The 10-week, paid internship program is an opportunity to expand your knowledge of financial systems strategy. This role will support our ongoing financial transformation program aimed at enhancing our financial operations by leveraging technology and automation across ERP, FP&A, HRMS, AP, and CRM systems. The ideal candidate will work closely with the Senior Finance Transformation lead and others in the finance and IT department, assisting in data collection, data analysis, and the creation of draft reports and presentations using Microsoft Excel and PowerPoint.

 

This role will be based in New York, NY with frequent travel to New Hyde Park, NY.

  

For full consideration in the process, we ask that you submit your application by November 17, 2024. 

·         Assist in gathering financial and operational data from various sources

·         Perform data analysis to identify trends, discrepancies, and opportunities for process improvement

·         Create and maintain accurate records of data sources, analysis methodologies, and findings

·         Develop draft reports and presentations in Microsoft Excel and PowerPoint to summarize findings

·         Assist in mapping current financial processes and identifying gaps and areas for consolidation.

·         Support the finance transformation team across additional ad hoc projects

 

·         Current students enrolled in an undergraduate program, graduating between Winter 2025 – Summer 2026

·         Pursuing a degree in Finance, Accounting, Business Administration or a related field

·         Proficiency in Microsoft Excel, including experience with formulas, pivot tables and data visualization

·         Proficiency in Microsoft PowerPoint with the ability to create clear and professional presentations

·         Demonstrated track record of academic success and/or professional pursuits

·         High degree of personal and professional maturity

·         Excellent interpersonal and communication skills

·         Strong organizational and prioritization skills

·         Intellectual curiosity and confidence to take initiative

·         Exceptional work ethic and a deep sense of accountability

·         Ability to work well independently and as part of a team

·         Interest in wealth management

As a fast-growing company in the wealth management industry, Focus is the leading partnership of independent fiduciary wealth management firms in the country. Focus acquires and owns growth-oriented and client-centric wealth management firms, challenging the traditional broker/dealer and banking models.

 

Focus has a highly differentiated and successful business model. Since its inception in January 2006, it has completed over 290 M&A transactions and large-scale wirehouse lift-outs, making it the largest investor in the Registered Investment Advisor (“RIA”) space. Partner Firms get access not only to capital for growth but also to resources that assist in succession planning, talent management, marketing, pricing, compliance, operations, technology, vendor management and, most importantly, acquisitions of other RIAs.

 

Focus’s robust business model has resulted in phenomenal growth in the last 15+ years, and today they have over 85 Partner Firms. Its profitability, capital structure and resources allow it to sustain and expand a leadership position in the industry.

 

The base pay for this role is $20/hour.