Finance Manager
Finance associate job in Charlotte, NC
Pinarello US is seeking a Finance Manager to lead budgeting, cash flow management, financial analysis, reporting, audits and tax compliance. This role ensures accurate financial operations, adherence to regulatory standards, and delivers insights that support strategic decision-making.
The Financial Manager reports to the US Managing Director with a dotted line to the CFO in Italy. Will oversee two employees in Finance/Accounting department.
Key Responsibilities
Primary liaison with headquarter Finance team sitting in Italy
Develop and manage annual budgets; monitor performance and partner with departments on variance analysis
Prepare cash flow forecasts and monitor cash position
Produce financial reports for internal leadership and external stakeholders
Assist in month-end and year-end financial statement preparation
Support product costing, pricing strategies, and margin analysis
Reconcile fixed assets, depreciation, and amortization
Reconcile prepaid expenses and accrued liabilities (e.g., insurance, warranties, sponsorships)
Coordinate with external CPA to ensure timely and accurate tax filings and payments
Oversee annual financial audits
Oversight of insurance policies through the global group
Provide backup support for credit, accounts receivable, accounts payable, and payroll functions
Requirements
Bachelor's degree in Accounting or Finance
5+ years of accounting experience
Experience in wholesale import within the consumer goods sector preferred
Proficiency in Microsoft Power BI and Excel
Experience in ERP systems required and SQL knowledge preferred
Interest or familiarity with cycling is a plus
Benefits
100% employer-paid health, vision, and dental coverage
401(k) match
Flexible paid time off and paid holidays
Use of Pinarello bike during employment
The compensation range for this position is between $85,000 - $115,000.
Financial Analyst
Finance associate job in Charlotte, NC
Travel: Occasional travel to powerplants in NC & SC
Work Schedule: Monday-Friday | Start between 7-9 AM | End between 4-6 PM
The Financial Analyst will:
Lead financial analysis, budgeting, forecasting, and variance reporting
Support month-end close, including journal entries and accruals
Develop and maintain consolidated financials across jurisdictions
Assist with regulatory filings including FERC reports and rate case support
Partner with project and system owners to enhance reporting tools
Ensure adherence to GAAP and internal accounting policies
Provide proactive recommendations to leadership based on financial trends
This position requires strong analytical skills, financial reporting expertise, and the ability to collaborate across multiple business units.
Key Responsibilities:
Financial Analysis & Reporting
Deliver accurate financial analysis and management reporting
Consolidate actuals, budgets, and forecasts with clear variance explanations
Identify and correct data issues to ensure financial accuracy
Support month-end close and prepare journal entries and accruals
Assist with governmental filings (FERC, insurance claims, rate case materials)
Support internal and external audit activities
Update and support SOX documentation and testing
Budgeting & Business Planning
Manage planning calendars, budget guidance, and assumptions
Validate uploaded budgets against target amounts
Support strategic plans and related presentations
Coordinate annual budgeting through Hyperion Planning or OneStream
Partner with leadership to refine business plan content
Leadership & Collaboration
Build strong working relationships with Finance and RRE business partners
Provide guidance on complex accounting issues
Identify cost savings opportunities through independent analysis
Support initiatives that enhance financial accountability
Participate in cross-functional projects and best-practice teams
Other Responsibilities
Lead or assist with special projects as needed
Identify and implement process improvement opportunities
Support ad hoc reporting and analysis requests
Work overtime as required during close and planning cycles
Required Qualifications:
Financial Analyst II
Bachelor's in Accounting, Finance, Economics, or related field
2+ years of increasingly complex experience
Experience with financial systems such as PeopleSoft, HFM, PowerPlan, WebI
Proficiency in Excel, Word, and PowerPoint
Senior Financial Analyst
Bachelor's in Accounting, Finance, Economics, or related field
3+ years of increasingly complex experience
Experience with financial systems such as PeopleSoft, HFM, PowerPlan, WebI
Strong Microsoft Office skills
Desired Qualifications:
CPA, CIS, CFA, or CMA (or progress toward certification)
Master's degree in Accounting, Finance, or MBA
Experience working with executive leadership
Utility industry experience
Strong written and verbal communication skills
Ability to work independently and proactively
Experience with Analysis Services
Advanced Excel skills and proficiency with Power BI, PowerPivot, Power Query
Demonstrated ability to interpret financial trends and present insights
Analyst - Corporate Finance
Finance associate job in Charlotte, NC
Job Description
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Position Overview:
We are seeking a highly motivated and detail-oriented Analyst to join our Corporate Finance team at StepStone Private Wealth (SPW) in Charlotte, NC. This role will support key financial processes and deliverables, including month-end close, budgeting, forecasting, and executive reporting. The ideal candidate will bring strong analytical skills, a solid foundation in accounting or finance, and a proactive mindset toward automation and process improvement.
