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Finance Intern Resume Samples
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0-5 years of experience
Created a four level risk assessment model for accounts ranging from over $10 billion dollars to under $500 dollars to aid in determining account reconciliation frequency.
- Researched the best practices with regard to creating a risk assessment model.
- Assigned a risk level to general ledger balance sheet account in BlackLine Systems based upon the newly created risk.
- Updated general ledger master data request form to include a preliminary risk assessment questionnaire for new balance sheet accounts.
0-5 years of experience
- Prevented harmful litigation to firm by reviewing agent compensation terms for potential breach of contract.
- Performed data testing in accordance with Sarbanes-Oxley requirements to certify proper authorization and timely processing of shipments.
- Prepared financial reports for executives assessing the useful life of plants, property, and equipment to assist budgeting and forecasting.
- Created account descriptions that reduced errors by 25% when managers assigned costs to key accounts.
0-5 years of experience
Analyzed $10M+ daily sales totals of subcontractors in Yankee Stadium.
- Projected inventory, revenue, and profit based on opponent and day of the week.
- Monitored sales data from all revenue-generating operations in Yankee Stadium.
- Physical auditing of five randomly selected concessions stands’ inventories before first pitch of every game.
- Assisted Controller in special projects and assignments.
- Verified invoices for Accounts Payable.
0-5 years of experience
- Gathered and analyzed monthly budget variances based on a $40 million monthly budget, adhering to a set expense ratio
- Launched conversion of Builders First, LLC from QuickBooks to SunGard and created new financial statements and accounts payable process for the LLC
- Managed the accounts payable/reimbursement process to vendors and employees
- Assisted with month-end financial reports
- Worked with Underwriting, Premium Accounting, Premium Auditing, and Risk Management to estimate accurate loss exposures to obtain a premium for policyholders
0-5 years of experience
Attended daily training sessions on mutual funds, IRA rollovers, 529s, and 403bs
- Created portfolio and investment vehicle recommendations for hypothetical clients in mock cases
- Researched stocks, bonds, mutual funds, and insurance products and reported findings to financial advisor to facilitate client portfolio rebalancing
- Established and maintained strong customer service and client relationships
- Collaborated with team members to recommend financial solutions for clients
0-5 years of experience
Reviewed and audited firm wide travel and expense reimbursements received from all of the domestic and international offices.
- Tracked, recorded, compiled, and processed other expense reports.
- Oversaw travel arrangements and corresponding travel expenses.
- Constantly worked closely with travel companies and corporate credit card providers to control the travel expenses of the firm using CONCUR system.
- Closely involved in implementation of contemporary augmented Travel and Expense system.
0-5 years of experience
Demonstrated retail and bank reconciliations and variance analysis.
- Conducted account analysis of the general ledger and assist with yearend audit and preparation of 10-96 and 10-99.
- Researched the legitimacy of wholesale charge backs both internally and externally.
- Involved with invoicing customers, including collecting payment and reconciling customer accounts once payment is received.
0-5 years of experience
- Reviewed payments from managed care organizations looking for discrepancies in the amounts received with the amounts in accordance to the contractual agreement.
- Reviewed the organizations investment portfolio and recommended changes based on current market conditions and future financial needs.
- Participated in the organizations merger proceedings and annual bond issuance process.
- Prepared the department for conversion to the new, federally mandated ICD-10 coding system.
- Transferred payroll data into the recently implemented revenue cycle management software.
0-5 years of experience
- Selected as one of 27 out of a pool of over 500 candidates for the Finance Internship Program
- Assisted in the development of the 2010-2013 [company name]: calculated key metrics, identified trends and reported findings
- Compiled invoices and payments from over 20 clients to accurately age receivables in order to identify over $300k in outstanding invoices
- Gained a more advanced knowledge of Excel while developing business skills needed to work in a corporate environment
0-5 years of experience
- Supported team tasked with improving senior management’s visibility into operating units’ budget and reducing the time and resources needed to complete the budgeting process by classifying expenditures into categories that aligned with the organization’s strategic goals.
- Drove stakeholder engagement and minimized disruptions during transition phases by conducting up-front assessments of stakeholder needs and translating findings into communication strategies.
- Developed materials for training sessions that articulated specific roles and responsibilities for the budgeting process and provided operating units with standardized guidelines and definitions.
- Improved operational efficiency and the efficacy of internal controls by analyzing data on 5,000 prior incidents to identify trends and determine root causes. Summarized findings into concise reports that articulated risks, the potential impact and probability of each, and alternative mitigation strategies. Presented management with recommendations, business rationale, and action plans to improve the organization’s risk management framework.
- Improved customer satisfaction by consolidating a fragmented network of service providers into the organization’s first centralized employee contact center. Engaged with a cross-functional team of customer representatives, process improvement experts, and finance analysts to capture customer needs and synthesize information into management recommendations. Increased the overall efficiency and drove the inquiry response rate up from 60% to 94%.
- Teamed with the human relations group to assess distressed schools with employee behavioral issues and low organizational performance. Created and implemented plans to correct interpersonal relationships and improve operational outcomes. Trained teachers, principals, and local superintendents on interpersonal and communication skills in groups ranging from 40 to 5, and individually.
0-5 years of experience
Research on various asset managers and mutual fund families
- Contributed to the management of the alternative investments portfolio of UHNW clients
- Prepared presentations for managers to pitch to clients
- Coordinated marketing campaigns as team leader
- Assisted client service associates with sector specific financial reports.
