Finance advisor jobs in Erie, PA

Equity ECS is a full service commercial real estate firm. Our comprehensive platform includes development, construction, brokerage, and property management services that are tailored to provide solutions to each client's needs. As Investor Relations Associate, responsible for the investor lifecycle and experience. Keep current investors informed of investment performance while assisting in the solicitation of additional investments, along with new investors. In this role, you will represent Equity and will do so with a high degree of confidentiality, professionalism, and customer service. Responsibilities/Execution: Proactively connect with and form relationships with investors through various means including, but not limited to cold calling, industry groups and associations, social media, in-person networking, email, and promotional marketing. Set individual meetings for the Director of Capital Markets with 3-5 new investors each week Maintain investor relations lifecycle core processes and ensure they are followed by all. Maintain Yardi Investor Manager module for investor portal and reporting. Maintain and update investor CRM. Facilitate distribution of investor documents as needed. Coordinate investor committee meetings. Execute investor capital calls. Deliver investor reports in alignment with the asset operating agreement. Create and communicate Fund level reports, as needed Assist with the distribution process. Communicate distribution information to investors. Assist with onboarding acquisitions and development assets related to investor documentation and capital calls. Coordinate and maintain investor documentation. Lead documentation management with assistance from internal team. Assist with lender requirements of investor documentation. Assist with annual distribution of K-1s to investors. Education & Certifications Bachelor's Degree in accounting, finance or real Estate 2+ years of real estate investment, asset management or financing Proven ability to perform financial analysis Proficient with Microsoft Office Suites, skilled level using Excel YARDI and SharePoint experience, preferred What's In It For YOU: The confidence that comes in working for a well-established, privately held national company. A work environment that allows and encourages individuals to use their skills and talents to advance in their role and profession. A full benefits package with costs that don't break the bank. Paid Time Off in addition to 8 paid Company holidays. …And a lot more that we are excited to share with you Equity | ECS is an EQUAL OPPORTUNITY EMPLOYER

Mutual Fund Analyst - Fund Activation & Servicing 📍 Pittsburgh, PA | Hybrid About the Role We're hiring a Mutual Fund Analyst to join our Fund Activation & Servicing team. This is a great opportunity to build your expertise in mutual fund operations while supporting the onboarding, settlement, and maintenance of open-ended mutual fund accounts. You'll work across NSCC platforms (Matrix and FundSERV) and partner with teams in operations, risk, and technology to keep processes running smoothly and accurately. What You'll Do Open and maintain mutual fund accounts through Matrix, FundSERV, and manual forms Support settlements and share movements related to corporate action events Manage account updates, audit requests, and wiring instruction changes Investigate and resolve daily settlement discrepancies and exceptions Reconcile custody positions against fund statements for accuracy Process stock power requests and account transfers What We're Looking For Bachelor's degree in Finance, Accounting, Business, or related field 1-3 years of experience in mutual fund operations, trade support, or fund accounting Familiarity with Matrix, FundSERV, or similar settlement systems Strong attention to detail and problem-solving skills Organized, deadline-driven, and comfortable managing multiple priorities Proficient in Excel and eager to learn new platforms Nice to Have Knowledge of corporate actions and custody processes Experience with daily reconciliations or exception management Clear communicator and team player with a proactive mindset Why You'll Love Working Here Client-focused culture: Deliver meaningful work that directly supports clients Collaborative environment: Partner with skilled professionals across multiple teams Room to grow: Learn, innovate, and take ownership of your work Values-driven: Integrity, teamwork, and continuous improvement are at our core

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of client interests, as well as the personal and professional growth of team members. PCFAs work directly with a variety of business partners and centers of influence to uncover and identify prospective opportunities. Primary responsibilities include Develop a high-quality wealth management practice that provides a personalized wealth management strategy. Enhance and preserve relationships with key partners to boost client introductions and engagement. Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. Grow existing relationships through partnership referrals. Tailor wealth management planning to meet client needs. Utilize the knowledge of internal stakeholders and specialists in delivering a variety of services, including financial planning, investment management, insurance, and estate planning. Qualifications, Education, Certifications and/or Other Professional Credentials Series 7, 63, 65 (or 66) active and valid. A valid, active Insurance Life/Health/Variable licenses is required or must be obtained within 60 days of starting the role as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new business development and client book management. Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high-net-worth individuals. Comfortable operating in a dynamic, entrepreneurial environment. Bachelor's degree is preferred. Pay Transparency Commissioned based. Individuals in this role have historically earned between $105,000 and $250,000 per year based on performance and productivity against commission plan parameters. For an overview of our benefits, visit *************************************** We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Work Schedule Hours per Week: 40 Work Schedule: Varies Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. This sales role is commission-based. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

