Finance associate jobs in La Crosse, WI - 1,057 jobs

A leading financial consultancy in the United States is seeking a Managing Director for its Investment Banking (IB) team. This role offers a unique opportunity to lead complex M&A transactions and manage client relationships. The ideal candidate has over 15 years of investment banking experience, strong leadership skills, and a proven ability to thrive in a high-performance environment. The position offers a competitive compensation package of $1.2M to $3M annually. #J-18808-Ljbffr

Our client is seeking a junior‑to‑mid‑level associate with two to five years of experience in energy and infrastructure project finance, tax equity, and/or M&A to join their San Francisco, New York, Washington, D.C. or Houston office. Qualifications The firm has a market‑leading Energy and Infrastructure practice with an integrated global team of over 150 attorneys dedicated to this practice. 2‑5 years' experience in energy and infrastructure project finance, tax equity, and/or M&A. Strong academic credentials and major law firm experience. Preferred: member of the California, Texas, New York, or Washington, D.C. Bar. Skills & Experience Required Candidate must hold a JD from an ABA‑approved law school (T14 school is preferred). Must be in good standing and an active member of the Bar of the jurisdiction(s) where the candidate is admitted to practice. Competencies Excellent oral and written communication skills. Strong attention to detail with the ability to manage multiple priorities and track extensive details. Ability to establish and maintain good working relationships with clients and all levels of personnel and handle confidential information sensitively and discreetly. Ability to work independently and as part of a team in a fast‑paced environment, while demonstrating initiative, diplomacy and tact when under pressure. Salary: $235,000.00-$365,000.00, plus bonus Exempt status: Exempt #J-18808-Ljbffr

Who We Are We are an agricultural commodity advisory service in the Des Moines Metro Area, Iowa. Our company was launched ten years ago to help farmers and ranchers all across the U.S. to provide market advice, commentary, and risk management strategies. In that time, we've been named one of the fastest-growing private companies on the Inc 5000 list, as well as been named one of Iowa's Top Workplaces. Our core values here at Trader PhD are Accountability, Supporting Each Other, Growth Mindset and Have Fun & Be Happy. If these values resonate with you then you would be a perfect candidate to join our team! Opportunities at Trader PhD LLC We continuously seek individuals with skills in: Sales & Business Development - Building relationships and driving revenue growth. Market Analysis & Research - Providing expert insights on commodity trends. Client Success & Support - Ensuring clients get the most value from our services. Telemarketing & Lead Generation - Connecting with potential clients and generating leads. Software & IT Support - Improving and maintaining our internal and client-facing systems. Operations & Administration - Keeping our business running smoothly. If you don't see a currently open job listing that matches your expertise, we still want to hear from you! What We Look For We value: Strong sales, problem-solving and analytical skills A proactive and results-driven mindset Excellent communication and teamwork abilities A passion for financial markets, agriculture, and innovation Why Join Trader PhD LLC? Innovative & Growing Company - Be part of a team shaping the future of commodity trading. Career Growth - We invest in our employees' professional development. Competitive Compensation - Salaries, performance incentives, and benefits. Collaborative Culture - Work with industry experts in a supportive environment. How to Apply Interested in joining our team? Click on the “Apply for this Job” button in the upper right. We'll keep your application on file and reach out when a suitable opportunity arises. Be part of a company that is transforming agricultural markets-apply today!

Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Financial Aid Associate Job Category: University Staff Employment Type: Regular Job Profile: Administrative Assistant III Job Duties: Under general supervision, this position advises students and parents in completing financial aid forms, in explaining the various student loan types, and in filing appeals. Serves in a triage role in determining if a student needs to speak with a counselor and, if so, which counselor can best meet their needs or if another office could serve them better. Explains complex financial aid procedures and regulations to both students and their parents. Has primary responsibility for the coordination of administrative functions related to the Job Location Development program (a program linking external employers and students seeking employment). Assists with training and supervision all student employees who work at the front desk/reception area. The position has responsibility for outreach efforts to current and former students. They also may assist with management of our outside scholarship database. General working hours are Monday thru Friday 7:45am to 4:30pm. The Division of Academic Affairs encompasses a wide array of activities and functions that ensure the overall academic quality of the institution. This includes providing administrative oversight and academic leadership for: the College of Business Administration; the College of Arts, Social Sciences, and Humanities,; the College of Science and Health; the School of Education; Murphy Library; Admissions; Records and Registration; Financial Aid; Career Services; Academic Advising; University Graduate Studies; Continuing Education and Extension; the Office of Research and Sponsored Programs; the Office of Undergraduate Research and Creativity; the Center for Advancing Teaching and Learning; Institutional Research; and International Education & Engagement. Academic Affairs also provides leadership and support to the nearly four hundred full-time faculty and instructional academic staff, 73 percent of whom hold terminal degrees. Through its various functions, the Division of Academic Affairs supports students in the pursuit of excellence in undergraduate and graduate education as well as scholarly activity. UW-La Crosse does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. If you have questions regarding this, please contact Human Resources at ************. The review of applications starts on January 20, 2026. Applications received on or before January 20th are prioritized and review will continue until the position(s) is/are filled. Initial interviews will be conducted virtually, with shortlisted candidates invited to campus. Key Job Responsibilities: Manage Financial Aid Office Student Employees. * Maintain Financial Aid Office TV, brochure racks, front desk area. * Assist other Financial Aid Office staff members with projects and work assignments as necessary for effective overall financial aid program efficiency and office operations. * Other duties as assigned. Coordinate administrative functions related to the Off Campus Part Time Job Board. * Assist with all administrative functions related to the (electronic) campus part time job board Handshake. * Respond to telephone calls and emails from student, off campus employers, and on campus departments requesting information about or assistance with the part time job board. * Place follow up calls or send emails to employers, both on and off campus, to gather information needed to closeout jobs, repost, or post new opportunities via the website. * Maintain records on a monthly and yearly basis by completing necessary forms and end of year report. * Maintain lists of students interested in temporary work (child care, lawn care, snow shoveling, odd jobs). Verify enrollment status and send out listings, as requested, to potential employers. * Coordinate promotional activities related to the online part time job board as it relates to the development of additional part time job opportunities for UWL students. Function as paraprofessional advisor for telephone, e-mail, and walk-in tasks in the Financial Aid Office. * Serve in a 'triage' role, by independently advising students, parents, campus departments and the general public concerning financial aid procedures, providing technical explanations, or referring constituents to the appropriate financial aid counselor. * Explain options and alternatives and answer both general and detailed questions. * Interpret and relay information from a variety of platforms, including Peoplesoft Student Information System, Image Now electronic document system and various US Dept of Education databases. * Review information in the student information system to respond to general and detailed questions such as, determining current application status, supporting documentation requirements, and communicate that information to the applicant. * Advise students when prerequisites must be resolved through other campus departments such as Records and Registration, Cashier's, Admissions, etc. Refer students to outside agencies, such as loan servicers, US Dept of Education, etc. when appropriate. * Provide information on how to apply for financial aid, indicating requirements for undergraduate and graduate students (new freshmen, transfers, and re-entrants). Assist students and parents in completing financial aid forms (including Federal verification forms, institutional application, etc.) * Coordinate the processing of incoming mail including email and mail correspondence -date stamp, check student application status, for appropriate processing and prepare documents for student imaging staff. * Verify all financial aid checklist items; compare items requested to imaged documents checking for accuracy. Perform student outreach * Reach out to students who have outstanding checklist items, unaccepted aid, and outstanding balances. * Provide other outreach using the office outreach calendar. * Assist with loan default prevention efforts for former students. * Assist with management and updating of office website. Department: Financial Aid Compensation: $17.67/hour ($18.00/hour effective 12/28/25) Required Qualifications: * High school diploma or equivalent. * Knowledge and experience in the use of e-mail (i.e. Outlook, Office 365, etc.) functions including electronic calendaring. * Effective oral and written communication skills. * Excellent organizational and time management skills. * Ability to coordinate projects, multitask, and work independently, as well as independently set priorities to meet the demands of the position. * Possess an attention to details and timelines/due dates despite frequent interruptions. * Ability to meet and work effectively with students, parents, and people across multiple levels of the organization. * Ability to use discretion and good judgment regarding confidential information. Preferred Qualifications: * Ability and willingness to maintain and enhance professional competencies by participating in professional development workshops, seminars, and training sessions. * Ability to plan, assign, and supervise the work of others (student supervision). * Functional expertise with PeopleSoft Student Information. * Knowledge of the Financial Aid programs, processes, regulations, etc. * Experience working in a highly regulated environment. How to Apply: Required application documents: Cover letter (that addresses the required and preferred qualifications) CV / Resume Contact Information: Christina Hayes **************** Special Notes: Application deadlines TO ENSURE CONSIDERATION: Priority consideration is given to those candidates who apply by the listed 'First Review Date'. Applications received after that date may be considered at the discretion of the search committee. Application materials will be evaluated, and the most qualified applicants will be invited to participate in the next step of the selection process. Incomplete and/or late application materials may not receive consideration. If you have questions regarding this recruitment, or if you are not able to complete the application online due to a disability or system problem, please contact the Office of Human Resources. Confidentiality of Applicant Materials UWL is a state agency and subject to Wisconsin's Open Records Law. UWL will not, however, reveal the identities of applicants who request confidentiality in writing except as may be required by Wisconsin's Open Records law. In certain circumstances, the identities of "final candidates" and/or the identity of the appointed applicant must be revealed upon request. CBC & Reference Check Policy All candidates for employment are subject to a pre-employment screening which includes a criminal background check, work authorization, and verification of education. It will also require you and your references to answer questions regarding sexual violence and sexual harassment. Annual Security and Fire Safety Report (Clery Act) For the UWL Annual Security and Fire Safety Reports (i.e., Clery Report), which includes statistics about reported crimes and information about campus security policies, see *************************************************************************** or contact the University Police Department at ************. INFORMATION ABOUT YOUR BENEFITS Your benefits add an additional 40%+ to the overall financial package from the university. Highlights include: * Paid vacation for 12-month positions. * Excellent flexible health insurance with low co-pays and good coverage. * Paid holidays and paid sick days. * After 5 years of employment, you become vested in our retirement system which ensures income post-career. * Benefits at UWL are highly competitive with local industry and some of the strongest in state and nation. Benefit eligibility is determined at the point of hire. This information is provided for illustrative purposes only. Benefits are also pro-rated based on the appointment percentage. UW is an Equal Opportunity Employer Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds, perspectives, and skills, and encourage all qualified individuals to apply.

Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process. Position Title:Financial Aid AssociateJob Category:University StaffEmployment Type:RegularJob Profile:Administrative Assistant IIIJob Duties: Under general supervision, this position advises students and parents in completing financial aid forms, in explaining the various student loan types, and in filing appeals. Serves in a triage role in determining if a student needs to speak with a counselor and, if so, which counselor can best meet their needs or if another office could serve them better. Explains complex financial aid procedures and regulations to both students and their parents. Has primary responsibility for the coordination of administrative functions related to the Job Location Development program (a program linking external employers and students seeking employment). Assists with training and supervision all student employees who work at the front desk/reception area. The position has responsibility for outreach efforts to current and former students. They also may assist with management of our outside scholarship database. General working hours are Monday thru Friday 7:45am to 4:30pm. The Division of Academic Affairs encompasses a wide array of activities and functions that ensure the overall academic quality of the institution. This includes providing administrative oversight and academic leadership for: the College of Business Administration; the College of Arts, Social Sciences, and Humanities,; the College of Science and Health; the School of Education; Murphy Library; Admissions; Records and Registration; Financial Aid; Career Services; Academic Advising; University Graduate Studies; Continuing Education and Extension; the Office of Research and Sponsored Programs; the Office of Undergraduate Research and Creativity; the Center for Advancing Teaching and Learning; Institutional Research; and International Education & Engagement. Academic Affairs also provides leadership and support to the nearly four hundred full-time faculty and instructional academic staff, 73 percent of whom hold terminal degrees. Through its various functions, the Division of Academic Affairs supports students in the pursuit of excellence in undergraduate and graduate education as well as scholarly activity. UW-La Crosse does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. If you have questions regarding this, please contact Human Resources at ************. The review of applications starts on January 20, 2026. Applications received on or before January 20th are prioritized and review will continue until the position(s) is/are filled. Initial interviews will be conducted virtually, with shortlisted candidates invited to campus. Key Job Responsibilities: Manage Financial Aid Office Student Employees. Maintain Financial Aid Office TV, brochure racks, front desk area. Assist other Financial Aid Office staff members with projects and work assignments as necessary for effective overall financial aid program efficiency and office operations. Other duties as assigned. Coordinate administrative functions related to the Off Campus Part Time Job Board. Assist with all administrative functions related to the (electronic) campus part time job board Handshake. Respond to telephone calls and emails from student, off campus employers, and on campus departments requesting information about or assistance with the part time job board. Place follow up calls or send emails to employers, both on and off campus, to gather information needed to closeout jobs, repost, or post new opportunities via the website. Maintain records on a monthly and yearly basis by completing necessary forms and end of year report. Maintain lists of students interested in temporary work (child care, lawn care, snow shoveling, odd jobs). Verify enrollment status and send out listings, as requested, to potential employers. Coordinate promotional activities related to the online part time job board as it relates to the development of additional part time job opportunities for UWL students. Function as paraprofessional advisor for telephone, e-mail, and walk-in tasks in the Financial Aid Office. Serve in a ‘triage' role, by independently advising students, parents, campus departments and the general public concerning financial aid procedures, providing technical explanations, or referring constituents to the appropriate financial aid counselor. Explain options and alternatives and answer both general and detailed questions. Interpret and relay information from a variety of platforms, including Peoplesoft Student Information System, Image Now electronic document system and various US Dept of Education databases. Review information in the student information system to respond to general and detailed questions such as, determining current application status, supporting documentation requirements, and communicate that information to the applicant. Advise students when prerequisites must be resolved through other campus departments such as Records and Registration, Cashier's, Admissions, etc. Refer students to outside agencies, such as loan servicers, US Dept of Education, etc. when appropriate. Provide information on how to apply for financial aid, indicating requirements for undergraduate and graduate students (new freshmen, transfers, and re-entrants). Assist students and parents in completing financial aid forms (including Federal verification forms, institutional application, etc.) Coordinate the processing of incoming mail including email and mail correspondence -date stamp, check student application status, for appropriate processing and prepare documents for student imaging staff. Verify all financial aid checklist items; compare items requested to imaged documents checking for accuracy. Perform student outreach Reach out to students who have outstanding checklist items, unaccepted aid, and outstanding balances. Provide other outreach using the office outreach calendar. Assist with loan default prevention efforts for former students. Assist with management and updating of office website. Department: Financial Aid Compensation: $17.67/hour ($18.00/hour effective 12/28/25) Required Qualifications: High school diploma or equivalent. Knowledge and experience in the use of e-mail (i.e. Outlook, Office 365, etc.) functions including electronic calendaring. Effective oral and written communication skills. Excellent organizational and time management skills. Ability to coordinate projects, multitask, and work independently, as well as independently set priorities to meet the demands of the position. Possess an attention to details and timelines/due dates despite frequent interruptions. Ability to meet and work effectively with students, parents, and people across multiple levels of the organization. Ability to use discretion and good judgment regarding confidential information. Preferred Qualifications: Ability and willingness to maintain and enhance professional competencies by participating in professional development workshops, seminars, and training sessions. Ability to plan, assign, and supervise the work of others (student supervision). Functional expertise with PeopleSoft Student Information. Knowledge of the Financial Aid programs, processes, regulations, etc. Experience working in a highly regulated environment. How to Apply: Required application documents: Cover letter (that addresses the required and preferred qualifications) CV / Resume Contact Information: Christina Hayes **************** Special Notes: Application deadlines TO ENSURE CONSIDERATION: Priority consideration is given to those candidates who apply by the listed ‘First Review Date'. Applications received after that date may be considered at the discretion of the search committee. Application materials will be evaluated, and the most qualified applicants will be invited to participate in the next step of the selection process. Incomplete and/or late application materials may not receive consideration. If you have questions regarding this recruitment, or if you are not able to complete the application online due to a disability or system problem, please contact the Office of Human Resources. Confidentiality of Applicant Materials UWL is a state agency and subject to Wisconsin's Open Records Law. UWL will not, however, reveal the identities of applicants who request confidentiality in writing except as may be required by Wisconsin's Open Records law. In certain circumstances, the identities of “final candidates” and/or the identity of the appointed applicant must be revealed upon request. CBC & Reference Check Policy All candidates for employment are subject to a pre-employment screening which includes a criminal background check, work authorization, and verification of education. It will also require you and your references to answer questions regarding sexual violence and sexual harassment. Annual Security and Fire Safety Report (Clery Act) For the UWL Annual Security and Fire Safety Reports (i.e., Clery Report), which includes statistics about reported crimes and information about campus security policies, see *************************************************************************** or contact the University Police Department at ************. INFORMATION ABOUT YOUR BENEFITS Your benefits add an additional 40%+ to the overall financial package from the university. Highlights include: Paid vacation for 12-month positions. Excellent flexible health insurance with low co-pays and good coverage. Paid holidays and paid sick days. After 5 years of employment, you become vested in our retirement system which ensures income post-career. Benefits at UWL are highly competitive with local industry and some of the strongest in state and nation. Benefit eligibility is determined at the point of hire. This information is provided for illustrative purposes only. Benefits are also pro-rated based on the appointment percentage. UW is an Equal Opportunity Employer Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds, perspectives, and skills, and encourage all qualified individuals to apply.

Financial Analyst - FP&A | Growth-Oriented Company Salary: $90,000 - $115,000 base + bonus Work Model: On-site (future hybrid model) | Lake Elmo, MN Why This Opportunity Stands Out: This Financial Analyst role offers the chance to work side-by-side with the CFO while helping shape and expand the FP&A function at a fast-growing company. The position goes beyond traditional analysis - you'll be a key partner in delivering insights that influence strategy, operations, and profitability. It's a strong fit for a finance professional with 2-5 years of experience who is looking to deepen FP&A expertise, gain broad business exposure, and grow into a senior role over time. Key Responsibilities for the Financial Analyst - FP&A: Support annual budgets, quarterly forecasts, and multi-year financial plans. Build and refine financial models to evaluate costs, margins, and operational performance. Conduct scenario and sensitivity analyses related to production, materials, labor, and logistics. Analyze financial results, explain variances, and highlight performance trends. Provide financial support for capital investments, pricing, and process improvement initiatives. Deliver monthly management reports and dashboards with clear commentary. Collaborate with cross-functional teams to provide actionable insights. Assist leadership with presentation materials and strategic reviews. Qualifications for the Financial Analyst - FP&A: Bachelor's degree in Finance, Accounting, Economics, or related field. 2-5 years of experience in FP&A, corporate finance, accounting, or financial analysis. Strong Excel skills (financial modeling, pivot tables, lookups); BI tools (Power BI, Tableau, etc.) preferred. Solid understanding of P&L, balance sheet, and cash flow. Strong analytical and communication skills, with the ability to translate data into actionable insights. Manufacturing / Distribution industry experience preferred. #FinancialAnalyst #FP&A #FinanceJobsMN #FinancialAnalysis #MinnesotaJobs #LI-Onsite #LI-PS1 #INDEC2025 #LakeElmo

