Financial Analyst Intern

About us

Advisors, operations, compliance and technology teams total roughly 340 people. Quarter-end is busy, and everyone helps with client review prep.

About the role

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. We do not have many meetings. Most updates happen in writing. We use Slack, Notion and Google Meet. Cameras on for team calls.

Day to day

Assist with investor data requests and keep the data room folder organised. Collect expense data from department heads and reconcile it with the books. Research industry benchmarks and competitor financials from annual reports. Track vendor payments and upcoming dues in a cash flow sheet. Support pricing analysis for new plans or products. Review invoices for accuracy before they go to accounts payable. Write short notes explaining trends in revenue and spending.

What we're looking for

Available 40 hours a week for the full internship. Authorized to work in the US. CPT and OPT candidates are welcome to apply. Currently enrolled in a bachelor's or master's program, graduating between December 2027 and June 2028. Understanding of the three financial statements and how they link. Good with numbers and careful with details. Small errors in finance cause big problems. Clear written English for reports and emails. Laptop with desktop MS Excel installed (not only the web version) and stable internet.

Duration: 10-12 weeks

Start date: June 2027

Stipend: $22.00 to $30.00/hr

Perks

Flexible hours. Paid sick time. Company laptop.

Duration: 10-12 weeks. Start: June 2027.

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