Essential Job Functions:
Support the monthly close process, including preparing financial statements & analysis for management
Assist with budgeting and forecasting cycles, including data consolidation and reporting within the financial planning & analysis model
Create internal and external-facing presentations to convey financial insights effectively
Perform cash flow analysis, monthly budget reviews and variance analysis
Track expenses and process invoices, ensuring accuracy and timely approvals
Collaborate with cross-functional teams to gather inputs and validate financial data for reporting
Identify opportunities for automation and implement technology-driven solutions to improve efficiency
Maintain and enhance financial models and reporting tools
Work directly with leadership to support ad hoc analysis and special projects as needed
Education and/or Work Experience Requirements:
Bachelor's degree in Accounting, Finance, or a related field
2-4 years of relevant experience; Big 4 public accounting experience is a plus
Strong understanding of financial statements and accounting principles
High proficiency in Microsoft Office, specifically Excel and PowerPoint
Exposure to automation tools (e.g., Alteryx, Power BI, Tableau, SQL) is a plus
Excellent communication and organizational skills
Team player and strong work ethic with ability to manage multiple priorities in a fast-paced environment
Required Knowledge, Skills, and Abilities:
Curious and solutions-oriented mindset
Strong attention to detail and commitment to accuracy
Excellent written/verbal communication and interpersonal skills
#LI-Hybrid
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Developing People at StepStone
Accounting & Finance Rotational Analyst
Finance associate job in Charlotte, NC
Building the people that build the world.
With platforms in HVAC and Detection and Measurement, SPX Technologies builds innovative solutions that enable a safer, more efficient, sustainable world. Through our RiSE talent development framework, we Reach, Identify, Strengthen, and Engage our employees to support them in their continued development. We're a global company of problem solvers, collaborators, and innovators, and our businesses build solutions that impact the world.
How you will make an Impact (Job Summary)
SPX is a diverse team of unique individuals who all make an impact. As an Accounting and Finance Rotational Analyst, you will have the opportunity to gain real-world experience, contribute to meaningful projects, and develop valuable skills through a two-year rotational program. The Accounting and Finance Rotational program consists of three different rotations in a different sub-field and business, lasting around 7-10 months each. The first rotation will be located at the corporate headquarters in Charlotte, NC, and the following rotations will be located in one of multiple locations across the U.S.
As a Rotational Analyst, you may work in a wide range of accounting and financial areas, which may include: SEC reporting, financial planning and analysis, internal audit, corporate accounting, corporate development, acquisitions and integrations, tax, investor relations, accounting/controllership, and project/cost accounting.
What you can expect in this role (Job Responsibilities)
While each day brings new opportunities at SPX, your core responsibilities will be:
Financial Reporting and Accounting:
Detail requirements for the preparation and analysis of consolidated financial statements, footnotes, reports, and budgets
Reconciling financial data to ensure accuracy and completeness
Document and organize financial records
Assist in financial audits and compliance activities
Research and understand quarterly and annual SEC reporting requirements and their impact on our businesses
Review global capital structures and liquidity, including credit agreements, cash management and foreign currency and other derivative risk management
Aggregate and calculate financial models for the following: Earnings per share (EPS), Cash Flow, Capital Structure, Cost Analysis, Mergers & Acquisitions
Conduct thorough analysis of financial data to support decision making
Assist in analysis of manufacturing costs, including direct materials, labor, and overhead as needed
Communication:
Develop an understanding of each SPX business unit and the SPX operating structures
Collaborate with other departments to gather relevant financial data and ensure accurate and timely reports
Support business by researching and providing financial insights and analysis
Continuous Improvement:
Use process mapping and other techniques to document process flows and identify areas for process improvement
Stay updated on industry trends and regulatory changes related to accounting and finance
Participate in other projects as assigned that relate to the overall goals of the department and organization
What we are looking for (Experience, Knowledge, Skills, Abilities, Education)
We each bring something to the table, and we are looking for someone who has:
Required Experience
0 - 3 years of Accounting or Finance experience
Application of Generally Accepted Accounting Principles (GAAP)
Understanding of the general requirements of the Sarbanes-Oxley Act of 2002 (“SOX”)
Preferred Experience, Knowledge, Skills, and Abilities
Strong academic record (college GPA of 3.0 or higher is strongly preferred) with a genuine interest in a career in accounting or finance
General business acumen
Solid understanding of financial principles, concepts, and reporting standards
Ability to multi-task and meet strict deadlines through appropriate planning and time management (e.g., use of checklists and frequent communication with team members and the program sponsor
Excellent analytical, organizational, and problem-solving skills with keen attention to detail
Professional communication and presentation skills for different levels of an organization
Proficiency in Microsoft Office, including Excel
Adaptability and flexibility with the willingness to learn different roles in accounting/finance
Education & Certifications
Bachelor's degree in accounting or finance
Travel & Working Environment
Hybrid work schedule
Office environment
Travel 75% and the ability to temporarily relocate based on rotation location
How we live our culture
Our culture is at the center of what we do and, more importantly, who we are. Our core values set a standard for how we manage ourselves, and our Leadership Model sets the standard for how we engage with each other. Whether you are an individual contributor or you lead a large team, each of us leads at SPX.
