Finance Intern

About the Role

The Finance Intern will support the Finance Department by assisting with financial planning, analysis, reporting, and key department initiatives. This role will also play a hands‑on part in a large General Ledger (GL) conversion project going live in May, supporting documentation, validation, reporting migration, and system enhancements. Working closely with the Finance and Accounting teams under the direction of the Finance AVP, this role provides valuable exposure to real‑world financial operations, cross‑functional collaboration, and data‑driven decision making.

This is a 12‑week, part‑time, in‑office internship based out of our Capitola location, designed for students currently enrolled at UCSC, or CSUMB.

25 hours per week;
Monday − Friday; within typical business hours between 8:30 am − 5:00 pm.

• Assist with financial planning, analysis, and reporting activities to support business decision‑making
• Support the General Ledger (GL) conversion project, including documentation, validation, and reporting migration efforts
• Help build and enhance financial reporting systems to improve efficiency and accuracy
• Update and manage financial data within reporting systems
• Develop Excel‑based tools, including formulas and VLOOKUPs, to support forecasting and reporting automation
• Create and maintain reports, including transitioning manual Excel reports into system‑based reporting
• Analyze financial data and identify trends or insights
  
  Collaborate with both Finance and Accounting teams to support cross‑functional initiatives
• Support Finance team projects, including system implementations and process improvements

• Currently pursuing a degree in Accounting or Finance (UCSC, or CSUMB preferred), in your third year or higher with a GPA of B or above
• Strong proficiency in Microsoft Excel, including complex formulas (macros a plus)
• Interest in financial systems, reporting, and process improvement
• Strong analytical and problem‑solving skills with attention to detail
• Ability to work independently, manage ambiguity, and take initiative
• Strong communication skills and ability to collaborate across teams

Bay Federal Credit Union is proud to offer a competitive, robust compensation and benefits package. For Santa Cruz, CA only, the pay scale Bay Federal reasonably expects to pay for this position is $22 per hour. Salaries are based on the geographic location in which you live if working remotely. Bay Federal provides health care benefits, life and disability insurance, paid holidays and 401(k) with a company match to eligible employees, along with employee paid voluntary benefits.

Paid time off is accrued per paycheck for eligible employees at a rate based on your tenure. Leaves of absences are available in adherence with state and federal regulations.

• Recognized as the #1 Credit Union to Work For by Credit Union Journal.
• Named a Best Place to Work in the Bay Area by SF Business Times and Silicon Valley Journal.
• 11 paid Federal Holidays each year, so you can recharge and celebrate.
• Career Growth & Development:
  • Access to industry‑standard webinars and Linked In Learning courses.
  • Leadership partnership with Cabrillo College - a 12‑week program designed for emerging supervisors and managers.
  • $1,500 Mac McCormac Employee Scholarship to support your education goals.
• Hybrid Work Environment:
  Enjoy flexibility with remote work opportunities and connect in person during our biannual All‑Staff Meetings.

Bay Federal Credit Union is at at‑will employer. Bay Federal is committed to providing equal employment opportunity for all persons regardless of age, disability, national origin, race, color, religion, sex, sexual orientation, gender, gender identity or expression, pregnancy, veteran or military status, marital and civil partnership/union status, alienage or citizenship status, creed, genetic information or any other status protected by applicable federal, state, or local law.

For CCPA's requirements regarding security practices and procedures, please see our privacy page here (). Bay Federal Credit Union takes our obligation to keep our member's data safe and secure and adhere to industry standard best practices.