- Acted as a liaison between clients, analyst and traders in order to ensure my fiduciary duty
0-5 years of experience
Worked directly with the VP of Finance preparing financial statements and business presentations
- Analyzed operational metrics to complete business review and quarterly performance review
- Assisted in month end closing process and trend analysis
- Performed financial analysis on various projects working with Next Generation team
0-5 years of experience
- Processed over 2,000 unpaid invoices utilizing Exact Macola, reducing days payable by 10 days
- Increased efficiency by analyzing discrepancies and communicating with vendors to resolve
- Captured vendor discounts by fulfilling payment within contractual terms, saving thousands
- Supported the Controller to facilitate month-end closing procedures
- Developed a training manual to assist new employees with coordination procedures
0-5 years of experience
Built Excel spreadsheet predicting stock price for prospective Real Estate Investment Trust (REIT) company
- Performed analytical, economic, and managerial research on prospective company
- Updated and uploaded accounting balance sheets for companies
- Sat in on team meetings, analysts’ updates, and foreign company updates
- Traded $1 million worth of stock with stock trader
- Presented report on prospective REIT company to analysts and account manager, uploaded info into cloud server
0-5 years of experience
Prepared Sales and Use Tax Returns for multiple states
- Compiled a Balance Sheet for the 2013 Fiscal Year
- Developed International Freight Accrual for multiple months
- Assembled documents for various audit requirements
- Updated depreciation worksheets for assets in use
0-5 years of experience
- Involved in extracting physician benchmarking data, including compensation, production, academic, and clinical targets.
- Extensively validated data once it was moved into the new data warehouse.
- Created detailed specification and mockup files for the new QlikView dashboards, coordinating with programmers and other
0-5 years of experience
- Created Excel spreadsheet of competitor’s quarter and annual financial results for fiscal years 2013, 2014 and first quarter 2015.
- Utilized competitor’s financial reports and various resources to calculate several ratios.
- Located competitor’s risk factors on annual reports and compared to our risk factors for consideration of future annual reports.
- Generated Excel spreadsheet to determine salary compensation for various job descriptions in multiple cities domestic and abroad.
- Designed Excel spreadsheets to view clients contract terms and past due accounts from quarter to quarter.
- Developed company-briefing books for three possible target companies, to be presented to the Chief Executive Officer.
- Presented results and provided feedback regarding internship program to the Chief Executive Officer, Chief Financial Officer, and other corporate executives.
0-5 years of experience
- Prepared and updated accounts reconciliation for monthly and quarterly review. Built a database to keep track of accounts evaluation scores and violations which assisted future review process.
- Prepared and analyzed Traveling & Living Expenses reports. Built employees spending YTD database to get the top
- Developed new procedures for database management which double the efficiency in running reports.
0-5 years of experience
Executed routine financial pulls via Hyperion Financial Systems (Smartview/Essbase).
- Assisted in the consolidation of the Sport Properties’ monthly forecast reports.
- Assembled monthly financial review packet for Sport Finance management.
- Prepared and distributed monthly forecast deliverables calendar.
0-5 years of experience
- Performed Compliance Scorecard testing for Sales and Purchase, notifying a loss of $350k over past two years with a single client.
- Conducted due diligence on account payables for a merger of 3 companies, correcting total overpayments of about $40k.
- Assisted Finance Controller in preparing bi-annual financial budget.
0-5 years of experience
- Assisted in collection, analyzing, and organization of data for internal SOX billing audit
- Created a detailed billing audit SOP binder for future interns and/or employees to utilize
- Prepared and analyzed collection agency reports for Directors in Billing Department
- Extensive use of Microsoft Excel on a daily basis
0-5 years of experience
- Led strategic and analytical support to the finance strategy team on $2M+ growth opportunities
- Created qualitative and quantitative research data for CityWalk strategic discussion
- Shadowed analysts using SAP to record journal entries and pull out numerical data such as actuals vs. budget
- Supported the Accounts Payable team in processing vendor set-ups and payments
0-5 years of experience
- Created product lifecycle management business plan comparisons
- Generated useful file that effectively displayed differences between PLM and financial plans
- Compiled large data sets of historical engineering projects to make data useable for analysis across Micron teams
- Presented summer projects to upper management
0-5 years of experience
- Assisted conducting resource planning and project budgeting for $10M project with China Unicom
- Provided in time administrative support for daily operations by contacting IT and other departments
- Involved positively in bidding, project development, operation and cooperation with clients
0-5 years of experience
- Planned, coordinated, and executed an internal audit of all network petty cash funds and change drawers across 7 hospitals and 80+ medical practices
- Create pro formas for various network departments
- Perform data analysis per departmental requests
- Post journal entries to general ledger
- Develop PivotTables and graphs for various projects
0-5 years of experience
- Assisted the Finance Department in dealing with accounts receivable and accounts payable, such as billing invoices, checking invoices, and preparing payments
- Cooperated with the accounting manager in preparing Tax Exemption for federal and government officers and materials for audits
- Helped the Sales Department with sales contract and inventory management
0-5 years of experience
- Worked in conjunction with Accounts Receivable and Accounts Payable
- Audited licensing contracts and created easy-to-read summary
- Performed countless V-lookups in multiple projects
0-5 years of experience
- Issued invoices and collected payments from students and partnering organizations
- Prepared financial statements and credentials to be audited
- Allocated resources in order to provide maximum efficiency
0-5 years of experience
- Tracked consultant’s monthly billable hours through Quickbooks.
- Created a Utilization Report to determine effective use of all consultants.
- Read and summarized hospital contracts for Nexera and Management Services.
- Presented a final project to the C-Suite at GNYHA, on the affects of the 2014 Healthcare Reform and the ways in which hospitals are responding, specifically around funding, mergers, and payment models.
0-5 years of experience
- Member of team tasked with implementing a merger with the Illinois Hospital Association
- Reviewed 36 business lines for merging companies to measure overlap
- Created a pricing forecast model in Excel for patient connectivity technology
- Provided metrics to customers after analyzing financial statements
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[Finance Intern]
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