Merchants Bank, Winona, has an opening for a Finance Specialist. Duties include managing daily and monthly general ledger reconciliations and supporting accurate financial reporting. Handles key regulatory and operational responsibilities from maintaining rate indexes and withholding reporting to preparing pledging, FR2900, and investment‑related entries. Also supports monthly, quarterly, and annual processes including investment portfolio accounting, preparing audit information, reporting, and tax‑related documentation. This position will prepare committee packets, capturing meeting minutes and assisting with Accounts Payable backup. Must be a detail‑oriented professional who values process improvement, exceptional customer service, and contributing to a positive and collaborative work environment. Associate degree in Finance or Accounting or equivalent work experience preferred. Must have excellent knowledge of Microsoft Excel and Word. Merchants Bank offers competitive wages and benefits for our full-time employees including health, dental, life, disability and vision insurance; flexible spending accounts, 401(k) and ESOP retirement plans; bonus plan; paid time off; tuition reimbursement; and a variety of voluntary supplemental insurance options. Please click on Apply Now or apply in person at Merchants Bank, Winona (102 E 3rd Street). Questions can be emailed to ********************. Merchants Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. Job Summary: Work is performed under limited supervision according to established policies and accounting rules. The emphasis of this position is to calculate and disseminate accurate information and data, as well as document procedures for these processes. This position requires knowledge and skills in a wide variety of areas and thus the ability to change focus throughout each day is imperative. The duties related to this job include mathematical calculations, research, using several different software and hardware systems, and extensive use of Excel. This position requires a well-organized and motivated individual with the ability to initiate projects and follow through as needed. Must have the ability to multi-task and work independently. Primary Duties: Daily/weekly duties: Reconcile roughly seventeen general ledger reconciliations on a daily basis. Conduct research and training as needed to ensure items clear in a timely manner. Identify process improvement opportunities whenever possible. Correct GL posting errors daily and run daily PDF report workflows for users without Prologue access. Check the GL Exceptions report and follow up on timely corrections. Change or verify daily rate indexes in the core processing system for both investment and loan accounts. Review withholding daily and report/remit to the state of Minnesota as required. Save general ledger files daily as backup for retention purposes. Compile and communicate Loan Pricing Guidelines to all lenders on a weekly basis. Save subledger report for independent review by Operations. Update the daily pledging spreadsheet to ensure pledging requirements are met for public fund customers. Run the FR2900 report on Tuesdays and provide to Wire Transfer department for reporting. Check back Accounts Payable transactions to source documentation prior to bi-weekly batch postings. Monthly duties: Backup to calculate and post bank investment portfolio principal and interest payments each month. Calculate and post FASB No. 115 entries so that the banks securities with fixed maturities are reported at their current market value. Investment Center: Calculate and report monthly bank commission to Representatives & Bank Presidents. Assist with month end reports, calculations and entries (i.e. send out pledged security documents to customers (backup), create reports of new loans and CDs and their interest rate spreads for management review). Prepare documented reconciliations of various general ledger and internal accounts for review as required by FDICIA. Act as the primary point of contact for Winona lease tenants and monitor rent certificates and lease contracts for updates/renewals. Prepare the ALCO packet and capture minutes during the monthly meetings. Quarterly duties: Report to IntraFi general ledger balances to agree to network information. Run quarterly entries including, but not limited to, Trust Preferred Security Admin Fee and allocation of FHLB advance borrowing balances and interest. Compile the packet for the Investment Center Committee and capture minutes for quarterly meetings. Annual duties: Reconcile company-wide withholding to report on tax form 945. Reconcile 1099 information as input throughout the year including Bank Owned Life Insurance Report and remit unclaimed property for the entire company on an annual basis. Act as the primary point of contact for Winona lease tenants and monitor rent certificates and lease contracts for updates/renewals. Duties to be performed as needed: Act as back up for Accounts Payable Department by coding and processing all bank invoices for payment. 1099 input and follow-up. Update and verify several general ledger accounts and internal bank accounts. Process general ledger entries and standard entries for a variety of accounts. Prepare and create a variety of month end reports and analysis. Continually document and improve processes as opportunities arise. Adherence to compliance laws concerning financial institutions, and completion of compliance tests as required for job description. Employee will be expected to contribute to a positive working environment through words and actions. Employee will be expected to take responsibility to ensure that internal and external customers receive outstanding service. Perform any other duties assigned by management. Indicators of Success: Reports are created in a timely fashion. Commissions are paid accurately and on time. Loan clearing account is current and balanced. Research is answered correctly and promptly. Provides leadership in all areas. Completes all assigned duties in a timely and accurate fashion. Working Conditions: Inside working environment, very low noise level. May include travel to affiliate operations as required. Physical Demands: Work is performed primarily sitting at a desk. Requires a high degree of finger dexterity, very good finger-eye coordination. Mental Demands: Requires above-average aptitude in the area of math/number skills, and evaluation/reasoning skills. Above-average skill in the area of problem analysis and problem solving. A solid understanding of financial reporting/accounting are required to be able to reason through offages, allocations, and other reconciliation issues. Knowledge of lending processes is very helpful. Ability to speak with clarity and articulate thoughts and ideas well. Must be able to remain calm under pressure and relate to all types of personalities. Skill Requirements: Independent thought, good organization, self-motivation to complete tasks and remain on schedule with minimal supervision. Personal computer skills with excellent knowledge of Microsoft Excel, and Word programs, as well as good typing skills; effective telephone and written communication skills. Amiable personality and team player. Associate degree in Finance or Accounting or equivalent work experience preferred. Relationships Responsible to the Controller for clarification of position responsibilities and authority, and for proper interpretation. Will have limited person-to-person and phone contact with customers and public, however, will have extensive staff contact. Must have ability to work in a team environment and have personal manner to enhance overall professional image of the organization.

Do you enjoy getting to know new people and having conversations? Then becoming a Flexible Transaction Banker with First Bank would be a great fit for you! As a Flexible Transaction Banker, you will interact with customers each day providing exceptional service and accurately completing transactions on their accounts. You will build relationships with our customers to better understand their needs and offer services that fit their needs. Duties include: Customer Service: Process monetary transactions for customers, such as cashing monetary instruments, making deposits, withdrawals, and payments for mortgages, consumer loans, etc. Create money orders, official checks, etc. Scan transactions into system for processing Provide timely, courteous and professional customer service Build appropriate relationships with customers to better understand their banking needs Responsible for having an in depth understanding of transactional processes and retail bank products Assist customers with resolution of account concerns and issues Promptly and cheerfully answer phone calls and greet in a professional manner. Cash Handling: Accurately process transactions evidenced by balancing daily Ensure assigned cash drawer is kept secure at all times Keep cash drawer within assigned drawer limits Balance ATM, vault, etc. as assigned Referrals: Responsible for having at minimum a general understanding of all products the bank offers and presenting bank products as solutions to customers Support the overall sales effort by referring customer to others within the bank for financial solutions Participate in retail product campaigns the bank initiates Other: Work as one collective bank team and assist in other departments as needed Understand and comply with the related laws and compliance regulations that pertain to the position including but not limited to bank secrecy act, confidentiality, privacy, and funds availability policy Complete training as needed or required Other duties as assigned To service our customers, you will excel at processing bank transactions including but not limited to deposits, withdrawals, payments and creating cashier's checks. Cash handling is another important aspect of this position and must be done accurately. Hours for this position vary based on need and availability but generally average around 20 hours per week over the entire year. Since this is a flexible position, we may be able to accommodate unavailability on certain days and work around other commitments, however, availability to work at least two Saturdays per month from 8:30am to 11:00am is required. This position may work at our Waverly, Plainfield or Cedar Falls offices. If this sounds like fun and you have good attention to detail, good communication skills and can adapt easily to new situations, apply today! EOE, including disability/vets

