Responsible for delivering financial expertise, strategic guidance, and business support for key areas across the Walgreens supply chain. Partners closely with Supply Chain leadership to evaluate financial impacts, inform decision‑making, and ensure resources are aligned to critical strategic priorities.
Leads financial support for supply‑chain initiatives aimed at improving operational efficiency, optimizing end‑to‑end network performance, and enabling long‑term transformation. Manages day‑to‑day financial inquiries for designated supply‑chain functions, ensuring accuracy, clarity, and timely insights that drive effective execution.
Contributes to the development and advancement of the enterprise supply‑chain strategy by engaging in cross‑functional identification, analysis, and resolution of issues that impact performance, cost structure, service levels, and future capabilities. Plays a key role in shaping and enabling the supply chain of the future by supporting initiatives spanning automation, digital enablement, inventory optimization, transportation efficiency, and distribution network evolution.
Job Responsibilities:
Partners with business management to maintain a strong understanding of the key business drivers of the assigned area, specific business processes and priorities, and future strategic direction of the assigned area.
Collaborates with business management and support teams to ensure strong execution, delivery of customer value and positive business results.
Develops and fosters a cross-functional team approach, providing financial management support to all levels of the business team.
Leads the preparation of the financial forecasts and budgets, including the identification/quantification of risks and opportunities; involves facilitating the negotiation and agreement of key operational metrics and inputs.
Performs periodic analyses of variances as compared to plan, forecast and prior periods. Prepares presentations and documentation of budget and forecast information.
Addresses issues with appropriate teams to develop plan of action. Identifies opportunities to improve processes and practices. Works with business and functional teams to develop consistent management reporting and processes.
Supports monthly reviews and periodic business planning sessions. Involves evaluating financial and operational results, monitoring data and contributing to the development of key initiatives.
Identifies and analyzes various investments and substantiates rationale for projects through business case developments.
Directly manages team members including hiring, developing, motivating and directing people as they work, and manages teams indirectly across client and operational organizations (including assisting in the development, training and assignment of work/projects to other members of the team).
Participates in medium term and strategic planning for the assigned business area.
About Walgreens
Founded in 1901, Walgreens (****************** has a storied heritage of caring for communities for generations and proudly serves nearly 9 million customers and patients each day across its approximately 8,500 stores throughout the U.S. and Puerto Rico, and leading omni channel platforms. Walgreens has approximately 220,000 team members, including nearly 90,000 healthcare service providers, and is committed to being the first choice for retail pharmacy and health services, building trusted relationships that create healthier futures for customers, patients, team members and communities.
Basic Qualifications
Bachelor's degree and at least 2 years of experience in an analytical role in finance, accounting, business management, quantitative analysis or economics OR High School Diploma/GED and at least 5 years of experience in an analytical role in finance, accounting, business management, quantitative analysis or economics.
At least 2 years of experience identifying operational issues and recommending and implementing strategies to resolve issues and problems.
At least 2 years of experience in applying analytics principles (Statistics, Mathematics, Operations Research, Business Management, Economics or Finance).
At least 2 years of experience with project management (for example: planning, organizing, and managing resources to bring about the successful completion of specific project goals and objectives).
Experience working as the financial liaison on a business team.
At least 1 year of direct leadership, indirect leadership and/or cross- functional team leadership.
Willing to travel up to 5% of the time for business purposes (within state and out of state).
Preferred Qualifications
Master's Degree or MBA
Experience using time management skills such as prioritizing/organizing and tracking details and meeting deadlines of multiple projects with varying completion dates.
Intermediate level skill in Microsoft Excel (for example: using SUM function, setting borders, setting column width, inserting charts, using text wrap, sorting, setting headers and footers and/or print scaling).
Intermediate level skill in Microsoft PowerPoint (for example: applying a theme, formatting character spacing, inserting a picture, changing slide layout and theme colors, adding transitions, customizing slide numbers, changing chart style and/or formatting font).
Intermediate level skill in Microsoft Word (for example: inserting headers, page breaks, page numbers and tables and/or adjusting table columns).
We will consider employment of qualified applicants with arrest and conviction records.
