Intern - Finance Analyst

Job Summary

The Finance Analyst Intern will work closely with other Finance Analysts on the development, analysis and production of financial management reporting for UFCU, in order to assess UFCU’s current and planned business activities to determine their impact to enterprise performance and profitability.

The 12-week internship program begins May 26, 2026 through August 14, 2026.

About UFCU

Our Credit Union was founded in 1936 and has grown to serve members throughout Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures.

In pursuit of our aspiration that UFCU is loved by millions of Members and built to thrive for generations, we are guided by our values:

Purposefully Member-Obsessed

We are driven by a profound sense of empathy to deeply understand our Members’ needs and preferences, what brighter futures means to them, and the obstacles in their way. We act in our Members’ best interests, forever seeking to empower their financial success.

Possibilities Reimagined

We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights.

Performance Excellence Rooted in Unwavering Integrity

We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration.

Essential Functions

• Project work to develop financial reporting materials for management to assess profitability and performance
• Data-driven research into business trends and identifying possibilities for improving business performance
• Assisting with the development of financial models to forecast business performance and profitability
• Performs other duties as assigned
• Adheres to all company policies, procedures and business ethics codes
• Completes required regulatory Training as assigned
• Maintains strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations

Knowledge/Skills/Abilities

Knowledge

• Knowledge of financial statement analysis and financial performance measurement techniques
• Understanding of accounting principles
• Ability to work with data, including organization of data and statistical analysis techniques
• Experience working with data analysis tools such as Power BI, Tableau, Qlik or similar

Skills

• Superior communication skills with the ability to:
  • Effectively listen to others
  • Articulate understanding and explain complex information succinctly
  • Possess high-level of analytical acuity and intellectual curiosity
• Financial analysis skills, including modeling in Excel
• Strategic thinking and organizational skills

Abilities

• Adept at maintaining effective relationships with internal departments, senior managers and external auditors, regulatory agencies and others key stakeholders.
• Ability to maintain effective relationships with internal departments and external auditors, regulatory agencies, and others

Experience

Minimum Requirements

• Currently enrolled as a full-time student with accredited institution, pursing degree in Accounting, Finance, Data Science or similar subject
• Minimum of 12 completed academic hours

Physical Demands

The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear.
• Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus.
• Employee will make use of the telephone requiring the ability to effectively and accurately explain complex information.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

• This position is required to work frequently onsite at UFCU Plaza in Austin, Texas.
• This position may involve periodic stressful conditions.
• May occasionally require an adjusted work schedule, overtime, and evening/weekend hours.
• Public contact position, requiring appropriate professional appearance.
• Frequent computer use at a workstation of up to two hours at a time.
• The noise level in the work environment is usually quiet.