Job Description Finance Intern
Finance Internship AI Financial Reporting & Sales Operations AnalyticsThe primary role of the Finance/Sales Operations Intern is to support Spherixs Finance and Sales teams in applying AI tools to streamline and automate recurring financial and sales reporting. This individual will work directly with the executive team and help build more efficient scalable approaches to financial and sales analytics by identifying opportunities for automation improving existing workflows and contributing to the development of standardized reporting processes.This is a paid summer internship open to students pursuing a degree in Accounting Finance Business or a related field who have a genuine interest in AI. We are looking for someone who is excited by problem solving interested in improving business processes and eager to explore how emerging technologies can enhance reporting and decision-making across finance and sales functions.ResponsibilitiesFinancial Reporting AI-Assisted Automation- Identify and support the automation of recurring finance and accounting workflows using AI tools including monthly close reporting and management reporting packages.
- Evaluate and refine AI tool outputs across platforms to assess accuracy consistency and usefulness for financial reporting purposes.
- Help develop a standardized approach to using AI tools for reporting tasks ensuring outputs are consistent and repeatable.
- Document best practices and guidelines for using AI tools in financial workflows.
- Support the Finance team in identifying repetitive time-intensive reporting tasks that are strong candidates for AI-assisted automation.
Sales Operations & Revenue Analytics- Support the Sales Operations team in analyzing pipeline and revenue data to identify trends and performance drivers.
- Assist in building and maintaining sales performance reports including dashboards tracking key KPIs such as conversion rates deal velocity and revenue growth.
- Help automate recurring sales reporting processes using AI tools and Excel.
- Partner with Sales and Finance teams to ensure alignment between revenue tracking forecasting and financial reporting.
Process Documentation & Collaboration- Document current-state finance and sales workflows to identify opportunities where AI prompting can reduce manual effort and improve output quality.
- Collaborate with Finance and Sales team members to gather requirements and validate that developed prompts meet practical day-to-day reporting needs.
- Contribute to the creation of a centralized library of AI prompts and workflows for both finance and sales use cases.
Final Project Executive Dashboard & Analytics- Design and deliver a Finance & Sales Executive Dashboard that integrates key financial and sales performance metrics.
- Build automated reporting outputs that provide insights into revenue profitability and pipeline health.
What Were Looking For- Currently pursuing a Bachelors or Masters degree in Accounting Finance Business Administration or a closely related field.
- Completed coursework in financial accounting managerial accounting corporate finance or related disciplines.
- Proficiency in Microsoft Excel including familiarity with financial formulas data organization and basic analysis.
- Strong written communication skills with the ability to clearly document processes and instructions.
- Detail-oriented organized and able to manage a defined project from initiation through delivery within a summer timeline.
- Self-starter who takes initiative and approaches tasks proactively.
- Curiosity and genuine interest in applying AI to real-world finance and business problems.
- Ability to own a project end-to-end with strong organizational discipline.
Preferred- Demonstrated interest in artificial intelligence through coursework independent projects extracurricular involvement or professional exposure.
- Familiarity with AI tools such as Claude ChatGPT Microsoft Copilot or similar platforms and an interest in their application in a business context.
- Prior experimentation with AI tools in an academic or professional setting.
- Experience with financial reporting or accounting software (e.g. QuickBooks NetSuite Sage Intacct).
- Exposure to CRM or sales tools (e.g. Salesforce HubSpot) is a plus.
- Prior internship or work experience in accounting finance sales operations or professional services.
What Youll Gain- Direct mentorship from the CEO and senior finance and sales professionals in a collaborative small-team environment.
- Hands-on experience applying AI tools to finance and sales operations problemsa highly in-demand skill set.
- Experience building executive-level dashboards and analytics used for strategic decision-making.
- Exposure to cross-functional collaboration between Finance and Sales teams.
- Insight into the life sciences market research industry and how specialized firms serve pharmaceutical and biotech clients.
About Spherix Global InsightsSpherix Global Insights is an independent market intelligence and advisory firm that provides an unbiased view of therapeutic areas within rapidly evolving indications. Our seasoned in-house team specializes in key dermatology gastroenterology rheumatology nephrology neurology and ophthalmology markets. Collaborating closely with our clients we empower them to make informed decisions and capitalize on opportunities by leveraging our comprehensive market insights strategic consultations and advisory services. Required Experience:
Intern
Job Description Finance InternFinance Internship AI Financial Reporting & Sales Operations AnalyticsThe primary role of the Finance/Sales Operations Intern is to support Spherixs Finance and Sales teams in applying AI tools to streamline and automate recurring financial and sales reporting. This i...
