Finance associate jobs in Concord, NC

We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview: We are seeking a highly motivated and detail-oriented Analyst to join our Corporate Finance team at StepStone Private Wealth (SPW) in Charlotte, NC. This role will support key financial processes and deliverables, including month-end close, budgeting, forecasting, and executive reporting. The ideal candidate will bring strong analytical skills, a solid foundation in accounting or finance, and a proactive mindset toward automation and process improvement. Essential Job Functions: Support the monthly close process, including preparing financial statements & analysis for management Assist with budgeting and forecasting cycles, including data consolidation and reporting within the financial planning & analysis model Create internal and external-facing presentations to convey financial insights effectively Perform cash flow analysis, monthly budget reviews and variance analysis Track expenses and process invoices, ensuring accuracy and timely approvals Collaborate with cross-functional teams to gather inputs and validate financial data for reporting Identify opportunities for automation and implement technology-driven solutions to improve efficiency Maintain and enhance financial models and reporting tools Work directly with leadership to support ad hoc analysis and special projects as needed Education and/or Work Experience Requirements: Bachelor's degree in Accounting, Finance, or a related field 2-4 years of relevant experience; Big 4 public accounting experience is a plus Strong understanding of financial statements and accounting principles High proficiency in Microsoft Office, specifically Excel and PowerPoint Exposure to automation tools (e.g., Alteryx, Power BI, Tableau, SQL) is a plus Excellent communication and organizational skills Team player and strong work ethic with ability to manage multiple priorities in a fast-paced environment Required Knowledge, Skills, and Abilities: Curious and solutions-oriented mindset Strong attention to detail and commitment to accuracy Excellent written/verbal communication and interpersonal skills #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Building the people that build the world. With platforms in HVAC and Detection and Measurement, SPX Technologies builds innovative solutions that enable a safer, more efficient, sustainable world. Through our RiSE talent development framework, we Reach, Identify, Strengthen, and Engage our employees to support them in their continued development. We're a global company of problem solvers, collaborators, and innovators, and our businesses build solutions that impact the world. How you will make an Impact (Job Summary) SPX is a diverse team of unique individuals who all make an impact. As an Accounting and Finance Rotational Analyst, you will have the opportunity to gain real-world experience, contribute to meaningful projects, and develop valuable skills through a two-year rotational program. The Accounting and Finance Rotational program consists of three different rotations in a different sub-field and business, lasting around 7-10 months each. The first rotation will be located at the corporate headquarters in Charlotte, NC, and the following rotations will be located in one of multiple locations across the U.S. As a Rotational Analyst, you may work in a wide range of accounting and financial areas, which may include: SEC reporting, financial planning and analysis, internal audit, corporate accounting, corporate development, acquisitions and integrations, tax, investor relations, accounting/controllership, and project/cost accounting. What you can expect in this role (Job Responsibilities) While each day brings new opportunities at SPX, your core responsibilities will be: Financial Reporting and Accounting: Detail requirements for the preparation and analysis of consolidated financial statements, footnotes, reports, and budgets Reconciling financial data to ensure accuracy and completeness Document and organize financial records Assist in financial audits and compliance activities Research and understand quarterly and annual SEC reporting requirements and their impact on our businesses Review global capital structures and liquidity, including credit agreements, cash management and foreign currency and other derivative risk management Aggregate and calculate financial models for the following: Earnings per share (EPS), Cash Flow, Capital Structure, Cost Analysis, Mergers & Acquisitions Conduct thorough analysis of financial data to support decision making Assist in analysis of manufacturing costs, including direct materials, labor, and overhead as needed Communication: Develop an understanding of each SPX business unit and the SPX operating structures Collaborate with other departments to gather relevant financial data and ensure accurate and timely reports Support business by researching and providing financial insights and analysis Continuous Improvement: Use process mapping and other techniques to document process flows and identify areas for process improvement Stay updated on industry trends and regulatory changes related to accounting and finance Participate in other projects as assigned that relate to the overall goals of the department and organization What we are looking for (Experience, Knowledge, Skills, Abilities, Education) We each bring something to the table, and we are looking for someone who has: Required Experience 0 - 3 years of Accounting or Finance experience Application of Generally Accepted Accounting Principles (GAAP) Understanding of the general requirements of the Sarbanes-Oxley Act of 2002 (“SOX”) Preferred Experience, Knowledge, Skills, and Abilities Strong academic record (college GPA of 3.0 or higher is strongly preferred) with a genuine interest in a career in accounting or finance General business acumen Solid understanding of financial principles, concepts, and reporting standards Ability to multi-task and meet strict deadlines through appropriate planning and time management (e.g., use of checklists and frequent communication with team members and the program sponsor Excellent analytical, organizational, and problem-solving skills with keen attention to detail Professional communication and presentation skills for different levels of an organization Proficiency in Microsoft Office, including Excel Adaptability and flexibility with the willingness to learn different roles in accounting/finance Education & Certifications Bachelor's degree in accounting or finance Travel & Working Environment Hybrid work schedule Office environment Travel 75% and the ability to temporarily relocate based on rotation location How we live our culture Our culture is at the center of what we do and, more importantly, who we are. Our core values set a standard for how we manage ourselves, and our Leadership Model sets the standard for how we engage with each other. Whether you are an individual contributor or you lead a large team, each of us leads at SPX. What benefits do we offer? We know that the well-being of our employees is integral. Our benefits include: Generous and flexible paid time off including paid personal time off, caregiver, parental, and volunteer leave Competitive health insurance plans and 401(k) match, with benefits starting day one Competitive and performance-based compensation packages and bonus plans Educational assistance, leadership development programs, and recognition programs Our commitment to embrace diversity to build a culture of inclusion at SPX We value different backgrounds, experiences, and voices at SPX, and we are committed to challenging ourselves, openly communicating, and striving to improve every day. We believe in creating an inclusive work environment where everyone has a voice and is encouraged to realize their fullest potential. SPX is an affirmative action and equal opportunity employer committed to making selection decisions without regard to race, color, religion, sex, sexual orientation or identity, national origin, age, disability, veteran status, or any other legally protected basis.