We provide asset management, wealth management and banking expertise to consumers and institutions around the world. We partner with various teams across the firm to help individuals and institutions navigate changing markets and take control of their financial lives. We work one-on-one with clients to advise and deliver customized strategies within Equities drawn from our deep investment experience, diverse wealth management capabilities and global reach. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of our Global Investment Bank. Your Impact We are looking for a Strategist to join the team. As a Strategist, you will use your quantitative techniques and industry knowledge to help our asset management and private lending business. Projects typically span various and products and entail extensive interaction with the division's clients, portfolio managers, risk managers, marketers, salespeople and senior management. Responsibilities: Responsibilities: • Working closely with portfolio managers and traders to build quantitative models and tools to streamline their trading and portfolio management process • Designing and producing customized client-facing performance reporting, scenario analytics, and marketing materials • Working closely with the Private Bank lending business to provide analytics, tools, and models for valuation and risk management • Developing and maintaining risk management tools across equities for senior management, portfolio managers, and traders Qualifications • Communications skills are essential • Deep experience in a quantitative discipline • Programming skills and/or math background are required • Intelligence, creativity, and problem-solving skills • A self-starter, should have ability to work independently as well as thrive in a team environment

Assistant Personal Lines INSURANCE Private Client Advisor opening in Hauppauge, Long Island, NY. Provide processing support to the Private Client Advisor team for all lines of personal insurance; ensure that policy transactions are processed and accurate - including policy changes, binders, ID cards, evidence of insurance, misc. applications & supplemental forms. Communicate with customers, as needed, to obtain information necessary to complete transactions; assist client Advisor team in the management of workflow of assigned book of business; exceptional verbal and written communication skills; exceptional organizational ,planning , problem solving and multi task skills. Ideal candidate has working knowledge of AMS360 a plus; 2+ years of solid personal lines experience - HNW a plus but not required; Property & Casualty Insurance License in good standing. Company paid Health, Dental, Vision and Life Insurance. 401K with match, Quarterly and Annual Agency Growth Bonus, Company paid AAA, Holidays and PTO. Optional in-house Gym Membership. Beautiful new office and a GREAT team work environment. Salary up to $85k DOE. (DC13034)

Corten Real Estate Management LLC ( ************************ ) is recruiting an Analyst - Investments to support all aspects of the firm's investment and portfolio management processes, from initial deal due diligence/analysis through asset disposition. This role is built for someone who wants hands-on responsibility from day one and the ability to materially influence investment outcomes (sourcing, underwriting, asset management, dispositions) in an entrepreneurial environment. Culture fit matters at Corten - we are in-office, highly collaborative and competitive problem solvers. Duties & Responsibilities: Complete underwriting, market analyses, due diligence and financial analyses Assist in the due diligence process for new investments across all aspects of the transaction, including physical, financial, legal and operational reviews Assist is asset management Prepare investment memoranda for new acquisitions as well as asset dispositions; prepare other documents required by the firm's investment committee and assist in the compilation of meeting minutes Develop/update valuation models, monitor investments and participate in asset management Conduct market research to identify potential target markets for new investment opportunities Develop marketing and reporting presentations, fundraising collateral, other research reports, and special projects Highlights: • Broad capital stack exposure: Common equity, participating preferred equity, mezzanine / subordinate debt and stretch senior loans • Active deal velocity: Corten is actively targeting value-add acquisitions, special situations, and structured recapitalizations • High-impact seat: Work directly with senior team members across underwriting, market research, due diligence, and portfolio strategy development • Visibility & upward mobility: Lean team structure where performance is noticed and rewarded Qualifications: Bachelor's degree - business, finance, economics or real estate emphasis preferred 2+ years in real estate private equity, investment banking, or structured finance Multifamily or credit experience preferred, but not required if skillset is sharp and mentality is entrepreneurial Exceptional quantitative and analytical skills, with a high degree of attention to detail Ability to communicate (orally and in writing) in a highly professional manner Must possess Office 365 platform skills and demonstrate advanced proficiency in Microsoft Excel Must be a highly organized self-starter that functions well in a team of multi-taskers

