Finance consultant jobs in Dayton, OH

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual 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 for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Purpose: As part of the Wealth Management Client Experience Team, the Financial Planner is an integral role to clients and in business activities as they are one of three licensed professionals connected to clients of the firm who have an excess of $500,000 on platform. The Wealth Advisor leads the investment management portion of the relationship and is accountable for business development and new-client onboarding. The Financial Planner supports the Wealth Advisor by attending educational events and building deep relationships with each client to deliver a Raving Fan experience. The Financial Planner also works closely with the Wealth Manager as the primary support. This includes building and maintaining comprehensive financial plans presented by the Wealth Manager, coordination and oversight of planning implementation directly with the client and serving as the client's main point of contact for ongoing services. Although the Financial Planner does not perform the ongoing services, they are the sole point of contact between the client and the firm regarding these services. This professional team, including the Financial Planner, has regular client interaction, proactive outbound calls, and active participation in Goal Review and Risk Audit meetings. The primary measurement of success for the Financial Planner is solving all proactive and reactive transactional client requests quickly and accurately with a high level of communication. Job Responsibilities: Adherence to the Wealth Management core process, while providing proactive and reactive service for clients within the Credent Experience. Meets with assigned clients a minimum of twice per year to foster and build long-term, trusting relationships through the Credent Experience. Assist the Wealth Manager in the Risk Audit gap analysis for clients within the context of their goals and make appropriate recommendations and adjustments as necessary pertaining to insurance, estate, and taxes. Assist the Wealth Manager in the Goal Review Meeting by guiding clients through a process of identifying and prioritizing financial and personal goals inclusive of retirement, college, major purchases, and miscellaneous planning needs. These plans are then stress tested and shared with the client. Serve as the client's main point of contact for all questions regarding the online Credent Portal, ongoing services, and implementation of planning recommendations. Conduct regular outbound calls to keep clients informed of ongoing services, RMDs, and planning implementation. Participate in and support the Wealth Advisor at various firm-sponsored educational and social events with leads and clients. Through deep relational knowledge, execute Raving Fan initiatives each week in cooperation with team members. Work with team members in a way that is conducive with the mission, values, and beliefs of the company to provide client service beyond expectations. Remain knowledgeable of the policies and regulations of the regulatory bodies to ensure compliance with all work activities as well as comply with company-wide policies and regulatory bodies. Equipment Used: Standard office equipment Web conferencing software Cloud-based storage software Finance Planning Software CRM Software Microsoft Office Suite Hours/Travel: Monday through Friday; 8:00 am - 5:00 pm plus occasional evenings and weekends. Meetings and events may require work outside normal office hours and outside of the office. Knowledge, Skills, and Abilities: Progressive analytical knowledge, client service, and interpersonal skills. Excellent verbal, written, and presentation communication skills. General understanding of account types (Roth, IRA, NQ, Trust, TODs, etc.). Adaptable, detail-orientated, and creative problem-solving. Ability to multitask, learn, and think beyond the current process. Proficient in Microsoft Office suite. Knowledge of different business and finance software. Education: Bachelor's degree required preferrable in Finance or Business Administration CFP Preferred Experience: 3+ years in Finance, Banking, Tax, accounting firms, or customer service-related field. Series 65: Series 65 or equivalent required.