This part-time, year-long position is designed to provide hands-on experience to an individual with an interest in learning the skills and experience necessary to provide operational support in a non-profit setting. In addition to the specific responsibilities listed below, this role will perform duties and provide leadership to meet established organizational mission, vision, and values (DNA). Key Responsibilities Develop an understanding of the operations of a large non-profit organization Execute donor communication strategy Oversee volunteers for processing of weekend offerings Assisting in the execution of Forest Hill s child protection program Assist in managing employee expense platform Prepare for and participate in monthly Round Table meetings to gain knowledge on rotational specific ministry focuses. Provide care for volunteers. Regularly attend monthly staff meeting. Attend weekly department ministry meetings, as requested. Ensure internship activities utilize the highest and best use of people, time, resources, and money to achieve Forest Hill s mission. Qualifications: Education: High School diploma or equivalent. In pursuit of post-secondary education preferred Experience: N/A Skills: Familiarity with Microsoft excel, strong written communication, relational Personal Qualities: Lives a Christ-centered life with authenticity and integrity, both publicly and privately, serving as a model of faith and character. Compassionate, empathetic, and respectful. Capable of handling sensitive situations with discretion and professionalism. Demonstrate passion for serving the local church and engaging all generations through Bible principles and essentials

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.

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential? Internship Description This internship position in Financial Controls and Accounting provides hands-on experience in critical aspects of corporate finance. This internship will assist in ensuring compliance with internal controls, regulatory standards, and accounting policies to maintain financial integrity. They will help prepare and analyze financial reports, including balance sheets, income statements, and cash flow statements, contributing to accurate and timely reporting. Additionally, this opportunity may consist of support reconciliation tasks, assist in audits, and participate in the review of financial data to identify discrepancies or inefficiencies. This role offers valuable exposure to financial systems, reporting frameworks, and compliance processes, fostering a deeper understanding of organizational financial management while developing essential analytical and technical skills. Financial Controls: * Support the execution of key FCO program activities including process and control scoping, end-to end process and control walkthroughs, and documentation management. * Interact with process owners across departments including Finance, IT, and Operations, as well as internal and external auditors . * Support the team in their efforts to enhance and automate key controls across the organization Assist in documentation management related to deficiency remediation activities. Financial Reporting: * Assist in the analysis and interpretation of financial data. * Help prepare financial statements such as balance sheets, income statements, and cash flow statements. * Perform bank reconciliations and reconcile other accounts as needed along with identifying discrepancies and assist in resolving them. * Help ensure compliance with financial regulations and standards. Internship Details * Dates: Nine week program starting in early June 2026 * Location: Charlotte, NC or Syracuse, NY * Work Environment: Hybrid / Flexible (required to be in office a minimum of 2 days/week) * Hourly Rate: $22/hour * Rising senior Class of 2027 preferred. * Comfortable with and experience in financial/quantitative data analysis * Ability to deliver results in a fast-paced environment, manage multiple projects, solve problems and think strategically/critically. * Pro-active, good comfort level with working in an often-ambiguous environment, ability to quickly pivot from one to another. * Interpersonal skills and high level of comfort/ease to interact with all levels of the organization. * Organized with attention to detail. * Uncompromising integrity and ability to maintain strict confidentiality Competencies and Skills * Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high level of precision. * Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, project, groups or activities, making effective judgments as to prioritizing and time allocation. * Adapts and learns: Actively learns and adapts through experimentation when tackling new problems and situations, using both successes and failures to develop and learn. ABOUT EQUITABLE At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. * Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at ************** or email us at *******************************.

