Financial Planning and Analysis Intern

Direct Supply, Inc.; Milwaukee, Northern (WI, KY); Hybrid; USD 25,000 - 33,000; Full time

Benefits offered by this job

Generous benefit package available.

Job summary

Direct Supply, Inc. seeks a Financial Planning and Analysis Intern to support monthly reporting and forecasting efforts. You’ll work with Finance to turn data into actionable insights and help automate recurring reports using Power BI and AI tools.

You will collaborate with Finance and business leaders to analyze results, identify drivers, and improve visibility into performance, while gaining hands-on experience in healthcare technology-focused analytics.

Qualifications

• Sophomore or higher in a four-year undergraduate program, or enrollment in a graduate program in Finance, Accounting, Business Analytics or a similar field.
• GPA of 3.3 or higher.
• Strong Microsoft Excel skills, including formulas, pivot tables, data analysis and basic financial modeling.
• Ability to work full time during the summer (~40 hours/week) and part time during the school year (~15–20 hours/week).

Responsibilities

• Prepare monthly reporting packages used by Finance and business leaders to understand performance.
• Analyze financial and operational results to identify trends and support forecasting.
• Automate recurring financial reporting using Power BI and AI tools to reduce manual processes.
• Partner with Finance and stakeholders on ad hoc analyses and process improvements.
• Communicate financial findings and recommendations through presentations and data storytelling.
• Support tax reconciliations and related analyses with Finance and Accounting Partners.

Skills

Systems Thinking

Apply Judgment

Create & Shape Ideas

Influence & Collaborate

Learn & Adapt

Education

Undergrad or Grad program in Finance/Accounting/Analytics

Tools

Power BI

SQL

Python

Job description

In the Financial Planning and Analysis Intern position, you’ll gain hands‑on experience in financial planning and analysis while helping Finance improve reporting, forecasting and business insights. You’ll work with financial data and technology to identify trends, improve processes and support informed business decisions. Direct Supply is building the future of healthcare technology with industry‑leading products, solutions and platforms to help improve the lives of millions of seniors and those who care for them.

What You’ll Do and Impact

• Support financial planning and analysis by preparing monthly reporting packages used by Finance and business leaders to understand performance.
• Analyze financial and operational results to identify trends and key business drivers and support forecasting and other forward‑looking analyses.
• Help automate recurring financial reporting using Power BI and AI tools to reduce manual processes and improve visibility into business performance.
• Partner with Finance and business stakeholders on ad hoc financial analyses, reporting requests and process improvements that support informed decision‑making.
• Communicate financial findings and recommendations through clear presentations and data‑driven storytelling.
• Support periodic tax‑related activities, including tax reconciliations and other financial analyses, in partnership with Finance and Accounting Partners.

Skills Needed

• Systems Thinking & Problem Solving - Identify the right problems to solve by understanding the broader system – customers, stakeholders, processes, data, technology, and AI. Connect root causes, dependencies, tradeoffs, and upstream and downstream effects to develop practical, scalable solutions that improve the whole.
• Apply Judgment - Make sound decisions by evaluating data, context, assumptions, risk, and outcomes. Critically assess ideas and AI‑generated outputs, consider interdependencies, voice a clear point of view, and own the results and impact.
• Create & Shape Ideas - Generate, test, and develop new ideas into useful, high‑quality solutions and experiences. Use creativity, curiosity, technology, and different perspectives to see around the corner, innovate and develop ideas into outcomes that create value and scale.
• Influence & Collaborate - Build trust, communicate clearly, and work across boundaries to drive action and shared outcomes. Seek and integrate different perspectives, contribute ideas, work through dependencies, and help teams make progress together through change and ambiguity.
• Learn & Adapt - Continuously grow and adapt as technology, customer needs, roles, and work systems evolve. Stay curious, learn beyond your core specialty, experiment with new approaches, use AI to accelerate learning, and improve through feedback and setbacks.

Experience

• Sophomore or higher standing in a four‑year undergraduate program, or enrollment in a graduate program, majoring in Finance, Accounting, Business Analytics or a similar field.
• GPA of 3.3 or higher.
• Strong Microsoft Excel skills, including formulas, pivot tables, data analysis and basic financial modeling.
• Ability to work full time during the summer (~40 hours/week) and part time during the school year (~15–20 hours/week).

Additional Items of Interest

• Experience or demonstrated interest in AI, analytics, automation or data tools such as ChatGPT, Microsoft Copilot, Power BI, Databricks, SQL, Python or similar technologies.
• Personal projects, coursework, extracurricular activities or prior internship experience related to finance, analytics, automation or data.

• Generous benefit package available.

Job to be performed in the location listed.

Direct Supply delivers solution‑driven platforms, products and services to help solve the toughest challenges facing Senior Living and Healthcare. For more than 35 years, we’ve grown consistently while expanding our offering of innovative solutions for virtually every critical area of senior health across the continuum of care. If you asked our 1,200+ Partners what separates Direct Supply from other applied technology companies, it’s that we are 100% employee owned and driven to work with a purpose. Every day, we strive to honor our mission of enhancing the lives of millions of seniors and healthcare professionals in a results‑oriented agile environment that gives our Partners the necessary tools and flexibility to truly bring what’s next to Healthcare.

Ready to make a difference?