Finance Intern
Finance internship job in Diamond Bar, CA
At Niagara, we're looking for Team Members who want to be part of achieving our mission to provide our customers the highest quality most affordable bottled water. Consider applying here, if you want to: * Work in an entrepreneurial and dynamic environment with a chance to make an impact.
* Develop lasting relationships with great people.
* Have the opportunity to build a satisfying career.
We offer competitive compensation and benefits packages for our Team Members.
Finance Intern
Interns spend the summer working directly on high impact projects within one of our HQ departments. Interns work in a fast-paced, innovative environment where they will be asked to be a key part of our operations. During this 12-week internship, participants are encouraged to think outside the box and use a continuous improvement mindset to approach projects and come up with solutions. Interns gain hands on experience in work related to their field of study.
Essential Functions
* Work cross-functionally to complete high impact projects.
* Learn about the manufacturing industry and department operations.
* Assist with research on new and existing projects and support major decision making.
* Receive intellectual and creative opportunities to tackle a problem and develop proposed solutions.
* Attend department meetings and action plan based on feedback.
* Learn to collaborate and communicate across all levels of the organization.
* Create a presentation on internship experience, projects, and outcomes and present to department leadership.
* Please note this job description is not designed to contain a comprehensive list of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without prior notice.
Qualifications
* Minimum Qualifications:
* 0 Years of work experience
* Preferred Qualifications:
* 1 Year previous internship experience
* Knowledge, Skills, and Abilities:
* Problem Solving - identifies and resolves problems in a timely manner; gathers and analyzes information skillfully.
* Planning/Organizing - uses time efficiently; plans for additional resources; sets goals and objectives; organizes or schedules other people and their tasks.
* Detail Oriented and Accurate - minimizes mistakes, follows every step in a process and follows through with all tasks
* Oral Communication - speaks clearly and persuasively in positive or negative situations; demonstrates presentation skills.
* Team Work - balances team and individual responsibilities; contributes to building a positive team spirit; able to build morale and group commitments to goals and objectives.
* Written Communication - writes clearly and informatively; presents numerical data effectively; able to read and interpret written information.
Competencies
This position embodies the values of Niagara's LIFE competency model, focusing on the following key drivers of success:
* Lead Like an Owner
* Makes safety the number one priority
* Keeps alert for safety issues and escalates immediately
* Effectively prioritizes tasks based on department goals
* Shows respect to others and confronts interpersonal issues directly
* Prioritizes resolution of customer issues effectively
* Responds promptly and honors commitments to internal and external customers
* InnovACT
* Makes recommendations to continuously improve policies, methods, procedures, and/or products
* Demonstrates adaptability by reacting appropriately to unexpected changes in situations or circumstances
* Increases performance through greater efficiency
* Find a Way
* Seeks to develop technical knowledge through learning from other experts
* Understands interdepartmental impact of individual decisions and actions
* Seeks solutions rather than placing blame
* Empowered to be Great
* Consistently looks for ways to improve one's self through growth and development opportunities
* Communicates clearly and promptly up, down, and across
* Communicates effectively to manage expectations
Education
* Minimum Required:
* Current Junior/Rising Senior pursuing a Bachelor's Degree
Certification/License:
* Required: N/A
* Preferred: N/A
Foreign Language
* Required: None Required
* Preferred: None Required
Typical Compensation Range
Pay Rate Type: Hourly
$28.59 - $37.88 / Hourly
Benefits
***********************************************
* *Los Angeles County applicants only Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, the California Fair Chance Act, and any other applicable local and state laws.
Any employment agency, person or entity that submits a résumé into this career site or to a hiring manager does so with the understanding that the applicant's résumé will become the property of Niagara Bottling, LLC. Niagara Bottling, LLC will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.
Employment agencies that have fee agreements with Niagara Bottling, LLC and have been engaged on a search shall submit résumé to the designated Niagara Bottling, LLC recruiter or, upon authorization, submit résumé into this career site to be eligible for placement fees.