At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential? The Business Unit CFO intern is a member of the Business Area CFO team within the Finance organization. In this visible role, you will have the opportunity to support in the development of Equitable's strategic plan, drive efforts to improve efficiency and productivity and partner with senior leaders to identify, evaluate, analyze and deliver key insights across our business units. The Business Area CFO team provides financial guidance and support to the business areas within Equitable. Internship Description Assist with financial report preparation, modeling, and analysis Research and benchmarking industry data Help with arranging meetings and presentations Work under supervision of team leaders and other mentors Assist with preparing communications, assist with presentations and related support materials Internship Details Dates\: Nine week program starting in early June 2026 Location\: Charlotte, NC Work Environment\: Hybrid / Flexible (required to be in the office 3 days/week) Hourly Rate\: $22/hour Rising College Senior (Class of 2027) Business Majors with a concentration in Accounting, Finance, Business Analytics or related General understanding of accounting, financial modeling, and reporting concepts Strong desire to learn and apply new concepts Ability to multi-task while continuing to ensure attention to detail Excellent written/verbal communications and listening skills Proficient in Microsoft Office programs such as Power Point, Word, Excel Ability to work the full duration of the 9-week program Competencies and Skills Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high level of precision. Managing Multiple Priorities\: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, project, groups or activities, making effective judgments as to prioritizing and time allocation. Adapts and learns: Actively learns and adapts through experimentation when tackling new problems and situations, using both successes and failures to develop and learn. ABOUT EQUITABLE At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. ***** Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE\: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at ************** or email us at *******************************.

WILBERT INC As a part of the global industrial organization Marmon Holdings-which is backed by Berkshire Hathaway-you'll be doing things that matter, leading at every level, and winning a better way. We're committed to making a positive impact on the world, providing you with diverse learning and working opportunities, and fostering a culture where everyone's empowered to be their best. Marmon Holdings, Inc., a Berkshire Hathaway company, is significantly investing in attracting, retaining, and developing the deep and diverse talent pool needed to support our more than 100 operating companies across the globe. Wilbert, Inc. / Charlotte, NC Summary of Responsibilities: The Finance Intern will work with the Finance team on a variety of specific projects and areas as noted below. This position will report directly to the Business Controller but will have exposure to the wider business teams. Interns will complete a capstone type project over the summer culminating in a presentation to business leadership. Key Projects: • Attend monthly meetings with Group and Business Unit leadership regarding financial results and general business updates • Participate in annual fixed asset and inventory physicals • Support acquisition integration and due diligence remediation • Ad-Hoc financial analysis • Special projects at the direction of supervisor • Participate in monthly reporting process including but not limited to booking of monthly journal entries, financial statement review and reconciliations Required Education and Experience: • Pursuing an undergraduate (or Graduate) degree in any Business, Finance or Accounting or related field • Rising junior or senior • Strong interest in applying analytical knowledge to practical problems • Ability to comply with deadlines • Problem solving and critical thinking skills • Excellent organizational skills • Interest in technology and process improvement • Proficient in Microsoft Excel and PowerPoint • No previous experience required Certain peak periods may provide opportunity for overtime. This is a paid position. The internship will run for 12 weeks from May to August. Exact dates flexible based on school schedules. We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying. Following receipt of a conditional offer of employment, candidates will be required to complete additional job-related screening processes as permitted or required by applicable law. We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying.

Artech is the 10th Largest IT Staffing Company in the US, according to Staffing Industry Analysts' 2012 annual report. Artech provides technical expertise to fill gaps in clients' immediate skill-sets availability, deliver emerging technology skill-sets, refresh existing skill base, allow for flexibility in project planning and execution phases, and provide budgeting/financial flexibility by offering contingent labor as a variable cost. Job Description Position: Finance Analyst Location: RTP (Research Triangle Park), NC, United States Duration:1year 5+ years experience Prepare, review and analyse all Month End schedules/reports and provide detailed variance analysis and supporting commentary. Perform KPI analysis for line managers, provide financial advice and support to non-financial customer groups. Liase with external business partners to ensure accuracy of analysis. Undertake profit and loss/balance sheet analysis. Qualifications Position: Finance Analyst Additional Information For more information, Please contact Shubham **********

