The Financial Analyst II role involves compiling, reviewing, analyzing, and evaluating complex financial data; preparing reports and responding to inquiries; and recommending appropriate action to resolve financial problems while serving as a business advisor for the leadership team of the designated business unit(s) within the organization that the role supports. The Financial Analyst II will generally work under moderate supervision, with considerable latitude for the use of initiative and independent judgment. This position is located in Livonia, MI.
As the Financial Analyst II, you will:
Work closely with business unit leadership to define and track key performance indicators
Contribute to the analysis of income statements, report actual results, prepare quarterly forecasts, annual budgets and five-year projections of the business unit(s).
Analyze monthly financial results (budget and forecast) and prepare and present monthly presentations to the leadership team.
With guidance, perform in-depth analyses of all cost elements with the objective of identifying cost reduction opportunities.
Present finalized financial results to executive leadership.
Prepare business case and financial modeling (with oversight) to support new capital purchases and new business initiatives.
To be considered as a Financial Analyst II, you will need:
Bachelor's degree in Accounting or Finance.
Minimum 3 years of full-time professional level financial analysis experience.
Experience compiling and presenting financial presentations and analysis for senior management.
Strong analytical and problem-solving skills to put together reports, communicate and interpret the results for others.
Detail-oriented with a continuous improvement mindset.
Demonstrated ability to work in a fast-paced environment and handle multiple assignments with a high level of quality.
Strong communication skills with an ability to work with cross-functional staff and all levels of staff
Strong computer skills including Microsoft Office Suite
A successful candidate may also have:
Minimum 4 years of financial analysis, planning or related experience.
Experience in the manufacturing industry.
Strong proficiency in Microsoft Excel.
Experience with OneStream or other financial forecasting/reporting software.
Our full-time benefits include medical, dental, vision, life insurance, earned sick time, STD, LTD, 401K, tuition reimbursement, employee referral program, paid vacation, and paid holidays.
Roush is an EO employer - Veterans/Disabled and other protected categories.
$53k-91k yearly est. 1d ago
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Deal Desk Analyst, Pricing
Onestream Software 4.3
Finance consultant job in Birmingham, MI
Employment Type: Full-Time
Compensation: $68,000.00 - $85,000.00 (Range applies to US candidates only) + Benefits/Variable Comp/Equity - Range may vary based on experience.
Benefits Offered: Vision, Medical, Life, Dental, 401K
Summary
OneStream Software is looking for a Deal Desk Analyst, Pricing to join our Accounting team. Under the supervision of the Manager of Deal Desk and Profitability, the Financial Analyst - Pricing & Profitability is responsible for managing the Company's profitability model and internal profitability reporting. This individual will provide management with analytical performance insights into each of the Company's software revenue streams as well as lead pricing strategy guidance during the sales cycle.
Primary Duties and Responsibilities
Help develop custom quantitative analyses, models and ad-hoc reports to support decision making and provide a deep understanding of the components driving fluctuations and continue to identify areas of opportunity.
Enforce pricing execution and collaborate with Deal Desk and Sale leadership on transactional pricing.
Support profitability system implementation to automate customer profitability review and analysis.
Assist with managing the Company's profitability model as well as creating routine internal reporting (Monthly/Quarterly/Annual) that will be driven from the model.
Ensure financial records are maintained in compliance with accepted policies and procedures.
Review accounting and related system reports for accuracy and completeness.
Reporting activities will require to collaborate with different internal teams to drive business success, including Sales, Pricing and Customer Success and other key groups.
Analyze, synthesize, and make sense of data pulled from multiple sources.
Ensure accurate and timely monthly, quarterly, and year end close reports.
Ability to work in complex situations with varying degrees of ambiguity and change.
Required Education and Experience
Bachelor's degree in fields such as (but not limited to) Accounting, Business, Business Administration or equivalent work experience.
Three years of accounting experience.
Experience with financial analysis of cloud offerings or solutions.
Preferred Education and Experience
Experience with the following technologies:
Sage Intacct
OneStream
ServiceNow
Microsoft Office (i.e. Excel, Outlook, Word)
Knowledge, Skills, and Abilities
Attention to detail and accuracy.