What benefits do we offer?
We know that the well-being of our employees is integral. Our benefits include:
Generous and flexible paid time off including paid personal time off, caregiver, parental, and volunteer leave
Competitive health insurance plans and 401(k) match, with benefits starting day one
Competitive and performance-based compensation packages and bonus plans
Educational assistance, leadership development programs, and recognition programs
Our commitment to embrace diversity to build a culture of inclusion at SPX
We value different backgrounds, experiences, and voices at SPX, and we are committed to challenging ourselves, openly communicating, and striving to improve every day. We believe in creating an inclusive work environment where everyone has a voice and is encouraged to realize their fullest potential.
SPX is an affirmative action and equal opportunity employer committed to making selection decisions without regard to race, color, religion, sex, sexual orientation or identity, national origin, age, disability, veteran status, or any other legally protected basis.
Holistic Financial Representative
Finance associate job in Charlotte, NC
Do you have an entrepreneurial spirit?
At Stone Press Financial Group, we do work that matters in a culture where people matter. Be part of a growing company where you drive your career and have an impact every day. We believe that growth isn't just about numbers, it's about keeping promises to our clients and each other.
We empower you to be independent, without having to go it alone. From robust, institutional-level resources to the support of experienced and driven advisors, we give you the tools to achieve your next level of professional success. At Stone Press Financial Group, you become part of a select group of advisors who value a disciplined environment and hold themselves to the highest standards of excellence.
We are seeking entrepreneurial candidates who are motivated in their ability to make an impact in people's lives and help their clients do the planning needed to achieve their long-term financial goals. Our team will guide an individual's drive into a thriving and purposeful financial advisory practice. You will be in business for yourself, but not by yourself.
We are looking for someone who has:
The mindset of a capitalist and the heart of an altruist,
High energy level and strong work ethic,
Strong sense of mission and passion,
High self-confidence and an optimistic approach,
Integrity and trustworthiness,
Resilience and humility, and
Total commitment in everything you do,
Starting a new practice is a challenge, but it is important to get started with a successful financial services firm that offers the platform to perform meaningful work in your community, to enjoy what you do every day, and to be compensated based on your efforts.
Qualifications
Bachelor's Degree a must, sales experience and/or financial internships a plus.
An entrepreneurial mindset: You are motivated by the opportunity to help prospective clients while focusing on personal growth.
You are personable and caring, with a natural ability to connect and communicate with others.
Enthusiastic, high energy, and positive attitude.
Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously.
Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team.
Must have excellent communication and interpersonal skills.
Quick learner who is comfortable in a fast-paced, dynamic environment.
What we offer:
Flexible Work Environment
Comprehensive Training Provided
Mentorship Opportunities from Financial Professionals
Performance-Based Incentive Trips
Tuition Reimbursement
Basic Subsidy Allowance (requires qualification)
Advisor Financing Plan (requires qualification)
Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 1515 Mockingbird Lane, Suite 800, Charlotte, NC 28209, **************. Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC138878(0124)
Auto-ApplyFinance Intern
Finance associate job in Charlotte, NC
This part-time, year-long position is designed to provide hands-on experience to an individual with an interest in learning the skills and experience necessary to provide operational support in a non-profit setting. In addition to the specific responsibilities listed below, this role will perform duties and provide leadership to meet established organizational mission, vision, and values (DNA).