With history dating back to 1856, American National Bank is one of the largest privately owned banks in the region with locations in Nebraska, Iowa and Minnesota. We believe in doing. By joining forces with local businesses, charitable organizations and our team members, we are proud to be part of the momentum that keeps the community around us building and growing. Together we can be the catalyst for making great things happen. Join our company to be a part of this inspirational movement and learn how we can grow your career. Benefits & Perks Benefit eligible employees will have access to the following: * Competitive compensation * 401K with up to 4% employer match; immediate vesting * Paid time off and paid holidays * Medical/Dental/Vision/Life/Disability Insurance * Tuition Reimbursement * Volunteer time off * Gym membership discount * Employee Wellness Program * Employee banking benefits and discounts Job Summary American National Bank is looking for a new Community Banker to service the needs of existing and prospective clients by performing both teller duties as well as opening a variety of accounts for customers. We are seeking an individual who provides top customer service, communicates well with others, possesses previous cash handling experience, and previous sales experience. Experience in Jack Henry is preferred. Schedule: Monday through Friday 8:15am - 4:45pm. Essential Job Duties & Responsibilities * Opens a variety of new accounts for clients including checking, savings, IRA, CD, etc. * Provides information and answers questions regarding deposit rates, fees, and bank policies. * Serves on the Teller line as needed. * Generates growth in deposit balances through sales, marketing, promotion and referral of products. * Provides outstanding client service to all existing and prospective clients. * Acquires, retains, deepens and manages the relationship of clients. * Handles customer requests through email and phone including password resets, ACH and other documentation. Experience and Education * Four to six month's client service experience is required. * Four to six month's cash handling and/or banking experience is required. * Proven history of attainment of sales goals including referrals. * High school diploma or its equivalent is required. The expected starting range for this role is $20.50-$25.00 per hour. Compensation decisions will be based on factors such as experience, qualifications, and education, which may determine where within the range the starting pay will fall.

Full-time Description Are you an outgoing, motivated individual who is a self-starter and great with customers? Want to learn new things and build your professional skillset? How about working for a top community bank that inspires you to achieve your full potential and become a happier and better individual? If you are willing to learn, we are willing to train you! Citizens State Bank, a locally owned community bank, is looking for highly motivated candidates with a passion for five-star customer service to fill an open full-time Relationship Banker position in our Onalaska office. This is a full-time Monday through Friday position. As a Relationship Banker, you will work with consumer and business customers in opening and servicing deposit accounts, along with working with existing customers to solicit and grow new business. It is essential that our applicants be dynamic, sociable, and enthusiastic team players while possessing a positive can-do attitude, excellent judgement, and communication skills. In order for the candidate to be able to deliver the #citizensexperience, the candidate must also have superior customer service and computer skills, great attention to detail, and the ability to multitask. Previous retail or banking experience and/or sales background is preferred, but not required. If this is a position that matches your skillset and you can see yourself being successful in it, we will be happy to teach and continue to develop you! Citizens State Bank offers an excellent salary and benefits package-including access to free health care. Combine that with our dynamic culture, and you'll see why we're unlike any other. Candidates interested in working in a fun, high-energy organization that was named as one of the top Community Banks in the nation, and an American Banker's Best Banks to Work For, should visit our employment opportunities page. Do not wait, our positions fill quickly, and you do not want to miss out on joining the best culture in the industry! While you wait for our response, check us out on Facebook and visit our website at *************************

Job Description About FCCU FCCU is the largest credit union in the region with over a billion dollars in assets. We are a growing family of employees who succeed both personally and professionally. We offer competitive total compensation, technical and leadership development, and opportunities for industry and community involvement. As a credit union we are member owned. This allows us to invest in our members and the communities we serve. Through helping others achieve financial growth and giving back to our communities, you can truly fulfill the FCCU mission of Life is Better with Community. Core Values-Strengthen Community by helping members grow and thrive. Community-Our Communities define who we are "People Helping People." Integrity-We will live and work with uncompromised integrity. Passion-We will display passion in our work and service to our membership. Growth-We believe that growing both as a Credit Union and professionally as employees is imperative to our long-term success. Job Responsibilities Our goal is to meet our members' financial needs with extraordinary personal service. This passion for quality and people-focused care is also evident in how we treat our employees. Arrive each day full of energy and ready to provide unsurpassed customer service to our members while maintaining our tradition of community trust. Cheerfully and in a professional manner, you greet them in person, on the telephone, or by email and enjoy developing and nurturing relationships as you serve their financial needs. You stay busy as you efficiently process routine financial teller transactions for our new and existing members. You have opportunities to utilize your product knowledge and cross-sell financial products and services to meet their current and future financial needs. You will have the ability to open new accounts, secure retail loans, process transactions and cross-sell products and services to meet members' financial needs and increase member satisfaction. You provide engaging, personal service to members and truly care about finding real solutions to their financial needs. You are goal-oriented and always learning and improving. You take pride in being the face of FCCU and projecting a positive image to our current and prospective members alike! Qualifications High school diploma or GED Previous cash-handling preferred Ability to operate a computer, telephone and other office equipment Competitive team player, with a positive attitude willing to learn and adapt to change Ability to communication, both written and verbal Detail-oriented and able to work in a fast-paced member service environment Benefits We provide a great benefits package that includes 11 paid federal holidays, 401k match, fully paid single medical, dental and vision and much more. While we know benefits are highly important, we also recognize and support the value of a family and work life balance. Work Schedule Part time Monday-Friday and rotating Saturdays. You must complete an FCCU employment application located at ****************************** First Community Credit Union 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. (EOE, including disability/vets)

