Financial Analyst Intern

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

Are you a student looking to make extra money this summer while gaining valuable work experience? Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. Our internship program offers practical corporate work experience that could lead to full-time work after graduation. We are seeking students going into their senior year, graduating in the spring of 2027.

The shift is from 9 am to 5 pm, 40 hours per week, starting in June and ending in August. This will be onsite 5 days a week in Lake Mary, FL andpays $21 per hour.

The Financial Analyst Intern will support the Financial Services Team with preparing plan design proposals and financial analyses involving the funding of non-qualified executive benefit programs. This internship is designed to provide hands-on exposure to financial analysis while developing strong analytical, technical and professional skills.

Section 2: Job Functions, Essential Duties and Responsibilities

• Works closely with Senior Financial Analysts and Financial Service Directors to assist with financial modeling and forecasting of non-qualified benefit plans, including, but not limited to deferred compensation and supplemental executive retirement plans.
• Prepares ad-hoc financial analyses to support the business and operational efficiencies.
• Assists in data collection, validation and reconciliation from multiple sources.
• Participates in special projects to enhance productivity/efficiency and our suite of non-qualified services and reporting.
• Helps to develop dashboards and reports for management.
• Responsible for protecting, securing, and proper handling of all confidential data held by Newport to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
• At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always®. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in actions on a day-to-day basis showing support of our organizational culture.

Supervision

• N/A

Section 3: Experience, Skills, Knowledge Requirements

• Currently pursuing a Bachelor's degree in Finance, Economics, or Mathematics
• Proficient in use of Microsoft Excel (pivot tables, formulas, basic modeling)
• Strong analytical and problem-solving skills; detail-oriented
• Strong written and oral communication skills
• Strong organizational skills
• Highly motivated
• Ability to collaborate with others and adapt to change
• Ability to work on multiple projects concurrently and adjust to change in priorities
• Ability to work under pressure in a fast-paced environment
• Provides regular, reliable and punctual attendance
• TRAVEL : 0%.
• OTHER DUTIES : Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically , it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.


For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").