Salary Range: $102800 - $164400 / Salaried
$102.8k-164.4k yearly 1d ago
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Relationship Banker
Bank of America 4.7
Finance associate job in Waukegan, IL
Vernon Hills, Illinois;Arlington Heights, Illinois; Highland Park, Illinois; Palatine, Illinois; Buffalo Grove, Illinois; Lake Zurich, Illinois; Waukegan, Illinois
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (********************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.****
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
+ Collaborates effectively to get things done, building and nurturing strong relationships.
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
+ Is confident in identifying solutions for new and existing clients based on their needs.
+ Communicates effectively and confidently, and is comfortable engaging all clients.
+ Has the ability to learn and adapt to new information and technology platforms.
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
+ Applies strong critical thinking and problem-solving skills to meet clients' needs.
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
+ Efficiently manages time and capacity.
+ Focuses on results, while acting in the best interest of the client.
+ Can be flexible to work weekends and/or extended hours as needed.
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions.
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
+ Six months of cash handling experience.
+ Bachelor's degree or business relevant associate degree such as business management, business administration, or finance.
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$31k-36k yearly est. 3d ago
Future Positions
HP Tuners 4.9
Finance associate job in Buffalo Grove, IL
Don't see a role that fits now? We are always looking for great talent, submit your resume to be considered for future opportunities!
$86k-128k yearly est. 60d+ ago
Finance Intern, Corporate FP&A
Culligan 4.3
Finance associate job in Rosemont, IL
The Finance Intern will support the Corporate FP&A team with reporting and financial modeling during the month-end and quarterly forecasting processes. This individual will use analytical skills to identify trends and issues, reviewing data through financial systems and Excel. The role includes supporting Executive Management reporting, performing ad hoc analyses, and leading a key process improvement project during the internship.
Key Position Responsibilities
· Learn and assist with month-end reporting processes and data validation to support Management Reporting
· Support the F2 Forecast process
· Assist in the analysis and interpretation of financial metrics
· Participate actively in team meetings
· Prepare and analyze special projects as assigned
· Lead a process improvement project, gaining experience in project management, communication, and financial analysis
Requirements
· Junior or Senior working toward a Bachelor's Degree (B.S.) in Finance, Accounting, or a related field
· Proficient in Microsoft Excel, PowerPoint, Word, and Outlook
· Basic understanding of financial statements
· Prior experience in an office environment is a plus
Competencies
· Resourcefulness
· Team Player
· Organized
· Analytical Skills
· Communication
· Detail Oriented
· Energy
· Passion
· Integrity
Compensation & Benefits
· Hourly Pay Rate: $18.00 per hour (non-exempt, hourly position).
· Benefits: This position is not eligible for company-sponsored benefits.
$18 hourly 26d ago
US Private Bank- Private Banker- 2026 ReEntry Program 2026
Jpmorgan Chase & Co 4.8
Finance associate job in Milwaukee, WI
JobID: 210685776 JobSchedule: Full time JobShift: Base Pay/Salary: New York, NY $130,000 - $170,000; Chicago, IL $130,000- $170,000; Evanston, IL $130,000- $170,000 At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program.
Join a team delivering premiere service to high net worth clients through holistic financial advisement.
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P. Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Required Qualifications, Capabilities, Skills
* Three plus years of previous work experience in Private Banking or Financial Services
* Bachelor's Degree required; MBA, JD, CFA, or CFP preferred
* Proven sales success and strong business acumen
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, Skills
* Proactive, takes initiative, and uses critical thinking to solve problems
* Strong community presence with an established network
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
* Prior experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
$31k-67k yearly est. Auto-Apply 55d ago
Finance Analyst
Versiti 4.3
Finance associate job in Milwaukee, WI
Versiti is a fusion of donors, scientific curiosity, and precision medicine that recognize the gifts of blood and life are precious. We are home to the world-renowned Blood Research Institute, we enable life saving gifts from our donors, and provide the science behind the medicine through our diagnostic laboratories. Versiti brings together outstanding minds with unparalleled experience in transfusion medicine, transplantation, stem cells and cellular therapies, oncology and genomics, diagnostic lab services, and medical and scientific expertise. This combination of skill and knowledge results in improved patient outcomes, higher quality services and reduced cost of care for hospitals, blood centers, hospital systems, research and educational institutions, and other health care providers. At Versiti, we are passionate about improving the lives of patients and helping our healthcare partners thrive.