Niagara Plant Name
CORP-MAIN
Financial Advisor
Finance internship job in Riverside, CA
Job Description
Financial Advisor - Training Provided
As a Financial Advisor, you'll guide individuals and families through some of life's most important financial decisions-from planning for major milestones to navigating unexpected challenges. Your expertise will help clients confidently pursue their long-term goals, whether that involves saving for education, managing healthcare or housing expenses, or preparing for a secure and fulfilling retirement.
Whether you're launching a new career, expanding your current practice, or transitioning from another field, you'll benefit from comprehensive training, dedicated support, and access to a full suite of financial products designed to help you succeed from day one.
Take control of your future while helping others secure theirs. Your rewarding career in financial services starts here.
Competitive Advantages:
Comprehensive training, mentoring, and professional development opportunities
A financially strong, industry-leading organization known for its integrity
Cutting-edge tools to support market development and client outreach
Advanced financial analysis technology to enhance your practice
Flexibility to maintain a healthy balance between work and personal life
Attractive compensation package and robust benefits
True Path Financial is a global, diversified financial services organization whose member companies offer access to a broad portfolio of financial products and services. Our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate, and institutional clients over the long term. We help clients achieve success in a changing world through the accumulation and protection of wealth.
This position is not fully remote.
Job Types: Full-time, Contract
Pay: $50,000.00 - $150,000.00 per year
Compensation Package: Commission pay
Ability to Commute: Riverside, CA
Ability to Relocate: Riverside, CA: Relocate before starting work
Work Location: Hybrid remote in Riverside, CA
Benefits:
401(k)
Dental insurance
Flexible schedule
Health insurance
Life insurance
Professional development assistance
Referral program
Retirement plan
Vision insurance
Compensation:
$50,000 - $150,000+ at plan commission
Responsibilities:
Conduct comprehensive financial needs analysis and develop personalized strategies to address clients' financial objectives.
Provide advice on a wide range of financial products and services, including but not limited to: life insurance, annuities, retirement plans, and tax planning strategies.
Stay updated on industry trends, market conditions, and regulatory changes to provide accurate and up-to-date advice to clients.
Build and maintain strong relationships with clients through regular communication and exceptional service, helping to ensure their financial goals are met and exceeded.
Actively prospect and generate new business opportunities through networking, referrals, and community involvement.
Qualifications:
Desired Skills & Qualifications:
Bachelor's Degree or equivalent in work experience.
Excellent communication and relationship-building skills.
Integrity and Strong Work Ethic.
Business-minded Spirit.
Confidence and Resilience.
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 175 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
ERP Financial Consultant
Finance internship job in Redlands, CA
Job Description
We are seeking an experienced ERP Financial Consultant with a strong background in accounting and finance to support the design, configuration, and implementation of our ERP solutions. The ideal candidate will bring a deep understanding of financial processes, the ability to translate business requirements into system capabilities, and the professionalism to guide clients through complex change. This role requires a blend of functional expertise, analytical skills, and hands-on ERP experience.
Key Responsibilities
Lead the financial workstream for ERP implementations, including requirements gathering, solution design, configuration, testing, and deployment.
Analyze clients' financial operations and recommend best-practice workflows aligned with GAAP and industry standards.
Configure ERP modules such as General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Project Accounting, and Financial Reporting.
Develop and document future-state processes, functional specifications, and configuration guides.
Support data migration strategy and validation of financial data.
Partner with project team to ensure successful integration between finance modules and other functional areas (e.g., inventory, procurement, sales).
Conduct user training, develop training materials, and provide post-go-live support.
Troubleshoot and resolve financial module issues, ensuring system accuracy and compliance.
Advise clients on internal controls, accounting treatments, and best-in-class financial practices.
Contribute to continuous improvement of implementation methodology and reusable assets.
