Finance Intern at Direct Supply in Milwaukee, WI

Summary: Direct Supply is building the future of healthcare technology with industry-leading products, solutions and platforms to help improve the lives of millions of seniors and those who care for them. In the Finance & Accounting Intern position, you’ll prepare monthly reporting packages, develop and analyze reports for strategic initiatives, and assist with Power BI migration. Responsibilities: - Assist in financial planning and analysis, including the preparation of monthly reporting packages for finance and business leadership - Develop and analyze reports to support strategic initiatives, focusing on forecasting and forward-looking insights - Support the migration to Power BI, utilizing existing frameworks and data models to automate Excel-based reporting - Collaborate and assist in daily finance and accounting activities to support team members - Present project outcomes and insights to the team and leadership Required Qualifications: - Currently enrolled in a bachelor's degree program in finance, accounting, business analytics or related business field with a graduation date of 2026 or later - Ability to work year-round including part time (15-25 hours) during the school year and full time (40 hours) during the summer - Demonstrated proficiency in Microsoft Excel, including the use of advanced formulas and data analysis techniques - Delivers Results - Seizes new opportunities and tackles challenges head-on with urgency. Takes initiative and consistently hits goals. Zeroes in on key priorities for results. Drives progress through uncertainty and moves others to action - Communicates Effectively - Excels in both small and large group interactions. Captures attention, actively listens, and guides discussions towards targeted goals - Solves Problems - Uses technology and sharp logic to craft inventive solutions to complex issues, digging deep to tackle root causes. Conducts impartial analysis, leaving no stone unturned for comprehensive insights Preferred Qualifications: - GPA of 3.3 or higher - Previous experience in finance, quantitative business analysis, statistics, or analytics in other internships, extracurriculars, or hobbies - Experience using Query languages and BI Platforms (SQL, Power BI, etc.) Required Skills: Microsoft Excel, Advanced Excel Formulas, Data Analysis, Financial Planning, Analysis, Forecasting, Power BI, SQL, Business Analytics, Quantitative Business Analysis, Statistics, Results Orientation Benefits: Generous benefit package available.