Position Summary
Financial Analysts serve as Versiti's central liaison between the corporate and operational teams. The Analyst is generally responsible for several key functions, including but not limited to: maintaining accurate and timely financial reporting, enterprise planning, financial modeling, pro forma and business case development, data analytics and specialized projects. The Analyst Finance will perform accounting entries and reconciliations to maintain timely and accurate financial information. They will get involved in certain aspects of budget and forecasting, volume and scenario analysis where needed, financial statement/report analysis, support of new initiatives and will serve on cross functional project teams as relevant. The role will operate closely with assigned service lines and collaborate with all areas of the organization.
Total Rewards Package
Benefits
Versiti provides a comprehensive benefits package based on your job classification. Full-time regular employees are eligible for Medical, Dental, and Vision Plans, Paid Time Off (PTO) and Holidays, Short- and Long-term disability, life insurance, 7% match dollar for dollar 401(k), voluntary programs, discount programs, others.
Responsibilities
Serves as a trusted advisor and strategic partner with Leadership teams of assigned service lines and corporate service areas to provide financial support for current operations, translating financial results, and aid in decision support for future operational proposals and growth initiatives.
Prepare and post monthly journal entries for various accounts and maintain reconciliation schedules as needed for assigned service lines.
Support the creation of dynamic financial models to assess the organization's current service lines and potential new external partnerships, joint ventures, etc. as relevant.
Assist in the preparation of the annual operating budget, including forecasts, long range plan and scenario analysis.
Create and track key performance indicators to identify operational trends and provide recommendations for business improvement
Educates on financial concepts, concerns, compliance, and issues impacting results.
Develops and implements process improvement within responsibility area and offer ideas and support improvements in other areas within Finance to ensure efficiency and effectiveness of processes using industry best practices.
Supports the enrichment of Financial Reporting in the ERP system
Assist service line leadership where needed on the business case processes; inputs and outputs, timelines, artifacts, ROI templates, reporting and tracking mechanisms.
Refines procedures for responsibility areas to ensure quality of accounting, transaction processing, internal controls, and reporting.
Promotes and maintains compliance with Generally Accepted Accounting Principles and related accounting and reporting standards and guidance
Assists where relevant in the preparation and completion of audit schedules, confirmations, audit, footnote disclosures, and general timing of activities for the annual audit reports.
Performs other duties as assigned
Complies with all policies and standards
Qualifications
Education
Bachelor's Degree in accounting or related field from an accredited college or university required
Master's Degree preferred
Experience
1-3 years of experience in accounting, financial operations, or similar field required
Experience with an integrated accounting and finance system preferred
Experience writing financial statements and management reports preferred
Experience in the financial management of research grants preferred
Experience in providing financial analysis in support of operational activities preferred
Knowledge, Skills and Abilities
Effective verbal and written communication, problem solving, decision making, conflict resolution, and organizational abilities
Effective interpersonal and customer service skills
Ability to contribute to a successful team environment
Excellent reasoning and analytical skills with the ability to effectively communicate technical financial information to management
Effective presentation skills
Extensive working knowledge of spreadsheets, word processing, database and other applications, including networked personal computers and integrated information systems.
Licenses and Certifications
Certified Public Accountant (CPA) or similar certification preferred
Tools and Technology
Personal networked computer. required
MS Office (Word, Access, Excel, Outlook, PowerPoint). required
#LI-EH1
#LI-Hybrid
Not ready to apply? Connect with us for general consideration.
$51k-85k yearly est. Auto-Apply 20h ago
Summer Intern, Finance and Accounting
Betanxt
Finance associate job in Brookfield, WI
BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.
BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.
We are seeking a detail-oriented and analytical Summer Finance and Accounting Intern to join our team. This opportunity offers hands-on experience in financial planning, budgeting & forecasting, and accounting processes within a dynamic corporate environment. You'll work closely with experienced professionals to analyze financial data, assist with forecast preparation, and support initiatives that ensure accuracy and compliance. This role will help develop strong quantitative, organizational, and problem-solving skills while gaining exposure to real-world financial operations and strategic decision-making.
