Analyst Intern, Finance & Operations at Fortis Fire &… · Schaumburg

Summary: Fortis Fire & Safety is a leading provider of fire protection and security services across the United States. They are seeking a motivated Analyst Intern to support Finance and Operations initiatives, providing hands-on experience in financial analysis, operational efficiency, and business communication skills. Responsibilities: - Build and maintain Excel-based analytical tools, models, and dashboards that support budgeting, forecasting, KPI tracking, job costing, service profitability, and operational reporting across Fortis business units - Partner with Finance on month-end and ad hoc analysis including revenue and margin variance, labor productivity, overtime trends, gross margin by service line (inspection, service, installation, monitoring, alarm, sprinkler, suppression), and working capital metrics - Support Operations leadership in identifying efficiencies by analyzing technician utilization, route density, first-time-fix rates, inspection completion, backlog, and truck/inventory turnover — then translating findings into recommendations that field leaders can act on - Gather, clean, and reconcile data from multiple source systems (ERP, field service management, CRM, timekeeping, and legacy platforms inherited from acquired companies) to create a single, trusted view of performance - Assist with integration workstreams for newly acquired branches, including mapping charts of accounts, standardizing KPIs, and helping migrate reporting into the Fortis framework - Develop clear deliverables for leadership — one-page memos, executive dashboards, and concise PowerPoint summaries that tell the story behind the numbers - Document processes and build repeatable templates to be utilized across branches - Participate in cross-functional meetings with Finance, Operations, IT, and branch leadership, and present findings and recommendations directly to managers and, where appropriate, executive leadership Required Qualifications: - Currently enrolled in a bachelor's program in Finance, Accounting, Economics, Business Analytics, Industrial Engineering, Mathematics, or a closely related discipline - Minimum GPA of 3.5 or equivalent academic standing - Strong Excel skills - comfortable with pivot tables, XLOOKUP/INDEX-MATCH, SUMIFS, conditional formatting, and basic modeling best practices (clean inputs, readable outputs, no hard-coded formulas in calculation cells) - Solid grounding in financial statements and core accounting concepts; able to read a P&L and understand how operational decisions flow through to margin - Strong analytical and problem-solving skills with clear written and verbal communication - High attention to detail, intellectual curiosity, and the drive to understand not just what the data shows, but why - Self-motivated, organized, and comfortable managing multiple workstreams with limited supervision in a fast-paced, PE-backed environment Preferred Qualifications: - Exposure to Power Query, Power BI, Tableau, or SQL - Familiarity with financial modeling (three-statement, operating, or driver-based models) - Prior internship experience in FP&A, consulting, investment banking, private equity, corporate development, operations, or a field-services/industrial/construction business - Interest in private equity value creation, operational improvement, M&A integration, or the built-environment services sector (fire protection, life safety, security, HVAC, mechanical, or electrical) - Experience working with ERP or field service management platforms such as Sage Intacct, NetSuite, Microsoft Dynamics, ServiceTrade, BuildOps, or similar Required Skills: Excel, Financial statements, Accounting concepts, Financial modeling, Power Query, Power BI, Tableau, SQL, ERP systems, Field service management platforms, Analytical skills, Intellectual curiosity Benefits: Paid vacation and sick time, Company Paid Holidays, Additional paid time off for life events (e.g., jury duty, bereavement), Competitive compensation, 401(k) retirement plan with competitive company match, Medical, Dental, and Vision insurance, Short-term/Long-term disability insurance, Life Insurance, Career Advancement Opportunities and more!