Financial Planning & Analysis Intern

Lima One Capital

Applications Closed

Posted 5 months ago

Internship

Greenville, South Carolina

In Person

Smart Summary

The intern will support the Financial Planning & Analysis team with financial forecasting, credit analytics, and profitability analysis. They will also aid in financial reporting and communication of results to upper management.

This internship is for students pursuing a Bachelor's degree in Finance, Real Estate, Economics, or a related field. The role involves financial forecasting, credit analytics, and KPI development, requiring proficiency in Microsoft Office Suite, especially Excel. The ideal candidate is a motivated self-starter eager to learn and open to feedback.

Must Have Skills for ATS

Finance

Real Estate

Economics

Financial forecasting

Credit analytics

KPI development

Microsoft Office Suite

Excel

TMO

Snowflake

Tableau

Data analysis

Financial reporting

Communication skills

Job Description

Description

This intern will support the Financial Planning & Analysis team in a variety of strategic analytical tasks ranging from financial forecasting, credit analytics, loan-level profitability, KPI development/tracking, and customer value analysis. This individual should be results-oriented with a growth mindset, driven to learn about our business through its financial data. We will provide you with a great introduction to our company and culture. The internship will be structured around a summer project deliverable which will create an opportunity for this Individual to add value to our business. 

Responsibilities

  •  Work closely with accounting, sales, and operations teams to ensure accurate financial reporting
  •  Aid in month-end close process by performing data analysis, financial reporting generation
  •  Communicate financial results and operations analysis to upper management
  •  Aid in presentation development to artfully articulate the financial results in a useful, digestible manner
  •  Increase productivity by developing automated processes and reporting tool
  •  Improving our current IT project tracker and analyzing business ROI from tech spend

Skills and Knowledge Developed

  • System knowledge with TMO, Snowflake, & Tableau
  • Corporate finance and capital markets acumen
  • Email communication and business communication
  • Intricacies of real estate transactions
  • Excel proficiency

Requirements

  • Bachelor’s degree or currently pursuing degree in Finance, Real Estate, Economics, or related field.
  • Motivated self-starter who seeks to create value without constant direction.
  • Eager to learn and open to feedback.
  • Proficient with Microsoft Office Suite including Excel

Program Details

  • Location: Onsite in Greenville, SC
  • Join us in our brand new, thoughtfully designed headquarters in the heart of downtown Greenville (parking is paid for!)
  • Housing assistance available for qualified individuals
  • Duration: 11 weeks - Monday, May 18th to Friday, July 31st, 2026
  • Hours: Monday through Friday, 8:30am to 5:30pm
  • Pay: All our interns are paid for the work they perform, hourly rate dependent on position

What We Offer

  • On-the-Job Learning: Roll up your sleeves on projects that matter.
  • 1-on-1 Time with Senior Leaders: Get insights you won’t find in books.
  • Learning Sessions: Master Excel, understand credit, and learn to invest.
  • Internship Outings: Networking meets unforgettable summer experiences. 
  • Bold Culture: Team spirit, celebrations, and a people-first mindset.

Why Lima One?

At Lima One Capital we’re relentlessly focused on a simple but powerful goal: to be the nation’s premier lender for real estate investors. Inspired by that vision, every member of our team is driven by our mission to create opportunities for our customers and employees by educating, empowering, and financing real estate investors who are building, improving, and stabilizing their neighborhoods and communities nationwide.

  • Loans Funded: $10+ billion in loans funded, 30k loans closed since 2010
  • Geography: 46 states + D.C. where we revitalize neighborhoods
  • Employees: ~300 employees with competitive benefits and perks
  • Stability: Backed by the immense resources of MFA Financial, a publicly traded mortgage REIT with 25 years of proven success 
  • Veteran Founded: Founded by 2 US Marine Corps veterans, we proudly approach every deal and decision with grit, determination, boldness, and integrity 

Recognized by the Inc.5000 as one of America’s fastest growing companies, Lima One specializes in providing real estate investors with financing for their rental, fix-and-flip, and new construction projects. The company is distinguished as one of South Carolina’s Best Places to Work and Top Workplaces. Lima One is headquartered in downtown Greenville, South Carolina. Learn more about us at limaone.com. 

Lima One Capital does not sponsor H1B Visas. To be considered for employment, a candidate must be authorized to work in the United States for any employer and not require sponsorship, now or in the future.

Notice to Third Party Recruiters and Agencies

Lima One Capital does not accept unsolicited resumes or candidate submissions from recruiters or employment agencies. In the absence of a fully executed agreement for a specified position, Lima One Capital has no obligation to pay any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, Lima One Capital explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, referrals, or candidate submissions, including those communicated to a member of the Human Resources team or a hiring manager, shall be deemed the property of Lima One Capital. If you or your agency would like to be considered as a future recruiting partner, please email employment@limaone.com (Subject: Agency Partner Request).

Lima One Capital

Lima One Capital is the Nation's premier lender for residential real estate investors. Lima One Capital, LLC (NMLS ID# 1324403 - http://www.nmlsconsumeraccess.org/) is a National, fully capitalized, direct lender for residential real estate investors and homebuilders. We are revolutionizing the investor financing industry with our highly competitive and straightforward rates, the length of our loans, and our unmatched customer service. Our loans provide our clients with the ability to capitalize on great opportunities in the real estate market. And we hold firm to a policy of no hidden fees and no junk fees. We close quickly and offer our clients the most professional customer service in the industry.

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