Requirements
Required Qualifications
Bachelor's degree in Accounting, Finance, or related field (required).
Professional certification such as CPA, MBA, or equivalent advanced financial credential (strongly preferred).
3+ years of experience in accounting, financial analysis, or public accounting.
Strong understanding of GAAP, financial close processes, and core accounting principles.
Ability to translate business requirements into financial system solutions.
Excellent analytical, documentation, and communication skills.
Ability to manage multiple projects and deadlines in a fast-paced environment.
Preferred Qualifications
Prior experience in consulting or implementation projects.
Hands-on experience configuring financial modules in modern cloud-based ERP systems.
Familiarity with project accounting or manufacturing workflows.
Experience designing financial reports and dashboards.
Advanced Excel or data-analysis skills.
Benefits
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k, IRA)
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Sick & Public Holidays)
Short Term & Long Term Disability
Training & Development
College Financial Representative, Internship Program
Finance internship job in Ontario, CA
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-ApplyFinancial Advisor - Riverside and Surrounding Areas
Finance internship job in Riverside, CA
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.
At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.
As a Thrivent Financial advisor, you will:
Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.
Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.
Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.
Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.
Have the flexibility to control your schedule, allowing for work-life balance.
Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.
Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business.
Desired Characteristics
Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:
Self-disciplined, independent and driven to succeed.
Motivated by helping others and seeing them achieve their goals.
A natural coach or guide with strong interpersonal skills.
Passionate about living a life of generosity by serving others, not just selling products.
Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.
Requirements
Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.
Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.
Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.
Compensation and Benefits
You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:
Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.
Medical, dental, vision, disability and accidental death and dismemberment insurance.
Pension, 401(k) and retiree medical plans.
Ongoing support, training and opportunity for professional growth as you build your business.
Well-being programs to help you manage your physical, emotional and financial health.
Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.
Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.
About Thrivent
Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.
Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.
To learn more about the privacy of your information, visit our
workforce privacy policy at thrivent.com/privacy.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
Auto-ApplyFinancial Advisor
Finance internship job in Corona, CA
FINANCIAL ADVISOR / PERSONAL WEALTH MANAGER This is an exclusive executive position with a highly regarded Financial management firm that only hires successful, motivated, and entrepreneurial professionals to represent their company. In return, this firm offers a lucrative compensation along with a comprehensive benefits package that is among the best in the industry. Our Client
Our client is an award-winning firm, with a very solid and recognizable name and reputation. You will be able to provide an end-to-end platform of financial services - everything from financial planning, brokerage services, estate planning, and investments, in addition to M&A advisory services for middle-market privately held companies. You would also be a member of one of the nation's leading providers of defined benefit and defined contribution plans.
And here's something even more unique about this company. You will also have access to a wide range of products to offer your clients. opportunities for your business-owner clients, you will truly be a one-stop solution for all of your client's financial needs.
5-10 years experience is required in this industry They do ask, however, that you are someone who is comfortable in a "sales" role, as your goal will be to ultimately sell yourself to your clients as they entrust you with their financial goals.
Details About Their Compensation If you are hired into this position, you can be comfortable in knowing that your financial needs will be taken care of as you make your way into the business while you are training and growing your business. They will provide you a respectable base compensation in addition to any commissions and bonuses you may earn along the way. Benefits You will become eligible for benefits. The benefits this company offers are extensive. They include a 401(k), medical, dental and vision plans, and stock options.
