Financial Analyst-Intern

Duration

3 months (with possibility of conversion to full-time based on performance)

Purpose of the Role

As part of the finance team at Planify Capital the intern will support financial planning & analysis (FP&A) investment monitoring reporting and strategic decision-making. Given the requirement of CFA Level III clearance we expect a high calibre candidate who can contribute meaningfully from day one.

Key Responsibilities

Assist in preparation of monthly & quarterly financial reports dashboards and presentations for senior management.

Build update and maintain financial models (e.g. forecasting budgeting valuations) to support business units and investment decisions.

Analyse business performance : variance analysis (actual vs budget / forecast) identify drivers prepare commentary and actionable insights.

Support investment / portfolio monitoring : evaluate key metrics track performance prepare investment memos / scorecards.

Collaborate with cross-functional teams (operations sales risk HR) to gather inputs and align on financial planning.

Help with implementation and enhancement of reporting tools and processesprocess improvements automation in Excel / BI tools.

Conduct ad-hoc financial and market research (industry trends competitor benchmarking regulatory changes) and present findings.

Ensure adherence to internal controls documentation of assumptions and model logic support audit / tracking activities.

Assist with employer-branding and internal communications by preparing finance-related content for stakeholder updates.

Required Qualifications & Skills

Cleared CFA Level III (or equivalent qualification) mandatory.

Masters degree in Finance Commerce Economics or equivalent; MBA / PG Diploma in Finance is a plus.

Strong proficiency in Microsoft Excel (pivot tables advanced formulas modelling) and ideally PowerPoint.

Basic knowledge of financial modelling valuations budgeting & forecasting.

Analytical mindset with ability to interpret complex data identify trends make actionable recommendations.

Good written & verbal communication skills. Comfortable presenting to senior stakeholders.

Self-motivated detail-oriented able to manage multiple tasks and deadlines in a fast-paced environment.

Prior internship or project experience in finance FP&A investments or related domain is an advantage.

Familiarity with BI tools (Power BI / Tableau) or SQL is a plus though not mandatory.

Preferred Attributes

Demonstrated interest in capital markets investments or corporate finance.

Proactive attitude : identifies opportunities for process improvements automation and reporting enhancements.

Team player with collaborative approach yet capable of working independently.

Comfortable working in a startup / scale-up environment where roles are dynamic and evolving.

Stipend / Compensation

10000

Required Skills :

financial planningreportingfinanceinvestment

Key Skills

Cognos,Forecasting,Hyperion,Microsoft Access,Pivot tables,Accounting,Analysis Skills,Microsoft Excel,Financial Analysis,Financial Modeling,Budgeting,Financial Planning

Employment Type : FULLTIME

Experience : years

Vacancies : 6

Monthly Salary Salary : 120000 - 120000