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Financial Planning Analysis Intern Jobs in San Ramon, CA

Mariner

Intern, Financial Planning

Walnut Creek, CA · On-site

$17.25 - $22.25/hr

The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra ... solid analytical and problem-solving abilities. • Comfortable contributing ideas in group ...

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Financial Planning Analysis Intern information

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How much do financial planning analysis intern jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for financial planning analysis intern in San Ramon, CA is $22.19, according to ZipRecruiter salary data. Most workers in this role earn between $19.09 and $25.00 per hour, depending on experience, location, and employer.

What does a Financial Planning Analysis Intern do?

A Financial Planning Analysis (FP&A) Intern supports the finance team in analyzing financial data, creating reports, and assisting with budgeting and forecasting. They help gather and interpret financial information to give insights into company performance and trends. Typically, their tasks include preparing financial models, reviewing variances from budgets, and working with spreadsheets and presentation tools. This role is a great way to gain hands-on experience in corporate finance and understand how financial decisions are made within a business environment.

What types of projects and tasks can a Financial Planning Analysis Intern expect to work on during their internship?

As a Financial Planning Analysis Intern, you can expect to assist with budgeting, forecasting, and financial reporting activities. Interns often help analyze financial data, prepare variance analyses, and support month-end closing processes. You may also collaborate with cross-functional teams, such as accounting or business operations, to gather data and provide insights that inform decision-making. These experiences offer valuable exposure to financial modeling and can build foundational skills for a career in finance.

What are the key skills and qualifications needed to thrive as a Financial Planning Analysis Intern, and why are they important?

To thrive as a Financial Planning Analysis Intern, you need a solid grasp of accounting principles, financial modeling, and data analysis, usually supported by coursework in finance, accounting, or a related field. Familiarity with Microsoft Excel, financial reporting software, and sometimes ERP systems like SAP is typically required. Strong attention to detail, analytical thinking, and effective communication skills help interns excel in this role. These skills are crucial for producing accurate financial insights, supporting decision-making, and contributing to a company's strategic planning.

What are the most commonly searched types of Financial Planning Analysis jobs in San Ramon, CA?

The most popular types of Financial Planning Analysis jobs in San Ramon, CA are:

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What cities near San Ramon, CA are hiring for Financial Planning Analysis Intern jobs?

Cities near San Ramon, CA with the most Financial Planning Analysis Intern job openings:

Financial Planning Analysis Intern jobs near you
Infographic showing various Financial Planning Analysis Intern job openings in San Ramon, CA as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $46,152 per year, or $22.2 per hour.

Senior Associate, Financial Planning & Analysis

GoodLeap

San Francisco, CA

$125K - $150K/yr

Full-time

Re-posted 17 days ago

GoodLeap rating

8.3

Company rating: 8.3 out of 10

Based on 13 frontline employees who took The Breakroom Quiz

Job description

About GoodLeap:
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018.
 
GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.

The Senior Associate of Financial Planning & Analysis is a hands-on contributor to GoodLeap's consolidated financial planning, forecasting, and reporting cycles. This role owns regular deliverable production across budgeting, forecasting, variance analysis, and management reporting - working across business units and partnering with Finance leadership to translate financial results into actionable insights. The Senior Associate maintains alignment between GAAP and management reporting, ensures data integrity across Workday Financials through to implementation of Adaptive Planning, and supports continuous improvement of the models and processes that underpin financial decision-making.
 
The Senior Associate is accountable for the quality and integrity of all routine reporting outputs, including monthly and quarterly close packages, board materials, and executive presentations and is expected to operate with a high degree of independence on recurring workstreams, enabling Finance leadership to focus on analysis and strategic decision support.
Essential Job Duties and Responsibilities:
  • Budgeting & Forecasting: Support the annual budget build across business units, including model maintenance, BU coordination, and consolidation; support quarterly reforecast cycles and long-range planning activities.
  • Monthly & Quarterly Reporting: Prepare and maintain recurring close reporting packages across business units with a standard of accuracy and completeness that requires minimal senior review; support Finance leadership in summarizing results and preparing materials for executive leadership and Board presentations, producing polished, leadership-ready outputs that are factually tight and clearly structured.
  • Ad Hoc Analysis: Respond to business-driven analytical requests across topics such as headcount, production, and operational performance; synthesize findings into clear outputs for Finance leadership and business stakeholders.
  • Systems & Process: Support the buildout of Workday financial reporting capabilities to support BU finance partners and the implementation of Adaptive Planning; maintain data integrity, hierarchies, and tie-outs across financial systems. Optimize data structure and reporting production work flows to scale with the business and enhance efficiency, while maintaining quality. Proactively identify opportunities to automate recurring manual processes (e.g., data pulls, formatting, reconciliations) using tools such as Power Query, Excel macros, or AI-assisted scripting.
Required Skills, Knowledge and Abilities:
  • Bachelor's degree in finance, accounting, economics, or related field required
  • 4-6 years of progressive experience in FP&A or a combination of FP&A and corporate or public accounting
  • Fintech or banking industry experience preferred
  • MBA, CPA, or CFA a plus
  • Advanced Excel skills including complex formulas, financial modeling, and pivot tables; Power Query a plus
  • Experience with Workday Financials and/or Adaptive Planning is a plus
  • Strong understanding of corporate finance, GAAP, and management reporting concepts
  • Experience working with large datasets and across multiple systems; basic to intermediate SQL a plus
  • Familiarity with BI tools such as Tableau or Power BI a plus
  • Detail-oriented with strong data integrity discipline and a systematic approach to model tie-outs and reconciliations
  • Ability to synthesize financial results into clear written narratives and leadership-ready summaries
  • Comfortable managing multiple deliverables under tight close deadlines in a fast-moving environment
  • Demonstrated curiosity about and experience applying AI tools (e.g., Claude, Copilot) to automate or accelerate recurring FP&A workflows such as variance commentary, data preparation, or report drafting; willingness to champion adoption across the team
Compensation: $125,000 - $150,000 annually, plus bonus
 

Additional Information Regarding Job Duties and Job Descriptions:

Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you!  Apply today!

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