A Profile on Professionals This Firm Seeks - Those with or without a current Series LH, 6, or 7 license
- Those who come from a professional background such as: Sales Executives, Attorneys, Professors, Entrepreneurs, Business Owners, Bank brokers, retired Professional Athletes looking for a new career, and any other professional looking to make a career change where their earnings potential is unlimited. - 5 years of executive experience. email recruiterchic@gmail or apply online at www.lifetimerecruiting.com Pamela J. Kortekamp
Lifetime Recruiting Strategies
"Developing Relationships that last a Lifetime"
Please contact me with any questions:
Email:
lifetimers@fuse.net
http://www.lifetimerecruiting.com/
Phone:
(w) 513-753-4926
Behavior Analyst Intern - PR
Finance internship job in Pomona, CA
Job Details Pomona, CA $25.00 - $28.00 HourlyDescription
Pay Range: $25 - $28 /hour (based on experience)
ACES is driven to elevate the standards in the treatment of autism. Our team of Applied Behavior Analysis (ABA) clinicians is deeply committed to helping children with autism and related disorders reach their fullest potential through home and clinic-based services.
ACES is the only autism provider who is nationally recognized for quality care as part of Aetna/CVS's Institute of Quality. We are also an award-winning workplace where you can grow your career, collaborate with a supportive team, and make a lasting impact on the lives of people in your community.
Position Summary:
The mission of the Behavior Analyst Intern at ACES is to elevate the standards in the treatment of Autism by engaging in activities to increase their skills to a supervisory level while also providing effective and efficient implementation of services that positively impact the lives of ACES' clients via ABA therapy.
Behavior Analyst Interns implement Applied Behavioral Analysis (“ABA”) programs that focus on decreasing maladaptive behaviors and increasing social, communication and adaptive skills with clients affected by Autism Spectrum Disorders and/or other special needs under the direction of a Supervisor. In addition, Behavior Analyst Interns also engage in various educational, training, assessment and in the field application activities to prepare themselves for a supervisory level position at ACES under the direction of an Area Director/Area Manager.
What You'll Do:
Performing direct intervention services on a 1:1 basis (or in small groups) within a client's home, school, community or in a clinic setting, which includes:
Following Supervisor(s) direction regarding responsibilities, performance, and ABA program implementation;
Setting-up and manipulating environments for direct intervention sessions to decrease distractions and ensure the safety of the client and interventionist;
Creatively implementing programs to ensure clients learn in a fun and effective environment; and
Working independently and problem-solving challenging situations
Collecting and graphing data daily and maintaining client databook(s) in a clear, accurate and organized manner.
Communicating questions/concerns regarding program implementation (including status, problems, or intent to change any aspect of the behavior/educational program) to Supervisor(s) during scheduled session times via direct communication, communication logs and/or supervision notes.
Attending and participating in mandatory direct services meetings, training and/or certifications as scheduled.
Strictly following any and all ACES policies and procedures, including, but not limited to, the policies described in this Handbook, or any other rule or regulation as may be communicated to employees from time to time.
Completing all Behavior Analyst Intern Checklist Items within the time provided, including training, assessments, competencies, and application of concepts with clinical staff and clients out in the field.
Attending and preparing for all required Behavior Analyst Intern meetings per the direction of their ADAM.
Completing all necessary paperwork and education requirements to be in compliance with BACB and/or college requirements for advanced degrees (e.g., MA, MS) and certifications (e.g., BCaBA, BCBA).
The foregoing job responsibilities are illustrative only and are not meant to be exhaustive. ACES reserves the right to change, amend, or modify the job description/responsibilities at any time and in its sole discretion.
Qualifications
Required Qualifications:
Minimum enrollment in a MA or BCaBA Program; MA Degree and/or BCaBA preferred
Exposure to individuals with disabilities or Autism Spectrum Disorder
Background check clearance and up-to-date immunizations may be required
CPR certification
3 months experience working with clients with ASD or other special needs
Valid driver's license and/or reliable transportation
Background check, tuberculosis test, Livescan fingerprint, and any other funding source required clearance
Comfortable working in home, community, school, clinic, and military base environments
Strong desire to support and develop skills and abilities of staff
Proficient with MS Office Suite, word processing, spreadsheets, email, database software, and project management software
Highly organized
Professional, positive attitude and appearance
Excellent communication skills
Physical Requirements:
Ability to exert up to 10 pounds of force and lift/move up to 25 pounds
Direct work with clients may include, without limitation, the following physical demands: sitting, kneeling, squatting, running, twisting and turning, reaching above shoulders and/or frequent physical transitions
Additional Information
ACES is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, disability, age or covered veteran status.
