Finance consultant jobs in Toledo, OH - 120 jobs

Job Description As a Junior Financial Consultant at OSI, you will launch your career at the intersection of finance and technology, helping implement ERP solutions that transform client accounting and financial operations. Working closely with senior consultants, OSI teammates, and customer accounting leaders, you will play a critical role in ensuring that accounting and financial models are accurately designed, implemented, and adopted. This is an entry-level role tailored for ambitious graduates who want to grow beyond traditional accounting and into client-facing consulting, where structure, decisiveness, and collaboration are key Requirements Key Responsibilities: • Partner with OSI teammates and client accounting leaders to translate financial processes into ERP functionality, including budgeting, reporting, and compliance models. • Assist in the implementation of accounting workflows, ensuring that system configurations align with financial best practices. • Document requirements, map processes, and prepare detailed diagrams to guide successful implementation. • Test ERP financial modules to validate accuracy, completeness, and compliance with accounting standards. • Support change management by training client staff on new workflows and ensuring adoption of ERP-driven processes. • Communicate progress, risks, and issues clearly to both OSI project teams and client executives. • Develop consulting skills through exposure to executive decision-making, structured analysis, and client collaboration. Desired Traits & Skills • Structured & Organized: Able to break down accounting processes into actionable steps that fit ERP models. • Collaborative & Communicative: Works well with internal teammates and client executives, keeping all stakeholders aligned. • Resilient & Adaptable: Handles demanding schedules, shifting priorities, and client-facing challenges with composure. • Ambitious & Driven: Views this role as the first step in a consulting career, eager to learn and take on greater leadership. • Solid technical foundation in accounting principles and excellent Excel proficiency. • Integrity and professionalism in all interactions. Education and Experience • Bachelor's degree in Accounting or Finance (required). • Internship or early professional experience in accounting or finance preferred. • Proficiency with Microsoft Excel; exposure to ERP or financial software is a plus. • Demonstrated ability to manage multiple priorities with accuracy and accountability Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k) Life Insurance (Basic, Voluntary & AD&D) Flexible Time Off Short Term & Long Term Disability Training & Development

Your Passion. Your Purpose. If you're here, you're looking for something more. More opportunity, more impact, more purpose. At Rehmann, each and every one of our associates plays a pivotal role in the Firm's success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership. No matter where you want to go in your career, Rehmann can help you get there. Whether you're in the early stages of your professional journey or you're further down your path, we're focused on helping you achieve your goals - whatever they may be. When you join Rehmann, you are part of a culture that Puts People First and aims to help everyone reach their fullest potential. Let us show you all the ways we can Empower Your Purpose. To learn more about Rehmann, visit: ******************************** Job Description: How You'll Make an Impact at Rehmann: Developing financial planning & analysis processes and tools to enhance client relationships and provide client advisory with data and reports to support key decision making. Developing and maintaining financial models to support forecasting and budgeting. Preparing monthly, quarterly, and annual financial reports for clients. Performing variance analysis and identifying key drivers impacting performance. Creating dashboards and visualizations using tools like Power BI or Reach Reporting. Leveraging ERP systems and data analytics platforms to improve reporting accuracy. Collaborating with client teams to provide actionable insights and recommendations. Supporting strategic initiatives through scenario modeling and trend analysis. Your Desired Skills, Values & Experiences: Bachelor's degree in Finance, Accounting, Economics, or related field. 6+ years of experience in FP&A or related financial analysis roles. Experience with financial modeling and forecasting techniques. Strong analytical and problem-solving skills. Advanced Excel skills including pivot tables and complex formulas. Experience with data visualization tools (Power BI, Tableau). Knowledge of ERP systems and financial reporting software. Ability to interpret large data sets and present insights clearly. Excellent communication and presentation skills. Detail-oriented with a focus on accuracy and efficiency. We Put People First in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more. When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be. Rehmann is an Equal Opportunity Employer.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors. Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness. You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships. Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment. Job responsibilities Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation) Prioritize daily work, track progress for current work, and consistently meet deadlines Maintain and foster team culture Required qualifications, capabilities, and skills A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP ) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

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.

