Finance Intern

Aspida; United States; On-site; USD 25,000 - 30,000; Full time

Job summary

Aspida Financial Services, LLC offers a Summer 2027 Finance internship in Durham, NC. This 9-week program provides hands-on experience in budgeting, forecasting, reconciliation, and reporting within the finance team.

The role sits within the Finance department and offers exposure to Tax, Strategy, Controllership, or FP&A. You will be onsite 3 days a week and work with ERP systems like SAP, Oracle, or QuickBooks while developing essential analytics skills.

Qualifications

• Working toward a Bachelor’s degree in Finance or Accounting.
• Analytical, problem solving and organizational skills.
• Proficiency in Microsoft Word, Excel and Access applications.
• Clear and concise verbal and written communication skills.

Responsibilities

• Budgeting and Forecasting Support: Help in the preparation and review of budgets and forecasts.
• Account Reconciliation: Reconcile bank statements, accounts payable/receivable, and general ledger entries.
• Financial Reporting: Prepare monthly, quarterly, and annual reports and ensure accuracy.
• Invoice Processing & Expense Tracking: Review vendor invoices and expense reports; ensure accuracy.
• Market and Competitor Research: Conduct basic financial research and summarize findings.
• ERP/Finance System Data Entry: Enter data in SAP, Oracle, or QuickBooks.
• Ad Hoc Projects: Assist with cost-saving initiatives, financial modeling, or data cleanup.

Skills

Analytical

Problem solving

Organizational skills

Verbal communication

Written communication

Education

Bachelor’s degree in Finance or Accounting (in progress)

Tools

Microsoft Word

Excel

Access

Job description

Job Type

Internship

Description

Company Description

• Summer 2027 Internships*

Aspida is a tech-driven, nimble insurance carrier. Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple and secure retirement solutions and annuity products with speed and precision. More than that, we’re in the business of protecting dreams; those of our partners, our producers, and especially our clients. Our suite of products, available through our elegant and intuitive digital platform, focuses on secure, stable retirement solutions with attractive features and downside protection. A subsidiary of Ares Management Corporation (NYSE: ARES) acts as the dedicated investment manager, capital solutions and corporate development partner to Aspida. For more information, please visit www.aspida.com or follow them on LinkedIn.

Who We Are

Sometimes, a group of people come together and create something amazing. They don’t let egos get in the way. They don’t settle for the status quo, and they don’t complain when things get tough. Instead, they see a common vision for the future and each person makes an unspoken commitment to building that future together. That’s the culture, the moxie, and the story of Aspida.

Our business focuses on annuities and life insurance. At first, it might not sound flashy, but that’s why we’re doing things differently than everyone else in our industry. We’re dedicated to developing data-driven tech solutions, providing amazing customer experiences, and applying an entrepreneurial spirit to everything we do. Our work ethic is built on three main tenets: Get $#!+ Done, Do It with Moxie, and Have Fun. If this sounds like the place for you, read on, and then apply at aspida.com/careers.

What We Are Looking For

This position is will be within a certain area of the finance team from Tax, Strategy, Controllership, or FP&A. As a broader part of the finance department, this position will have the ability to gain exposure to other functions and high impact projects. This role is required to be onsite 3 days a week at our Durham, NC headquarters.

What You Will Do

Budgeting and Forecasting Support

• Help in the preparation and review of budgets and forecasts.
• Support variance analysis by comparing actuals vs. budgeted numbers.

Account Reconciliation

• Assist in reconciling bank statements, accounts payable/receivable, and general ledger entries.
• Identify discrepancies and report findings to senior finance staff.

Financial Reporting

• Help prepare monthly, quarterly, and annual financial reports.
• Support the team in ensuring accuracy and compliance with company policies.

Invoice Processing & Expense Tracking

• Assist with reviewing and processing vendor invoices and employee expense reports.
• Ensure documentation accuracy and compliance with internal policies.

Market and Competitor Research

• Conduct basic financial research on market trends, competitors, or investment opportunities.
• Summarize findings and present to supervisors or team leads.

ERP/Finance System Data Entry

• Enter and maintain data in financial software or enterprise resource planning (ERP) systems like SAP, Oracle, or QuickBooks.

Ad Hoc Projects

• Assist with special projects such as cost‑saving initiatives, financial modeling, or data cleanup efforts.

What We Provide

• Hourly
• Full-Time hours
• 9‑week summer program

What We Believe

At Aspida Financial Services, LLC, we are committed to creating a diverse and inclusive environment and are proud to be an equal opportunity employer. As such, Aspida does not and will not discriminate in employment and personnel practices on the basis of race, sex, age, handicap, religion, national origin or any other basis prohibited by applicable law. Hiring, transferring and promotion practices are performed without regard to the above listed items.

Requirements

What We Require:

• Working towards a Bachelor’s degree in Finance or Accounting
• Analytical, problem solving and organizational skills.
• Proficiency in Microsoft Word, Excel and Access applications.
• Clear and concise verbal and written communication skills.