Financial Planning and Analysis Intern

Job Summary: We are seeking a motivated and detailoriented FP&A Intern to join our Financial Planning & Analysis team. This intern will own a focused project centered on identifying process inefficiencies and exploring how AIenabled tools can improve core FP&A workflows. The role provides handson exposure to financial analysis process optimization and executiveready communication with opportunities to contribute insights that support datadriven decisionmaking across the business. This is an ideal opportunity for a student interested in finance analytics and the practical application of AI in a fastpaced SaaS environment.

Key Responsibilities:

Process Analysis & Improvement

• Identify inefficiencies within standard FP&A processes
• Evaluate the business value of addressing process gaps or inefficiencies
• Document current-state processes and propose scalable improvements

AIEnabled Workflow Development

• Assist in designing AIenabled process improvements
• Help develop a repeatable standard approach for leveraging AI in FP&A problemsolving
• Apply judgment in determining when AI tools enhance analysis versus manual approaches

Financial Analysis & Decision Support

• Support adhoc financial analysis and special projects as needed
• Gather analyze and synthesize financial and operational data to inform insights

Executive Communication & Storytelling

• Prepare reports presentations and written summaries of findings
• Translate analysis into clear concise insights for leadership and nontechnical audiences

CrossFunctional Collaboration

• Partner with Finance Sales Marketing and Product teams to gather inputs and perspectives
• Incorporate feedback from stakeholders to refine analysis and recommendations

Required Qualifications:

Education & Experience Guidelines

• Currently pursuing or recently completed a bachelors degree in Finance Accounting Economics Business Administration or a related field. Graduating December 2026 or later.
• Strong analytical and problemsolving skills
• Proficiency in Microsoft Excel and other data analysis tools
• Ability to synthesize information and communicate insights clearly both verbally and in writing
• Comfortable working independently on defined projects while collaborating within a team environment
• High attention to detail and accuracy
• Prior experience or coursework in financial analysis data analysis or related areas is a plus
• Occasional travel may be required.

Other Preferred Knowledge Skills Abilities or Certifications:

• Analytical Thinking: Breaks down ambiguous problems and uses data to support conclusions
• Process Orientation: Identifies inefficiencies and designs repeatable scalable workflows
• AI & Tool Fluency: Learns new tools quickly and thoughtfully applies AI to enhance analysis
• Communication & Storytelling: Builds clear wellstructured presentations and summaries tailored to the audience
• Ownership & Execution: Takes accountability for assigned workstreams and follows through with minimal oversight
• Collaboration: Works effectively across functions and incorporates feedback
• Professionalism & Curiosity: Demonstrates a strong learning mindset sound judgment and attention to quality
• Understanding of basic financial statements and core FP&A concepts
• Familiarity with SaaS business models and performance metrics (preferred not required)
• Exposure to AI tools or automation concepts used in business or analytics contexts

Location: This internship will be based in Minneapolis MN for Summer 2026.