Finance Intern - Summer 2026 BH Job ID: 3008 SF Job Req ID: 15129 Ingersoll Rand is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. Ingersoll Rand is committed to achieving workforce diversity reflective of our communities. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. Ingersoll Rand's Early Talent Experiences Early talent career programs are critical to Ingersoll Rand's overall talent strategy. Through these programs, you'll get hands-on exposure to our business. That means real projects and real work that will challenge you and grow your skills, alongside mentors who want to see you succeed in your education and your career. In addition to challenging work you will receive targeted intentional development that will position you for a robust career path. Accounting and Finance Intern Ingersoll Rand's Intern program provides current college students with challenging assignments, leadership training, and valuable exposure to our company's senior leaders and opportunities to network. Our 3-month internship opportunity offers candidates working toward their Bachelor's in Accounting/Finance exposure to variety assignments to include: New Product Costing, Cost Accounting, Standard Cost Process, Variance Analysis, Physical Inventory, Excess/Obsolete Review, Cycle Counting, Sarbanes-Oxley, and Sector Accounting Projects. At Ingersoll Rand we value our people, their development and learning opportunities. Through our Internship program, participants will have an opportunity to interview for our full-time, post-graduate IRNext program for Accounting/Finance. Successful Candidate's Profile: We are looking for performance-driven, innovative student leaders who understand the importance of collaboration and customer focus. A successful IR Intern candidate will exhibit the following: * Collaborate with others to foster effective teamwork by linking own responsibilities to the team's goals and needs - zeal for new information, knowledge, and experiences * Utilize financial data to diagnose business strengths and weaknesses as well as the implications for potential strategies * Identify complex problems and review related information to develop and evaluate options and implement solutions * Willing to be mobile and relocate anywhere in the United States * Pursuing a BS/BA in Accounting or Finance with a cumulative overall GPA at or above 3.0 * Minimum Work Experience: At least one internship or work experience * Demonstrated leadership skills such as campus organizations, sports team captain, resident advisor, etc. or exceptional leadership of work projects Ingersoll Rand Inc. (NYSE:IR), driven by an entrepreneurial spirit and ownership mindset, is dedicated to helping make life better for our employees, customers and communities. Customers lean on us for our technology-driven excellence in mission-critical flow creation and industrial solutions across 40+ respected brands where our products and services excel in the most complex and harsh conditions. Our employees develop customers for life through their daily commitment to expertise, productivity and efficiency. For more information, visit ************* Ingersoll Rand Inc. (NYSE:IR), driven by an entrepreneurial spirit and ownership mindset, is dedicated to helping make life better for our employees, customers and communities. Customers lean on us for our technology-driven excellence in mission-critical flow creation and industrial solutions across 40+ respected brands where our products and services excel in the most complex and harsh conditions. Our employees develop customers for life through their daily commitment to expertise, productivity and efficiency. For more information, visit *************

Collabera is the largest minority-owned Information Technology (IT) staffing firm in the U.S., with more than $525 million in sales revenue and a global presence that represents approximately 10,000 professionals across North America (U.S., Canada), Asia Pacific (India, Philippines, Singapore, Malaysia) and the United Kingdom. We support our clients with a strong recruitment model and a sincere commitment to their success, which is why more than 75% of our clients rank us amongst their top three staffing suppliers. Not only are we committed to meeting and exceeding our customer's needs, but we are committed to our employees' satisfaction as well. We believe our employees are the cornerstone of our success and we make every effort to ensure their satisfaction throughout their tenure with Collabera. As a result of these efforts, we have been recognized by Staffing Industry Analysts (SIA) as the “Best Staffing Firm to Work For” for four consecutive years since 2012. With over forty offices globally and a presence in seven countries, Collabera provides staff augmentation, managed services and direct placement services to Global 2000 Corporations. Collabera is ranked amongst the top 10 IT staffing firms in the U.S., and for the past 24 years we have continued to grow rapidly year after year. For consultants and employees, Collabera offers an enriching experience that promotes career growth and lifelong learning. Visit ***************** to learn more about our latest job openings. Awards and Recognitions --Staffing Industry Analysts: Best Staffing Firm to Work For (2015, 2014, 2013, 2012) --Staffing Industry Analysts: Largest U.S. Staffing Firms (2015, 2014, 2013) --Staffing Industry Analysts: Largest Minority Owned IT Staffing Firm in the US. Job Description Job Details: Job Title: Financial Analyst 2 Location: Davidson, NC Duration: 3 months (Temp to Perm) Summary of Position: Gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. Major Job Duties and Responsibilities: Assemble spreadsheets and draw charts and graphs used to illustrate technical reports. Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions. Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks Knowledge of pivot tables Knowledge of forecasting Ability to learn to use LawTrac database to prepare/run reports regarding outside legal counsel spend Skills and Competencies: Verbal and written communication skills, attention to detail, and critical thinking. Ability to work independently and manage ones time. Ability to analyze business trends and project future revenues and expenses (Typically required). Knowledge of economic and accounting principles, the financial markets, and reporting of financial data (Typically required). Knowledge of federal, state, and company policies, procedures and regulations as related to accounting. Previous experience with computer applications, such as MS Word, Excel and PowerPoint, and any other related financial software. Qualifications Education/Experience: Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred. 2 to 4 years financial and/or accounting experience required. Additional Information To know more about this position, please contact: Ujjwal Mane ************ ****************************

