Financial Analyst Intern
Relay · Raleigh, NC · 1 mo ago
Finance$100k/yrVolunteer
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Preserve all substantive info. Remove boilerplate (cookie/navigation/legal/EEO etc). Include a section only when posting has real, specific content. Avoid filler like "commensurate with experience". No Pay/Schedule/Benefits unless stated.
Let's parse the posting.
Content:
- Intro about Relay (company description) - maybe not needed as separate section? Could be part of About the role? The instruction: "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can create sections as appropriate.
We have sections:
- Why Join Relay? (list of bullet points: Proven Winner, High Value, Market-Leading Innovation, World-Class Leadership, The Relay Culture). This could be "About the role" or maybe "Benefits"? Actually it's about why join, could be "Benefits" but it's more about company selling points. However we should only include sections when there is real specific content. The "Why Join Relay?" contains bullet points with specifics: hyper-growth company trusted by over 10% of Fortune 500, 47% revenue from $100K+ ARR customers, 135% NRR, platform captures 1B new data points weekly, award-winning AI tools like TeamTranslate™ with 500% YoY growth, stellar leadership team, culture etc. This is substantive. Could be placed under "About the role" or maybe "Benefits". But we have a separate "Benefits" section later? There's a section "About Relay | Culture, Benefits & Perks". That includes culture description: LIT, BWIML, etc. Also mentions using AI tools for interview transcription etc. That's more about culture/benefits.
We need to decide sections: Perhaps "About the role" (description of role and responsibilities), "Responsibilities" (list of duties), "Requirements" (what you will bring), "Qualifications" (education etc), maybe "Skills" (list of skills). But we must avoid duplication.
Let's extract:
Role description: "As a Financial Analyst Intern on the FP&A team, you’ll play a hands-on role during a defining phase of Relay’s growth as we scale towards a potential IPO. Reporting to the Manager, FP&A, you’ll help build and run the planning, forecasting, and reporting engine that informs decisions across the company. We are looking for an exceptional early-career professional — someone with a strong academic record, seeking experience in a rigorous analytical environment, and fluent in modern AI tooling."
That's more about role.
Then "What You Will Do" with bullet list of duties.
Then "What You Will Bring" with bullet list of qualifications/skills.
Then "Education" bullet.
Then "Working at Relay" (in-office presence 5 days a week Raleigh, NC). That's schedule/location.
Then "About Relay | Culture, Benefits & Perks" (culture description). That's benefits/perks.
Thus we can map:
- About the role: maybe a short paragraph summarizing role (the intro). Could be the first paragraph after "Now, here’s what we’re building, and where you come in."
- Responsibilities: the bullet list under "What You Will Do".
- Requirements: maybe the bullet list under "What You Will Bring" (skills, experience). Could also include "Education" as Qualifications.
- Qualifications: education bullet.
- Skills: maybe we can combine with Requirements? But we need to avoid thin sections. Perhaps we can have "Requirements" covering experience and skills, and "Qualifications" covering education. Or we could have "Skills" as a separate list of specific skills (Excel, AI-tooling, communication, etc). However the "What You Will Bring" already lists many skill/experience items. Could split into two: "Requirements" (experience, analytical horsepower) and "Skills" (technical skills). But we need to avoid filler.
Better: Use "Responsibilities" for duties, "Requirements" for experience/skills, "Qualifications" for education. That seems reasonable.
We also have location/schedule: "Working at Relay Our Finance team maintains a strong in-office presence to foster creativity and connection. Candidates for this role should expect to work in person 5 days a week at our Raleigh, NC office." That's schedule/location. Could be under "Schedule" heading (since it's about work schedule). It's specific: 5 days a week in-person Raleigh, NC. So we can include a Schedule section.
Benefits: The "About Relay | Culture, Benefits & Perks" section includes culture, benefits, perks. It mentions LIT, BWIML, etc. Also mentions using AI tools for interview transcription (maybe not a benefit). But we can treat that as Benefits/Perks.
