FP&A Intern

Quad Cities Asset Management is a fee-only advisory practice with two advisors, a paraplanner and an office manager. We know our clients well, often three generations of the same family. We have been family run since 1967. Compliance reviews outgoing client email, so expect to write carefully.

About the role

This is an Excel-heavy role. If you enjoy cleaning data and building models, apply. Remote within the US. The team meets in Lynn once a quarter, travel covered. Standard office hours, Monday to Friday, with flexibility around them. Clear written English is a must, as the team works across time zones.

Day to day

• Write short notes explaining trends in revenue and spending
• Prepare monthly budget versus actual reports and explain major variances
• Track vendor payments and upcoming dues in a cash flow sheet
• Assist with investor data requests and keep the data room folder organised
• Collect expense data from department heads and reconcile it with the books

What we're looking for

• Available 40 hours a week for the full internship
• Based in the US for the duration of the internship
• Good with numbers and careful with details. Small errors in finance cause big problems
• Comfortable asking questions when the data does not add up
• Clear written English for reports and emails
• Understanding of the three financial statements and how they link
• Laptop with desktop MS Excel installed (not only the web version) and stable internet
• Strong MS Excel: VLOOKUP or XLOOKUP, SUMIFS, pivot tables and basic charts

Nice to have

• Knowledge of startup metrics like ARR, burn rate and runway
• Financial modelling course or case competition experience

What you get out of it

• Building financial models that are used for real decisions
• Month-end close and variance analysis in practice
• You will present a short finance update to the founders at least once
• Certificate and a strong reference for CA articleship or entry-level finance roles

Duration: 4 months

Start date: Jan 2027

Stipend: $20.00 to $26.00 an hour

Perks

• Flexible hours
• Home office setup stipend
• Mentorship from a dedicated buddy and manager
• Return offer opportunities
• Paid company holidays

This position requires a background check.

Duration: 4 months. Start: Jan 2027.

Demo job created on 11jobs for testing and demonstrations. It is not an actual opening at Quad Cities Asset Management.