Finance analyst jobs in Franklin, TN - 182 jobs

The Judge Group is currently hiring a Senior Financial Analyst for a fantastic client of ours in Columbia, TN! This is a direct hire, full time position. Interested and qualified candidates are encouraged to apply! The Senior Financial Analyst is an integral member of the Fiscal Planning department, working under the supervision of the Controller. This role serves as a liaison between Finance and department managers, ensuring accurate financial reporting against budgets and benchmarks. The position collaborates with the Management Team to develop annual capital and operating budgets, monitors biweekly productivity, and provides monthly and ad hoc reporting. Key Job Responsibilities Create, validate, and distribute monthly financial reports. Conduct monthly financial review sessions with department managers. Prepare monthly net revenue calculations and reconciliations. Act as liaison between Finance and department managers. Develop annual capital and operating budgets with manager input. Serve as backup for biweekly productivity reporting and system maintenance. Provide education and training on financial topics and fiscal planning tools across the organization. Fulfill data requests related to strategic planning and projects. Compile and report monthly statistics. Expand utilization of financial and reporting systems. Key Values and Standards Demonstrate teamwork and collaboration. Uphold organizational values and service excellence. Support patient-centered care and stewardship of resources. Meet educational and competency requirements. Job Requirements Experience: Required: 5 years in Finance or Accounting Preferred: 5 years in Financial Analytics Skills: Strong analytical and problem-solving skills Proficiency in financial reporting systems and tools Excellent communication and interpersonal skills

The Research Analyst is responsible for medical records, quality assurance/utilization review and audit preparation. The Research Analyst also provides general support for the Coding Department. JOB RESPONSIBILITIES ESSENTIAL FUNCTIONS: Provide accurate data for Legal requests, such as ledgers, itemized statements, 1500s and medical records as quickly and accurately as possible. Retrieve activities for the HEDIS requests. Ability to accurately interpret medical documentation to ensure they are providing accurate data requested (lab results/orders). Review Pre and Post payments. Provide a detail-focused review of clinical documentation to ensure quality, regulatory compliance, and audit readiness. Maintain all medical records and charts. Assist in utilization review and research programs. Handle documentation management to ensure documents received by the coding department are scanned into the correct patient chart. Assist the department in requesting additional clinical documentation if needed. Abide by all regulatory, company and departmental regulations, policies and procedures, including the Corporate Compliance Program. Contribute to a positive work climate and to the team effort of the department and company. Support PathGroup's mission, vision, goals and management decisions. Become familiar with and abide by the Corporate Compliance Program and all corporate policies, including the Privacy and Security policies. NON-ESSENTIAL FUNCTIONS: Work with other departments within PathGroup and subsidiaries. Nothing in the job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Other duties as assigned.

About ITS: Do you have the CHOPS? IT Solutions lives its values: Client Success is Our Success, Hungry for the Journey, Ownership Thinking, Passionate Problem Solving, and Surrender the Ego. If your values align, we want you to be a part of a fast-growing Managed Service Provider specializing in providing high-end technology solutions to small and mid-market businesses. IT Solutions is a nationally recognized leader in the IT space, with over 25 years of experience and thousands of satisfied clients. Join and grow with us, as we continue to innovate new ways to help businesses Experience Excellence. Job Summary: The Corporate Controller plays a key role in leading and managing all aspects of the company's accounting processes, systems, and accounting personnel. The Corporate Controller is responsible for overseeing the company's general ledger accounting, revenue, accounts payable, cash, and payroll operations, managing accounting records, preparing financial projections, evaluating and managing risk, ensuring compliance with generally accepted accounting principles (GAAP), integrating the accounting operations of acquired businesses, publishing financial statements, analyzing financial data, monitoring expenditures, coordinating financial and tax audits, and ensuring accuracy of financial information. The ideal candidate has a growth mindset and should possess strong analytical skills, exceptional problem-solving abilities, a flair for numbers, be highly organized, self-motivated, proactive, and have excellent leadership skills. Responsibilities: Establish and maintain the organization's accounting processes, practices, procedures, and initiatives including general ledger accounting, chart of accounts maintenance, and account reconciliation and analysis Manage the company's accounting functions (revenue, AR, AP, general ledger, expense management, payroll), personnel, and systems Lead month and year-end close process and deliver on-time financial reporting to the company's management, board, investors, and financial sponsors Serve as company's point person and manage all aspects of the company's annual financial audit, including coordinating internal resources and support materials, liaising with external auditors, reviewing the financial statement preparation and footnote disclosures for on-time completion Develop, implement, and maintain financial controls, guidelines, policies and procedures that protect company assets, promote consistency across the organization, and maintain compliance with GAAP Partner with HR, ensure timely and accurate payroll processing Build and lead an accounting team that thrives on trust and productivity Lead integration of acquired businesses financial reporting, systems, processes, and personnel supporting an aggressive M&A strategy Partner and collaborate with the CFO to make decisions related to the accounting team, set strategic goals, advise business functional leaders on complex financial accounting and reporting issues and current technical accounting developments Support monthly financial reporting, ensuring timeliness and accuracy in the process and preparation of consolidated financial results Collaborate with the CFO and FP&A organization to support the preparation of annual budgets and ongoing forecasts Maintain accounting, financial reporting, financial control, and information systems to ensure adequate records, appropriate authorization of transactions, and asset safeguarding Ensure compliance with industry standards, regulatory requirements, and best practices Collaborate with cross-functional teams to establish and enforce financial controls and accounting procedures Assess current accounting operations, offering recommendations for improvement and implementation of new processes Stay up to date with emerging technical accounting developments Knowledge, Skills, and Abilities: Strong oral and written communication skills Effective time management and multi-tasking skills Maintains the ability to stay organized and be detail-oriented Demonstrates a passion for solving problems or helping others and take the initiative in driving continuous improvement/execution excellence Exceptional organizational skills, including the ability to self-manage and multi-task effectively and accurately in a fast-paced and dynamic environment Thorough knowledge of accounting principles, processes, and procedures Hands-on, player-coach attitude consistent with our small, growing team Ideal technical skills include NetSuite, Quick Books, and Excel Strong attention to detail and a commitment to right-first-time Desire to build a department and thrive in a fast-paced environment Solid foundation of accounting skills and GAAP evidenced through work experience and/or CPA designation Experience: Bachelor's degree in business, accounting, or related field 10+ years progressive accounting experience in private and/or public accounting, ideally with experience in an MSP or technology company with strong recurring revenue and professional services experience Experience with NetSuite or equivalent ERP software highly preferred Certificates, Licenses, Registrations: CPA ITS offers a full benefits package, including: Rich Medical and prescription plans Dental & Vision Paid Holidays and Flexible Paid Time Off 401K/401K Roth with Safe Harbor matching Stock Appreciation Rights Company-paid life insurance, long-term and short-term disability insurance Company-paid mental health support & financial wellness services FSA for medical and dependent care HSA option with compatible medical plan Company-paid training, materials, and exams Performance-based bonuses IT Solutions is an equal employment opportunity employer that provides opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

