Financial Planning and Analysis Intern - Summer 2025

MarshBerry is growing! We are seeking a Financial Planning & Analysis (“FP&A”) Intern to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

Job Details

Position Summary:

MarshBerry is currently seeking an FP&A Intern for our corporate office in Beachwood, OH.  The primary responsibility of the FP&A Intern will be to support the Finance Department with financial analysis, reporting and forecasting.  The position is a full-time (40 hours/week), temporary position for the summer.  

Responsibilities:

• Reviews financial results and assists with evaluating actual net revenue and EBITDA against budget.
• Contributes to the preparation of the monthly financial reporting package and monthly and quarterly business review packages.
• Performs financial modeling with current actuals and CRM-based dashboard reporting to develop updates to the monthly, quarterly, and annual forecasts.
• Completes ad-hoc analyses to address existing and evolving business unit needs.
• Assists the Accounting Department with accounts receivable/payable review and expense reporting as needed.
• Cultivates and maintains effective relationships with all the teams across the organization that can directly or indirectly lead to revenue generation for all MarshBerry services.
• Other special projects, tasks, or duties as assigned.

Selection Criteria

Education & Experience:

• Candidates pursuing a Bachelors Degree in Business, Finance or Accounting preferred.
• Proficiency in Microsoft Excel and other software programs.

Other:

• Strong communication and analytical skills.
• Ability to handle sensitive information and maintain confidentiality.

Working at MarshBerry

Who We Are:

MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

What We Do:

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has been recently awarded the following:

• Crain’s Best Employers in Ohio
• The Nation’s Best and Brightest in Wellness
• North Coast 99
• Top Work Places – The Plain Dealer
• Weatherhead 100
• West Michigan’s Best and Brightest Companies to Work for

To learn more about MarshBerry, visit www.marshberry.com.

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.