Engagement Services Intern | Spring 2027

#LI-AL1 #LI-Onsite

Essential Functions and Primary Duties

• Assist with transforming and formatting client-provided data (e.g., PDFs, exports, or raw files) into Excel or other usable formats for audit and advisory teams.
• Support journal entry testing by organizing, cleaning, and analyzing financial data according to defined procedures.
• Work with the Engagement Services team to solve data-related challenges by applying logic, efficiency, and process improvement techniques.
• Contribute to efficiency projects by identifying ways to automate or streamline repetitive tasks through Excel functions, formulas, or analytics tools.
• Provide clear documentation of steps taken and communicate solutions effectively to team members and requestors.
• Gain exposure to technology-enabled auditing and IT audit concepts while supporting firmwide service requests.
• Perform research and participate in problem resolution
• Other responsibilities as assigned

 

Preferred Qualifications

• Pursuing a degree in Math, Theory of Mathematics, Accounting, Finance, Information Systems, Data Analytics, or related field.
• Strong proficiency in Microsoft Excel, including use of formulas, pivot tables, and data formatting.
• Interest in process improvement, efficiency, and problem-solving.
• Comfortable working with large or complex data sets; prior exposure to data analysis tools (e.g., Power BI, Alteryx, or similar) is a plus.
• Strong communication skills with the ability to explain solutions clearly to both technical and non-technical team members.
• Detail-oriented with the ability to manage multiple requests in a deadline-driven environment.
• Team-oriented mindset with eagerness to learn new tools and technologies.

Minimum Qualifications

• Working towards a Bachelor's degree
• Excellent interpersonal, analytical, research and project management skills
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally
• Ability to multi-task, think independently and problem solve in a results driven team oriented environment
• Strong verbal and written communications skills
• Strong computer and technical skills including, Microsoft Office Suite, Outlook, intranet and audit software