Strong organizational and planning skills.
Strong sense of customer service.
Excellent interpersonal and communication skills.
Able to exercise independent judgment and problem-solve.
High stress tolerance.
Able to work long-hours and a flexible schedule.
Who We Are
OneStream is how today's Finance teams can go beyond just reporting on the past and Take Finance Further by steering the business to the future. It's the only enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution. Our vision is to be the operating system for modern finance, digitizing core financial functions and empowering the CFO to become a critical driver of business strategy. To learn more visit ******************
Why Join The OneStream Team
Transparency around corporate structure, salary, and benefits
Core value of customer success
Variety of project work (not industry-specific)
Strong culture and camaraderie
Multiple training opportunities
Benefits at OneStream
OneStream employees are passionate, hardworking individuals who go above and beyond to keep our customers happy and follow through on our mission statement. They consistently deliver the best and in turn, we make every effort to keep them cared for and happy. A sample of the benefits we provide are:
Excellent Medical Plan
Dental & Vision Insurance
Life Insurance
Short & Long Term Disability
Vacation Time
Paid Holidays
Professional Development
Retirement Plan
All candidates must be legally authorized to work for any company in the country where this position is located without sponsorship.
OneStream is an Equal Opportunity Employer.
#LI-KB1
#LI-Remote
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$68k-85k yearly 2d ago
Financial Analyst
Honor Credit Union 3.8
Finance consultant job in Berrien Springs, MI
Financial Analyst Location: Berrien Springs, MI Job Id: 3148 # of Openings: 1 Financial Analyst - Berrien Springs (Full-Time) This is a Hybrid Work Eligible position. You will be required to come into the Operations Center in Berrien Springs, MI as needed to ensure business needs are met. ABOUT HONOR: At Honor Credit Union, we've been putting members first since 1934. Our team remains true to our member promise:
Providing Solutions For Your Financial Success.
Honor members enjoy extraordinary member service at 28 branches and worldwide through online banking. OUR TEAM: As a team member at Honor Credit Union, you are genuinely part of a family. We leave the term "employee" at the door because you're much more than that; you're a valued member of the Honor Team and its success. We don't settle for good; we aspire to be great, and that starts with the people that live out the "I Am Honor" promise every day. At our core, we are obsessed with providing extraordinary member experience with solutions for financial success. We are rooted in the belief that finances don't have to be intimidating and giving back to the communities we serve is essential. We are made up of outgoing, positive, friendly, and highly experienced people, which creates an inclusive, stimulating atmosphere. Smiling is the epitome of our culture, and like kindness, we believe smiling is contagious - it's no accident that you'll find a smiley face on all things Honor. COMMITMENTS TO LIVING "I AM HONOR":
Act with Urgency and Care - You have the direct authority and responsibility to act and seek out solutions.
The Platinum Rule - Treat others the way they want to be treated.
Make the Connection - Develop genuine relationships so you can provide a "WOW" experience.
See a Need, Fill a Need - Seize opportunities to help others meet their needs, whether they are known or unrealized.
Reason over Rules - Make decisions that are good for the person and good for Honor.
Cultivate Peace & Love - Uphold an environment where diversity is celebrated, kindness is contagious, and everyone belongs.
WHAT WE ARE LOOKING FOR:
Responsible for financial reporting and analysis to assist the credit union in making well-informed business decisions.
Researches, runs queries, helps identify trends, and performs analysis on credit union products and services, working with a variety of software platforms and data sets to provide reliable data that supports optimal decisions.
Assists with formulating strategies for pricing and improving performance.
Conducts market and peer analysis to drive competitive comparisons with strategic decision making.
Delivers informative insights and interprets results of analysis to department managers and team members.
WHAT WE EXPECT FROM YOU:
EDUCATION/CERTIFICATION:
Bachelor's degree in Business or related field, preferably Finance, or an equivalent combination of training and work experience.
EXPERIENCE REQUIRED:
Three to five years of similar or related experience, including preparatory experience.
