Job Description
Are you a driven finance student looking to launch your career in Silicon Valley? Apex Financial Partners is seeking a detail-oriented Financial Analyst Intern to join our dynamic team in San Jose, CA. We offer a unique opportunity to gain hands-on experience in financial modeling, market research, and strategic analysis within a fast-paced environment.
As an intern, you will work closely with senior analysts to support key business initiatives and contribute to high-impact projects. If you have a passion for numbers and a desire to learn from industry experts, we want to hear from you.
Responsibilities
- Assist in the preparation and analysis of monthly, quarterly, and annual financial reports and presentations.
- Conduct in-depth market research and competitive analysis to support strategic decision-making.
- Develop and maintain financial models to forecast revenue, expenses, and profitability.
- Collaborate with the accounting team to reconcile general ledger accounts and ensure data accuracy.
- Prepare investment memos and briefing materials for internal stakeholders and clients.
- Monitor key performance indicators (KPIs) and identify trends or anomalies in financial data.
- Support the finance department in budgeting processes and variance analysis.
Qualifications
- Currently pursuing a Bachelor’s or Master’s degree in Finance, Accounting, Economics, or Business Administration.
- Strong understanding of financial statements, accounting principles, and financial modeling concepts.
- Proficient in Microsoft Excel (VLOOKUP, Pivot Tables, Macros) and PowerPoint.
- Excellent analytical skills with a keen eye for detail and accuracy.
- Strong verbal and written communication skills, with the ability to present complex data clearly.
- Ability to work independently as well as part of a collaborative team in a fast-paced setting.
- Familiarity with financial software (SAP, Oracle, or QuickBooks) is a plus.