Finance interns are responsible for gathering the necessary information to prepare financial statements. Duties include identifying transaction values, auditing transactions, preparing reports for management, and providing support to management. The top skills for this position are accounting, finance, customer service, Microsoft Office Suite (especially Excel), and problem-solving. The minimum educational requirement for this position is a bachelor’s degree in finance, accounting, or business administration.
The Best Finance Intern Resume Samples
These are some examples of accomplishments we have handpicked from real Finance Intern resumes for your reference.
- Assisted the manager to sell fixed-income products and contact with clients.
- Managed the client system and made daily data record.
- Assisted to handle securities margin trading for customers, assessing their 18-month records of regular accounts and capital scale, and crediting them.
- Tracked and analyzed the company’s economic status; advised management on long-term strategies for expansion and development.
- Ran financial reports for the company president, analyzed the data and made recommendations for a new banking model.
- Conducted financial reconciliations using income and expense reports for two separate branches.
- Facilitated month-end financial reports, closing, and grant management processes.
- Managed databases pertaining to donors and volunteers.
- Contributed to new business development projects, performed due diligence evaluations of proposals, and recommended loans for approval.
- Resolved a $125 million dollar mortgage dispute by negating errors in accounting methodology in bank records.
- Reconciled industrial loan payments, long-term bills, and utility payments for more than 100 organizations.
- Utilized Excel to perform analysis on recycling and waste data of 3,000 households, presented visual research results to the management regarding budget optimization of the new sustainable development project.
- Closely collaborated across departments regarding financial analysis and technical development projects.
- Commended by the advisor as to continue recruiting similar roles from my school in coming years.
- Developed negative cash flow issues into positive long-term profitability by initiating a $15 million dollar investment program; monitored monthly progress of investments.
- Financial analysis, revenue forecasting, monthly and quarterly projections, client communication.
- Report of monthly and quarterly projections and revenue to upper management.
- Assist with annual budgets, financial data gathering and processing, research, and analysis.
- Reviewed and analyzed data related to short-term, mid-term, and long-term investment strategies.
- Conveyed the financial market research to colleagues, using both written and oral presentations.
- Analyzed data for retail banking products and created margin and balance analyses.
- Created chart analysis of net income for each product to demonstrate variance and prepared presentation slides.
- Calculated data and created a bridge chart to analyze the change in revenue, deposits, and cost over time.
- Used data from the planning model template to create chart analysis for stress test presentation.
- Performed complete due diligence on real estate acquisition opportunities that met bank criteria for asset disposition.
- Assisted in the management of production units by invoicing the production cost and sales for reimbursements.
- Entered payments/checks received from vendors and employees into QuickBooks and applied them to the appropriate invoice to report in a timely manner.
- Reconciled bank statements, Accounts Receivables, and Accounts Payables to ensure accuracy in the financial statement.
- Provided assistance with General Ledger, posting journal entries to keep track of the financial transactions.
- Presented recommendations for cost-effective methods of eliminating collateral forfeiture risks resulting from unsecured intercompany loans.
- Handled more than 50 accounts through mileage estimation, price calculation, and drivers assignment.
- Negotiated with transportation brokers to adjust the price and wait time, and saved over $1000 monthly.
- Assisted with financial processes such as billing, payroll, and financial statements through QuickBook.
- Conducted organizational effectiveness analysis by measuring factors such as employee morale and retention, the value of existing business relationships, outside contracting opportunities, etc.; compiled effective solutions with monetary estimates.
- Analyze profit and loss statements and budget margins to determine that the company is in a profitable position.
- Significantly improved the availability of related data through the development of more than 20 Excel models to measure and analyze financial and operational information.
- Made significant contribution to the accounts receivable analysis and reduction of credit period from 25 days to 11 days in the following month.
- Rendered a high level of assistance to a 5-person team responsible for completing the financial statement projection of fixed assets and accounts receivable.
- Minimized fees and unsystematic risk while adding alpha for customers through the creation of strategic quantitative models to clients.
- Contributed to business development by ensuring the accuracy of financial data; created a more efficient accounting system.
- Independently created 6 company financial reports and 12 fund program reports.
- Assisted teammates incorrect and completed investment contracts.
- Participated in non-standard funds operation process, from project evaluation to dissolution.
- Assessed and monitored financial performance with existing customer base; carefully analyzed response time and success rates for clientele.
- Preparing daily and weekly reports, and assisting with month-end financial reports.
- Receiving daily funding reports, and weekly reports from third-party insurers, then posting journal entries accordingly with the company’s accounting software on a daily basis.
- Assisting with bank reconciliation on a daily basis to ensure that payments are received and accounted for.
- Achieved outstanding customer service award for excellent relationship building, customer satisfaction, patience, knowledge of cultural differences in the market, problem-solving abilities during telephone calls with customers.
- Issued excellent reference letters for credit approval based on personal experience with the credit history of business partners.
- Maintain monthly AR reports of 60+ clients, analyze AP and AR performance to keep sufficient and healthy cash flow.
- Make a timely and accurate record of AP to the vendor in Japan for 40+ different kinds of medical supplies, track installment for each order, and measure the foreign exchange risk.
- Closely monitor clients’ credit and participate in client engagements on a daily base, working collaboratively with the sales department to develop a business relationship.
- Assisted in creating the monthly income, expense, and cash flow statement for the $5 million organization.
- Led a budget analysis of $3 million for the yearly allocation plan, analyzing items such as insurance, taxes, salaries, and benefits.
- Learned to use and become familiar with AS 400 main accounting system to assist in adding data entries, balancing existing entries, producing checks, and setting up new vendors.
- Worked on financial projections and plans for the development of two new retail stores to add on to the already existing nine retail stores and three warehouses.
- Assisted in daily bill coding, balancing accounts and expense reports for top designers and buyers of up to $65,000, and monthly closings for each store.
- Suggested budget solutions for an organization with a severe cash flow problem.
- Progressed from level I to level II in understanding consumer credit information systems after one month of hands-on instruction from upper management.
How to Become a Successful Finance Intern?
- An education in accounting or business is key to any job in the finance field, but what level it will be required at varies a great deal by the company. Typically an associate’s will give you the basics for an internship, but a bachelor’s will typically make you more prepared and allow you to go further.
- Your interview will be the first step to getting your internship, so you will want to do everything in your power to make sure that you prepare for it in advance. You will want to be well dressed, well-spoken, and knowledgeable about the company you are applying to so that you are the best option.
- Upon being hired you will typically begin by working on a team with a more experienced financial officer as your supervisor, and they will be the one training you as well as the person you report to. Treating them with respect is key to establishing a good relationship with them going forward.
Standing out will be much easier if you put in the extra work to be reliable and well organized, as finance documents are critically important but also very private, so you never want to lose them. This will establish you as a reliable choice for a permanent hire who will go on to advance in the company of your choice.
All companies, no matter what they sell or how they do their business, run on their budget and their resulting profits to be successful, but keeping track of this can be a great ordeal. A finance intern is a trained individual just starting out in the field who works to make sure that the company keeps all of its finances accounting for and out of debt.
Hope these samples gave you an idea of what your resume should look like and some tips on how to make sure that your resume stands out from the rest.