Key Responsibilities
Develop an understanding of the operations of a large non-profit organization
Execute donor communication strategy
Oversee volunteers for processing of weekend offerings
Assisting in the execution of Forest Hill s child protection program
Assist in managing employee expense platform
Prepare for and participate in monthly Round Table meetings to gain knowledge on rotational specific ministry focuses.
Provide care for volunteers.
Regularly attend monthly staff meeting.
Attend weekly department ministry meetings, as requested.
Ensure internship activities utilize the highest and best use of people, time, resources, and money to achieve Forest Hill s mission.
Qualifications:
Education: High School diploma or equivalent. In pursuit of post-secondary education preferred
Experience: N/A
Skills: Familiarity with Microsoft excel, strong written communication, relational
Personal Qualities: Lives a Christ-centered life with authenticity and integrity, both publicly and privately, serving as a model of faith and character. Compassionate, empathetic, and respectful. Capable of handling sensitive situations with discretion and professionalism. Demonstrate passion for serving the local church and engaging all generations through Bible principles and essentials
Private Client Banker - Trade and Tryon - Charlotte, NC
Finance associate job in Charlotte, NC
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyFinance Intern - Summer 2026
Finance associate job in Belmont, NC
WILBERT INC
As a part of the global industrial organization Marmon Holdings-which is backed by Berkshire Hathaway-you'll be doing things that matter, leading at every level, and winning a better way. We're committed to making a positive impact on the world, providing you with diverse learning and working opportunities, and fostering a culture where everyone's empowered to be their best.
Marmon Holdings, Inc., a Berkshire Hathaway company, is significantly investing in attracting, retaining, and developing the deep and diverse talent pool needed to support our more than 100 operating companies across the globe.
Wilbert, Inc. / Charlotte, NC
Summary of Responsibilities:
The Finance Intern will work with the Finance team on a variety of specific projects and areas as noted below. This position will report directly to the Business Controller but will have exposure to the wider business teams. Interns will complete a capstone type project over the summer culminating in a presentation to business leadership.
Key Projects:
• Attend monthly meetings with Group and Business Unit leadership regarding financial results and general business updates
• Participate in annual fixed asset and inventory physicals
• Support acquisition integration and due diligence remediation
• Ad-Hoc financial analysis
• Special projects at the direction of supervisor
• Participate in monthly reporting process including but not limited to booking of monthly journal entries, financial statement review and reconciliations
Required Education and Experience:
• Pursuing an undergraduate (or Graduate) degree in any Business, Finance or Accounting or related field
• Rising junior or senior
• Strong interest in applying analytical knowledge to practical problems
• Ability to comply with deadlines
• Problem solving and critical thinking skills
• Excellent organizational skills
• Interest in technology and process improvement
• Proficient in Microsoft Excel and PowerPoint
• No previous experience required
Certain peak periods may provide opportunity for overtime. This is a paid position. The internship will run for 12 weeks from May to August. Exact dates flexible based on school schedules.
We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying.
Following receipt of a conditional offer of employment, candidates will be required to complete additional job-related screening processes as permitted or required by applicable law.
We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying.
Auto-ApplyFinance Intern - Summer 2026
Finance associate job in Belmont, NC
WILBERT INC As a part of the global industrial organization Marmon Holdings-which is backed by Berkshire Hathaway-you'll be doing things that matter, leading at every level, and winning a better way. We're committed to making a positive impact on the world, providing you with diverse learning and working opportunities, and fostering a culture where everyone's empowered to be their best.
Marmon Holdings, Inc., a Berkshire Hathaway company, is significantly investing in attracting, retaining, and developing the deep and diverse talent pool needed to support our more than 100 operating companies across the globe.
Wilbert, Inc. / Charlotte, NC
Summary of Responsibilities:
The Finance Intern will work with the Finance team on a variety of specific projects and areas as noted below. This position will report directly to the Business Controller but will have exposure to the wider business teams. Interns will complete a capstone type project over the summer culminating in a presentation to business leadership.
Key Projects:
* Attend monthly meetings with Group and Business Unit leadership regarding financial results and general business updates
* Participate in annual fixed asset and inventory physicals
* Support acquisition integration and due diligence remediation
* Ad-Hoc financial analysis
* Special projects at the direction of supervisor
* Participate in monthly reporting process including but not limited to booking of monthly journal entries, financial statement review and reconciliations
Required Education and Experience:
* Pursuing an undergraduate (or Graduate) degree in any Business, Finance or Accounting or related field
* Rising junior or senior
* Strong interest in applying analytical knowledge to practical problems
* Ability to comply with deadlines
* Problem solving and critical thinking skills
* Excellent organizational skills
* Interest in technology and process improvement
* Proficient in Microsoft Excel and PowerPoint
* No previous experience required
Certain peak periods may provide opportunity for overtime. This is a paid position. The internship will run for 12 weeks from May to August. Exact dates flexible based on school schedules.
