Financial Intern Resume Sample

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Art Dietrich
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Work Experience


Financial Intern
11/2016 - PRESENT
Philadelphia, PA
  • Entry level with an interest in Finance, Law, or General Management
  • Time management skills to manage multiple tasks required
  • Proficiency in MS Windows applications, including Word, Excel, and PowerPoint
  • Interact with all levels of personnel and management
  • Perform maintenance for clients in the following areas
  • Analytical skills and proficiency in spreadsheet, database, and word processing software
  • Strong computer skills including use of MS Office programs
Intern Financial Analyst
09/2013 - 09/2016
Dallas, TX
  • Gathering and analyzing data from internal and external sources and recording it into a database
  • Assist in remarketing efforts to sell off lease equipment belonging to both TFS and our funding partners
  • Assist in monthly and ad hoc reports
  • Extensive use of Excel to track auction values
  • Current undergraduate with a graduation date between 2019 and 2021
  • Performing application design activities (e.g., writing functional designs, designing user interface, usability testing)
  • Assisting in conducting gap analysis (as-is/to-be)
  • Performing Functional, Integration, Performance testing and assisting with User acceptance
  • Strong IT knowledge, SQL – preferable
Financial Services Intern
04/2010 - 08/2013
Phoenix, AZ
  • Experience in wealth management
  • Retrieve information and extensively review transactional activity extensively using the Bank’s data systems
  • Strong background in Microsoft Excel / Microsoft Office Suite
  • Coordinate activities and information sharing with Business Partners, other MITRE FFRDC's and operating units
  • Prepare and maintain direct and indirect budgets at various organizational levels
  • Attend a three-day Student Leadership Conference with over 200 other interns from across Accenture’s various roles and offerings
  • Intern - relevant college coursework in the areas of business, pre-law, and/or finance/accounting would be beneficial

Education


National American University - Roseville Campus
2006 - 2010
Bachelor's Degree in Accounting

Professional Skills


  • Statistical or Financial coursework, strong analytical skills, strong spreadsheet skills
  • Excellent organizational skills, including ability to plan and prioritize work, and handle multiple projects simultaneously
  • Excellent analytical skills. Ability to analyze underlying principles, reasons or facts surrounding financial reports
  • Demonstrated skills in the use of Microsoft Office applications
  • Strong analytical skills and the ability to model in Excel
  • Strong computer skills, proficient in Microsoft Office suite – Word, Excel and Powerpoint
  • Willing to learn new skills

How to write Financial Intern Resume

Financial Intern role is responsible for microsoft, analytical, financial, software, computer, word, excel, insurance, finance, database.
To write great resume for financial intern job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Financial Intern Resume

The section contact information is important in your financial intern resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Financial Intern Resume

The section work experience is an essential part of your financial intern resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous financial intern responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial intern position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Financial Intern resume experience can include:

  • Assist in the preparation of the company’s consolidated financial statements and internal management reports
  • Analyze monthly financial results relative to budget and prior year for sales and margin and departmental expenses
  • Maintains a professional appearance and manner; dresses as good as or better than the client. Exudes maturity
  • Demonstrates a positive attitude toward our firm and our profession. Gets along well with others and promotes positivity
  • Driven, self-starter, motivated to add value to our firm and enhance client experience
  • Exposure or experience with Cognos, Excel Modelling, QMF

Education on a Financial Intern Resume

Make sure to make education a priority on your financial intern resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial intern experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Financial Intern Resume

When listing skills on your financial intern resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical financial intern skills:

  • Critical Thinking, and Communication skills are most important
  • Proficient Excel skills desirable, including but not limited to; pivot tables, graphs, formulae (vlookups, sumifs, etc)
  • PC Skills: Microsoft PowerPoint, Excel (or similar spreadsheet software)
  • Effectively communicate decisions
  • Effectively communicate with other Accountants, Supervisors and Managers
  • Tie-out XBRL tagging information within financial statements and statement footnotes to ensure accuracy prior to filing deadline

