Financial Analyst Intern Resume Samples

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Financial Analyst Interns are entry-level staff who are pursuing their degree and starting their career at the same time. Common duties listed on a Financial Analyst Intern resume sample are providing support to the financial department, collecting data, learning how to write reports, and researching financial trends. The most successful resumes mention skills such as analytical thinking, computer operation, statistics knowledge, teamwork, an interest in financial forecasting, and organization. Most Financial Analyst Interns are pursuing a degree in business, economics, or finance.

1

Financial Analyst Intern

  • Conducted marketing research for both buy-side and sell-side resulting in 17 strong leads.
  • Assisted with in-depth small business valuations which increased value by an additional $250,000.
  • Generated new clients through cold calling which has led to the closing of a seven figure acquisition.
  • Assisted clients to raise capital by seeking out institutions that offer private equity or debt to small businesses.
Candidate Info
7
years in
workforce
3
months
at this job
BBA
Business Administration
MA
Finance / Real Estate
2

Financial Analyst Intern

Managed the central office expenses distribution for all local offices by finalizing income
statements of the past three years.

  • Presented income statement performance details to managers and assisted them in making more
  • Increased 2015 fiscal year budget precision by studying and researching past data and trends.
  • Strengthened vendor relationships by improving vendor information management process through streamlined and systematic documentation.
Candidate Info
6
months in
workforce
4
months
at this job
Management Information Systems
3

Financial Analyst Intern

Implemented system and control enhancements to improve accuracy and efficiency.

  • Identified and reduced risks through financial statement analysis and process testing.
  • Conducted economic research used to create a presentation that resulted in a county bond rating increase to AAA.
  • Monitored and analyzed financial, statistical, and operational data trends.
  • Developed financial models for diverse projects and analysis.
  • Performed variance analysis versus forecasted budget.
Candidate Info
7
years in
workforce
3
years
at this job
BA
Economics
4

Junior Financial Analyst Intern

Primarily focusing on a database project called SPRING, in which multiple databases would fall into one new database. Compiled data for annual reports, budgets and cash flows reports from previous databases.

  • Gathered Requirements from Managers, Technical Team and Business Users; experience with V-Lookups, Pivot Tables, using Microsoft Excel.
  • Analyzed and Reviewed database sales and transactions to ensure proper numbers through auditing and transformation into new SPRING database.
  • Created weekly revenue reporting and insights while developing dashboards with key performance indicators and tools to drive incremental revenue.
  • Communicated through financial presentations of data findings of financial reports, cost analysis, and revenue.
  • Learned about audit reporting as well as analyzing invoices and management.
  • Through analysis, created recommendations with Finance team to improve operations through business meetings and the use of Microsoft PowerPoint.
Candidate Info
4
months in
workforce
4
months
at this job
BBA
Finance & Management
5

Financial Analyst Intern

Collaborated with team members in the analysis of Theoretical vs. Actual productivity, which ensured recognition for valued employees. Also assisted with workforce optimization, saving over $120,000 in payroll costs benefitting Starwood.

  • Led efforts to maintain current contracts and Certificates of Insurance for all Florida Starwood resorts, which totaled over 200vendors.
  • Served as a Finance Lead involved in monthly, quarterly, and annual food & beverage inventory counts. This in part also involved tasks such as sensitivity analysis of estimating cost & revenue.
  • Introduced a new Purchase Order process to all Florida Starwood resorts.
  • Worked closely with executives in presenting the "Audit Report Card" to ensure all managers are compliant with internal policies and procedure as noted in our hotel finance policies
  • Led monthly finance meetings, which included over 10 analysts. Tasks involved creating the meeting's action plan presented to the DOF and VP as well as collaboration to improve and share best practices.
Candidate Info
11
years in
workforce
2
years
at this job
BS
Business Administration
6

Financial Analyst Intern

Performed in depth research regarding company invested stocks and bonds as well as provided recommendations
based on advanced earnings projections

  • Produced forward looking models focused on price sensitivity analysis and hedging strategies
  • Participated in weekly portfolio meetings involving a portfolio heavily focused on financial and energy securities
  • Assisted in preparing reports regarding private equity and hedge fund investments in real estate, pharmaceuticals, and technology to determine investment parameters
  • Provided critical analytics for oil and gas development projects, such as evaluating cost of acreage, production, and transportation
  • Contributed to various accounting, tax, and legal partnership projects
Candidate Info
14
years in
workforce
4
years
at this job
BBA
Finance
7

Financial Analyst Intern

Conducted extensive research and analysis of data driven trends within the retail and consumer goods industries

  • Researched and evaluated the financial data of firms
  • Provided the analysis for ROI, and pricing calculations, as well as other comparable metrics used in client advisory
  • Led data and information driven research into cutting-edge topics within the retail and consumer goods industries
  • Provided research and analysis to enhance client advisory
  • Prepared advisory presentations for industry leaders and assisted in the advisory of major product initiatives
Candidate Info
4
years in
workforce
5
months
at this job
BA
Economics
8

Financial Analyst Intern

Assisted with the preparation of excel models to present how [company name] could benefit potential clients and their current portfolio.

  • Executed background checks on current clients and cold called potential clients interested in buying municipal or junk bonds.
  • Trained on the responsibilities required to be a trader and the different types of bonds, maturity dates, and yield rates under the Bloomberg system.
  • Researched and assessed the performance of different bonds under the Bloomberg system and recommended buy/sell strategy based upon the bonds current and predicted strength.
  • Learned about the different roles in a financial services company, which includes bond analyst and bond broker.
  • Supported the company with all generic administration tasks from organizing conference calls and meetings as well as formatting Excel files and presentations.
  • Maintained an up-to-date inventory list for all the bonds in the company
Candidate Info
6
years in
workforce
2
years
at this job
BS
Economics
9

Financial Analyst Intern

Supported the documentation process by generating excel reports of financial data

  • Facilitated information flow across language barriers
  • Developed and implemented Bloomberg application analytics standards
  • Reviewed and developed charting options for analytical reviews
  • Performed quantitative statistical analysis of data using Zawya Applications
  • Learned how to use Zawya applications, which performs quantitative statistical analysis
Candidate Info
10
years in
workforce
1
year
at this job
BS
Corporate Finance & International Studies
MBA
Finance
10

Financial Analyst Intern

Analyzed and restructured over $40 million within investment portfolios

  • Researched future investments and presented recommendations to Chief Investment Officer
  • Assisted in the creation of investment valuation models for clients
  • Conducted research on long run market trends and implemented hedging strategies for clients
  • Assisted in acquisition of over $5 million in new assets
Candidate Info
14
years in
workforce
3
years
at this job
BS
Economics

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