Finance Process and Automation Intern

Job Family

Administrative Services

Job Description Summary

The Finance Process & Automation Intern will support the Finance Center of Excellence for Automation and Continuous Improvement (COE) team in improving operational efficiency through process documentation, data analysis, and exposure to automation tools. This internship offers hands-on experience in financial systems, reporting, automation development and support, and process improvement initiatives, providing a strong foundation for a career in finance or business operations.

Job Description

Key Responsibilities:

• Assist in documenting current finance processes and identifying opportunities for improvement.

• Support the preparation of financial reports and data validation tasks.

• Participate in testing and implementation of automation tools under the guidance of senior team members.

• Help trouble-shoot automation errors, updates to accounting tables and assist with system updates or data entry tasks.

• Collaborate with cross-functional teams to gather requirements and support project documentation.

• Attend team meetings and contribute to discussions on process improvement and automation.

• Assist with Lean and Six Sigma initiatives through new intake requests to improve quality, productivity, and cost-effectiveness.

• Develop and assist with metric reports and business cases for leadership by assisting with monitoring automation performance using KPIs and data analytics.

• Assist with design, configure, and deploy automation solutions using RPA, BPM, and other intelligent automation tools (e.g., UiPath, Unqork, AWS).

Learning Opportunities:

• Gain exposure to financial systems and enterprise reporting tools.

• Learn the basics of process mapping, automation platforms, and data analysis.

• Understand how finance teams contribute to broader business operations and decision-making.

• Develop professional communication, collaboration, and problem-solving skills.

• Learn through real-time examples and project work; planning, development, deployment processes following PMI project management guidelines.

Qualifications:

• Currently pursuing a bachelor’s degree in information systems, business analytics, or other analytical-type degree. Internships are not available for students who have completed their college education or who will graduate prior to the conclusion of the internship.

• Strong interest in financial systems, data analysis, and process improvement.

• Willingness to learn new technologies and work in a team-oriented environment.

• Strong attention to detail and organizational skills.

• Lean, Six Sigma training or understanding is helpful.

Technical Skills (Preferred but Not Required):

• Microsoft Excel: Basic to intermediate skills, including formulas, PivotTables, and charts.

• SQL: Exposure to querying databases or interest in learning.

• Data Visualization Tools: Familiarity with Power BI or Tableau is a plus.

• Automation Tools: Interest in Robotic Process Automation (RPA) platforms such as UiPath, Automation Anywhere, or Blue Prism, Alteryx.

• Process Documentation: Ability to create simple process flows or wireframes using tools like Visio.

• Reporting Tools: Exposure to or interest in learning enterprise reporting platforms, and Power BI

• Basic Programming Concepts: Understanding of logic, variables, and workflows is helpful but not required.

Working Conditions:

• Candidates must be able to work ~20 - 25 hours per week during the 14-week Spring internship program (late-January to early-May).

• Interns will work at the Transamerica office in Cedar Rapids, IA. Since this is a part-time internship, the in-office requirement would be once a week on Wednesday.

Compensation:

The salary for this position is $21.00 per hour.  Please note that the salary range is a good faith estimate for this position and actual starting pay is determined by several factors including qualifications, experience, geography, work location designation (in-office, hybrid, remote) and operational needs. Salary may vary above and below the stated amounts, as permitted by applicable law. Full-time interns will receive an intern allowance to cover costs of relocation including housing, mileage, and travel expenses.

Sponsorship:

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

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