Pay: Not mentioned. So we should NOT include Pay section.
Thus sections: About the role, Responsibilities, Requirements, Qualifications, Benefits, Schedule.
We need to output HTML fragment with headings and appropriate
or
- .
We must not repeat job title as heading. No markdown.
Let's craft content.
About the role: paragraph summarizing role: "As a Financial Analyst Intern on the FP&A team, you’ll play a hands-on role during a defining phase of Relay’s growth as we scale towards a potential IPO. Reporting to the Manager, FP&A, you’ll help build and run the planning, forecasting, and reporting engine that informs decisions across the company. We are looking for an exceptional early-career professional — someone with a strong academic record, seeking experience in a rigorous analytical environment, and fluent in modern AI tooling."
That's fine.
Responsibilities: bullet list from "What You Will Do". Let's extract each bullet:
- Partner with business leaders on the decisions that matter. Work side by side with functional leaders to understand their priorities and the drivers they own, then help quantify, plan, and pressure-test the strategic shifts that move the business forward.
- Drive the planning process. Help run the annual operating plan (AOP) and long-range plan end-to-end; gather inputs from functional owners, use numbers to inform company strategy, and keep the planning process organized and on schedule.
- Build, transform, and automate with AI. Automate data ingestion, reporting, and reconciliation — then go further, finding new ways to bring AI across financial planning and analysis, from sales forecasting to scenario modeling, to transform how the team works and how much it can take on.
- Build analyses and recommendations for senior leadership. Develop analyses, scorecards, and recommendations for the executive team, including the CEO and CFO, by translating the numbers into a clear story with a point of view.
- Prepare board, investor, and lender materials. Help assemble board packages, business reviews, and diligence/data-room materials for investors and lenders.
- Define and track the KPIs that matter. Shape how the business measures success — build and maintain dashboards, deliver clean, trustworthy business intelligence (BI), and keep metric definitions consistent across the team.
- Own and extend the financial model. Help build and improve our driver-based model, refining assumptions, adding scenario layers, sharpening cohort and unit-economics logic, and keeping inputs clean and reconcilable.
- Partner on operating expense planning. Be a key partner to cross-functional teams as they plan and spend for their investments while we scale rapidly, supporting operating expense (OpEx) planning and analysis.
- Run recurring reporting and close support. Produce the monthly operating scorecard and variance packages within days of close and help reconcile actuals quickly and accurately.
We need to ensure each bullet is an
- .
Requirements: from "What You Will Bring" bullet list (excluding education). Let's list:
- Financial foundation: Previous internship experience in a rigorous, analytically demanding environment (e.g., management consulting, investment banking, private equity, growth equity). You have experience working through ambiguous and challenging problems, you work at pace, and you hold a high bar for quality. Direct FP&A or strategic finance experience and exposure to a B2B SaaS, software, or hardware company are each a plus, but we place most weight on raw analytical horsepower, intrinsic drive to make an impact, and enthusiasm.
- Modeling and analytical skills: Strong Excel/Google Sheets financial modeling skills and a genuine affinity for numbers. You can synthesize information quickly and simplify a complex set of variables into a clear answer.
- AI-tooling fluency: You’re comfortable with — and excited about — using modern AI tools to automate reporting, clean data, and accelerate analysis. You actively look for leverage rather than doing everything manually.
- Range over lanes: You like variety and can flex to wherever the business needs you; OpEx partnering one week, BI/dashboard delivery the next. You’re a versatile generalist.
- High-velocity operator: You have a bias for action and thrive in a fast-paced, ambiguous, build-as-you-go environment. You bring a continuous-improvement mentality to the processes you touch.
- Clear communication: Strong written and verbal skills, with the ability to present financial information clearly to a range of audiences. You’re relationship-oriented and partner well across functions.
- Owner mentality: You take accountability for your work, sweat the details, and follow through by building repeatable processes.
