Partner with Finance teams to identify and prioritize AI use cases that improve efficiency, reporting, and analysis
Assist in redesigning Finance workflows using an AI-first mindset
Support the development, refinement, and analysis of financial models and reports by sourcing relevant inputs and interpreting financial statements
Support the Investments team by exploring AI applications in investment accounting, reporting, reconciliations, and analytics
Assist with streamlining operational and compliance-related support tasks
Develop prompt libraries, documentation, and training materials to enable responsible and effective AI usage within Finance
Conduct financial and process analysis to evaluate pilots, track adoption metrics, and assess value realization
Present findings, insights, and recommendations to Finance leadership and cross-functional partners

Current undergraduate or graduate student in Finance, Accounting, Business, Information Systems or related field
Strong interest in how AI and emerging technologies can transform Finance functions
Exposure to ChatGPT, Microsoft Copilot, or similar AI tools required
Foundational understanding of investments, financial statements, budgeting, forecasting, or financial analysis
Experience using Excel and PowerPoint required; familiarity with data analysis tools is a plus
Strong research, analytical, and critical thinking skills
Ability to clearly communicate complex ideas in both written and verbal formats
Self-motivated, curious, and comfortable working in a fast-paced, evolving environment
Demonstrates intellectual curiosity, professionalism, and collaborative mindset
GPA of 3.0+ preferred
Must have authorization to work indefinitely in the U.S.

Finance AI Innovation Intern

Key skills