Finance Data Analytics & Process Improvement Intern

Thinklance LLP; Fairfield (CA); On-site; USD 23,000 - 36,000; Part time

Benefits offered by this job

Premium benefits package

11-week paid internship

Paid holidays

401K matching

Paid time off

Vacation and sick time

Eleven paid holidays annually

Job summary

Thinklance LLP is offering a paid summer internship focused on data analysis and process improvement in the financial services space. Interns will review processes, map current workflows, and propose solutions while collaborating with team members across departments.

The program runs 11 weeks with mentorship, hands-on analytics, and exposure to tools like Power BI, Excel, and SharePoint. Prior coursework in finance, business, or data analytics is preferred and interns gain practical experience

Qualifications

• Current undergraduate student pursuing Finance, Business, Data Analytics, or a related field.
• Experience with data analysis and process mapping.
• Ability to examine information, identify patterns or pain points, and translate findings into practical solutions.
• Strong problem-solving, organization, communication, and collaboration skills.
• Comfort working with Excel and an interest in learning business systems and analytics tools.

Responsibilities

• Complete data analysis projects focused on pain points in financial professional and client service experiences.
• Review and map current process flows to identify inefficiencies, service gaps, and opportunities for improvement.
• Propose and, when appropriate, implement solutions that streamline processes and improve the team's use of data.
• Work within a collaborative project structure, taking ownership of assigned analysis while partnering with colleagues across teams.
• Use data from NetX, Wealthscape, Compass, TalkDesk, SharePoint, Excel, and Microsoft Copilot to review processes and develop insights.
• Use Power BI or other data analytics tools as needed to analyze and process relevant data sets.

Skills

Data analysis

Process mapping

Problem-solving

Organization

Communication

Collaboration

Excel

Analytics tools

Education

Undergraduate student in Finance/Business/Data Analytics

Tools

Power BI

Excel

SharePoint

TalkDesk

Wealthscape

Compass

NetX

Microsoft Copilot

Job description

Thinklance LLP is offering a paid summer internship focused on data analysis and process improvement in the financial services space. Interns will review processes, map current workflows, and propose solutions while collaborating with team members across departments.

The program runs 11 weeks with mentorship, hands-on analytics, and exposure to tools like Power BI, Excel, and SharePoint. Prior coursework in finance, business, or data analytics is preferred and interns gain practical experience