About Us "To Be Distinguishable, One Must Push The Limits Of Creativity.” Abel Richard is an ultra-luxury Maison redefining modern refinement. Located in the heart of New York City, Abel Richard specializes in rare, limited-edition creations that blend technology, high-tech material design, personality, and purpose. Every component tells a story. Every silhouette is a conversation starter. Position Overview The Boutique Client Advisor serves as the face of Abel Richard, responsible for curating an exceptional client experience at the highest echelon of luxury. The ideal candidate brings a refined understanding of the New York luxury landscape and deep experience serving UHNW collectors, global tastemakers, and private clients. They will embody the Maison's spirit through poised presentation, impeccable service, and an intuitive ability to build lasting, meaningful relationships. In this role, you will connect with an elite clientele drawn to Madison Avenue, SoHo, and the international art and fashion scene, representing Abel Richard as both a storyteller and a trusted advisor. Key Responsibilities Represent Abel Richard with discretion, artistry, and elegance in all client interactions. Curate personalized, world-class experiences that reflect the Maison's craftsmanship and creative heritage. Build, nurture, and expand long-term relationships with UHNW clients, collectors, and global clientele. Partner with management to support private appointments, bespoke commissions, trunk shows, and exclusive events. Utilize CRM tools to strengthen relationships, ensure consistent follow-up, and deliver superior after-sales care. Leverage New York's cultural calendar-fashion weeks, art fairs, and private gatherings-to develop new relationships and elevate the brand's presence. Requirements Minimum 5 years of experience in ultra-luxury retail, ideally within high jewelry, fine watches, or heritage leather maisons. Established client book within the New York or global luxury market, with strong relationships among collectors and connoisseurs. Impeccable personal presentation, refined communication, and exceptional discretion. Deep understanding of UHNW client expectations, luxury service culture, and cross-cultural etiquette. Multilingual fluency preferred (Mandarin, French, Arabic, or Spanish). Proficient in CRM systems, clienteling, and long-term relationship management. Compensation & Privileges Earning Potential: (hourly + commission) Structure: Hourly compensation with competitive draw vs. commission Incentives: Commission-based earnings reflective of ultra-luxury performance standards Comprehensive benefits program focused on wellness and work-life balance, our package includes a wellness reimbursement benefit and paid time off.

ONIVERSE is looking for dynamic Client Advisors to join its first ANTONIO MARRAS store in the heart of New York City, NY! Job Title: Client Advisor Reports to: Store Director FLSA: Non-exempt Hourly Base Salary: $22-$30 USD plus monthly commissions About the brand: Antonio Marras started his journey in fashion in 1987 and launched his label in Milan in 1999. As a multidisciplinary artist working across fashion, cinema, literature and art, Antonio brings a unique and evolving narrative to the brand. His artistry is at the heart of everything we do, and we are strategically focused on highlighting this distinctive creative identity in every touchpoint, from product to store experience. Job Requirements: Ability to work a flexible schedule, including holidays and weekends Deliver luxury, one-on-one customer service as a Marras Brand Ambassador Meet and exceed personal and store sales goals Build and maintain strong client relationships using CRM tools Follow visual merchandising guidelines Contribute to stock management and product replenishment Passion for the luxury sector and through knowledge of products Share trends, styling ideas, and product knowledge with clients and other team members Proficiency in a second language is a plus Ability to lift more than 20 pounds and stand for long periods of time, bend, stretch, for a short distance engage in repetitive motions, push, pull and carry items (mannequins, clothing, totes, torsos, etc.) Store Cleanliness: at our stores, we take great pride in providing our customers with a clean and well-maintained shopping environment. This includes the cleanliness and organization of the store: including but not limited to the salesfloor, fitting rooms, cash desk area, and backroom areas. As a retail employee, you are expected to take the initiative of upkeeping the cleanliness in the store. Qualifications: Eligibility to work in the US for any Employer High School graduate or equivalent Minimum 2 years of experience in customer service and contemporary or luxury retail industry Excellent verbal, written communication and sales skills, with a strong customer service orientation Commitment, being self-motivated and goal oriented Impeccable presentation and the ability to thrive in a demanding environment Problem solving mindset Benefits Package: Base Salary, plus monthly commissions Medical Insurance Paid Time off and Paid Sick Time Paid Parental Leave*Must meet eligibility requirements 401(K) matching Pet Insurance Pre-Tax commuter benefits for transit and parking (Depending on City/State) Sign on Bonus Referral bonus Employee Discount, Free Uniform and much more! How we do it: • Open Minded • Pragmatic • Authentic • Passionate • Dynamic • Team Player Oniverse was founded in 1986 close to Verona, Italy with the aim to create a new way of selling hosiery and beachwear for women, men and children, through a franchising sales network. More than thirty years later, Oniverse boasts more than 5,600 shops throughout the world with different brands such as Calzedonia, Intimissimi, Falconeri and Tezenis. The success of Oniverse is the result of a number of factors: the huge range of products, the particular attention paid to fashion and the unbeatable quality-price ratio. These are some of the features that have enabled Oniverse to satisfy even its most demanding customers.

