Financial Intern Resume Samples

A Financial Intern is an entry-level financial description working to learn the trade. Working for the financial team, these interns have a lot of work to disburse and such are included on the Financial Intern Resume as follows – assisting in developing financial budgets, managing daily cash flows, providing financial support to the various department, monitoring the accounting processes, learning the petty cash management process, working and assisting on financial modeling improvements, helping in strategic planning, assisting in cash flow management, preparing and presenting reports, developing the monthly capital report and preparing monthly sales and profit reports.

Those aspiring to take up this crucial career can enter as interns and climb up to reach senior-levels with these skills and abilities – financial expertise, excellent knowledge of financial analysis and accounting principles, fair financial and business acumen, and the passion to learn new things on daily basis. Successful resumes indicate fresh students or graduates from financial schools.

Financial Intern Resume example

Financial Intern Resume

Headline : Ability to manage multiple priorities and meet tight deadlines without compromising quality.

Skills : Audit Software, Financial Analysis.

Description :

    1. Created client portfolio reviews including performance reports, cash flow analysis, and asset allocation overviews.
    2. Organized and help develop contact management system. Phone calls/lunches with wholesalers discussing the product.
    3. Examined file materials to identify the primary subject matter and assign proper classification.
    4. Participated in event planning, prospect meetings, and team meetings.
    5. Played a key role in performing industry research on the bank's commercial portfolio.
    6. Conducted equity market research and prepared analysis for client presentations. 
    7. Recommended and implemented financial strategies in the wealth management group Maintained active relationships with clients.
    8. Assisted in mock investment proposals Generated recommendations for prospective clientele dealing with mutual funds, retirement.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Finance


Financial Intern II Resume

Headline : To obtain employment in the accounting field post-graduation. Working in the field of finance helps in the development and implementation of policies.

Skills : Analytical Skills, Accounting.

Description :

    1. Analyzed individual credit reports to advise clients regarding credit increase solutions.
    2. Coordinated client scheduling and monitored credit progress through MS Access database management.
    3. Assisted in finalizing credit increases by drafting letters to the credit bureaus.
    4. Prepared materials for finance classes offered by the organization to the outside community.
    5. Translated client applications and banking information materials from English to Spanish.
    6. Promoted credit union services to potential clients through Internet advertisements and community outreach resulting.
    7. Managed database of small business clients to update clients regarding promotions and new services on a daily basis.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Accounting


Financial Intern/Executive Resume

Headline : Seeking a position where can use be strong analytical abilities and organizational skills, to contribute to an organization's success.

Skills : Database Management, Finance.

Description :

    1. Assisted with Congressional Requests related to the Office of Field Operation's workforce.
    2. Composed and prepare E-mails to State Representatives for Budget calls for Grants to States Programs.
    3. Coordinated Budget Calls responses for the Grants to States Program.
    4. Analyzed, monitored, and reconcile and monitor budget transactions and other charges for correction for field offices budget.
    5. Provided assistance in the preparation of data for the end of the year reimbursable funding activities.
    6. Provided assistance in the analysis of various budget and financial reports, researches open obligation and reconciles charges.
    7. Performed various clerical duties such as maintaining records, extracting, sorting, numbering, batching, and filing.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Administration

Financial Intern I Resume

Objective : Result focused, goal oriented, and analytically inclined graduate, with sound knowledge & internship experience in research and data analysis, providing great support to staff.

Skills : Analytical Skills, Accounting.

Description :

    1. Gained familiarity with wealth management consulting methods, via assisting advisors.
    2. Researched companies to determine risks of investments to assist financial advisors in making final decisions.
    3. Maintained client accounts through first-rate customer service and meticulous communications.
    4. Completed litigation paperwork on class action lawsuits.
    5. Created pivot tables, spreadsheets and databases using Microsoft Excel and Access.
    6. Investigated, researched, and verified factual information with minimal supervision.
    7. Demonstrated excellent communication skills among various levels of Merrill Lynch employees and clients.
    8. Ensured that all their concerns were addressed on a timely basis and that all tasks were accomplished.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Economics

Financial Intern/Analyst Resume

Headline : Accomplished legal, compliance and regulatory risk professional with expertise in risk identification and mitigation within the insurance industry.