Full-time Description TITLE: Community Banker DEPARTMENT: Retail Banking The Community Banker is responsible for providing excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. The position will also answer client inquiries, resolve issues, and promote the bank's products and services that best meet the client's needs. ESSENTIAL FUNCTIONS: Process client transactions in a professional and efficient manner while following established policies and procedures. Accept payments for various financial transactions and ensure associated tasks are promptly and accurately processed. Complete additional transactions including, but not limited to, issuing cashier's checks, certified checks, EE bond and money orders; processing stop payment orders and change orders; processing and issuing receipts on items left for collection, night drop and mail deposits. Balance cash drawer according to established procedures and standards, paying special attention to reporting and collection of teller cash differences and operating losses. Maintain the highest level of security by ensuring that security procedures are followed, and transactions are properly documented and recorded; complete IRS forms for large currency transaction reporting by following established procedures and ensuring compliance with federal regulation. Uphold the confidentiality, integrity, and safekeeping of all sensitive client information, currency, coin, and other negotiable instruments. Balance cash vault according to established procedures. Process requests for foreign currency transactions. Identify potential fraud accounts and take appropriate action to prevent loss. Provide support and assist in balancing the ATM machine in a secure, timely, and accurate manner according to established procedures. Follow all established procedures to ensure compliance with federal regulations. Maintain basic understanding and knowledge of products and services and refer clients to the appropriate individuals. Actively promote banking products and services to the community. Answer client questions, address client concerns, and provide resolutions to inquiries. May quote client deposit rates. Collaborate with other team members to ensure a positive banking experience for all clients. Comply with all company or regulatory policies, procedures and requirements that are applicable to this position. Assist with client outreach and demonstrate support for company culture. Foster and preserve a culture of diversity, equity, and inclusion. Additional duties and responsibilities may be required to support the company's mission and vision. QUALIFICATIONS: High school diploma or equivalent required. Previous banking, client service, or related field with cash handling experience. Excellent client service skills. Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment. Strong interpersonal and written communication capabilities. Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail. WORKING CONDITIONS: Duties are performed in a professional office environment. Requires travel to other bank locations. Availability to work on Saturdays. Overtime may be required. Extended periods of standing and ability to lift fifty pounds. At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger. QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status. It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.

Job Description EXPERIENCE OUR CULTURE! JOIN OUR TEAM! Voted Best Place to Work for the 8th year in a row! Trust Point Inc. of La Crosse, WI. is looking for an intern to gain hands on experience within their Financial Planning Team. We are currently seeking candidates for an 12-to-24-month internship to begin in January 2026. This internship will provide candidates with the opportunity to work approximately 15 hours per week during the school year and allow for additional hours during the summer months. ABOUT TRUST POINT INC. For more than 100 years, Trust Point has provided a wide array of trusted financial services to individuals, families, businesses and charitable organizations. It is our goal to provide outstanding client service to help our clients achieve their financial goals. Our success is a direct result of the caliber of the team we recruit. We value each of our staff members and their input. We are supportive, not only to our clients but to each other. Our CEO embodies our supportive culture and has an open-door policy. We love to show our appreciation and provide fun and unique perks throughout the year. A DAY IN THE LIFE OF A FINANCIAL PLANNING INTERN As an intern on our Financial Planning Team you will have the opportunity to work alongside our highly credentialed Financial Planners, Relationship Managers, and Wealth Management Support Team by assisting in administrative duties as well as taking on special projects for the team. Your assistance in creating a financial plan, researching solutions, and preparing reports will provide you with a well-rounded Wealth Management experience. In addition, you will utilize your organizational skills, attention to detail and interest in numbers to assist in various projects within the department. QUALIFICATIONS FOR A FINANCIAL PLANNING INTERN Currently pursuing a bachelor's degree in financial planning, business, accounting, other related program. Excellent organization and communication skills Detail oriented with a high sensitivity to accuracy Must be comfortable assisting people and customer service orientated Trust Point is proud to be an equal opportunity workplace. We cultivate a culture of inclusion for all employees that respects their individual strengths, views, and experiences. We believe that our differences enable us to be a better team - one that makes better decisions, drives innovation, and delivers better business results. Job Posted by ApplicantPro

Full-time Description TITLE: Community Banker DEPARTMENT: Retail Banking The Community Banker is responsible for providing excellent service to our clients while processing various banking transactions, including but not limited to deposits, withdrawals, transfers, and loan payments. The position will also answer client inquiries, resolve issues, and promote the bank's products and services that best meet the client's needs. ESSENTIAL FUNCTIONS: Process client transactions in a professional and efficient manner while following established policies and procedures. Accept payments for various financial transactions and ensure associated tasks are promptly and accurately processed. Complete additional transactions including, but not limited to, issuing cashier's checks, certified checks, EE bond and money orders; processing stop payment orders and change orders; processing and issuing receipts on items left for collection, night drop and mail deposits. Balance cash drawer according to established procedures and standards, paying special attention to reporting and collection of teller cash differences and operating losses. Maintain the highest level of security by ensuring that security procedures are followed, and transactions are properly documented and recorded; complete IRS forms for large currency transaction reporting by following established procedures and ensuring compliance with federal regulation. Uphold the confidentiality, integrity, and safekeeping of all sensitive client information, currency, coin, and other negotiable instruments. Balance cash vault according to established procedures. Process requests for foreign currency transactions. Identify potential fraud accounts and take appropriate action to prevent loss. Provide support and assist in balancing the ATM machine in a secure, timely, and accurate manner according to established procedures. Follow all established procedures to ensure compliance with federal regulations. Maintain basic understanding and knowledge of products and services and refer clients to the appropriate individuals. Actively promote banking products and services to the community. Answer client questions, address client concerns, and provide resolutions to inquiries. May quote client deposit rates. Collaborate with other team members to ensure a positive banking experience for all clients. Comply with all company or regulatory policies, procedures and requirements that are applicable to this position. Assist with client outreach and demonstrate support for company culture. Foster and preserve a culture of diversity, equity, and inclusion. Additional duties and responsibilities may be required to support the company's mission and vision. QUALIFICATIONS: High school diploma or equivalent required. Previous banking, client service, or related field with cash handling experience. Excellent client service skills. Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment. Strong interpersonal and written communication capabilities. Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail. WORKING CONDITIONS: Duties are performed in a professional office environment. Requires travel to other bank locations. Availability to work on Saturdays. Overtime may be required. Extended periods of standing and ability to lift fifty pounds. SALARY & BENENFITS: The minimum starting hourly wage for this position is $17.00 per hour. The actual wage will be based on qualifications and business needs and may vary, as permitted by applicable state law. This position is a regular full-time position and individuals employed as regular full-time are eligible for the following benefits subject to the terms, limitations and conditions of each benefit plan: Health, Dental, Vision, Life Insurance, Disability Insurance, FSA, HSA, 401K, Employee Stock Purchase Plan, Paid Time Off, Paid Holidays and additional Voluntary Supplemental Insurance. At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger. QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status. It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.

