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Financial Planning Analysis Intern Jobs in Santa Rosa, CA

Kodiak

Finance Manager

Bodega Bay, CA

$140K - $155K/yr

In this role you will wear many hats, and be excited to support FP&A, investor relations, corporate development and strategy and business operations. The right person for this role has a flexible ...

Bankers Life

Financial Services Professional

Sonoma, CA · On-site

$19K/yr

Personal Planning Analysis - Asset & Income Protection - Investment & Advisory Services - Trust Services - Wealth Management - Retirement Planning As a Bankers Life Financial Services Professional ...

ProSearch Recruiting Group

Director Finance

Napa, CA · On-site

$160/hr

... range financial planning Provide financial analysis and strategic recommendations to ownership and senior leadership Oversee inventory accounting, cost accounting, and COGS analysis specific to ...

BPM LLP

Assurance Intern (January 2027)

Santa Rosa, CA · On-site

$30 - $35/hr

Assurance Intern ( ) BPM - where caring and community is in our company DNA; we are always striving ... you how to analyze financial statements and related disclosures to identify any material ...

BPM LLP

Assurance Intern (January 2027)

Santa Rosa, CA · On-site

$30 - $35/hr

Assurance Intern ( ) BPM - where caring and community is in our company DNA; we are always striving ... you how to analyze financial statements and related disclosures to identify any material ...

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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 Sep 8, 2026, the average hourly pay for financial planning analysis intern in Santa Rosa, CA is $21.71, according to ZipRecruiter salary data. Most workers in this role earn between $18.65 and $24.42 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 Santa Rosa, CA?

The most popular types of Financial Planning Analysis jobs in Santa Rosa, CA are:

What are popular job titles related to Financial Planning Analysis Intern jobs in Santa Rosa, CA?

For Financial Planning Analysis Intern jobs in Santa Rosa, CA, the most frequently searched job titles are:

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Financial Planning Analysis Intern jobs near you

Associate Financial Advisor - Sonoma, CA

Edward Jones Careers

Santa Rosa, CA • On-site

Full-time

Posted 28 days ago

Edward Jones rating

8.0

Company rating: 8.0 out of 10

Based on 258 frontline employees who took The Breakroom Quiz

75th of 154 rated financial services

Job description

There's power in partnership. It's how we work - and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater - and right now, qualified financial advisors are in short supply. If you're a driven professional ready to build something meaningful, this is your moment to step into a career with real impact, firm-wide support and long-term growth potential.
As an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. In partnership with the financial advisor, you'll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice's overall business outcomes.
What you'll do 
  • Build and deepen client relationships by supporting discovery conversations, gathering key financial information, and helping advance personalized financial plans aligned with client goals and priorities
     
  • Support comprehensive financial planning by preparing analysis, modeling scenarios, and helping align investments to client goals, life events, and longterm priorities
     
  • Guide portfolio strategy and implementation by researching performance, allocation, and costs; preparing proposals; and supporting investment adjustments in alignment with suitability and firm guidance
     
  • Partner with the financial advisor and practice team to deliver ongoing financial planning, including monitoring progress, preparing reviews, and adjusting strategies as client needs evolve
     
  • Contribute to client and practice growth by supporting outreach, referrals, and community engagement that introduces clients to a relationshipbased financial planning experience

What Edward Jones employees say

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Hours and flexibility

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