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Planning Analyst Intern Jobs in Ohio (NOW HIRING)

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Planning Analyst Intern information

What does a planning analyst intern do?

A Planning Analyst Intern supports the planning and analysis functions of an organization, often within departments such as finance, operations, or supply chain. Their tasks typically include collecting and analyzing data, preparing reports, assisting with forecasting and budgeting, and helping identify trends or areas for improvement. Through this role, interns gain hands-on experience with analytical tools and processes, contribute to strategic projects, and develop skills valuable for future careers in data analysis or business planning.

What are the key skills and qualifications needed to thrive as a planning analyst intern?

To thrive as a Planning Analyst Intern, you need strong analytical skills, proficiency in data analysis, and a solid understanding of business or supply chain principles, often supported by progress toward a relevant degree. Familiarity with tools like Microsoft Excel, Power BI, and enterprise resource planning (ERP) systems is typically required. Attention to detail, strong communication, and the ability to work collaboratively help an intern stand out in this role. These skills ensure accurate data-driven recommendations, effective teamwork, and valuable support for organizational planning processes.

What types of projects and responsibilities can I expect as a planning analyst intern?

As a Planning Analyst Intern, you can expect to work on projects involving data collection, market research, and analysis to support business planning decisions. Your daily responsibilities may include preparing reports, interpreting trends, and assisting with the development of forecasts under the guidance of senior analysts. You'll likely collaborate with cross-functional teams, such as finance, operations, and supply chain, to gather insights and ensure alignment with organizational goals. This role offers valuable exposure to real-world business challenges and the opportunity to develop analytical and problem-solving skills in a supportive team environment.

What is the difference between Planning Analyst Intern vs Planning Analyst?

AspectPlanning Analyst InternPlanning Analyst
Required CredentialsTypically pursuing or recent graduate with a degree in business, finance, or related fieldBachelor's degree often required; some roles prefer or require a master's degree
Work EnvironmentInternship setting, often part-time or seasonal, in corporate or consulting firmsFull-time professional role within organizations, focusing on data analysis and planning
Employer & Industry UsageUsed in companies across finance, manufacturing, and consulting sectors for entry-level trainingCommon in corporate planning, supply chain, and financial departments

The Planning Analyst Intern role is an entry-level, temporary position designed for students or recent graduates gaining industry experience. In contrast, the Planning Analyst is a full-time professional position requiring more experience and responsibility. Both roles focus on data analysis and planning but differ significantly in scope, experience, and career progression.

What cities in Ohio are hiring for Planning Analyst Intern jobs?

Cities in Ohio with the most Planning Analyst Intern job openings:

Planning Analyst Intern jobs near you

Intern, Financial Planning - Cincinnati

Mariner

Cincinnati, OH • On-site

$22/hr

Internship

Posted 4 days ago

Key responsibilities

  • Assist in servicing clients through client onboarding, meeting preparation, and financial plan creation.

  • Support client service activities such as account maintenance and data management using financial planning and CRM software.

  • Participate in team discussions and follow-up tasks to improve client service and business development.

Job description

Job Summary:
The Intern, Financial Planning will assist our staff members in servicing high net worth and ultra high net worth clients through holistic financial planning and client relationship support. This position provides the opportunity to develop foundational advisory, consultative, communication and EQ, and business development skills through hands-on experience supporting advisors through client onboarding, meeting preparation, and the creation of financial plans, and delivery of exceptional client experience.
Essential Duties and Responsibilities:
• Support client onboarding by preparing and processing necessary paperwork.
• Assist in scheduling client meetings and developing clear, engaging materials to explain financial concepts.
• Observe client meetings (where appropriate) to gain firsthand experience in how advisors build relationships and solve client challenges.
• Participate in client meeting follow-up tasks including documentation, research, and solution development.
• Contribute ideas during team discussions on improving client service and business development opportunities.
• Support client service activities, including account maintenance and money movement processes.
• Use financial planning and CRM software to assist with plan development and data management.
• Assist with data entry, plan modeling, and compiling plan deliverables.
• Collaborate with team members on special projects and client service initiatives.
Required Education and Experience:
• Pursuing a bachelor's or master's degree with an expected graduation date within 12 months of the start of the internship
• Demonstrated leadership experience through work or extracurricular activities
Preferred Education and Experience:
• Major in wealth management, financial planning, finance, or a related field.
• Interest in pursuing a client-facing advisory career, with a focus on business development and relationship management.
Skills:
• Strong customer service orientation.
• Excellent organizational and time management skills.
• Detail-oriented with solid analytical and problem-solving abilities.
• Comfortable contributing ideas in group settings.
• Clear and professional written and verbal communication.
• Ability to communicate complex topics in a simple, relatable way.
• Curiosity and eagerness to learn about financial markets, planning strategies, and client motivations and decision-making.
• Proficient in Microsoft Word and Excel, with a willingness to learn financial planning tools and CRM systems.
Supervisory Responsibilities:
• None
Physical Demands/Requirements:
The physical demands described here are representative of those requirements employees must meet to perform the essential functions of this job with or without reasonable accommodations. While performing job functions the employee is regularly required to sit, stand, write, review and type reports, compile data, operate a pc, communicate, listen, and assess information. The employee may move about the office complex, may travel to other office locations and may lift, push, pull or move 10 - 15 pounds. Visual requirements include distant, close and color vision, and ability to adjust focus.
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, photocopiers and smartphones. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Travel Requirement:
None
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
EOE M/F/D/V

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