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 are seeking a highly motivated MBA Finance Intern to support a strategic supply chain optimization project. The intern will analyze freight expenses, inventory constraints, and customer impact to develop a refreshable Business Intelligence (BI) model that optimizes shipping distance and warehouse utilization. This role will provide hands-on experience in financial modeling, data analytics, and strategic decision-making within a dynamic corporate environment. Key Responsibilities Develop a BI model with automated data sources to evaluate shipping cost optimization, considering factors such as freight expenses, customer order consolidation, and warehouse capacity. Conduct financial analysis to assess the trade-offs between freight savings and additional costs related to inventory, space, and handling. Work cross-functionally with Supply Chain, Finance, and Operations teams to align cost-saving strategies with business goals. Identify customer-specific actions needed to transition orders to the most cost-effective warehouse while considering constraints like product specifications, customer approvals, and site production capacity. Analyze the impact of warehouse optimization on customer experience, order patterns, and lead times to recommend a balanced approach. Present findings and strategic recommendations to senior leadership for implementation. Preferred Qualifications Currently pursuing an MBA with a focus on Finance Strong proficiency in financial modeling, data analysis, and business intelligence tools (Power BI, Tableau, or similar). Experience with SQL, Excel, or Python for data extraction and analysis is a plus. Excellent problem-solving skills with the ability to quantify trade-offs and propose data-driven solutions. Strong communication and presentation skills to effectively convey insights to stakeholders. Ability to work independently and collaboratively in a fast-paced environment. Hoffmaster's internship program is designed to provide students practical, hands-on experience in a professional environment, bridging the gap between the knowledge gained in school and it's real-world application in actual work settings. The benefits of our Internship Program include: Skill Development and Learning Experience- Interns are given meaningful projects that add value to the organization, allow them to use their skills in a real-world environment, and develop valuable soft skills. Career Exploration- Explore different jobs and industries to make informed career path decisions. Networking Opportunities- Build professional networks by interacting with colleagues, managers and other professionals in their field. Resume Enhancement- Demonstrate to future employers practical skills and exposure to real-world challenges. Talent Pipeline- Allows Hoffmaster to target up and coming talent. Many of our past interns have been offered full time roles upon graduation or have stayed on part time through the school year. Fresh Perspectives- Interns are encourages to bring their fresh ideas, innovative thinking and perspectives to the organization. Knowledge Transfer- Interns have the chance to learn from experienced professionals and gain industry-specific insights. School Credit- Because Hoffmaster focuses on providing meaningful projects to interns, our internships will satisfy most schools internship requirements. Full time employment- Internships and projects are designed to last 10 weeks over the summer. Hours will be Monday - Friday 8 am - 4:30 pm #LI-JP1

Company Details Rated Best Places to Work 2024 by Business Insurance, Continental Western Group is a regional property casualty insurance company offering commercial products and services through independent agents in the Midwest. CWG provides unique value through the service provided by our experienced group of employees and independent agents. Since 1886 - Strong, Local and Trusted. As a Berkley company, we enjoy operational flexibility that allows us to deliver quality coverage solutions. W. R. Berkley Corporation, and all member insurance companies, are rated A+ (Superior) by A.M. Best Company, and carry Standard & Poor's Financial Rating of A+ (Strong). This role will be based in our Urbandale, IA office 4 days a week on site and one day remote. #LI-hybrid, #LI-LD1 The Company is an equal employment opportunity employer. Responsibilities As an Finance Intern with Continental Western Group (CWG), you will be immersed in a variety of insurance business fields, test your skills, enhance your business knowledge, network and be offered assignments/projects in specific areas of study. The program was developed to provide you with a valuable, rewarding experience and help connect the knowledge from academics with the reality of today's insurance careers. What you can expect The CWG internship and development program seeks high potential students that demonstrate creativity, curiosity, innovativeness, entrepreneurial spirit and appropriate risk taking. The program provides access to the company's senior leaders while also introducing a broad overview of insurance operations in claims, marketing, underwriting, analytics and the independent agency system. Learn the Fundamentals The first phase of the CWG internship includes an introduction to CWG and the W. R. Berkley Corporation including the historical path of our 100-year-old company. General training about CWG's product, distribution channel and company-specific business processes will lay the groundwork for an intern's comprehensive learning experience. Technical training necessary to perform analysis and complete program projects will follow the general training. Sessions focused on developing innovation, creativity, risk taking, and entrepreneurial drive will be held regularly for all program interns. Make an Impact Each intern may be assigned to a business area within CWG such as Claims, Underwriting, Actuarial, Marketing or Finance. After completing the general rotational training, interns will manage project responsibilities specific to the Finance department. Create Connection The CWG internship program will include social activities aimed at building strong networking relationships with fellow interns and CWG staff. Activities may include CWG key management sessions, team building, and volunteer/community service opportunities. At CWG, we're dedicated to making your time with us unique and rewarding! Competitive pay, exposure to the complete business operation, meaningful responsibility, fun activities, and full-time employment opportunities! Qualifications What you need to have: Must be a registered undergraduate junior or senior student pursuing a major in finance/accounting, business, math, risk management, actuarial science, or related studies. Participation in extracurricular and leadership activities. Commitment to the duration of the 10-12 week internship program. Unrestricted authorization to work in the United States. Must be available to work onsite at the Urbandale, IA Campus We will be reviewing applications after the holiday season. Please note, internships are planned for employment start dates in Summer 2026. Additional Company Details We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Sponsorship Details Sponsorship not Offered for this Role

