Finance Intern (Remote)

About O'Brien Financial

O'Brien Financial is a fee-only advisory practice with two advisors, a paraplanner and an office manager. Licensing exams (SIE, Series 7, Series 66) are paid for, with study time during work hours.

About the role

This is an Excel-heavy role. If you enjoy cleaning data and building models, apply. You can work from home anywhere in the US. We have no office requirement. Most of our work is async, and meetings are kept short. We use Slack, Notion and Google Meet. Cameras on for team calls.

What you'll do

• Create charts and summary slides for monthly management and board meetings
• Write short notes explaining trends in revenue and spending
• Collect expense data from department heads and reconcile it with the books
• Support pricing analysis for new plans or products
• Assist with investor data requests and keep the data room folder organised
• Build and update financial models for revenue, costs and cash runway
• Track vendor payments and upcoming dues in a cash flow sheet

Who can apply

• Currently enrolled in a bachelor's or master's program, graduating between December 2027 and June 2028
• Based in the US for the duration of the internship
• Available 40 hours a week for the full internship
• Authorized to work in the US. CPT and OPT candidates are welcome to apply
• Strong MS Excel: VLOOKUP or XLOOKUP, SUMIFS, pivot tables and basic charts
• Able to keep financial information confidential
• Good with numbers and careful with details. Small errors in finance cause big problems
• Understanding of the three financial statements and how they link

Preferred

• Financial modelling course or case competition experience

Duration: 10 weeks

Start date: June 2027

Stipend: $23.50 - $25.50 an hour

What we offer

• Flexible hours
• Paid company holidays
• Home office setup stipend
• Mentorship from a dedicated buddy and manager
• Company laptop
• Paid sick time

Duration: 10 weeks. Start: June 2027.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at O'Brien Financial.