The Controller is responsible for the integrity of all financial reporting, oversight of accounting operations, and the implementation of robust internal controls. This role ensures compliance with regulatory requirements, supports investment administration, and partners with leadership to drive strategic financial initiatives. The Controller also manages and mentors accounting staff, coordinates with external auditors and tax advisors, and plays a key role in cash management and governance. Working in a single-family office environment means operating within a highly personalized culture that reflects the family's values and long-term goals. Employees are entrusted with a broad range of responsibilities, often spanning financial, administrative, and personal tasks, and benefit from direct access to principals and decision-makers due to the small team structure. The primary objective is to preserve and grow family wealth across generations, emphasizing stewardship and legacy. Discretion, adaptability, and professionalism are critical, as priorities may shift quickly and flexibility is highly valued. While the environment offers unique opportunities, it can also be more isolated, with fewer peers and less formal professional development than larger organizations. Essential Duties and Responsibilities Prepare and deliver monthly, quarterly, and annual financial statements for multiple entities. Generate and analyze income statements, trial balances, and portfolio reports for management and investment committees. Maintain and reconcile general ledger details, ensuring accuracy for audits and tax filings. Consolidate financial data for tax preparers and external reporting. Coordinate and support all audit activities, including AUP testing and SOC report reviews. Ensure all internal controls are documented, validated, and followed for disbursements and payment processes. Provide documentation for tax filings, including K-1s, abandonment letters, and basis calculations in addition to maintaining a detailed annual tax calendar. Prepare and review capital calls for private investments, subscription agreements, and KYC/AML compliance for investors. Approve and process ACH transfers, wires, and vendor payments, ensuring proper controls and documentation. Perform monthly brokerage reconciliations for multiple entities and individuals. Prepare and maintain board materials, support advisory board meetings, and ensure all governance documentation is current. Coordinate year-end activities, including gifts, ACH transfers, and foundation giving. Support real estate investment management and financial reporting. Maintain and update the chart of accounts for multiple entities. Prepare and distribute ad hoc reports and analyses as needed. Support responses to personal financial management requests for principals. Requirements and Qualifications Undergraduate degree in Accounting; Certified Public Accountant preferred. 5+ years of public/private accounting experience; single-family office experience preferred. Background in partnership and pass-through entity taxation is preferred. Proficiency with Microsoft Office, QuickBooks, and investment tracking systems. Experience with cash management, wire transfers, and investment administration. Strong analytical, communication, and organizational skills. Ability to multi-task, meet deadlines, and adapt to change. Must be a self-starter who can work independently with minimal supervision. Collaborative and team-oriented, with a willingness to work flexible hours as needed.

About the role The Analyst Corporate Development is critical to Regent's success in meeting its growth and profitability objectives. In collaboration with Business Development, Operations, Managed Care, Finance and other internal stakeholders, this individual will provide financial guidance and create detailed projections and analyses in support of our efforts to acquire and develop new ambulatory surgical centers (ASCs). This position reports to the Sr. Director Corporate Development. This position requires you to reside near the Franklin TN area and work onsite four days per week. DUTIES/RESPONSIBILITIES: Pro forma financial modeling Create pro forma financial models for ASC acquisition, merger, and de novo opportunities Collaborate with Business Development, Operations, and other internal stakeholders to determine appropriate assumptions used in the financial models Project surgical case volumes and reimbursement rates through a) mapping and manipulating available claims data and b) applying managed care contract assumptions Consolidate, map, and analyze historical financial data Produce pro forma financial statements and evaluate investment returns, including internal rate of return Review financial model results with internal stakeholders, advise of risks and mitigants, and make recommendations that improve the accuracy and viability of projects Develop presentation materials for internal investment approval meetings, as well as external meetings with leaders at target ASCs Perform look-back analyses to compare actual results to model Strategic financial analysis Attend strategy meetings to gain context to projects for more thoughtful analyses Conduct market evaluations to understand the local healthcare market and evaluate potential financial and strategic impacts Identify trends, advise internal teams, and consult with management to guide and influence long-term strategic decision-making Due diligence Lead and direct due diligence across multiple deals, which include comprehensive financial and operational analysis, quality of earnings, understanding the accounting/finance organization, and identification of potential integration considerations Qualifications Required: Two+ years of experience in finance, investment banking, healthcare consulting, or related field r Strong Microsoft Excel skills, PowerPoint Preferred: Bachelor's degree in Finance, Business, Accounting, or a related field Healthcare industry experience Transactional and M&A experience Ability to work and effectively communicate with senior-level colleagues Knowledge of financial reporting and data mining tools such as SQL, Access, etc. helpful

