Financial Planning & Analysis (FP&A) Intern

Position Title: Financial Planning & Analysis (FP&A) Intern
Department: Finance
Reports To: FP&A Manager
Location: Corporate Office (Westport, CT)
Duration: Internship (10–12 weeks or semester-based)

Compensation: $20/hour

Summary: This role’s responsibilities are to assist with the administration of general operation as determined and directed by his/her supervisor in correlation to his/her course of study.  Responsibilities may include but are not limited to, research, data entry, filing, general coordination, and project management.

Primary Responsibilities

• Assist in the preparation of monthly financial reports, variance analyses, and management dashboards for 18 senior living communities.
• Support annual budgeting and monthly forecasting processes by gathering data and updating financial models.
• Analyze community-level performance metrics, including occupancy, revenue, labor costs, operating expenses, and resident care statistics.
• Identify trends, risks, and opportunities through financial and operational data analysis.
• Maintain and improve Excel-based financial models and reporting tools.
• Assist in consolidating financial results across the portfolio and preparing presentations for executive leadership.
• Collaborate with Operations, Accounting, and Community Executive Directors to gather data and understand business drivers.
• Perform ad hoc financial analyses related to capital projects, staffing initiatives, and strategic growth opportunities.
• Support data integrity efforts by validating financial and operational information from various systems.
• Participate in process improvement initiatives to enhance reporting efficiency and decision-making.

Qualifications:

• Currently pursuing a Bachelor's or Master's degree in Finance, Accounting, Economics, Business Administration, or a related field.
• Strong analytical and quantitative skills
• Advanced proficiency in Microsoft Excel (pivot tables, lookups, formulas, charts).
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication abilities.
• Ability to manage multiple projects and meet deadlines.
• Prior internship or coursework in finance, accounting, or data analytics preferred.
• Experience with financial modeling and budgeting concepts preferred.
• Familiarity with reporting tools preferred.
• Interest in healthcare, real estate, hospitality, or senior living industries preferred

Learning Opportunities:

• During the internship, the candidate will gain exposure to:
• Multi-site financial management across 18 operating communities.
• Budgeting, forecasting, and long-range planning processes.
• Healthcare and senior living operational metrics.
• Executive-level reporting and strategic financial analysis.
• Portfolio performance management and operational decision support.

Key Competencies:

• Financial Analysis
• Data Interpretation
• Problem Solving
• Business Acumen
• Collaboration
• Time Management
• Professional Communication