Intern-Financial Analyst

Duration

3 months (with possibility of conversion to full-time based on performance)

Purpose of the Role

As part of the finance team at Planify Capital, the intern will support financial planning & analysis (FP&A), investment monitoring, reporting, and strategic decision-making. Given the requirement of CFA Level III clearance, we expect a high calibre candidate who can contribute meaningfully from day one.

Key Responsibilities

• Assist in preparation of monthly & quarterly financial reports, dashboards and presentations for senior management.
• Build, update and maintain financial models (e.g., forecasting, budgeting, valuations) to support business units and investment decisions.
• Analyse business performance: variance analysis (actual vs budget/forecast), identify drivers, prepare commentary and actionable insights.
• Support investment/portfolio monitoring: evaluate key metrics, track performance, prepare investment memos/scorecards.
• Collaborate with cross-functional teams (operations, sales, risk, HR) to gather inputs and align on financial planning.
• Help with implementation and enhancement of reporting tools and processes—process improvements, automation in Excel / BI tools.
• Conduct ad-hoc financial and market research (industry trends, competitor benchmarking, regulatory changes) and present findings.
• Ensure adherence to internal controls, documentation of assumptions and model logic, support audit/tracking activities.
• Assist with employer-branding and internal communications by preparing finance-related content for stakeholder updates.

Required Qualifications & Skills

• Cleared CFA Level III (or equivalent qualification) — mandatory.
• Master's degree in Finance, Commerce, Economics or equivalent; MBA/PG Diploma in Finance is a plus.
• Strong proficiency in Microsoft Excel (pivot tables, advanced formulas, modelling) and ideally PowerPoint.
• Basic knowledge of financial modelling, valuations, budgeting & forecasting.
• Analytical mindset with ability to interpret complex data, identify trends, make actionable recommendations.
• Good written & verbal communication skills. Comfortable presenting to senior stakeholders.
• Self-motivated, detail-oriented, able to manage multiple tasks and deadlines in a fast-paced environment.
• Prior internship or project experience in finance, FP&A, investments or related domain is an advantage.
• Familiarity with BI tools (Power BI/Tableau) or SQL is a plus, though not mandatory.

Preferred Attributes

• Demonstrated interest in capital markets, investments, or corporate finance.
• Proactive attitude: identifies opportunities for process improvements, automation and reporting enhancements.
• Team player with collaborative approach, yet capable of working independently.
• Comfortable working in a startup/scale-up environment where roles are dynamic and evolving.

Key Performance Indicators (KPIs) for the Internship

• Accuracy and timeliness of monthly/quarterly financial reports.
• Quality and utility of financial models delivered (measured via stakeholder feedback).
• Number of actionable insights identified and implemented.
• Process improvement initiatives proposed and implemented (e.g., reducing manual effort, automating reports).
• Contribution to presentations/reports for senior leadership, and positive feedback from those stakeholders.
• Adherence to deadlines, error rates in analysis, and documentation completeness.

Stipend/Compensation

10,000