- Integrity: You hold the highest standards of integrity and are trustworthy with sensitive financial information.
We could combine some but keep as list.
Qualifications: Education bullet: "Education: Strong academic record and working towards a Bachelor’s degree in Finance, Economics, Accounting, Engineering, Math, or another quantitatively rigorous field, with a track record of high achievement. Familiarity with US GAAP is a plus but not a prerequisite."
We could also include "Working at Relay" location? That's schedule.
Benefits: from "About Relay | Culture, Benefits & Perks". Let's extract:
- Our culture hinges on Relayers getting LIT up in an environment that fosters Learning, Impact, and Teamwork, where we CHASE the best work of our lives. We call this BWIML (Best Work In My Life). The future of frontline work is being built here. Come build it with us.
- We use AI tools to transcribe and summarize interviews for internal hiring purposes. Transcripts are accessible only to authorized hiring personnel and retained consistent with our data retention policies. Candidates who prefer not to have AI notetaking used may request to opt out without impact to your candidacy. For more information, please see our Candidate and Employee Privacy Notice linked here.
That's more about process; maybe not a benefit. But we can still include as part of Benefits/Perks.
Also earlier "Why Join Relay?" bullet points could be considered benefits. But we already used that content maybe in About the role? Actually we didn't include those bullet points anywhere yet. They are substantive: hyper-growth company trusted by over 10% of Fortune 500, 47% revenue from $100K+ ARR customers, 135% NRR, platform captures 1B new data points weekly, award-winning AI tools like TeamTranslate™ with 500% YoY growth, stellar leadership team, culture etc. Those are selling points; could be placed under "Benefits" or "About the role"? Since they are about why join, they'd fit under Benefits/Perks. However we already have a Benefits section from culture. We could merge them.
But we need to avoid thin sections. Perhaps we can have a single "Benefits" section that includes both the "Why Join Relay?" bullet points and the culture/perks paragraph.
Let's extract "Why Join Relay?" bullet points:
- A Proven Winner: Join a hyper-growth company trusted by over 10% of the Fortune 500, continuing to move up
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Preserve all substantive info. Remove boilerplate (cookie/navigation/legal/EEO etc). Include a section only when posting has real, specific content. Avoid filler like "commensurate with experience". No Pay/Schedule/Benefits unless stated. Let's parse the posting. Content: - Intro about Relay (company description) - maybe not needed as separate section? Could be part of About the role? The instruction: "Use
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." So we can create sections as appropriate.
We have sections:
- Why Join Relay? (list of bullet points: Proven Winner, High Value, Market-Leading Innovation, World-Class Leadership, The Relay Culture). This could be "About the role" or maybe "Benefits"? Actually it's about why join, could be "Benefits" but it's more about company selling points. However we should only include sections when there is real specific content. The "Why Join Relay?" contains bullet points with specifics: hyper-growth company trusted by over 10% of Fortune 500, 47% revenue from $100K+ ARR customers, 135% NRR, platform captures 1B new data points weekly, award-winning AI tools like TeamTranslate™ with 500% YoY growth, stellar leadership team, culture etc. This is substantive. Could be placed under "About the role" or maybe "Benefits". But we have a separate "Benefits" section later? There's a section "About Relay | Culture, Benefits & Perks". That includes culture description: LIT, BWIML, etc. Also mentions using AI tools for interview transcription etc. That's more about culture/benefits.
We need to decide sections: Perhaps "About the role" (description of role and responsibilities), "Responsibilities" (list of duties), "Requirements" (what you will bring), "Qualifications" (education etc), maybe "Skills" (list of skills). But we must avoid duplication.
Let's extract:
Role description: "As a Financial Analyst Intern on the FP&A team, you’ll play a hands-on role during a defining phase of Relay’s growth as we scale towards a potential IPO. Reporting to the Manager, FP&A, you’ll help build and run the planning, forecasting, and reporting engine that informs decisions across the company. We are looking for an exceptional early-career professional — someone with a strong academic record, seeking experience in a rigorous analytical environment, and fluent in modern AI tooling."
