Corporate Finance Intern

About us:

Smith Financial is a fee-only advisory practice with two advisors, a paraplanner and an office manager. Planning is done in RightCapital and portfolios are managed in Orion. Dress is business casual, and suits come out for client meetings.

The internship:

This is an Excel-heavy role. If you enjoy cleaning data and building models, apply. Remote within the US. The team meets in Chicago once a quarter, travel covered. Standard office hours, Monday to Friday, with flexibility around them. We use Slack, Notion and Google Meet. Cameras on for team calls.

What you'll do:

• Write short notes explaining trends in revenue and spending.
• Research industry benchmarks and competitor financials from annual reports.
• Review invoices for accuracy before they go to accounts payable.
• Track vendor payments and upcoming dues in a cash flow sheet.
• Build and update financial models for revenue, costs and cash runway.
• Create charts and summary slides for monthly management and board meetings.
• Assist with investor data requests and keep the data room folder organised.

Who can apply:

• Based in the US for the duration of the internship.
• Authorized to work in the US. CPT and OPT candidates are welcome to apply.
• Available 25 to 40 hours a week for at least 3 months.
• Understanding of the three financial statements and how they link.
• Able to keep financial information confidential.
• Good with numbers and careful with details. Small errors in finance cause big problems.

What you get out of it:

• How a growing company budgets, forecasts and reports to investors.
• Certificate and a strong reference for CA articleship or entry-level finance roles.
• Building financial models that are used for real decisions.

Duration: 16 weeks

Start date: Spring 2027

Stipend: $22.50 - $26.00 per hour

Perks:

• Mentorship from a dedicated buddy and manager.
• Paid company holidays.
• Paid sick time.

Duration: 16 weeks. Start: Spring 2027.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Smith Financial LLC.