Financial Valuation Intern | Spring 2027 at CBIZ

#LI-EC1 #LI-Remote

Essential Functions and Primary Duties

• Assist with preparation of the information documents and client presentations

• Perform analysis using department specific templates

• Maintain and update data on market trends, competitor analysis and other business intelligence

• Perform administrative functions including client communication, setting up and managing client project files, etc.

• Utilizing in-house software and Microsoft Suite (Word, Excel and Outlook preferred)

Preferred Qualifications

• You are currently enrolled in a bachelor’s program studying a form a business, preferably finance. You enjoy working in a team environment.

• You have basic Microsoft Office skills

• You have time management skills and the ability to multi-task

• You are interested in the finance and accounting industry

Minimum Qualifications

• Working towards a Bachelor's degree
• Excellent interpersonal, analytical, research and project management skills
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
• Ability to multi-task, think independently and problem solve in a results driven team oriented environment
• Strong verbal and written communications skills
• Strong computer and technical skills including, Microsoft Office Suite, Outlook, intranet and audit software