Finance Planning Consultant
Finance consultant job in Indianapolis, IN
Must Have Technical/Functional Skills * Strong knowledge of financial statements (P&L, Balance Sheet, Cash Flow). Knowledge of US GAAP and IFRS. Project and team management experience. * SAP RTR (record-to-report) functional process knowledge in S/4 related to supporting planning, budgeting, and consolidation
* Strong understanding of analytics and reporting best practices.
* Knowledge of Integration of planning solution with BW, S/4HANA.
Roles & Responsibilities
We are seeking an experienced Finance Planning Consultant with strong expertise in SAC Financial planning to lead and support financial planning and reporting initiatives. The consultant will work closely with Corporate Finance Reporting teams to design, develop, and implement SAC-based solutions for planning, budgeting, forecasting, and financial reporting. The associate responsibilities include.
* SAC Implementation:
o Lead end-to-end implementation of SAP Analytics Cloud for planning and reporting.
o Configure SAC models, stories, and dashboards aligned with business requirements.
o Integrate SAC with SAP ERP (S/4HANA) and other data sources.
* Financial Planning & Reporting:
o Collaborate with Corporate Finance teams to understand reporting needs.
o Design and deliver financial reports, KPIs, and analytics through SAC.
o Support budgeting, forecasting, and variance analysis processes.
* Stakeholder Management:
o Act as a liaison between Finance and IT teams to ensure smooth project execution.
o Conduct workshops, training sessions, and provide user support
Generic Managerial Skills, If any
* Excellent communication and presentation skills for stakeholder engagement.
* Strong analytical and problem-solving abilities.
* Ability to manage multiple priorities and deliver under tight deadlines.
* Collaborative mindset with team leadership capabilities.
* Adaptability to work in dynamic and cross-functional environments.
Salary Range: $140,000 $170,000 Year
TCS Employee Benefits Summary:
Discretionary Annual Incentive.
Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans.
Family Support: Maternal & Parental Leaves.
Insurance Options: Auto & Home Insurance, Identity Theft Protection.
Convenience & Professional Growth: Commuter Benefits & Certification & amp; Training Reimbursement.
Time Off: Vacation, Time Off, Sick Leave & Holidays.
Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, Co llege Fund, Student Loan Refinancing.
#LI-SP1
Financial Advisor
Finance consultant job in Indianapolis, IN
The Financial Advisor I is responsible for providing personalized financial advice and guidance to clients, helping them achieve their financial goals. The incumbent is responsible for assessing the clients' financial needs, developing comprehensive financial plans, and recommending appropriate wealth management solutions and services. The Financial Advisor I gain knowledge and experience under the direction of the manager and department leaders through job training, observation, and by obtaining licenses to assist members in determining their financial goals and objectives.
Primary Responsibilities and Duties:
Develop personalized financial plans based on clients' goals, risk tolerance, and planning time.
Recommend suitable financial products and services, including investments, insurance, and retirement plans.
Conduct regular review of clients' financial plans and adjustments and recommendations as necessary.
Schedule and coordinate client meetings and follow-ups.
Completes mutual fund trade tickets, places trades, and monitors for settlement. Processes paperwork for annuities, life products and processes license documentation.
Responsible preparing client paperwork ensuring accuracy and completeness.
Learns the different functions of each area of the Investment Services Department and the policies that impact compliance and service to members.
Observe and assist Financial Advisor II and Financial Advisor III at various branch locations, welcoming members, answering phone inquiries, and meeting with members to discuss their financial situation to gain knowledge, experience on methods and procedures.
Responsible for working with multiple brokerages, mutual fund, and insurance companies to ensure proper documentation of production and reviews, and accurate and timely processing of the pending drawer.
Reviews fact finders and establish client files to meet compliance requirements, runs illustrations and assists in mutual fund performance research.
Participates in marketing activities to increase awareness of Everwise Wealth Management including seminars, lobby days, business development, member referrals and telemarketing.
Assumes additional responsibilities as necessary for the continued growth and advancement of Everwise.
Knowledge/Skills:
Basic understanding of wealth planning concepts and how they fit into wealth management solutions and principles.
Strong familiarity with financial modeling and investment analysis tools
Ability to analyze financial data and market trends
Critical thinking and decision-making skills
Strong verbal and written communication skills
Energetic, self-motivated, positive attitude, and goal oriented.
High degree of integrity and ethical conduct
Ability to be flexible and adaptable.
Proficiency in technology, including the ability to effectively use a variety of software programs and operating systems.
Completes production and traffic reports accurately and on a timely basis.
Minimum Requirements:
High School Diploma or GED
Previous financial advisory or wealth management work experience.
Life insurance licenses required
Series 7 or Series 6 (or Series 66 or Series 65) license required
Bachelor's degree preferred
Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyFinancial Management Advisor
Finance consultant job in Indianapolis, IN
As part of the Government Programs team, you will lead or review large and complex cost reports, including those for transplant and GME at our flagship hospital, as well as the Home Office Cost Statement. Your responsibilities will also include reviewing 6-8 cost reports prepared by team members, and handling Medicaid DSH Eligibility and HSL surveys. You will coordinate projects, analyze financial data, and ensure accuracy in reporting processes to support organizational compliance and financial transparency.
Key Responsibilities
Lead or review complex cost reports for the hospital and Home Office, ensuring accuracy and compliance.
Coordinate the completion of Medicaid DSH Eligibility and HSL surveys.
Review and analyze financial data from 6-8 cost reports prepared by team members.
Manage and support complex projects related to government reimbursement programs.
Collaborate with team members to ensure timely and accurate reporting.
Provide insights and analysis to support decision-making and organizational financial health.
Support ongoing improvements in cost reporting processes and compliance standards.