Company: Pantzer Properties Job Title: Senior Analyst - Investment Team - Base Salary Range $100,000/yr. to $150,000/yr. - Plus an additional discretionary annual bonus, base salary range does not include this. Pantzer Properties is a fully integrated owner/operator of multifamily assets along the East Coast of the United States. We invest through our fully discretionary private equity fund series known as the Panco Strategic Real Estate Funds. Since its inception, Pantzer Properties has successfully raised six funds and been involved in more than $8 billion of real estate transactions. We currently own and manage approximately 10,000 units and are actively deploying $1.0B of equity in Fund VI. We are strategically positioned with top-tier multifamily properties, experienced leadership, and a 50-year track record. Acquisitions Responsibilities: Underwrite and assist in the overall financial analysis of potential acquisition opportunities. Prepare cash flow models that will be utilized to value real estate investments, including equity and debt. Evaluate financing scenarios and provide support for acquisition financing. Prepare investment memoranda for recommended acquisition opportunities. Assist in transaction due diligence by collecting, reviewing, and summarizing property reports as well as other due diligence documents. Assist with transaction closings. Provide research support utilizing internal and external resources. Gather market research and stay current on industry trends. Maintain thorough market awareness in targeted markets through direct research and review of third-party research. Asset Management Responsibilities: Support team with all aspects of monitoring the performance of a multifamily investment portfolio. Assist in the implementation of property business plans, the preparation of asset valuations and annual budgets. Prepare hold/sell/refi analysis. Verify the accuracy of property operating statements and provide actual to-budget variance analysis. Facilitate information flow between property management, accounting, and acquisition teams. Implement, oversee, and monitor turnaround strategies for any underperforming assets. Create presentation materials and communications sent to investors and executive management. Evaluate the local markets to identify changes and trends and the related impact on real estate values and investment strategies. Participate in the disposition process and assist with due diligence through closing. Establishment and maintenance of project files and databases. Assist with analysis related to investor deliverables and reporting. Application Requirements: 1-2 Years of investment/advisory work experience, preference given to previous employment at a principal real estate firm, brokerage, or investment bank. Strong financial modeling skills (candidates should expect a test). We're looking for pre-MBA candidates. MBA's will not be considered. Strong analytical, interpersonal, writing, and research skills. Excellent organizational and communication skills. Self-motivated, resourceful, and proactive. Ability to work independently, effectively prioritize, and multi-task under pressure. Understanding of the private equity business model and real estate industry. Familiarity with East Coast markets is a plus. Multifamily asset-class experience is a plus.

The Investor Relations Analyst supports effective communication with the investment community by preparing investor materials, conducting market and financial research, and leading quarterly KPI gathering to ensure accurate performance storytelling. The role also assists with investor targeting, monitors consensus and analyst coverage, analyzes peer earnings, and develops presentation materials, while collaborating with cross-functional teams to maintain clear and consistent messaging. KEY RESPONSIBILITIES: Support the drafting, refinement, and dissemination of quarterly reports, press releases, shareholder letters, and other materials to keep investors informed; leverage AI-driven sentiment analysis to evaluate tone, clarity, and market perception across communications Partner with Finance and functional leaders to gather, validate, and interpret key performance metrics; ensure data accuracy and consistency for use in investor storytelling, earnings materials, and executive summaries Conduct detailed analyses of the existing and prospective shareholder base to identify high-potential investors; synthesize insights into targeted outreach strategies that support long-term shareholder engagement Monitor industry trends, macroeconomic developments, competitor performance, and regulatory changes; prepare concise research summaries and insights to inform leadership decision-making and investor positioning Review and summarize peer earnings results, sector-wide commentary, and market reactions each quarter; highlight themes, risks, and opportunities relevant to the company's narrative and investor messaging Track analyst models, estimates, and published research to ensure accuracy of consensus data; compile summaries of analyst commentary, ratings changes, and media coverage affecting investor sentiment Assist in the creation, refinement, and regular update of presentation materials for investor meetings, conferences, and roadshows; ensure clarity, consistency, and alignment with corporate messaging Partner with Finance, Corporate Communications, Legal, and Marketing to maintain alignment across disclosures and messaging; gather and catalog brand advertising (TV and social media) each quarter to support broader perception and narrative analysis POSITION QUALIFICATIONS: Bachelor's degree in Finance, Business, or a related field; with 2+ years work experience in finance, business, or a related area Strong written and verbal communication skills Excellent organizational and time management abilities Experience in Microsoft Office Suite (Excel, PowerPoint, Word) Attention to detail and accuracy Ability to work collaboratively in a team environment Interest in financial markets, macroeconomy, and investor relations Someone who is local to the Akron, OH area and available to be in office for a hybrid schedule BENEFITS AND PERKS: Comprehensive healthcare, dental, and vision insurance to keep you and your family covered Generous 401(k) matching after just one year to help secure your financial future Ample paid time off, plus seven holidays to recharge and unwind Exclusive discounts on premium merchandise just for you Dynamic Learning & Development programs to support your growth And more!

