FP&A Intern: Data-Driven Finance & Planning

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

As a Financial Planning & Analysis Intern, you will support the Finance team with financial reporting, data organization, and planning system implementation efforts. This role is ideal for a detail-oriented student interested in gaining hands-on experience in financial planning and analysis, business operations, and enterprise planning tools within a growing wealth management firm.

Duties and Responsibilities
• Support data validation, reconciliation, and cleanup efforts to ensure accuracy and consistency across financial and operational reporting.
• Assist with file migration, documentation, and organization of FP&A reports, templates, and supporting materials.
• Format and maintain financial reports, planning templates, and presentation materials.
• Assist with the implementation of Workday Adaptive Planning, including data preparation, testing, documentation, and template review.
• Help maintain reporting schedules, trackers, and process documentation.
• Partner with FP&A team members to support ad hoc analysis and special projects.
• Identify opportunities to improve organization, consistency, and efficiency within FP&A processes.
• Maintain confidentiality when working with financial, operational, and sensitive business information.
• Currently enrolled in a BA/BS program; preference given to rising juniors and seniors.
• Preferred areas of study include Finance, Accounting, Economics, Business Administration, Data Analytics, or a related field.
• Strong Excel skills preferred; experience with financial models, pivot tables, formulas, or data validation is a plus.
• Interest in financial planning and analysis, corporate finance, reporting, or business analytics.
• Excellent written and verbal communication skills.
• Strong client-service orientation and interpersonal skills.
• Ability to maintain strict confidentiality and handle sensitive information appropriately.
• High level of accuracy and strong attention to detail.
• Ability to manage multiple responsibilities and meet competing deadlines.
• Professional demeanor and strong sense of accountability.
• Willingness to learn new systems and tools #J-18808-Ljbffr