Summer Intern - Finance Analytics
PenFed Credit Union, Mc Lean, VA, United States
PenFed is hiring a Summer Intern - Finance Analytics to work onsite at our Tysons, Virginia location. We are looking for a Finance Intern to analyze the financial impact of marketing initiatives and evaluate revenue and cost factors. This role connects marketing results with key consumer banking profitability elements, offering insights to improve member engagement and portfolio growth while considering revenue and cost to optimize Loan or Deposits products’ performance. The intern will work closely with Marketing, Product, and Finance teams to brainstorm ideas, create an analytics framework, develop sensitivity scenarios, and refine key assumptions for effective campaigns and real-world profitability evaluations.
Internship Information
June 1, 2026 – August 14, 2026
Will require office presence Monday – Friday
Equivalent combination of education and experience is considered.
Currently enrolled full-time in a four-year program with an accredited institution.
Proficiency in Microsoft Office Suite.
Must have strong written and verbal communication skills.
Must be able to problem solve.
Must be able to work collaboratively in a team environment.
Must have creative, analytical and critical thinking skills.
Must have a competitive GPA/demonstrate a strong work ethic.
Experience using A.I. tools preferred.
Supervisory Responsibility
This position will not supervise employees.
Licenses and Certifications
There are no additional certifications required.
Work Environment
While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.
Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.
Travel
Local travel to various worksites is not required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties, and the position will perform other duties as assigned.
Assist with loan and deposits origination forecasting. This involves tracking actuals, creating forecasts, analyzing potential scenarios, and supporting the financial planning process.
Gather and organize financial data. Work with large datasets, using tools like Excel to organize and analyze information.
Analyze trends and patterns in financial data. Identify key insights and present findings to the product and finance teams.
Monitor and evaluate customer lifetime value (CLTV) trending, and share findings with product, risk, finance, and marketing teams.
Measure Loans and/or Deposits marketing campaign effectiveness, by leveraging data from various sources (internal and external) to track key performance indicators (KPIs) and assess the success of different marketing campaigns.
Identify Consumer Banking revenue growth and cost savings opportunities. Analyze expenses to explore areas for cost reduction and potential drivers for revenue growth. Communicate insights and recommendations to senior leadership.
Support other finance team members, working with Consumer Banking business/functional leaders to conduct marketing campaign analysis and monthly current estimation forecast.
Perform market research and competitive benchmarking.
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Internship Information
June 1, 2026 – August 14, 2026
Will require office presence Monday – Friday
Equivalent combination of education and experience is considered.
Currently enrolled full-time in a four-year program with an accredited institution.
Proficiency in Microsoft Office Suite.
Must have strong written and verbal communication skills.
Must be able to problem solve.
Must be able to work collaboratively in a team environment.
Must have creative, analytical and critical thinking skills.
Must have a competitive GPA/demonstrate a strong work ethic.
Experience using A.I. tools preferred.
Supervisory Responsibility
This position will not supervise employees.
Licenses and Certifications
There are no additional certifications required.
Work Environment
While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.
Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.
Travel
Local travel to various worksites is not required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties, and the position will perform other duties as assigned.
Assist with loan and deposits origination forecasting. This involves tracking actuals, creating forecasts, analyzing potential scenarios, and supporting the financial planning process.
Gather and organize financial data. Work with large datasets, using tools like Excel to organize and analyze information.
Analyze trends and patterns in financial data. Identify key insights and present findings to the product and finance teams.
Monitor and evaluate customer lifetime value (CLTV) trending, and share findings with product, risk, finance, and marketing teams.
Measure Loans and/or Deposits marketing campaign effectiveness, by leveraging data from various sources (internal and external) to track key performance indicators (KPIs) and assess the success of different marketing campaigns.
Identify Consumer Banking revenue growth and cost savings opportunities. Analyze expenses to explore areas for cost reduction and potential drivers for revenue growth. Communicate insights and recommendations to senior leadership.
Support other finance team members, working with Consumer Banking business/functional leaders to conduct marketing campaign analysis and monthly current estimation forecast.
Perform market research and competitive benchmarking.
#J-18808-Ljbffr