Job Overview
PenFed is hiring a Summer Intern - Finance Analytics to work onsite at our Tysons, Virginia location. We are looking for a Finance Intern to analyze the financial impact of marketing initiatives and evaluate revenue and cost factors. This role connects marketing results with key consumer banking profitability elements, offering insights to improve member engagement and portfolio growth while considering revenue and cost to optimize Loan or Deposits products' performance. The intern will work closely with Marketing, Product, and Finance teams to brainstorm ideas, create an analytics framework, develop sensitivity scenarios, and refine key assumptions for effective campaigns and real-world profitability evaluations.
Internship Information
June 1, 2026 - August 14, 2026
Will require office presence Monday - Friday
Responsibilities
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties, and the position will perform other duties as assigned.
Assist with loan and deposits origination forecasting. This involves tracking actuals, creating forecasts, analyzing potential scenarios, and supporting the financial planning process.
Gather and organize financial data. Work with large datasets, using tools like Excel to organize and analyze information.
Analyze trends and patterns in financial data. Identify key insights and present findings to the product and finance teams.
Monitor and evaluate customer lifetime value (CLTV) trending, and share findings with product, risk, finance, and marketing teams.
Measure Loans and/or Deposits marketing campaign effectiveness, by leveraging data from various sources (internal and external) to track key performance indicators (KPIs) and assess the success of different marketing campaigns.
Identify Consumer Banking revenue growth and cost savings opportunities. Analyze expenses to explore areas for cost reduction and potential drivers for revenue growth. Communicate insights and recommendations to senior leadership.
Support other finance team members, working with Consumer Banking business/functional leaders to conduct marketing campaign analysis and monthly current estimation forecast.
Perform market research and competitive benchmarking.
Qualifications
Equivalent combination of education and experience is considered.
Currently enrolled full-time in a four-year program with an accredited institution.
Proficiency in Microsoft Office Suite.
Must have strong written and verbal communication skills.
Must be able to problem solve.
Must be able to work collaboratively in a team environment.
Must have creative, analytical and critical thinking skills.
Must have a competitive GPA/demonstrate a strong work ethic.
Experience using A.I. tools preferred.
Supervisory Responsibility
This position will not supervise employees.
Licenses and Certifications
There are no additional certifications required.
Work Environment
While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.
Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.
Travel
Local travel to various worksites is not required.
Benefits
At PenFed, we offer a robust benefits package designed to support you both personally and professionally. You'll have access to comprehensive health, dental, and vision plans; paid time off; and family-friendly benefits like paid parental leave, care support, and fitness center access. Financial wellness is encouraged through features like a 401(k) match, employee loan discounts, and fully paid life and disability coverage. We also support growth via education assistance, community involvement, and volunteer opportunities.
Our Purpose
Helping members achieve their dreams since 1935.
Pentagon Federal Credit Union (PenFed) is one of America's largest federal credit unions, serving 2.8 million members worldwide with $29 billion in assets. PenFed offers market-leading certificates, checking and savings, credit cards, personal loans, mortgages, auto loans, and a wide range of other financial services, always with members' interests in mind. PenFed is federally insured by the NCUA and is an Equal Housing Lender.
Berkshire Hathaway HomeServices PenFed Realty, LLC is a full-service real estate company ready to assist our clients with buying, selling and renting a home. The company is a wholly owned subsidiary of PenFed Credit Union and is the largest independently-owned brokerage in the Berkshire Hathaway HomeServices network, placing us in the top 1% of all real estate brokerages in the country.
With almost 60 offices and nearly 2,000 world-class sales professionals, we offer complete service coverage in Virginia, Maryland, the District of Columbia, Delaware, Pennsylvania, West Virginia, Florida, Tennessee, Kansas and Texas. In addition, we also offer specialized client services which include management of vacation properties and long-term rentals, corporate relocation services and national referral network.
Equal Employment Opportunity
PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.
PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 402-639-8568.
