Financial Analyst-Intern

In this role at Planify Capital, you will be part of the finance team where you will support financial planning & analysis (FP&A), investment monitoring, reporting, and strategic decision-making. Your high-calibre contribution will be crucial, especially with the requirement of CFA Level III clearance.

**Key Responsibilities:** - Assist in preparing monthly & quarterly financial reports, dashboards, and presentations for senior management. - Build, update, and maintain financial models for forecasting, budgeting, and valuations. - Analyze business performance through variance analysis and prepare actionable insights. - Support investment/portfolio monitoring by evaluating key metrics and preparing investment memos/scorecards. - Collaborate with cross-functional teams to align on financial planning. - Help enhance reporting tools and processes through process improvements and automation. - Conduct ad hoc financial and market research and present findings. - Ensure adherence to internal controls and support audit activities. - Assist with employer branding and internal communications by preparing finance-related content.

**Required Qualifications & Skills:** - Cleared CFA Level III (or equivalent qualification) is mandatory. - Masters degree in Finance, Commerce, Economics, or equivalent; MBA/PG Diploma in Finance is a plus. - Proficiency in Microsoft Excel and PowerPoint. - Basic knowledge of financial modeling, valuations, budgeting, and forecasting. - Analytical mindset with good communication skills. - Self-motivated, detail-oriented, and able to manage multiple tasks. - Prior internship or project experience in finance is advantageous. - Familiarity with BI tools or SQL is a plus.

**Preferred Attributes:** - Interest in capital markets, investments, or corporate finance. - Proactive attitude towards process improvements and automation. - Team player with the ability to work independently. - Comfortable in a startup/scale-up environment.

In this internship role, you will receive a compensation of 10,000 and gain valuable experience in reporting, research, finance, budgeting, financial planning, and investment. In this role at Planify Capital, you will be part of the finance team where you will support financial planning & analysis (FP&A), investment monitoring, reporting, and strategic decision-making. Your high-calibre contribution will be crucial, especially with the requirement of CFA Level III clearance.

**Key Responsibilities:** - Assist in preparing monthly & quarterly financial reports, dashboards, and presentations for senior management. - Build, update, and maintain financial models for forecasting, budgeting, and valuations. - Analyze business performance through variance analysis and prepare actionable insights. - Support investment/portfolio monitoring by evaluating key metrics and preparing investment memos/scorecards. - Collaborate with cross-functional teams to align on financial planning. - Help enhance reporting tools and processes through process improvements and automation. - Conduct ad hoc financial and market research and present findings. - Ensure adherence to internal controls and support audit activities. - Assist with employer branding and internal communications by preparing finance-related content.

**Required Qualifications & Skills:** - Cleared CFA Level III (or equivalent qualification) is mandatory. - Masters degree in Finance, Commerce, Economics, or equivalent; MBA/PG Diploma in Finance is a plus. - Proficiency in Microsoft Excel and PowerPoint. - Basic knowledge of financial modeling, valuations, budgeting, and forecasting. - Analytical mindset with good communication skills. - Self-motivated, detail-oriented, and able to manage multiple tasks. - Prior internship or project experience in finance is advantageous. - Familiarity with BI tools or SQL is a plus.

**Preferred Attributes:** - Interest in capital markets, investments, or corporate finance. - Proactive attitude towards process improvements and automation. - Team player with the ability to work independently. - Comfortable in a startup/scale-up environment.

In this internship role, you will receive a compensation of 10,000 and gain valuable experience in reporting, research, finance, budgeting, financial planning, and investment.