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Xerxes Global

Financial Analyst Intern

Reposted 9 Days Ago
In-Office
Charlotte, NC
Internship
In-Office
Charlotte, NC
Internship
As a Financial Analyst Intern, you'll analyze financial data, assist with modeling, prepare presentations, and support operational processes.
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We are seeking 2027 graduates who do not plan to pursue a Master's degree program after graduation. 

The Role:

As a Blue Ops intern, you’ll join a rotational program that provides exposure to multiple areas of our business, including M&A deals, FP&A, Accounting, Data Science, and Operations. Throughout the internship, you’ll strengthen your technical and analytical skills using tools like Power BI as well as our proprietary Diligent® and Catalyst® software.

This internship offers a unique and dynamic opportunity within a growing, multi-faceted business serving the private equity and investment banking industries. As a Financial Analyst Intern, you will gain hands-on experience in financial analysis, modeling, and business process support. You’ll also act as a valued partner to investment banking, private equity, and corporate clients on software implementation projects.

Key Responsibilities

  • Analyze operational and financial data to provide insights for M&A and FP&A engagements.
  • Assist with financial modeling and due diligence in support of client M&A efforts.
  • Prepare client-facing presentations and participate in key meetings.
  • Support monthly close processes and provide meaningful analysis to management.
  • Contribute to process improvement initiatives and client deliverables.
  • Participate in industry case studies to broaden your skillset.
  • Collect, manipulate, and structure data from various sources to create actionable insights for clients.

Preferred Qualifications

  • Junior standing, pursuing a degree in Finance, Accounting, Business, Data Analytics, or Supply Chain.
  • Strong proficiency in Microsoft Excel and PowerPoint; experience with Power BI or Alteryx is a plus.
  • Willingness to develop technical skills with tools such as Diligent®, Catalyst®, and ERP systems.
  • Excellent communication and interpersonal skills, with strong problem-solving abilities and attention to detail.
  • Ability to multitask, adapt quickly, and work independently while thriving in a team environment.
  • A strong drive for growth, success, and advancement within the organization.

Top Skills

Alteryx
Catalyst
Diligent
Excel
Power BI

Xerxes Global Charlotte, North Carolina, USA Office

101 N Tryon St, Charlotte, North Carolina, United States, 28246

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