Job Description Finance Intern
Finance Internship AI Financial Reporting & Sales Operations AnalyticsThe primary role of the Finance/Sales Operations Intern is to support Spherixs Finance and Sales teams in applying AI tools to streamline and automate recurring financial and sales reporting. This individual will work directly with the executive team and help build more efficient scalable approaches to financial and sales analytics by identifying opportunities for automation improving existing workflows and contributing to the development of standardized reporting processes.This is a paid summer internship open to students pursuing a degree in Accounting Finance Business or a related field who have a genuine interest in AI. We are looking for someone who is excited by problem solving interested in improving business processes and eager to explore how emerging technologies can enhance reporting and decision-making across finance and sales functions.ResponsibilitiesFinancial Reporting AI-Assisted Automation- Identify and support the automation of recurring finance and accounting workflows using AI tools including monthly close reporting and management reporting packages.
- Evaluate and refine AI tool outputs across platforms to assess accuracy consistency and usefulness for financial reporting purposes.
- Help develop a standardized approach to using AI tools for reporting tasks ensuring outputs are consistent and repeatable.
- Document best practices and guidelines for using AI tools in financial workflows.
- Support the Finance team in identifying repetitive time-intensive reporting tasks that are strong candidates for AI-assisted automation.
Sales Operations & Revenue Analytics- Support the Sales Operations team in analyzing pipeline and revenue data to identify trends and performance drivers.
- Assist in building and maintaining sales performance reports including dashboards tracking key KPIs such as conversion rates deal velocity and revenue growth.
- Help automate recurring sales reporting processes using AI tools and Excel.
- Partner with Sales and Finance teams to ensure alignment between revenue tracking forecasting and financial reporting.
Process Documentation & Collaboration- Document current-state finance and sales workflows to identify opportunities where AI prompting can reduce manual effort and improve output quality.
- Collaborate with Finance and Sales team members to gather requirements and validate that developed prompts meet practical day-to-day reporting needs.
- Contribute to the creation of a centralized library of AI prompts and workflows for both finance and sales use cases.
Final Project Executive Dashboard & Analytics- Design and deliver a Finance & Sales Executive Dashboard that integrates key financial and sales performance metrics.
- Build automated reporting outputs that provide insights into revenue profitability and pipeline health.
What Were Looking For- Currently pursuing a Bachelors or Masters degree in Accounting Finance Business Administration or a closely related field.
- Completed coursework in financial accounting managerial accounting corporate finance or related disciplines.
- Proficiency in Microsoft Excel including familiarity with financial formulas data organization and basic analysis.
- Strong written communication skills with the ability to clearly document processes and instructions.
- Detail-oriented organized and able to manage a defined project from initiation through delivery within a summer timeline.
- Self-starter who takes initiative and approaches tasks proactively.
- Curiosity and genuine interest in applying AI to real-world finance and business problems.
- Ability to own a project end-to-end with strong organizational discipline.
Preferred- Demonstrated interest in artificial intelligence through coursework independent projects extracurricular involvement or professional exposure.
- Familiarity with AI tools such as Claude ChatGPT Microsoft Copilot or similar platforms and an interest in their application in a business context.
- Prior experimentation with AI tools in an academic or professional setting.
- Experience with financial reporting or accounting software (e.g. QuickBooks NetSuite Sage Intacct).
- Exposure to CRM or sales tools (e.g. Salesforce HubSpot) is a plus.
- Prior internship or work experience in accounting finance sales operations or professional services.
What Youll Gain- Direct mentorship from the CEO and senior finance and sales professionals in a collaborative small-team environment.
- Hands-on experience applying AI tools to finance and sales operations problemsa highly in-demand skill set.
- Experience building executive-level dashboards and analytics used for strategic decision-making.
- Exposure to cross-functional collaboration between Finance and Sales teams.
- Insight into the life sciences market research industry and how specialized firms serve pharmaceutical and biotech clients.
About Spherix Global InsightsSpherix Global Insights is an independent market intelligence and advisory firm that provides an unbiased view of therapeutic areas within rapidly evolving indications. Our seasoned in-house team specializes in key dermatology gastroenterology rheumatology nephrology neurology and ophthalmology markets. Collaborating closely with our clients we empower them to make informed decisions and capitalize on opportunities by leveraging our comprehensive market insights strategic consultations and advisory services. Required Experience:
Intern
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