**Duration: 12+ Months** **Note: Hybrid (3 days in office)** **Base Location for Position: Raleigh, NC or Charlotte, NC - we will be flexible in where we base the employee for this support. Cities to post position in specific areas: Raleigh, NC & Charlotte, NC and any other local areas surrounding Raleigh & Charlotte Travel Requirements: Position requires travel to various powerplants in the NC & SC locations.** **Job Description** + The Financial Analyst IV position is responsible for the day-to-day overall cost management, accounting and financial analysis, business planning and all key operational finance functions to support the Regulated & Renewable Energy (RRE) Carolinas organization from a jurisdictional and functional basis. + This position will provide direct support to the multiple leaders within the RRE organization with a budget oversight and responsibility of O&M and capital spend of approximately ~$1.2 billion. + This position provides end user financial reporting support for management, operational and external reporting. This position requires a blended knowledge of technical and functional financial reporting and analysis skills. + This position works closely with the organization to analyze and report variances, trends and plans. + This position will analyze and develop the consolidated financials for all jurisdictional reporting and forecasting. + This position will define and improve current and future reporting requirements and understand how those requirements impact source databases and reports. + This position will work closely with project teams to test database and reporting solutions as well as participate on various project teams to develop new reporting solutions. + This position also helps ensure adherence to GAAP, internal company financial policies and procedures (i.e. Capital and O&M Charging guidelines, etc..) particularly related to collaborating with CARG (Corporate Accounting Research Group) and Fixed Assets as needed. + This position is responsible for the maintenance and accuracy of standard financial reports and requires timely response to end user inquiries/issues. + Position will provide Regulatory knowledge includes familiarity with environmental clause cost management, and other pass-through items for all jurisdictions to support various reporting and requirements. + Effective leadership, communication, and collaboration skills are essential for this position as the incumbent is responsible for functions that cross and impact multiple fleet sites, regions and jurisdictions. **Job Responsibilities:** Ensure timely and accurate analysis and reporting: + Provide and present accurate and relevant financial analysis and management reporting to the RRE Organization and respective senior management to enable strategic decision-making + Analyze and consolidate management financial reporting including actuals, budgets and forecasting/projecting year end impacts including variance explanations. + Analyze data, identify and correct errors to ensure accuracy and integrity of financial information. + Coordinate and support the month-end close activities. + Prepare, check and/or post journal entries and accruals on an as needed basis. + Assist in the preparation and review of governmental filings, including quarterly and annual FERC reports, rate case support, insurance claims and recoverables as needed. + Work with internal & external auditors; provide necessary information & answer questions as needed. + Assist in SOX documentation updates and management testing. + Maintain good working knowledge of accounting policies and impacts as required. **Ensure effective budget & business planning process:** + Support the budget and business planning process including communication of budget guidance, assumptions, and calendars for assigned sections. + Validate budgets uploaded to correct target amounts. + Develop and support department budget, strategic plan and related presentation material. + Work closely with and at the direction of appropriate management during the business planning process for input and dialogue on business plan and budget content. + Coordinate the preparation of annual budgets utilizing Hyperion Planning/One Stream Planning tool. **Leading and building relationships:** + Build relationships & promote two-way communication with business partners and Finance peers. + Help provide guidance to team on complex accounting issues. + Proactively help identify cost reduction opportunities through independent analysis. + Actively seek to identify and meet customer needs with a sense of urgency, taking ownership of customer issues and problems until resolved. + Assist in defining and executing initiatives to drive a culture of accountability for financial management in their business partner's organization. **Other and miscellaneous duties:** + Coordinate & manage various projects & initiatives that arise throughout the normal course of business. + Identify, develop and implement continuous process improvement opportunities. + Lead and/or assist with special projects and requests as required + Participate in peer teams when identified to ensure consistency in processes and reporting, and sharing of best practices throughout the organization + Overtime may be required during monthly/quarterly/annual closing and business planning processes as well as rollout of new and/or changes processes. + Perform other ad hoc requests as necessary. **Required/Basic Qualifications (Financial Analyst II)** + Bachelor's degree with major in Accounting, Finance, Economics, or Other Related Degree + Two (2) plus years of increasingly diverse or complex experience in related field in addition to degree + Possesses and applies fundamental accounting and finance concepts, practices, and procedures + Experience with financial applications (i.e., PeopleSoft, HFM, PowerPlan, etc.) and query tool (WebI) + Experience using Microsoft products such as Excel, Word and Power Point **Required/Basic Qualifications (Senior Financial Analyst)** + Bachelor's degree with major in Accounting, Finance, Economics, or Other Related Degree + Three (3) plus years of increasingly diverse or complex experience in related field in addition to degree + Possesses and applies fundamental accounting and finance concepts, practices, and procedures + Experience with financial applications (i.e., PeopleSoft, HFM, PowerPlan, etc.) and query tool (WebI) + Experience using Microsoft products such as Excel, Word and Power Point **Desired Qualifications:** + CPA, CIS, CFA or CMA Certifications (or working toward certification) + Masters in Accounting, Finance or Business Administration + Experience in interfacing with executive leadership + Strong oral and written communication skills + Demonstrated ability to effectively perform at the lead level by serving as a subject matter expert, developing process improvements, recommending best practices based on expertise & knowledge + Demonstrated ability to work independently with proactive recommendations and limited supervision + Broad knowledge of utility environment and its business units/operations. + Ability to analyze and understand financial information, recognize significant variances, trends, and irregularities and summarize clearly and concisely to management. + Ability to work in a team environment & foster good relationship with teammates & business partners + Ability to build and maintain productive working relationships at all levels within the organization. + Proven analytical and skills. + Ability to meet stated deadlines and respond quickly to changing needs through a teamwork approach. + Possesses and applies comprehensive and strategic knowledge of accounting and finance principles, practices, and procedures to complete complex assignments + Experience with financial applications (i.e., PeopleSoft, WebI, Power Plant, Analysis Services etc.) + Proficient use of Power BI, PowerPivot, Power Query and Microsoft products such as Excel, Word, & Power Point. **Additional Preferred Qualifications** + Possesses and applies fundamental accounting and finance concepts, practices, and procedures + Experience with financial applications (i.e., PeopleSoft FMIS, Power Plant, etc.) and query tool (Business Objects) + Proficient using Microsoft products such as Excel, Word, and Power Point + Masters in Accounting or MBA + Professional certification (e.g., CPA, CFA) **About US Tech Solutions:** US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit *********************** US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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.