List of Typical Experience For a Financial Intern Resume

1

Experience For Financial Services Intern Resume

  • Understanding competitor landscape and performing market research of global competitors
  • Learning to use publicly available information and third party databases (Capital IQ, ThomsonOne, PitchBook) to complete responsibilities
  • Proficiency with Microsoft Office Excel required including quantitative modeling
  • Enhance/automate finance processes and challenge existing assumptions/methodologies
  • Assist in preparation of Operating Review presentations and Board of Director books
  • Work with other financial analysts in supporting the Sales organization
  • Support the Funding Services Community of Practice
  • Research and apply the latest interactive data visualization trends and techniques
  • Complete specific projects assigned by the Project or Department Manager
2

Experience For Financial Accounting Intern Resume

  • Flexible work schedule given potential deadlines
  • Work as part of a team and engage with several different financial departments within the company
  • Work as part of a team and engage with several different financial departments within company
  • Provide support to Finance and to Management teams throughout the company
  • Update and maintain weekly reports for sales team and other stakeholders
  • Assist with Budget Variance Analysis
3

Experience For Intern Financial Analyst Resume

  • Help with automation of financial processes
  • Proactively build trust and relationships throughout the organization
  • Proficiency in Microsoft Excel and other MS Office programs
  • Work independently and as a team member in a relatively unstructured environment
  • Help us shape the next-generation Finance system (CorFiT) environment
  • Provide customized / ad-hoc performance and analysis
  • Develop a broad understanding of the values, beliefs, and processes required within the financial services organization and with Trane customers and sales offices
  • Manage a personal account portfolio up to $3 million
  • Reconcile customer accounts by applying customer payments, processing account maintenance requests, and working with internal and external customers as needed to collect information
4

Experience For Financial Analysis Intern Resume

  • Develop basic knowledge of risk assessment and receivable quality in the construction industry
  • Run D&B credit reports and call for credit references as needed
  • Make independent credit decisions on jobs up to $35k
  • Develop and present on department best practices
  • Prepare month-end general ledger account reconciliations and related journal/accrual entries
5

Experience For Financial Audit Intern Resume

  • Assist with various accounting procedures for multiple foreign entities: month-end journal entries, bank and balance sheet reconciliations, monthly reporting and other miscellaneous tasks
  • Maintain customer sales tax exemption information and assist with setup of sales tax programs and software to ensure accurate invoicing for new products and services
  • Ownership of extracting and manipulating data from the operating platform to report to the business
  • Gather information requested by auditors during state sales tax audits
  • Contribute to the analysis of global sales performance, assisting in production of key sales performance reports, including trend and variance analysis to prior periods/forecasts
  • Contribute to the analysis of underwriting performance by assisting in the production of reports and interpreting the results
  • Subsidiary financial statement, including footnotes
6

Experience For Financial Industry Intern Resume

  • Establish trust and productive working relationship with field personnel and construction partners
  • Provide detail expense analysis and tracking reports on a regular & ad hoc basis to manage budget & forecast variances
  • Maintain Technology forecast and budget including labor cost, headcount, capex and depreciation
  • Contribute towards delivery of reports to regulators, reinsurers and auditors
  • Contribute to team meetings and comment on performance results
  • Weekly Competitor Report/Newsletter compilation and distribution
  • Financial statement (10-Q / 10-K) review and analysis
  • Proficient with Microsoft software suite (Excel, PowerPoint, Word)
  • Completed a junior year in Finance, Business Administration, Economics, Marketing, Communications and/or International Business before the start of the internship
7

Experience For Financial Analyst Graduate Summer Intern Resume

  • Prepare and analyze accounts to ensure compliance with generally accepted accounting principles
  • Account Reconciliations and General Ledge
  • Other various projects which can include assisting in the preparation of the company’s shareholder reports, assisting outside auditors with analyses of accounts, and day-to-day contact with division accounting staffs, operating managers and other corporate staff departments
  • GPA of 3.3 or higher is desired
  • Other various projects, which can include assisting in the preparation of the company’s shareholder reports, assisting outside auditors with analyses of accounts, and day-to-day contact with division accounting staff, operating managers and other corporate staff departments
  • Workpaper preparation for wholly owned entities
  • Preparation and distribution of Joint Venture financial results
8