Job DescriptionDescription: TMP is seeking an Assistant Controller who will play a critical role in supporting TMP's daily financial operations and long-term goals, while partnering closely with the Controller on financial oversight, reporting and process improvement. The ideal candidate is detail-oriented, solutions-driven, a strong communicator, and comfortable presenting financial data to non-financial audiences. They are tech-savvy, take initiative, and have a desire to grow into increased financial leadership responsibility. TMP is a nationally recognized architectural firm, specializing in healthcare, commercial/office, education, and government/civic facilities. We are headquartered in Franklin, Tennessee (just south of Nashville) with an additional office in Lakewood Ranch, Florida. Our award-winning team of over 75 professionals has completed projects coast to coast, with a strong presence in the Southeast. We work cooperatively with clients and partners to design beautiful, purposeful environments that serve feeling, need, and vision. We've been recognized as a Modern Healthcare Top 25 and PSMJ Circle of Excellence Firm. Requirements: Prepare monthly, quarterly, and annual financial statements in coordination with the Controller. Support budgeting, forecasting, and variance analysis with clear reporting to leadership. Oversee AP, AR, billing, deposits, payroll/benefits reconciliation, and month-end close. Ensure compliance with GAAP, internal policies, and established accounting procedures. Assist with insurance, tax, and regulatory filings. Help strengthen internal controls and accounting procedures. Maintain and enhance financial systems (e.g., Deltek Vantagepoint, Paylocity, Employee Navigator). Identify process improvements and assist with system troubleshooting and optimization. Train and support accounting staff. Work cross-functionally with departments to streamline processes and ensure accurate reporting. Partner closely with the Controller and leadership with special initiatives, data analysis, and reporting tools that support business growth and leadership decisions. Required Qualifications Bachelor's degree in accounting, finance, or related field. 8+ years of progressive accounting experience, including supervisory or lead responsibilities. Strong understanding of accounting software and financial systems. Excellent analytical, organizational, and communication skills. Ability to manage multiple priorities and meet deadlines in a fast-paced environment. Preferred Attributes Experience in architecture, engineering, construction, or professional services industries. Familiarity with project-based accounting and client billing structures, ideally with Deltek Vantagepoint. Commitment to continuous learning and professional growth. Why Join TMP? TMP offers competitive compensation and benefits, and a collaborative, energetic culture that values initiative. We provide generous PTO, competitive insurance packages, a 401k profit sharing/retirement plan, and support for professional development. Our culture guides our success. We work hard, support each other and have fun along the way. Come join our growing team! Salary is commensurate with experience. Please note that this is an in-office position with one day per week remote flexibility.

Now Hiring: Senior Accountant (Healthcare) - 100% Remote Must Live in Middle TN - Work/Life Balance - Up to $90,000 - 95% Employee Paid Benefits I'm partnering with a respected, private-equity-backed healthcare organization to secure a Senior Accountant. This is a 100% remote position for candidates located in Middle TN, with quarterly in-person meetings in Franklin, TN. Salary is up to $90,000. Excellent benefits, including 95% paid individual employee healthcare and 401k match. This is an exciting opportunity to also learn M&A. Permanent direct hire. Key Responsibilities of the Senior Accountant: The Senior Accountant will perform month-end close and financial reporting Analyze variances and trends in the balance sheet and income statement accounts Manage accruals, prepaids, fixed assets, and intercompany transactions Prepare journal entries and reconciliations Support audits and process improvements Qualifications of the Senior Accountant: Bachelor's degree in Accounting or Finance 3-5 years of progressive accounting experience #AccountingJobs #HealthcareCareers #RemoteWork #MiddleTN #INJAN2026 #LI-RB1 #LI-Remote #INNOV2025

Are you ready to join a team where your contributions are valued, your skills are challenged, and your success is our priority? Look no further! Fix Group Management, a thriving family-owned business specializing in automotive repair, is looking for a driven and detail-oriented Assistant Controller to join our growing team. Thanks to our rapid growth, we're excited to be expanding our accounting department and adding another Assistant Controller to help support our continued success. Our mission is to provide a better life for both our employees and customers. To excel in this role, you must be self-motivated, eager to learn, and ready to tackle new challenges - all while enjoying a fun, collaborative work environment. The Assistant Controller will support the Controller in managing the company's accounting operations, financial reporting, projects, and internal controls. This position requires a strong understanding of accounting principles, leadership capabilities, and the ability to work in a fast-paced and growing environment.Essential Duties and Responsibilities include the following (other duties may be assigned): Assist in the preparation and review of financial statements, ensuring accuracy before submission to controller Oversee general ledger activities, including journal entries, reconciliations, and month-end closing processes. Assist with forecasting, and financial analysis to support strategic decision-making. Provide guidance and supervision to accounting staff & management Support process improvements and system enhancements for efficiency. Collaborate with internal departments and as needed. Perform other related duties as assigned. Education and/or Experience: Bachelor's degree in Accounting, Finance, or related field Proficiency in accounting software (e.g., QuickBooks, NetSuite, SAP) and Microsoft Excel. Excellent analytical, problem-solving, and organizational skills. Strong attention to detail and desire accuracy. Effective communication and leadership skills. Proven ability to work efficiently in a fast-paced environment. Ability to work independently and manage multiple priorities. Benefits: Potential for a hybrid schedule after a 30-60 day training period Health Insurance (50% of premiums are employer-paid) Dental Insurance (50% of premiums are employer-paid) Vision Insurance 401(k) Retirement Plan with company match Paid vacation, holidays, and sick days Christmas Savings Program Company-paid life insurance and long-term disability Short-term disability Critical Illness and Accident coverage Professional development opportunities Employee Assistance Program Growth within the company Great work environment with a culture that wants to see you thrive And more! Why Join Fix Group Management? We're not just a company; we're a community. At Fix Group Management, we value hard work, integrity, and a sense of fun. We believe in empowering our employees to grow personally and professionally while fostering an environment that feels like family. If you're ready to take your accounting career to the next level and make an impact in a supportive, team-oriented environment, we want to hear from you! Apply today and let's succeed together! We are proud to be an Equal Opportunity Employer and welcome everyone to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