Month end entries that estimate cost reports
Responsible for tracking and monitoring the half provider tax
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form (****************************************** Og4IQS1J6dRiMo) . The EEOC "Know Your Rights" Poster is available here (*********************************************************************************************** .
To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: *************************************************** .
Skills and Requirements
Bachelors Degree required
5-7 years of relevant experience in financial or operational analysis, especially with complex data sets
Medicare/Medicaid cost reporting (MAC, reimbursement consulting firm, hospital, healthcare)
Eligibility surveys (hospital specific limit)
GME , transplant reimbursements, indiana Medicaid dish
Proven experience coordinating or reviewing large, detailed financial reports.
Strong proficiency in Microsoft Office applications, especially Excel; experience with relational databases and financial or operational modeling is a plus.
Analytical mindset with attention to detail and accuracy.
Ability to manage multiple projects and coordinate cross-functional efforts. - Degree in Finance or a related field
Financial Advisor - Indianapolis, IN
Finance consultant job in Indianapolis, IN
Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.
We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life:
We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.
Who You'll Work With
Corebridge Financial Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading provider of financial planning tools for community members who work in healthcare, higher education, K-12, government, and other not-for-profit institutions. We love what we do and we think you will too.
About the Role
Are you passionate and self-motivated? Do you seek to improve the lives of others in your community? Join Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. If you want the flexibility to create your own schedule and build your career on your terms, join our team.
Responsibilities
You will meet with existing and prospective clients to plan their financial future.
Utilize our company-provided technology and tools to improve your operation.
You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers.
Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices.
To help you get started, we offer you the resources needed to create your own success:
Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match
Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools
Company-paid E&O, licensing fees, continuing education and compliance support
Skills and Qualifications
High school diploma or GED
Ideally, you have 2+ years of experience working as a Financial Advisor.
A proven and successful sales track record.
You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66.
You also have an active state variable life and health license.
Work Location
This position will be located in the Lewisburg/Williamsport, PA area.
Estimated Travel
May include up to 25% travel
#LI-CBF
#LI-KE1
#LI-SAFG
This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial's business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.
Why Corebridge?
At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.
Benefit Offerings Include:
Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
Employee Assistance Program: Confidential counseling services and resources are available to all employees.
Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.
We are an Equal Opportunity Employer
Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.
Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to ******************************************. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.
We will consider for employment qualified applicants with criminal histories, consistent with applicable law.
To learn more please visit: ***************************
Functional Area:
SC - Sales CommissionEstimated Travel Percentage (%): Up to 50%Relocation Provided: NoThe Variable Annuity Life Insurance Company
Auto-ApplyAssistant Financial Advisor
Finance consultant job in Indianapolis, IN
Job DescriptionDescription:
Assistant Financial Advisor (Path to Lead Advisor) - Indianapolis, IN
We are growing and looking for a detail-oriented, client-focused Support Advisor to join our advisory team. This role works directly alongside a Lead Advisor and is ideal for someone who wants a clear, structured path to becoming a Lead Advisor themselves.
If you're committed to client service, enjoy problem-solving, and want a long-term career in wealth management, this is an excellent opportunity.
What You'll Do
Attend client meetings
Prepare meeting agendas, gather data, and create follow-up communications
Deliver exceptional client service and support
Handle client inquiries professionally and promptly
Maintain accurate CRM records
Support financial plan preparation and data input
Participate in team meetings and collaborative projects
What You Bring
Strong client service and communication skills
Proven experience in customer satisfaction roles
Basic understanding of finance
Ability to multitask in a fast-paced environment
Excellent attention to detail
Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)
Why Join Us
Clear, structured track to Lead Advisor
Growth supported by education milestones (SIE, Insurance Licensing, Series 7/66, CFP Prep & Certification)
Collaborative, professional culture
Opportunities to take on more responsibility as you progress
Competitive compensation and benefits
Benefits
Medical, Dental & Vision Insurance
401(k)
Short-Term & Long-Term Disability
Career development support
This role is part of our formal Advisor Career Track, which outlines advancement through Support Levels 1-6 and into Lead Advisor roles, with increasing responsibility and compensation over time
Requirements:
Education & Experience
Bachelor's degree preferred (Finance, Business, Economics, or related field helpful but not required)
1-3 years of experience in financial services, client service, or professional office environment
Experience supporting advisors, planners, or client service teams a plus
Progress toward industry credentials (SIE, Series 65/66, CFP coursework) preferred but not required
Technical Skills
Proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint)
Comfortable learning CRM and planning software (Redtail, Holistiplan, Wealthbox, etc.)
Basic understanding of financial planning concepts, investment types, and account structures
Strong documentation, task-tracking, and workflow management skills
Client Service & Communication
Exceptional verbal and written communication skills
Ability to explain processes clearly and professionally
Demonstrated success in high-touch client service roles
Strong emotional intelligence and confidence interacting with clients at all wealth levels
Organizational & Analytical Skills
High attention to detail with low error rates
Ability to manage multiple tasks in a fast-paced environment
Strong problem-solving skills with the ability to anticipate advisor and client needs
Skilled at organizing data and preparing meeting materials
Professional Attributes
Team-player mindset with a willingness to learn and grow into an advisor role
Resourceful, self-motivated, and takes ownership of work
Maintains confidentiality and handles sensitive information appropriately
Positive attitude, adaptable, and calm under pressure
Inbound Financial Sales Representative
Finance consultant job in Zionsville, IN
Group 1001 is a consumer-centric, technology-driven family of insurance companies on a mission to deliver outstanding value and operational performance by combining financial strength and stability with deep insurance expertise and a can-do culture. Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most valuable assets - our employees.