Duties and Responsibilities of the Intern, Finance and Accounting
* Support the management and tracking of financial transactions, and forecasts that align with critical business objectives
* Assist in preparing, analyzing, and reconciling financial management reports
* Collaborate with internal stakeholders to ensure accurate and timely financial data collection and reporting
* Help identify potential financial risks, assist in creating mitigation plans, and contribute to resolving issues efficiently
* Participate in the forecasting process, including data gathering, variance analysis, and reporting
* Learn and apply financial management tools and software (such as Excel, NetSuite and NSPB) in a professional setting
* Assist in preparing presentations and updates tailored to various audiences, including leadership and cross-functional teams
Skills and Experience of the Intern, Finance and Accounting
* Currently pursuing a degree in Finance, Accounting, Business, or a related field
* Self-starter with an open mind to exploring new ideas and solutions in financial management
* Proven analytical, quantitative, and problem-solving skills
* Solid understanding of financial management software (e.g., Excel, NetSuite) and basic accounting principles
* Above-average organizational, interpersonal, and communication skills
* Ability to multi-task, stay calm under ambiguity, and thrive in a fast-paced environment
* Detail-oriented with a commitment to accuracy and confidentiality
Details:
* Pay for this position with be $25/hour
* The intern will be located in our Brookfield, WI office on a hybrid schedule. The intern must live within commutable distance to the office and provide own housing. A housing stipend or relocation assistance will not be offered
* The duration of our program is10 weeks, beginning on Wednesday, May 27, 2026
* Candidates must be enrolled full-time in an undergraduate course of study and be a rising senior (senior commencing Fall 2026) with a minimum GPA of 3.3 and be eligible to work in the US
$25 hourly 42d ago
Main Banker
Full House Resorts 3.2
Finance associate job in Waukegan, IL
Who WE are: Our mission is to be Chicagoland's premier gaming and entertainment destination, celebrated for unparalleled hospitality and an unforgettable guest experience. We're not just a casino-we're a community where our team members thrive, with countless opportunities for career growth and a workplace culture centered on inclusivity and fun. As we continue to elevate our standards of excellence, we seek dynamic, coachable individuals who are passionate about hospitality and eager to grow with us. At American Place Casino, every moment is crafted to delight, every opportunity is a pathway to success. Who WE are looking for: As a Main Banker, you oversee the financial operations of the casino's main bank. Your responsibilities include managing funds, processing transactions like currency exchanges and check cashing, and ensuring compliance with gaming regulations. Additionally, you will enter markers, fills, and credit slips into the computer system accurately. Your role is essential in maintaining financial integrity and ensuring smooth casino operations. Job titles similar to this role include:
Bank Vault Attendant
Vault Attendant
What is expected of YOU: As a Main Banker, your main focus is on delivering exceptional guest service while handling the accurate processing of guest and company funds alongside other cage personnel. You'll carefully manage transactions and paperwork to comply with gaming regulations, laws, and company policies. This includes issuing receipts for markers, payouts, and other transactions, as well as exchanging chips, cashing checks, and processing markers. You'll also oversee cash intake in count room areas, ensuring precise counting and verification. Tasks like preparing and balancing NRT machines, replenishing them with currency and tickets, and fulfilling all cashiering duties are part of your role. Beyond these, you'll audit fill traffic documentation, manage guest credit information, maintain the bank balance, safeguard cage assets, process deposits, assist with training, address guest inquiries, provide promotional advice, and handle any other duties assigned to ensure efficient casino operations. Experience YOU will need:
High School/GED preferred
Minimum of 1 year cash handling in a high volume environment.
Ability to handle high volume and stress situations.
Basic math skills with knowledge of currency
Excellent guest service communication skills
Ability to handle high volume and stressful situations
Proficiency in Excel and/or Google Docs
Computer and typing skills
Bilingual a Plus ( Preferred)
Physical Requirements:
Frequently speak, read, write, stand, walk, bend and stoop
Able to push, lift and carry up to 50 lbs.
Certificates, Licenses, Registrations: â Able to obtain/maintain necessary licenses and/or certifications as required by local gaming regulations. Benefits/Perks and Salary:
Medical, Dental, Vision
Matches 50% of your contribution, up to 4% of eligible contribution
Educational Tuition Reimbursement
Paid Time Off
Ventra Program, EAP programs, etc.
Company Statement on EOAA: American Place Casino is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.