AUTOKINITON is seeking an experienced Financial and Business Analyst for our Lebanon, TN plant. As a trusted partner to the world's leading automotive manufacturers, we specialize in high-strength structural components and precision stamping assemblies that are critical to vehicle performance and safety. This role represents an opportunity to join a forward-thinking organization committed to shaping the future of mobility through operational excellence and continuous improvement. As the Financial and Business Analyst at our Lebanon facility, you will serve as a key member of the plant's finance team, providing critical financial insights and business intelligence that drive strategic decision-making. This position requires a blend of analytical expertise, manufacturing knowledge, and business acumen to support the plant's financial health and operational efficiency. The ideal candidate will analyze complex financial data, develop comprehensive reports, and collaborate with cross-functional teams to identify opportunities for cost reduction, process improvement, and revenue growth. You will be responsible for budget preparation, variance analysis, forecasting, and financial modeling to support both short-term operational needs and long-term strategic initiatives. Your role will involve working closely with plant operations and corporate finance to ensure alignment between financial objectives and operational realities. You will translate financial concepts into actionable insights for non-financial stakeholders, supporting a culture of financial accountability throughout the organization. Key responsibilities include developing and maintaining financial models for product costing, capital expenditure analysis, and profitability tracking. You will assist with monthly financial reviews, prepare variance explanations, and provide recommendations to address performance gaps and be a backup for the Controller. Additionally, you will support continuous improvement initiatives by quantifying potential benefits and tracking realized savings. This position requires strong analytical skills, proficiency with financial systems and ERP platforms, and the ability to communicate complex financial information clearly to diverse audiences. Experience in automotive manufacturing or related industries is highly valued, as is knowledge of lean manufacturing principles and their financial implications. At AUTOKINITON, we embrace our core value of "We, not I," reflecting our commitment to collaboration, integrity, and shared success. We cultivate a workplace where independent thinking is encouraged, and every associate plays a vital role in our progress. This role offers competitive compensation based on experience and qualifications. In addition to competitive wages, we offer comprehensive benefits including medical, dental, vision, 401(k) with company contribution match, and up to 15 paid holidays annually. We support work-life balance, which has contributed to many associates staying with us for 25+ years. We also provide growth opportunities through tuition reimbursement programs, on-the-job training, learning management systems, and advancement opportunities from within our organization. This is a full-time, regular position reporting to senior plant leadership. Join our high-performance team committed to driving success for the world's top auto manufacturers with opportunity, purpose, and growth at every turn. Required Skills * Advanced proficiency in financial analysis and modeling * Strong knowledge of cost accounting principles and practices * Experience with ERP systems and financial software * Excellent Excel skills including pivot tables, VLOOKUP, and complex formulas * Ability to develop and interpret financial statements and KPIs * Strong data visualization and presentation skills * Knowledge of manufacturing accounting and costing methodologies * Experience with budget preparation and variance analysis * Proficiency in forecasting and financial planning * Strong communication skills with ability to translate financial concepts to non-financial audiences * Project management capabilities * Understanding of lean manufacturing principles * Knowledge of automotive industry financial metrics and benchmarks * Experience with capital expenditure analysis and justification Required Experience * 5-7 years of financial analysis experience, preferably in manufacturing * Bachelor's degree in Finance, Accounting, Business Administration, or related field * Experience in automotive manufacturing or tier 1 supplier environment preferred * Prior experience with cost reduction initiatives and process improvement * Demonstrated success in implementing financial controls and reporting systems * Experience collaborating with operations teams in a manufacturing environment * Track record of providing actionable financial insights to drive business decisions * Experience with standard costing systems and variance analysis * Background in supporting continuous improvement initiatives with financial analysis * Familiarity with automotive industry cost structures and financial challenges Posted Date 1/15/2026

