Financial Planning Administrator managing specialised administration support/services and client relationships at Progeny. Ideal for someone with 2+ years in financial services, offering growth opportunities.
About the role
- Finance Intern supporting financial reporting, capital expenditure tracking, and dynamic financial modeling. Collaborating with cross-functional teams in a hands-on corporate environment.
Responsibilities
- Gain hands‑on experience with month‑end close activities and financial reporting
- Gain knowledge of commercial trial balance
- Support quarterly budgeting and forecasting processes
- Build and refine dynamic financial models in Excel
- Assist with capital expenditure tracking, analysis, and reporting
- Partner cross‑functionally with teams such as Sales, IT, and Operations
- Contribute to special projects, including ad‑hoc analysis and reporting
Requirements
- College/University students enrolled in a Bachelor’s degree program, Accounting or Finance majors, with 0-2 years of work experience
- Proficiency in MS Office Suite applications. Finance internship will require strength in MS Excel
- Comfortable working with large sets of data
- An interest and willingness to learn about the Mortgage, Real Estate, Financial, Title Insurance or related industries
- The ability to solve problems, be detailed oriented and be conscientious about all work completed
- An ingrained concern for the customer and representing our Company in the best professional manner as possible
- The potential to excel in the following competencies: Communication, Customer Focus, Ethics & Integrity, Teamwork & Adaptability, Productivity & Initiative
- Outstanding interpersonal skills
Benefits
- medical
- dental
- vision
- 401k
- PTO/paid sick leave
- employee stock purchase plan
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