Salary Range:
$19.00-$30.00
$19-30 hourly 60d+ ago
Finance Internship (Summer 2026)
MacLean-Fogg 4.3
Finance associate job in Menomonee Falls, WI
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.
$18-25 hourly 60d+ ago
Financial Analyst
Creative Financial Staffing 4.6
Finance associate job in Buffalo Grove, IL
$65,000 to $75,000
We are seeking a detail-oriented Financial Analyst to support financial planning, cost analysis, and performance tracking within our manufacturing operations. This role plays a key part in driving efficiency, supporting strategic decisions, and ensuring accurate financial reporting in a production-focused environment.
Why Work Here:
Hands-On Role: Direct impact on manufacturing performance and cost optimization
Career Growth: Opportunities to advance within finance or operations
Stable Industry: Join a well-established, essential manufacturer
Team-Oriented Culture: Collaborative work environment across departments
Comprehensive Benefits: Competitive salary, health insurance, 401(k), and PTO
Key Responsibilities:
Analyze manufacturing costs, variances, and production performance
Support the monthly close process and prepare journal entries related to inventory, labor, and overhead
Partner with plant and operations teams to provide financial insights on cost drivers and process improvements
Assist in preparing budgets, forecasts, and financial models for operations and capital expenditures
Track key performance indicators (KPIs) and develop dashboards and reports
Perform ad-hoc analysis on profitability, product margins, and efficiency initiatives
Ensure accuracy of inventory valuation and standard cost updates
Support internal controls and assist with audits as needed
Qualifications:
Bachelor's degree in Finance, Accounting, or related field
2-4 years of experience in financial analysis, preferably in a manufacturing or industrial setting
Solid understanding of cost accounting and manufacturing operations
Proficiency with ERP systems (e.g., SAP, Oracle, JD Edwards) and Excel
Strong analytical, organizational, and communication skills
Ability to work cross-functionally with operations, engineering, and supply chain teams
$65k-75k yearly 1d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance associate job in Vernon Hills, IL
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.
$500 weekly Auto-Apply 19d ago
Business Banker
Citizens Bank 3.7
Finance associate job in Mukwonago, WI
At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking an experienced Business Banker to join team.
HOURS/SCHEDULE*: Typical work week is M-F 8am-5pm, flexibility required to meet customer needs
*Hours may vary based on business needs
Description: Responsible for developing and maintaining long term customer relationships with commercial customers.
Essential duties and responsibilities:
Developing and maintaining long term customer relationships that generate loans, deposits and fee income
Negotiating commercial loan terms that are consistent with internal credit standards
Obtaining customer financial information and conducting a preliminary analysis of customer needs and our ability to meet those needs
Working closely with the Commercial Credit Department to create credit presentations
Presenting customer financial information to relevant committees
Cross selling all relevant bank products and services to commercial customers
Effectively managing loan portfolio
Any other duties as assigned.
Requirements:
High School Diploma or GED required
Bachelor's degree preferred
5+ years Commercial Lending experience
Ability to cross sell banking and other financial services products
Extensive knowledge of standard commercial lending practices
Banking experience and knowledge of bank systems & practices preferred
Ability to make decisions with little supervision.
Effective presentation skills.
High level of professionalism
Strong verbal and written communication skills
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities**** Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
$28k-49k yearly est. Auto-Apply 60d+ ago
Relationship Banker
Bank of America Corporation 4.7
Finance associate job in Waukegan, IL
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently, and is comfortable engaging all clients.
Has the ability to learn and adapt to new information and technology platforms.
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
Applies strong critical thinking and problem-solving skills to meet clients' needs.
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results, while acting in the best interest of the client.
Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions.
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
Six months of cash handling experience.
Bachelor's degree or business relevant associate degree such as business management, business administration, or finance.
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$31k-36k yearly est. 3d ago
Finance Intern
Culligan 4.3
Finance associate job in Rosemont, IL
The Finance Intern will assist the Flagship Finance team with improving processes and leveraging financial models to provide value-added analysis and drive financial performance. This individual should possess a continuous improvement mindset to identify problems using analytical skills, collaborate across business functions, and implement best practice solutions.
Specific Job Function:
Build models or dashboards for ad-hoc requests including, but not limited to, product mix analysis, and other initiatives to evaluate business performance.
Collaborate with business units in continuous improvement projects to streamline reporting and provide more transparent results.