State Bank, a growing community bank, has an exciting employment opportunity in our Defiance office! We are looking for a Full Time Financial Advisor to join our dynamic team of sales and service professionals. We offer an extensive benefits package including competitive compensation, retirement savings plans, medical/dental/vision, company-paid life and AD&D insurance, paid time off, short and long term disability, quarterly incentives, and more! In addition, State Bank strives to give back to the community. State Bank GIVES (Gathering Individuals to Volunteer, Empower and Serve) is a Volunteer program created to provide local non-profit organizations access to State Bank employees who volunteer their time to make a difference in the lives of the people and communities we serve. Apply Today and see why State Bank is a great place to work! Equal Opportunity Employer

Full-time Description Come Join the Toledo Tool & Die Team! Located close to the Michigan/Ohio border, Toledo Tool and Die has diligently served the people of both of those great states since 1940. It was a company founded on one simple principle: to do the finest work possible for our clients and to deliver on every promise we make. Today Toledo Tool & Die has three facilities in the Toledo area and one in Pioneer, Ohio. Toledo Tool & Die is adding a Financial Analyst to our team to support our continued growth. This is a full-time position based in Toledo, Ohio. We offer competitive wages, growth opportunities, and a clean, safe work environment. WHAT TOLEDO TOOL & DIE CAN OFFER YOU: Weekly pay 10 paid holidays 401(k) Full benefits WHAT MAKES YOU A GREAT FIT FOR THIS POSITION: Strong work ethic Positive attitude Consistent attendance Willingness to learn Safety minded POSITION SUMMARY: The Financial Analyst will be an integral member of Toledo Tool & Die's finance team. The ideal candidate will be responsible for providing financial analysis and insights to support manufacturing operations across multiple plants, will work closely with leadership to drive financial performance, and identify opportunities for cost savings and process improvements. ESSENTIAL JOB FUNCTIONS: Conduct financial analyses for all manufacturing sites and provide strategic insights to support decision making Collaborate with plant leadership to drive financial performance and identify areas of opportunity Collect and present data to the leadership team to support plant and product profitability Partner with cross functional teams to develop plant budgets Work closely with the operations team to optimize production processes and reduce expenses Review, and create, plant capital expenditure needs and budgets Analyze new business quotes and effectively implement processes at the plant to ensure cost effectiveness Develop and monitor financially driven KPIs for the manufacturing sites Requirements EDUCATION & EXPERIENCE: Bachelor's degree in finance, accounting, or a related field required. Master's degree preferred. Minimum of ten years experience working in a plant financial analyst role or similar. Knowledge of engineering/manufacturing processes is beneficial. GENERAL SKILLS/EXPERIENCE: Effective communication, both written and verbal. Ability to manage multiple priorities and work collaboratively across various teams. Attention to detail and accuracy in financial reporting. Ability to manage multiple tasks and prioritize workload effectively. Proactive in identifying process improvements and cost-saving opportunities. Excellent time management skills with a proven ability to meet deadlines. Flexible and adaptable to changing business needs. SOFTWARE/COMPUTER SKILLS & EXPERIENCE: Proficient with Microsoft Office Suite or related software. Proficiency with Excel required. Proficiency with or the ability to quickly learn the organization's ERP system. Has the ability to learn new software systems and data management systems quickly. Proficient keyboarding and typing skills.

Ford Component Sales, LLC (FCS) is a wholly owned subsidiary of Ford Motor Company aligned with the Ford Customer Service Division (FCSD). We are a flexible sales organization that directs resources toward revenue opportunities identified by FCSD. We are in search of a Financial Planning & Analysis Analyst that collaborates with finance, sales, and department managers to analyze and assist in the divisional forecasting and budgeting functions which will include providing financial analysis on a regular basis and assisting the business units with the preparation and interpretation of monthly financial analysis reports. Support the operations and finance teams to drive financial reporting processes, product line profitability models, trend analyses, and ad hoc reports. ESSENTIAL FUNCTIONS Collects financial and operating results from company systems and databases and integrates results into forecast development and performance monitoring reports Performs monthly analysis of the major material commodities, analyzing prior period trends and forward estimates to determine the impact on the business unit Prepares volumes and cost analysis and incorporate into forecasts Designs reports that present both actual and budget data in a concise manner for use by management in decision making Performs/assists with audits as required (supplier, processes, etc.) Assists with implementation of the budget and business plans Analyzes budget and business plan through various comparison and variance reports (metrics) Works with both finance and business managers to makes changes where necessary Develops comparisons between budget/actual/forecast Prepares PowerPoint slides and graphs related to budget/actual/forecast for BPR meeting Analyzes and defines requirements for data, workflow, logical processes, and control Adheres to Ford Finance Manual Other duties may be assigned EDUCATION AND EXPERIENCE 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. Bachelor's degree in finance, accounting, economics, or related field At least five years of finance, business analytics, or planning experience required Strong Microsoft Excel experience is a must, including the use of V-Lookups, formulas, and database functions Excellent analytical, financial modeling, and presentation skills Must have a thorough understanding of advanced financial analysis techniques using spreadsheet software as well as specialized financial forecasting Communicates well both orally and in writing We offer an attractive and competitive compensation and benefits package, which includes medical, dental, vision, paid holidays, 401(k), disability, and tuition reimbursement assistance. If you take pride in your work and are committed to personal and professional success, we want to talk to you. Please visit ***************************** to learn more. FCS is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law