Why This Role Matters:
As the Inbound Sales Representative, you will build and maintain business relationships with advisors and Independent Marketing Organizations (IMOs) who market our products and services to meet or exceed established individual and team sales goals and help the advisor provide the right solutions to their clients. This is a consultative phone-based position responding to agent and marketers received via inbound calls. You will answer questions in a variety of areas including product features, performance, literature requests and hypothetical illustrations. You will receive the proper training and develop your skillset to be able to do the following responsibilities.
How You'll Contribute:
* First line of client facing contacts on incoming calls, Phone Sales and Support
* Provides product and illustration sales support
* Fields inbound calls from Delaware Life Toll Free lines, priority for the ACD Q Calls
* Identify cross sell opportunities and build strong Delaware Life brand with the incoming callers
* Generate illustrations and webinars from the incoming calls
* Helps and participates with Delaware Life marketing campaigns follow through in support of external and internal wholesalers
* Resolves client concerns
* Responds to voicemail/email requests
* Fulfills literature requests
* Participates in team meetings and training programs
* Identifies client situation and present options available
* Maintains integrity of broker database
* Demonstrates knowledge of Delaware Life's products
* Support inbound telephone queue where you will answer product and rate questions, fulfill requests for marketing collateral, application kits, and hypothetical illustrations
* Serve as trouble-shooter and problem solver for advisors on product and process issues and maintain a strong knowledge of available corporate resources, referring advisors to appropriate areas as necessary to ensure problem resolution
* Document activity in the CRM system (Salesforce) i.e. appointments, sales calls, follow-ups, call campaigns and sales opportunities etc.
* Productively work together and collaborate with other home office departments
* Demonstrate excellent listening skills to better assess an advisor's needs and determine the type of sales support necessary to accomplish the objective and add value to the products
* Keep the senior sales desk representative appraised of any training or development needs that will result in greater performance and personal growth.
* Under limited direction, uses specialized knowledge and skills obtained through education and experience to help advisors and other duties as assigned
What We're Looking For:
* Bachelor's degree or equivalent experience
* At least 2 years of sales, marketing, or customer service experience in the financial services industry
* Strong knowledge of annuity, insurance or investment products preferred
* Active FINRA Series 6, 63 and State Life and Health licenses preferred or obtain within 3 months of hire
* Strong oral and written communication skills. Capable of presenting technical product knowledge with professional phone and/or face to face skills
* Highly motivated and able to work independently and perform under pressure. Ability and desire to spend significant portion of job developing relationships virtually and over the phone
* Excellent interpersonal skills and ability to work in a team environment. Strong territory management, independence and organizational skills
* Working knowledge of office automation tools; experience with contact management tools a plus
* Organizational, communication (verbal and written)
* Problem solving, mathematical, statistical, and analytical
* Strong interpersonal, telephone and presentation skills
* Ability to adapt quickly to change and consistently demonstrate strong attention to detail
Benefits Highlights:
Employees who meet benefit eligibility guidelines and work 30 hours or more weekly, have the ability to enroll in Group 1001's benefits package. Employees (and their families) are eligible to participate in the Company's comprehensive health, dental, and vision insurance plan options. Employees are also eligible for Basic and Supplemental Life Insurance, Short and Long-Term Disability. All employees (regardless of hours worked) have immediate access to the Company's Employee Assistance Program and wellness programs-no enrollment is required. Employees may also participate in the Company's 401K plan, with matching contributions by the Company.
Group 1001, and its affiliated companies, is strongly committed to providing a supportive work environment where employee differences are valued. Diversity is an essential ingredient in making Group 1001 a welcoming place to work and is fundamental in building a high-performance team. Diversity embodies all the differences that make us unique individuals. All employees share the responsibility for maintaining a workplace culture of dignity, respect, understanding and appreciation of individual and group differences.
#LI-JL1
Auto-ApplyFinancial Advisor
Finance consultant job in Noblesville, IN
Application Deadline:
02/27/2026
Address:
13225 Tegler Drive
Job Family Group:
Wealth Sales & Service
Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and services (e.g. mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, annuities, retirement savings plans, and other similar products). Provides other solutions indirectly through referrals to business partners.
Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales, and financial planning.
Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.
Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments).
Implements a relationship management plan in collaboration with the lead relationship manager.
Determines client needs and provides solutions though the sales of managed products and services.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Provides advice and guidance to assigned business/group on implementation of solutions.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Helps determine business priorities and best sequence for execution of business/group strategy.
Conducts independent analysis and assessment to resolve strategic issues.
Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones.
Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Monitors and tracks performance and addresses any issues.
Designs and produces regular and ad-hoc reports, and dashboards.
Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels.
Provides input into the planning and implementation of operational programs.
Executes work to deliver timely, accurate, and efficient service.
Identifies business needs, designs and develops tools and training programs; may include delivery of training to audiences.
Employs systems (e.g. customized exception reports, tracking reports, etc.) to manage information.
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Supports the development and promotion of a business/group program.
Works collaboratively and in partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client experience.
Introduces clients to investment strategies and works with clients to develop a financial plan utilizing appropriate guidance tools.
Implements a relationship management plan in collaboration with the lead relationship manager.
Implements business development strategies to acquire new business (e.g. outbound calling campaigns, conducting seminars) and cultivate branch employee referrals.
Communicates effectively with sales management and sales force to keep them informed of product developments and initiatives.
Coaches and advises others on the team by conducting joint appointments and sharing product knowledge and sales tips.
Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders.
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
Identifies and recommends ways to enhance the client experience.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, which may include unique situations.
Broader work or accountabilities may be assigned as needed.
Qualifications:
Typically, between 4 -6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
FINRA Series 6, 63 & 65 Licenses OR FINRA Series 7 & 66 licenses.
Life and Health Insurance Producer's License.
Completed LTC Continuing Education Requirements.