At Houston Methodist, the Financial Analyst position is responsible for maintaining and analyzing data related to the financial performance of the assigned entity, hospital(s), and/or contractual relationship. The Analyst is also responsible for compiling and reporting information as requested by Financial Accounting, Internal Audit, Revenue Cycle, their department, and entity management. Responsible for the routine analysis of data, and monthly reporting. The Financial Analyst highlights performance issues, identifies problems and researches solutions. Reports statistical information in graphical and other presentation formats. Other responsibilities may include the assistance with annual operating budgets and maintenance of monthly dashboards of key indicators and external benchmarks. FLSA STATUS Exempt QUALIFICATIONS EDUCATION * Bachelor's degree in finance, accounting, healthcare administration, business administration or related field EXPERIENCE * One year experience of financial, budget or cost accounting preferred LICENSES AND CERTIFICATIONS Required * SKILLS AND ABILITIES * Demonstrates the skills and competencies necessary to safely perform the assigned job, determined through on-going skills, competency assessments, and performance evaluations. * Sufficient proficiency in speaking, reading, and writing the English language necessary to perform the essential functions of this job, especially with regard to activities impacting patient or employee safety or security. * Ability to effectively communicate with patients, physicians, family members and co-workers in a manner consistent with a customer service focus and application of positive language principles. * Analytical thinking and creative problem solving and ability to define a variety of approraches to business problems * Understanding of business process analysis, system requirements, data modeling and functional design * Project Management skills ESSENTIAL FUNCTIONS PEOPLE ESSENTIAL FUNCTIONS * Interacts with all levels within the department, other institutional departments, and across the organization as well as outside companies to resolve problems/errors or questions regarding basic accounting reconciliation items or financial performance. * Effectively and proactively communicates with all stakeholders to resolve issues and discrepancies in a timely manner and ensures their accurate understanding of the analytics. SERVICE ESSENTIAL FUNCTIONS * Extracts actual and budget financial accounting General Ledger (G/L) data or financial data from appropriate sources to report and reconcile with appropriate leadership. Generates accurate and timely reports. * upports department management with preparation of the annual operating and capital budget. Submits invoices and follows-up with industry partners as needed. In addition, prepares necessary journal entries for coordinator effort and Principal Investigator (PI) oversight as assigned. QUALITY/SAFETY ESSENTIAL FUNCTIONS * Reviews revenue projections, budget revisions, etc., for physician practice, academic department or assigned hospital entity and department(s). * Monitors and reports key system operational indicators and alerts leadership potential performance issues. * Follows all internal audit requirements for appropriate system applications. * Utilizes/enhances tools to improve the accuracy of financial analytics and enhance revenue opportunities. FINANCE ESSENTIAL FUNCTIONS * Performs one or more of the following: • Supports the development of auditing, reporting and contract modeling tools as needed for identification and analysis of rate and/or fee schedule auditing, financial performance and contract performance as well as modeling and analysis of potential opportunities. • Maintains monthly dashboard of key indicators and external benchmarks as defined by management. Prepares and maintains revenue models. Compiles information needed for organization profit and loss statement as required. • Reviews contracts/calculates provider productivity bonuses/compensation models as appropriate. • Assists in preparation of gift, grant and contract budget proposals as needed. Assists in the oversight of department's financial files for all grants, contracts, and donor funding and verifies that all faculty, staff and research personnel are charged to the appropriate funding source via submission of a salary reallocation form as appropriate. * Utilizes resources effectively and efficiently, demonstrating financial stewardship. Manages own time effectively and prioritizes work to achieve maximum results in a timely manner. GROWTH/INNOVATION ESSENTIAL FUNCTIONS * Maintains procedures and Standards of Practice (SOP's) for reconciliation process. * Maintains working knowledge of cost accounting system, clinical trials management systems or others and their relationship to other financial and non-financial systems. Maintains working knowledge of hospital and physician compensation methodologies and affecting government regulations, as applicable. * Proactively manages own career development. Completes My Development Plan (MDP). SUPPLEMENTAL REQUIREMENTS WORK ATTIRE * Uniform: No * Scrubs: No * Business professional: Yes * Other (department approved): No ON-CALLNote that employees may be required to be on-call during emergencies (ie. Disaster, Severe Weather Events, etc) regardless of selection below. * On Call* No TRAVELTravel specifications may vary by department * May require travel within the Houston Metropolitan area No * May require travel outside Houston Metropolitan area No Company Profile: Houston Methodist Specialty Physician Group is an integral part of Houston Methodist's overall strategy to become one of the nation's leading academic medical centers. Established as a nonprofit corporation certified by the Texas State Board of Medical Examiners, the Specialty Physician Group enables physicians to maintain autonomy with respect to clinical practice while growing their practice within an academic environment. APPLY Join Our Talent Network Featured Jobs * Radiologic Technologist I Location: Houston Methodist Willowbrook Hospital, Houston, TX FLSA STATUS Non-exempt QUALIFICATIONS EDUCATION Graduate of education program approved by the credentialing body for the required credential(s) indicated below in the Certifications, Licenses and Registrations section EXPERIENCE None LICENSES AND CERTIFICATIONS Required ARRT-R - Radiologic Technologist - Radiographer (ARRT) - American Registry of Radiologic Technologist_PSV and CMRT - Certified … * Lead Endovascular Radiologic Technologist Location: Houston Methodist Willowbrook Hospital, Houston, TX FLSA STATUS Non-exempt QUALIFICATIONS EDUCATION Graduate of education program approved by the credentialing body for the required credential(s) indicated below Bachelor's degree in relevant field preferred EXPERIENCE At least 4 years experience as an Endovascular Rad Tech Prior experience in a lead role, or HM experience and performance that demonstrates … * Registered Nurse (RN) II Outpatient Services Location: Houston Methodist Willowbrook Hospital, Houston, TX FLSA STATUS Non-exempt QUALIFICATIONS EDUCATION Graduate of education program approved by the credentialing body for the required credential(s) indicated below in the Certifications, Licenses and Registrations section EXPERIENCE Twelve months registered nurse experience in a healthcare environment LICENSES AND CERTIFICATIONS Required RN - Registered Nurse - Texas State Licensure - … Check out The Daily Dose News from the Houston Methodist Community Houston Methodist Ranked No. 9 on Glassdoor's 2026 Best Places to Work list Houston Methodist has earned a top spot on Glassdoor's 2026 Best Places to Work list, ranking No. 9 out of 100 of the Top 100 U.S. Employers and No. 1 in the health care industry. This national recognition is particularly meaningful because it is based entirely on feedback shared by … Houston Methodist Named to Forbes Top Hospitals 2026 Forbes has released its inaugural Top Hospitals 2026 list, recognizing the nation's leading acute-care hospitals based on quality, safety and patient experience. We are proud to share that six Houston Methodist hospitals earned a spot among the best: • Houston Methodist Baytown Hospital • Houston Methodist Clear Lake Hospital • … Houston Methodist Hospitals Recognized in Vizient's 2025 Quality Leadership Rankings We are honored to share that all seven of our eligible hospitals have been named top performers in the 2025 Bernard A. Birnbaum, MD, Quality Leadership Rankings by Vizient Inc., a trusted national benchmark for hospital performance. This year, five of our hospitals ranked in the top five of their … VISIT THE DAILY DOSE HOMEPAGE FOR MORE ARTICLES >>

Voted “Best Workplace in Madison” Do you enjoy helping people and solving problems over the phone? This role combines customer service, account resolution, and process coordination in a supportive, hybrid environment. If you're detail-oriented, tech-savvy, and thrive on clear communication, this could be the perfect fit. Why You'll Love It Consistently recognized as a Top Workplace in Madison Hybrid schedule, relaxed environment, and genuine work-life balance No micromanagement-you'll be trusted to own your work Tight-knit, collaborative team that values member service “Good people, high-quality product, work-life balance, learning environment, development offered.” “Company is built for long-term success with great career growth opportunities.” What You'll Do Serve as a primary point of contact for members regarding past-due accounts Provide exceptional customer service via phone and email Explain account status, payment options, and next steps in a clear, professional manner Document all conversations and outcomes accurately in multiple systems Coordinate with outside partners for account documentation (no legal advice required) A Day in the Life You'll spend much of your day on the phone and in your CRM: answering member questions, setting up or confirming payment arrangements, and documenting outcomes. You'll also prepare and route supporting documents when accounts require follow-up-keeping members informed and the process moving. What You Bring Strong phone presence and outstanding customer service skills 1+ years in accounts receivable, financial services, or administrative roles Clear written and verbal communication; calm under pressure Detail-oriented and tech-savvy; comfortable navigating multiple systems Basic Excel knowledge is a plus (no advanced functions required) Don't meet every single requirement? We get it. At CFS, we value diverse backgrounds and transferable skills. If you're excited about the role, we encourage you to apply-you may be the right fit for this or other opportunities. #INJAN2026