KNOWLEDGE/SKILLS/ABILITIES:
Knowledge of Honor Credit Union products and services, policies and procedures; as well as applicable NCUA regulations.
Fundamental knowledge of basic accounting, finance, and economic concepts and principles.
Understanding of financial reporting and measurements of financial performance.
Must have a demonstrated ability to keep finances in order.
Excellent oral and written communication abilities.
Well organized and attentive to detail.
Professional and confidentiality traits critical.
Strong analytical skills.
WHAT'S IN IT FOR YOU: Honor has excellent benefits for all full and part time team members. We offer:
Medical with prescription coverage, Dental, and Vision.
401k employer contribution & matching program.
Paid time off and paid holidays (including your birthday!).
Paid community volunteer hours.
Wellbeing spending account.
Various discounts on credit union products and services for team members & their families.
Additional perks included.
Apply for this Position
$59k-93k yearly est. 6d ago
Personal Advisor
Community Choice Credit Union 3.7
Finance consultant job in Michigan
Join Our Team as a Personal Advisor at Community Choice Credit Union!
At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor and become part of a team that's committed, credible, charitable, and united.
Compensation starting at $19.95 an hour!
📄 Formal Application: The formal application can be found attached to this posting . Please review and complete it to take the next step toward joining our team!
What You'll Do as a Personal Advisor:
Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members.
Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs.
Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions.
Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards.
Open accounts, enroll members in services, and clearly explain terms and conditions.
Process and close loan applications, ensuring documentation accuracy and compliance.
Apply security, compliance, and fraud training to protect members and their information.
Meet or exceed sales and service goals while contributing to the success of your team and the organization.
What We're Looking For:
Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities.
Exceptional member service skills: provide timely, courteous, and professional support to internal and external members.
Adaptability: open to change, new responsibilities, and able to handle pressure effectively.
Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas.
Alignment with our core values: credible, charitable, committed, and united.
Qualifications:
High school diploma or GED.
Passion for helping others and improving their financial well-being.
Strong communication, organizational, and multitasking skills.
Why Join Us?
A supportive and collaborative work environment focused on helping members and communities thrive.
Opportunities for personal and professional growth.
Be part of a purpose-driven organization that values integrity, innovation, and inclusion.
Ready to Make a Difference? Apply today using the attached formal application and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!
$20 hourly Auto-Apply 7d ago
Personal Risk Advisor
The Strickland Group 3.7
Finance consultant job in Kalamazoo, MI
Join Us as a Personal Risk Advisor - Protect What Matters Most
Are you passionate about helping people safeguard their lives, assets, and future? As a Personal Risk Advisor, you'll play a key role in guiding clients through personalized risk assessments and providing expert insurance solutions that bring peace of mind.
What You'll Do:
🛡 Assess Individual Risk Profiles - Evaluate clients' personal risk exposure related to health, property, life, and liability.
📋 Recommend Tailored Insurance Solutions - Offer customized coverage plans that align with each client's lifestyle, financial situation, and risk tolerance.
💬 Build Lasting Client Relationships - Act as a trusted advisor by offering ongoing support, regular coverage reviews, and proactive risk management strategies.
🤝 Collaborate with Underwriters & Carriers - Work with insurance partners to secure optimal coverage terms and pricing.
📊 Stay Ahead of Industry Trends - Keep up with evolving risks, products, and regulatory changes to provide timely, value-driven advice.
Who You Are:
✔ Experienced in personal lines insurance or risk advisory
✔ Strong communicator and empathetic listener
✔ Detail-oriented with a consultative sales approach
✔ Skilled in evaluating risk and offering proactive protection strategies
✔ Familiar with insurance products, policies, and CRM tools
Why This Role Stands Out:
✅ Help clients feel confident and secure in their coverage decisions
✅ Be a valued partner in times of need and protection planning
✅ Work in a supportive, people-first culture with growth opportunities
✅ Make a tangible impact in people's lives
🔒 Be the Advisor Who Protects What People Value Most
As a Personal Risk Advisor, you're not just selling insurance-you're providing protection, reassurance, and expert guidance.