We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying.
Following receipt of a conditional offer of employment, candidates will be required to complete additional job-related screening processes as permitted or required by applicable law.
We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying.
Auto-Apply2026 Summer Intern - Financial Planning & Analysis
Finance associate job in Charlotte, NC
At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
Internship Description
The internship involves coordination and preparation of consolidated management reporting for Enterprise Management and Finance Leadership, exposure to management with opportunities to deliver presentations to the CFO and Finance leadership, assisting in financial modeling and analysis of variances, performing strategic analysis on the competitive environment, conducting in-depth research, collaborating on process optimization, supporting automation implementation, and contributing to various ad hoc requests.
* Coordination and preparation of consolidated management reporting for Enterprise Management and Finance Leadership
* Exposure to management with opportunity to deliver clear, cohesive, compelling presentations to the CFO and Finance leadership
* Assist in financial modelling, and analysis of variances between actuals and projections. Build analytics and reports to enhance understanding of business drivers and improve forecasting
* Perform strategic analysis on competitive environment and help establish benchmark of peers
* Conduct in-depth research to inform key strategic initiatives
* Collaborate with various functional areas on process optimization opportunities
* Support the team in the implementation of automation
* Active contributor in various ad hoc requests
* Assist in promotion of team engagement
Internship Details
* Dates: Nine week program starting in early June 2026
* Location: New York, NY or Charlotte, NC
* Work Environment: Hybrid / Flexible (required to be in office 3 days/week)
* Hourly Rate: $22/hour
* Rising senior preferred (class of 2027)
* Comfortable with and experience in financial/quantitative data analysis
* Ability to synthesize data to formulate clear and concise executive messages to internal audiences from complex topics
* Ability to deliver results in a fast-paced environment, manage multiple projects, solve problems and think strategically/critically
* Pro-active, good comfort level with working in an often-ambiguous environment, ability to quickly pivot from one to another
* Interpersonal skills and high level of comfort/ease to interact with all levels of the organization
* Organized with attention to detail
* Uncompromising integrity and ability to maintain strict confidentiality
Competencies and Skills
* Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high level of precision.
* Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, project, groups or activities, making effective judgments as to prioritizing and time allocation.
* Adapts and learns: Actively learns and adapts through experimentation when tackling new problems and situations, using both successes and failures to develop and learn.
ABOUT EQUITABLE
At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
* Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at ************** or email us at *******************************.
2026 Summer Intern - Financial Planning & Analysis
Finance associate job in Charlotte, NC
At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
Internship Description
The internship involves coordination and preparation of consolidated management reporting for Enterprise Management and Finance Leadership, exposure to management with opportunities to deliver presentations to the CFO and Finance leadership, assisting in financial modeling and analysis of variances, performing strategic analysis on the competitive environment, conducting in-depth research, collaborating on process optimization, supporting automation implementation, and contributing to various ad hoc requests.
Coordination and preparation of consolidated management reporting for Enterprise Management and Finance Leadership
Exposure to management with opportunity to deliver clear, cohesive, compelling presentations to the CFO and Finance leadership
Assist in financial modelling, and analysis of variances between actuals and projections. Build analytics and reports to enhance understanding of business drivers and improve forecasting
Perform strategic analysis on competitive environment and help establish benchmark of peers
Conduct in-depth research to inform key strategic initiatives
Collaborate with various functional areas on process optimization opportunities
Support the team in the implementation of automation
Active contributor in various ad hoc requests
Assist in promotion of team engagement
Internship Details
Dates\: Nine week program starting in early June 2026
Location\: New York, NY or Charlotte, NC
Work Environment\: Hybrid / Flexible (required to be in office 3 days/week)
Hourly Rate\: $22/hour
Rising senior preferred (class of 2027)
Comfortable with and experience in financial/quantitative data analysis
Ability to synthesize data to formulate clear and concise executive messages to internal audiences from complex topics
Ability to deliver results in a fast-paced environment, manage multiple projects, solve problems and think strategically/critically
Pro-active, good comfort level with working in an often-ambiguous environment, ability to quickly pivot from one to another
Interpersonal skills and high level of comfort/ease to interact with all levels of the organization
Organized with attention to detail
Uncompromising integrity and ability to maintain strict confidentiality
Competencies and Skills
Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high level of precision.
