Finance Intern

About the role

Location:

HTeaO Corporate Office, Fort Worth, TX

Schedule:

Tuesday - Thursday (9:00 AM - 4:00 PM)

Duration:
Summer 2026

Compensation: $15/hour + Perks (college credit available if applicable)

Department:
Finance

Reports To:

Manager of FP&A & Analytics (with exposure to the SVP of Finance and CFO)

Job Description

About HTeaO

At HTeaO, we're all about bold flavors and even stronger communi

TEAs. As one of the fastest-growing beverage brands, we focus on creativity, connection, and supporting our Franchise Partners.

Overview

The HTeaO Finance Intern will support the FP&A & Analytics team in delivering the financial reporting, analysis, and insights that drive decision-making across the business. This role blends hands-on Power BI reporting with Excel-based financial modeling and ad hoc analysis, giving real-world exposure to how a high-growth, multi-unit franchise organization measures performance, evaluates investments, and communicates results to executive leadership.

The ideal candidate is analytical, detail-oriented, comfortable working with large datasets, and excited to translate numbers into clear, actionable insights in a fast-paced environment.

What You'll Do

Power BI Reporting & Analytics

• Pull, refresh, and distribute recurring Power BI reports for finance, operations, and executive stakeholders

• Validate report outputs against source data and flag inconsistencies

• Assist in building new dashboards and visuals to answer specific business questions (a plus, not required)

• Help maintain and document existing reports, data sources, and KPI definitions

• Support ad hoc data requests from Finance, Operations, Marketing, and Franchise Development

Monthly Financial Analysis & Business Insights

• Assist with the monthly close and reporting cadence, including variance analysis (actuals vs. budget, forecast, and prior year)

• Help prepare materials for the Monthly Business Review (M ) and other executive recurring meetings

• Identify trends, anomalies, and drivers in the data, and summarize findings in clear, executive-ready formats

• Partner with department leaders to understand the "why" behind the numbers and turn data into insight

Marketing ROI Analysis

• Analyze the financial performance of marketing campaigns, promotions, and LTOs (limited time offers)

• Measure incremental revenue, transaction lift, and ROI against marketing spend

• Partner with the Marketing team to evaluate campaign effectiveness and inform future investment decisions

New Store Opening (NSO) Analysis

• Track and analyze sales performance of newly opened franchise locations against pro forma and system benchmarks

• Help maintain NSO ramp curves and assist in updating assumptions used in forecasting and underwriting

• Build comparisons across cohorts (by region, build type, opening month) to identify performance drivers

• Support the franchise development team with data and reporting on the opening pipeline

Ad Hoc Financial Modeling

• Build and maintain Excel models to support business cases, pricing decisions, capital projects, and special analyses

• Assist in scenario and sensitivity analysis to evaluate the financial impact of strategic decisions

• Help refine and stress-test existing forecasting and operating models

• Support the FP&A team during the annual operating plan (AOP) and long-range plan (LRP) cycles

Cross-Functional & Executive Support

• Prepare clean, well-formatted deliverables suitable for VP, CFO, and ownership review

• Take notes and follow up on action items from finance meetings as needed

• Contribute ideas in team discussions and bring a curious, problem-solving mindset to projects

• Help wherever needed across the Finance & Operations team

What Success Looks Like

• Recurring reports and analyses are delivered accurately and on time

• Data and outputs are reliable, well-documented, and easy for others to use

• Insights - not just numbers - make their way into business conversations

• Models and analyses are clean, well-structured, and easy to follow

• Communication with cross-functional partners is clear and professional

• You bring ideas, ask good questions, and take initiative

Qualifications

Required

• Currently pursuing a degree in Finance, Accounting, Economics, Data Analytics, or a related field

• Strong proficiency in Microsoft Excel (formulas, lookups, pivot tables, basic modeling)

• Working familiarity with Power BI - comfortable navigating, refreshing, and pulling reports

• Strong analytical and quantitative skills, with attention to detail and accuracy

• Clear written and verbal communication; able to translate analysis into plain English

• Organized and able to manage multiple projects and deadlines

• Reliable transportation

Preferred

• Experience building Power BI reports, dashboards, or DAX measures

• Exposure to financial modeling, three-statement models, or scenario analysis

• Familiarity with SQL or other data query tools

• Previous finance, accounting, FP&A, or analytics internship experience

• Interest in franchise, multi-unit retail, or consumer/restaurant industries

• Junior or Senior in college

What You'll Gain

• Hands-on FP&A…