Intern - Financial Analyst (Spring 2025) - In-Person Only - Navigant Credit Union

ABOUT:

People helping people. That's what a credit union, and in particular Navigant Credit Union, is all about. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915.

Now at more than $3 billion in assets, Navigant Credit Union is among the largest credit unions in Rhode Island, yet still maintain our community-driven values.

Those values-and our belief in putting people first-are just a few of the reasons why Navigant Credit Union has been named "Rhode Island's Best Place to Work" year-after-year by the Providence Business News.

Our Core Values consist of "Leadership, Unity, Caring, and Integrity" are the guiding principles for our organization. They are the qualities and/or traits that we consider a high priority for Navigant Credit Union employees.

Our company prides itself on demonstrating community-based values and investing in our workforce, while exceeding member expectations. We offer tremendous opportunities for professional development, career advancement, and a best-in-class benefits package including a rich medical and dental plan, vision benefits, a robust 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and opportunities to give back to the community.

If you believe you'd be a great fit, and are interested in joining our team, check out our open positions and apply today!

ABOUT THE ROLE

We are seeking a motivated and analytical Financial Analyst Intern to join our dynamic team. This role is an exciting opportunity to delve into the financial services industry, providing insights and supporting strategic decisions through data analysis. Ideal candidates are detail-oriented, eager to learn, and passionate about transforming data into actionable intelligence. The successful candidate will work closely with our FP&A team to support various projects and initiatives.

WHAT YOU WILL DO (in descending order of importance)

1. Supports the financial planning and analysis (FP&A) team in budgeting, forecasting, and financial modeling activities.
2. Conducts market research and analysis to provide insights on industry trends and competitor analysis.
3. Helps in the preparation of presentations and reports for internal stakeholders.
4. Collaborates with the investment committee to evaluate investment opportunities and portfolio performance.
5. Participates in special projects and performs ad-hoc analyses as required by the FP&A team.

QUALIFICATIONS:

Education

Currently pursuing or recently graduated with an Associate's, Bachelor's or Master's degree in Finance, Accounting, or Economics.

Experience/Skills/Knowledge:

1. Strong analytical and quantitative skills, with a keen attention to detail required.
2. Solid understanding of financial statements, accounting principles, time value of money, capital budgeting, financial modeling and forecasting required.
3. Proficiency in Microsoft Office, especially Excel (match, index, vlookup, sumif, etc.) required; experience with programming (Visual Basic, R, Python, Stata, etc.) preferrable.
4. Must have familiarity with data visualization tools (e.g., Tableau, Power BI)
5. Excellent written and verbal communication skills required.
6. Must have a strong service orientation in alignment with the credit union's mission and core values.
7. Ability to work independently and collaboratively in a team environment required.