Currently pursuing (with senior standing) or recently graduated with a bachelor's degree in Finance, Accounting, Business, Economics, or a related field.
Strong quantitative ability, demonstrated through academic coursework; prior internship experience in finance, accounting, or analytics is a plus rather than a requirement.
Strong working knowledge of Microsoft Excel, including formulas, data organization, and basic modeling principles.
Strong written, verbal, and interpersonal communication skills for cross-team work.
High attention to detail, organizational skills, eagerness to learn, and ability to work independently and collaboratively.
Protect assigned organizational assets and complete assigned security training.
Responsibilities
Assist in calculating, verifying, and processing monthly variable compensation payouts accurately and by payment deadlines.
Support communication with sales leaders and finance partners to review earnings, answer pay-related inquiries, and assist with compensation updates.
Work with the FP&A team to analyze key performance indicators, assist with financial forecasts, and track business metrics.
Use quantitative analysis to help solve business problems and prepare ad-hoc financial reports for finance leadership.
Protect sensitive compensation and payroll information, uphold data privacy and discretion, operate in alignment with policies and standards, and report security incidents.
Desired Qualifications
Interest or experience using modern artificial intelligence tools, such as Claude in Excel, to streamline analytical workflows.
Basic exposure to relational databases, SQL, or Snowflake for querying data.
Prior internship experience in finance, accounting, or analytics.
Job Description
The SVG Finance team is growing, and we are seeking a driven, detail-oriented Financial Analyst Intern (or Junior Financial Analyst) to join our Financial Planning and Analysis (FP&A) team. Operating at the intersection of Finance, Sales Operations, and HR, this role offers hands-on experience in corporate finance, focusing primarily on the timely, accurate, and efficient calculation and administration of variable compensation for our sales teams. This individual will also support broader FP&A functions through data analysis, KPI tracking, and ad-hoc financial reporting.
Key Responsibilities
Variable Compensation Support: Assist in calculating, verifying, and processing monthly variable compensation payouts, ensuring strict accuracy and adherence to payment deadlines.
Stakeholder & Sales Collaboration: Support cross-functional communication with sales leaders and finance partners to review earnings, answer pay-related inquiries, and assist with compensation updates.
FP&A Support & Data Analysis: Work alongside the FP&A team to analyze key performance indicators (KPIs), assist with financial forecasts, and track business metrics driving SVG’s outlook.
Ad-Hoc Analysis: Help solve business problems through quantitative analysis and build ad-hoc financial reports for finance leadership.
Data Integrity & Confidentiality: Uphold the highest standard of data privacy and discretion when working with sensitive compensation and payroll information.
Qualifications & Traits
Education: Currently pursuing (Senior standing) or recently graduated with a Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.
Experience: Prior internship experience in finance, accounting, or analytics is a plus, but academic coursework showing strong quantitative ability is welcomed.
Core Traits: High attention to detail, strong work ethic, organizational skills, and eagerness to learn. Must be a self-starter who works well both independently and in a collaborative team environment.
Communication: Strong written, verbal, and interpersonal communication skills for working across teams.
Technical Proficiency
Excel: Strong working knowledge of Microsoft Excel (familiarity with formulas, data organization, and basic modeling principles).
Preferred Skills (Nice-to-Have):
Interest or experience in using modern AI tools (e.g., Claude in Excel) to streamline analytical workflows.
Basic exposure to relational databases, SQL, or Snowflake for querying data.
Qualifications
Additional Information
Security Responsibilities:
Operating in alignment with policies and standards
Reporting Security Incidents Completing assigned training
Protecting assigned organizational assets
Spring Venture Group is an Equal Opportunity Employer
SmartConnect and Benepicks have partnered to integrate Medicare support into ICHRA platforms, addressing a gap that leaves employees aged 65 and older struggling with complex healthcare transitions. The collaboration embeds SmartConnect's "Medicare Intelligence Layer" into Benepicks' platform, providing Medicare-eligible employees with personalised consultations from licensed agents across all 50 states.
The partnership aims to simplify the transition process whilst reducing costs. Employees receive unbiased guidance on Medicare plans based on their doctors, prescriptions, and financial goals, using tax-free ICHRA allowances toward premiums. According to recent data, organisations using this approach average a 15% reduction in healthcare spending.
Both companies operate nationwide, with Spring Venture Group employing 1,100 people and Benepicks supported by over 120 licensed agents.
KANSAS CITY, Mo.--(BUSINESS WIRE)--Spring Venture Group (SVG), a leading Medicare insurance brokerage, has doubled down on its commitment to improving the Customer Experience (CX) by appointing Sarah Sampson as the organization's first-ever Chief Experience Officer (CXO). This strategic move underscores SVG's dedication to its customer-centered philosophy as a differentiator in the highly competitive Medicare landscape. Along with serving as a key member of Spring Venture Group’s executive team, Sarah will oversee the Customer Experience department which includes Brand Marketing, Customer Experience, Customer Success, Agency Operations, and the newly created Member Services team. Member Services: Helping Customers Maximize Their Coverage