Participate in the quarterly forecasting process with business leadership to evaluate current business performance and identify future opportunities.
Investigate how pricing initiatives, product sales penetration, and other product selling trends impact the price/volume/mix (“PVM”) compared to forecast and budget expectations.
Support month end close processes including, but not limited to, preparing templates, populating dashboards, and providing variance analysis commentary to business partners.
Support new initiatives with regard to Capex tracking and reporting & support data source verification and clean up.
Perform other responsibilities as assigned.
Job Requirements:
Junior or Senior working towards Bachelor's Degree (B.S.) in Finance or Accounting.
Proficient in Microsoft Excel.
Experience with Microsoft Access or Power BI a plus.
Ability to adapt quickly in a dynamic, fast-paced environment.
Excellent problem solving and chameleon communication to adapt a message to various business partners.
Competencies:
To perform the job successfully, an individual should demonstrate the following competencies in this position.
Resourcefulness Customer Focus Team Player
Passion Integrity Organizational Planning
Communication Self-Awareness Energy
Compensation & Benefits
Hourly Pay Rate: $16.00 per hour (non-exempt, hourly position).
Benefits:
This position is not eligible for company-sponsored benefits.
$16 hourly 22d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance associate job in Milwaukee, WI
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.
$500 weekly Auto-Apply 19d ago
Business Banker
Citizens Bank 3.7
Finance associate job in Mukwonago, WI
At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking an experienced Business Banker to join team.
HOURS/SCHEDULE*: Typical work week is M-F 8am-5pm, flexibility required to meet customer needs
*Hours may vary based on business needs
Description: Responsible for developing and maintaining long term customer relationships with commercial customers.
Essential duties and responsibilities:
Developing and maintaining long term customer relationships that generate loans, deposits and fee income
Negotiating commercial loan terms that are consistent with internal credit standards
Obtaining customer financial information and conducting a preliminary analysis of customer needs and our ability to meet those needs
Working closely with the Commercial Credit Department to create credit presentations
Presenting customer financial information to relevant committees
Cross selling all relevant bank products and services to commercial customers
Effectively managing loan portfolio
Any other duties as assigned.
Requirements:
High School Diploma or GED required
Bachelor's degree preferred
5+ years Commercial Lending experience
Ability to cross sell banking and other financial services products
Extensive knowledge of standard commercial lending practices
Banking experience and knowledge of bank systems & practices preferred
Ability to make decisions with little supervision.
Effective presentation skills.
High level of professionalism
Strong verbal and written communication skills
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities**** Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
$28k-49k yearly est. Auto-Apply 60d+ ago
Relationship Banker
Bank of America 4.7
Finance associate job in Buffalo Grove, IL
Vernon Hills, Illinois;Arlington Heights, Illinois; Highland Park, Illinois; Palatine, Illinois; Buffalo Grove, Illinois; Lake Zurich, Illinois; Waukegan, Illinois
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (********************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
****This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.****
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
+ Collaborates effectively to get things done, building and nurturing strong relationships.
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
+ Is confident in identifying solutions for new and existing clients based on their needs.
+ Communicates effectively and confidently, and is comfortable engaging all clients.
+ Has the ability to learn and adapt to new information and technology platforms.
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
+ Applies strong critical thinking and problem-solving skills to meet clients' needs.
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
+ Efficiently manages time and capacity.
+ Focuses on results, while acting in the best interest of the client.
+ Can be flexible to work weekends and/or extended hours as needed.
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions.
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
+ Six months of cash handling experience.
+ Bachelor's degree or business relevant associate degree such as business management, business administration, or finance.
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$31k-36k yearly est. 3d ago
Finance Intern
Culligan International 4.3
Finance associate job in Des Plaines, IL
Job Description
The Finance Intern will assist the Flagship Finance team with improving processes and leveraging financial models to provide value-added analysis and drive financial performance. This individual should possess a continuous improvement mindset to identify problems using analytical skills, collaborate across business functions, and implement best practice solutions.
Specific Job Function:
Build models or dashboards for ad-hoc requests including, but not limited to, product mix analysis, and other initiatives to evaluate business performance.
Collaborate with business units in continuous improvement projects to streamline reporting and provide more transparent results.
Participate in the quarterly forecasting process with business leadership to evaluate current business performance and identify future opportunities.