Experience For Intern Financial Institutions Resume

  • Assist in CFO packet reports and other analysis as necessary
  • Support and participate in collaboration activities to promote and implement process improvements
  • Perform other work-related tasks as needed or assigned
  • Maintain all intercompany regional recharges between North America and other regional support teams
  • Prepare reports and presentation materials for Senior Executives
  • Perform ad hoc analysis and special projects, as required
9

Experience For Center for Financial Services Intern Resume

  • Maintain database of utility financial information
  • Assist Financial Analysts with rate surveys
  • Geographic mobility (upon graduation)
  • Fluent in English (+550 Toefl rate)
  • Availability to work 30hrs per week (Flexible between 8am and 5pm)
  • Current eligibility to work in Canada
  • Knowledge of or interest in numbers, finance and analysis
  • Learn quickly and attention detail
  • Finance or Business Analytics majors
10

Experience For Financial Systems Intern Resume

  • Current undergraduate with a graduation date between 2016 and 2018
  • Exposure to a corporate Company cross-functional environment, ie Operations, Finance, management
  • Various exposure and style of documentation and communication
  • Have an advanced level of English
  • Have a grade point average above 8.5
  • Have participated in extracurricular activities
  • Knowledge in Computer science and any relevant major
  • MS Excel and PowerPoint proficiency required
  • Undergraduate in Accountancy, Finance, Business or related studies

List of Typical Skills For a Financial Intern Resume

1

Skills For Financial Services Intern Resume

  • Excellent interpersonal and communication skills with proven ability to work well and build trust with others
  • Some previous work/ internship experience in accounting is advantageous
  • A current and valid driver license
  • Takes initiative to complete routine tasks and consistently demonstrates a proactive work ethic
  • A very good command of English (spoken and written) is required
  • Maintains effective contacts with other team members at the appropriate levels
  • New graduated or with some years of experience
  • Good working knowledge of Excel beneficial
2

Skills For Financial Accounting Intern Resume

  • Good attention to detail, with ability to recognize discrepancies
  • Work quickly and accurately under pressure with strong attention to detail
  • Good use of initiative to drive analysis and information
  • Sending marketing materials to financial advisors to help them better understand our products and services
  • Contacting financial advisors to promote continuing education opportunities
3

Skills For Intern Financial Analyst Resume

  • Compiling, review, and organize vital data to help IWs follow up on business leads
  • Maintaining the database of financial advisors with current contact and business information
  • Create and implement SEC reporting files for public companies using industry leading software
  • Work is challenging and rewarding
  • Basic understanding of accounting and financial analysis
4

Skills For Financial Analysis Intern Resume

  • Ensure data integrity during costing processes
  • Support the design and development of data querying and reporting standards
  • Engage in ensuring operational excellence by developing standards for quarterly closings and projections
  • Provide phone support by handling incoming calls on a variety of items from Trane sales offices and Trane customers
  • Superior time management, organizational and multi-tasking abilities
  • Access to obtain IBM Product Certification during work term
5

Skills For Financial Audit Intern Resume

  • PC literate (e.g., working knowledge of MS Office Programs)
  • Management, Business, Technology, and engineering Background
  • Aptitude for learning other software applications
  • Knowledge of basic accounting - accounts payables and receivables, journal entries and bank reconciliation
  • Completion of a foundational accounting course
  • Proficient in Microsoft Programs including Office, Excel, and Outlook
6

Skills For Financial Industry Intern Resume

  • Knowledge of basic accounting functions and journal entries
  • General Ledger Reconciliations (US and MX accounting)
  • Apply XBRL tagging information to financial statements and statement footnotes
  • Support Customer Success Managers, Professional Services Managers, and Directors while learning the core aspects of each position
  • Interest in working with international end users
  • Apply standards to existing reports and dashboards through the use of templates and reusable tools
7

Skills For Financial Analyst Graduate Summer Intern Resume

  • Gain knowledge and understanding of Financial Services and its mission within the company
  • Obtain working knowledge of of Winbid operations within the group
  • Obtain understanding of contract language and application to our account job base. -
  • Develop understanding of systems like Salesforce, Adaptive Insights and Netsuite
  • Perform ad hoc analyses and reporting as needed
  • Currently enrolled as undergraduate student in Finance, Accounting, Math or other analytical field
  • Actively participate in budgeting & projections, prepare management reports and performance analysis
  • Support Sales and Products proactively, helping to analyse key performance drivers, expenses and allocations
8