Role:- SAP FICO, FM, and PS SME **Currently Remote but can change to hybrid. Only candidates 1.5 hours or less from Middletown, PA will be considered** The selected candidate will perform a variety of support duties, including: • Serve as SME for Finance, Funds Management, and Project Systems process for supporting the current systems as well as supporting the implementation of any new S/4HANA-based financial enterprise software system, application, processes or procedures as part of the SMART project. This includes integration with other SAP modules and other related PTC systems. • Serve as an IT point of contact and subject matter expert for Finance, Funds Management, and Project Systems related activities, coordinating with project, system integrator, and business resources as needed. • Partner with the system integrator, internal IT, and the business finance teams to provide configuration, development, testing or other required support for PTC financial systems. • Quickly adapt and learn PTC's current As-Is Finance, Funds Management, and Project Systems processes to facilitate mapping these processes to the To-Be processes in the SMART project. • Work with the system integrator, internal IT, and the business finance teams to support the implementation of any new or enhanced processes or reporting capabilities. • Support, develop, and document changes in Finance, Funds Management, and Project Systems processes in the current ECC and future S/4HANA environments as needed. • Support data profiling, cleansing, reconciliation, testing, and validations of master and transactional data in support of project activities. • Assure modifications and upgrades are thoroughly and successfully tested and documented. • Partner with the system integrator, internal IT, and business teams to support reporting and analysis of financial and project systems information. • Assist project team in identifying Finance, Funds Management, and Project Systems related training needs, including initial training for new users, training on new processes or training to groups on specific functionality in the S/4HANA environment, etc. • Assist in troubleshooting and resolving issues in the current ECC environment and provide support during cutover and post-go live in the S/4HANA environment. • Support best practices for system and process change management and business practice documentation. Minimum Experience • At least 10 years of experience in configuring and supporting SAP ECC 6.0 and S/4HANA Finance, Funds Management, and Project Systems. • At least 2 implementation project experience in configuring S/4HANA Finance, Funds Management, and Project Systems. • Extensive knowledge and experience with SAP Finance and Controlling components with a strong understanding of the related end to end business processes • Strong knowledge and deep experience working with Project Systems components of SAP, ideally using both ECC and S/4HANA. • Experience with month-end and year-end financial processes in SAP ECC 6.0 and S/4HANA • Experience participating in process discovery and design workshops to develop and deliver SAP Finance, Project Systems and Funds Management solutions, ideally using SAP S/4HANA. • Candidates must have thorough understanding of end-to-end business, data, and transaction processes. • Experience developing, reviewing, and editing design documents (functional design, technical design, testing, etc.) as well as training material (process documents, job aids, etc.) as needed. • Understanding of financial procedures, policies, and regulations for public agencies. Desired Skillset • Experience with real time and batch integration between SAP ECC 6.0 AND S/4HANA and other systems and vendors for finance related processes. • Experience in Background job processing in SAP ECC 6.0 and S/4HANA for finance related processes. • Experience in handling postings for various forms of payments such ACH, and Check and real time payments including digital payments processed in SAP • Experience in integrating SAP ECC 6.0 and S/4HANA with external systems and banks. • Experience with Integrations to and from Microsoft Dynamics • Experience as a user with ServiceNow and Microsoft Azure DevOps (ADO) • Experience with planning and executing migrations from ECC to S/4HANA • Experience developing, documenting, and reviewing test scenarios, cases, scripts, and results as well as conducting hands on testing in ADO if necessary. • Experience with planning and executing brownfield migrations from ECC 6 to S/4HANA including supporting migrations to cloud-based S/4HANA environments and transitions from SAP GUI to Fiori. • Experience developing, documenting, and reviewing test scenarios, cases, scripts, and results as well as conducting hands on testing in ADO if necessary. Certifications / Education • Bachelor's degree in business management or information systems. Equivalent combination of education and/or experience may be accepted. • Certifications in S/4HANA Finance, Funds Management, and Project Systems are strongly preferred Engagement Requirements • Candidate's location is preferred to be within the Continental United States. • The work location will be virtual/remote until further notice. When required to be onsite, the work location will be at either PTC's Central Administration Building located at 700 South Eisenhower Boulevard in Middletown, PA, or PTC's Turnpike Industrial Park location located at 2850 Turnpike Industrial Drive, Middletown, PA. • In-person interviews or work sessions with stakeholders will be conducted at the PTC facilities in Middletown, PA. • Overtime requests always need to have prior approval of Project Principal with the rightful reasons for overtime. • This position is primarily remote; however, this position may require reporting to the