To find out more about how ACES uses employee data for business purposes, see our Employee Privacy Policy (**************************************************
If you are having any issues with submitting your application, please reach out to us directly at *******************. Please note: When uploading your resume, there cannot be special characters in the file name or you will not be able to submit your application.
Easy ApplyBusiness Insurance Underwriting Professional Development Program Internship (BI UPDP Intern)
Finance internship job in Diamond Bar, CA
**Who Are We?** Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.
**Job Category**
Underwriting
**Compensation Overview**
The hourly salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual hourly rate for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.
**Salary Range**
$24.00 - $25.00
**Target Openings**
1
**What Is the Opportunity?**
Applications for this posting will be reviewed on a rolling basis. We encourage you to apply as soon as possible.
Are you curious by nature? Do you enjoy managing relationships and employing your critical thinking skills? Underwriters perform the critical function of evaluating the acceptability of risk and determining appropriate pricing for insurance products. The Business Insurance Underwriting Professional Development Internship Program provides students with the amazing opportunity to gain exposure to this critical function at Travelers. The 10-week program provides qualified students with an excellent opportunity to gain first-hand commercial insurance underwriting experience, receive valuable on-the-job training, and learn more about the property and casualty insurance industry from industry professionals. It is a potential pathway to our 12-month Underwriting Professional Development Program (UPDP). Applicants must be authorized to work for ANY employer in the U.S. The company does not sponsor/support H-1B petitions, TN, or Forms I-983/STEM OPT, for this role.
**What Will You Do?**
+ Within your assigned business unit, each intern will be given a designated coach and be expected to:
+ Complete core assignments and training modules geared toward insurance and underwriting principles.
+ Participate and complete self-paced professional development courses in time management, presentation skills, and other key areas.
+ Complete challenging and meaningful project work over the course of this program at the discretion of your manager. You may work independently or with other interns and will be asked to present your findings to local leadership. Sample projects include a territorial risk assessment to determine profitability and underwriting opportunities as well as a business process analysis to determine underwriting gaps.
+ Learn about other areas at Travelers such as Risk Control, Claims, and related Corporate functions. Interns may also engage in Agency visits with Account Executives.
+ Participate in the Enterprise Internship experience which includes Executive Speaker Series, Networking events, and Intern Symposium for Rising Seniors.
+ Perform other duties as assigned.
**What Will Our Ideal Candidate Have?**
+ Because the Underwriting Development Internship Program is itself complex and dynamic, we welcome applicants that have a variety of majors, backgrounds and experiences.
+ For the UPDP Internship, we are most interested in students who are serious about entering the insurance industry and who are excited about the prospect of making underwriting their future career choice.
+ Preferred cumulative GPA of 3.0 or above.
+ Undergraduate students completing their sophomore or junior year preferred.
+ Working knowledge of Microsoft Office.
+ Strong verbal and written communication skills.
+ Strong analytical skills.
+ Legal eligibility to work in the United States.
+ Targeted Majors:
+ Business Administration.
+ Economics.
+ Finance.
+ Liberal Arts (with business focus preferred).
+ Management.
+ Marketing.
+ Risk Management and Insurance.
**What is a Must Have?**
+ Candidate must be pursuing a Bachelor's degree.
+ Approximate work availability from June through August (10-12 weeks).
**Employment Practices**
Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences.
We are committed to providing accommodation to persons with disabilities. If you require accommodation during the recruitment or interview process we will work with you to accommodate your needs.
If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email (*******************) so we may assist you.
Travelers reserves the right to fill this position at a level above or below the level included in this posting.
