Financial Planning and Analysis Intern

Planview Incorporated; Town of Texas (WI); On-site; USD 25,000 - 48,000; Full time

Benefits offered by this job

Unplugged Days

Hourly salary

Volunteer time

Job summary

Planview Incorporated is offering a paid Finance, Planning & Analysis internship in Austin, TX for Summer 2027. You will gain hands-on experience across strategic planning, FP&A, M&A, and capital markets while collaborating with Corporate Development, Strategic Finance, and Accounting teams.

Eligible students will have a Finance/Accounting/Business/Economics focus and must be able to work on-site in Austin for the internship duration.

Qualifications

• Currently enrolled in an accredited university program (Finance, Accounting, Business, Economics).
• Availability to work from the Austin, TX office for the duration of the internship.

Responsibilities

• Support strategic planning and conduct market research to identify opportunities.
• Develop and maintain financial models and provide scenario analyses for planning.
• Assist with FP&A budgeting, variance analysis, and dashboard reporting for leadership.
• Contribute to M&A diligence, valuation work, and deal integration considerations.

Skills

Financial analysis

Financial modeling

Market research

Data interpretation

Education

University student (Finance/Accounting)

Recent graduates considered

Tools

Excel

Job description

Company Overview

Planview has one mission: to close the gap between strategic intent and business outcome, providing the intelligence organizations need to act decisively.

As the global leader in Strategic Portfolio Management, Planview helps organizations of all sizes achieve their business goals, faster and smarter. Our comprehensive platform brings initiatives, investments, and resources into a continuous, connected model of the business: the actionable understanding leaders need to move decisively, keep teams and AI in lockstep, and know how their initiatives are performing.-now powered by Planview Anvi, our next-generation enterprise AI that delivers expert guidance, intelligent recommendations, and actionable insights, turning complex data into decisive action from strategy through execution.

Recognized as a Leader in the 2026 Gartner Magic Quadrant for Strategic Portfolio Management for the fifth consecutive year, we proudly serve more than 3,000customers globally, including 45% of the Fortune 100-and more than 3 million users worldwide.

Why Join Planview?

At Planview, our people's connections drive our innovation and success. Our global team of 1,500+ employees work remotely and across offices in Austin, Vancouver, Hod HaSharon, Bangalore, Sydney, and Stockholm. We've built a world-class, connected culture rooted in shared values that empowers our teams to thrive and succeed from anywhere. When you join Planview, you’re not just joining a company; you’re joining a movement to transform how the world works.

Discover more about our portfolio at planview.com, and connect with us on LinkedIn, Instagram, and X.

The Opportunity

Do you want to gain valuable experience to secure the perfect role after graduation? Are you interested in finding out what career paths are available to you? If you answered ‘yes’, then you’ve come to the right place.

As an intern with Planview, you’ll gain meaningful, paid work experience to support your academic learning. You will be supported in further developing your skills and will have the chance to learn more about the areas of our business most relevant to your career goals.

We’re looking for Financial Planning and Analysis interns to join our team in Austin, Texas, in the summer of 2027. In this role, you will have opportunities to work across teams with Corporate Development, Strategic Finance, and Accounting on M&A, Capital Markets, and Strategic Planning.

#LI-DNI

What You’ll Do

Strategic Planning & Analysis

• Collaborate with senior management to define and execute the company’s strategic vision.
• Conduct in-depth market research and competitive analysis to identify growth opportunities.
• Develop and maintain long-term financial models to support strategic planning.

Mergers & Acquisitions (M&A)

• Lead the identification, evaluation, and execution of M&A opportunities.
• Perform due diligence, including financial analysis, valuation, and risk assessment.
• Manage deal negotiations, structuring, and integration processes.

Financial Planning & Analysis (FP&A)

• Support the annual budgeting process and long-term financial planning.
• Analyze financial performance, including variance analysis, and provide actionable insights.
• Prepare and present financial reports and dashboards to senior leadership.

Capital Markets & Fundraising

• Assist in capital raising efforts, including equity and debt financing.
• Maintain relationships with investment banks, private equity firms, and other financial institutions.
• Evaluate and recommend optimal capital structures to support business objectives.

Corporate Strategy & Initiatives

• Drive cross-functional initiatives to enhance operational efficiency and profitability.
• Partner with business units to develop and implement strategic initiatives.
• Monitor and report on industry trends, economic conditions, and regulatory changes.

Process Automation

• Work with the team to implement new and better Automation and Agentic processes
• Assist with data cleaning and data integration processes

What You’ll Bring

These roles are open to students currently enrolled in an accredited University or college program, with a preference for students in Finance, Accounting, Business Management, Economics, or recent graduates. Candidates must be available to work from our Austin office for the duration of the internship.

Benefits at Planview

At Planview, you’ll join our global team and culture, which reflects the vibrant communities in which our employees live and work. To support you at Planview, you will enjoy:

• Unplugged Days: company-wide paid days off per year to recharge and relax.
• An attractive hourly salary.
• Paid time to volunteer through Planview’s Force for Good.
• On-site yoga classes, Massage Therapist visits, Lunch and Learns, and other fun activities.
• Weekly office lunches for hybrid team members and social events.
• Flexible work hours/environment.

Now is a great time to join our team. If you are looking for a place to grow your career, innovate with best-in-class solutions, and build the future of connected work, Planview is the right place for you!

Equal Employment Opportunity at Planview

Planview is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity or Veteran status. As part of our efforts to build a diverse workforce, we encourage applications from Indigenous, Black, and other racialized communities, 2SLGBTQIA+ communities, people with neurodivergence, immigrants, people with disabilities, and other equity deserving groups. In addition to building a diverse workforce, we are committed to fostering an inclusive and accessible experience.

Reasonable accommodations for the interview process can be requested by emailing [e-mail].