This role will work with key business partners to support the financial operations or the organization including driving the budget, forecasting, monthly financial close, reporting processes and ad hoc business initiatives with a focus on supply chain and logistics. Using your business expertise, you will apply proven communication, analytical, and problem-solving skills to help maximize the benefit of strategic decisions.Responsibilities Partner with business to development bottom-up builds of operating budgets, forecast and long-range plans Run reports to analyze the key drivers of month end close variances Assist with ad hoc analyses for senior management to help understand trends and opportunities across the business Analyze the effectiveness and efficiency of existing and new programs and develop strategies for improving or further leveraging these to increase company objectives Meet with decision makers and business units to drive metrics on the ability to meet objectives of projects Develop insightful analysis of operating expense and assist in creating a culture of visibility and accountability into expenses Build models to determine cost-benefit and return on investment for proposed projects to aid management in making decisions. Requirements Bachelor's degree in Accounting/Finance or related field Understanding of financial accounting principles 2-4 years experience in FP&A or related finance/analytical role

MacLean-Fogg is a global manufacturing company with more than 100 years of innovation and excellence. Guided by our core values-Integrity, People, Customers, and Stewardship-we continue to build on a century-long legacy while driving the future of manufacturing. Our diverse businesses serve the automotive, industrial, and other critical industries, creating an environment where talent thrives, creativity flourishes, and collaboration drives success. Location: Multiple U.S. Locations - View all locations Program Duration: Summer 2026 (10 Weeks) Pay Range: $18-$25 per hour (based on location, experience, and academic level) Program Overview Our Summer Internship Program offers real-world exposure to corporate finance and the opportunity to contribute to meaningful projects from day one. Over 10 weeks, you will gain: Hands-on experience in financial analysis, reporting, and business operations. Mentorship and guidance from experienced industry leaders. A professional network across functions and facilities. Career-ready technical and professional skills. When applying, you will be prompted to select all MacLean-Fogg locations where you are interested in being considered. What You'll Do As a Finance Intern, you will: Assist with financial planning, budgeting, and forecasting activities. Support monthly and quarterly reporting by preparing data and analysis. Conduct variance analysis to compare actuals against forecasts. Partner with business units to understand financial drivers and performance. Complete a capstone intern project and present results to leadership. Qualifications We're seeking motivated students who are ready to learn, grow, and contribute: Currently pursuing a degree in Finance, Accounting, Economics, or Business Administration (or related field). Minimum 3.0 cumulative GPA (on a 4.0 scale). Proficiency in Microsoft Excel; familiarity with ERP or financial systems is a plus. Strong analytical, problem-solving, and communication skills. Collaborative mindset with a willingness to take initiative. Ability to work on-site at one of our locations for the duration of the program. Compensation & Benefits Competitive hourly pay. Skill development through hands-on learning. Structured mentorship and feedback. Networking opportunities with peers and professionals. Experience presenting to leadership at program completion.

