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Equitable · 9 hours ago

2026 Summer Intern - Financial Planning & Analysis

Charlotte, NC

Internship

Hybrid

Intern

$22/hr - $22/hr

Start in 2026 Summer

Equitable is a company committed to helping clients secure their financial well-being. The internship involves coordination of management reporting, financial analysis, and collaboration on process optimization while providing exposure to senior management.

BankingConsultingFinancial Services

H1B Sponsor Likely

Responsibilities

Coordination and preparation of consolidated management reporting for Enterprise Management and Finance Leadership

Exposure to management with opportunity to deliver clear, cohesive, compelling presentations to the CFO and Finance leadership

Assist in financial modelling, and analysis of variances between actuals and projections. Build analytics and reports to enhance understanding of business drivers and improve forecasting

Perform strategic analysis on competitive environment and help establish benchmark of peers

Conduct in-depth research to inform key strategic initiatives

Collaborate with various functional areas on process optimization opportunities

Support the team in the implementation of automation

Active contributor in various ad hoc requests

Assist in promotion of team engagement

Qualification

Financial modelingData analysisPresentation skillsProcess optimizationStrategic analysisInterpersonal skillsAttention to detailProblem-solvingAdaptability

Required

Rising senior preferred (class of 2027)

Comfortable with and experience in financial/quantitative data analysis

Ability to synthesize data to formulate clear and concise executive messages to internal audiences from complex topics

Ability to deliver results in a fast-paced environment, manage multiple projects, solve problems and think strategically/critically

Pro-active, good comfort level with working in an often-ambiguous environment, ability to quickly pivot from one to another

Interpersonal skills and high level of comfort/ease to interact with all levels of the organization

Organized with attention to detail

Uncompromising integrity and ability to maintain strict confidentiality

Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high level of precision

Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, project, groups or activities, making effective judgments as to prioritizing and time allocation

Adapts and learns: Actively learns and adapts through experimentation when tackling new problems and situations, using both successes and failures to develop and learn

Benefits

Comprehensive compensation and benefits to support overall well-being

Flexibility

A culture of collaboration and teamwork

Company

Equitable

Glassdoor3.6

Equitable provides consulting services to secure the financial well-being and retirement strategies for individuals and families.

Founded in 1859

New York, New York, USA

5001-10000 employees

https://equitable.com/

H1B Sponsorship

Equitable has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (31)

2024 (18)

2023 (26)

2022 (37)

2021 (20)

2020 (12)