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights * Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking * Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance * Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations * Location: In-office presence required * Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience * Education: Bachelor's degree or equivalent skills and work experience * Licensing: State Life & Health, SIE, Series 7, Series 66 * Personal Attributes: values-driven with a track record of success and accomplishment * Communication Skills: excellent interpersonal and communication abilities with strong self-confidence * Mindset: entrepreneurial spirit with a desire to positively impact others' lives * Collaboration: ability to work with and learn from top performers * Work Authorization: must be authorized to work in the United States Training & Development * FINRA Sponsorship: provided for required FINRA licensing * Preliminary Employment Period (PEP): comprehensive 120-day hands-on training * Virtual University: access to Equitable Advisors' Virtual University for continuous learning * Mentorship: opportunities for joint work and mentorship * Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed * Leadership Development: access to Leadership Development School for those with management ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP * Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management * Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. * Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Job DescriptionPrincipal Finance Analyst- Corporate The Prinipal Finance Analyst distills technical analysis of the current financial climate and trends in financial performance into reports and recommendations for how the business operates. By gathering, analyzing, preparing and summarizing recommendations based on financial analysis, he/she will be critical in advisement of business moves such as acquisitions, operational forecasting and other financial plans. Our growth is contingent on finding new avenues to stretch; being well-informed on the financial environment allows us to measure the risk and move forward. Making an impact isn't something reserved for people in corner offices. Here, it comes from people in every corner of the office. People with ambition, optimism and courage. We provide growth and opportunity and give employees flexibility in how they get the job done. You might not expect that from a big company, but we're smart enough to know how to hire the best and when to step aside and let them lead. Our goal is that you never stop learning and you never cease to amaze--especially yourself. If this fits your career goal, we can't wait to welcome you on board.Responsibilities Develops, interprets and implements financial concepts for financial planning and control. Performs technical analysis to determine present and future financial performance. Gathers, analyzes, prepares and summarizes recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts. Performs economic research and studies in the areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements. As a seasoned, experienced professional with a full understanding of area of specialization, he/she resolves a wide range of issues in creative ways. Ability to draw on past experience and current data to influence business partners and provide insightful analytics. Works on problems of diverse scope where analysis of data requires evaluation of identifiable factors. Demonstrates good judgment in selecting methods and techniques for obtaining solutions. Networks with senior internal and external personnel in own area of expertise. Possesses a higher level of data analysis skills and knowledge of planning & forecasting. Ability to work in cross functional teams and work more independently. Qualifications Advanced degree in finance and relevant experience in planning & forecasting/budgeting required. Requires a minimum of 8-12 years of experience and a Master's degree preferred. All the above duties and responsibilities are essential job functions for which reasonable accommodation will be made. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. This position description is not to be construed as an exhaustive statement of duties, responsibilities or requirements. Employees may be required to perform any other job-related instructions as requested by their leader, subject to reasonable accommodation.

Country USA State Ohio City Cincinnati Descriptions & requirements About the role: As a Financial Analyst with TQL, you will be a key contributor within our finance department. You will be working directly with a wide range of business units to identify opportunities for revenue growth, productivity enhancements, and cost savings. You will generate budgets, reports, and insightful analyses. You will help TQL continue and sustain its growth. What's in it for you: * $65,000 - $78,000 base salary + performance bonuses * Work alongside an industry-leading FP&A team * Comprehensive benefits package * Health, dental and vision coverage * 401(k) with company match * Perks including employee discounts, financial wellness planning, tuition reimbursement and more * Certified Great Place to Work with 800+ lifetime workplace award wins What you'll be doing: * Financial Analysis and Reporting: * Provide insightful financial analysis, highlighting key performance drivers, trends, and potential risks to senior management in order to improve operational and financial KPIs * Develop and present regular financial reports, performance dashboards, and variance analyses to support decision-making * Financial Planning and Budgeting: * Contribute to the development of comprehensive financial plans and annual budgets in alignment with the company's strategic objectives * Collaborate with department heads and business leaders * Ensure accuracy and completeness of financial forecasts and budgets * Cross-Functional Collaboration: * Provide financial insights to support cross-functional initiatives, cost optimization, and revenue growth strategies * Foster a culture of financial discipline and data-driven decision-making throughout the organization * Forecasting and Scenario Planning: * Conduct scenario analysis and sensitivity testing to assess the potential impact of various business decisions and external factors on financial outcomes * Use forecasting models to project financial performance and identify opportunities for improvement or cost-saving measures * Building a Best-in-Class Finance Organization * Establish new financial processes and reports * Learn, utilize, and maximize the value of newly implemented financial systems What you need: * Bachelor's degree in Finance, Economics, Mathematics, Engineering or other related field - MBA or master's degree in Finance is a plus * 1-4yrs of related finance, industry or equivalent internships * Outstanding problem solving and analytical skills; experience with Power BI or Oracle Essbase/Hyperion is a plus * The ability to define problems, seek and collect data, synthesize the data, and communicate it effectively to create change * Strong oral and written communication skills, with ability to effectively communicate with a variety of disciplines and diverse groups of people * Comfortable working in a fast paced, sales organization with ever-changing business needs and the ability to handle multiple projects simultaneously * Ability to build and maintain strong cross-functional partnerships at all levels of the organization Where you'll be: 4289 Ivy Pointe Blvd Cincinnati, OH 45245 Employment visa sponsorship is unavailable for this position. Applicants requiring employment visa sponsorship now or in the future (e.g., F-1 STEM OPT, H-1B, TN, J1 etc.) will not be considered. About Us Total Quality Logistics (TQL) is one of the largest freight brokerage firms in the nation. TQL connects customers with truckload freight that needs to be moved with quality carriers who have the capacity to move it. As a company that operates 24/7/365, TQL manages work-life balance with sales support teams that assist with accounting, and after hours calls and specific needs. At TQL, the opportunities are endless which means that there is room for career advancement and the ability to write your own paycheck. What's your worth? Our open and transparent communication from management creates a successful work environment and custom career path for our employees. TQL is an industry-leader in the logistics industry with unlimited potential. Be a part of something big. Total Quality Logistics is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, genetic information, disability or protected veteran status. If you are unable to apply online due to a disability, contact recruiting at ****************** *

