Financial Valuation Intern | Spring 2027

Posted Yesterday
Be an Early Applicant
Hiring Remotely in Ewing, NJ, USA
In-Office or Remote
Internship
Consulting • Financial Services
The Role
Supports financial valuation work by preparing information documents and client presentations, analyzing data with department templates, tracking market and competitor trends, maintaining project files, communicating with clients, and performing administrative tasks using Microsoft Office and internal software.
Summary Generated by Built In

#LI-EC1 #LI-Remote

Responsibilities

Essential Functions and Primary Duties

 

  • Assist with preparation of the information documents and client presentations

  • Perform analysis using department specific templates

  • Maintain and update data on market trends, competitor analysis and other business intelligence

  • Perform administrative functions including client communication, setting up and managing client project files, etc.

  • Utilizing in-house software and Microsoft Suite (Word, Excel and Outlook preferred)

 

Preferred Qualifications

 

  • You are currently enrolled in a bachelor’s program studying a form a business, preferably finance. You enjoy working in a team environment.

  • You have basic Microsoft Office skills

  • You have time management skills and the ability to multi-task

  • You are interested in the finance and accounting industry

Qualifications

Minimum Qualifications

  • Working towards a Bachelor's degree
  • Excellent interpersonal, analytical, research and project management skills
  • Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
  • Ability to multi-task, think independently and problem solve in a results driven team oriented environment
  • Strong verbal and written communications skills
  • Strong computer and technical skills including, Microsoft Office Suite, Outlook, intranet and audit software
About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Skills Required

  • Currently working toward a Bachelor's degree
  • Excellent interpersonal, analytical, research, and project management skills
  • Strong verbal and written communication skills
  • Ability to communicate internally and externally at all organizational levels
  • Ability to multitask, think independently, and solve problems in a results-driven, team-oriented environment
  • Strong computer and technical skills
  • Basic Microsoft Office skills
  • Interest in finance and accounting
  • Currently enrolled in a bachelor's program in business, preferably finance
  • Time management skills and ability to multitask
  • Ability to work in a team environment
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The Company
HQ: Cleveland, OH
3,512 Employees

What We Do

Named one of the "Best & Brightest Places to Work for"​ in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.

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