Financial Analyst Intern at AmeriLife in Clearwater, FL

Summary: AmeriLife is a leader in the development, marketing, and distribution of insurance solutions for retirement planning. The Finance Intern will provide data and analysis on financial and operational metrics to support the finance team in sound decision-making and business management. Responsibilities: - Timely preparation and presentation of Weekly, Monthly and Quarterly reporting in addition to Ad-hoc projects - Facilitate the annual budgeting process by managing data collection, analyzing and validating the information, and communicating trends and drivers to operations leadership - Understand and analyze the Strategic Business Unit’s financial results (M/Q/Y vs. budget, PY) and clearly articulate themes, performance drivers, root cause of variances, and recommendations to enhance business performance when applicable - Apply financial and economic concepts including; financial modeling, economic analysis, profitability, earnings, balance sheet, financial ratios, KPIs, strategic analysis, and others - Coordinate monthly financial analysis presentations to operations leadership - Collaborate across functional departments to drive continuous improvements in reporting, budgeting, and analysis processes - Monitor operational statistics; report trends, variances, and issues and proactively notify the appropriate stakeholders - Demonstrate finance, accounting and general business etiquette while learning strategy, drivers, metrics and data elements of the organization and SBUs - Collaborate with peers and colleagues on ad-hoc special projects to assist management in understanding business performance/processes Required Qualifications: - Pursuing an Accounting/Finance or other business degree - Ability to work effectively with management and part of a team to meet targets - Strong attention to detail with internal controls - Excel skills – able to use tools and shortcuts to work efficiently and effectively across files - Knowledge of Accounting and Financial principles - Ability to effectively and proactively communicate with other departments - Independent and hard-working, with a positive outcomes focus and great integrity Preferred Qualifications: - Junior/Seniors Strongly Preferred - Data experience a plus but not required Required Skills: Excel skills, Accounting principles, Financial analysis Important Skills: Data analysis Nice-to-Have Skills: Independent work Benefits: PTO, Medical, Dental, Vision, Retirement savings, Disability insurance, Life insurance