To learn more about our comprehensive benefit programs please visit ******************************************************** .
Sales and Business Leadership Intern
Finance internship job in Riverside, CA
CED/Royal Industrial Solutions Sales and Business Leadership Intern For those candidates who are energetic self-starters, the Sales and Business Leadership Internship Program is a highly structured crash course designed to expose candidates to our Sales and Leadership Trainee position. Throughout the internship program, candidates are exposed to all aspects of the electrical distribution and industrial automation field, including but not limited to IT/Network, Cyber Security, Process Automation, Artificial Intelligence, Solar and Sustainability, and much more.
This rotational program requires a strong commitment from each participant and encompasses, but is not limited to, Electrical and Automation Fundamentals, Warehouse Operations, Supplier Product Seminars, Customer Inventory Control, Sales & Interpersonal Skills, Sales and Customer Relations, Information Technology, and Quality Assurance. Each intern's development is a combination of mentoring via on-the-job, classroom, and home-study training. Individuals should be self-motivated, sales-oriented, geographically flexible, and possess an entrepreneurial spirit. Along with the rotational aspects of the internship, the program will also include one or more special projects that directly impact the business, varying depending on the needs of the business.
About Consolidated Electrical Distributors, Inc.
In 1957, the two locations of the Electric Corporation of San Francisco became CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC. CED has since expanded into a coast-to-coast network of sales and distribution warehouses with more than 700 locations nationwide. The CED management philosophy allows each manager to operate an independent business or "Profit Center" by remaining sensitive to local customers' needs while still benefiting from the advantages afforded to a national distributor. Managers are guided by the principles of "service, integrity and reliability." Royal Industrial Solution is a segment of CED that is focused in the industrial market.
Reports to: PC Manager
Minimum Qualifications:
+ Bachelor's degree (grad by start date, or in pursuit for interns)
+ Must be able to legally operate a motor vehicle
+ Ability to walk and/or sit for 8-10 hours a day
+ Lift boxes and other objects up to 40 lbs
Preferred Qualifications:
+ Strong written and oral communication skills
ADDITIONAL COMPETENCIES:
+ Self-starter
+ Superior organizational skills
+ Willing to adapt to business and customer needs
Working Conditions:
+ In person at the local profit center location
+ Team environment with multifaceted groups and personnel
Conditions vary based on the trainee's current segment of the training and will include warehouse, office and external environments. During some segments, activities will include lifting, sorting, standing, possible extreme heat/cold conditions. Office segments may include sitting for extended periods. Various segments will include some travel - both by car and by air.
Supervisory Responsibilities: No
Essential Job Functions:
+ Learning all aspects of the CED business
+ Attending classes in various locations
+ Communicating - both written and spoken - in English
CED is an Equal Opportunity Employer - Disability | Veteran
Compensation Range:
The compensation range for this position is $20 to $20 hourly.
Financial Solutions Advisor Registration Candidate - Northern Inland Empire Market
Finance internship job in Fontana, CA
Fontana, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (******************************************************************************************************************************************************
**Job Description:**
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
**We'll help you**
- Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
- Get training and one-on-one coaching from Academy managers who are invested in your success.
- Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
- Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
- Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
**Required Qualifications:**
+ Aptitude in obtaining required industry licenses.
+ Must be self-disciplined in managing time and capacity.
+ Experience in cultivating client relationships, accessing needs and recommending solutions.
+ Success creating strong peer relationships through effective communication and collaboration.
+ Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
+ Executes multiple tasks simultaneously.
+ Learns and adapts to new technology or applications.