That's more about role.
Then "What You Will Do" with bullet list of duties.
Then "What You Will Bring" with bullet list of qualifications/skills.
Then "Education" bullet.
Then "Working at Relay" (in-office presence 5 days a week Raleigh, NC). That's schedule/location.
Then "About Relay | Culture, Benefits & Perks" (culture description). That's benefits/perks.
Thus we can map:
- About the role: maybe a short paragraph summarizing role (the intro). Could be the first paragraph after "Now, here’s what we’re building, and where you come in."
- Responsibilities: the bullet list under "What You Will Do".
- Requirements: maybe the bullet list under "What You Will Bring" (skills, experience). Could also include "Education" as Qualifications.
- Qualifications: education bullet.
- Skills: maybe we can combine with Requirements? But we need to avoid thin sections. Perhaps we can have "Requirements" covering experience and skills, and "Qualifications" covering education. Or we could have "Skills" as a separate list of specific skills (Excel, AI-tooling, communication, etc). However the "What You Will Bring" already lists many skill/experience items. Could split into two: "Requirements" (experience, analytical horsepower) and "Skills" (technical skills). But we need to avoid filler.
Better: Use "Responsibilities" for duties, "Requirements" for experience/skills, "Qualifications" for education. That seems reasonable.
We also have location/schedule: "Working at Relay Our Finance team maintains a strong in-office presence to foster creativity and connection. Candidates for this role should expect to work in person 5 days a week at our Raleigh, NC office." That's schedule/location. Could be under "Schedule" heading (since it's about work schedule). It's specific: 5 days a week in-person Raleigh, NC. So we can include a Schedule section.
Benefits: The "About Relay | Culture, Benefits & Perks" section includes culture, benefits, perks. It mentions LIT, BWIML, etc. Also mentions using AI tools for interview transcription (maybe not a benefit). But we can treat that as Benefits/Perks.
Pay: Not mentioned. So we should NOT include Pay section.
Thus sections: About the role, Responsibilities, Requirements, Qualifications, Benefits, Schedule.
We need to output HTML fragment with headings and appropriate
or
- . We must not repeat job title as heading. No markdown. Let's craft content. About the role: paragraph summarizing role: "As a Financial Analyst Intern on the FP&A team, you’ll play a hands-on role during a defining phase of Relay’s growth as we scale towards a potential IPO. Reporting to the Manager, FP&A, you’ll help build and run the planning, forecasting, and reporting engine that informs decisions across the company. We are looking for an exceptional early-career professional — someone with a strong academic record, seeking experience in a rigorous analytical environment, and fluent in modern AI tooling." That's fine. Responsibilities: bullet list from "What You Will Do". Let's extract each bullet: - Partner with business leaders on the decisions that matter. Work side by side with functional leaders to understand their priorities and the drivers they own, then help quantify, plan, and pressure-test the strategic shifts that move the business forward. - Drive the planning process. Help run the annual operating plan (AOP) and long-range plan end-to-end; gather inputs from functional owners, use numbers to inform company strategy, and keep the planning process organized and on schedule. - Build, transform, and automate with AI. Automate data ingestion, reporting, and reconciliation — then go further, finding new ways to bring AI across financial planning and analysis, from sales forecasting to scenario modeling, to transform how the team works and how much it can take on. - Build analyses and recommendations for senior leadership. Develop analyses, scorecards, and recommendations for the executive team, including the CEO and CFO, by translating the numbers into a clear story with a point of view. - Prepare board, investor, and lender materials. Help assemble board packages, business reviews, and diligence/data-room materials for investors and lenders. - Define and track the KPIs that matter. Shape how the business measures success — build and maintain dashboards, deliver clean, trustworthy business intelligence (BI), and keep metric definitions consistent across the team. - Own and extend the financial model. Help build and improve our driver-based model, refining assumptions, adding scenario layers, sharpening cohort and unit-economics logic, and keeping inputs clean and reconcilable. - Partner on operating expense planning. Be a key partner to cross-functional teams as they plan and spend for their investments while we scale rapidly, supporting operating expense (OpEx) planning and analysis. - Run recurring reporting and close support. Produce the monthly operating scorecard and variance packages within days of close and help reconcile actuals quickly and accurately. We need to ensure each bullet is an
