and reporting activities.
Participate in meetings with finance leadership and contribute insights, recommendations, and updates on assigned projects.
Review historical financial data and assist in identifying opportunities for process improvement, cost savings, and operational efficiency.
Complete assigned analytical projects independently under supervision, demonstrating professional communication, critical thinking, and problem-solving skills in a corporate finance environment.

Training:

Initial general employer orientation, including company policies, workplace expectations, and introduction to the finance team.
Weekly one-on-one mentor meetings to review progress, discuss projects, and provide professional guidance and feedback.
Job shadowing opportunities with finance and accounting professionals to observe budgeting, forecasting, and reporting processes.
Hands-on training in Excel, financial modeling, and data analysis tools commonly used in FP&A.
Overview and contextualization of assigned tasks to help students understand how their work supports business operations and decision-making.
Review of financial reports, budgets, and work samples to build familiarity with FP&A processes and best practices.
Workshops and skills training focused on financial analysis, reporting techniques, and professional communication.
Training through literature reviews, internal resources, and periodic knowledge checks or testing to reinforce learning outcomes.

Learning Outcome:

Develop an understanding of budgeting, forecasting, and financial reporting processes within a corporate finance environment.
Strengthen analytical and technical skills by working with financial data, Excel models, and performance analysis tools.
Gain professional experience collaborating with cross-functional teams to support strategic business and financial decision-making.