👉 Apply now and start making a difference in personal risk management.
$53k-100k yearly est. Auto-Apply 60d+ ago
Advisor, Financial Planning and Analysis
Cardinal Health 4.4
Finance consultant job in Lansing, MI
**_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions.
**_Job Summary_**
+ Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams
+ Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment
+ Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives
+ Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment
**_Responsibilities_**
+ Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings)
+ Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders
+ Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary
+ Employs a process improvement mindset to deliver efficiencies across work areas
+ Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected.
**_Qualifications_**
+ 5+ years' experience in a finance function preferred
+ 2+ years in FP&A roles preferred, preferably in a large complex organization preferred
+ Bachelor's degree preferred, MBA strongly preferred
+ Healthcare industry experience preferred
+ Highly proficient in Microsoft Excel and PowerPoint preferred
**Anticipated salary range:** $80,900 - $115,500
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 1/21/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$80.9k-115.5k yearly 31d ago
Financial Advisor
Northwestern Mutual 4.5
Finance consultant job in Troy, MI
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.
$55k-95k yearly est. Auto-Apply 14d ago
Parish Accounting & Financial Analyst
Archdiocese of Detroit 4.3
Finance consultant job in Detroit, MI
The Parish Accounting & Financial Analyst is the principal finance/accounting contact to Archdiocesan parishes, school, and other related entities. In addition to providing finance/accounting expertise, the analyst's main role is to establish relationships with those entities that allows for open, accurate, and transparent information sharing between them and the Archdiocese; this will include the ability to train/coach users on best practices, as well as on Archdiocesan policies/procedures. ESSENTIAL DUTIES AND TASKS REQUIRED OF THIS POSITION
Provide implementation, training, and full, ongoing support for Archdiocesan-approved accounting systems.
Aid Archdiocesan entities in their understanding and proper implementation of financial and administrative polices, procedures, and governmental regulations; includes budget preparation and reporting, financial reporting, payroll processing, internal controls, benefit administration, and other related business operations.
Assist the Regional Moderator and other Curia staff, regarding requests for updates on the financial status of entities within the region.
Analyze submitted financials to identify trends, areas of concern, and performance enhancement opportunities.
Create reports and tools that will aid in analyzing data, as well as presenting it to Archdiocesan entities in a clear and understandable format.
Become a subject-matter expert in various Archdiocesan projects, so as to ensure efficiency, accuracy, and timeliness in completing said projects.
Other duties as assigned.
QUALIFICATIONS
Ability to build relationships, establish trust and credibility, demonstrate competency, and maintain those relationships
Bachelor's degree in accounting or finance (or a related field with an accounting minor)
Three to five years of accounting experience, with a focus on budgeting and financial analysis
Prior parish/school accounting or not-for-profit accounting experience is a plus
Highly developed skills in the Microsoft Office Suite, with a focus on Word, Excel, PowerPoint and Teams; ability to create/manipulate data via programming means (i.e., macros) is highly desirable
Experience with financial accounting software is required; knowledge of Sage Intacct is a plus
Must be able to attend night/weekend meetings, when necessary
Ability to travel throughout the Archdiocese of Detroit
$54k-68k yearly est. 60d+ ago
Resource Solutions (MI) - Financial Analyst
UHY 4.7
Finance consultant job in Sterling Heights, MI
JOB SUMMARYUHY Advisors' Resource Solutions Group provides clients with accomplished professionals to support finance, accounting, internal audit and tax teams. Whether it is permanent placement, project work, loaned staff support or business process outsourcing-we are ready to meet your needs.
Our team has extensive experience with a wide range of clients from middle market, closely held organizations to large Fortune 500 companies. We focus on finance and accounting, internal audit, IT audit and tax. We offer direct, personal involvement from senior practitioners and strive to meet clients' needs rapidly.JOB DESCRIPTION
This is a pipeline opportunity with UHY Resource Solutions Group rather than an active job opening. While there is no immediate hiring need, we are proactively identifying strong candidates for future Financial Analyst opportunities with our clients. If you are open to exploring potential roles as they arise, we encourage you to submit your information for consideration.
