Financial Planning and Analysis Intern

Job Description

Financial Planning and Analysis Intern | Direct Supply

The Tone:
This is a Financial Planning and Analysis Internship at Direct Supply, located in Milwaukee, WI, with a split full-time/part-time schedule. Direct Supply, a 1,486-person organization, is dedicated to building the future of healthcare technology through industry-leading products and solutions designed to improve the lives of seniors and their caregivers. This role is crucial for enhancing financial reporting, forecasting, and business insights, directly supporting informed decision-making across the company.

The TL;DR
• Role: Internship
• Type: Full-time during summer (~40 hours/week) and part-time during school year (~15–20 hours/week)
• Location: In-person Milwaukee, WI

• Mission: To improve financial reporting, forecasting, and business insights by identifying trends, streamlining processes, and supporting informed business decisions.
• Tech Stack: Power BI, AI tools, ChatGPT, Microsoft Copilot, Databricks, SQL, Python, Microsoft Excel

What You’ll Actually Do
• Reporting: Prepare monthly financial reporting packages for Finance and business leaders to assess performance.
• Analysis: Analyze financial and operational results to pinpoint trends, identify key business drivers, and support forward-looking analyses and forecasting.
• Automation: Help automate recurring financial reporting using Power BI and AI tools to reduce manual efforts and enhance business visibility.
• Collaboration: Partner with Finance and business stakeholders on ad hoc financial analyses, reporting requests, and process improvements.
• Communication: Communicate financial findings and recommendations clearly through presentations and data-driven storytelling.

The Must-Haves
• Background: Entry-Level. Sophomore or higher standing in a four-year undergraduate program, or enrollment in a graduate program, majoring in Finance, Accounting, Business Analytics, or a similar field.
• Experience: GPA of 3.3 or higher, with the ability to work full-time during the summer and part-time during the school year.
• Skills: Strong Microsoft Excel skills, including proficiency with formulas, pivot tables, data analysis, and basic financial modeling.
• Bonus: Experience or demonstrated interest in AI, analytics, automation, or data tools such as ChatGPT, Microsoft Copilot, Power BI, Databricks, SQL, or Python; personal projects, coursework, extracurricular activities, or prior internship experience related to finance, analytics, automation, or data.