Due to our continued growth, we are seeking an entry-level Financial Analyst to join our Revenue Recognition team! This is a vital role in our Finance department whose success relies upon your finely tuned skills and background. If you are ready to make a difference, you must be able to accomplish these tasks: Responsibilities * Assess, consolidate, and record revenue each month in accordance with proportional performance and unitized accounting principles. * Coordinate monthly reporting and forecasting of revenue at a project level while meeting established deadlines. * Review executed client task orders and change orders and assess resulting impact to revenue. * Maintain revenue models and systems that drive the revenue reporting process, and support enhancements to those models and systems. * Partner with various Operational and Support departments (Commercial Operations & Project Management) throughout the Organization to assess financial performance. * Participate in the preparation and presentation of internal financial reports to Senior Management and other various business end users. * Provide support in special projects which will provide an opportunity to flex their finance, accounting, analytical, and business understanding to improve an existing process. Qualifications * Bachelor's Degree in Accounting, Finance or equivalent discipline with 0-3 year of experience * Highly organized, possess high attention to detail, deadline oriented * Excellent analytical and communication (both verbal and written) skills * Advanced knowledge of MS Excel * Ability to establish and maintain good relationships with all levels of management * Team player with the ability to work independently with minimal supervision if needed Medpace Overview Medpace is a full-service clinical contract research organization (CRO). We provide Phase I-IV clinical development services to the biotechnology, pharmaceutical and medical device industries. Our mission is to accelerate the global development of safe and effective medical therapeutics through its scientific and disciplined approach. We leverage local regulatory and therapeutic expertise across all major areas including oncology, cardiology, metabolic disease, endocrinology, central nervous system, anti-viral and anti-infective. Headquartered in Cincinnati, Ohio, employing more than 5,000 people across 40+ countries. Why Medpace? People. Purpose. Passion. Make a Difference Tomorrow. Join Us Today. The work we've done over the past 30+ years has positively impacted the lives of countless patients and families who face hundreds of diseases across all key therapeutic areas. The work we do today will improve the lives of people living with illness and disease in the future. Cincinnati Perks * Cincinnati Campus Overview * Flexible work environment * Competitive PTO packages, starting at 20+ days * Competitive compensation and benefits package * Company-sponsored employee appreciation events * Employee health and wellness initiatives * Community involvement with local nonprofit organizations * Discounts on local sports games, fitness gyms and attractions * Modern, ecofriendly campus with an on-site fitness center * Structured career paths with opportunities for professional growth * Discounted tuition for UC online programs Awards * Named a Top Workplace in 2024 by The Cincinnati Enquirer * Recognized by Forbes as one of America's Most Successful Midsize Companies in 2021, 2022, 2023 and 2024 * Continually recognized with CRO Leadership Awards from Life Science Leader magazine based on expertise, quality, capabilities, reliability, and compatibility What to Expect Next A Medpace team member will review your qualifications and, if interested, you will be contacted with details for next steps.

Ameritas Investment Partners (AIP) is hiring a Finance Intern - Commercial Mortgage to drive the business by working with the Commercial Mortgage Loan team. AIP is a registered investment advisor managing more than $23 billion in assets under management for insurance companies, public and private pension funds, endowments, foundations, mutual funds, and high net worth individuals. At Ameritas, fulfilling life is what we do daily. We continuously strive to help our customers and employees enjoy life at its very best by reducing uncertainty, helping grow assets and protecting what is most cherished. We're here to help people put worry behind and the future ahead and help enable a life that's rich in family, happiness, health and financial security. When lives are fulfilled, our mission is fulfilled. This internship will begin May 2026. This position is a hybrid role in Cincinnati, OH working partially in-office and partially from home. What you do * Assist with the annual operating statement and inspection review process for commercial mortgage loans by performing analysis of operating statements, rent rolls, and inspection reports. * Add appropriate data to the portfolio management system. * Follow up with management regarding issues documented by inspections or operating statements. * As needed, provide written rationale and recommendations for loans to be added to or removed from portfolio monitoring reports. What you bring * Must be enrolled in a college level degree program -- associate or bachelor level * Finance, Accounting, Economics, Real Estate or Business Administration majors preferred * Able to commit to a full-time, 3-month summer internship working 30-40 hours per week. * Excellent verbal and written communication skills * Skilled in Microsoft Word and Excel * Strong analytical and problem-solving skills * Highly organized and detail-oriented * Ability to work well in a team environment * Self-motivated What we offer * Our company motto is "Fulfilling Life" and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future. * Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers. * We're committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities. This internship is benefits ineligible. An Equal Opportunity Employer: Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we're committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.

Company DescriptionJobs for Humanity is partnering with FIS to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located. Company Name: FIS Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Master of Business Administration Travel Percentage : 5 - 10% Every day, our teams innovate across the world of finance. We collaborate to work smarter, while making a difference. We believe in diversity and inclusivity, giving a voice to everyone on the team. And we celebrate our success together. If you want to make an impact in fintech, we'd like to know: Are you FIS? About the role: As a Financial Analyst, you'll have your finger on the financial pulse of the entire organization. Working with a diverse team, you'll be responsible develop, interpret, and implement financial concepts for financial planning and control. What you will be doing: Perform financial analysis to determine present and future financial performance. Gather, analyze, prepare and summarize recommendations for financial plans, acquisition activity, trended future requirements and operating forecasts. Partner with Line of Business to discuss and establish timelines and methodologies for completing budgets. Track revenue and expenses on a monthly basis, comparing actual to forecasted figures and make necessary adjustments. Perform economic research and studies in areas of rates of return, depreciations, working capital requirements, investment opportunities, investment performance and impact of governmental requirements. Prepare reports for management summarizing results of research, analyses and evaluation of any discrepancies. Research and compile data to forecast and prepare annual and monthly budget projections for a division or similar group of organizations. What you will need: Bachelor's degree is required, Finance or Accounting highly preferred Minimum 5 years of Corporate Finance experience Good understanding of generally accepted accounting principles as well as company accounting policies, procedures and standards Ability to analyze and solve problems using learned techniques and tools Analytical and statistical examination skills Demonstrated ability to plan and accomplish work to ensure critical deadlines are met What we offer you: A career at FIS is more than just a job. It's the change to shape the future of fintech. At FIS, we offer you: A voice in the future of fintech Always-on learning and development Collaborative work environment Opportunities to give back Competitive salary and benefits #LI-CH1 . Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass

Whether you want to work at one of our facilities as the site leader's right hand helping to make business decisions or at headquarters on a larger finance team, we have an opportunity for you. You'll get to work with budgets of various sizes and complexities, while collaborating with others. Our finance and accounting teams span the globe, providing unmatched learning, development, and career growth opportunities. Drive optimal performance ( cost, fulfillment, quality, cash) and profitability through the Supply Chain and Project execution. Interprets simple internal and external business challenges and recommends best practices to improve products, processes or services. Stays informed of industry trends that may influence work. Job Description Roles and Responsibilities * Management of a team responsible for activities that coordinate process and operations across the global supply chain network. * Requires specialized depth and/or breadth of expertise within their discipline. May require strong commercial awareness, and is expected to influence the development of strategy within own area, including control of resources and influences policy formulation. * May lead functional teams or projects with minimal resource requirements, risk, and/or complexity. Communicates difficult concepts and may influence others' options on particular topics. May guide others to consider a different point of view. * Impacts the team's ability to achieve service, quality and timeliness of objectives. Work is subject to functional policy objectives. Regularly advises management in the function and/or in the business. Has a supportive role in decision making about important subjects. High levels of evaluative judgment are required to achieve outcomes required. * Uses high level of judgment to make decisions and handle complex tasks or problems that impact the function. Has ability to assess quality of information given and ask pertinent questions to stakeholders. Able to offer new solutions to problems outside of set parameters and is able to construct and provide recommendations. Uses multiple internal and some external sources outside of own function to help arrive at a decision. Required Qualifications * Bachelor's Degree accredited college or university + Minimum of 5 years of finance/accounting experience Desired Characteristics * Strong oral and written communication skills. * Strong interpersonal and leadership skills. * Demonstrated ability to analyze and resolve problems. * Demonstrated ability to lead programs / projects. * Ability to document, plan, market, and execute programs. * Established project management skills. Additional Information GE Aerospace offers a great work environment, professional development, challenging careers, and competitive compensation. GE Aerospace is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE Aerospace will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). Relocation Assistance Provided: No

Join PatientPoint to be part of a dynamic team creating change in and around the doctor's office. As a leading digital health company, we innovate to positively impact patient behaviors. Our purpose-driven approach offers an inspirational career opportunity where you can contribute to improving health outcomes for millions of patients nationwide. Job Summary The PatientPoint Finance team is in an exciting season of building and growing its team. We are actively looking for an enthusiastic individual to join our already engaged and committed team. If you are interested in an opportunity to learn and grow, and passionate about meaningful work, a world-class culture and exceptional leadership, PatientPoint could be the perfect fit for you! What You'll Do * Assist with monthly close tasks such as variance explanations, flux analysis, and supporting documentation requests * Support month-end financial reporting preparation, including management reporting packages and KPI updates * Conduct thorough financial analysis of company performance and month-end financial results. Compare variances between actual and budgeted results. * Assist in developing revenue and expense forecasts through trend analysis and discussions with senior management * Support the buildout and refinement of financial models used for forecasting, budgeting, and long-range planning * Assist in annual budget preparation, including departmental budget templates and consolidation * Help maintain financial dashboards and improve reporting processes through automation or standardization * Partner with cross-functional teams (Sales, Operations, HR) to gather inputs for forecasts, budgets, and financial reviews * Contribute to special projects and ad hoc analysis, including cost-savings initiatives, ROI evaluations, and scenario modeling What We Need * Currently pursuing a degree in Finance, Accounting or related field * Proficient in Microsoft Excel * Basic understanding of accounting principles and financial statements Desired Qualifications * Experience: proven success in a Finance, Accounting, or relevant Internship. * Experience working with Salesforce, NetSuite Accounting Software, and NetSuite Planning and Budgeting * Familiarity with financial modeling or data visualization tools is a plus (e.g., Looker, Power BI, Tableau) * Strong verbal and written communication skills What You'll Need to Succeed * Maintain a positive attitude and an eagerness to learn and contribute * Strong attention to detail and solid organizational skills * Ability to work independently and as part of a team in a fast-paced environment * Comfort working with data and asking questions to better understand business drivers About PatientPoint: PatientPoint is the Point of Change company, transforming the healthcare experience through the strategic delivery of behavior-changing content at critical moments of care. As the nation's largest and most impactful digital network in 30,000 physician offices, we connect patients, providers and health brands with relevant information that is proven to drive healthier decisions and better outcomes. Learn more at patientpoint.com. Latest News & Innovations: * Named A Best Place to Work Across Multiple Prestigious Platforms! Read More * Featured on Built In's article "Companies That Pay Well". Read More * Now Culture Content Certified by VentureFizz. Read More What We Offer: We know you bring your whole self to work every day, and we are committed to supporting our full-time teammates with a comprehensive range of modernized benefits and cultural perks. We offer competitive compensation, flexible time off to recharge, hybrid work options, mental and emotional wellness resources, a 401K plan, and more. While these benefits are available to full-time team members, we strive to create a positive and supportive environment for all teammates. PatientPoint recognizes that privacy is important to you. Please read the PatientPoint privacy policy, we want you to be familiar with how we may collect, use, and disclose your information. Employer is EOE/M/F/D/V

This position is responsible for staff accounting functions in the Accounting Department of altafiber. **Responsibilities:** + Assist in the preparation of reports that are filed with the Securities and Exchange Commission, including quarterly financial statements (Form 10-Q), annual financial statements (Form 10-K), employee benefit plans (Form 11-K), and other reports + Perform various analyses of the Company's financial results + Assist with the monthly close process, including preparation of journal entries and account reconciliations + Assist with special projects as needed **Education:** + Candidate pursuing a Bachelor's degree in Accounting required + Must have completed introduction to accounting classes. + Must have a 3.6 GPA or higher. **Special Knowledge/Skills:** + Ability to learn quickly and adapt in a fast-paced environment + Basic computer skills, including Microsoft Excel. + Excellent written and oral communication skills + Attention to detail and excellent organizational skills + No previous job experience, certification, licenses, or other experiences required Equal Opportunity Employer: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran

Skills & Experience • Education\: Bachelor's degree or equivalent skills and work experience • Licensing\: State Life & Health, SIE, Series 7, Series 66 • Personal Attributes\: values-driven with a track record of success and accomplishment • Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence • Mindset\: entrepreneurial spirit with a desire to positively impact others' lives • Collaboration\: ability to work with and learn from top performers • Work Authorization\: must be authorized to work in the United States Training & Development • FINRA Sponsorship\: provided for required FINRA licensing • Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training • Virtual University\: access to Equitable Advisors' Virtual University for continuous learning • Mentorship\: opportunities for joint work and mentorship • Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed • Leadership Development\: access to Leadership Development School for those with management ambition • Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits • Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP • Stable Pay\: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management • Commissions and Bonus\: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. • Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29) Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights • Client Engagement\: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking • Financial Strategy Development\: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance • Product and Service Consultation\: Discuss financial products and services tailored to clients' unique situations • Location\: In-office presence required • Work-Life Balance\: Flexible schedule to maximize productivity and personal time

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights * Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking * Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance * Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations * Location: In-office presence required * Work-Life Balance: Flexible schedule to maximize productivity and personal time Skills & Experience * Education: Bachelor's degree or equivalent skills and work experience * Licensing: State Life & Health, SIE, Series 7, Series 66 * Personal Attributes: values-driven with a track record of success and accomplishment * Communication Skills: excellent interpersonal and communication abilities with strong self-confidence * Mindset: entrepreneurial spirit with a desire to positively impact others' lives * Collaboration: ability to work with and learn from top performers * Work Authorization: must be authorized to work in the United States Training & Development * FINRA Sponsorship: provided for required FINRA licensing * Preliminary Employment Period (PEP): comprehensive 120-day hands-on training * Virtual University: access to Equitable Advisors' Virtual University for continuous learning * Mentorship: opportunities for joint work and mentorship * Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed * Leadership Development: access to Leadership Development School for those with management ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Compensation & Benefits * Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP * Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management * Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. * Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)

Job DescriptionSenior Financial Analyst - CFO Team Are you interested in joining the fastest growing company in the city? Our client is newly international, hiring career aggressive high achievers to be the next generation of leaders. They offer highly competitive comp packages & fantastic PTO! General Function Responsible for the execution of highly complex financial analysis and business improvement of all key areas. Serve as financial leader to assigned lines of business and affiliates to understand and meet the information needs required to sustain growth. Focus on providing value-added analysis and recommendations to support business growth. Leads the education and development of less experienced staff. **This CFO Team focuses on Forecasting, Planning, Reporting, and Financial Project Management for Capital Projects and Long Range Planning. Position will partner with portfolio management team to asses risks, tying business projects with financial goals to ensure success. High visibility team requiring exceptional communication skills. Essential Duties + Responsibilities Leads peers in the identification of key business factors (both internal and external) that impact all lines of business. Maintains an up-to-date knowledge base to keep current on existing and emerging issues; applies this knowledge to assist business managers in sustaining growth. Develops recommendations and action plans to support growth and eliminate or mitigate observed risks. Plays a lead role in the execution of financial analysis and in driving business results. Prepares and analyze monthly reports for all lines of business and affiliates. Investigates and documents unusual items. Performs maintenance on existing schedules and reports for changes to information. Documents, evaluates and improves design of reports and processes to ensure that analytical tools evolve as business changes. Develops trend analyses and other quantitative reports to determine business trends. Manages the documentation of financial plans and analysis in a format appropriate for meetings with senior management. Establishes, fosters and maintains working relationships with peers and management within Finance, affiliates and all lines of business. Serves as the financial leader to all lines of business and affiliates. Attends meetings with peers to maintain knowledge of current and emerging issues and risks in respective focus areas. Is an active participant in process improvement and problem resolution of issues. Serves in a lead role with the preparation and analysis of annual profit plan and rolling forecast for all lines of business. Analyzes business performance, make recommendations for improvements and measure progress. Success will be measured by outcomes. (i.e., business improvement) Works closely with finance leadership to develop metrics and variance analysis of actual results. Assists with the development of presentations and discussion documents to highlight business issues and opportunities. Creates and publishes graphic metrics to communicate business results and status. Assists finance leaders with the automation of data collection, analysis and communication. Provides training and guidance to less experienced analysts. Allocates work and reviews work of less experienced staff. Works with staff to set and achieve department objectives. Guides and advises subordinates. Resolves routine personnel issues. Develops cross training programs and ensures the adequate delegation of duties and responsibilities. Recruits, develops and exports talent. Acts as Supervisor or Team Leader to assigned team. May be responsible for incentive plan administration. Supervisory ResponsibilitiesResponsible for providing employees timely, candid and constructive performance feedback; developing employees to their fullest potential and provide challenging opportunities that enhance employee career growth; developing the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees accomplishments. Minimum Knowledge, Skills + Abilities Required Bachelor's degree required. MBA or CPA preferred. Thorough knowledge of GAAP strongly desired. Typically requires minimum of seven years of accounting or finance related experience in industry or public the accounting. Proficient with MS-Windows and other related PC applications. Possess the desire and ability to learn mainframe applications, and automated data analysis tools and techniques. This position requires excellent analytical, verbal and written communication skills necessary to interact with personnel ranging from clerical staff to more senior management. Demonstrated proficiency in performance measurement tools and technology. Ability to work both individually and as a member of a team. Ability to maintain professional composure in a dynamic work environment that often requires management/completion of multiple tasks. Demonstrate sound judgment as well as apply logical/critical thought processes. *Rainmaker is a search firm focused in Finance, Accounting, Tax, Audit, Risk & Compliance,Treasury, M&A, Investor Relations, Financial Data, Business Intelligence and Analytics recruiting. Certified Woman Owned Business by WBENC 7 Consecutive Years named a Largest Executive Search Firm by Cincinnati Business Courier Largest Women-Owned Business by Columbus Business First To view more active searches visit our website: www.RainmakerResourcesLLC.com

