Intern, Strategic Finance

Overview

This summer internship (Summer 2027) supports the Strategic Finance & Corporate Development team with financial analysis, modeling, and M&A work that informs Executive Leadership decisions. Over roughly 8 to 10 weeks, you will own 3 to 5 projects end-to-end.

The internship reports to the leader of Strategic Finance & Corporate Development and partners closely with FP&A, Accounting, Product Management, and the Enterprise Data & Intelligence team. Rising seniors who perform well may be considered for a full-time Analyst offer to start after graduation.

Responsibilities

Financial Modeling & Analysis

• Build and maintain financial models in Excel covering recurring revenue, retention, customer profitability, and unit economics
• Analyze bookings, revenue, and margin trends to identify drivers of performance and inform long-range planning and capital allocation decisions
• Document assumptions and methodology so the team can maintain and extend the models after the internship ends

Corporate Development & Market Analysis

• Support the M&A process, including acquisition target research and screening, comparable company and precedent transaction benchmarking, valuation analysis, and financial due diligence
• Build market-sizing and competitive intelligence analysis using external market data, government data sources, and industry benchmarks to size opportunities and prioritize targets

Financial & Ad Hoc Analysis

• Partner with the FP&A team on ad hoc financial and strategic analysis requested by Finance leadership, including budget, forecast, and investment case support
• Translate open-ended business questions into structured financial analysis and a clear, quantified recommendation

Stakeholder Partnership

• Present completed work directly to Finance leadership and the leader of Strategic Finance & Corporate Development
• Build working relationships with FP&A, Accounting, Product Management, and business partners across the organization over the course of the summer

Requirements

• Currently pursuing a bachelor’s degree in Finance, Accounting, Economics, Business, or a related field; rising junior or senior standing for summer 2027
• Proficient in Excel, including building financial models with clear assumptions, data tables, and lookup functions
• Solid grasp of accounting fundamentals and how the three financial statements connect; coursework or internship experience in corporate finance, valuation, or M&A is a plus
• Familiarity with SaaS and recurring revenue metrics (ARR, retention, unit economics) and valuation methods such as comparable companies and DCF is a plus
• Exposure to SQL, Power BI, CapIQ, or PitchBook is helpful but not required
• Demonstrated ability to work through an open-ended problem, not just execute a predefined task
• Critical thinker with intellectual curiosity and a proactive approach to problem solving
• Self-directed, with the ability to own a project with regular, but not daily, direction
• Strong written and verbal communication skills, with the ability to present analysis to non-technical audiences

Preferred Qualifications

• Coursework or internship experience in corporate finance, valuation, or M&A
• Familiarity with SaaS and recurring revenue metrics (ARR, retention, unit economics)
• Familiarity with valuation methods such as comparable companies and DCF
• Exposure to SQL, Power BI, CapIQ, or PitchBook

Compensation & Benefits

• U.S. hourly range: $20.00 - $22.00 (subject to change based on location and job-related knowledge, skills, and experience)
• Certain roles may be eligible for additional rewards, including incentive compensation and equity
• Benefits may include healthcare benefits, a 401(k) plan with company match, paid vacation time and holidays, well-living programs, short-term and long-term disability coverage, basic life insurance, and tuition reimbursement

Location

No specific work location was provided in the job description.

Equal Opportunity / Eligibility

• Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
• Uses the E-Verify program with every potential new hire to confirm eligibility to work in the United States.

Additional Notes

• Certain roles may have additional privacy, security and compliance requirements to the extent they support Costpoint GCCM or similar product offerings.