- . Requirements: from "What You Will Bring" bullet list (excluding education). Let's list: - Financial foundation: Previous internship experience in a rigorous, analytically demanding environment (e.g., management consulting, investment banking, private equity, growth equity). You have experience working through ambiguous and challenging problems, you work at pace, and you hold a high bar for quality. Direct FP&A or strategic finance experience and exposure to a B2B SaaS, software, or hardware company are each a plus, but we place most weight on raw analytical horsepower, intrinsic drive to make an impact, and enthusiasm. - Modeling and analytical skills: Strong Excel/Google Sheets financial modeling skills and a genuine affinity for numbers. You can synthesize information quickly and simplify a complex set of variables into a clear answer. - AI-tooling fluency: You’re comfortable with — and excited about — using modern AI tools to automate reporting, clean data, and accelerate analysis. You actively look for leverage rather than doing everything manually. - Range over lanes: You like variety and can flex to wherever the business needs you; OpEx partnering one week, BI/dashboard delivery the next. You’re a versatile generalist. - High-velocity operator: You have a bias for action and thrive in a fast-paced, ambiguous, build-as-you-go environment. You bring a continuous-improvement mentality to the processes you touch. - Clear communication: Strong written and verbal skills, with the ability to present financial information clearly to a range of audiences. You’re relationship-oriented and partner well across functions. - Owner mentality: You take accountability for your work, sweat the details, and follow through by building repeatable processes. - Integrity: You hold the highest standards of integrity and are trustworthy with sensitive financial information. We could combine some but keep as list. Qualifications: Education bullet: "Education: Strong academic record and working towards a Bachelor’s degree in Finance, Economics, Accounting, Engineering, Math, or another quantitatively rigorous field, with a track record of high achievement. Familiarity with US GAAP is a plus but not a prerequisite." We could also include "Working at Relay" location? That's schedule. Benefits: from "About Relay | Culture, Benefits & Perks". Let's extract: - Our culture hinges on Relayers getting LIT up in an environment that fosters Learning, Impact, and Teamwork, where we CHASE the best work of our lives. We call this BWIML (Best Work In My Life). The future of frontline work is being built here. Come build it with us. - We use AI tools to transcribe and summarize interviews for internal hiring purposes. Transcripts are accessible only to authorized hiring personnel and retained consistent with our data retention policies. Candidates who prefer not to have AI notetaking used may request to opt out without impact to your candidacy. For more information, please see our Candidate and Employee Privacy Notice linked here. That's more about process; maybe not a benefit. But we can still include as part of Benefits/Perks. Also earlier "Why Join Relay?" bullet points could be considered benefits. But we already used that content maybe in About the role? Actually we didn't include those bullet points anywhere yet. They are substantive: hyper-growth company trusted by over 10% of Fortune 500, 47% revenue from $100K+ ARR customers, 135% NRR, platform captures 1B new data points weekly, award-winning AI tools like TeamTranslate™ with 500% YoY growth, stellar leadership team, culture etc. Those are selling points; could be placed under "Benefits" or "About the role"? Since they are about why join, they'd fit under Benefits/Perks. However we already have a Benefits section from culture. We could merge them. But we need to avoid thin sections. Perhaps we can have a single "Benefits" section that includes both the "Why Join Relay?" bullet points and the culture/perks paragraph. Let's extract "Why Join Relay?" bullet points: - A Proven Winner: Join a hyper-growth company trusted by over 10% of the Fortune 500, continuing to move up