Finance & Business Analytics Intern

Finance & Business Analytics Intern

LaFever Consulting

Customer Success Advisory Practice

Location: Remote
Employment Type: Internship (Fall Semester) 10-15 hours per week
Reports To: Krista LaFever, Founder & Principal Consultant

About LaFever Consulting

LaFever Consulting is a boutique Customer Success Advisory Practice that helps B2B SaaS companies reduce customer churn, improve customer retention, accelerate expansion revenue, and build scalable Customer Success organizations.

Unlike traditional consulting firms, LaFever Consulting is intentionally designed as a solo advisory practice. Clients work directly with the Founder, while our internship team provides analytical, operational, marketing, legal, and AI support.

As a Finance & Business Analytics Intern, you'll help build the financial foundation of a growing consulting practice while gaining experience in strategic finance, business operations, pricing strategy, forecasting, and executive reporting.

Position Summary

The Finance & Business Analytics Intern serves as the analytical backbone of LaFever Consulting.

Rather than performing traditional accounting tasks, you'll help the Founder make informed business decisions by building financial models, analyzing performance, forecasting revenue, developing dashboards, and identifying opportunities to improve profitability and operational efficiency.

This internship is ideal for students interested in finance, accounting, business analytics, entrepreneurship, consulting, or corporate strategy.

Responsibilities

Financial Planning & Forecasting

Support financial planning by developing models that help guide business decisions.

Responsibilities include:

• Build annual operating budgets
• Forecast monthly revenue
• Develop cash flow projections
• Model consulting capacity
• Analyze revenue by service line
• Develop profitability forecasts
• Track budget performance

Business Analytics

Create executive dashboards that provide visibility into business performance.

Track and analyze:

• Monthly revenue
• Proposal pipeline
• Sales conversion rates
• Average project value
• Client profitability
• Gross margin
• Utilization
• Marketing ROI
• Client acquisition cost (CAC)

Prepare monthly executive reports with actionable recommendations.

Pricing Strategy

Support the development and ongoing evaluation of consulting pricing.

Responsibilities include:

• Benchmark competitor pricing
• Analyze service profitability
• Evaluate pricing scenarios
• Recommend pricing adjustments
• Develop pricing calculators
• Assess value-based pricing opportunities

Financial Dashboard Development

Design executive dashboards that measure the health of the practice.

Examples include:

• Revenue Dashboard
• Sales Dashboard
• Cash Flow Dashboard
• KPI Dashboard
• Business Development Dashboard
• Marketing Performance Dashboard

Capacity Planning

Help optimize the Founder’s consulting capacity.

Analyze:

• Billable hours
• Non-billable hours
• Client workload
• Revenue per engagement
• Annual consulting capacity
• Opportunity cost

Recommend strategies to improve efficiency while maintaining work-life balance.

Business Performance Analysis

Evaluate the financial health of the practice.

Research and report on:

• Revenue trends
• Expense trends
• Profitability by service
• Client lifetime value
• Revenue concentration
• Growth opportunities

Financial Operations

Support the day-to-day financial operations of the practice.

Responsibilities include:

• Organize financial records
• Review invoices and payments
• Track consulting revenue
• Monitor business expenses
• Maintain financial documentation
• Assist with annual budgeting

Semester Projects

Month 1 — Build the Financial Foundation

• Review the business model.
• Create the annual operating budget.
• Develop a revenue forecasting model.
• Build startup and operating cost analysis.
• Create initial KPI dashboard.

Month 2 — Build Financial Intelligence

• Develop cash flow forecast.
• Analyze consulting pricing.
• Build profitability models.
• Research industry benchmarks.
• Create executive financial dashboards.

Month 3 — Optimize Business Performance

• Analyze client profitability.
• Evaluate consulting capacity.
• Measure marketing ROI.
• Develop pricing recommendations.
• Prepare quarterly business review (QBR) dashboards.

Month 4 — Build Repeatable Financial Systems

• Document financial SOPs.
• Develop financial reporting templates.
• Create annual budgeting guide.
• Build financial planning playbook.
• Present strategic financial recommendations.

Desired Qualifications

We're looking for students who are:

• Pursuing a degree in Finance, Accounting, Economics, Business Analytics, Data Analytics, Mathematics, or a related field.
• Strong analytical thinkers.
• Detail-oriented and organized.
• Curious about entrepreneurship and consulting.
• Comfortable working with spreadsheets and financial data.
• Interested in helping businesses make strategic decisions.

Experience with Excel, Google Sheets, QuickBooks, or financial modeling is helpful but not required.

Skills You'll Develop

Throughout the internship, you'll gain experience in:

• Financial Planning
• Budget Development
• Revenue Forecasting
• Cash Flow Analysis
• Financial Modeling
• Pricing Strategy
• Business Analytics
• KPI Dashboard Design
• Executive Reporting
• Strategic Decision Support

Key Performance Indicators (KPIs)

By the end of the internship, you will have:

• Developed a complete annual operating budget.
• Built a 12-month revenue forecast.
• Created executive financial dashboards.
• Developed pricing models for consulting services.
• Produced monthly KPI reports.
• Completed a consulting capacity model.
• Created a Business Performance Dashboard.
• Developed a Financial Operations Playbook.

Cross-Functional Collaboration

Business Development Intern

• Analyze pipeline value and projected revenue.
• Measure proposal conversion rates.
• Forecast consulting revenue based on sales activity.

Marketing & Brand Strategy Intern

• Evaluate marketing ROI.
• Track lead generation costs.
• Analyze campaign effectiveness.
• Measure website and content performance.

Legal & Compliance Intern

• Support financial contract reviews.
• Organize financial documentation.
• Research business compliance requirements.
• Assist with vendor agreement analysis.

AI & Business Innovation Intern

• Automate financial reporting.
• Develop AI-assisted forecasting models.
• Build dashboard automation.
• Improve reporting workflows.

Capstone Project

Financial & Business Analytics Playbook for LaFever Consulting

At the end of the internship, the Finance Intern will present:

• Annual Operating Budget
• Revenue Forecasting Model
• Cash Flow Forecast
• Consulting Capacity Model
• Pricing Strategy Guide
• Executive KPI Dashboard
• Financial Standard Operating Procedures (SOPs)
• Financial Reporting Templates
• Strategic Financial Recommendations for the Next 12 Months

Success Statement

The Finance & Business Analytics Intern succeeds when Krista has timely, accurate financial insights that support better business decisions, improve profitability, and allow the advisory practice to grow sustainably without sacrificing the flexibility and quality that define LaFever Consulting.

I am happy to provided any documentation to your University if they offer College Credit.