The Financial Analyst will be responsible for analyzing financial data, preparing reports, and providing insights to help guide decision-making. The ideal candidate will have strong analytical skills, attention to detail, and the ability to work with cross-functional teams.
Key Responsibilities:
Analyze financial data and prepare regular reports.
Assist in budgeting, forecasting, and financial planning.
Monitor and track financial performance and key metrics.
Conduct variance analysis and provide recommendations.
Support management in strategic decision-making with financial insights.
Ensure compliance with company financial policies and procedures.
Skills and Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or a related field.
Strong analytical and problem-solving skills.
Proficiency in Microsoft Excel and other financial software.
Attention to detail with the ability to meet deadlines.
Good communication skills and ability to work collaboratively.
WHO WE ARE
UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
WHAT WE OFFER
POSITIVE WORK ENVIRONMENT
Enjoy a collaborative and supportive work environment where teamwork is valued.
ATTRACTIVE COMPENSATION PACKAGES
Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
COMPREHENSIVE BENEFIT PACKAGE
Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
$59k-81k yearly est. Auto-Apply 60d+ ago
Intern - Finance
ITC Holdings 4.7
Finance consultant job in Novi, MI
Join ITC Holdings for our Summer 2026 Internship Program and gain valuable experience supporting Finance business objectives while gaining practical and real-world capability through challenging work assignments.
The ITC Finance intern performs a variety of activities including assisting in preparation of financial analysis, collecting data & developing reports, participating in meetings & recording information, working on special projects and providing research as needed.
ESSENTIAL DUTIES & RESPONSIBILITIES
Collection of data and preparation of financial reports
Assisting in financial analysis
Participating in meetings and recording information
REQUIREMENTS
Minimum 3.0 GPA, Finance, Business or Economics Major
Intermediate knowledge of Excel (comfortable using pivot tables, vlookups and running existing macros)
Comfortable with MS Office suite of products (Outlook, Word, PowerPoint)
Financial and/or Cost Accounting - especially for non-accounting majors
This program is a 12 week program during the summer, with 40 hour work weeks.
Applicants must be authorized to work in the United States for any employer. ITC does not sponsor employment visas, such as H-1B or TN visas.
$35k-45k yearly est. Auto-Apply 8d ago
Finance Summer Intern
Toyoda Gosei North America Corporation 4.4
Finance consultant job in Troy, MI
Job Description
The Toyoda Gosei Group is a leading global manufacturer of rubber and plastic automotive components, safety systems and LEDs. Globally Headquartered in Japan with a network of 67 group companies in 17 countries and regions, the Group brings its extensive range of products to customers all over the world.
Toyoda Gosei North America (located in Troy, MI) has an opening for a Finance Summer Intern. The Finance Intern will assist the Finance team with Fixed Asset activities.
Primary Duties and Responsibilities:
• Assist Fixed Asset Team with processing Unposted / Revised Entries
• Assist with developing the fixed asset disposal process
• Dispose and Transfer Assets
• Support fixed asset physical audits
• Support Fixed Asset on projects and additional duties as needed
Qualifications and Competencies:
• Minimum of 1 year undergraduate studies completed
• Coursework towards a Bachelor's Degree in Accounting or Finance
• Highly proficient in Microsoft Office suite of products (Excel, Word, PowerPoint, Outlook)
• Excellent organization and communication skills required
• Highly analytical and detail-oriented
$34k-43k yearly est. 9d ago
Finance Intern
AAA Life Insurance Company 4.5
Finance consultant job in Livonia, MI
Expected timeframe of internship: Mid- May through August 2026
Understand and gain exposure to the roles and responsibilities of the Investments & Treasuring department at AAA Life.
Gain exposure to working with Investment and Finance Systems (AS400, laservault, Basware, OneStream, Bloomberg).
Tasks to be performed
Prepare account reconciliations
Create journal entries
Assist with daily and monthly investment functions
Assist with daily and monthly treasury functions
Assist with creating a centralized depository for treasury and investment documents, enabling AI queries through internal Co-pilot
Assist with setting up investment forecast for budget purposes.