**Desired Qualifications:**
+ Currently holds FINRA Securities Industry Essentials (SIE)
+ Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
**Skills:**
+ Client Experience Branding
+ Client Solutions Advisory
+ Investment Management
+ Pipeline Management
+ Referral Management
+ Client Management
+ Customer and Client Focus
+ Portfolio Management
+ Prospecting
+ Referral Identification
+ Business Acumen
+ Executive Presence
+ Oral Communications
+ Risk Management
+ Trading
**Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent**
**Schedule:** Monday - Fridays and rotating Saturdays
_This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law._
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Financial Analyst
Finance internship job in Redlands, CA
Job DescriptionWho We Are JDI Distribution is an industry-leading manufacturer, distributor, exporter, and wholesaler of premium food brands and consumer products. We are committed to providing high-quality products and services to individuals (B2C) and companies (B2B), ensuring excellence in every aspect of our operations.
What You Will Do
As a Pricing and FP&A Analyst, you will play a key analytical role within the Finance function by supporting pricing strategy, margin modeling, forecasting, and financial planning. This position bridges the gap between Sales, Operations, Accounting, and the CEO by providing data-driven insights that influence margin decisions, production planning, customer pricing, and overall profitability.
This is a critical role for a company experiencing rapid expansion across multiple retail, eCommerce, and B2B channels. The ideal candidate is analytical, business-minded, detail-oriented, and excited to grow into a larger FP&A role over time. Please note that this position is an ON-SITE POSITION ONLY; we do not offer remote or hybrid work options. At this moment, we are not considering candidates who require sponsorship to work.
Key Responsibilities:
Pricing and Margin Analysis:
Build pricing models for new and existing B2B and retail deals.
Evaluate SKU-level and customer-level margins.
Support Sales with price quotes, cost builds, and margin structures.
Maintain tools for pricing templates, calculators, and margin frameworks.
Identify margin improvement opportunities.
Financial Planning and Analysis (FP&A):
Build and maintain revenue, margin, and cash flow forecasts.
Assist in annual budgeting and quarterly reforecasting.
Perform scenario/“what-if” modeling.
Support business case analysis for new product launches, channel expansion, and large customer bids.
Partner with Production and Supply Chain on cost changes affecting financial models.
Business Analytics and Reporting:
Build dashboards and KPI reports across channels (retail, eComm, B2B).
Analyze customer, SKU, and channel profitability.
Provide insights to leadership to support decision-making.
Create weekly and monthly reporting packages for the CEO.
Cross-Functional Collaboration:
Work closely with Sales, Operations, Production, Purchasing, and the Controller.
Gather cost inputs, volume expectations, and production requirements for pricing.
Assist with data pulls and operational financial analysis.
Provide analytical support to leadership on strategic initiatives.
If you are a highly motivated individual with a passion for finance and possess the required skills and experience, we invite you to apply for this position. Please submit your resume and a cover letter detailing your relevant experience and qualifications. We look forward to reviewing your application and considering you for this exciting opportunity.
Requirements
Bachelor's degree in Accounting, Finance, or a related field is preferred.
3-5 years of experience in financial analysis or pricing analysis.
Strong understanding of pricing models and margin analysis.
Proficiency in financial modeling and forecasting.
Excellent analytical and problem-solving skills.
Strong communication skills to effectively collaborate across departments.
Ability to operate in a fast-paced environment and manage multiple priorities.
Benefits
401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Paid holidays
Financial Analyst I - Cost/Schedule
Finance internship job in Redlands, CA
Apply your cost and schedule management skills within our Professional Services division. The people you will support work across many industries, including governments (federal, state, regional, and local communities), NGO groups, private consultancies, environmental engineering, commercial, and others.
The team you will work with are collaborative and forward leaning. They are problem solvers, listeners, facilitators, guides, and trusted advisors to thousands of ArcGIS users making a difference. We will benefit from the experience of working together to support the business operations of the division.
