Financial Analyst Intern

Reposted 13 Days Ago
Charlotte, NC
In-Office
Internship
Angel or VC Firm • Software • Financial Services
The Role
As a Financial Analyst Intern, you'll analyze financial data, assist with modeling, prepare presentations, and support operational processes.
Summary Generated by Built In

We are seeking 2027 graduates who do not plan to pursue a Master's degree program after graduation. 

The Role:

As a Blue Ops intern, you’ll join a rotational program that provides exposure to multiple areas of our business, including M&A deals, FP&A, Accounting, Data Science, and Operations. Throughout the internship, you’ll strengthen your technical and analytical skills using tools like Power BI as well as our proprietary Diligent® and Catalyst® software.

This internship offers a unique and dynamic opportunity within a growing, multi-faceted business serving the private equity and investment banking industries. As a Financial Analyst Intern, you will gain hands-on experience in financial analysis, modeling, and business process support. You’ll also act as a valued partner to investment banking, private equity, and corporate clients on software implementation projects.

Key Responsibilities

  • Analyze operational and financial data to provide insights for M&A and FP&A engagements.
  • Assist with financial modeling and due diligence in support of client M&A efforts.
  • Prepare client-facing presentations and participate in key meetings.
  • Support monthly close processes and provide meaningful analysis to management.
  • Contribute to process improvement initiatives and client deliverables.
  • Participate in industry case studies to broaden your skillset.
  • Collect, manipulate, and structure data from various sources to create actionable insights for clients.

Preferred Qualifications

  • Junior standing, pursuing a degree in Finance, Accounting, Business, Data Analytics, or Supply Chain.
  • Strong proficiency in Microsoft Excel and PowerPoint; experience with Power BI or Alteryx is a plus.
  • Willingness to develop technical skills with tools such as Diligent®, Catalyst®, and ERP systems.
  • Excellent communication and interpersonal skills, with strong problem-solving abilities and attention to detail.
  • Ability to multitask, adapt quickly, and work independently while thriving in a team environment.
  • A strong drive for growth, success, and advancement within the organization.

Top Skills

Alteryx
Catalyst
Diligent
Excel
Power BI
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Minneapolis, Minnesota
32 Employees
Year Founded: 2010

What We Do

At Xerxes Global, we believe in bold. We get excited about the BIG ideas – the ones that disrupt or break open an industry to change everything. We develop innovative new ways to find insights that shake business to its foundations, new approaches to management that dare to ask “what if you could?,” and new ways of presenting information to unite industries like never before.

Xerxes Global unites different business that share a common goal: to never stop Getting Better. By working together, our businesses share resources, experts and knowledge in order grow in Bolder directions than they could have on their own.

These are the companies that come together to make Xerxes Global. Individually, each of Xerxes Global’s companies are innovative industry leaders. Together, we’re gamechangers.

Our Portfolio of Brands:

EBM Software: Making it Easier to Be Better
Catalyst: FP&A Cloud
Diligent: Where M&A Happens
Blue Ops - Private Equity's Most Trusted Partner
ARC - Association for Retail & Consumer Professionals
Studio X - is a fully integrated video production suite located close to the heart of Minneapolis, MN. Servicing agencies, production companies & brands, Studio X works across all media channels & platforms to help our clients think bolder and be better.

Similar Jobs

In-Office
Charlotte, NC, USA
50 Employees

Ahold Delhaize USA Logo Ahold Delhaize USA

Analyst V Solutions Delivery - Transportation/Distribution

AdTech • eCommerce • Food • Marketing Tech • Retail
In-Office
Salisbury, NC, USA
10000 Employees
109K-188K Annually

Ahold Delhaize USA Logo Ahold Delhaize USA

Risk & Controls Intern

AdTech • eCommerce • Food • Marketing Tech • Retail
In-Office
Salisbury, NC, USA
10000 Employees
18-31 Hourly

Ahold Delhaize USA Logo Ahold Delhaize USA

Analyst II A-Brands Analytics & JPB

AdTech • eCommerce • Food • Marketing Tech • Retail
In-Office
Salisbury, NC, USA
10000 Employees
63K-109K Annually

Similar Companies Hiring

PRIMA Thumbnail
Travel • Software • Marketing Tech • Hospitality • eCommerce
US
15 Employees
Rain Thumbnail
Web3 • Payments • Infrastructure as a Service (IaaS) • Fintech • Financial Services • Cryptocurrency • Blockchain
New York, NY
40 Employees
Scotch Thumbnail
Software • Retail • Payments • Fintech • eCommerce • Artificial Intelligence • Analytics
US
25 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account