Managing Multiple Priorities\: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, project, groups or activities, making effective judgments as to prioritizing and time allocation.
Adapts and learns: Actively learns and adapts through experimentation when tackling new problems and situations, using both successes and failures to develop and learn.
ABOUT EQUITABLE
At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
*****
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE\: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at ************** or email us at *******************************.
Auto-ApplyFinance Analyst
Finance associate job in Charlotte, NC
Artech is the 10th Largest IT Staffing Company in the US, according to Staffing Industry Analysts' 2012 annual report. Artech provides technical expertise to fill gaps in clients' immediate skill-sets availability, deliver emerging technology skill-sets, refresh existing skill base, allow for flexibility in project planning and execution phases, and provide budgeting/financial flexibility by offering contingent labor as a variable cost.
Job Description
Position: Finance Analyst
Location: RTP (Research Triangle Park), NC, United States
Duration:1year
5+ years experience Prepare, review and analyse all Month End schedules/reports and provide detailed variance analysis and supporting commentary. Perform KPI analysis for line managers, provide financial advice and support to non-financial customer groups.
Liase with external business partners to ensure accuracy of analysis. Undertake profit and loss/balance sheet analysis.
Qualifications
Position: Finance Analyst
Additional Information
For more information, Please contact
Shubham
**********
Finance Internship (Summer 2026)
Finance associate job in Mooresville, NC
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.
College Financial Representative, Internship Program
Finance associate job in Charlotte, NC
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.
Auto-ApplyFinance Intern - Summer 2026
Finance associate job in Davidson, NC
Finance Intern - Summer 2026 BH Job ID: 3008 SF Job Req ID: 15129 Ingersoll Rand is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances.
Ingersoll Rand is committed to achieving workforce diversity reflective of our communities. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances.
Ingersoll Rand's Early Talent Experiences
Early talent career programs are critical to Ingersoll Rand's overall talent strategy. Through these programs, you'll get hands-on exposure to our business. That means real projects and real work that will challenge you and grow your skills,
alongside mentors who want to see you succeed in your education and your career. In addition to challenging work you will receive targeted intentional development that will position you for a robust career path.
Accounting and Finance Intern
Ingersoll Rand's Intern program provides current college students with challenging assignments, leadership training, and valuable exposure to our company's senior leaders and opportunities to network. Our 3-month internship opportunity offers candidates working toward their Bachelor's in Accounting/Finance exposure to variety assignments to include: New Product Costing, Cost Accounting, Standard Cost Process, Variance Analysis, Physical Inventory, Excess/Obsolete Review, Cycle Counting, Sarbanes-Oxley, and Sector Accounting Projects.
At Ingersoll Rand we value our people, their development and learning opportunities. Through our Internship program, participants will have an opportunity to interview for our full-time, post-graduate IRNext program for Accounting/Finance.
Successful Candidate's Profile:
We are looking for performance-driven, innovative student leaders who understand the importance of collaboration and customer focus. A successful IR Intern candidate will exhibit the following:
* Collaborate with others to foster effective teamwork by linking own responsibilities to the team's goals and needs - zeal for new information, knowledge, and experiences
* Utilize financial data to diagnose business strengths and weaknesses as well as the implications for potential strategies
* Identify complex problems and review related information to develop and evaluate options and implement solutions
* Willing to be mobile and relocate anywhere in the United States
* Pursuing a BS/BA in Accounting or Finance with a cumulative overall GPA at or above 3.0
* Minimum Work Experience: At least one internship or work experience
* Demonstrated leadership skills such as campus organizations, sports team captain, resident advisor, etc. or exceptional leadership of work projects
Ingersoll Rand Inc. (NYSE:IR), driven by an entrepreneurial spirit and ownership mindset, is dedicated to helping make life better for our employees, customers and communities. Customers lean on us for our technology-driven excellence in mission-critical flow creation and industrial solutions across 40+ respected brands where our products and services excel in the most complex and harsh conditions. Our employees develop customers for life through their daily commitment to expertise, productivity and efficiency. For more information, visit *************
Ingersoll Rand Inc. (NYSE:IR), driven by an entrepreneurial spirit and ownership mindset, is dedicated to helping make life better for our employees, customers and communities. Customers lean on us for our technology-driven excellence in mission-critical flow creation and industrial solutions across 40+ respected brands where our products and services excel in the most complex and harsh conditions. Our employees develop customers for life through their daily commitment to expertise, productivity and efficiency. For more information, visit *************
Temp to Perm :: Financial Analyst
Finance associate job in Davidson, NC
Collabera is the largest minority-owned Information Technology (IT) staffing firm in the U.S., with more than $525 million in sales revenue and a global presence that represents approximately 10,000 professionals across North America (U.S., Canada), Asia Pacific (India, Philippines, Singapore, Malaysia) and the United Kingdom. We support our clients with a strong recruitment model and a sincere commitment to their success, which is why more than 75% of our clients rank us amongst their top three staffing suppliers.
