Student, Financial Analysis (8-month term starting Winter 27)
Core
Support finance organizational goals by preparing monthly management reporting, analyzing sales/operations/financial data for variances, and assisting with new finance reporting tools.
Role type
Student financial analyst (co-op)
Builds
Monthly management reports, financial analysis outputs, new finance reporting tools
Domain
Financial services / Mutual funds
Deliverable
dashboards & analysis
Required skills
Financial analysis, financial terms and ratios, project management, Microsoft Office (Excel, PowerPoint), data compilation
Preferred skills
Advanced Excel (Macros, VBA), Microsoft Access
Responsibilities
Compile financial and operation data for monthly reporting, analyze key variances and trends in sales/operations/financial data, assist in development and testing of new finance reporting tools, participate in research projects on the mutual fund industry
Seniority
Student, co-op term