commission headquarters during key phases of the project - Solution Confirmation, Program Increment Cycles (PI), Showbacks, System Integration Test Cycles (SITs), User Acceptance Test (UAT), Go-Live, Immediately Post- Go-Live (Hypercare). The PTC will provide the onsite requirements when onsite is required. • Any assigned PTC Equipment must be picked up in-person, by the resource, at the PTC's Middletown, PA office. Travel costs associated with picking up this equipment will not be reimbursed. • Remote connectivity: computer equipment and access to required administrative services and facilities will be provided to vendor resources as required. Computer equipment for use while engaged with the Turnpike may include a laptop, iPad or other tablet device, laptop bag, monitors, wireless keyboard, mouse, or other equipment as required to perform job functions. When an engagement ends, all equipment issued to the vendor resource must be returned to the PTC within 2 weeks of the resource being offboarded. All equipment shall be returned to the PTC in good working condition. The Prime Contractor will be invoiced for any unreturned equipment or equipment damaged beyond reasonable wear and tear. • No additional compensation for any travel required, if the resource is based within a 3-hour commuting distance. The rate is inclusive of any travel costs. • Travel expenses submitted for reimbursement must adhere to federal GSA guidelines governing hotel, mileage, and meals per diem rates, and must include appropriate expense documentation (receipts). GSA Guidelines are available at: *********************************************************************************** • Vendors are responsible for providing complete and accurate information and correctly completed forms for on-boarding resources. The vendor should allow a minimum of five to seven business days to fully on-board new resources. Vendor resources must: • Complete the consultant onboarding spreadsheet provided by the PTC. • Sign the PTC's “Acceptable Use of Commission Technology Resources” (Policy 8.01) and the Non-Revenue Card Application Use Agreement for door access. • Provide a contact phone number and a current professional photo. • Must provide a copy of the results of a Pennsylvania Access to Criminal History - Record Check Certification (ePATCH) of the selected candidate dated after the release date of the Statement of Work. • Provide a copy of the results of a National Criminal Check. • If vendor resources will manage or access PTC systems and/or data for the Commission, they must sign a non-disclosure agreement (NDA), which must also be approved and signable by their PTC supervisor. • The PTC IT Department has established the following guidelines while working virtually and the vendor resource is expected to follow them: • Use cameras during meetings. • Maintain a professional appearance when in meetings and on camera. • Resources must be available to come to the PTC work location within 3 hours in case of an emergency. • The vendor-provided resource is expected to be on-site as needed for planned implementations or system issues (when required) with advance notice given when possible. • Resources must abide by all published IT Standards, including those published publicly at *************************************

The Investment Analyst will work closely with the other members of the Family Office's investment team, as well as Accounting, Finance, and Family Services colleagues. The Investment Analyst will have exposure to all aspects of the investment program and will work with select investment managers and external advisors to provide a seamless delivery of exceptional service to clients of the Family Office. This position will deal with highly sensitive and confidential information. Absolute discretion, confidentiality, and professionalism are required. Key Responsibilities: Responsible for maintaining and updating internal investment reporting files for all investment documentation received. Create, compile, and update performance metrics, presentations, investment reports, and transaction schedules for stakeholders. Work with third-party administrator and software providers to ensure accuracy of investment reporting. Assist in the accounting and treasury process, as appropriate, ensuring accurate and timely completion. Conduct investment analysis, due diligence, and research on existing managers and market themes. Assist with monitoring existing fund investments, co-investments and manager relationships. Assist in the preparation of investment memoranda, investor letters, and portfolio updates. Participate in update calls with investment managers as requested. Prepare and monitor financial reports and statements requested by stakeholders. Participate in special projects and additional tasks as requested. Required Knowledge, Skills, and Abilities: Bachelor's degree with focus on finance, economics or accounting. Additional degrees and certifications are a plus. Up to two (2) years' experience working in a financial services firm, investment manager or family office. Experience with a family office or with high-net-worth clients encouraged. General knowledge of investment products and strategies including passive investments, mutual funds, hedge funds, private equity, and structured notes. Evidence of self-motivation, initiative, and the ability and willingness to learn and accept higher-level responsibilities. Demonstrate strong organizational, time management, and planning skills with the ability to independently prioritize work. Demonstrates a professional and positive demeanor at all times. Detail orientated with superior organizational skills. Team player with the ability to collaborate with others while also able to work independently. Ability to work in a fast-paced, evolving