What are the responsibilities and job description for the Finance & Analytics Intern - FP&A & Job Costing. position at Herald and Associates?
Finance & Analytics Intern
FP&A | Job Costing | Forecasting | Financial Intelligence
Herald and Associates is a financial intelligence and advisory firm serving owner-led businesses. We integrate financial and operational information across multiple systems and turn it into decision-ready insight around cash, profitability, and financial risk.
We are seeking a Finance & Analytics Intern to support financial analysis, FP&A, job costing, forecasting, and management reporting across multiple client engagements.
What You'll Work On
- Monthly financial performance analysis
- Budget vs. actual and variance analysis
- Job-costing and profitability models
- Customer, project, product, service-line, and location profitability
- Revenue and expense forecasting
- 13-week cash-flow forecasting
- Financial projections and scenario analysis
- Working-capital analysis
- Break-even and sensitivity analysis
- KPI and management reporting
- Excel financial models
- Power BI dashboards and data visualization
- QuickBooks financial-data analysis
- Integrating accounting and operational data from multiple systems
- Supporting lender, valuation, and CFO-level financial analysis
You will work with businesses across industries including manufacturing, restaurants and hospitality, automotive, contracting, professional services, and other owner-led businesses.
Qualifications
- Bachelor's degree in Finance, Accounting, Economics, Business Analytics, or a related field, completed or in progress
- Currently pursuing a Master's degree in Finance, Accounting, Business Analytics, MBA, or related field is a plus
- Approximately 1 year of finance, accounting, FP&A, analytics, internship, or related experience preferred
- Strong Microsoft Excel skills
- Working knowledge of QuickBooks Online
- Basic understanding of financial modeling
- Strong understanding of financial statements and accounting fundamentals
- Understanding of chart of accounts, revenue, COGS, operating expenses, assets and liabilities
- Ability to analyze financial information and investigate unusual results
- Strong analytical and problem-solving skills
- Strong written and verbal communication
Experience with Power BI, Power Query, Xero, DAX, advanced Excel, job costing, budgeting, or forecasting is strongly preferred.
QuickBooks certification and certifications in financial modeling, Excel, Power BI, accounting, FP&A, or business analytics are a plus.
What You'll Gain
Hands-on exposure to real-world FP&A, financial modeling, job costing, cash forecasting, management reporting, Power BI, financial intelligence, and fractional CFO engagements.
This role is designed for someone who wants to understand not only what the numbers are, but why they changed and what management should understand from them.
Position: Part-Time / Internship
- Function: FP&A | Financial Analysis | Business Intelligence