Finance Intern – Financial Analysis

Job Description

Finance Intern | Aspida

The Tone:
This is a summer 2027 internship at Aspida, located in Durham, NC, requiring a hybrid work schedule of three days onsite. Aspida is a tech-driven and nimble insurance carrier, supported by Ares Management Corporation, a leading global alternative asset manager. The company is dedicated to offering simple, secure retirement solutions and annuity products with speed and precision, aiming to protect the dreams of partners, producers, and clients. Through an elegant and intuitive digital platform, Aspida provides a suite of products focused on stable retirement solutions with attractive features and downside protection. This role is integral to supporting various finance functions, offering an opportunity to contribute to high-impact projects within a culture that values collaboration, innovation, and an entrepreneurial spirit, guided by the tenets: Get $#!+ Done, Do It with Moxie, and Have Fun.

The TL;DR
• Role: Internship
• Type: Full-time hours, 9-week summer program
• Location: Hybrid Durham, NC

• Team: Part of the finance department, specifically within Tax, Strategy, Controllership, or FP&A, with exposure to other functions.
• Mission: To contribute to the diverse financial operations of Aspida by supporting areas such as Tax, Strategy, Controllership, or FP&A, while gaining exposure to high-impact projects and ensuring the accuracy and compliance of financial data.
• Tech Stack: SAP, Oracle, QuickBooks (examples for ERP systems mentioned)

What You’ll Actually Do
• Budgeting and Forecasting: Help prepare and review budgets and forecasts, and support variance analysis by comparing actual versus budgeted numbers.
• Account Reconciliation: Assist in reconciling bank statements, accounts payable/receivable, and general ledger entries, identifying discrepancies, and reporting findings to senior finance staff.
• Financial Reporting: Help prepare monthly, quarterly, and annual financial reports, supporting the team in ensuring accuracy and compliance with company policies.
• Invoice Processing & Expense Tracking: Assist with reviewing and processing vendor invoices and employee expense reports, ensuring documentation accuracy and compliance with internal policies.
• Market and Competitor Research: Conduct basic financial research on market trends, competitors, or investment opportunities, summarizing findings and presenting them to supervisors or team leads.

The Must-Haves
• Background: Actively working towards a Bachelor’s degree in Finance or Accounting.
• Experience: Candidates should be pursuing a relevant bachelor’s degree for a Summer 2027 internship program.
• Skills: Possess analytical, problem-solving, and organizational skills. Demonstrate proficiency in Microsoft Word, Excel, and Access applications, along with clear and concise verbal and written communication abilities.
• Bonus: