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Financial Analyst
The Lane Construction Corporation 3.9
Finance associate job in Cheshire, CT
Lane Construction is one of America's leading construction companies, specializing in large, complex civil infrastructure. For 135 years, it has contributed to the development of the country's transportation systems including the Interstate Highway System and a vast network of roads, bridges, airports, metros, and railways. Lane specializes in mobility, tunneling, and water resources to address sustainable development and climate change adaptation challenges.
Responsibilities
Corporate Finance Analyst:
Compiles components of the Company's monthly projections and analyzes forecast data provided by operations or corporate departments for reasonableness.
Reviews and analyzes corporate overhead costs in comparison to budget.
Assists with various tasks involving cash flow models and developing/tracking company metrics.
Assists with various construction contract accounting tasks.
Assists with ad-hoc projects and presentations for management and others.
Project Finance Analyst:
Supports project management team in interpreting financial data and project financial health on a monthly and/or weekly basis.
Ensures timely and accurate reporting of financial information for project(s) to Corporate Finance which includes reporting actual data and look-ahead forecasts.
Works with various functions at the project site, including operations, cost control, and administration to ensure transactions are processed timely and accurately.
Reviews the account entries for subcontractor costs and payments.
Monitors project cash flow and authorizes vendor payments.
Ensures systems and processes at the project level are in line with Company standard procedures.
Shared Responsibilities:
Supports bi-annual budget/forecast process for project(s) by preparing compiling income statement, balance sheet, and cash flow information, and analyzing data provided for reasonableness.
Prepare monthly internal reports for various levels of management
Performs other duties as assigned.
Requirements
Bachelor's Degree
2 years of experience in accounting/finance or equivalent
Lane Construction offers a comprehensive benefits package with an excellent opportunity to grow and be part of one of the most respected names in the construction industry. Lane is an Equal Opportunity Employer.
$65k-90k yearly est. 3d ago
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Financial Partner/Universal Associate
Heritage Financial Credit Union 4.4
Finance associate job in Wappingers Falls, NY
Join a Purpose-Driven Team at Heritage Financial Credit Union
Where Integrity, Excellence, Teamwork, and Community Matter!
Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do.
We believe in:
Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
Excellence: We strive to provide our members with the best possible service.
Teamwork: We believe that we can achieve more together than we can alone.
Respect: We treat each other with dignity and respect.
Community: We are committed to giving back to the communities we serve.
If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy.
Rate of Pay: $20 - $23 per hour depending on experience
POSITION PURPOSE
As a Financial Partner you will be responsible for promoting the financial well-being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and tailored solutions. This includes, but is not limited to, guiding members toward suitable account and loan products, cross-selling credit union services, and referring members to other lines of business as needed, along with handling cash and processing transactions efficiently
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Deliver exceptional member service by accurately processing all branch transactions following proper procedures which include deposits, withdrawals, loan payments, transfers, check cashing, traveler's checks, money orders, placing check holds, verifying identification and endorsements, wire transactions, and maintaining a balanced cash drawer.
Assist members in setting up ancillary business products, including Online Banking, Remote Deposit Capture, Merchant Services, and ACH Manager
Assist the Branch Manager and Assistant Branch Manager in balancing and maintaining ATMs and vaults, training new employees, and executing opening and closing procedures
Demonstrate an understanding of various business structures, such as Sole Proprietorships, LLCs, and Corporations
Demonstrate comprehensive knowledge of all products and services offered by Heritage Financial Credit Union
Engage in conversations with business members about available commercial loan products and their structures
Identify lending opportunities through discussions with business members while opening accounts.
Participate in outbound activities such as community events, volunteering, call campaigns, and business outreach.
Proactively reach out to new memberships established through business partners to assess needs and offer appropriate additional products and services.
Recommend improvements to workflows, efficiency, and quality of service.
Support and promote all HFCU initiatives for employee development, actively engaging in personal growth by utilizing available tools and resources
Submit thorough referrals to the Commercial Loan Department
Understand the documentation required for initiating a commercial loan application
Engage with Heritage Financial teammates development initiatives and actively participate in personal growth using available resources
Organize priorities effectively to achieve monthly goals while maintaining a high standard of work quality
Meet or exceed established performance goals
Respond to inbound member calls, addressing their needs by assisting with account placement and consumer loan products (excluding real estate loans) and promote and facilitating digital enrollments and adoption for all HFCU products and services.
Perform duties in compliance with federal and state regulations, as well as Credit Union policies and procedures
Performing account and loan intake and funding
Manage digital inquiries and requests across various platforms, including chat, online accounts, and marketing leads
Effectively perform Lobby Engagement and First Impression Opening daily
Ability to open and close the branch as assigned by branch management
Requirements:
EDUCATION/CERTIFICATION:
High School Diploma or equivalent required; Bachelor's degree preferred.
NMLS License required. A Notary License is required or must be obtained within 9 months of hire.
REQUIRED KNOWLEDGE:
Acquire a foundational understanding of the Commercial Loan Products offered by the credit union. Submit referrals to the Commercial Loan Department as appropriate.
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance
EXPERIENCE REQUIRED:
4+ years of extensive customer service and sales experience, preferably in the financial industry, encompassing areas such as customer service, needs-based selling, goal achievement, cash handling, account and loan intake and funding, project participation, team collaboration, and community engagement.
SKILLS/ABILITIES:
Critical thinker with the ability to creatively solve problems and develop business plans.
Committed to active listening, anticipating, and addressing the needs and concerns of both internal and external customers.
Effective communication with team members and peers to foster a supportive and collaborative network.
Demonstrates engagement, enthusiasm, and passion by delivering exceptional service to both internal and external members.
Needs-based selling with exception product knowledge.
Microsoft Office Software.
$20-23 hourly 3d ago
Relationship Banker - Village of the Branch Financial Center
Bank of America Corporation 4.7
Finance associate job in Smithtown, NY
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities
Required Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Is confident in identifying solutions for new and existing clients based on their needs
Communicates effectively and confidently and is comfortable engaging all clients
Has the ability to learn and adapt to new information and technology platforms
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
Applies strong critical thinking and problem-solving skills to meet clients' needs
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Efficiently manages time and capacity
Focuses on results while acting in the best interest of the client
Can be flexible to work weekends and/or extended hours as needed
Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
Six months of cash handling experience
Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
Skills:
Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
$42k-54k yearly est. 6d ago
Proprietary Equity Trader Position
T3 Trading Group 3.7
Finance associate job in Hartford, CT
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
$95k-168k yearly est. Easy Apply 60d+ ago
Float Personal Banker
Windsor Federal Bank 4.0
Finance associate job in Windsor, CT
The Float Personal Banker serves as the first point of contact for financial customers and prospects by providing a wide variety of banking services to both consumer and small business customers at multiple branch locations. This position “floats” between various branches, as needed, supporting branch teams by covering absences, peak hours or staffing shortages. The Float Personal Banker performs transactions, account management and offers appropriate solutions by offering financial products to meet the needs of the customer within the entire Windsor Federal Bank footprint. The Float Personal Banker is responsible for building and maintaining relationships with members of the community to enhance satisfaction and identify opportunities to create brand awareness while promoting the Bank's products and services.
ESSENTIAL FUNCTIONS:
Provides exceptional customer service by assisting with inquiries, resolving complaints, and offering financial solutions tailored to individuals on an as needs basis.
Travels to assigned branches within a designated region to provide support.
Processes deposits, withdrawals, check cashing and transactions accurately and efficiently. Ensures compliance with all operational and security procedures. Balances daily transactions and reconciles discrepancies.
Identifies customer needs and recommends appropriate financial products such as checking, savings, certificate of deposits, credit cards, and loans. Uncovers opportunities to cross-sell additional banking services as presented.
Builds and deepens relationships with customers to foster loyalty and retention.
Performs account opening, maintenance, and closures. Ensures compliance with all banking regulations, policies, and security standards.
Supports branch operations, including handling escalations or assisting with administrative tasks.
Guides customers in using digital banking tools and platforms.
Supports the Bank and branch community efforts and initiatives. Ability to work a flexible schedule including weekends as needed.
Performs other related duties as required.
REQUIRED EDUCATION / EXPERIENCE / SKILLS:
High school diploma or equivalent, with one (1) to two (2) years of banking with sales or customer service and cash handling experience preferred, or some comparable combination of education and experience.
Proficient oral and written communication skills, both in person and on the phone. Strong interpersonal skills. Must be a team player.
Sales and relationship-building abilities. Strong customer service and communication skills.
Reliable transportation and willingness to travel between Branches.
Proficient computer and math skills. Ability to operate personal computer, calculator, teller terminal. Familiar with Word, Excel, Outlook software.
Attention to detail, excellent organizational skills, adept in technology.
Excellent problem solver with decision making ability.
Ability to work flexible hours, including weekends as necessary.
Ability to receive guidance and supervision, follow work rules and work procedures; meet deadlines, punctuality, and attendance standards.
Ability to influence people in their opinions, attitudes, or judgments about ideas or things; to motivate, convince or negotiate. Ability to deal with people beyond giving and receiving instructions such as in a team, supervisory, marketing or counseling setting.
Exhibits a professional appearance and demeanor. Is enthusiastic, a motived self-starter with a strong work ethic.
Participates in skill and knowledge building training programs offered by the Bank and/or other outside resources.
Windsor Federal Bank, an Equal Opportunity Employer, offers a competitive compensation and benefits package including vacation, personal days, paid sick time, holidays, participation in a 401(k) plan, and profit sharing.
For consideration for this position, send resume to: *********************************
Windsor Federal Bank, 270 Broad Street Windsor, CT 06095
An Equal Opportunity Employer
$29k-39k yearly est. 4d ago
Fixed Income Execution Trader (USA)
Trexquant Investment 4.0
Finance associate job in Stamford, CT
Job Description
Trexquant is seeking a Fixed Income Trader to join our team. The ideal candidate will have experience executing both high-touch and electronic trades in corporate credit and rates instruments. In addition to trade execution, this role also involves cultivating relationships with liquidity providers and trading venues, contributing to the firm's execution excellence, and working closely with quantitative researchers and technologists to enhance execution workflows and advance Trexquant's systematic fixed income strategies.
Responsibilities
Execute trading in corporate credit instruments (IG, HY, EM), including cash bonds, credit indices, and ETFs, as well as rates instruments, including treasuries, bond futures, and other interest rate derivatives
Conduct both high-touch and electronic executions across OTC and exchange venues, covering both secondary and new issue transactions
Cultivate and strengthen relationships with street sales, trading, and syndicate teams to broaden liquidity access
Monitor market microstructure, liquidity dynamics, and credit developments to optimize execution, manage transaction costs, and improve portfolio outcomes
Track execution metrics and conduct transaction cost analysis to identify and implement execution enhancements
Collaborate with quantitative researchers and technologists to develop and refine execution workflows and algorithmic trading strategies
Coordinate with operations on settlements and corporate actions
Monitor risk exposures and ensure adherence to the firm's trading, operation, and compliance standards
Provide real-time market insights and feedback to researchers and contribute to alpha and strategy development
Requirements
Bachelors, Masters or PhD in STEM related fields
3+ years of experience in corporate credit and rates trading, preferably on the buyside
Proficiency in trading platforms: MarketAxess, TradeWeb, TruMid, and Bloomberg
Exposure to fixed income quantitative/systematic strategies
Proficiency in programming languages (such as Python) and statistical modeling
Deep understanding of corporate credit and rate markets
Strong problem-solving skills with an ability to work independently and as part of a team
Benefits
Competitive salary plus bonus bonus based on individual and company performance
Collaborative, Casual, and friendly work environment
PPO Health, dental and vision insurance premiums fully covered for you and your dependents
Pre-tax commuter benefits
Weekly company meals
Trexquant is an Equal Opportunity Employer
$86k-155k yearly est. 16d ago
Danbury Future Opportunities
Stew Leonards 4.3
Finance associate job in Danbury, CT
Thank you for expressing an interest in Stew Leonard's, one of FORTUNE magazine's ‘100 Best Companies to Work for! While we may not currently have an opening that you are interested in, we are always accepting applications. As job opportunities become available, we will review your application. All applications are kept on file for one year.
Why you'll love working here!
Family Oriented: We respect the personal balance between work and family with career opportunity and growth- over 80% of our managers have been promoted from within.
Environment: Have you seen the Avocado Girls? Chiquita Banana? Or the singing Parrot?
Covid-19: Staying safe and clean, we are taking all precautions in the store to keep our team members and customers safe. (Providing daily masks and gloves to all team members, plexi glass at service counters, weekly communications, and much more!)
Pay Day: We're thrilled to offer our employees Dayforce Wallet - a new way to get paid. Say bye-bye to pay day and hello to pay your way. Get your pay as soon as you earn it, at no cost to you - It's your money, why should you have to wait? Request your pay as you earn it.
Apply today and start as soon as 1 week!
For more information on working at Stew Leonard's click on the link below!
******************************************
We take pride in the power of diversity, inclusion, and being socially responsible to the communities which we live and do business
$94k-157k yearly est. 14d ago
Sr. Financial Accounting Analyst
The Walt Disney Company (Corporate 4.6
Finance associate job in Bristol, CT
About the Role & Team:
At Disney, we are storytellers. We make the impossible possible. We do this through utilizing and developing cutting-edge technology and pushing the envelope to bring stories to life through our movies, products, interactive games, parks and resorts, and media networks. Now is your chance to join our talented team that delivers unparalleled creative content to audiences around the world.
The Disney Entertainment segment of The Walt Disney Company is responsible for developing, producing, and distributing our outstanding content and oversees the operations of the Company's entertainment streaming services (including Disney+ and Hulu) and entertainment broadcast and cable television networks. Disney Entertainment brings together the Company's outstanding creative, product, technology, and commercialization teams into one global organization, with the goal of growing the footprint of Disney's world-class content and beloved brands and delivering highly personalized entertainment experiences to diverse consumers around the world.
Disney Direct-to-Consumer (DTC) is a line of business within the Disney Entertainment segment that includes all consumer-facing digital video subscription services across the company (Disney+, Hulu and Disney+ Hotstar). Our core mission is to deliver global audiences the freedom to access content on their terms across any connected device, time or location. Disney Entertainment's DTC Controllership is seeking a Senior Financial Accounting Analyst to join the DTC Subscription Revenue team. This team is responsible for managing the global subscription revenue and reporting processes for Disney+. This position will report to the Manager, Financial Accounting.
What You Will Do:
Perform all duties necessary for an effective and timely monthly/quarterly close related to international DTC third party wholesale subscription revenue and music license fees, including the preparation of journal entries, account reconciliations, and thorough explanation of monthly P&L to forecast and Balance Sheet variances
Analyze and understand subscription revenue related complexities in various regions including taxes, currency conversion, local accounting deliverables and product offerings
Analyze third party wholesale and music license contract information to determine appropriate application of accounting policies and gather transaction data to prepare wholesale revenue accruals/billing and music license fee accruals/payments
Ensure accounting procedures performed are in line with existing SOX controls
Support other audits, including the annual audit of DTC Subscription Revenue by PwC, internal audit, 3rd party contractual audits and local statutory audits
Proactively identify, recommend and implement improvements in existing models and processes, including opportunities to automate processes where possible
Effectively communicate with business partners and internal team to better anticipate challenges
Understand and execute standard operating procedures (SOPs)
Provide support, lead, and assist with ad hoc requests/special projects for team objectives
Required Qualifications & Skills:
At least 3 years of relevant experience
Ability to prioritize workload and escalate conflicting priorities
Understanding of accounting fundamentals (e.g., debit/credits, financial statements)
Complete moderately complex to complex tasks and projects requiring independent initiative
Possess strong quantitative and analytical skills
Adaptability and flexibility for changing needs and audiences
Ability to understand, interpret, and articulate the impact of internal and external factors as they apply to the business/industry/direct processes
Ability to understand, assess, and prioritize risk across components of the control environment
Intermediate Excel knowledge with ability to analyze large sets of data using pivot and lookup tables
Preferred Qualifications:
Proficient in Spanish or Portuguese
Education:
Bachelor's degree in Accounting, or related field, or more than 5 years relevant experience.
#CORP_MEDIA
#twdcmedia
The hiring range for this position in Burbank, CA and Bristol, CT is $104,800 to $128,000 per year and in NYC, NY is $109,800 to $134,200 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered.
$109.8k-134.2k yearly 1d ago
HF Independent Trader
Quanta Search
Finance associate job in Westport, CT
About: Our client is a fund management company specializing in algorithmic trading across global financial markets. Theirs is an independent pod-based structure, offering traders / PM's / trading teams access to advanced, low-latency trading technology platforms complemented by a deep bench of technological, operational and support services. They currently trade between 1% - 2% of the U.S. Equities markets, realizing top tiers across all major Exchanges and ATS's.
Job Description:
We are actively recruiting experienced Portfolio Managers / Traders across both U.S. equities quantitative trading businesses; high-frequency trading & statistical arbitrage trading. Ideal candidates should possess the following:
● Experienced U.S. equities quantitative traders / portfolio managers; HFT or Stat Arb
● Fully automated and proven algorithmic / quantitative trading strategies
● Minimum Sharpe of 3.0+
● Provide prior 2+ years of historical performance
● Ability to be self sufficient and work from anywhere (location agnostic)
$79k-130k yearly est. 60d+ ago
Finance Associate
Abilities First 4.1
Finance associate job in Poughkeepsie, NY
Full-time Description
Who We Are
For over 60 years, Abilities First, Inc. has been empowering individuals with developmental disabilities to live their most vibrant, independent lives. From early education to adulthood, our wide range of services-including preschool and school programs, day and residential habilitation, community connections, and employment services-are designed to uplift every individual's unique strengths and dreams.
We believe in the power of people-of every background, identity, and ability-to create change and build a more inclusive world. Abilities First is proud to be an equal opportunity employer and is welcoming and supportive of people of varying abilities, races, ethnicities, religions, socio-economic status, gender and gender identities. At Abilities First, you'll join a mission-driven team that values collaboration, celebrates individuality, and is dedicated to meaningful work. If you're ready to turn your passion into purpose, we'd love to welcome you aboard
Who We Need
Abilities First is seeking a FinanceAssociate to join our Finance team. The FinanceAssociate plays a key role in maintaining the integrity of financial records and contributing to broader financial operations in accordance with agency philosophy and policy & Corporate Compliance Plan. We are looking for someone who is collaborative, organized, and dedicated to continuous improvement in financial operations and team development.
Position Summary
The FinanceAssociate will work within a collaborative shared workspace to assist in the maintenance of accounting records of the Finance Department in accordance with GAAP. This role includes engaging in a duty rotation to promote smooth operations and ensure the efficient management of tasks.
Schedule: Monday through Friday, 40 hours per week
Pay Range: $25.13-$29 per hour based commensurate with education and experience
Position Standards
This position will have primary responsibilities or serve as a backup for the following tasks:
Set up and maintain prepaid journal entries.
Complete bank reconciliations and maintain loan schedules as assigned.
Will be responsible for completing daily deposits and cash receipts.
Review adult services billing in Therap/EHR monthly.
Prepare billing for school age education programs.
Consumer ACH administration and Consumer ledger review.
Prepare bi-annual PNA allowance disbursements.
As a member of the finance team, complete month end general ledger closing activities as assigned.
Track and maintain CAM records for all applicable leases.
Assist in the preparation of the annual agency budgets as needed.
Prepare audit workpapers as assigned.
Maintain grant documentation and prepare any necessary submission to funding agencies.
Prepare and process all ISS program documentation required by OPWDD.
Performs other appropriate job-related activities as requested by your supervisor or as circumstances warrant.
Ensures all required trainings and certifications required are current, and seeks further support and training where needed.
Adhere to agency Code of Legal and Ethical Behavior, which require all employees, consultants, board members, volunteers and affiliates to perform their responsibilities according to ethical and legal standards with honesty, integrity, fairness, good faith and respect for others and the law.
Follows all agency policy and procedures and demonstrates continuous regard to personal safety and the safety of others.
Will incorporate concepts of person-centered excellence by respecting people's concerns and responding accordingly and will use “teachable moments” to assist people in understanding and exercising their rights.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities and functions of the job and are not meant to be all inclusive. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential responsibilities and functions of the job. Unless reasonable accommodations can be made, in order to perform the essential functions of this job, an individual shall be required to:
Have the ability to lift up to 25 pounds, bend, pivot and grasp with both hands in order to properly and safely handle files and equipment.
Possess verbal and written communication skills, in English, to ensure adequate regulatory documentation.
Ability to sit for extended periods of time.
Ability to perform work on a computer regularly and continuously throughout the workday.
Requirements
Bachelor's degree in Accounting with two (2) years' related experience. A combination of education and experience may be deemed acceptable by supervisor.
Experience with non-profit accounting preferred.
Must have a current NYS driver's license, free of moving violations; deemed acceptable by our insurance carrier.
$25.1-29 hourly 60d+ ago
Private Client Banker - Riverhead, NY
Jpmorgan Chase & Co 4.8
Finance associate job in Riverhead, NY
JobID: 210703826 JobSchedule: Full time JobShift: Day Base Pay/Salary: Riverhead,NY $25.00-$32.69 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: **************************************************************************
$84k-201k yearly est. Auto-Apply 4d ago
Private Client Banker - Glastonbury, CT
JPMC
Finance associate job in Glastonbury, CT
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: **************************************************************************
$44k-98k yearly est. Auto-Apply 60d+ ago
Banker 2
Ion Bank 3.7
Finance associate job in South Windsor, CT
Job Type:
Hourly, Full-Time
Who We are:
At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day.
As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team, but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community!
Who we are seeking for this role:
Provide friendly, personalized service to Bank customers; establish rapport to recognize and meet their banking needs. Perform financial transactions for customers accurately and efficiently. Accurately balance teller window and adhere to set policies and procedures. Respond to customers' financial needs by actively participating in the consultative sales process. Maintain and apply a working knowledge of all applicable banking regulations. Keep all customer and proprietary Bank and customer information and assets safe and secure. Perform additionally assigned duties.
As a Banker 2 you are responsible for:
Provide superior customer service and perform banking functions with high expertise. Perform all customer service activities, including opening accounts, customer account inquiries, teller transactions, and branch operations. Contribute to established branch profitability goals by cross-selling products/services to new/existing customers.
Responsibilities:
Project a positive and highly professional image of self and the Bank by consistently delivering service in line with company service standards/service philosophy.
Possess excellent working knowledge of all bank products and services, consumer, and business.
Proactively meet with customers face to face and over the phone to provide product and service recommendations that will meet their financial needs.
Promote, cross-sell, and upsell bank products and services that meet customers' needs.
Identify and refer customers or prospects to non-bank product associates as appropriate.
Open accounts, perform account maintenance and provide timely customer service solutions to consumer and business customers.
Distribute loan applications, answer customer questions regarding loans, interview applicants with completed applications, and ensure all documentation is accurate.
Required to register with the Nationwide Mortgage Licensing System and Registry
(NMLS) and maintain a unique identifying number with appropriate training.
Possess an excellent working knowledge of branch systems, including but not limited to procedures, policies, cash handling, and transaction processing.
Adjust to various branch traffic flows while maintaining efficiency and accuracy of work.
Accurately balance self and branch office daily; order money; compile currency transaction reports.
Process customer transactions accurately and courteously.
Ensure that all work performed is complete and accurate.
Assist in resolving problems with branch equipment, balancing, and operational issues.
Ensure that the Bank's security policy and program and the Bank's loss prevention guidelines are carried out within the branch.
Education and Qualifications:
High school diploma preferred.
One to two years of retail banking experience, including teller, sales, or some comparable combination of education and experience.
Benefits:
Health Insurance (Medical, Dental Vision)
401k and Employer Match
Life Insurance
Disability
HSA
FSA
Educational Assistance
Wellness Programs
Employee Assistance Program
15 Paid Time Off Days
12 Paid Holidays
Job Shadowing
Volunteer Opportunities
______________________________________________________________________________________________________________________________________________________________________________________
Ion Bank 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 status, or veteran status.
__________________________________________________________________________________________________________________________________________________________________________________________________________
$52k-93k yearly est. 20d ago
Financial Analyst
Creative Financial Staffing 4.6
Finance associate job in Shelton, CT
Step into a role where your analytical skills help shape the future of a mission-driven company based in Connecticut. As a Financial Analyst, you'll be part of a team that supports educators and students across the country through innovative, high-quality solutions.
This is more than just a numbers job-it's a chance to contribute to a company that values purpose, creativity, and continuous improvement. As a Financial Analyst, you'll work cross-functionally to drive insights, optimize performance, and support strategic decision-making.
Why You'll Want to Be a Financial Analyst Here:
Purpose-Driven Work: Your contributions as a Financial Analyst directly support a company that empowers educators and inspires learning.
Collaborative Culture: Join a team that values transparency, innovation, and shared success. You won't just be a Financial Analyst-you'll be a trusted business partner.
Work-Life Balance: Enjoy a stable Monday-Friday schedule, generous PTO, and paid holidays.
Comprehensive Benefits: Health, dental, vision, 401(k) with match, tuition assistance, and more.
Professional Growth: Whether you're an experienced Financial Analyst or looking to take the next step, you'll find opportunities to grow and lead.
Innovation-Focused: Be part of a company that embraces data, values fresh ideas, and encourages initiative-especially from its Financial Analysts.
Stability with Energy: Enjoy the security of a well-established business with the agility of a growth-focused team.
What You'll Do:
As a Financial Analyst, you will:
Analyze financial data to support strategic and operational decisions
Develop and manage forecasts, budgets, and performance reports
Collaborate with teams across the organization to identify opportunities and risks
Deliver insights that help drive efficiency and growth
Target Compensation: 100k - 110k
$58k-83k yearly est. 1d ago
In Service Finance Intern
Donaldson Inc. 4.1
Finance associate job in Longmeadow, MA
Donaldson is committed to solving the world's most complex filtration challenges. Together, we make cool things. As an established technology and innovation leader, we are continuously evolving to meet the filtration needs of our changing world. Join a culture of collaboration and innovation that matters and a chance to learn, effect change, and make meaningful contributions at work and in communities.
Accounts Payable Duties: Intern
* Invoice processing on webcentre
* Credit note processing on webcentre
* Debit note processing on webcentre
* Preparation of monthly supplier reconciliations
* Liaise with suppliers for statements and invoices and attend to invoice queries
* Liaise internally with planning & procurement to assist with query resolution
* Query resolution
* Filing administrative documents
* Opex analysis for various business verticals
* Provide feedback during monthly finance meetings
Cost Accounting Duties: Intern
* Cost Movement Analysis • Earned Hours Report
* Missing Item Inventory/Cost Categories
* Cost Estimate Request/Validation
* Costed BOM Request/Validation
* Cost Request
* SWO Calculation
* Manufacturing OPEX Analysis
* Spend Report Request
* Stock Reconciliation
* Query Investigation/Resolution
* Audit Preparation
Accounts Receivable Duties: Intern
* Obtain Trade Reference calls for all new credit facilities
* Give trade references for all our current debtors
* Credit Limit increase approval process
* Request Credit notes and Invoices from Europe
* Reprint and issue updated statements to customers
* Reprint and issue month end statement to customers - SEND
* Reprint invoice or credit note in Oracle
* Request pods from Warehouse and issue to clients
* Manage Cash with order Accounts
* Processing customers Receipts
* Request monthly interest invoices and fixed asset invoices.
* Unapplied & unresolved cash
* Exxaro fatality bonus
* Placing all overdue accounts on hold
* ADPD audit information supply
* APDP PROCESS
* Credit vetting of new accounts
* Exxaro proforma process
* Follow up with customers on overdue accounts and resolving queries
Employment opportunities for positions in the United States may require use of information which is subject to the export control regulations of the United States. Hiring decisions for such positions are required by law to be made in compliance with these regulations. Applicants for employment opportunities in other countries must be able to meet the comparable export control requirements of that country and of the United States.
Donaldson Company has been made aware that there are several recruiting scams that are targeting job seekers. These scams have attempted to solicit money for job applications and/or collect confidential information, Donaldson will never solicit money during the application or recruiting process. Donaldson only accepts online applications through our Careers | Donaldson Company, Inc. website and any communication from a Donaldson recruiter would be sent using a donaldson.com email address. If you have any questions about the legitimacy of an employment opportunity, please reach out to ******************************* to verify that the communication is from Donaldson.
Our policy is to provide equal employment opportunities to all qualified persons without regard to race, gender, color, disability, national origin, age, religion, union affiliation, sexual orientation, veteran status, citizenship, gender identity and/or expression, or other status protected by law.
$41k-52k yearly est. Auto-Apply 4d ago
Finance & Accounting Summer Intern
Dalio Family Office
Finance associate job in Westport, CT
Dalio Family Office
The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures, investments, and philanthropic efforts under Dalio Philanthropies, which includes OceanX, Dalio Education, Endless Network, and the Beijing Dalio Foundation. The core of the DFO's culture is built around meaningful work and meaningful relationships and the family's commitment to giving back. The office is headquartered in Westport, CT with regional offices in New York City, Singapore, and Abu Dhabi.
Position Summary:
We are actively seeking an intern to support our Finance & Accounting teams for the Summer 2026 season. This will be a hands-on opportunity to learn and work alongside industry experts, in a challenging and growth-oriented environment. If you are seeking a summer to build out your skillset with an organization that values transparency, feedback, and collaboration.
The Finance and Accounting Intern will play a key role in supporting both daily operational tasks and strategic initiatives within the department. This individual will assist with transactional activities, contribute to process improvements, and work closely with the F&A Project Management team to provide leverage across multiple projects. As the DFO is an evolving entity, you must be able to thrive in a fast-paced, fluid environment and demonstrate the aptitude to navigate competing priorities.
Day-to-day responsibilities would include a combination of the following:
· Work with the F&A project management team to support multiple projects concurrently by assisting with risk identification, scheduling, task and dependency management, budget tracking, project charters, closeout activities, and stakeholder communication.
· Identify and document potential use cases for AI automation within Finance operations, including areas such as bank reconciliation and process optimization.
· Contribute to process improvement initiatives and documentation updates.
· Contribute to developing and enhancing the internal team training platform, ensuring all resources, such as guides and reference materials, are clear, accurate, and easily accessible
· Support accounting and financial operations with transactional tasks, as needed
· Update the ERP Chart of Accounts to bring it in line with current standards.
· Explore and learn Power BI, assisting in building dashboards and visualizations to support financial reporting and analytics.
Apply for this role if you are:
Able to thrive in a fast-paced, collaborative environment while managing multiple priorities.
Interested in financial operations, process management, project management, and emerging technologies like AI automation and data visualization tools (e.g., Power BI).
Willing to hold yourself and others accountable to exacting standards for excellence
Interested in operating within a unique culture that will foster your deep desire for personal and professional growth
Professional and discreet in handling sensitive or confidential information, maintaining integrity at all times
Illustrative Benefits:
Friday summer hours
Monthly community events
Hybrid work environment
Free catered food services for in-office days
Casual dress code
Qualifications:
Currently pursuing a bachelor's degree at an accredited university
Strong analytical and organizational skills with attention to detail
Excellent communication skills and ability to work collaboratively in a team environment
Proficiency in Microsoft Excel is a plus
5 GPA or higher
Internship Dates: June 15
th
- Augst 21st, 2026
Application Deadline: January 30
th
, 2026
*Please note we will review your application and get back to you by the application deadline of 1/30/26
Compensation:
Compensation for the role includes an hourly wage of $20/hr. This position is eligible for statutory benefits only.
Please note we are unable to provide immigration sponsorship for this position.
At the DFO, we believe our biggest asset is our people. We are proud to be an equal opportunity employer, hiring and developing individuals from diverse backgrounds and experiences to add to our collaborative culture. The DFO treats all candidates and employees with respect and does not discriminate in our recruiting, hiring, and promoting processes and general treatment during employment, including on the basis of actual or perceived race, creed, color, religion, sex, age, sexual orientation, gender identity and/or expression, alienage or national origin, ancestry, citizenship status, marital status, veteran status, or disability.
$20 hourly Auto-Apply 14d ago
Corporate Finance Analyst
Aircastle Advisor 4.4
Finance associate job in Stamford, CT
Job Description
General Description
The Corporate Finance Analyst is responsible for supporting senior professionals in a number of key areas including corporate finance and investor relations. This position reports to the SVP, Capital Markets. This position requires three days a week in our Stamford, CT office, and two days are work from home.
Responsibilities
Essential Functions:
Assist in diligence, origination, and execution of financings, including capital market issuances and various bank debt products
Monitor existing financing structures along with other peer transactions
Build out and maintain financial models related to financing transactions
Build clear and comprehensive presentation materials to key internal and external stakeholders including rating agencies and investors
Assist in reporting lessee updates and other due diligence requests from capital providers and JV affiliate(s)
Assist with investor relations presentation materials and analysis as needed
Develop relationships with key capital market participants and internal counterparties, including commercial, pricing, legal, finance and accounting, and technical teams
Position Requirements
Formal Education and Certification
B.A or B.S in Finance, Economics or other related degree
Knowledge and Experience
1-3 years in structured finance, corporate banking, debt capital markets, related quantitative fields preferred
Experience in aircraft leasing/aviation sector or in a bank or Big 4 analyst program is a plus
Excellent financial modeling and presentation skills (advanced Excel + PowerPoint)
Broad understanding of basic accounting and the ability to interpret financial statements
Proficient with Bloomberg functionality
Competencies
Strong analytical skills with attention to detail
Strong communication skills; able to work with all levels of management and be comfortable presenting in a clear and concise manner
Team player: ability to work successfully with a variety of personalities and disciplines across the organization
Ability to represent the organization professionally and to cultivate and maintain relationships with funding and capital partners.
Excellent work ethic and willingness to contribute broadly to achieve team and company objectives
Must be able to handle multiple responsibilities under pressure.
Travel
This position will not require travel.
We are not looking to work with outside employment agencies to fill this role.
$83k-110k yearly est. 17d ago
Finance Intern
W J Deutsch & Sons 4.5
Finance associate job in Stamford, CT
CHEERS! Founded in 1981, Deutsch Family Wine and Spirits markets quality wines produced by prestigious families from major wine regions of the world. With our headquarters in Stamford, CT, DFWS is the 4th largest wine company with one of the fastest growing spirits portfolios. With our family values and unique culture, DFWS was recognized as one of the Top Workplaces in the U.S. from 2022-2025.
Deutsch Family Wine & Spirits currently seeks a Finance Intern to join our Finance Internship Program for the Summer of 2026. This program will provide students with the opportunity to gain real-world experience, gain a comprehensive understanding of the various functions within our business and prepare students with the kind of experience needed to have a rewarding career.
The Finance Intern will typically support one or more experienced Finance teams in performance of assignments and spending time shadowing actual operations. The Intern will also be presented with a unique assignment that will challenge them to think strategically and interface and collaborate with other cross functional partners. The intern will be expected to make a final presentation to the Finance Leadership Team at the end of the summer.
Qualifications:
Finance or Business Management major entering his/her senior year of college with strong GPA.
Basic understanding of finance and accounting principles.
Intermediate excel experience required (i.e. working knowledge of pivot tables, V-look ups, etc.).
Project management skills: strong work ethic and ability to meet project deadlines.
Analytical skills: ability to gather and analyze data and develop insights.
Excellent written and verbal communication skills.
Self-motivated individual with the desire to learn.
Responsibilities:
Expand your skills in overall financial management with full exposure to the P&L.
Completing both short-term assignments given to support the day-to-day business as well as one summer long strategic project that will be formally presented at the end of the internship.
Work in teams and with colleagues in a professional manner.
Expectations:
The intern will be expected to work no more than 40 hours per week and will be compensated on an hourly basis.
This is a hybrid role, and the intern will be expected to work out of our Stamford, CT office 2-3 times per week on average.
We Value Diversity
At DFWS, we believe that our differences are our strengths. We embrace and celebrate the diversity of our team members, our customers, and our communities. We strive to create a work environment that fosters inclusion, respect, and collaboration. We are constantly learning and growing from our diverse perspectives and experiences. Inclusion and diversity are not just goals for us, but the core of all we do. We welcome and consider applications from all qualified candidates as we foster a culture of inclusion that provides fair and equal opportunities for all.
About Deutsch Family Wine & Spirits
Initially called W.J. Deutsch & Sons Ltd., the company was founded in 1981 by Chairman Bill Deutsch to market quality wines produced by prestigious families from major wine regions of the world. In 2009, it announced the expansion of the award-winning company to include a Spirits Portfolio. Today the company is renowned for its brand-building prowess and its ability to meet the needs of the modern consumer. Bill's son Peter Deutsch is CEO; thus two generations of the Deutsch family work side by side in their continuous quest to build strong brands and relationships throughout the wine and spirits industry.
The portfolio includes award-winning wines from Australia: [ yellow tail ]; [ yellow tail ] Pure Bright; California: Josh Cellars, Josh Cellars Reserve, The Calling; France: Cave de Lugny, Fleurs de Prairie, Hob Nob Vineyards, Sauvion et Fils; Italy: Barone Fini, Villa Pozzi; New Zealand: The Crossings; Portugal: Quinta Do Vale Meao; Argentina: Clos de los Siete; and award-winning spirits: Redemption Whiskey, Bib & Tucker Bourbon, Masterson's Rye, Luksusowa Vodka, Gray Whale Gin and Cantera Negra Tequila.
Learn more about Deutsch Family Wine & Spirits at *********************
$39k-52k yearly est. 16d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance associate job in New Haven, CT
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
$500 weekly Auto-Apply 17d ago
Finance Intern
Future Metals 4.2
Finance associate job in East Granby, CT
RSCC Wire & Cable LLC
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.
A Summer Experience. A Lifetime of Value.
We'll meet you where you are and help you go further. This summer, we're committed to bringing early-in-career talent together, trusting you to own your work and help you level up through professional development, networking, and exposure to real-world projects.
We're doing things that matter. Our wire and cable power our world. Join us as an intern and we'll help you move up and around Marmon's 120+ companies as you grow your skills.
Join the Biggest Small Business You'll Ever Find.
Marmon Industrial Energy & Infrastructure (MIEI) works with six specialty wire, cable, and tubing solution manufacturing companies located throughout North America. We have over 100 years of innovative engineered solutions for critical, industrial, and commercial applications. As part of Marmon, you get the best of both worlds. The strength and stability that comes with being part of Berkshire Hathaway, plus the autonomy and opportunity that comes with working at one of our 120+ companies.
What You'll Do:
As a Finance Intern, you will gain hands-on experience working within our finance and accounting team, contributing to key projects that support reporting requirements, monthly close activities, and process automation initiatives. This internship provides an excellent opportunity to apply your classroom knowledge to real-world accounting functions in a manufacturing environment.
You'll assist in preparing and reviewing account reconciliations, performing data analytics, and supporting month-end close responsibilities. You'll also play a role in our ongoing automation and process improvement projects-validating data accuracy, verifying system functionality, and helping ensure a smooth transition to more efficient financial operations.
Throughout this experience, you will gain exposure to enterprise resource planning (ERP) and financial management systems, learn GAAP-compliant accounting practices, and develop your analytical and technical skills while working closely with experienced finance professionals.
This internship will give you valuable insight into how a finance department operates within a large industrial organization, while helping you build foundational skills for a future career in accounting or finance.
What You'll Need:
Currently pursuing a Bachelor's degree in Accounting, Finance, Business Administration, or a related field
Proficiency in Microsoft Office Suite, with mid-level Excel and Outlook skills
Familiarity with GAAP (Generally Accepted Accounting Principles)
Strong attention to detail, accuracy, and organizational skills
Ability to work independently and collaboratively within a team environment
Entering Sophomore year or higher
Compensation:
$20-$24 per hour, commensurate with relevant experience and educational background
Work Hours/Length of Program:
The internship will run for 12 weeks from May to August
Temporary Part/Full Time, targeting 40 hours per week
Exact start and end dates are flexible based on school schedules and the needs of the business
This is a paid internship
Working Conditions and Physical Demands:
This position is based in an office environment.
Standard full-time hours at a desk or workstation
Frequent computer use for data entry, reporting, and analysis
Minimal lifting required
Successful completion of a drug screening and a physical exam are required for this role
Location:
East Granby, Connecticut - Onsite
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.
How much does a finance associate earn in Waterbury, CT?
The average finance associate in Waterbury, CT earns between $41,000 and $123,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.