Qualifications
Rising College Junior and above; (1
st
year Graduate students are also welcome)
Enrollment in an Accounting, Finance or Actuarial programs
Proficiency in PC applications (Excel)
Detailed-oriented, with a high degree of accuracy.
Ability to handle multiple priorities and to be self-motivated.
Work independently and under pressure to meet deadlines.
Work extended hours or weekends as needed (month end processing, summer budget season).
Excellent written and oral communication skills.
$35k-42k yearly est. Auto-Apply 15d ago
Finance Intern
Padnos 3.8
Finance consultant job in Grandville, MI
PADNOS offers internship programs for students to make an impact on sustainability, as well as continue learning and growing towards their career. We recognize the importance of education and ability to learn from our past, present and future. We provide challenging environments for interns to learn what we have worked so hard to achieve in the last century, as well as see the potential for a brighter future.
PADNOS is a full-service recycling company handling paper, plastic, metals and electronic recycling. We tailor recycling programs for consumer and industrial clients throughout the United States. PADNOS was founded over a century ago and continues to transform the recycling industry. The company has thrived as a family business through four generations and has grown to be a market leader and best in class innovator.
Finance Internship Summary:
The Finance Intern will be responsible for supporting the Finance Team with daily responsibilities. The position will focus on accounts payable invoice entry and statement review.
Utility billing allocations project
Unclaimed property resolution
Record credit card receivables and miscellaneous deposits
Work on balance sheet and banking reconciliations
Review accounts payable duplicate payments
Finance Internship Qualifications:
Pursuing a bachelor's degree preferably in Finance or Accounting
Proficient in Microsoft Office (Word, Excel, PowerPoint)
Demonstrated excellent professional verbal and written communication skills
$30k-38k yearly est. 11d ago
Finance Intern
Honor Credit Union 3.8
Finance consultant job in Berrien Springs, MI
Finance Intern Location: Berrien Springs, MI Job Id: 3131 # of Openings: 1 Finance Intern - Berrien Springs (Full-Time) ABOUT HONOR: At Honor Credit Union, we've been putting members first since 1934. Our team remains true to our member promise:
Providing Solutions For Your Financial Success.
Honor members enjoy extraordinary member service at 28 branches, and worldwide through online banking. OUR TEAM: As a team member at Honor Credit Union, you are genuinely part of a family. We leave the term "employee" at the door because you're much more than that; you're a valued member of the Honor Team and its success. We don't settle for good; we strive to be great, and that starts with the individuals that live out the "I Am Honor" promise every day. At our core, we are obsessed with providing extraordinary member experience with solutions for financial success. We are rooted in the belief that finances don't have to be intimidating and giving back to the communities we serve is essential. We are made up of outgoing, positive, friendly, and highly experienced individuals, which creates an inclusive, stimulating atmosphere. Smiling is the epitome of our culture, and like kindness, we believe smiling is contagious - it's no accident that you'll find a smiley face on all things Honor. COMMITMENTS TO LIVING "I AM HONOR":
Act with Urgency and Care - You have the direct authority and responsibility to act and seek out solutions.
The Platinum Rule - Treat others the way they want to be treated.
Make the Connection - Develop genuine relationships so you can provide a "WOW" experience.
See a Need, Fill a Need - Seize opportunities to help others meet their needs, whether they are known or unrealized.
Reason over Rules - Make decisions that are good for the person and good for Honor.
Cultivate Peace & Love - Uphold an environment where diversity is celebrated, kindness is contagious, and everyone belongs.
WHAT WE ARE LOOKING FOR:
Assemble and verify data from a variety of programs for use in financial analysis and report generation.
Assists with market research and competitive analysis for strategic decision making.
Support monthly financial closing process.
Completes special projects as assigned.
WHAT WE EXPECT FROM YOU: EDUCATION/CERTIFICATION:
Pursuing a degree in Finance or related field required.
EXPERIENCE REQUIRED:
Completed or ongoing course work relevant to field of study. Internship for college credit is preferred.
KNOWLEDGE/SKILLS/ABILITIES:
Knowledge of related computer applications including Microsoft Excel.
