Intern, Accounting & Finance (Financial Planning & Analysis) jobs in United States
cer-icon
Apply on Employer Site
company-logo

EquiTrust Life Insurance Company · 18 hours ago

Intern, Accounting & Finance (Financial Planning & Analysis)

EquiTrust Life Insurance Company is a national carrier of competitive, client-friendly annuity products. As an Intern in Financial Planning & Analysis, you will gain hands-on experience supporting financial planning and analysis activities while collaborating with experienced finance professionals.

Financial ServicesInsurance

Responsibilities

Assist with monthly financial analysis by gathering data, organizing inputs, and preparing preliminary variance observations with team guidance
Support forecast and planning updates by refreshing assumptions, schedules, and basic financial model components
Help refresh and validate Power BI dashboards by pulling data, running checks, and performing basic troubleshooting
Research and help resolve issues using problem-solving and analytical skills
Take on additional responsibilities as needed to support department and company objectives
Collaborate with team members while contributing to a positive, respectful, and inclusive work environment

Qualification

Microsoft ExcelFinancial analysisPower BICommunication skillsCritical thinkingProblem-solvingTime managementAttention to detailAdaptability

Required

High School Diploma or Equivalent
Rising junior or senior pursuing a degree related to accounting, finance, or a similar field
Coursework or academic experience relevant to accounting, finance, or financial analysis
Proficiency in Microsoft Excel
Strong written and verbal communication skills
Critical thinking and problem-solving abilities
Ability to manage time, prioritize tasks, and meet deadlines independently and as part of a team
Attention to detail and willingness to learn
Openness to feedback and adaptability in a professional environment
Commitment to working in a way that aligns with EquiTrust's core values of integrity, accountability, teamwork, leadership, and passion

Preferred

Internship or project-based experience is helpful but not required

Company

EquiTrust Life Insurance Company

twittertwitter
company-logo
When searching for a company that demonstrates integrity, strength and innovation – one that can help you meet your financial objectives – look no further.

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Dawn Gratzke
Executive Assistant to Chief Accounting Officer
linkedin
leader-logo
Ken Musick
Deputy Chief Investment Officer
linkedin
Company data provided by crunchbase