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Finance Intern (AI-Native - Hybrid)

Are you looking to join a team where “corporate values” aren’t just words on the website but instead are the genuine beliefs of the team? Where the people are smart, hardworking, fun, and loving? A place where the talk is walked?

That’s Kasasa! There are 4 values that define our company culture – Interdependence, Empowered Ownership, Badassitude, and Love – Together these values form THE PATCH. Elevate is the wrapper around the whole Patch reminding us to seek the “highest form” of our values.

If you feel that our company values align with your own, please apply! If you don’t, we encourage you to find a company whose values do!

Our values are a living commitment to one another. It defines everything we do, including how we build products, serve our clients, plan for the future, and work together. It is our uncompromising promise to one another, our communities, and our clients.
  • Interdependence - Only team wins count. I take responsibility for my team’s success. My Team is Kasasa. I hold my shield for all of us.
  • Empowered Ownership - I know my goals. If they’re to be, it’s up to me.
  • Badassitude - I am passionate about what I do because I understand why it matters. I will courageously face challenges, seeing each one as a steppingstone toward growth.
  • Love - We boldly bring love to the workplace and the world.
  • ELEVATE - I CREATE THE HIGHER POSSIBILITY.
ONLY THE BADASS NEED APPLY!

We’re looking for much more than qualified applicants! We’re looking for people who “relentlessly give a sh!t” (Or “RGAS” for short; this is a component of our Badassitude value)! e want individuals who will courageously face challenges. We don’t settle for good enough. At Kasasa, we have the determination, grit, and hustle to create excellence.

Kasasa’s mission is to inspire and elevate community financial institutions to be the source for love and financial wellbeing in their communities. Kasasa employees (Spartans) are passionately dedicated to this mission and lead the way – sharing our “love” with the world – through our words and actions – via community service and outreach. Expect to get involved and make an impact if you expect to be a Spartan.

As Spartans once did, we stand together and inspire others to join us in our mission. Stronger together and united by core values, we are more than a team. We are a Phalanx!

The purpose of this position description is to serve as a general summary and overview of the major duties and responsibilities of the job. It is not intended to represent the entirety of the job, nor is it intended to be all-inclusive. Therefore, the position may be required or requested to perform for Kasasa other work duties not specifically listed herein. Management reserves the right to modify, defer, or rescind this position description at any time, with or without prior notice.

Role Overview
We are seeking a highly motivated Finance Intern who is AI-native—comfortable leveraging modern AI tools and automation to enhance financial analysis, reporting, and decision-making. This role is ideal for someone who blends strong financial fundamentals with curiosity about emerging technologies like generative AI, data automation, and intelligent forecasting.

ESSENTIAL FUNCTIONS (Responsibilities)
  • Infuses the Patch Values into your work ethic, every day and every interaction
  • Assist in financial planning, budgeting, and forecasting processes
  • Analyze financial data and create reports to support business decisions
  • Build and maintain financial models using spreadsheets and AI-assisted tools
  • Automate repetitive finance workflows using AI tools (e.g., data extraction, report generation)
  • Support variance analysis and identify trends, risks, and opportunities
  • Collaborate with cross-functional teams (operations, product, strategy)
  • Prepare presentations and dashboards for leadership review
  • Research market trends, competitors, and industry benchmarks
  • Other duties as assigned.
AI-Native Expectations
  • Use AI tools (e.g., ChatGPT, Excel Copilot, Python-based tools) to improve efficiency and insight generation
  • Experiment with automation in financial reporting and analysis
  • Apply prompt engineering or workflow design to solve finance-related problems
  • Demonstrate critical thinking when validating AI-generated outputs
  • Stay up to date with emerging AI applications in finance
POSITION REQUIREMENTS (Qualifications)
  • Currently pursuing a degree in Finance, Accounting, Economics, Data Science, or a related field
  • Strong analytical and quantitative skills
  • Proficiency in Excel or Google Sheets; familiarity with financial modeling
  • Exposure to AI tools, scripting (Python), or data visualization tools is a plus
  • Excellent communication and presentation skills
  • Detail-oriented with strong organizational abilities
  • Mually allowed to work in the U.S.
  • Kasasa values the importance of flexibility and collaboration. We offer a hybrid work model where you'll join us in the office for at least three full workdays each week, allowing for meaningful in-person connections and teamwork. The remaining two days offer the option to work remotely, providing you with the balance and autonomy to excel in your role.
  • You will be asked to participate in culture related meetings, activities, and events. We firmly believe that building culture and teamwork in a company requires extra intentionality, and thus your participation and engagement isn’t just encouraged - it is required and part of your role responsibilities.
Preferred Skills
  • Experience with SQL, Python, or BI tools (Tableau, Power BI)
  • Familiarity with financial systems (ERP, budgeting tools)
  • Understanding of automation workflows or APIs
  • Interest in fintech or digital transformation

PHYSICAL REQUIREMENTS
  • Sitting for extended periods of time; approximately 5-6 hours per day
  • Simultaneous use of hand, wrist and fingers
  • Daily operation of standard office equipment
  • Frequent use of oral communication to perform work
  • Lifts and moves 7-10 pounds occasionally

Are you ready to join an amazing group of people who genuinely love their jobs in an environment that inspires greatness?
We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, ancestry, national origin, citizenship status, gender, gender identity, pregnancy, sexual orientation, transgender status, marital status, religion, creed, age, physical or mental disability, results of genetic testing, genetic information, past, present or prospective service in the military, or any other characteristic or activity protected by federal, state, or local law.

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