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Financial Analyst Intern

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Intapp

Dec 6, 2023

Applications are closed

  • Internship
    Full-time
    Starts on Jun 02
    Summer Internship
  • Banking & Finance
  • Charlotte

Requirements

  • Masters or Bachelor's Degree in Finance or Accounting and extensive quantitative coursework in economics, finance, statistics, etc.;
  • 0-1 years of budgeting, financial reporting and analysis and financial systems work experience
  • Exposure in Software as a Service (SaaS) and/or subscription recurring revenue with understanding of how a services organization operate
  • Prior academic experience building, maintaining, and adapting company financial model
  • Strong analytical and problem-solving skills, ability to think strategically and creatively, apply business acumen and exercise judgment
  • Proven track record of achievement, self-motivation, initiative and integrity
  • Highly productive and efficient. Able to thrive managing multiple projects under tight deadlines in a dynamic environment
  • Demonstrated ability to collaborate effectively consistent with Intapp values
  • Strong written and oral communication skills
  • Exposure in Netsuite, Adaptive, Salesforce, Aviso, PowerPoint, and similar systems (nice to have)
  • Advance proficiency in Microsoft Excel
  • Enjoyment of creating & building models, processes, and solutions from scratch.

Responsibilities

  • Develop and maintain templates and policies related to budget management for Sales and Marketing
  • Participate in monthly reviews of budget vs actuals. Gather, document and analyze budget variances.  Provide cause narratives and summarize as needed for executive presentations.
  • Ensure compliance with current budget and spending policies, and propose improved policies and systems regarding spending guidelines, cost savings, cost allocation, annual planning, and month end close
  • Design and build financial models with a focus on bookings and topline to support business decisions, including historical data and projected results based on assessment of trends. Structure and extract data to support models.
  • Ability to build and understand both sales and marketing capacity models and KPI that impact top line
  • Deliver end-to-end reporting solution for clients, inclusive of KPI/metric selection, back-end data solution and visualization dashboards
  • Collaborate cross-functionally to understand drivers of trends, clearly communicate actionable insights from data-driven analysis and make recommendations for key business decisions
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Intapp

Accounting
Industry
1001-5000
Employees
2000
Founded Year

Mission & Purpose

Intapp powers connected firms. Trusted by 2,250 of the world’s top private capital, investment banking, legal, accounting, and consulting firms, Intapp offers end-to-end, cloud-based connected firm management software built for the unique needs of partner-led firms. Intapp helps enhance collaboration, unleash collective knowledge, transform decision-making, and fuel success. Our products and services span the entire relationship lifecycle — from strategy through origination and execution — to drive optimal outcomes.