Intern, Financial Planning & Analysis

Edelman Financial Engines

Nov 12, 2023

Applications are closed

Internship
Full-time
Off-cycle Internship
Banking & Finance
Boston

Requirements

Must be a Rising Sophomore/Junior or Rising Senior/Graduate Student
Majors Desired: Finance, Accounting, Economics or a related field
Intermediate Microsoft Excel and PowerPoint skills
Understanding of Financial Documents and financial concepts through coursework or prior experience
You have a minimum 3.0 cumulative GPA
Analytical skills and the ability to draw insights from data

Responsibilities

Apply Financial Systems (Hyperion, Netsuite & others) and Excel to build financial reports and assist with presenting results
Perform ad hoc analysis as needed to understand business performance as well as potentials trends that may affect future performance
Assist in handling financial planning, budgeting and forecasting for the Product & Technology organization
Support the monthly financial reporting process, including variance analysis
Assist in the monthly cash flow forecasting process

Edelman Financial Engines

We believe everyone deserves to move their financial life forward.

Finance

Industry

1001-5000

Employees

1987

Founded Year

Mission & Purpose

For more than 30 years, Edelman Financial Engines has been committed to moving the financial lives of millions of people forward. We were founded on the belief that everyone deserves access to financial help delivered in their best interests – always. And our mission is to serve everyday investors across their entire journey, from their first paycheck through retirement. Today, we are America’s top independent financial planning and investment advisory firm, as recognized by Barron’s five years in a row.* We operate from more than 145 offices** and serve many of the most notable companies in America. We are proud and honored to be entrusted by 1.3 million households to manage $242 billion in assets*** and to help them achieve their most important financial goals. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation is unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. * The Barron’s 2022 Top 100 RIA Firms list, a ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded in September 2022 based on data within a 12-month period. Compensation is paid for use and distribution of the rating. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a pre-combination ranking of 12.