Whether you want to work at one of our facilities as the site leader's right hand helping to make business decisions or at headquarters on a larger finance team, we have an opportunity for you. You'll get to work with budgets of various sizes and complexities, while collaborating with others. Our finance and accounting teams span the globe, providing unmatched learning, development, and career growth opportunities. Drive optimal performance ( cost, fulfillment, quality, cash) and profitability through the Supply Chain and Project execution. Interprets simple internal and external business challenges and recommends best practices to improve products, processes or services. Stays informed of industry trends that may influence work. **Job Description** **Roles and Responsibilities** + Management of a team responsible for activities that coordinate process and operations across the global supply chain network. + Requires specialized depth and/or breadth of expertise within their discipline. May require strong commercial awareness, and is expected to influence the development of strategy within own area, including control of resources and influences policy formulation. + May lead functional teams or projects with minimal resource requirements, risk, and/or complexity. Communicates difficult concepts and may influence others' options on particular topics. May guide others to consider a different point of view. + Impacts the team's ability to achieve service, quality and timeliness of objectives. Work is subject to functional policy objectives. Regularly advises management in the function and/or in the business. Has a supportive role in decision making about important subjects. High levels of evaluative judgment are required to achieve outcomes required. + Uses high level of judgment to make decisions and handle complex tasks or problems that impact the function. Has ability to assess quality of information given and ask pertinent questions to stakeholders. Able to offer new solutions to problems outside of set parameters and is able to construct and provide recommendations. Uses multiple internal and some external sources outside of own function to help arrive at a decision. **Required Qualifications** + Bachelor's Degree accredited college or university + Minimum of 5 years of finance/accounting experience **Desired Characteristics** + Strong oral and written communication skills. + Strong interpersonal and leadership skills. + Demonstrated ability to analyze and resolve problems. + Demonstrated ability to lead programs / projects. + Ability to document, plan, market, and execute programs. + Established project management skills. **Additional Information** GE Aerospace offers a great work environment, professional development, challenging careers, and competitive compensation. GE Aerospace is an Equal Opportunity Employer (****************************************************************************************** . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law. GE Aerospace will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable). **Relocation Assistance Provided:** No GE Aerospace is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.