environment and assist with other duties as assigned. Flexibility and ability to adapt to changing priorities and multi-task with demonstrated attention to detail and accuracy. Must be highly confidential, exercise absolute discretion, and display strong judgment. Experience handling sensitive and/or confidential financial information and maintaining ongoing confidentiality Computer proficiency with Excel, PowerPoint and Bloomberg. Additional experience with investment reporting software (e.g., Addepar) is a plus Working Conditions: Work in an office environment. Exposure to travel conditions by automobile, airplane, or public transportation. Ability to work in New York City and travel as required. Salary Range: $85,000-$105,000 The physical demands and work environment characteristics described here are representative of those a colleague encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The above is intended to describe the essential job functions, the general supplemental functions, and the essential requirements for the performance of this job. It is not to be construed as an exhaustive statement of all supplemental duties, responsibilities, or nonessential requirements. IFO Group, LLC has the right to change, modify, suspend, interrupt or cancel in whole or in part any job functions outlined in a job description at any time and without advance notice to the employee.

The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers of influence and business partners. This position supports a Financial Advisor team and assists with new business, managing client relationships, reviewing portfolio performance with clients and completing client service requests. This individual also conducts securities transactions, holds educational branch meetings as required, communicates effectively within team and management and submit required reports in a timely fashion as requested. An Associate Financial Advisor should be in good standing in their community. Essential Functions * Assist with setting personal goals and targets and meet and/or exceed annual production guidelines * Maximize technology tools available and provide required reporting on a timely basis * Cultivate potential referrals from existing clients, Retail offices, Northwest's departments and centers of influence in the community * Complete financial profiles and accurately analyze customer needs and recommend products and services accordingly, taking into account all suitable alternatives * Perform presentations, meetings, account reviews and seminars with prospects and/or clients; coordinate customer documentation and agreements; correspond as necessary * Monitor client accounts and transactions on an ongoing basis * Cross sell other Northwest products and services and provide branch training on a periodic basis * Recommend new marketing initiatives / potential new business opportunities / improvements to internal procedures * Ensure compliance with Northwest Investment Services and broker dealer policies and procedures; obtain continuing education, as required * Ensure compliance with FINRA/SEC regulations and requirements (licensed representatives) * Conduct securities buying and selling as directed by client (licensed representatives) * Review financial/investment markets daily * Establish a presence with your community * Minimize departmental non-payroll costs * Sit in Northwest Bank branch offices assigned by Regional Sales Manager Additional Essential Functions * Ensure compliance with Northwest's policies and procedures, and Federal/State regulations * Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency * Work as part of a team * Work with on-site equipment QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Preferred Education Bachelor's Degree Finance / related degree Work Experience 2 - 3 years relevant experience General Employee Knowledge, Skills, and Abilities * Ability to establish effective working relationships among team members and participate in solving problems and making decisions * Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written * Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information * Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information * Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas Additional Knowledge, Skills and Abilities Ability to analyze financial data Knowledge of mutual funds, stocks and bonds Knowledge of investment markets, general economic fundamentals and available products and services Knowledge of Custodian Accounts Knowledge in Investments, IRA's and Estates Knowledge of Fiduciary, ERISA and brokerage account types Knowledge of Employee Benefits Licenses and Certifications Series 7 Life/Accident/Health Series 63 and 65 or 66 Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at Erie Federal Credit Union in Erie, PA would allow you to join Erie Federal Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at Erie Federal Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to Erie Federal Credit Union for financial solutions. This position will offer: The ability to service an existing book of business upon hire The ability to build a strong client base with the credit union's exceptional referral system Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals The opportunity to find new clients via the credit union's member base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL's combination of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the credit union's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with TruStage, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Erie Federal Credit Union. Tracking # 1-05026674 Pay Range:40000 - 60000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Duties and Responsibilities Analysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth opportunities. Analysts work closely with Associates, VPs, Principals and Managing Directors in all aspects of soliciting new business opportunities and executing live transactions on behalf of clients. They are an integral part of our small transaction teams completing deals ranging from $50 to $500 million in value. This position presents an opportunity for qualified candidates to develop an expansive knowledge of investment banking practices and products, including complex domestic and cross-border mergers & acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. Specific duties will include: Financial modeling and analysis across a wide range of industries Drafting descriptive memoranda for sale and financing assignments Creating materials for advisory assignments, including fairness and valuation opinion presentations Identifying, evaluating and contacting potential targets or acquirers Organizing and coordinating due diligence sessions with transaction counterparties Preparing presentations and pitch material for the solicitation of new business Writing research reports on select industries and sectors Culture Unique to TM Capital, our professionals benefit from working directly with senior partners, gaining access to their knowledge and experience along the way. Our culture is inherently collaborative. Professionals are encouraged to be proactive, independent thinkers and are afforded as many opportunities as they are willing to seize. We are passionate about the quality of our work, the strength of our team and the success of our clients. We are seeking an individual who shares the same level of excitement regarding our industry, is motivated to take initiative and committed to meeting challenges. We offer competitive salaries with bonus eligibility and an attractive benefits program. Qualifications The ideal candidate is a highly motivated, articulate individual possessing strong analytical, writing and technical skills. The candidate must be entrepreneurial and team oriented. A strong work ethic and a great attitude are also critical. 2 - 4 years of experience working with middle market companies and strong academic credentials, including a Bachelor's degree from a top school, are required. Applicants with prior investment banking, corporate development, accounting or consulting experience are preferred. About TM Capital: TM Capital Corp. is a partner-owned investment banking firm based in New York, Boston and Atlanta, which has completed over 350 transactions with a combined value in excess of $25 billion. Since 1989, we have advised clients navigating a full range of critical transactions, including complex mergers, acquisitions, debt and equity financings, minority and majority recapitalizations, restructurings, and advisory services including takeover defense, fairness and solvency opinions and valuations. We have built deep industry expertise in key sectors and our team regularly publishes research highlighting current and emerging trends in targeted industries and markets. TM Capital is a member firm of Oaklins, the world's most experienced mid-market M&A advisor with over 700 M&A professionals in over 60 offices operating in the major financial centers in the world. Members have closed over 1,500 transactions totaling more than $75 billion in value over the past five years. TM Capital is an Equal Opportunity Employer.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

MacLean-Fogg is a global manufacturing company with more than 100 years of innovation and excellence. Guided by our core values-Integrity, People, Customers, and Stewardship-we continue to build on a century-long legacy while driving the future of manufacturing. Our diverse businesses serve the automotive, industrial, and other critical industries, creating an environment where talent thrives, creativity flourishes, and collaboration drives success. Location: Multiple U.S. Locations - View all locations Program Duration: Summer 2026 (10 Weeks) Pay Range: $18-$25 per hour (based on location, experience, and academic level) Program Overview Our Summer Internship Program offers real-world exposure to corporate finance and the opportunity to contribute to meaningful projects from day one. Over 10 weeks, you will gain: Hands-on experience in financial analysis, reporting, and business operations. Mentorship and guidance from experienced industry leaders. A professional network across functions and facilities. Career-ready technical and professional skills. When applying, you will be prompted to select all MacLean-Fogg locations where you are interested in being considered. What You'll Do As a Finance Intern, you will: Assist with financial planning, budgeting, and forecasting activities. Support monthly and quarterly reporting by preparing data and analysis. Conduct variance analysis to compare actuals against forecasts. Partner with business units to understand financial drivers and performance. Complete a capstone intern project and present results to leadership. Qualifications We're seeking motivated students who are ready to learn, grow, and contribute: Currently pursuing a degree in Finance, Accounting, Economics, or Business Administration (or related field). Minimum 3.0 cumulative GPA (on a 4.0 scale). Proficiency in Microsoft Excel; familiarity with ERP or financial systems is a plus. Strong analytical, problem-solving, and communication skills. Collaborative mindset with a willingness to take initiative. Ability to work on-site at one of our locations for the duration of the program. Compensation & Benefits Competitive hourly pay. Skill development through hands-on learning. Structured mentorship and feedback. Networking opportunities with peers and professionals. Experience presenting to leadership at program completion.