Strong working knowledge of financial industry.
In-depth experience working with managed products and providing fee-based advice.
In-depth understanding of deposit and loan (including mortgage) products and banking services.
Technical proficiency gained through education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.
Salary:
$51,800.00 - $95,900.00
Pay Type:
Salaried & Commission
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplyAdvisor, Finance Operations (Medical Customer Rebates)
Finance consultant job in Indianapolis, IN
**_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_**
+ Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions
+ Calculation of rebates for accruals and payouts
+ Preparing audit packages and submit for approval
+ Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts
+ Provide detailed reporting for completed payouts
+ Validating GPO Admin fee data for monthly payouts
+ Own and manage any Admin Fee escalations to resolution
+ Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely
+ Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders
+ Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts
+ Maintain and enhance SOX internal control structure
+ Help support current payout and reporting requests and processes
+ Work with manager on more complicated customer and transaction activities
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred
+ Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP)
+ Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards 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:** 01/02/2026 *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 (***************************************************************************************************************************
Analyst, Corporate Tax
Finance consultant job in Indianapolis, IN
About the Role:
As a Corporate Tax Analyst, you will work on a variety of tasks associated with tax operations. Activities include, but are not limited to, federal and state income tax compliance, assistance with federal and state income tax audits, assistance with the financial reporting of quarterly and annual taxes, preparation of property tax, federal excise tax, and sales/use tax. This position is a valuable member of the finance group and will report to the Corporate Tax Manager but will work closely with all levels of the tax team on a variety of direct and indirect taxes.
Your Responsibilities:
Assist with collecting data and review of federal and multi-state income tax filings
Perform research related to various direct and indirect tax issues
Assist in preparation of monthly and quarterly account reconciliation/analysis for tax accounts
Process tax payments (income, property, sales/use)
Assist in corresponding to federal, state and local tax notices/inquiries
Prepare bi-weekly federal excise tax deposits and quarterly excise tax returns
Support our co-sourcing teams by providing information for sales/use tax filings on a monthly, quarterly, and annual basis
Assist with preparation of property tax filings
Maintain sales tax exemption certificate documentation for internal and external customers
Maintain corporate tax calendar
Other duties as assigned
Let's Talk About Your Qualifications:
Bachelor's Degree (Preferred Major: Business or Accounting)
Minimum 1-4 years of experience in tax compliance (federal and state income tax)
Proficiency in Microsoft Suite
Familiarity with SAP, OneSource Income Tax, and PTMS Property Tax.
Familiarity with ASC 740's guidance on reporting income taxes on U.S. GAAP financial statements
CPA or path to CPA preferred
Must have the ability to handle multiple tasks in a changing environment
Possess excellent communication, interpersonal and organizational skills
Good analytical/problem solving skills
Ability and willingness to apply sound judgment to daily activities
Willingness to challenge current processes and procedures with an emphasis on developing process improvements to gain overall efficiencies
Leadership Attributes:
At Wabash, we pride ourselves on being empowering, and there are some things we feel very strongly about:
Embrace Diversity and Inclusion - Solicit and respect the input of others, celebrate differences, and strive for transparency and inclusiveness
Seek to Listen - Actively listen to reach the best solution and make the strongest decisions
Always Learn - Strive to improve; do not quit or settle for the status quo
Be Authentic - Demonstrate honesty, incredible energy, and grit in everything you do
Win Together - Collaborate, seek alignment, and excel at cross-group communication to success as one team and One Wabash
Join us in turning ideas into world-changing realities. Curate and build your high-impact professional career at Wabash!
Affirmative Action/EEO Statement:
Wabash is committed to providing equal employment opportunity for its associates and applicants without regard to race, color, religion, sex, age, national origin, veteran status, disability, or other protected class or activity under federal, state, or local law. All employment decisions must be based on neutral, legitimate criteria. All employment policies and rules shall be applied equally to similarly situated associates.
Associate Financial Advisor
Finance consultant job in Muncie, IN
The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers of influence and business partners. This position supports a Financial Advisor team and assists with new business, managing client relationships, reviewing portfolio performance with clients and completing client service requests. This individual also conducts securities transactions, holds educational branch meetings as required, communicates effectively within team and management and submit required reports in a timely fashion as requested. An Associate Financial Advisor should be in good standing in their community.
Essential Functions
• Assist with setting personal goals and targets and meet and/or exceed annual production guidelines
• Maximize technology tools available and provide required reporting on a timely basis
• Cultivate potential referrals from existing clients, Retail offices, Northwest's departments and centers of influence in the community
• Complete financial profiles and accurately analyze customer needs and recommend products and services accordingly, taking into account all suitable alternatives
• Perform presentations, meetings, account reviews and seminars with prospects and/or clients; coordinate customer documentation and agreements; correspond as necessary
• Monitor client accounts and transactions on an ongoing basis
• Cross sell other Northwest products and services and provide branch training on a periodic basis
• Recommend new marketing initiatives / potential new business opportunities / improvements to internal procedures
• Ensure compliance with Northwest Investment Services and broker dealer policies and procedures; obtain continuing education, as required
• Ensure compliance with FINRA/SEC regulations and requirements (licensed representatives)
• Conduct securities buying and selling as directed by client (licensed representatives)
• Review financial/investment markets daily
• Establish a presence with your community
• Minimize departmental non-payroll costs
• Sit in Northwest Bank branch offices assigned by Regional Sales Manager
Additional Essential Functions
• Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
• Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
• Work as part of a team
• Work with on-site equipment
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Preferred Education
Bachelor's Degree Finance / related degree
Preferred Work Experience
2 - 3 years relevant experience
General Employee Knowledge, Skills, and Abilities
• Ability to establish effective working relationships among team members and participate in solving problems and making decisions
• Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
• Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
• Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
• Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills and Abilities
Ability to analyze financial data
Knowledge of mutual funds, stocks and bonds
Knowledge of investment markets, general economic fundamentals and available products and services
Knowledge of Custodian Accounts
Knowledge in Investments, IRA's and Estates
Knowledge of Fiduciary, ERISA and brokerage account types
Knowledge of Employee Benefits
Licenses and Certifications
Series 7
Life/Accident/Health
Series 63 and 65 or 66
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Auto-ApplyFinance Intern
Finance consultant job in Atlanta, IN
Duration: Paid Internship from May - August 2026.
Housing: Furnished housing or stipend provided.
What to expect: Valuable experience related to the agriculture industry, professional development, summer project, etc.
Purpose and Scope
This position is designed to provide experience and training through exposure to fixed assets, cash reconciliation, financial analysis and reporting, risk management, investment analysis, tax compliance, as well as other related accounting principles. This objective will be achieved by assisting the Finance Department staff through daily and monthly tasks, as well as assigned projects.
Responsibilities
Acquire and utilize knowledge of GAAP and federal and state corporate income taxation.
Participate in an orientation regarding company policies and procedures.
Review and record financial activities as directed.
Assist with daily cash management
Assist with monthly cash reconciliation.
Participate in fixed asset reporting and tracking, including FAS additions, disposals, depreciation calculations, and reporting.
Assist in developing financial reporting packages.
Assist in developing process documentation for various responsibilities related to finance.
Assist with monthly and year-end closing processes.
Assist in analysis of financial statements of the corporation to identify improvement opportunities or highlight efficiencies.
Participate in operational and financial modeling of corporate activities to project impact.
Identify and analyze areas of potential risk to the assets, earning capacity, or success of organizations.
Review Federal and multi-state tax returns for various corporate entities.
Participate in researching tax issues using online tax research services and other resources.
Complete projects as assigned.
Perform other related duties as requested.
Job Requirements
Education and Training:
Completion of sophomore year of college.
Focus of study in Accounting and/or Finance.
Must possess and maintain a valid driver's license and insurable driving record as determined by Beck's automobile insurance policy.
Technical Knowledge
Excellent verbal and written communication skills.
Work independently or within a team setting in order to meet project objectives.
Basic computer and current software skills.
Experience
Farm background helpful.
** In an effort to provide a safer, drug-free workplace for employees, all full-time applicants to whom offers of employment are made must submit to a drug test and background check, subject to applicable local, state, or federal laws or regulations. Employment at Beck's is contingent upon passing these pre-employment screenings.
Auto-ApplyFinance Intern
Finance consultant job in Fishers, IN
Job DescriptionDescription:
THE ANNEX GROUP'S MISSION STATEMENT
To create a positive impact with the people who live, work and are involved in our communities. The Annex Group is seeking qualified individuals searching for careers not jobs and can operate with a team first approach. If you are someone who wants to assist in our mission and make an impact, come join our team.
SUMMER INTERNSHIP EXPERIENCE:
The Finance Associate Intern position is an 8-12 week paid program designed to provide future professionals with meaningful, hands-on workplace experience by directly supporting the Development and Finance Teams.
The role focuses on assisting with financial and market analysis related to the acquisition, development, financing, and management of affordable housing properties across the U.S. As an integrated team member, the Intern will take an active role in financial operations, participate in key projects and decision-making processes, gain exposure to the executive team, and contribute meaningful value to the corporate office.
ESSENTIAL FUNCTIONS:
Support financial modeling, market research, and feasibility analysis for new and existing projects.
Assist in evaluating project risks and developing mitigation strategies.
Help with compliance and financial reporting for investors and partners.
Monitor project performance against investment commitments.
Participate in the capital call process, including fund drawdowns and stabilization tracking.
Provide support on various as needed tasks and cross-departmental projects.
Research and present new ideas or opportunities to the Development and Finance teams.
Manage multiple tasks effectively while maintaining a collaborative, team-oriented mindset.
Demonstrate strong organizational and communication skills.
Provide project closing support
Requirements:
QUALIFICATION REQUIREMENTS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Currently pursuing a bachelor's degree in finance, Real Estate, Business Administration, or a related field.
Interested in real estate development, underwriting, or financial analysis
Strong analytical skills and proficiency in financial modeling, analysis, and excel.
Excellent communication and interpersonal skills
Detail-oriented with the ability to manage multiple projects simultaneously.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Frequent walking, standing, sitting within the work area.
Driving to/from locations for business-related purposes.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The work environment is that of a fast-paced office with minimal to high noise levels.
This position requires working independently as well as part of a team.
This position requires verbal and face-to-face contact with others daily.
Frequent use of a computer is necessary.
This position requires the use of all general office equipment.
The position requires client information be maintained appropriately confidential.
Finance Undergraduate Internship
Finance consultant job in Gas City, IN
At Lilly, we unite caring with discovery to make life better for people around the world. We are a global healthcare leader headquartered in Indianapolis, Indiana. Our employees around the world work to discover and bring life-changing medicines to those who need them, improve the understanding and management of disease, and give back to our communities through philanthropy and volunteerism. We give our best effort to our work, and we put people first. We're looking for people who are determined to make life better for people around the world.
Functional Overview & Responsibilities
Finance internships offer robust opportunities for students to gain exposure to the organization, leverage key functional skills and make an impact.
You will:
Contribute to Lilly's Finance organization through your work and recommendations on relevant, challenging, business-critical project(s) in areas such as Corporate Audit Services, Corporate Tax, Corporate Financial Reporting and Planning, Treasury and Capital Markets, or finance organizations supporting key parts of our business (Research, Manufacturing, Sales & Marketing, Procurement and Global Business Solutions).
Participate in a case study assessing and recommending an optimal clinical development and commercial strategy for bringing a new therapy to market. This project will provide an opportunity to hone your leadership and teamwork skills as you research, model and deliver a presentation to senior Finance leaders.
Learn about a “day-in-the-life” of a full-time financial analyst through discussion and collaboration with peer mentors
Involvement in various events will provide you with a further opportunity to:
Gain exposure and understanding of the various areas within Lilly's Finance organization
Build your understanding of Lilly's growing role in the pharmaceutical industry
Network with Lilly Finance peers and leaders to gain insight into the function and culture
Further explore the city of Indianapolis and learn why it is a top 10 city in which to start a career
Basic Qualifications:
Actively pursuing one of the following degrees: Business related undergrad with a concentration or emphasis on accounting, finance, economics, or data analytics or quantitatively focused undergrad including computer science, data science, engineering, mathematics, or statistics with relevant coursework in business, accounting, finance, or economics
Expected graduation date of August 2027
Qualified candidates must be legally authorized to be employed in the United States. Lilly does not anticipate providing sponsorship for employment visa status (e.g., H-1B or TN status) for this employment position.
Additional Functional Job Skills & Preference:
Demonstrated leadership and ability to influence
Clearly demonstrated analytical thought and aptitude
Strong problem-solving skills
Excellent communication, teamwork, and interpersonal skills
Language fluency in English (written and verbal)
Completion of 2 accounting courses prior to summer 2026
Additional Information:
All interns will be considered for full-time positions based on their internship performance
Lilly arranges various intern activities including sporting events, dinners, lunch and learns, volunteer activities etc. to provide opportunities for socializing, professional development, and learning more about Lilly.
Interns will receive 1 week of paid time off during the Lilly summer shut-down (June 29th, 2026 - July 3rd, 2026
1:1 mentoring from an experienced professional in the function
Interns will receive a competitive salary and free parking at their work site, as well as access to Lilly's LIFE fitness center and bike garage
If the intern's job position requires a move from another location, Lilly will provide subsidized housing
Lilly is dedicated to helping individuals with disabilities to actively engage in the workforce, ensuring equal opportunities when vying for positions. If you require accommodation to submit a resume for a position at Lilly, please complete the accommodation request form (******************************************************** for further assistance. Please note this is for individuals to request an accommodation as part of the application process and any other correspondence will not receive a response.
Lilly is proud to be an EEO Employer and does not discriminate on the basis of age, race, color, religion, gender identity, sex, gender expression, sexual orientation, genetic information, ancestry, national origin, protected veteran status, disability, or any other legally protected status.
Our employee resource groups (ERGs) offer strong support networks for their members and are open to all employees. Our current groups include: Africa, Middle East, Central Asia Network, Black Employees at Lilly, Chinese Culture Network, Japanese International Leadership Network (JILN), Lilly India Network, Organization of Latinx at Lilly (OLA), PRIDE (LGBTQ+ Allies), Veterans Leadership Network (VLN), Women's Initiative for Leading at Lilly (WILL), en Able (for people with disabilities). Learn more about all of our groups.
Actual compensation will depend on a candidate's education, experience, skills, and geographic location. The anticipated wage for this position is
$43,000 - $110,000
Full-time equivalent employees also will be eligible for a company bonus (depending, in part, on company and individual performance). In addition, Lilly offers a comprehensive benefit program to eligible employees, including eligibility to participate in a company-sponsored 401(k); pension; vacation benefits; eligibility for medical, dental, vision and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; certain time off and leave of absence benefits; and well-being benefits (e.g., employee assistance program, fitness benefits, and employee clubs and activities).Lilly reserves the right to amend, modify, or terminate its compensation and benefit programs in its sole discretion and Lilly's compensation practices and guidelines will apply regarding the details of any promotion or transfer of Lilly employees.
#WeAreLilly
Auto-ApplyFinance Analyst
Finance consultant job in Indianapolis, IN
TITLE
Finance Analyst
DEPARTMENT
Accounting
At Polaris Laboratories, we empower our people to think critically, act with integrity, and make an impact. As part of a growing organization dedicated to data-driven decision-making and operational excellence, you'll have direct exposure to executive leadership and opportunities to influence key business outcomes. The Finance Analyst will play a key role in supporting financial planning, analysis, and reporting activities across Polaris Laboratories. This position partners closely with the CFO and business leaders to provide insights that drive informed decision-making, improve financial performance, and ensure alignment with the company's strategic goals.
ESSENTIAL FUNCTIONS
Support the CFO in developing and executing the company's annual budgeting and forecasting processes, including implementing an enhanced budgeting framework.
Prepare detailed financial analyses, variance reports, and executive summaries to explain performance trends and key business drivers.
Partner with department leaders to provide financial insights that support cost control, profitability, and variance analysis.
Build and maintain financial models to evaluate business scenarios, capital investments, and strategic projects.
Assist the Accounting team where possible to ensure timely and accurate financial reporting.
Assist in preparing monthly and quarterly financial packages, management presentations, and board materials.
Ensure compliance with internal controls and company policies.
Collaborate with cross-functional teams to streamline data collection and reporting processes.
Other duties as assigned.
Safety Requirements
Team members will be trained in the proper use and care of assigned PPE. POLARIS Laboratories LLC provides the required PPE. It is your responsibility to report defective, damaged or lost PPE, or equipment that does not fit properly, to your Manager.
The following safety training for POLARIS Laboratories employees to complete includes:
Hazmat, OSHA, RCRA, Methylene Chloride, Contingency Plan, POLARIS Quality System, Internal Auditor.
SKILLS
Self-motivated and directed learner.
Able to work independently with little supervision.
Able to identify and resolve issues.