WE WILL BE ACCEPTING RESUMES FROM NOW UNTIL DECEMBER 2025. INTERVIEWS WILL BEGIN EARLY SPRING 2026 SEMESTER. Job Title: Real Estate Finance Intern Department: Finance Duration: 8 weeks, in office, full-time, summer 2026 Position Overview: Are you a finance enthusiast with a passion for real estate? Do you want to gain hands-on experience in the dynamic world of real estate finance? Look no further! We are excited to offer a unique internship opportunity within our Finance Team at Grubb Properties, a leading full-service real estate firm. Our Finance Team plays a pivotal role in our success by sourcing and closing loans, managing financial assets, and driving our growth. As a Finance Intern, you'll be at the forefront of our financial operations, working alongside experienced professionals, and gaining valuable insights into the real estate industry. About Us: As a vertically integrated company, Grubb Properties controls the full real estate life cycle of our investments: from funding, acquiring, and developing to leasing and managing. This structure enables smooth transitions between project stages and drives both cost savings and efficiencies that would not otherwise exist, giving us a competitive edge. We pride ourselves on our commitment to excellence, innovation, and sustainable growth. Our success is driven by a talented team of professionals who share our vision for shaping the future of real estate investing. What You'll Do: Loan Sourcing: Learn the ropes of sourcing loans for real estate development, acquisition, refinancing, and more. Get hands-on experience in underwriting, deal negotiation, and the capital markets process. Loan Closing: Assist in the coordination and execution of loan closings. Gain valuable exposure to the intricacies of closing real estate deals. Financial Analysis: Sharpen your financial analysis skills by evaluating the performance of various real estate projects. Help prepare financial statements and cash flow analyses. Asset Valuation: Get a behind-the-scenes look at commercial real estate appraisals and valuation techniques. Team Collaboration: Work closely with our Finance Team to fulfill requests, support property dispositions, and ensure compliance with financial reporting requirements. What We're Looking For: Enthusiasm for finance and a strong interest in real estate. Currently pursuing a degree in finance, real estate, accounting, or a related field. Exceptional quantitative and analytical skills. Proficiency in Microsoft Office, particularly Excel. Strong attention to detail and a keen eye for numbers. Excellent communication skills, both written and verbal. What You'll Gain: Hands-on experience in real estate finance. Exposure to the entire loan sourcing and closing process. Mentorship and guidance from experienced finance professionals. A chance to work on real projects with real impact. Networking opportunities within the real estate industry. How to Apply: Ready to jump-start your career in real estate finance? To apply, please submit your resume and a brief cover letter explaining why you're the perfect fit for this internship. Don't forget to highlight your passion for finance and real estate! Join us on this exciting journey as a Finance Intern and gain valuable skills that will set you up for success in the world of real estate finance. Apply today and be part of our dynamic Finance Team at Grubb Properties. At Grubb Properties we value diversity and are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. 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 MANAGEMENT HAS THE RIGHT TO REVISE THIS AT ANY TIME. THE JOB DESCRIPTION IS NOT A CONTRACT FOR EMPLOYMENT, AND EITHER YOU OR THE EMPLOYER MAY TERMINATE EMPLOYMENT AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT NOTICE