Details Title: Sr. Financial Analyst - SC Department: FinanceReports to: Director, Finance - Supply ChainLocation: Dearborn, MichiganJob Classification: HybridFLSA Status: ExemptJob Band: Professional The Senior Financial Analyst plays a key role in the partnership between the corporate Finance team and department business leaders. This position will specifically support the Supply Chain. The person in this role will support business financial objectives while drawing on best practices to identify & recommend solutions to complex problems. The position requires the ability to multitask and prioritize workload independently. Using depth and breadth of experience, this role is expected to appropriately challenge business partners on critical decisions to ensure all options are considered and the best path is chosen. This role will help the business address problems and arrive at new solutions, while also functioning as the main Finance partner ensuring financial compliance & risk management while enabling profitable growth and operational excellence. Inspired by Hard Work At Carhartt, the values of hard work-dependability, honesty, and trust-are rooted in the legacy of our founder, Hamilton Carhartt. His commitment to serving hardworking people continues to inspire everything we do. Guided by his legacy and our mission-We serve and protect all hardworking people by building durable products-we remain dedicated to upholding these principles in every decision we make and every product we create. Associate Responsibilities Partnering with supply chain leaders to identify and evaluate current year projects, programs, and initiatives for financial opportunities. In addition, partnering with the other Finance Liaisons and Managers to understand how the broader business may impact the supply chain to evaluate and guide on where efforts should be focused. Prepare, review, and analyze supply chain department results (i.e., vs. Budget; vs. LY) and in-year forecasts on a monthly basis. For supply chain, this includes department specific operational objectives such as the financial impacts of efficiency changes, material utilization, fixed/variable expense fluctuations, and production changes. Help synthesize resulting financial highlights, themes, risks & opportunities, etc. into monthly executive level presentations. Partner with cost center managers to review and discuss historical cost center results, trends and forecasting. This includes the ongoing education of department leaders and managers on financial issues, reviewing and making recommendations on the department budget proposals. Assist with preparation and review of area annual plans, forecasts, and multi-year financial modeling. Coordinate financial inputs and review of return-on-investment measures/KPIs for business related activities. Knowing the objectives of the Supply Chain, proactively analyze reported metrics and data to synthesize information and prepare monthly reports for management team reviews. Post monthly journal entries including recurring entries, accruals, re-classes, and various other postings required on a monthly, quarterly, or annual basis. Advise on contracts and agreements, which include but is not limited to, corresponding with legal, accounting and external vendors and determining appropriate GAAP treatments. Provide accuracy and thoroughness of deliverables and recommendations based on comprehensive analysis. Required Education Bachelor's Degree in Finance, Business, or related field Required Skills & Experience 5 or more years of successful experience in quantitative role (i.e. Finance, Accounting) 3 or more years of successful experience leading and managing multiple projects Ability to support business planning efforts of the business leaders through proactive strategic thinking High level of proficiency in Excel Excellent verbal and written communication, presentation and facilitation skills Problem solving skills evidenced by demonstrated results in past positions Strong attention to detail Ability to manage several tasks concurrently Demonstrated ability to partner with business leaders and positively influence Physical Requirements and Working Conditions Travel (5%) Willing to work some weekends, if necessary This position has a Hybrid location: Associate will work on-site regularly as needed for work activities. Carhartt is a tobacco free workplace. #LI-Hybrid

As part of the Super Duty Program Finance team, you will drive the development of all-new Super Duty trucks, one of Ford's most important vehicles! Help build a profitable future for the next generation Ford Super Duty. In this position, you will be an integral member of the Super Duty Program Finance team. You will have the opportunity to leverage your financial skills to influence program decisions. You will be the financial lead and interface on Team of Four's (To4 -- Purchasing, Engineering, Finance and Cost Estimating) across multiple commodities and are expected to drive the delivery of their Material Cost, Vendor Tooling and ED&T targets. You work closely with Systems Engineering Team (SET) leaders to help achieve Commodity metrics. Additionally, you will be responsible for running, analyzing, and presenting IRR Model results to evaluate business cases, as required. Your ability to effectively present and articulate financial results to To4, program teams and Finance leaders will be essential in this position. We look forward to you joining this dynamic team. Finance Background Previous Product Development (PD) experience preferred, but not required Innovative Mindset / Strategic Thinking Analytical Skills - Ability to collect and quickly analyze data Teamwork - Superior collaborator, capable of leveraging thought leaders within Product Development as well as building cross-functional relationships across the PD Finance Program Teams Outstanding oral and written presentation skills; ability to influence Must be proficient in Excel, with knowledge of pivot tables and additional knowledge on advanced Excel functions Reduce Material Cost for your assigned commodities Track program Material Cost, Vendor Tooling and ED&T financial status vs. target Report financial status to Finance and Program Management Support SET leaders Reconcile commodity material costs from Workshops to Bill of Material (BOM) Approve Change Management Forms (CMF) in BOM material cost system Support Program Financial milestone reporting as required Business Partnering - Build effective relationships with operating team members (To4, Program Team) and develop analysis that supports informed decision-making Drive Innovation / Flexibility - Continually test effectiveness of current processes amidst evolving company priorities and modify as necessary

