CFO Intern – Summer

Role Overview

• Conduct process discovery across the lead-to-cash lifecycle (e.g., contracting, invoicing, billing, collections), including documenting current-state workflows and handoffs.
• Identify process breaks and root causes (including where issues originate in contracts, invoices, or upstream systems) and synthesize findings into clear problem statements.
• Prepare executive-ready updates and briefings summarizing insights, trade-offs, recommendations, and next steps.
• Support identification of data disconnects and root causes; document issues and potential remediation options to improve enterprise-wide data quality and usability.
• Create, maintain, and circulate discovery documentation (e.g., data inventories, data flow diagrams, issue logs, and decision logs) to drive alignment and execution.
• Memorialize key decisions and translate outcomes into decision-tree or lightweight governance artifacts to enable future clean-up and ongoing data hygiene checks.
• Conduct structured interviews and working sessions to capture tacit knowledge ("what’s in people’s heads") including exceptions, escalation paths, and common edge cases.
• Document current-state end-to-end finance processes (e.g., forecasting, month-end close activities, cost tracking)
• Review documentation with stakeholders to validate accuracy, incorporate feedback, and identify opportunities to streamline or standardize.
• Ongoing Communication
• Weekly or bi-weekly readouts to Finance and cross-functional stakeholders summarizing progress, decisions needed, key risks, and upcoming work.
• Final internship summary deliverable (brief deck or memo) consolidating findings, decisions, and recommended path forward for both projects.

Requirements

• Currently enrolled in an Economics or Sciences or Liberal Arts undergraduate program
• Strong organizational skills and attention to detail.
• Comfort working across multiple teams and stakeholders.
• Interest in business process logic and improvements.