Demo

FP&A Intern

INDEPENDENT ADMINISTRATIVE SERVICES, LLC
Clearwater, FL Intern
POSTED ON 2/12/2025
AVAILABLE BEFORE 4/12/2025

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

This position will support the FP&A team in month-end tasks and ad hoc reporting such as trend analysis. Training and mentoring will be provided on a daily basis with a goal of building a strong base with which to transition into full-time work in FP&A.

Job Description

Job Description

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Understand the type of data being collected and how it relates to revenue
  • Question data that looks incomplete or inconsistent with current trends
  • Routine periodic reporting to management on performance data and impact
  • Investigate methods and processes around gathering sales data and recording to the general ledger
  • Develop strong working relationships with various individuals in accounting and operations

QUALIFICATIONS:

  • Bachelor’s degree in Accounting or Finance in progress
  • Strong attention to detail
  • Skilled in Excel – able to use tools and shortcuts to work efficiently and effectively with comfort building new sheets, auditing existing workbooks, and updating/improving files
  • Knowledge/learning GAAP and financial principles
  • Ability to effectively communicate across departments.
  • Solid integrity and work ethic

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