The Medpace Finance & Accounting Internship Program is a flexible, paid professional development opportunity that offers hands-on finance and accounting experience. Internships are in-person and will vary in scope by department. Our interns will: * Have an opportunity to have a real impact on business objectives • Gain skills and meaningful work experience and targeted educational opportunities to develop as future leaders• Build experience in financial concepts, critical thinking and business acumen• Learn to clearly communicate in a financial environment• Receive mentoring, have exposure to executive leadership and participate in Medpace social and networking activities• Opportunity to potentially rotate to other Finance & Accounting departments Positions are available in the following departments:• Corporate Accounting * Vendor Management * Financial Planning & Analysis * Account Management Responsibilities * Play an integral role in valuation, analysis, and forecasting processes and assessments. Furthermore, provide analysis and explanation of significant trends and contribute to the presentation of periodic financial results to management. * Contribute to the development and maintenance of standardized best practices pertaining to the reporting and analysis of financial results, including the design of management reporting, analytical tools and related processes. * Integrate data from across various groups to construct an overall understanding of performance that delivers meaningful information. * Maintain financial models and systems that drive financial budgeting and reporting process, and support enhancements to those models and systems * Partner with various Operational and Support departments (Commercial Operations & Project Management) throughout the Organization toassess financial performance and develop forecasts and budgets. * Participate in the preparation and presentation of internal financial reports to Senior Management and other various business end users. * Assist with the development of departmental SOPs and/or other departmental process and procedures documents as needed. * Provide support in special projects which will provide an opportunity to flex their finance, accounting, analytical, and business understanding to improve an existing process. Qualifications * Pursuing a Bachelor's Degree in Finance or Accounting• Highly organized, possess high attention to detail, deadline oriented• Excellent analytical and communication (both verbal and written) skills• A minimum cumulative GPA of 3.5• Advanced knowledge of MS Excel• Ability to establish and maintain good relationships with all levels of management• Team player with the ability to work independently with minimal supervision if needed Medpace Overview Medpace is a full-service clinical contract research organization (CRO). We provide Phase I-IV clinical development services to the biotechnology, pharmaceutical and medical device industries. Our mission is to accelerate the global development of safe and effective medical therapeutics through its scientific and disciplined approach. We leverage local regulatory and therapeutic expertise across all major areas including oncology, cardiology, metabolic disease, endocrinology, central nervous system, anti-viral and anti-infective. Headquartered in Cincinnati, Ohio, employing more than 5,000 people across 40+ countries. Why Medpace? People. Purpose. Passion. Make a Difference Tomorrow. Join Us Today. The work we've done over the past 30+ years has positively impacted the lives of countless patients and families who face hundreds of diseases across all key therapeutic areas. The work we do today will improve the lives of people living with illness and disease in the future. Cincinnati Perks * Cincinnati Campus Overview * Flexible work environment * Competitive PTO packages, starting at 20+ days * Competitive compensation and benefits package * Company-sponsored employee appreciation events * Employee health and wellness initiatives * Community involvement with local nonprofit organizations * Discounts on local sports games, fitness gyms and attractions * Modern, ecofriendly campus with an on-site fitness center * Structured career paths with opportunities for professional growth * Discounted tuition for UC online programs Awards * Named a Top Workplace in 2024 by The Cincinnati Enquirer * Recognized by Forbes as one of America's Most Successful Midsize Companies in 2021, 2022, 2023 and 2024 * Continually recognized with CRO Leadership Awards from Life Science Leader magazine based on expertise, quality, capabilities, reliability, and compatibility What to Expect Next A Medpace team member will review your qualifications and, if interested, you will be contacted with details for next steps.

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.

Job DescriptionResponsible for providing financial operational support to the clinical support services team (laboratory and pharmacy). Assists the Director of Finance, Clinical Support Services and the executive team by providing financial analytics to support strategy, savings initiatives, and monitor financial performance, monitors accounts receivable and develops/produces operational reports. Essential Functions• Monitors and performs analysis on lab and pharmacy accounts receivable.• Assists with productivity analysis for lab and pharmacy teams.• Produces various standardized operational reports for distribution to clinical support services team.• Assists in the improvement, development and creation of standardized operation reports.• Provides financial data to outside consultants and creates ad hoc reports utilizing various data sources and systems as needed• Performances analysis on revenue and costs to identify financial improvement opportunities.• Assists in the financial close process.• Provides support for operational and capital budget development. Employment Qualifications• 1+ year of experience in finance or accounting (healthcare preferred)• Ability to communicate effectively both orally and written.• Effective organizational and communication skills. Ability to prioritize and coordinate multiple projects simultaneously.• Ability to plan, organize, maintain priorities and schedule, to ensure that deadlines are met.• Knowledge and ability in the financial forecasting, business plan development and budgeting processes.• Ability to understand and present statistical/financial information to varying audiences throughout the organization.• Detail oriented, focuses on accuracy of information.• Proficiency in Microsoft computer software tools (spreadsheet, word processing, presentation).• Excellent Excel skills required including proficiency in complex formulas.• SQL/Hyperion experience Preferred

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.