Primary Office Location: 2593 West Roosevelt Boulevard. Monroe, North Carolina. 28110. Join our team. Make a difference - for us and for your future. n Business Banker 2 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader Position Overview: This position is primarily responsible for developing, managing and maintaining business relationships, developing and administering a portfolio of loans, analyzing credit worthiness, monitoring loan performance and promoting the Bank's image in order to develop new and expand existing loan deposit and overall business relationships and contribute to the Bank's profit and growth objectives. The incumbent provides the highest quality of service to every customer. Primary Responsibilities: Develops, manages and maintains business relationships by profiling and maintaining relationships, determining banking needs, selling products and services to meet needs, resolving poor performance and other problems in a professional manner to develop new and expend existing loan deposit and overall business relationships and contribute to the Bank's profit and growth objectives. Develops and administers a portfolio of loans by making sound credit analysis of customer's financial condition and ability to repay according to established policies, procedures and objectives such as portfolio yield, loss ratio and delinquency while providing excellent customer service contributing to the Bank's profit and growth objectives. Analyzes credit worthiness by determining the soundness of the loan, understanding the customer's financial condition, collateral position and the ability to repay in accordance with the Bank's credit quality, profitability and growth objectives and established policies and procedures and government regulations to create a portfolio of quality loans that meet or exceed the standards of the Bank. Monitors loan performance by maintaining contact with borrowers, understanding their financial condition and resolving problems in accordance with established policies and procedures and in an accurate and timely manner in order to reduce risk from collateral deterioration or the borrower's inability to pay. Promotes the Bank's image by participating in community development activities and service organizations without jeopardizing other responsibilities and in compliance with the Community Reinvestment Act requirements in order to present a favorable image in the community and establish contacts that could generate new business. Develops and maintains a personal program for maintaining an adequate level of knowledge in business development, lending and other banking matters and demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees in order to ensure an acceptable degree of performance. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 3 Special Skills: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in commercial or business banking. General knowledge of lending laws and regulations. Experience in successful business development and community and civic activities preferred. Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.

Competitive Compensation & Benefits Package! eligible for - Annual incentive bonus plan Medical, dental, and vision insurance with low deductible/low cost health plan Generous vacation and sick time accrual 12 paid holidays State Retirement (pension plan) 401(k) Plan with employer match Company paid life and disability insurance Wellness Programs Public Service Loan Forgiveness Qualifying Employer See attachment for additional details. Office Location: Available for Hickory, NC Closing Date: Open Until Filled Primary Purpose of Position: This position is responsible for all the Transitions to Community Living (TCL) financial activities. Role and Responsibilities: 60%: Accounting/General Ledger Reconciliation of TCL member allowances (includes obtaining, tracking receipts and reconciling between ledgers). Assure proper coding and payment for TYSR, Barrier, CCT, CLA, Prorated rents, Security Deposits, Hold Fees, and Special Claims Prepare/Process TCL subsidy payments and adjustments Securing vendors documents as required Monthly preparation of journal entries and reconciliations related to TCL 25%: Procurement: Responsible for TCL purchasing and LME/MCO compliant with statutory requirements controlling purchasing for local governments in NC and LME/MCO policy and procedure Record and track all TCL purchase requests and assure that budget is available for purchases Assist staff with TCL purchases 10% Other Assist auditors during annual fiscal audit as needed Audit Clive, reconcile and recover funds based on audit Ensure Bridge clients are set up in Temporary Housing and Expenses are available with means to their budget 5% Reports Primary responsibility for preparation and submission of accurate FSR amounts and records in a timely manner Knowledge, Skills and Abilities: Strong working knowledge of North Carolina governmental purchasing rules and regulations General knowledge of accounting and auditing principles and practices Knowledge of and ability to explain and apply the provisions of the standardized accounting practices adopted by State Government Working knowledge of accounting software Ability to interpret and analyze accounting data and apply that analysis to the departmental or institutional needs and determine compliance with pertinent guidelines, rules, regulations, and laws Ability to establish and maintain effective working relationships with representatives of related contact agencies, departmental staff, vendors, and the public Excellent communication skills, both orally and in writing High level of accounting and data entry skill Excellent computer skills and proficiency in Word, Excel, and Outlook Education and Experience Required: Associate Degree in Accounting or Business and three (3) years of experience in business or governmental agency; or an equivalent combination of education and experience. NC residency, or within 40 miles of the NC border, is required.