Skills For Intern Financial Institutions Resume

  • Make small dollar and some larger dollar collection calls on outstanding accounts receivable
  • Interact with internal and external customers, which requires varying forms of communication
  • Complete waivers of lien and requesting tax exempt forms
  • Provide training for new interns and new hires
  • Use accounting software to prepare monthly financial reports for departmental leaders and analyze account variances
9

Skills For Center for Financial Services Intern Resume

  • Complete quarterly and ad hoc internal audit procedures to ensure accurate financial reporting
  • Aksarben Office-Close to Campus
  • Our interns have meaningful relations to the industry's top talent for guidance, and have significant responsibilities in real-world areas of the Kiewit organization
  • Regular, physical, and predictable on-site job attendance
  • Routine same-day travel for work at client’s offices, meetings, and seminars which requires use of a personal vehicle
  • Assumes responsibility for his or her work
10

Skills For Financial Systems Intern Resume

  • Inspires confidence and respect from associates and the client
  • Uses tact in relationships with associates and client
  • Adheres to firm policies and procedures. Submits timesheets daily
  • Strong analytical skills and technical savvy with the ability to communicate complex issues in a clear and concise fashion, without losing sight of the big picture
  • Adapt to a flexible schedule and challenging environment
  • Raised or refinanced existing debt of approximately $15.2 billion in the debt markets across various capital markets
  • Flexibility to work in both a collaborative team environment as well as independently

List of Typical Responsibilities For a Financial Intern Resume

1

Responsibilities For Financial Services Intern Resume

  • Successful completion of Intermediate Financial Accounting, Introduction to Tax and
  • Team player, able to collaborate well in a multi-cultural environment
  • Able to commit for a duration of 4 months for the internship
  • Effective communicator. Ability to provide information to supervisors, co-workers and internal customers clearly and accurately, as well as accurate, efficient and corrective feedback
  • Clear, fast thinker who is able to translate business needs into pragmatic solutions
  • Critical thinking and problem-solving skills; ability to use logic and reasoning to analyze and identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
2

Responsibilities For Financial Accounting Intern Resume

  • Able to commit for a duration of 4-6 months for the internship
  • Communicate well, in both oral and written forms
  • Working on projects that provide opportunity to collaborate with other interns as well as associates in other departments, ranging from data analysis to mentors
  • P&L. Analyze base costs and variable costs reports
  • 2017 Deloitte Summer Internship – FAS Intern
  • Attend weekly intern class/conference calls that cover a different financial concept each week of the program, complemented by homework assignments that reinforce the material
  • Observe office training classes, taught by office management, for new Representatives in which participants work together to come up with solutions for upcoming client cases and learn about advanced topics
3

Responsibilities For Intern Financial Analyst Resume

  • Learn about Foresters and the member benefits and community programs offered. Each year Foresters organizes thousands of member volunteer activities, providing financial support and hands-on volunteerism in support of various charitable partners. These programs make a meaningful and lasting impact on the communities where we live and work
  • Work on a mock client project throughout the internship, using knowledge gained in classes to put together recommendations and illustrations for hypothetical clients
  • Present the results of the mock client project to the intern class at the end of the program, demonstrating the level of knowledge and understanding gained throughout the duration of the internship
  • Experience in financial services, marketing or communications desired
  • Experience in Math
4

Responsibilities For Financial Analysis Intern Resume

  • Profiling global competitors
  • NextG transaction valued at approximately $1.0 billion
  • T-Mobile tower transaction valued at approximately $2.5 billion
  • AT&T tower transaction valued at approximately $4.85 billion
  • Sunesys transaction valued at approximately $1.0 billion
5

Responsibilities For Financial Audit Intern Resume

  • Divestiture of Australian subsidiary valued at approximately $1.6 billion
  • Complete projects independently as well as through team collaboration
  • Knowledgeable of the professional capabilities of our firm and relate these to the clients’ needs
  • The most updated resume with profile picture
  • Extra curricular activities
  • 7th – 9th Semester

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