In the Financial Planning and Analysis Intern position, you’ll gain hands-on experience in financial planning and analysis while helping Finance improve reporting, forecasting and business insights. You’ll work with financial data and technology to identify trends, improve processes and support informed business decisions.
Direct Supply is building the future of healthcare technology with industry-leading products, solutions and platforms to help improve the lives of millions of seniors and those who care for them.
What You’ll Do and Impact:
Support financial planning and analysis by preparing monthly reporting packages used by Finance and business leaders to understand performance.
Analyze financial and operational results to identify trends and key business drivers and support forecasting and other forward-looking analyses.
Help automate recurring financial reporting using Power BI and AI tools to reduce manual processes and improve visibility into business performance.
Partner with Finance and business stakeholders on ad hoc financial analyses, reporting requests and process improvements that support informed decision-making.
Communicate financial findings and recommendations through clear presentations and data-driven storytelling.
Support periodic tax-related activities, including tax reconciliations and other financial analyses, in partnership with Finance and Accounting Partners.
Skills Needed:
Systems Thinking & Problem Solving - Identify the right problems to solve by understanding the broader system – customers, stakeholders, processes, data, technology, and AI. Connect root causes, dependencies, tradeoffs, and upstream and downstream effects to develop practical, scalable solutions that improve the whole.
Apply Judgment - Make sound decisions by evaluating data, context, assumptions, risk, and outcomes. Critically assess ideas and AI-generated outputs, consider interdependencies, voice a clear point of view, and own the results and impact.
Create & Shape Ideas - Generate, test, and develop new ideas into useful, high-quality solutions and experiences. Use creativity, curiosity, technology, and different perspectives to see around the corner, innovate and develop ideas into outcomes that create value and scale.
Influence & Collaborate - Build trust, communicate clearly, and work across boundaries to drive action and shared outcomes. Seek and integrate different perspectives, contribute ideas, work through dependencies, and help teams make progress together through change and ambiguity.
Learn & Adapt - Continuously grow and adapt as technology, customer needs, roles, and work systems evolve. Stay curious, learn beyond your core specialty, experiment with new approaches, use AI to accelerate learning, and improve through feedback and setbacks.
Experience:
Sophomore or higher standing in a four-year undergraduate program, or enrollment in a graduate program, majoring in Finance, Accounting, Business Analytics or a similar field.
GPA of 3.3 or higher.
Strong Microsoft Excel skills, including formulas, pivot tables, data analysis and basic financial modeling.
Ability to work full time during the summer (~40 hours/week) and part time during the school year (~15–20 hours/week).
Additional Items of Interest:
Experience or demonstrated interest in AI, analytics, automation or data tools such as ChatGPT, Microsoft Copilot, Power BI, Databricks, SQL, Python or similar technologies.
Personal projects, coursework, extracurricular activities or prior internship experience related to finance, analytics, automation or data.
Job to be performed in the location listed. Generous benefit package available.
© 2013 to 2026 Direct Supply, Inc. All rights reserved.
Skills Required
- Sophomore or higher standing in a four-year undergraduate program, or enrollment in a graduate program
- Major in Finance, Accounting, Business Analytics, or a similar field
- Minimum GPA of 3.3
- Strong Microsoft Excel skills, including formulas, pivot tables, data analysis, and basic financial modeling
- Ability to work full time during the summer, approximately 40 hours per week
- Ability to work part time during the school year, approximately 15–20 hours per week
- Experience or demonstrated interest in AI, analytics, automation, or data tools
- Experience with ChatGPT, Microsoft Copilot, Power BI, Databricks, SQL, Python, or similar technologies
- Personal projects, coursework, extracurricular activities, or prior internship experience related to finance, analytics, automation, or data
Direct Supply Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Direct Supply and has not been reviewed or approved by Direct Supply.
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Retirement Support — Retirement savings are emphasized through a 401(k) with company match and stock contributions, alongside an employee‑owner model. Feedback suggests these features are a standout part of the total rewards package.
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Strong & Reliable Incentives — Incentives such as annual profit sharing and bonuses are consistently highlighted as meaningful components of pay. Feedback suggests these payouts complement base salary and contribute materially to total compensation.
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Wellbeing & Lifestyle Benefits — Wellbeing resources include a full on‑site wellness center with gym, classes, and recreational courts, plus a dog‑friendly campus and on‑site café. Flexible work options and everyday perks like complimentary beverages and membership reimbursements add tangible lifestyle value.
Direct Supply Insights
What We Do
For 35 years, Direct Supply has been dedicated to delivering innovative solutions to the toughest challenges facing the Senior Living industry. Now more than ever, we’re inspired by our customers’ commitment to serving America’s seniors during COVID-19 and beyond. From creating safe, desirable spaces and boosting operational efficiency, to helping our customers improve care outcomes and easily procure the right products at the best value – we’re constantly expanding our offering and developing new technologies to meet the complex and evolving demands of Senior Living.
