Who are we?

At Finastra, we’re a global leader in financial services software, dedicated to expanding access to financial services and shaping what’s next for the industry. Our technology powers mission‑critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world’s top 50 banks, in more than 110 countries.

Intern – Strategy, Analytics & PMO Support

Role Type: 3‑Month Internship
Reporting to: Chief of Staff, Universal Banking
Location: Mississauga (2-days per week in the office) 

Role Purpose

The role will support the Universal Banking Chief of Staff team across strategy execution, analytics, portfolio management (PMO), and executive support.

This role provides meaningful exposure to strategic planning, performance tracking, and process mapping, with exposure to how strategy is operationalized across Universal Banking.

Key Responsibilities

1. Strategy & Leadership Support

• Support preparation of Leadership Team (LT) materials
• Conduct basic research and light analysis to inform strategic priorities, business cases, or partnership assessments.
• Draft or refine slides, summaries, and briefing notes for internal audiences.
• Help ensure leadership receives timely, accurate, and well‑structured inputs.

2.  Analytics & Reporting

• Gather data and update performance trackers used in reporting and dashboarding.
• Support validation of data inputs from other sources 
• Assist in preparing reporting packs for leadership meetings and reviews.
• Leverage Power BI to refreshing datasets, valdidate data, support updates

3. PMO & Portfolio Management

• Maintain initiative tracking (milestones, statuses, risks, dependencies).
• Support RAID log upkeep and ensure entries are complete and current.
• Help prepare materials for governance forums (inputs, trackers, follow‑ups).
• Support standardization of templates and reporting formats as well as documentation of key process within the UBE business unit
• Follow up with stakeholders for updates to support portfolio completeness.

4. Project & Executive Support

• Track actions and decisions coming out of key meetings.
• Assist in preparing presentations, briefing materials, and consolidated updates.
• Coordinate inputs from teams across Universal Banking.

Skills & Experience

Designed for an undergraduate or graduate student interested in strategy, consulting, finance, analytics, or project delivery.

Preferred qualities:

• Strong analytical skills and comfort with numbers.
• Solid proficiency with Excel; interest in learning Power BI or Smartsheet.
• Strong communication and slide‑building skills.
• Highly organized, detail‑oriented, and proactive.
• Comfortable coordinating across multiple stakeholders.
• Curiosity and a willingness to take initiative and learn quickly.

We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we uphold:

·       Flexibility: Enjoy unlimited vacation, based on your location and business priorities. Hybrid working arrangements, and inclusive policies such as paid time off for voting, bereavement, and sick leave.

·       Well-being: Access Confidential one-on-one therapy through our Employee Assistance Program, find support from our network of Wellbeing Champions and Gather Groups, and a calendar of monthly events and initiatives designed to help you thrive - Inside and Outside of work.

·       Medical, life & disability insurance, retirement plan, lifestyle and other benefits*

·       Sustainability: Benefit from paid time off for volunteering and donation matching.

·       DEI: Participate in multiple DE&I groups for open involvement (e.g., Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, Women@Finastra).

·       Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.

·       Recognition: Be part of our global recognition program, Finastra Celebrates, and contribute to regular employee surveys to help shape Finastra and foster a culture where everyone is engaged and empowered to perform at their best.

*Specific benefits may vary by location.

At Finastra, each individual is unique, bringing their own ideas, thoughts, cultural beliefs, backgrounds, and experiences together. We learn from one another, embrace and celebrate our differences, and create an environment where everyone feels safe to be themselves.

Be unique, be exceptional, and help us make a difference at Finastra!

Finastra is committed to providing accessible employment practices that are in compliance with the Accessibility for Ontarians with Disabilities Act (AODA). We will accommodate applicants' needs upon request, throughout all stages of the recruitment process. Please inform us of the accommodation(s) that you may require. Information received related to accommodation will be addressed confidentially.