Familiarity with basic finance fundamentals and accounting concepts.
Must have a demonstrated ability to keep finances in order.
Good math skills.
Attentive to detail and accurate.
Cooperative and wiling to assist others.
Able to use PC, computer applications, and other basic business machines.
Apply for this Position
$29k-34k yearly est. 3d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance consultant job in Lansing, MI
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes.
+ Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies.
+ Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience.
+ Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems.
+ Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce.
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of pricing and/or contracts experience or similar work experience preferred
+ 2+ years in a customer facing capacity highly preferred
+ Experience with the following systems preferred
+ SAP/Business Objects
+ Salesforce
+ MS Excel
+ MS Vizio/Lucid Chart
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#LI-SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 45d ago
Personal Advisor
Community Choice Credit Union 3.7
Finance consultant job in Milford, MI
Job Description Join Our Team as a Personal Advisor at Community Choice Credit Union!
At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor and become part of a team that's committed, credible, charitable, and united.
Compensation starting at $19.95 an hour!
???? Formal Application:
The formal application can be found attached to this posting. Please review and complete it to take the next step toward joining our team!
What You'll Do as a Personal Advisor:
Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members.
Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs.
Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions.
Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards.
Open accounts, enroll members in services, and clearly explain terms and conditions.
Process and close loan applications, ensuring documentation accuracy and compliance.
Apply security, compliance, and fraud training to protect members and their information.
Meet or exceed sales and service goals while contributing to the success of your team and the organization.
What We're Looking For:
Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities.
Exceptional member service skills: provide timely, courteous, and professional support to internal and external members.
Adaptability: open to change, new responsibilities, and able to handle pressure effectively.
Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas.
Alignment with our core values: credible, charitable, committed, and united.
Qualifications:
High school diploma or GED.
Passion for helping others and improving their financial well-being.
Strong communication, organizational, and multitasking skills.
Why Join Us?
A supportive and collaborative work environment focused on helping members and communities thrive.
Opportunities for personal and professional growth.
Be part of a purpose-driven organization that values integrity, innovation, and inclusion.
Ready to Make a Difference?
Apply today using the attached formal application and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!
$20 hourly 7d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance consultant job in Grand Rapids, MI
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 15d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance consultant job in Lansing, MI
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up
+ Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency
+ Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner
+ Work with Manager on more complicated customer setup activities
+ Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues
+ Maintain and enhance internal SOX control structure
+ Identify and implement process improvement initiatives while enhancing standardization across areas
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred
+ Strong experience with MS Excel
+ Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred
+ Business Objects experience a plus
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 38d ago
Personal Advisor
Community Choice Credit Union 3.7
Finance consultant job in Dearborn Heights, MI
Join Our Team as a Personal Advisor at Community Choice Credit Union!
At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor and become part of a team that's committed, credible, charitable, and united.
Compensation starting at $19.95 an hour!
📄 Formal Application:
The formal application can be found attached to this posting. Please review and complete it to take the next step toward joining our team!
What You'll Do as a Personal Advisor:
Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members.
Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs.
Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions.
Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards.
Open accounts, enroll members in services, and clearly explain terms and conditions.
Process and close loan applications, ensuring documentation accuracy and compliance.
Apply security, compliance, and fraud training to protect members and their information.
Meet or exceed sales and service goals while contributing to the success of your team and the organization.
What We're Looking For:
Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities.
Exceptional member service skills: provide timely, courteous, and professional support to internal and external members.
Adaptability: open to change, new responsibilities, and able to handle pressure effectively.
Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas.
Alignment with our core values: credible, charitable, committed, and united.
Qualifications:
High school diploma or GED.
Passion for helping others and improving their financial well-being.
Strong communication, organizational, and multitasking skills.
Why Join Us?
A supportive and collaborative work environment focused on helping members and communities thrive.
Opportunities for personal and professional growth.
Be part of a purpose-driven organization that values integrity, innovation, and inclusion.
Ready to Make a Difference?
Apply today using the attached formal application and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!
$20 hourly Auto-Apply 1d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance consultant job in Grand Rapids, MI
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.