IT'S NOT GOING OUT OF OUR WAY; IT IS OUR WAY! At United Communications, we've been connecting Middle Tennessee communities for over 75 years. What began as a rural telephone service in 1947 has evolved into one of the region's fastest, most reliable internet providers-recognized by Broadband Now for top speeds and customer satisfaction. We deliver fiber, fixed wireless, and DSL solutions with a personal, local touch. In partnership with Middle Tennessee Electric, we're expanding broadband access to underserved areas, making this an exciting time to join our growing team and build your career. WHY UNITED? Award-Winning Culture: 2023 & 2024 Best Places to Work Trusted Local Employer for over 75 Years: 4.7 Google Star Rating Commitment to Employee Well-Being & Satisfaction: Employee-Focused Benefit Offerings Top 100 Fiber-To-The-Home Leader 401k + Match, HSA, and more! SUMMARY The Financial Analyst is responsible for delivering clear, accurate, and actionable financial insights to support executive leadership and department leaders. The position partners cross-functionally to drive budgeting, forecasting, variance analysis, and scenario modeling, while also supporting mergers and acquisitions through financial modeling, due diligence, and post-transaction performance tracking. Through ongoing analysis and process improvement, this role strengthens financial performance monitoring and supports strategic decision-making across the organization. POSITION SCHEDULE AND ONSITE REQUIREMENTS This is a direct-hire, full-time position located at our Murfreesboro, TN office, with hybrid flexibility available after training. ESSENTIAL DUTIES AND RESPONSIBILITIES Duties include the following, but other duties may be assigned as required. Preparation and delivery of monthly financial management reporting, including Budget vs. Actual analysis, for executive leadership and department leaders. Partner cross-functionally with department leaders to support informed decision-making through variance analysis, forecasting, and scenario modeling. Support mergers, acquisitions, and strategic transactions through financial modeling, due diligence analysis, synergy assessment, and post-transaction performance tracking. Support decisions related to capital deployment and resource prioritization. Assess impacts of changes in volume, pricing, costs, capital structures, or macro factors. Partner with leadership to assess downside and upside cases. Partner closely with reporting, systems, and analytics team members to define requirements, guide development, test outputs, and troubleshoot financial reporting tools and dashboards to improve accuracy, efficiency, and visualization. Perform financial analyses related to revenue and expense trends, labor productivity, capital investments, growth initiatives, and acquisition opportunities. Maintain and enhance data integrity across financial reporting systems to ensure timely, accurate, and reliable delivery of key metrics. Lead ad hoc financial and operational analyses requested by senior leadership to support strategic initiatives, including acquisition evaluation and integration planning. Identify and implement process improvements that strengthen financial performance monitoring and deepen business insights. WHAT YOU BRING Bachelor's degree in Accounting, Finance, Economics, or a related business field required; an advanced degree or professional certification (e.g., CPA, CFA) is preferred. Minimum of 3-5 years of progressive experience in financial analysis, budgeting, or FP&A; M&A experience preferred. Advanced proficiency in Microsoft Excel (including complex formulas, pivot tables, and data modeling) and strong working knowledge of Microsoft Word, Outlook, and PowerPoint. Proficiency with financial systems, ERP platforms, and business intelligence tools (e.g., Power BI, Tableau, or similar); ability to develop and enhance financial reports is preferred. Strong analytical, problem-solving, and communication skills, with the ability to interpret and present complex financial data and support strategic decision-making. Ability to collaborate effectively across departments, including with senior and executive leadership. Want to learn more about who we are, explore our core values, and discover additional career opportunities? Visit us at ************** and join us in building the future of connectivity.

The Senior Financial Analyst - Revenue Accounting supports the finance and accounting functions, including but not limited to overall company reporting & performance measurement, month-end close of revenue systems, financial analysis, strategic planning, data modeling, and ad-hoc projects. This position plays a critical role in providing meaningful financial and operational metrics, leading to insightful and data-driven business decisions and analytics. The Senior Accountant will partner with various parts of the organization to understand and identify key business issues and provide financial and analytical support to the leadership team. This hybrid role will be in our Franklin, TN office. Essential Responsibilities: * Oversees revenue month-end accounting close processes, working with various revenue cycle system managers, site-level operators, division operators, and IT operations to ensure financials are presented timely and accurately. * Responsible for creation and entry of monthly revenue journal entries, other revenue and general accounting close processes, and mid-month and monthly end revenue analytics. * Assists with collection and analysis of revenue performance information across the company to identify trends, core KPI measurement, and provide insights to internal stakeholders. * Collaborates with various internal stakeholders to optimize utilization of data management and reporting systems. * Collaborates with accounting team on proper GAAP presentation of revenue (ASC 606) and other items, reconciliation and review processes, documentation, and external projects (audit, etc.). * Collaborates with financial planning and analysis team on budgeting, forecasting, KPI reporting, and various research projects. * Assists with financial analysis for acquisitions, divestitures, new service lines/products as well as the identification of overall business improvement opportunities. * Prepares presentation materials, assimilating/summarizing analysis in a clear, concise and readily understandable format. * Demonstrates appropriate handling of confidential and/or proprietary business information. * Ad-hoc finance and accounting projects as required. Education and/or Experience: * Experience in revenue accounting; healthcare experience highly preferred. * 3+ years of closely related work experience. Experience with investor-owned, multi-state, multi-service line businesses preferred. * Bachelor's degree in Accounting, Finance or Business equivalent. * Microsoft Suite (Excel, Word, PowerPoint) experience required. * Working knowledge of U.S. GAAP (ASC 606, mainly) preferred. * Working knowledge of Great Plains plus other accounting/reporting systems preferred. * CPA or active CPA candidate is preferred. * Great Plains experience a plus. * Adaptive Insights experience a plus. Why You'll Love Working Here - Our Amazing Benefits: Comprehensive Health Coverage: Medical, dental, and vision plans for our full-time employees, along with complimentary basic life insurance, Employee Assistance Program, and long-term disability insurance. FREE employee only healthcare coverage option is also available. Family Building Support: Take advantage of our comprehensive fertility benefits, adoption assistance, and surrogacy support to help grow your family. Paid Parental Leave: Generous maternity, paternity, and partner leave so you can focus on what matters most. Plenty of Paid Time Off: Start with 18 days of PTO annually and enjoy 11 paid holidays, including one floating holiday to use as you choose! Retirement Ready: Invest in your future with our 401(k) plan, featuring a competitive company match and full vesting after just 2 years. Lifestyle Spending Account: Access a company-funded account to reimburse expenses that boost your physical, financial, and emotional well-being. Health Savings Account (HSA): If eligible, enjoy regular employer contributions to your HSA with every paycheck. Rewards for Connections: Earn extra money with our Employee Referral Program-your network is invaluable! Growth Opportunities: We support your career with continuing education reimbursement and dedicated time off for professional development. Premium Calm Health Subscription: Enjoy a free premium Calm Health app subscription to support your mental wellness. Emotional & Work-Life Support: Through our Employee Assistance Program (EAP) with SupportLinc, you'll have access to emotional well-being and work-life resources whenever you need them. Extra Peace of Mind: Explore additional coverage options including Accident, Critical Illness, Hospital Indemnity, and Pet Insurance, to suit your needs.