Able to analyze processes for improved efficiencies or errors.
Detail oriented and organized.
Highly developed time management skills.
Strong analytical skills and proficiency in financial modeling and Excel (advanced formulas, pivot tables, scenario modeling).
Experience with ERP systems and business intelligence tools. NetSuite is preferred.
Excellent communication and presentation skills; ability to translate complex financial data into actionable insights.
High attention to detail, intellectual curiosity, and a proactive approach to problem-solving.
Ability to thrive in a fast-paced, collaborative, and evolving environment.
EDUCATION
Bachelor's degree in accounting, finance, economics, or related field.
EXPERIENCE
2-5 years of progressive experience in financial analysis, FP&A, audit, or corporate finance.
WORKING CONDITIONS
Works in an office environment. (Hybrid Schedule)
ORGANIZATIONAL RELATIONSHIPS
Reports to CFO
Auto-ApplyPlant Finance Intern
Finance consultant job in Indianapolis, IN
Scope:
The Plant Finance Intern will learn about the functions of different areas of the Plants and Distribution Center, finance processes, and the structures we have in place to ensure we produce the product timely and at the right cost. The Intern will have the opportunity to participate in and learn about the accounting, finance, and manufacturing support sides of the business. They will participate in assigned projects to improve operational efficiency and help expand understanding of accounting and finance processes.
Essential Duties and Key Responsibilities:
Utilizes all food safety and food security guidelines, including Safe Quality Foods (SQF) good manufacturing practices and Hazard Analysis Critical Control Points.
Assist in coordinating the activities of the employees engaged in manufacturing production support, data extraction, and report creation to help deliver results on our KPIs.
Creates training resources by collaborating with subject matter experts and conducting research.
Develops and motivates teams to solve their own day-to-day issues and achieve goals through ongoing communication and facilitation of team meetings.
All other duties as assigned.
Qualifications:
Currently pursuing a bachelor's degree in accounting, finance, or a related technical field
Proficiency in MS Word, Excel and Outlook
Strong attention to detail
Very task-oriented
Self-starter
Excellent critical thinking/problem solving skills
Excellent verbal and written communication skills
Physical Demands:
Must be able to physically perform the functions of climbing, balancing, stooping, kneeling, crouching, reaching, standing, walking, pushing, pulling, lifting, grasping, feeling, talking, hearing, and repetitive motions
Must be able to work seated using a computer and phone for long periods of time.
Must be able to work extended hours, such as daily overtime and an occasional weekend
Must possess visual acuity to document company records
Continuous walking throughout the plant and distribution center.
Lifting, up to 40 pounds
Auto-ApplyPlant Finance Intern
Finance consultant job in Indianapolis, IN
Scope: The Plant Finance Intern will learn about the functions of different areas of the Plants and Distribution Center, finance processes, and the structures we have in place to ensure we produce the product timely and at the right cost. The Intern will have the opportunity to participate in and learn about the accounting, finance, and manufacturing support sides of the business. They will participate in assigned projects to improve operational efficiency and help expand understanding of accounting and finance processes.
Essential Duties and Key Responsibilities:
* Utilizes all food safety and food security guidelines, including Safe Quality Foods (SQF) good manufacturing practices and Hazard Analysis Critical Control Points.
* Assist in coordinating the activities of the employees engaged in manufacturing production support, data extraction, and report creation to help deliver results on our KPIs.
* Creates training resources by collaborating with subject matter experts and conducting research.
* Develops and motivates teams to solve their own day-to-day issues and achieve goals through ongoing communication and facilitation of team meetings.
* All other duties as assigned.
Qualifications:
* Currently pursuing a bachelor's degree in accounting, finance, or a related technical field
* Proficiency in MS Word, Excel and Outlook
* Strong attention to detail
* Very task-oriented
* Self-starter
* Excellent critical thinking/problem solving skills
* Excellent verbal and written communication skills
Physical Demands:
* Must be able to physically perform the functions of climbing, balancing, stooping, kneeling, crouching, reaching, standing, walking, pushing, pulling, lifting, grasping, feeling, talking, hearing, and repetitive motions
* Must be able to work seated using a computer and phone for long periods of time.
* Must be able to work extended hours, such as daily overtime and an occasional weekend
* Must possess visual acuity to document company records
* Continuous walking throughout the plant and distribution center.
* Lifting, up to 40 pounds
Finance & Accounting Intern - Spring 2026
Finance consultant job in Indianapolis, IN
Finance and accounting interns have the opportunity to gain hands-on experience in accounting cycles, meeting audit standards and regulatory requirements for an NP. The internship would offer opportunities to support the museum's financial data governance work. Additionally, this is an opportunity to help in executing tactics key to the Museum's new strategic plan
ESSENTIAL RESPONSIBILITIES:
Compiling, organizing, and updating written fiscal procedures to support the effective financial operations of the Museum.
Documentation of workflows that align with data governance objectives.
Assists with preparation of workpapers to complete an annual audit.
Performs reconciliations of earned and contributed revenue sources.
Month-end analysis and forecasting.
Prepares periodic account reconciliations for processes and general ledger accounts
Prepares journal entries with appropriate supporting documentation
Performs related duties or special projects as assigned
Prepares schedules for monthly and annual reporting
Assist with establishing procedures to optimize finance and accounting system tools.
The Children's Museum is fiercely devoted to our Diversity, Equity, Accessibility, and Inclusion (DEAI) efforts. We cannot transform the lives of children and families unless we embrace all families. Together we are building and sustaining an inclusive culture that encourages, supports, and celebrates differences.
REQUIREMENTS:
Be actively pursuing a degree in finance, accounting, or other relevant fields.
Be available to work at least 20 hours per week.
Proficiency in Microsoft Word and Excel
Ability to work independently in a fast-paced environment
Good problem-solving, analytical, mathematical, and research skills
Good organizational and time management skills
Attention to detail with a high degree of accuracy
Understanding of accrual accounting concepts
Basic knowledge of the theories, principles, and practices of accounting and auditing standards
Good written and verbal communication skills
ADA REQUIREMENTS:
Must be able to sit and use a computer for extended periods.
College Financial Representative, Internship Program
Finance consultant job in Carmel, IN
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplySpring 26' Gate and Finance Internship
Finance consultant job in Westfield, IN
We are looking for bright, talented employees with exceptional social skills. This person should enjoy working outside and interacting with people. Gate interns will be responsible for the execution of the gate process and resolving any issues that may occur. Interns will have the opportunity to learn what goes on behind the scenes in operating a 26 diamond facility and operating some of the largest amateur baseball tournaments in the country.
Job Duties:
Ticket Preparation and Inventory
Oversight of Gate Attendants
Assist with daily Business Operations
Maintain communication with Gate Manager & Director
Weekly Planning for Upcoming Events
Help with Scheduling Employees
Tracking Vendor Sales
Invoicing & Collections
Basic Qualifications:
Quick Learner
Ability to succeed in a fast paced environment
Punctual & Self-motivated
Must be comfortable working independently
Experience in Microsoft Excel
Months of Operation: March-May (Flexible start and end dates) 35+ Hours a week Compensation: $200 weekly stipend
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, age, disability, gender identity, marital or veteran status, or any other protected class.
Finance Technology Masters Internship
Finance consultant job in Gas City, IN
At Lilly, we unite caring with discovery to make life better for people around the world. We are a global healthcare leader headquartered in Indianapolis, Indiana. Our employees around the world work to discover and bring life-changing medicines to those who need them, improve the understanding and management of disease, and give back to our communities through philanthropy and volunteerism. We give our best effort to our work, and we put people first. We're looking for people who are determined to make life better for people around the world.
Functional Overview & Responsibilities:
During your summer intern you will:
Work on a project or projects building your knowledge of practical use of SAP Business Processes at a multinational company
Build a deeper understanding of the pharmaceutical industry
Gather insights into how Lilly delivers innovative solutions through SAP
Work on a weeklong intensive case study competition with other finance, procurement, and SAP interns
Gain exposure to senior leadership and learn more about career paths and opportunities.
At the conclusion of the work period, each intern will present their project highlights, findings and general internship accomplishments to SAP Business Process and IT professionals.
Basic Qualifications:
Actively pursuing one of the following master's degrees: Business related with concentration or emphasis on accounting, finance, or data analytics or quantitatively focused including computer science, data science, information technology, or statistics with relevant coursework in business, accounting, or finance
Expected graduation date between by August 2027
Qualified candidates must be legally authorized to be employed in the United States. Lilly does not anticipate providing sponsorship for employment visa status (e.g., H-1B or TN status) for this employment position
Additional Functional Job Skills & Preference:
Demonstrated leadership and ability to influence
Clearly demonstrated analytical thought and aptitude
Strong problem-solving skills
Excellent communication, teamwork, and interpersonal skills
Demonstrated flexibility and adaptability
Strong learning agility
Demonstrated strategic thinking and prioritization skills
Language fluency in English (written and verbal)
Pharmaceutical / healthcare experience or interest
Additional Information:
All interns will be considered for full-time positions based on their internship performance
Lilly arranges various intern activities including sporting events, dinners, lunch and learns, volunteer activities etc. to provide opportunities for socializing, professional development, and learning more about Lilly.
Interns will receive 1 week of paid time off during the Lilly summer shut-down (June 29th, 2026 - July 3rd, 2026)
1:1 mentoring from an experienced professional in the function
Interns will receive a competitive salary and free parking at their work site, as well as access to Lilly's LIFE fitness center and bike garage
If the intern's job position requires a move from another location, Lilly will provide subsidized housing
Lilly is dedicated to helping individuals with disabilities to actively engage in the workforce, ensuring equal opportunities when vying for positions. If you require accommodation to submit a resume for a position at Lilly, please complete the accommodation request form (******************************************************** for further assistance. Please note this is for individuals to request an accommodation as part of the application process and any other correspondence will not receive a response.
Lilly is proud to be an EEO Employer and does not discriminate on the basis of age, race, color, religion, gender identity, sex, gender expression, sexual orientation, genetic information, ancestry, national origin, protected veteran status, disability, or any other legally protected status.
Our employee resource groups (ERGs) offer strong support networks for their members and are open to all employees. Our current groups include: Africa, Middle East, Central Asia Network, Black Employees at Lilly, Chinese Culture Network, Japanese International Leadership Network (JILN), Lilly India Network, Organization of Latinx at Lilly (OLA), PRIDE (LGBTQ+ Allies), Veterans Leadership Network (VLN), Women's Initiative for Leading at Lilly (WILL), en Able (for people with disabilities). Learn more about all of our groups.
Actual compensation will depend on a candidate's education, experience, skills, and geographic location. The anticipated wage for this position is
$43,000 - $110,000
Full-time equivalent employees also will be eligible for a company bonus (depending, in part, on company and individual performance). In addition, Lilly offers a comprehensive benefit program to eligible employees, including eligibility to participate in a company-sponsored 401(k); pension; vacation benefits; eligibility for medical, dental, vision and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; certain time off and leave of absence benefits; and well-being benefits (e.g., employee assistance program, fitness benefits, and employee clubs and activities).Lilly reserves the right to amend, modify, or terminate its compensation and benefit programs in its sole discretion and Lilly's compensation practices and guidelines will apply regarding the details of any promotion or transfer of Lilly employees.
#WeAreLilly
Auto-Apply