Financial Planning & Analysis Intern

Envestnet | Yodlee is seeking a Financial Planning & Analysis Intern to join our Finance - Yodlee department. This is a hybrid role, with in-office work required at our Raleigh, NC office location.

Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions – backed by industry-leading service and support. Since 1999, Envestnet has served the wealth management industry and today supports trillions in platform assets, serving over a hundred thousand financial advisors. The vast majority of the nation’s leading banks, the largest wealth management and brokerage firms, and over 500 of the largest RIAs rely on Envestnet’s wealth management platform and solutions to drive business growth, boost productivity, and deliver better financial outcomes for their clients. 

Envestnet’s Strategy:

• Deliver the industry-leading wealth management platform, powered by advanced data and insights 
  
• Leverage our scale and efficiencies to serve our clients’ needs comprehensively 
  
• Enable financial advisors to deliver more holistic advice – reflecting a more complete view of their clients’ financial lives, and in a more connected environment
  

For more information, please visit www.envestnet.com.

Job Summary:

The FP&A Intern position will work across various teams to measure, analyze and forecast key business metrics.  More specifically is to analyze customer profitability and the impact of different pricing schemes.

Job Responsibilities:

• Assist with the compilation of key financial and non-financial metrics
  
• Work in forecasting and reporting systems such as Adaptive and PowerBI
  
• Use Excel to consolidate, analyze and summarize detailed financial data
  
• Assist with various ad-hoc reporting and analytical projects
  
• All other duties as assigned
  
• Adherence to and application of Envestnet legal, compliance, risk, business continuity and administrative policy within the role and department(s) including the timely completion of training & awareness, affirmations and testing as requested.  
  
• As part of the responsibilities for this role, you will understand and readily support Envestnet's established corporate business practices, policies, internal controls and procedures designed to create value or minimize risk.
  

Required Qualifications: 

• Education: Working on Masters degree in accounting, finance or economics
  
• Detail oriented but also has the ability to step back and think about the big picture
  
• Strong Excel skills (pivots, lookups, ability to work with large files, etc.)
  
• Excellent written and verbal communication skills
  
• Critical thinking and problem solving skills.  Able to work independently through straightforward tasks, but also able to recognize when to seek help
  
• Team oriented and confident in dealing with people at all levels within the organization, including parties outside of finance
  
• Familiarity with basic US GAAP and financial methods such as NPV, Break-even, CAGR analysis
  

Envestnet’s Summer Internship Program: 

Envestnet’s Summer Internship Program provides a paid, 10-week, full-time experience for qualified students to learn more about Envestnet and what we do. Interns will receive hands on exposure to the inner workings of their teams and functions.

The 2025 Summer Internship program will begin on June 9th, 2025, and will conclude on August 15th, 2025. All interns must be a commutable distance to an office location and will be expected to work in office.

Envestnet: 

• Be a member of a leading financial services and products innovation company 
  
• Competitive Compensation/Total Reward Packages that include:
  
  • Health Benefits (Health/Dental/Vision)
    
  • Paid Time Off (PTO) & Volunteer Time Off (VTO)
    
  • 401K – Company Match
    

Envestnet is an Equal Opportunity Employer.

Sponsorship is not available for this position.

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