Financial Planning & Value Analyst Internship

Wellmark, Inc.; Iowa (LA); Hybrid; USD 2,755,000 - 3,444,000; Full time

Job summary

Wellmark, Inc. offers an internship split between Financial Planning & Analysis (FP&A) and Enterprise Portfolio Planning and Value Realization (EPPVR).

You will gain hands-on experience with Lean Portfolio Management, data analytics, and financial planning work. Responsibilities include updating forecasts, building automated Excel models, data extraction for monthly reports, and improving data hygiene to support portfolio decisions.

Qualifications

• Current student pursuing a Bachelor's or Master's degree in Business, Finance, Accounting, Data Analytics, or a related major
• Strong understanding of Excel and other Microsoft Office tools, with the ability to organize data and create clear, repeatable work products
• Ability to analyze processes and data, identify gaps, and document actionable findings and recommendations
• Excellent written and verbal communication skills, including the ability to create practical job aids, procedures, and presentation materials
• Demonstrated ability to take initiative, manage multiple tasks, and follow work through to completion
• Proven problem-solving, collaboration, and technical adaptation skills
• Ability to work independently, engage stakeholders, and clearly communicate results to team members and leaders
• Available to work 40 hours/week during the summer

Responsibilities

• Support the FP&A team with updates to existing forecasts
• Extract data and prepare monthly reports for FP&A and EPPVR team use
• Build excel models that are automated and repeatable to save processing time throughout the FP&A and EPPVR team
• Evaluate EPPVR processes, recommend improvements, and document key procedures, roles, and resources
• Improve ADO data hygiene, quality, and completeness to support portfolio investment decisions
• Support special projects that help stakeholders integrate their work with the epic lifecycle
• Partner with stakeholders to identify the inputs and reporting needed to support their work
• Improve the Epic Lifecycle SharePoint site through a current-state assessment, user-needs summary, prioritized improvements, approved content and navigation updates, and maintenance guidance
• Build financial models for decision criteria to determine if an idea has a positive Net Present Value
• Validate prospective assessment Value Pillar reviews, update the applicable validation field, and document exceptions for follow-up

Skills

Excel

Data analysis

Communication

Stakeholder engagement

Problem solving

Organizational skills

Independent work

Presentation

Education

Bachelor's or Master's in Business/Finance/Data Analytics

Tools

SharePoint

Azure DevOps

Job description

Company Description

Why choose an internship with Wellmark? We strive to offer meaningful work that assists in your professional development and provides value to the team. You will gain valuable experience within the health insurance industry and put the skills and knowledge you've acquired in school to practice. You will have the opportunity to learn from subject matter experts and leaders within the industry, network with fellow internship program participants, and gain practical, hands-on work experience.

If you are eager to learn, collaborate with others, demonstrate your potential, develop customer-focused solutions, and grow into an exciting career, we hope you'll consider an internship with us!

Job Description

What's the EPPVR internship like?

This is a unique opportunity to split your internship between supporting Financial Planning and Analysis (FP&A) and Enterprise Portfolio Planning and Value Realization (EPPVR), providing hands-on experience supporting Lean Portfolio Management, data analytics, and financial planning work. You will analyze processes, support lean business case and value assessments, organize and visualize portfolio or product data, document actionable findings, and present recommendations. The experience offers exposure to stakeholder engagement, problem identification and solving, business writing, data organization, collaboration, and business financial metrics.

What team deliverables might I support?

Although subject to change, examples of work are included below:

• Support the FP&A team with updates to existing forecasts
• Extract data and prepare monthly reports for FP&A and EPPVR team use
• Build excel models that are automated and repeatable to save processing time throughout the FP&A and EPPVR team
• Evaluate EPPVR processes, recommend improvements, and document key procedures, roles, and resources.
• Improve ADO data hygiene, quality, and completeness to support portfolio investment decisions.
• Support special projects that help stakeholders integrate their work with the epic lifecycle.
• Partner with stakeholders to identify the inputs and reporting needed to support their work.
• Improve the Epic Lifecycle SharePoint site through a current-state assessment, user-needs summary, prioritized improvements, approved content and navigation updates, and maintenance guidance.
• Build financial models for decision criteria to determine if an idea has a positive Net Present Value.
• Validate prospective assessment Value Pillar reviews, update the applicable validation field, and document exceptions for follow-up.

Ready to bring your strengths to Wellmark? Here's what's next!

Review the qualifications below.

This internship will start in May of 2027, working a hybrid schedule from our headquarters in Des Moines, Iowa. You may then have the opportunity to transition part-time in the fall of 2027.

Qualifications

• Current student pursuing a Bachelor's or Master's degree in Business, Finance, Accounting, Data Analytics, or a related major
• Strong understanding of Excel and other Microsoft Office tools, with the ability to organize data and create clear, repeatable work products
• Ability to analyze processes and data, identify gaps, and document actionable findings and recommendations
• Excellent written and verbal communication skills, including the ability to create practical job aids, procedures, and presentation materials
• Demonstrated ability to take initiative, manage multiple tasks, and follow work through to completion
• Proven problem-solving, collaboration, and technical adaptation skills
• Ability to work independently, engage stakeholders, and clearly communicate results to team members and leaders
• Available to work 40 hours/week during the summer

Preferred:

Prior internship or office experience, familiarity with Lean or Agile ways of working, SharePoint, or Azure DevOps, and 2+ years of college preferred, but all candidate applications will be considered

Additional Information

All your information will be kept confidential according to EEO guidelines.

An Equal Opportunity Employer

The policy of Wellmark Blue Cross Blue Shield is to recruit, hire, train and promote individuals in all job classifications without regard to race, color, religion, sex, national origin, age, veteran status, disability, sexual orientation, gender identity or any other characteristic protected by law.

Applicants requiring a reasonable accommodation due to a disability at any stage of the employment application process should contact us at [e-mail]

Please inform us if you meet the definition of a "Covered DoD official".

At this time, Wellmark is not considering applicants for this position that require any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, etc. For additional information around work authorization needs please refer to the following resources:Nonimmigrant Workers and Green Card for Employment-Based Immigrants

Wellmark supports and expects the responsible use of AI for our workforce! We welcome the responsible use of these tools by job seekers as well and are interested in learning from you; you will have an opportunity in the application process to share which tools you used and how you applied them.