Financial Planning & Analysis Internship

Job Description

About the Role: Financial Planning & Analysis Internship

At Equitable, our mission is to help clients secure their financial well-being, enabling them to pursue long and fulfilling lives – a commitment we’ve upheld since 1859.

This Financial Planning & Analysis internship offers a comprehensive experience, involving the coordination and preparation of consolidated management reporting for Enterprise Management and Finance Leadership. Interns will gain significant exposure to management, with unique opportunities to deliver presentations directly to the CFO and other Finance leaders. Key responsibilities include assisting in financial modeling, analyzing variances, conducting strategic analysis of the competitive environment, performing in-depth research, collaborating on process optimization, supporting automation initiatives, and contributing to various ad hoc requests.

What You’ll Be Doing

• Coordination and preparation of consolidated management reporting for Enterprise Management and Finance Leadership.
• Exposure to management with opportunities to deliver clear, cohesive, compelling presentations to the CFO and Finance leadership.
• Assist in financial modeling and analysis of variances between actuals and projections. Build analytics and reports to enhance understanding of business drivers and improve forecasting.
• Perform strategic analysis on the competitive environment and help establish benchmarks against peers.
• Conduct in-depth research to inform key strategic initiatives.
• Collaborate with various functional areas on process optimization opportunities.
• Support the team in the implementation of automation projects.
• Actively contribute to various ad hoc requests as needed.
• Assist in the promotion of team engagement and a collaborative work environment.

Internship Details

• Dates: A nine-week program commencing in early June 2026.
• Hourly Rate: $22/hour.
• Location: New York, NY or Charlotte, NC.
• Work Environment: This position offers a hybrid work schedule, requiring an on-site presence of 3 days per week to combine flexibility with team collaboration.

What You’ll Bring

• Academic Standing: Rising senior preferred (Class of 2027).
• Data Analysis: Comfortable with and experienced in financial/quantitative data analysis.
• Communication: Ability to synthesize complex data to formulate clear and concise executive messages for internal audiences.
• Execution: Ability to deliver results in a fast-paced environment, manage multiple projects, solve problems, and think strategically/critically.
• Proactivity & Adaptability: Pro-active, comfortable working in an often-ambiguous environment, with the ability to quickly pivot between tasks and priorities.
• Interpersonal Skills: High level of comfort and ease interacting with all levels of the organization.
• Organizational Skills: Organized with strong attention to detail.
• Integrity: Uncompromising integrity and ability to maintain strict confidentiality.

Competencies and Skills

• Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with a high level of precision.
• Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, projects, groups, or activities, making effective judgments as to prioritizing and time allocation.
• Adapts and Learns: Actively learns and adapts through experimentation when tackling new problems and situations, using both successes and failures to develop and learn.

About Equitable

At Equitable, we are a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.

Equal Employment Opportunity

Equitable is committed to providing equal employment opportunities to our employees, applicants, and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information, or any other class protected by federal, state, and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.

Location & Schedule

• Primary Location: UNITED STATES-NC-Charlotte
• Other Locations: UNITED STATES-NY-New York
• Organization: Equitable
• Schedule: Full-time