Entry Level Financial Planner Jobs in Boston, MA

Industry/Sector

Not Applicable

Specialism

Financial Due Diligence

Management Level

Intern/Trainee

Job Description & Summary

At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals.
Those in financial due diligence at PwC will focus on providing strategic advice and business diligence services to clients in their mergers, acquisitions and divestitures. You will be responsible for analysing financial information focusing on quality of earnings and assets, cash flows and other key client deal issues.
Driven by curiosity, you are a reliable, contributing member of a team. In our fast-paced environment, you will have the chance to work on a variety of assignments, each presenting varying challenges and scope. Every experience is an opportunity to learn and grow. You are encouraged to ask questions, take initiative, and produce quality work that adds value for our clients and contributes to our team's success. During your time at the Firm, you start to establish your personal brand, paving the way to more opportunities.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
Apply a learning mindset and take ownership for your own development.
Appreciate diverse perspectives, needs, and feelings of others.
Adopt habits to sustain high performance and develop your potential.
Actively listen, ask questions to check understanding, and clearly express ideas.
Seek, reflect, act on, and give feedback.
Gather information from a range of sources to analyse facts and discern patterns.
Commit to understanding how the business works and building commercial awareness.
Learn and apply professional and technical standards (e.g. refer to specific PwC tax and audit guidance), uphold the Firm's code of conduct and independence requirements.
The Opportunity
As a Deals
- Financial Due Diligence Intern, you will engage in the dynamic world of financial analysis, gaining hands-on experience in evaluating financial statements and understanding the financial health of businesses. You will be part of a team that plays a crucial role in mergers and acquisitions, providing valuable insights into financial trends and assisting in the valuation of potential business opportunities. This role offers a unique chance to delve into financial forecasting, investment valuation, and business performance metrics, equipping you with a comprehensive understanding of the finance industry.
As an Intern, you will support teams and participate in projects, focusing on learning and gaining exposure to PwC's practices. You will perform basic tasks and conduct research while observing professional work environments and learning about developing your personal brand. In this role at PwC, you will be part of the Financial Due Diligence team, where you will engage in financial forecasting, investment analysis, and business valuations. This is an opportunity to develop your skills and gain valuable insights into the financial sector, including banking, investment, insurance, and financial services. You will be encouraged to ask questions, take initiative, and contribute to the success of our team, setting the foundation for your future career in finance.
Responsibilities
- Supporting teams in conducting financial due diligence for mergers and acquisitions
- Participating in the analysis of financial statements to assess business health and performance
- Assisting in the preparation of financial models to evaluate potential investment opportunities
- Observing and learning about market trends to provide insights for deal management
- Contributing to the evaluation of earnings quality and industry trend analysis
- Engaging in cost accounting tasks to understand the financial implications of business decisions
- Collaborating with team members to perform business valuations and merger accounting
- Gathering information to aid in financial forecasting and planning activities
- Applying financial advising skills to support client engagements and strategic initiatives
- Developing an understanding of financial economics and corporate finance principles
What You Must Have
- Currently pursuing or have completed a Bachelor's degree
- Client service intern positions are entry-level roles intended for job seekers who are in their third year of a four-year degree program or fourth year of a five-year program at the time of application. Winter internships typically occur during the spring semester preceding the student's final year of school Summer internships typically take place during the summer preceding the student's final year of school
What Sets You Apart
- Preference for one of the following fields of study: Accounting, Accounting & Finance, Accounting & Technology
- Preference for a 3.3 overall GPA
- Demonstrating knowledge in financial statement analysis and industry trend analysis
- Participating in financial due diligence and merger accounting projects
- Supporting deal management and acquisitions with analytical skills
- Engaging in financial advising and business valuations activities
-Leveraging AI to create efficiencies, innovate ways of working and deliver distinctive outcomes

Travel Requirements

Up to 80%

Job Posting End Date

September 26, 2026The salary range for this position is: $29.25 - $48.00. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws.As PwC is anequal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.Learn more about how we work: https://pwc.to/how-we-workFor only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.