Job Description We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed. Position Overview: We are seeking a highly motivated and detail-oriented Analyst to join our Corporate Finance team at StepStone Private Wealth (SPW) in Charlotte, NC. This role will support key financial processes and deliverables, including month-end close, budgeting, forecasting, and executive reporting. The ideal candidate will bring strong analytical skills, a solid foundation in accounting or finance, and a proactive mindset toward automation and process improvement. Essential Job Functions: Support the monthly close process, including preparing financial statements & analysis for management Assist with budgeting and forecasting cycles, including data consolidation and reporting within the financial planning & analysis model Create internal and external-facing presentations to convey financial insights effectively Perform cash flow analysis, monthly budget reviews and variance analysis Track expenses and process invoices, ensuring accuracy and timely approvals Collaborate with cross-functional teams to gather inputs and validate financial data for reporting Identify opportunities for automation and implement technology-driven solutions to improve efficiency Maintain and enhance financial models and reporting tools Work directly with leadership to support ad hoc analysis and special projects as needed Education and/or Work Experience Requirements: Bachelor's degree in Accounting, Finance, or a related field 2-4 years of relevant experience; Big 4 public accounting experience is a plus Strong understanding of financial statements and accounting principles High proficiency in Microsoft Office, specifically Excel and PowerPoint Exposure to automation tools (e.g., Alteryx, Power BI, Tableau, SQL) is a plus Excellent communication and organizational skills Team player and strong work ethic with ability to manage multiple priorities in a fast-paced environment Required Knowledge, Skills, and Abilities: Curious and solutions-oriented mindset Strong attention to detail and commitment to accuracy Excellent written/verbal communication and interpersonal skills #LI-Hybrid At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all. As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law. Developing People at StepStone

Rising senior Class of 2027 preferred. Comfortable with and experience in financial/quantitative data analysis Ability to deliver results in a fast-paced environment, manage multiple projects, solve problems and think strategically/critically. Pro-active, good comfort level with working in an often-ambiguous environment, ability to quickly pivot from one to another. Interpersonal skills and high level of comfort/ease to interact with all levels of the organization. Organized with attention to detail. Uncompromising integrity and ability to maintain strict confidentiality Competencies and Skills Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high level of precision. Managing Multiple Priorities\: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, project, groups or activities, making effective judgments as to prioritizing and time allocation. Adapts and learns: Actively learns and adapts through experimentation when tackling new problems and situations, using both successes and failures to develop and learn. ABOUT EQUITABLE At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. ***** Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE\: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at ************** or email us at *******************************. At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential? Internship Description This internship position in Financial Controls and Accounting provides hands-on experience in critical aspects of corporate finance. This internship will assist in ensuring compliance with internal controls, regulatory standards, and accounting policies to maintain financial integrity. They will help prepare and analyze financial reports, including balance sheets, income statements, and cash flow statements, contributing to accurate and timely reporting. Additionally, this opportunity may consist of support reconciliation tasks, assist in audits, and participate in the review of financial data to identify discrepancies or inefficiencies. This role offers valuable exposure to financial systems, reporting frameworks, and compliance processes, fostering a deeper understanding of organizational financial management while developing essential analytical and technical skills. Financial Controls: Support the execution of key FCO program activities including process and control scoping, end-to end process and control walkthroughs, and documentation management. Interact with process owners across departments including Finance, IT, and Operations, as well as internal and external auditors . Support the team in their efforts to enhance and automate key controls across the organization Assist in documentation management related to deficiency remediation activities. Financial Reporting: Assist in the analysis and interpretation of financial data. Help prepare financial statements such as balance sheets, income statements, and cash flow statements. Perform bank reconciliations and reconcile other accounts as needed along with identifying discrepancies and assist in resolving them. Help ensure compliance with financial regulations and standards. Internship Details Dates\: Nine week program starting in early June 2026 Location\: New York, NY Work Environment\: Hybrid / Flexible (required to be in office a minimum of 2 days/week) Hourly Rate\: $22/hour

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.