MBA Graduate Financial Management and Planning Capstone

WORK 601
Open Closing on June 1, 2025 / 2 spots left
University Canada West
Vancouver, British Columbia, Canada
Eva Peng
She
Practicum Coordinator
6
Experience
2 projects wanted
Dates set by teams
Preferred companies
Canada
Any company type
Any industries

Experience scope

Categories
Accounting Financial modeling Financial services Investment Risk, audit and compliance
Skills
financial modeling and forecasting investment strategy development risk management financial planning critical thinking and problem-solving analytical thinking
Learner goals and capabilities

The MBA Graduate Practicum Program (GPP) at University Canada West offers a unique Work-integrated Learning experience. In this program, employers have the opportunity to hire MBA students for roles that can be paid, unpaid, or stipend based. These positions require a student commitment of 12-24 hours per week, and require employers to provide mentorship throughout the process. For the Summer 2025 Term, which runs from July 7th to September 21st 2025, the program is set to place 8-10 students.


Students are equipped with a comprehensive understanding of financial principles, capable of analyzing and managing investment portfolios, and adept in personal financial planning, including retirement strategies and understanding of taxation and risk.They gain expertise in the management of navigating regulatory frameworks and risk management practices, alongside a profound grasp of green and sustainable finance, focusing on Environmental, Social, and Governance (ESG) investment decisions. 


Participating in the MBA GPP presents employers with the opportunity to tap into a talent pool of seasoned MBA students. Employers can benefit from the fresh perspectives and up-to-date academic knowledge these students bring to tackle complex business challenges. 


Application Process:


  1. Eva Peng (coordinator) will ask for a job description/project description to determine how closely it matches with the criteria for this level of MBA Placement. Project scope and details can be adjusted if necessary, and we ask you to carefully answer the screening questions.
  2. If your job/project description is a good fit for the program, students will be invited to apply to the Project on Riipen, between May 19th-June 19th. ***Please note that your Project might not receive applications***
  3. Accept or decline the student's application within 7 days of receiving
  4. Begin work with the student starting July 7th at the latest and ending September 21st at the earliest. Depending on the nature of the Project, students may start work earlier or finish later, but they must be working on your Project for the duration of July 7th to September 21st.
  5. Upon completion of the Project, submit feedback on Riipen within 7 days


Criteria for Project Acceptance to the MBA Capstone


  1. We prioritize organizations that are established and have been operating in North America for a minimum of three years.
  2. We prioritize organizations that have at least 3 full-time, permanent employees.
  3. We prioritize Projects that involve high-level decision-making, leadership, or strategic responsibilities.
  4. The Project should requires the application of MBA-acquired skills in finance related areas, including financial planning, financial analytics, personal or business budget management, investment, etc.
  5. The Project should NOT be primarily administrative, clerical, or sales-oriented without a strategic component, we are open to considering Projects that blend strategic and transational tasks.


Learners

Learners
Graduate
Advanced levels
10 learners
Project
200 hours per learner
Learners apply to projects
Individual projects
Expected outcomes and deliverables

Deliverables will vary depending on the scope of the project and might include: 


  • Financial Models and Projections: Advanced financial models presented in Excel or similar, complete with thorough documentation of methodologies and assumptions.
  • Comprehensive Reports: Including executive summaries, detailed analyses, conclusions, and actionable recommendations, formatted according to industry standards.
  • Presentation Decks: Engaging summaries of findings and strategies, prepared in PowerPoint or similar, ready for professional audience delivery.
  • Case Studies: Analyzing real-world financial challenges and solutions, presented as detailed narratives or reports.
  • Regulatory Strategy Documents: Outlining compliance strategies and regulatory impact, presented in clear, structured documents.


Project Examples

Requirements

Our MBA students are equipped with several accounting and finance competencies which include but are not limited to:


  • Managerial accounting & financial reporting: preparing and analyzing accounting records, financial reports, and statements.
  • Financial management & minimizing risks: analyzing financial data for cost projections.
  • Investment analysis & management: evaluating investment securities and portfolios.
  • Personal financial planning: strategies for financial planning goals.
  • Global financial institutions management: financials risks and regulatory frameworks.
  • Green (sustainable) finance: evaluating sustainable financial ventures and products.


Please note that MBA students will not be able to take on Projects that are primarily administrative, or do not emphasize strategic skills such as cashier work, bookkeeping/clerical work, etc. However, we understand that due to the sensitive nature of financial work, and considerations around sensitive data and documents, that there may be a blend of strategic and non-strategic/transactional tasks. 

Additional company criteria

Companies must answer the following questions to submit a match request to this experience:

  • Q1 - Checkbox
     *
  • Q2 - Checkbox
     *
  • Q3 - Checkbox
     *
  • Q4 - Checkbox
     *
  • Q5 - Checkbox
     *
  • Q6 - Checkbox
     *
  • Q7 - Text short
    Please provide a few specific examples of high-level decision-making, leadership, or strategic responsibilities that students might undertake. For example: conducting market analysis for investment decisions, preparing financial forecasts, or developing risk mitigation strategies.  *
  • Q8 - Text short
    Please confirm that this Project is not primarily administrative, clerical, or sales-oriented without a strategic component.  *