Not only are we committed to meeting and exceeding our customer's needs, but we are committed to our employees' satisfaction as well. We believe our employees are the cornerstone of our success and we make every effort to ensure their satisfaction throughout their tenure with Collabera. As a result of these efforts, we have been recognized by Staffing Industry Analysts (SIA) as the “Best Staffing Firm to Work For” for four consecutive years since 2012. With over forty offices globally and a presence in seven countries, Collabera provides staff augmentation, managed services and direct placement services to Global 2000 Corporations. Collabera is ranked amongst the top 10 IT staffing firms in the U.S., and for the past 24 years we have continued to grow rapidly year after year.
For consultants and employees, Collabera offers an enriching experience that promotes career growth and lifelong learning. Visit ***************** to learn more about our latest job openings.
Awards and Recognitions
--Staffing Industry Analysts: Best Staffing Firm to Work For (2015, 2014, 2013, 2012)
--Staffing Industry Analysts: Largest U.S. Staffing Firms (2015, 2014, 2013)
--Staffing Industry Analysts: Largest Minority Owned IT Staffing Firm in the US.
Job Description
Job Details:
Job Title: Financial Analyst 2
Location:
Davidson, NC
Duration: 3 months (Temp to Perm)
Summary of Position:
Gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions.
Major Job Duties and Responsibilities:
Assemble spreadsheets and draw charts and graphs used to illustrate technical reports.
Analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions.
Interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks
Knowledge of pivot tables Knowledge of forecasting Ability to learn to use LawTrac database to prepare/run reports regarding outside legal counsel spend
Skills and Competencies:
Verbal and written communication skills, attention to detail, and critical thinking.
Ability to work independently and manage ones time.
Ability to analyze business trends and project future revenues and expenses (Typically required).
Knowledge of economic and accounting principles, the financial markets, and reporting of financial data (Typically required). Knowledge of federal, state, and company policies, procedures and regulations as related to accounting.
Previous experience with computer applications, such as MS Word, Excel and PowerPoint, and any other related financial software.
Qualifications
Education/Experience:
Bachelor's degree in accounting or related financial discipline required. An advanced degree in a financial discipline is preferred.
2 to 4 years financial and/or accounting experience required.
Additional Information
To know more about this position, please contact:
Ujjwal Mane
************
****************************
Easy ApplyBusiness Banker - Charlotte
Finance associate job in Monroe, NC
Primary Office Location: 2593 West Roosevelt Boulevard. Monroe, North Carolina. 28110. Join our team. Make a difference - for us and for your future. n Business Banker 2 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader
Position Overview:
This position is primarily responsible for developing, managing and maintaining business relationships, developing and administering a portfolio of loans, analyzing credit worthiness, monitoring loan performance and promoting the Bank's image in order to develop new and expand existing loan deposit and overall business relationships and contribute to the Bank's profit and growth objectives. The incumbent provides the highest quality of service to every customer.
Primary Responsibilities:
Develops, manages and maintains business relationships by profiling and maintaining relationships, determining banking needs, selling products and services to meet needs, resolving poor performance and other problems in a professional manner to develop new and expend existing loan deposit and overall business relationships and contribute to the Bank's profit and growth objectives.
Develops and administers a portfolio of loans by making sound credit analysis of customer's financial condition and ability to repay according to established policies, procedures and objectives such as portfolio yield, loss ratio and delinquency while providing excellent customer service contributing to the Bank's profit and growth objectives.
Analyzes credit worthiness by determining the soundness of the loan, understanding the customer's financial condition, collateral position and the ability to repay in accordance with the Bank's credit quality, profitability and growth objectives and established policies and procedures and government regulations to create a portfolio of quality loans that meet or exceed the standards of the Bank.
