Finance Analyst Intern

Job Description

Job Description

Tele Specialists is hiring for a part-time Finance Analyst Intern position!

This is an in-office paid Intern position for our Fort Myers office.

Summary

Tele Specialists is a groundbreaking B2B telehealth company specializing in treating stroke and psychiatric patients across 30+ states nationwide.

In fact, Tele Specialists has diagnosed and treated over 10% of all stroke cases in the U.S. over the past 10 years! It is a fast-paced work environment that is ideal for a self-starter, where effort and teamwork are rewarded.

If you are looking to expand your experience into healthcare fintech, one of the fastest growing and most groundbreaking industries today, then the financial analytics internship at Tele Specialists is right for you!

This role will require working 3 consecutive days a week from 9 AM to 3 : 30 PM. It is a 3-month long position that will work and train with an experienced financial analyst.

In this internship, the intern will gain real work experience that may lead to a full-time position depending on effort, passion, and performance.

The role will require someone willing to ask questions and teach themselves. It would be best suited for someone who is not afraid to ask for help from their team members, someone who is positive and persistent.

Responsibilities

• Assist with analytical and administrative financial tasks on a variety of projects of varying complexity.
• Support process and analytical model development with guidance from experienced analyst.
• Actively communicates status of analysis to ensure task objectives are being met.

Required Knowledge

• Basic knowledge of data transforms, processes, and systems.
• Proficient with Microsoft Office (Word, Excel, Outlook, Teams, and PowerPoint).

Abilities

• Quickly learn new software, coding languages, or low-code applications.
• Verify the completed work of the analytics department against data sources.
• Additional entry-level work, such as data entry or basic visualizations.
• Assume progressively responsible duties relative to learned abilities.
• Anonymize data for working with LLMs (Chat-GPT or other GPT models).
• Ability to work both independently and as a team member.
• Be task oriented with a self-starting attitude.

Job Requirements

• Recently or currently a full-time college student enrolled in a two-year or four-year college program and following a course of study leading to a Bachelor's or Master's degree, with emphasis in Finance, Mathematics, Statistics, Business, Economics, Accounting, Computer Sciences, or any field related to these.
• Must have maintained / must maintain a minimum 3.0.
• Intern must conduct themselves in a professional manner.

Additional Workload Requirements

• Work will be performed in a fast-paced office environment, which may require the intern to switch between multiple projects at once.
• Requires ability to understand verbal communication and ask questions after attempting independent research.

KPIs (Key Performance Indicators)

• Performance will be measured by the following :
• Degree to which hard or soft skills were learned.
• The amount of data on dashboards that gets verified.
• The complexity or usefulness of visualizations created.
• Datasets created (if data entry is required).
• Cohesiveness with team members.

Specific Scope of Work

This section can be referenced as a workflow trajectory for this position. The monthly groupings are loose definitions of the length of time each project will take.

The extra workflow section is designed to accommodate the progressively responsible duties as the intern grows.

• Month 1 : Data Verification
• Learn the ins and outs of financial data and review infrastructure, starting with Tele Specialists’ accounting system Sage Intact.
• Review and maintain existing Domo visuals that contribute to major Domo financial dashboards.
• Go through each dashboard and determine validation methods from data source to post-ETL.
• Lesson and review on how to properly utilize generative AI to expedite coding workflows.
• Month 2 : Data Transformation and Creation
• Assist payroll department with maintaining physician contracts for physician pay in Domo using contractual data from Salesforce / Excel.
• Introduction of RCM as a joint project with direct supervisor.
• Continued validation of existing dashboards.
• Month 3 : Exposure to Time-Series Forecasting and Budget
• Introduction to existing forecasting measures and logic.
• Highlighting current issues with forecasting methods, brainstorm next steps.
• Build in pricing sheet information to volume forecasting to give estimated financial forecasts for budgeting.
• Continued validation of existing dashboards.
• Extra Workflows :
• Other cards or dashboards theorized by intern.
• Pro-formas after budgeting.
• Workforce capacity data research and development.
• Data entry of charge card vendors.
10 hours ago