Skills : Structured Query Language, Decision Making Skills.

Description :

    1. Specialized in tax planning, investments, retirement planning, and insurances.
    2. Helped ran day to day operations, while interacting with existing and potential clients.
    3. Filled out financial paperwork and created reports for individual stocks.
    4. Conducted micro and macro analysis on companies to invest in.
    5. Added customer and prospective client information entries into Excel.
    6. Sought out potential new business clients through research.
    7. Submitted to the Academy of Accounting and Financial Studies Journal.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Finance

Financial Intern/Executive Resume

Headline : Financial Advocate with proven experience in wealth management, sales negotiation and planning, financial advising, relationship building, and client retention.

Skills : Technical Skills, Analytical Skills.

Description :

    1. Acquired and built business relationships by working with investment advisors, merchant services, wholesale banking, and payroll services.
    2. Conducted off-site events to bring in new businesses by profiling and providing all the necessary products and services to customers.
    3. Helped investors to create diversified investment portfolios with full transparency of fees and expenses.
    4. Conducted internal audits of financial statements and related interim and planning activities.
    5. Performed risk assessments, custody of assets, accounting for assets and investment management services.
    6. Worked on everyday analysis of the market, currency fluctuations, banking, and brokerage exposure.
    7. Acquired day to day training, increasing an understanding of the financial advisor's role.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business

Asst. Financial Intern Resume

Objective : Eager to apply financial internship experiences, mathematical background, analytical and computational skills to a full-time position in financial and consulting industries.

Skills : Financial Modeling, Financial Analysis, Research.

Description :

    1. Created financial transparency within the organization to obtain federal grants.
    2. Created a budget and profit/loss statements.
    3. Organized and digitized financial documents dating back.
    4. Created financial statements of operations and a chart of accounts which are still in use.
    5. Communicated with superiors to design an approach that achieved our goals.
    6. Determined the financial needs of the urban agriculture and English language divisions.
    7. Created an all-encompassing financial document to address their needs.
    8. Taught Latino immigrants how to attain personal financial literacy.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
Finance

Financial Intern/Director Resume

Headline : An administrative professional with experience in contract administration, operations management and customer service.

Skills : Analytical Skills, Management.

Description :

    1. Responsible for supported and coordinated with Financial Consultants.
    2. Maintained staff overtime reports and month-end reports under minimal supervision.
    3. Prepared monthly Journal Entries and Financial Statistics Reports.
    4. Assisted in developing Resource/Expense Reports.
    5. Recognized by Team as a reliable and dedicated team player.
    6. Assisted the group in a responsible manner. Actively involved Budget forecasting activities.
    7. Completed Care Plus Next Generation (C+NG) validation project where was given a time-frame to complete.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BBA

Asst. Financial Intern Resume

Headline : Able to effectively identify, develop, and execute strategies to boost productivity Hard working, detail oriented, accountable, and resourceful in the completions of projects.

Skills : Financial Analysis, SQL, Tax Memorandum Writing.

Description :

    1. Monthly prepared bank reconciliations and reconcile balance sheet accounts Execute journal entries.
    2. Prepared business personal property tax returns.
    3. Created spreadsheets to analyzed complex data, discover patterns and display it simply.
    4. Organized and maintained financial and employee documentation in preparation for audits.
    5. Created templates and instruction manuals to aid in training new hires.
    6. Prepared invoices to bill state departments of transportation.
    7. Reviewed and updated budget reports, revenue and cost forecasts, and margin estimates.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Accountancy

Financial Intern Resume

Objective : To obtain a challenging position that will grant the opportunity for growth and development to utilize knowledge and skills in accounting and business management.

Skills : Decision Making Skills, Technical Skills.

Description :

    1. Completed research and reviewed highly detailed documentation for home loans.
    2. Partnered with cross-functional teams to complete projects in a timely manner.
    3. Entrusted to analyze and process reports for Executive Management.
    4. Resolved escalated / complex customer service issues.
    5. Trained and coached new staff on best practices.
    6. Up-sold customers by listening and offering solutions to meet their needs.
    7. Assisted with new marketing strategies/ideas.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Finance