Monitors loan performance by maintaining contact with borrowers, understanding their financial condition and resolving problems in accordance with established policies and procedures and in an accurate and timely manner in order to reduce risk from collateral deterioration or the borrower's inability to pay.
Promotes the Bank's image by participating in community development activities and service organizations without jeopardizing other responsibilities and in compliance with the Community Reinvestment Act requirements in order to present a favorable image in the community and establish contacts that could generate new business.
Develops and maintains a personal program for maintaining an adequate level of knowledge in business development, lending and other banking matters and demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees in order to ensure an acceptable degree of performance.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
3
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in commercial or business banking.
General knowledge of lending laws and regulations.
Experience in successful business development and community and civic activities preferred.
Special Licenses and Certificates:
N/A
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
Auto-ApplyAnalyst - Corporate Finance
Finance associate job in Charlotte, NC
We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
Position Overview:
We are seeking a highly motivated and detail-oriented Analyst to join our Corporate Finance team at StepStone Private Wealth (SPW) in Charlotte, NC. This role will support key financial processes and deliverables, including month-end close, budgeting, forecasting, and executive reporting. The ideal candidate will bring strong analytical skills, a solid foundation in accounting or finance, and a proactive mindset toward automation and process improvement.
Essential Job Functions:
Support the monthly close process, including preparing financial statements & analysis for management
Assist with budgeting and forecasting cycles, including data consolidation and reporting within the financial planning & analysis model
Create internal and external-facing presentations to convey financial insights effectively
Perform cash flow analysis, monthly budget reviews and variance analysis
Track expenses and process invoices, ensuring accuracy and timely approvals
Collaborate with cross-functional teams to gather inputs and validate financial data for reporting
Identify opportunities for automation and implement technology-driven solutions to improve efficiency
Maintain and enhance financial models and reporting tools
Work directly with leadership to support ad hoc analysis and special projects as needed
Education and/or Work Experience Requirements:
Bachelor's degree in Accounting, Finance, or a related field
2-4 years of relevant experience; Big 4 public accounting experience is a plus
Strong understanding of financial statements and accounting principles
High proficiency in Microsoft Office, specifically Excel and PowerPoint
Exposure to automation tools (e.g., Alteryx, Power BI, Tableau, SQL) is a plus
Excellent communication and organizational skills
Team player and strong work ethic with ability to manage multiple priorities in a fast-paced environment
Required Knowledge, Skills, and Abilities:
Curious and solutions-oriented mindset
Strong attention to detail and commitment to accuracy
Excellent written/verbal communication and interpersonal skills
#LI-Hybrid
At StepStone, we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
As an Equal Opportunity Employer, StepStone does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
Developing People at StepStone
Auto-Apply2026 Summer Intern - Business Unit of the CFO (Wealth Management)
Finance associate job in Charlotte, NC
At Equitable, our power is in our people.
We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential?
The Business Unit CFO intern is a member of the Business Area CFO team within the Finance organization. In this visible role, you will have the opportunity to support in the development of Equitable's strategic plan, drive efforts to improve efficiency and productivity and partner with senior leaders to identify, evaluate, analyze and deliver key insights across our business units. The Business Area CFO team provides financial guidance and support to the business areas within Equitable.
Internship Description
Assist with financial report preparation, modeling, and analysis
Research and benchmarking industry data
Help with arranging meetings and presentations
Work under supervision of team leaders and other mentors
Assist with preparing communications, assist with presentations and related support materials
Internship Details
Dates\: Nine week program starting in early June 2026
Location\: Charlotte, NC
Work Environment\: Hybrid / Flexible (required to be in the office 3 days/week)
Hourly Rate\: $22/hour
Rising College Senior (Class of 2027)
Business Majors with a concentration in Accounting, Finance, Business Analytics or related
General understanding of accounting, financial modeling, and reporting concepts
Strong desire to learn and apply new concepts
Ability to multi-task while continuing to ensure attention to detail
Excellent written/verbal communications and listening skills
Proficient in Microsoft Office programs such as Power Point, Word, Excel
Ability to work the full duration of the 9-week program
Competencies and Skills
Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high level of precision.
Managing Multiple Priorities\: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, project, groups or activities, making effective judgments as to prioritizing and time allocation.
Adapts and learns: Actively learns and adapts through experimentation when tackling new problems and situations, using both successes and failures to develop and learn.
ABOUT EQUITABLE
At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
*****
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE\: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at ************** or email us at *******************************.
Auto-ApplyCollege Financial Representative, Internship Program
Finance associate job in Charlotte, NC
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.
Auto-Apply