2027 Summer Business Accounting & Advisory Internship
Core
Summer internship assisting account leads with accounting processes, financial statement preparation, and client presentations for a registered investment advisory.
Role type
Summer Business Accounting & Advisory Intern
Builds
Financial planning projects and client presentation materials
Domain
Financial Services / Registered Investment Advisory (RIA)
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Accounting process knowledge, Microsoft Office proficiency, Financial statement preparation, Journal entry processing, AR/AP batch processing, Client presentation support
Responsibilities
Assist with batch accounting in AR and AP, Process and post transactions and journal entries, Prepare and analyze financial statements, Shadow and participate in client presentations, Collaborate on financial planning projects
Seniority
Intern