Investigate how pricing initiatives, product sales penetration, and other product selling trends impact the price/volume/mix (“PVM”) compared to forecast and budget expectations.
Support month end close processes including, but not limited to, preparing templates, populating dashboards, and providing variance analysis commentary to business partners.
Support new initiatives with regard to Capex tracking and reporting & support data source verification and clean up.
Perform other responsibilities as assigned.
Job Requirements:
Junior or Senior working towards Bachelor's Degree (B.S.) in Finance or Accounting.
Proficient in Microsoft Excel.
Experience with Microsoft Access or Power BI a plus.
Ability to adapt quickly in a dynamic, fast-paced environment.
Excellent problem solving and chameleon communication to adapt a message to various business partners.
Competencies:
To perform the job successfully, an individual should demonstrate the following competencies in this position.
Resourcefulness Customer Focus Team Player
Passion Integrity Organizational Planning
Communication Self-Awareness Energy
Compensation & Benefits
Hourly Pay Rate: $16.00 per hour (non-exempt, hourly position).
Benefits:
This position is not eligible for company-sponsored benefits.
$16 hourly 25d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance associate job in Milwaukee, WI
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.
$500 weekly Auto-Apply 16d ago
Digital Banking Specialist
Citizens Bank 3.7
Finance associate job in Mukwonago, WI
At Citizens Bank we help people, businesses, and communities achieve financial success to build a better future. We hope you will consider joining our team. We are seeking a Digital Banking Specialist to join our Electronic Banking Operations team.
Description:
Provide professional support to both internal and external customers in regards to all Digital Banking products.
Duties and Responsibilities:
Respond to emails and calls from customers or Bank staff on any Digital Banking product. Requests may include a wide variety of items, such as password resets, changes due to upgrades, system problems, date discrepancies, explanation of functionality, etc.
Place support calls to vendors when needed to fix or get answers to questions in regards to Digital Banking products.
Utilize the CRM system to track and resolve issues
Handle all communications with extreme confidentiality and privacy, including password and user name protection.
Provide authorizations for the setup of Apple, Samsung and Google Pay.
Provide administrative support for Digital Banking products, including Banno, Bill Pay, Cash Management, Remote Deposit Capture (RDC) and Zelle.
Setup Users for Cash Management: ACH and Wires, Positive Pay, and Remote Deposit Capture services.
Travel to customer locations to provide training on Cash Management: ACH and Wires, Positive Pay, and Remote Deposit Capture services.
Travel to customer locations to fix or replace RDC scanners or trouble shoot system issues.
Assist in keeping documented procedures for all Digital Banking products up to date.
On a daily, weekly, monthly or yearly basis, produce and review reports as required by the Digital Banking Department.
Stay current on Digital Banking products by reviewing documentation about those products as given by the Digital Banking Officer.
Scan and verify documents uploaded into Synergy by the Digital Banking area.
Recognize opportunities for business services referrals.
Assist in fraud prevention, education, and mitigation.
Non-Essential Duties:
Assist Digital Banking Officer in testing new products when requested.
Assist in tracking annual ACH Security Framework audits.
Any other duties as assigned.
Critical Competencies:
Accountability
Problem Solving
Communication
Job Knowledge
Customer Service Excellence
Requirements:
High school diploma or general education degree (GED) required
One year certificate from college or technical school; or three to six months related experience and/or training; or equivalent combination of education and experience
Current or prior experience preferred
Understanding and adherence to Bank policies and procedures as well as regulatory requirements
Excellent verbal and written communication skills
Must be able to prioritize simultaneous projects and meet deadlines in a very busy, fast paced environment
Demonstrate computer skills including:
Microsoft Office (Word, Excel, and Outlook and Bank software programs)
Internet usage and applications
Understanding of Jack Henry at an intermediate level
Experience with general office equipment
Excellent customer service skills
High accuracy in all work and attention to detail
High level of professionalism
Confidentiality
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****
Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
How much does a finance associate earn in Kenosha, WI?
The average finance associate in Kenosha, WI earns between $24,000 and $82,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.
Average finance associate salary in Kenosha, WI
$45,000
What are the biggest employers of Finance Associates in Kenosha, WI?
The biggest employers of Finance Associates in Kenosha, WI are: