Financial Services Intern
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How will your role impact First Command?
The Financial Services Data Intern is part-time role responsible for practicing their data processes knowledge and skills in a professional setting. This position will collaborate with multiple teams such as Financial Accounting, Financial Planning and Analysis, Commission Accounting, and Business Information Services to complete responsibilities for a high-growth integrated financial services organization focused on our nation’s military and their families. Their duties include supporting the Financial Services department with various projects and tasks as they gain experience and confidence within their desired profession.
What will you do in this role?
· Prepare factsheets for all data-sources used by Finance to support solution architecture inquiries
· Collaborate with Finance team members on defining datapoints while following data stewards’ practices
· Collaborate on Product Profitability dashboard mockups to be further developed by BIS data team
· Implement Altryx queries for Advisor Compensation to replace current Microsoft Excel and Access processes
· Work with the Finance systems to research various issues
· Gather knowledge regarding the roles and responsibilities of Finance department
· Develop an understanding of how Finance helps business units with strategy and overall goals
· The position(s) is in Fort Worth, Texas, with an expectation to be in the office Tuesday – Thursday every week
What skills & qualifications do you need?
Education
· Pursuing undergraduate with computer science or data analytics degree.
· Minimum GPA of 3.0
Required Knowledge, Skills and Abilities
· Proficiency with Microsoft Office tools (Word, PowerPoint, Outlook)
· Advanced proficiency with Microsoft Excel (comfortable with VLOOKUP function, Pivot Tables and Power Query)
· Strong verbal and written communications skills
- Additionally, knowledge of/experience in Altryx, PowerBI, Microsoft Access and SQL Databases would be viewed as a positive
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©2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC).
Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.
First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site.
In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.
SIPC - Securities Investor Protection Corporation
Securities Investor Protection Corporation