Financial Analyst Intern

Planning is done in RightCapital and portfolios are managed in Orion. We're looking for a Financial Analyst Intern. This is an Excel-heavy role. If you enjoy cleaning data and building models, apply. Fully remote. You can work from anywhere in the US.

You'll help with

• Create charts and summary slides for monthly management and board meetings.
• Write short notes explaining trends in revenue and spending.
• Assist with investor data requests and keep the data room folder organised.
• Maintain the monthly closing checklist and chase pending items.
• Support pricing analysis for new plans or products.

About you

• Available 40 hours a week for the full internship.
• Currently enrolled in a bachelor's or master's program, graduating 2028.
• Able to keep financial information confidential.
• Strong MS Excel: VLOOKUP or XLOOKUP, SUMIFS, pivot tables and basic charts.
• Laptop with desktop MS Excel installed (not only the web version) and stable internet.

4 months, starting Mar 2027. Stipend: $25.50-$33.00 per hour.

Perks: Paid company holidays, Learning and development stipend, Paid sick time, Return offer opportunities, Mentorship from a dedicated buddy and manager, Home office setup stipend.

We are unable to sponsor visas for this position.

Duration: 4 months. Start: Mar 2027.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Tealcraft Planning Group.