Summary/Objective The Controller position is responsible for the company's financial plans and policies and its' accounting practices, the conduct of its' relationships with lending institutions and the financial community. Also responsible for the maintenance of its' fiscal records, and the preparation of financial reports. The position involves supervision over general accounting, property accounting, internal auditing, cost accounting, and budgetary controls. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. To assign, instruct, and direct the administration staff towards satisfactory completion of work and to work closely with other department groups on problems involving accounting systems and financial planning. Development, and interpretation of statistical and accounting information in order to appraise operating results in terms of profitability, performance against budget, and other matters bearing on the fiscal soundness and operating effectiveness of the organization. Participate as requested by Operations Manager on preparation of the business plans. To keep management informed of all current activities through analysis and various reports. To prepare external reports for the government (Tax Planning), auditors and the bank. To ensure all relevant data is accurately recorded and on time. To measure the extent of successful performance and accomplishments in comparison to Company standards. Ensure adherence to corporate purchasing policies and procedures. To control all critical forms such a checks, invoices, purchase orders, etc. To control account payable, accounts receivable, purchasing, keys and traffic at the most effective levels. Ensure that all aspects of his/her area of responsibility are in compliance with the quality system in place at the operation at all times. Competencies Technical Capacity. Time Management. Organizational Skills. Communication Proficiency. Strategic Thinking. Financial Management. Leadership. Supervisory Responsibility This position manages all employees of the department and is responsible for the performance management and hiring of the employees within that department. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; use hands to grasp small items, handle, or feel; and reach with hands and arms. Position Type/Expected Hours of Work This is a full-time position, and the days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. Overtime and weekend work may occur, as necessary. Travel Travel is primarily local during the business day, although some out-of-the-area and overnight travel may be expected. Required Education and Experience Bachelor of Science with a major in Accounting or Finance Over four (4) years as plant controller or cost manager in a manufacturing environment, managing a staff, with an emphasis on cost accounting, reporting and variance analysis. Proficient with Microsoft Office, experience with SAP Preferred Education and Experience MBA. Additional Eligibility Qualifications CPA. Work Authorization/Security Clearance Must have working documents to work in the United States. Must be able to obtain a valid passport. AAP/EEO Statement To provide equal employment and advancement opportunities to all individuals. Employment decisions at YAPP USA will be based on merit, qualifications and abilities. Employment decisions shall comply with all applicable federal, state and local laws prohibiting discrimination or harassment in the workplace. YAPP USA does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, disability, weight, height, familial status, veteran status, or any other characteristic protected by law. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Consolidate and analyze financial data (budgets, income statement forecasts etc) taking into account company's goals and financial standing Provide creative alternatives and recommendations to reduce costs and improve financial performance Assemble and summarize data to structure sophisticated reports on financial status and risks Develop financial models, conduct benchmarking and process analysis Conduct business studies on past, future and comparative performance and develop forecast models Identify trends, advise company and recommend actions to a senior financial analyst based on sound analysis Track and determine financial status by analyzing actual results in comparison with forecasts Reconcile transactions by comparing and correcting data

We are looking for a highly motivated Assistant Controller to join our finance team at a leading steel rack manufacturing company. This role supports the Controller in overseeing financial operations, with a focus on financial reporting, cost accounting, inventory management, and process improvement within a manufacturing setting. The ideal candidate will be hands-on, detail-oriented, and capable of providing strategic insights to support production efficiency and profitability. Key Responsibilities: • Assist in managing the monthly, quarterly, and annual financial close process in accordance with GAAP • Prepare internal financial reports and support external financial audits • Analyze and reconcile balance sheet for reasonableness and ensure proper financial controls are in place to mitigate deficiencies • Review customer contracts and determine appropriate credit terms • Partner with operations and plant leadership at all facilities to provide financial insights on production performance and margin analysis • Provide financial oversight to wholly owned subsidiary • Improve financial controls and ensure compliance with company policies. • Manage capital asset tracking and depreciation schedules • Participate in process improvements within the department Qualifications Qualifications: • Bachelor's degree in Accounting, Finance, or a related field (CPA or CMA preferred) • Minimum 5 years of accounting experience in a manufacturing environment; experience in the steel or heavy industrial sector preferred • Understanding of standard costing, inventory accounting, and variance analysis • Proficiency with ERP systems (e.g., Infor XA, Epicor, SAP, Oracle) and advanced Excel skills • Exposure to ASC842 Leasing • Excellent problem-solving, organizational, and communication skills • Ability to work cross-functionally with operations, supply chain, and engineering Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands and fingers, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms, stand, walk, climb, balance, stoop, or kneel. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

