INTERN-Financial Planning & Analysis

Angel Oak Mortgage Solutions is actively seeking a Summer Intern in Financial Planning and Analysis! The FP&A Intern will support the Finance team in financial planning, forecasting, and management reporting activities within a fast-paced mortgage banking environment.

This role is designed for students seeking hands-on experience in corporate finance, financial analysis, and executive-level reporting. The intern will gain practical exposure to budgeting, forecasting, and performance analysis while supporting ad hoc projects and strategic initiatives at Angel Oak Mortgage Solutions.

Key Responsibilities

• Support budgeting, forecasting, and financial planning activities
• Build and maintain Excel-based financial models related to revenue, expenses, headcount, and profitability
• Prepare PowerPoint presentations for senior management and executive review
• Perform variance analysis comparing actual results to budget and forecast
• Analyze financial and operational data to identify trends and performance drivers
• Compile, validate, and reconcile data from multiple internal systems
• Track and report key performance indicators (KPIs)
• Support ad hoc financial analyses and special projects as assigned
• Maintain organized documentation and analytical support in accordance with internal controls

What You’ll Gain

• Hands-on experience in FP&A within a mortgage banking organization
• Exposure to executive-level financial analysis and decision-making
• Advanced, real-world use of Excel and PowerPoint
• Mentorship from experienced finance professionals
• Insight into career paths within finance and strategy

Future Opportunities

Based on business needs and individual performance, there may be an opportunity for a full-time position or an ongoing part-time internship following the conclusion of the summer internship.

Intern Qualifications

• Currently pursuing a Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field
• Completed or currently enrolled in coursework in financial analysis, finance, or accounting
• Very strong proficiency in Microsoft Excel, including advanced formulas, pivot tables, and financial modeling
• Very strong proficiency in Microsoft PowerPoint, including creation of executive-ready presentations
• Strong analytical, organizational, and communication skills
• Ability to handle confidential financial information responsibly
• Ability to work in a deadline-driven, in-person office environment

Preferred Qualifications

• Interest in mortgage banking or financial services
• Exposure to budgeting, forecasting, or management reporting concepts
• Familiarity with reporting or data visualization tools (e.g., Power BI)