Data Analyst Intern

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.

Overview:

Smith Financial needs a data analytics intern to build reports and dashboards for the Analytics team. You can work from home anywhere in the US. We have no office requirement. Standard office hours, Monday to Friday, with flexibility around them.

What you'll do:

• Create charts and short slide decks for the monthly review call
• Automate repetitive spreadsheet tasks with Python, Apps Script or Power Query
• Write SQL queries to pull sales, order and customer data from PostgreSQL or BigQuery
• Clean and merge data in Excel or Google Sheets using VLOOKUP, XLOOKUP and pivot tables
• Join a weekly call with the analytics lead to review your work
• Analyse funnel drop-offs and summarise findings in a one-page note

What we're looking for:

• Available 40 hours a week for the full internship
• Based in the US for the duration of the internship
• Currently enrolled in a bachelor's or master's program, graduating between December 2027 and June 2028
• Authorized to work in the US. CPT and OPT candidates are welcome to apply
• Available 20 to 40 hours a week, Monday to Friday
• Must be able to follow up on data requests without constant reminders
• Some familiarity with Power BI or Tableau, even from a course or certification
• A sample dashboard or analysis project you can share
• Laptop with Excel or Google Sheets and a stable internet connection

Preferred:

• Prior project with real business data from a college club, family business or freelance client
• Knowledge of basic statistics such as medians, percentiles and correlation
• Google Data Analytics or Microsoft PL-300 certification

What you'll learn:

• Presenting numbers in a way non-technical people can act on
• Certificate, letter of recommendation and flexible hours

Duration: 12 weeks

Start date: Jan 2027

Stipend: $29.00 - $39.00/hr

Perks:

• Return offer opportunities
• Learning and development stipend
• Mentorship from a dedicated buddy and manager
• Paid sick time
• Home office setup stipend

This position requires a background check.

Duration: 12 weeks. Start: Jan 2027.

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