Appcast is the global leader in programmatic recruitment advertising technology and services. With advanced technology, unmatched market data and a team of the industry's best recruitment marketers, Appcast's technology and services manage job advertising annually for enterprise clients across industries. Headquartered in Lebanon, N.H. with offices in the U.S., Canada and Europe. Appcast is part of the Stepstone group, a leading digital recruitment platform that connects companies with the right talent and helps people find the right job. Job Description The Lead Financial Systems Analyst will serve as the product owner and hands-on technical lead for Appcast's financial systems ecosystem, centered on Certinia (FinancialForce) and its connected platforms including Salesforce and related financial integrations. This role owns the architecture, configuration, and ongoing operations of the financial ERP environment, ensuring accuracy, automation, and scalability across all finance processes. Working across Finance, Sales, Operations, and IT, this position will bridge business needs and system capabilities, driving operational efficiency through process improvement, system governance, and product roadmap ownership. The role combines strategic product management and direct technical execution, ensuring Appcast's financial infrastructure remains stable, compliant, and optimized for growth. Job Responsibilities Platform Ownership & Strategy * Serve as the Product Owner for Appcast's Certinia platform, defining roadmap priorities and leading platform enhancements in collaboration with Finance, IT, and Operations. * Own the end-to-end architecture, configuration, and performance of Certinia and its integrated Salesforce environment. * Partner with Finance leadership to design, implement, and optimize systems supporting billing, revenue recognition, accounting, and financial reporting. * Evaluate and plan platform upgrades, releases, and service packs, ensuring minimal business disruption and strong adoption. * Manage relationships with Certinia, Salesforce, and consulting partners, ensuring platform best practices are followed. System Administration & Technical Execution * Perform hands-on configuration and administration of Certinia and Salesforce, including automations, workflows, roles, profiles, and permissions. * Maintain data integrity and financial accuracy, including validation, data updates, and merges across connected systems. * Design, manage, and optimize integrations between Certinia, Salesforce, and third-party platforms (e.g., Conga, Avalara, Stripe, Asperato) to ensure seamless data flow and process alignment. * Oversee system security, compliance, and access controls, managing provisioning, auditing, and permissions for financial users and sensitive data. * Develop and maintain custom financial reports and dashboards, ensuring accuracy, consistency, and actionable insights for Finance and leadership. * Implement and manage change management, release processes, and testing protocols, ensuring quality control and traceability across environments. * Proactively monitor system performance, resolving data or operational issues before they impact business processes. * Provide first-level support for Certinia and Salesforce end-users, resolving incidents, troubleshooting issues, and assisting with system requests. Month-End & Financial Operations * Partner with Finance leadership to support month-end and year-end close activities, ensuring accurate and timely system-driven processing. * Manage accounts receivable and accounts payable close within Certinia, ensuring proper posting, reconciliation, and reporting. * Execute revenue recognition processes, including ensuring all PSA timecards are submitted, approved, and accurately reflected for proper revenue recognition. * Complete manual billing data uploads, portal spend approvals, adjustments, background cash matching, posting, and batch emailing as part of the close cycle. * Process and review credit requests, ensuring accuracy, approval compliance, and clear documentation of financial impact. * Validate and process daily order entries from the Deal Desk and Purchasing teams, ensuring accuracy and readiness for Billing Central or PSA posting. * Coordinate and support the Certinia Year-End Close process, managing reconciliations, system rollovers, and audit preparation in. * Partner with accounting and operations teams to identify, document, and automate recurring manual month-end processes for efficiency and control. Business Partnership & Process Optimization * Partner with Finance, Sales, and Operations teams to streamline financial processes, enhance automation, and strengthen data flow across systems. * Serve as the primary liaison to Finance leadership, advising on system improvements, data governance, and reporting strategy. * Conduct training and enablement sessions for Finance and Operations users, ensuring adoption of best practices and proper use of Certinia and Salesforce. * Stay current on new Certinia, Salesforce, and financial ecosystem releases, recommending innovative solutions that improve process efficiency and accuracy. Qualifications * Proven experience as a hands-on product owner or system administrator for Certinia (FinancialForce) and Salesforce. * Deep understanding of Certinia modules, including Accounting, Billing Central, Fixed Asset Management, Order & Inventory Management, and Professional Services Automation (PSA). * Background in Project Management, Information Systems, Finance, Accounting, or related field. * Proficiency in system configuration, process automation (Flows, workflows), and data management. * Knowledge of core financial areas, including GAAP accounting rules, standards, and procedures. * Highly analytical and communicative, with a strong ability to translate business objectives into technical solutions. * Strong attention to detail, organization, and capable of performing multiple complex tasks simultaneously and on tight deadlines. * Ability to capture and fully understand the complete business end to end, as the Certinia system is interdependent on several other systems and business processes. * Self-motivated with a hunger for continuous learning and improvement. Education and Experience * Bachelor's degree in Finance, Accounting, Information Systems, or Business Administration, or equivalent experience. * 5+ years of experience in Financial Systems, Finance Operations, or ERP administration roles. * 3+ years of hands-on Certinia (FinancialForce) administration experience required. * 2+ years of experience with Salesforce Administration. Deep understanding of the Salesforce platform, as well as the ability to teach basic Salesforce functions. * Experience with financial integrations and automation, including API or managed connectors. * Demonstrated success owning and enhancing ERP systems supporting billing, accounting, and financial operations. Travel Requirements * Travel for this position is occasional, typically occurring a few times a year to attend internal and external meetings. Supervisory Responsibilities * This position does not supervise others. Additional Information * We're the best at what we do. We're the global leader in programmatic recruitment advertising. With advanced technology, unmatched market data and a team of the industry's best recruitment marketers. * We have an amazing culture driven by great people. Headquartered in Lebanon, N.H. with offices in the U.S., Canada and Europe, Appcast is part of the Stepstone group. To better understand our company culture, read Our Story and check out Working at Appcast on our website. * We take care of our employees. We're dedicated to creating an inviting environment where individuals from diverse backgrounds can thrive and develop. We believe in providing competitive compensation and comprehensive benefits, ensuring our team can support their loved ones and one another. We enjoy fostering a sense of community through dedicated employee networks, fun gatherings, delicious food, and even welcoming furry friends into our workspace. We live our values each day including volunteering and giving back to our communities. All your information will be kept confidential according to EEO guidelines. Appcast is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This employer participates in E-Verify. The employer will provide the Social Security Administration (SSA) and, if necessary, the Department of Homeland Security (DHS), with information from each new employee's Form I-9 to confirm work authorization. E-Verify is a registered trademark of the U.S. Department of Homeland Security. This employer does not use E-Verify to pre-screen job applicants and will not discriminate based on national origin, citizenship, or immigration status.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