Are you ready to embark on an extraordinary career journey? Look no further than The Austin Company, where greatness is not just a goal, but a way of life. As a leading design, engineering, and construction firm with a rich legacy dating back to 1878, Austin offers unparalleled opportunities for growth, innovation, and professional development. Join our dynamic team and be part of a company that is at the forefront of shaping the future of industries worldwide. With a commitment to excellence, a collaborative work environment, and a passion for delivering exceptional results, Austin empowers its employees to reach their full potential and make a lasting impact. Discover the limitless possibilities that await you at ***************** and embark on a rewarding career journey with Austin. We are seeking a highly skilled Data Consolidation & Reporting Analyst to manage and streamline reporting across multiple entities. This role is ideal for someone with advanced Excel expertise, a strong command of Power Query and Pivot Tables, and the ability to synthesize data from various platforms into actionable insights. The successful candidate will play a critical role in consolidating Work-In-Progress (CPR) reports for multiple companies, ensuring accuracy, timeliness, and clarity in financial reporting. * Bachelor's degree in Finance, Accounting, Business Analytics, or a related field. * Proven expertise in Microsoft Excel, including Power Query, Pivot Tables, and complex formulas. * Experience consolidating financial or operational data across multiple entities. * Strong analytical and problem-solving skills. * Ability to work independently and manage multiple data sources. * Familiarity with ERP systems and data integration tools is a plus. * Excellent communication skills and attention to detail. * 3+ Years in data analysis, financial reporting, similar role. * Experience in multi-entity or multi-company environment.

Are you looking for an exciting new opportunity? Here at UMCU we are passionate about our team members' growth, success and contribution to our amazing company culture. Consider joining the University of Michigan Credit Union (UMCU) a pillar of the local community for 70 years. UMCU is currently searching for a bright, professional and friendly Financial Analyst. The Financial Analyst will be responsible for analyzing the financial results associated with various strategic decisions of the Credit Union. Assists with evaluating and mitigating risks of the credit union including but not limited to interest rate risk and credit risk. Assists with liquidity and asset liability management of the Credit Union. Why join the UMCU Team? Work with a high energy and collaborative group of supportive professionals. We are committed to helping you own your career and grow professionally and personally. Comprehensive benefits including low cost/high coverage medical, dental, vision, leave of absence and more! Very generous paid time off and a very flexible work environment to help you find just the right work-life balance. Tuition reimbursement and a student loan debt repayment program Our Fidelity 401k program with employer match is one of the most generous you'll find. From our parental leave, to pet insurance and home office credits, our benefits package is one of the best you'll find! What you will be doing in this role: Creates and prepares monthly financial studies and analysis that assist management and the board in making strategic decisions. Reviews the investment portfolio and ensures the Credit Union maintains acceptable levels of interests and liquidity risk. Assists with Asset Liability Management reporting and presentation, investment strategies and implementation and cash management. Assists with ALCO and provides the necessary reports and analysis for Credit Union strategies. Assists with the analysis and management of data related resources (such as MCIF, VISA Analytics Platform, etc.). Assists with the preparation of the Credit Union's annual operating budget and forecast for approval by the Board. Assists with the month end general ledger closing process and profitability analysis to create recommendations on efficiencies in all departments. Assists with the preparation and evaluation of reports reflecting the financial position of the credit union as well as those required by regulatory agencies. Responsible for the annual review of all financial contracts. Analyzes each contract and provides strategies for cost reductions and contract renewals. Participates in the formulation of new financial policies and systems, and makes decisions within existing policies as they have been approved by Management and the Board of Directors. Maintains Credit Union compliance with Federal and State laws and regulations. Works with the Internal Audit Department, external auditors, and NCUA examiners Is aware of and will follow all credit union policies and procedures regarding BSA, OFAC, U.S. Patriot Act, Anti-Money Laundering and Customer Identification Program. Volunteers in various activities with UMCU or EMCU partners and in the community; occasional or limited onsite responsibilities needed to serve the team and membership. Cooperates with team or committee decisions. Understands the problems and concerns of others and provides quality service. Responsible for security of credit union property and data. What you will need for this role: Bachelor degree in Finance or Accounting or Business Administration 2-3 years accounting or finance related experience Proficient in Microsoft office Ability to compile and analyze data and prepare reports Excellent verbal and written communication skills Physical Demands/Work Environment The environment is typical of an office atmosphere. The noise level in the environment is usually moderate. While performing the duties of this job, the team member is frequently required to sit; use hands to finger, handle, or feel; and talk or hear. The team member is required to stand, walk, and reach with hands and arms. The team member must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision.

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. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP ) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Position Details: Title: Sr. Financial Analyst - CorporateDepartment: Accounting/FinanceReports to: Sr. Manager, Finance - CorporateLocation: Dearborn, MIJob Classification: HybridFLSA Status: ExemptJob Band: Professional The Senior Financial Analyst plays a critical role in enabling the Corporate FP&A team to drive company-wide financial oversight, accountability, and performance management that enhance Carhartt's overall financial health. The role combines strong foundational FP&A skills-budgeting, forecasting, and variance analysis-with the strategic use of automation, predictive analytics, artificial intelligence (AI) and digital reporting tools to elevate financial insight and discipline across the organization. Inspired by Hard Work At Carhartt, the values of hard work-dependability, honesty, and trust-are rooted in the legacy of our founder, Hamilton Carhartt. His commitment to serving hardworking people continues to inspire everything we do. Guided by his legacy and our mission-We serve and protect all hardworking people by building durable products-we remain dedicated to upholding these principles in every decision we make and every product we create. Associate Responsibilities Partner with FP&A and Accounting to prepare and consolidate monthly management reporting packages for executive leadership, incorporating analysis of total company P&L performance vs. budget, prior year, and forecast. Use AI-enabled data automation and analytics tools to streamline data consolidation, accelerate reporting, and highlight key financial themes, risks, and opportunities to drive strategic decision-making. Support the Corporate FP&A team in creating a cohesive, standardized reporting environment that delivers clarity, consistency, and alignment across all business areas. Develop and maintain automated templates and dashboards to improve the quality and efficiency of financial reporting. Conduct quarterly competitive benchmarking of financial performance versus key industry peers, leveraging AI-driven data aggregation and analysis to identify emerging trends, performance gaps, and strategic opportunities. Summarize key insights and implications for executive leadership. Consolidate, review, and analyze departmental financial results versus budget and forecast on a monthly basis. Partner with cost center managers to interpret trends, discuss forecast drivers, and strengthen financial acumen. Leverage AI-assisted analysis and data automation tools to identify key variances, improve forecasting accuracy, and streamline the reporting process. Support annual planning, forecasting, and multi-year financial modeling efforts with enhanced data-driven insights. Champion the use of AI and intelligent automation within financial planning, budgeting, and scenario modeling to enhance forecast accuracy, accelerate insights, enable more data-driven decision making, streamline reporting, and drive process efficiencies. Required Education Bachelor's Degree in Finance, Accounting, or related field Required Skills & Experience 5 or more years of successful experience in quantitative role (i.e. Finance, Accounting) Strong understanding of financial statements, budgeting, forecasting, and variance analysis with the ability to link operational drivers to financial outcomes Proven ability to synthesize complex data into clear, actionable business insights for senior leadership and to support planning efforts for business leaders through proactive strategic thinking Advanced Excel skills and working knowledge of interpreting large datasets and presenting insights using tools like Power BI and Tableau Understanding of generative AI applications in financial modeling, scenario planning, and business communications. Hands-on familiarity with large language model tools (e.g., ChatGPT, Microsoft Copilot, Claude) and their integration within financial systems or productivity platforms High level of accuracy & attention to detail. Excellent verbal and written communication, presentation and facilitation skills Strong problem-solving skills evidenced by demonstrated results in past positions Physical Requirements and Working Conditions Travel (5%) Willing to work some weekends, if necessary Choose a Work Location Classification. Carhartt is a tobacco free workplace. #LI-Hybrid

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. **Job responsibilities** + Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity + Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management + Demonstrate a deep understanding of financial markets and sound business judgement + Exhibit unwavering integrity that points toward doing right by clients at every opportunity + Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments + Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series 7 + A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment + A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP ) certification is preferred + Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

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.