Financial Planning & Analytics Intern

At FORTÉ, every role plays a part in reimagining how the modern workplace works. Whether you're on the front lines with customers or behind the scenes making things run, your work helps people connect, collaborate, and get things done. From classrooms to control centers, we design and deliver the systems that power smarter, more connected workplaces – and it all starts with the people who make them possible. FORTÉ (formerly AVI Systems) is a 100% employee-owned company with 50+ years of experience and a bold new identity.


We are looking for a highly motivated and detail-oriented FP&A Intern to join our Finance team. This role is ideal for someone with strong analytical skills and hands-on experience creating robust dashboards and visualizations using Power BI.


Key Responsibilities
• Assist in building and maintaining Power BI dashboards and reports to support monthly forecasting, budgeting, and variance analysis processes.
• Translate financial and operational data into visual, actionable insights for stakeholders across departments.
• Work closely with FP&A analysts and business partners to understand reporting needs and enhance data models.
• Extract, clean, and transform data from multiple sources (ERP, CRM, Excel, SQL databases) to ensure accurate and reliable reporting.
• Support the monthly close and forecast process by preparing supporting schedules, trend analyses, and presentations.
• Identify automation opportunities in reporting processes and recommend solutions using Power BI and DAX functions.
• Collaborate with IT and data teams to enhance data infrastructure and improve report refresh efficiency.


Qualifications
• Currently pursuing a Bachelor's or Master’s degree in Finance, Accounting, Economics, Data Analytics, or a related field.
• Demonstrated experience building reports and dashboards in Power BI (please include a portfolio or examples if available).
• Strong proficiency in Excel; familiarity with SQL or DAX is a plus.
• Solid understanding of financial statements and FP&A fundamentals.
• Strong analytical thinking, attention to detail, and ability to work independently.
• Excellent verbal and written communication skills.
Preferred Experience
• Previous internship or project work in a corporate FP&A or finance function.
• Experience with data modeling, Power Query, or connecting Power BI to cloud-based data sources (e.g., Azure, Snowflake, etc.).
What You'll Gain
• Hands-on experience in corporate finance with a focus on data analytics and visualization.
• Opportunity to make a visible impact by transforming raw financial data into compelling insights.
• Mentorship from seasoned FP&A professionals and cross-functional exposure to business teams.
• A collaborative and innovative work environment that values data-driven decision-making.


Why Should You Apply?
At FORTÉ, your work matters, and it’s easy to see the impact you make. That’s because we’re 100% employee-owned, and everyone here has a stake in how we show up – for each other, our customers, and the future we’re building. You’ll join a team that values your strengths, supports your growth, and shares your commitment to doing work that moves people and organizations forward. With bold momentum and a clear mission, FORTÉ is a place where you can bring your best – and build what’s next.

The benefits of ownership
At FORTÉ, you're not just covered – you’re supported. Our employee-owners have access to a comprehensive benefits package designed to protect your health, grow your wealth, and help you do your best work.
Here’s a look at what we offer:
• Healthcare, vision & dental coverage to keep you and your family well
• Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) for more control over your healthcare dollars
• Employer-paid life and disability insurance for added peace of mind
• 401(k) with company match to invest in your future
• Employee Stock Ownership Plan (ESOP) so you benefit directly from our shared success
• Tuition reimbursement and ongoing learning opportunities to support your growth
• Employer-paid employee assistance program to care for your physical, mental, and financial health
• Paid time off that helps you truly disconnect

FORTÉ is an equal opportunity employer. Disabled/Veterans.