Our associates deliver a higher standard of business services to support medical care and behavioral health care. We maintain professionalism, integrity, and commitment as we solve problems and make lives easier. The Payroll Clerk is responsible for ensuring accurate and timely processing of multi-state payroll using Paycom, while maintaining compliance with federal, state, and local regulations. This role requires strong attention to detail, solid accounting knowledge, and the ability to manage confidential information with integrity. The Payroll Clerk will also assist with payroll reconciliations, benefits deductions, and various accounting functions to support the finance department. ESSENTIAL FUNCTIONS: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Process biweekly and/or semi-monthly payroll for all company locations using Paycom. Ensure payroll is processed accurately and on schedule, in accordance with company policies and state/federal wage and hour regulations. Verify employee hours, deductions, and other payroll-related data prior to submission. Review and reconcile payroll reports for accuracy before each pay cycle. Maintain employee payroll records, including tax setup, benefit deductions, and direct deposits. Monitor compliance with multi-state payroll tax requirements, including setup and maintenance of state tax jurisdictions. Research and resolve payroll discrepancies, adjustments, and inquiries in a timely manner. Prepare payroll-related journal entries and reconcile payroll general ledger accounts. Assist with quarterly and annual tax filings (Form 941, W-2, etc.) and ensure compliance with all applicable reporting requirements. Generate and distribute payroll reports to management and accounting as needed. Support internal and external audits by providing payroll records, reconciliations, and supporting documentation. Collaborate with HR to ensure accurate employee data transfer between systems. Participate in process improvement initiatives related to payroll and accounting operations. Maintain confidentiality of all payroll and employee information at all times. Perform all other duties as assigned EMOTIONAL INTELLIGENCE (emotional quotient; EQ): To be successful in the organization, associates should have a high EQ. This is necessary to communicate productively, to build and maintain relationships, to recognize and reduce stress, to defuse conflict situations, and to increase job satisfaction. Our associates in this role should: Demonstrate commitment and dedication to providing associate support and guidance to solve problems and make lives easier. Have strong organizational skills that reflect the ability to seamlessly perform and prioritize multiple tasks with excellent attention to detail. Ability to handle confidential information with discretion and reflect the importance of privacy and confidentiality concerning employee personal information. Excellent interpersonal skills with the ability to always manage sensitive and confidential situations with tact, professionalism, and diplomacy. Communicate, relate, and manage professional relationships tactfully and respectfully at all levels of the organization. SUPERVISORY RESPONSIBILITY: This is not a supervisory position. This position does not have the authority to hire, fire, discipline, discharge, assign overtime, and/or direct and assign work, with the ability to effectively recommend any of these actions. This role also serves as a coach and mentor for other employees. WORK ENVIRONMENT: This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. This is not a hybrid, telecommute, or remote role. This role is 100% in-office. PHYSICAL DEMANDS: This is a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend, or stand, as necessary. POSITION TYPE/EXPECTED HOURS OF WORK: This is a full-time position. Days and hours of work are Monday through Friday, 8 a.m. to 5 p.m. Evening and weekend work may be required as job duties demand. TRAVEL: This position does not require travel. REQUIRED EDUCATION AND EXPERIENCE: Associate's degree in Accounting, Finance, or Business required (Bachelor's degree preferred). 2+ years of payroll processing experience, with at least 1 year of multi-state payroll exposure. Paycom experience required - including payroll processing, reporting, and system maintenance. Strong understanding of payroll laws, tax compliance, and wage and hour regulations. Basic accounting knowledge and experience with general ledger reconciliation. Proficiency in Microsoft Excel and other MS Office applications. High level of accuracy, confidentiality, and attention to detail. Excellent organizational and communication skills. PREFERRED SKILLS: Experience in healthcare, manufacturing, or multi-location environments. Knowledge of benefits administration and garnishment processing. Familiarity with payroll journal entries and month-end closing processes.

a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } Senior Accountant Salary: $80K-$90K + bonus Bachelor's degree in Accounting, Finance, or related field 3+ years of progressive accounting experience Strong leadership skills with experience managing teams Proficient in Sage Intacct (bonus), Great Plains, QuickBooks, and Excel Knowledge of GAAP compliance and internal controls Responsibilities: Lead and mentor a remote accounting team of four Oversee daily accounting operations, including month-end and year-end close Prepare and review journal entries, reconciliations, and financial statements Collaborate on budgeting, forecasting, and strategic planning Drive process improvements and ensure compliance Coordinate with auditors and tax advisors #LI-BM2 #ZRCFS #INJAN2026

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr.