Financial Analyst Intern

Royal Credit Union; Eau Claire, Menomonie (WI, WI); On-site; USD 25,000 - 28,000; Full time

Job summary

Royal Credit Union is seeking a Financial Analyst Intern in Eau Claire, WI to support the Finance Department with analyses, forecasts, budgets, and strategic projects. You must be enrolled in a related Bachelor's program and able to work onsite through the school year and breaks.

The role emphasizes analytical skills, basic accounting, and proficiency with Excel, Word, and PowerPoint. Schedule: ~15-20 hours weekly during the year, 30-40 hours in summer.

Qualifications

• Enrolled in university with finance/accounting/economics focus.
• Must complete or be enrolled in courses related to finance and accounting.
• Must be bondable and possess basic accounting knowledge.

Responsibilities

• Assist in monthly, quarterly, and annual financial analyses and reports.
• Support forecasts, budgets, and strategic planning.
• Reconcile budgets and investigate variances for accuracy.
• Conduct benchmarking using peer and macroeconomic data.
• Participate in process improvement and ad-hoc projects.

Skills

Analytical thinking

Detail oriented

Time management

Effective communication

Education

Pursuing Bachelor's in Business (Finance/Accounting/Economics)

Tools

Microsoft Excel

PowerPoint

Word

Job description

Team Members are at the core of who we are; living our core values of making a difference, doing the right thing, making it easy, being caring, being friendly, nice, and respectful, and taking ownership. Perhaps Royal is the change you're looking for. Royal Credit Union is looking for caring, energetic team members who want to create a positive impact in the lives of our Members.

Hey Students! Are you passionate about numbers and eager to gain real-world finance experience? Become a Financial Analyst Intern at Royal Credit Union! In this role, you'll dive into financial analysis, support strategic planning, and contribute to impactful projects that shape our organization’s future.

All applicants must be located in the Chippewa Valley Area & include a resume, cover letter, transcript and their anticipated graduation date when applying. If selected for the internship, you must be enrolled at a university or technical college throughout the length of the internship. Must be able to work onsite at the Royal Credit Union Corporate Center in Eau Claire, WI, throughout the school year and during breaks.

Why Royal?

• Member and Community Focused: We are dedicated to making a positive impact on our Members and the communities we serve, going beyond financial services to enrich lives and foster growth.
• Supportive Environment: Join a collaborative, values-driven workplace that is always evolving. We support each other and work together to achieve our goals.
• Professional Growth: We offer numerous opportunities for training and advancement, helping you continuously develop and advance your skills.
• Empowerment: We empower our team members to make decisions and drive initiatives that help our Members achieve their financial goals. Your ideas and contributions are valued and encouraged.
• Community Involvement: Engage with your local community through various initiatives and events, making a tangible difference where you live and work. Be part of something bigger.

What You'll Do

The Financial Analyst Intern will provide support to the Finance Department by assisting with and completing various financial analyses, projects, and reports and other finance duties as assigned.

What's It Like Being an Intern at Royal Credit Union? Watch Here!

Our Commitment To You

• Compensation: $17.85-19.98 per hour (candidates with significant related experience may be higher)

Intern Responsibilities Include, But Are Not Limited To

• Assist in preparing monthly, quarterly, and annual financial analyses and reports.
• Support the development of forecasts, budgets, and strategic plans.
• Reconcile departmental budgets and investigate variances to ensure accuracy.
• Conduct benchmarking and comparative analysis using peer and macroeconomic data.
• Participate in process improvement initiatives and complete ad-hoc financial projects.

What's Needed For This Position

• Enrolled in a university throughout the length of the internship, pursuing a Bachelor's Degree in Business majoring in Finance, Accounting, or Economics.
• Must have completed or be currently enrolled in courses related to understanding Finance and Accounting.
• Must be bondable.
• Demonstrated understanding of basic accounting principles.
• Strong analytical and problem-solving skills with attention to detail.
• Effective written and verbal communication abilities.
• Ability to manage multiple deadlines and work independently with minimal supervision.
• Proficiency in Microsoft Excel, and basic knowledge of Word and PowerPoint.

What We'd Love To See

• Knowledge of financial products/services.

Work Schedule

• Working approximately 15-20 hours per week during the school year and 30-40 hours per week during the summer. Generally working variable hours between 8:00am - 5:00pm Monday through Friday based on class schedule.
• Must be able to work onsite at Royal Credit Union Corporate Center in Eau Claire, WI throughout the school year and during breaks.
• This is a limited term, non-benefit eligible, position that will go from January 2027 through May 2028.
• Must be able to commit to the internship for its intended duration.

Training

• Prior to starting a normal work schedule, new Royal team members must attend Foundation Training at our Corporate Center in Eau Claire, WI from 9:00am - 4:30pm on Monday and Tuesday during their first week of employment. Out of town learners will be reimbursed costs related to travel and lodging.
• Foundation Training covers fundamental information about Royals culture and core values which sets the stage for team members to be successful within our organization.

We will be communicating with you by email and/or text on the status of your application. Please monitor your email inbox and junk folder for status updates and additional instructions.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, protected veteran status or status as an individual with disability.