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Finance

Functional Areas

Potential responsibilities and breakdown of tasks presented under various functional areas of finance.

  • Prepare a competitive analysis of an industry
  • Prepare and review a corporate budget and business plan
  • Gather, analyze and summarize pertinent treasury information in report form
  • Prepare for rating agency reviews
  • Forecast company revenue, coordinate and compile data for quarterly or annual budgets
  • Provide a post analysis of past revenue performance
  • Project future cash flow needs and analyze the resulting financing requirements
  • Develop and maintain the computer system relating to capital assets analysis
  • Analyze vendor bids, assist in procurement process
  • Develop and implement business model to evaluate alternative plant locations
  • Contribute to the development of financial policies for financial policy manual
  • Analyze companies and industries to determine suitability for investments, determine prospects for future growth, prepare reports
  • Conduct general industry research
  • Analyze requests for modification of existing direct placement loan agreements
  • Analyze bids received for the purchase of public bonds and determine impact
  • Analyze financial statements received on portfolio credits
  • Determine the specific breakdown of pension fund investments among asset types
  • Learn new investment products
  • Research a variety of stock options and present recommendations
  • Stock analysis: fundamental and analytical
  • Fixed income analysis
  • Analysis of government bonds, municipal bonds, corporate bonds
  • Equity research and portfolio construction
  • Fixed income analysis and development of fixed income strategies
  • Prepare cash collection forecasts, monitor and report daily cash receipts
  • Research changes in laws and regulations which affect financing, credit and collection policies and procedures
  • Prepare reports on receivables and analyze customers' accounts and reserve requirements
  • Prepare summary reports of the changing cash position, money market conditions and current financial events
  • Update listings of securities bought and sold during a given period
  • Build cash-flow-predictor model based on previous three years, analyze existing financing package and recommend improvements/alternatives
  • Identify opportunities for all bank services including credit, cash management, pension management, foreign exchange and interest rate exposure management, tax questions, and merger and acquisition activities.
  • Provide follow-up on overdrawn deposit accounts, loan documents, rate information, credit analysis
  • Analyze credit worthiness of current and potential clients
  • Monitor results of new business programs at branch units
  • Develop and coordinate product knowledge seminars for staff
  • Analyze credit exposure of the bank in the real estate and construction industries
  • Research and analyze pension funds
  • Compile a historical database related to deposits and rates with the ultimate goal of use in regression and correlation analysis
  • Assist in mortgage production procedures (processing, underwriting and closing)
  • Review and update promissory notes
  • Develop regression analysis to determine effect of pricing i.e. rate changes on over-the-counter deposit flows
  • Analyze new business generated for a trust area
  • Gather and analyze complete information (products, pricing, distribution) on competing investment advisors and banks
  • Create a profitability analysis/loan pricing model
  • Loan portfolio analysis: assist with internal data collection (commercial real estate loans) and assist with financial model building
  • Develop an interest rate forecasting model
  • Maintain records of cash balances and receipts, endorse and deposit checks and disburse funds

Sample Description

Profile
 As the world's largest package-delivery company and a leading global provider of specialized transportation and logistics services, PDC continues to develop the frontiers of logistics, supply chain management and e-commerce combining the flow of goods, information and funds.

Intern's Title
 Finance Analyst Intern

Main Project Responsibilities

  • 50%: Profitability studies using BidCAM computer model. Responsible for compiling shipper specific cost indices and inputting into the model. Analyze results and develop written and oral results summaries.
  • 20%: Analyze the impact of specific facility enhancements throughout the district. Determine if original appropriations were accurate and provide detailed analysis for both written and oral presentation of results.

Additional Responsibilities

  • 20%: Assist finance manager with internal audit compliance across multiple functions (pricing, finance, other business processes)
  • 10%: Peripheral projects and tasks may be assigned

Desired Skills and Knowledge

  • Education: MBA students only may apply
  • Concentration(s) of study: Finance
  • Technical Skills: Microsoft Office (Word, PowerPoint, Excel and Access)
  • Strong analytical background
  • Effective communication (both written and verbal) with managers and with clients is essential
  • Professional demeanor at all times

Learning Objectives

  • Expand analytical skills through various projects using computer models
  • Develop knowledge of the delivery and logistics business
  • Increase team work skills through collaborative efforts with professionals in the field
  • Gain experience in a small private company with 50 employees
  • Leadership skills: self-management and adaptability, strategic thinking

Logistics

  • Intern will work 10-12 hours per week. Schedule is flexible around academic commitments. A minimum total of 150 hours of work is required.
  • Compensation: $15 per hour