Responsibilities
Develop, implement, and maintain budgets for assigned programs
Establish work breakdown structure (WBS), coordinate required budgeting detail, establish and track management reserve, support monthly performance assessment, and perform variance analysis
Monitor all aspects of program cost and schedule control
Assist with the development of estimate at completion (EAC) exercises
Support schedule tracking functions including monitoring major milestone performance, updating scheduling tools, and analyzing variances
Maintain and implement existing processes to successfully manage subcontract activity
Participate with the project team as financial advisor to ensure early identification of problem areas on assigned programs; help identify corrective action plans
Participate in the monthly revenue recognition process
Requirements
1+ years of professional experience in a similar position, supporting similar responsibilities
Excellent written and verbal communication, attention to detail, and organizational skills
Ability to collaborate in a cross-functional team environment and effectively interact with all departments and levels of staff
Ability to develop, implement, and maintain budgets for assigned programs
US citizenship and willingness and ability to maintain a US Security Clearance
Bachelor's in business administration, finance, accounting, or related field
Recommended Qualifications
Experience working on financial data for services work
Experience in pricing within services or products
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Auto-ApplyEntry Level Financial Analyst
Finance internship job in Ontario, CA
Our client, a leader in their industry, is looking for an Entry-Level Financial Analyst to join their organization and gain valuable, hands-on experience in the finance world. This role is ideal for recent graduates or those starting their career in finance who are eager to develop their analytical and technical skills. You will provide essential support to our finance department, working on data gathering, basic analysis, and reporting that contribute to important business decisions. Entry-level financial analysts are among the most in-demand positions in finance and accounting, offering excellent career advancement opportunities.
Key Responsibilities:
+ Collect and organize financial data for analysis and reporting.
+ Assist in preparing financial statements, budgets, and forecasts.
+ Conduct basic data analysis to track key performance indicators (KPIs) and financial trends.
+ Help prepare presentations and reports for management review.
+ Support team members on special projects and ad hoc analyses.
+ Ensure accuracy and confidentiality of all financial information.
+ Stay updated on industry trends and best practices.
Requirements
Qualifications:
+ Bachelor's degree in Finance, Accounting, Economics, or a related field.
+ Proficiency in Microsoft Excel and a basic understanding of financial modeling and analysis.
+ Excellent attention to detail and organizational skills.
+ Strong written and verbal communication skills.
+ Ability to work collaboratively in a fast-paced team environment.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .
Substitute Financial Aid Specialist
Finance internship job in San Bernardino, CA
This posting is to create a pool of qualified applicants for the current and/or upcoming academic year. While the department may not be actively recruiting at this time, applicants who meet all minimum qualifications and have submitted complete application materials will be contacted if a substitute position becomes available.
Class specifications are intended to present a descriptive list of the range of duties performed by employees in the class. Specifications are not intended to reflect all duties performed within the job; however, any additional duties will be reasonably related to this class.
SUMMARY DESCRIPTION
Performs a variety of technical duties in support of the financial aid and scholarship programs.
DISTINGUISHING CHARACTERISTICS
The Financial Aid Specialist position is distinguished from the Financial Aid Technician position additional responsibilities requiring considerable experience that may include the electronic transfer of all student applications to and from the federal government's database and providing assistance to the Assistant Financial Aid Director.
SUPERVISION RECEIVED AND EXERCISED
Receives limited direction from appropriate supervisor; refers only unusual decisions to supervisor. May provide technical and functional direction to assigned student workers.
REPRESENTATIVE DUTIES
The following duties are typical for this classification.
* Imports financial aid applications from the federal database for financial aid processing; renames files and forwards applications to appropriate staff for review; enters necessary corrections on applications and redistributes to staff; exports finalized applications into federal government systems.
* Verifies eligibility and required student information through a variety of sources, including Financial Aid Administrative Access (FAA), National Student Loan Data System (NSLDS), Common Origination and Disbursements (COD), and Selective Service (SS).
* Reviews and processes student files selected for verification; reviews and verifies student tax returns transcripts for accurate information; reviews student grade transcripts for satisfactory progress and dismissal.
* Verifies the accuracy of requesting student's Satisfactory Academic Progress (SAP); requests and reviews student transcripts to ensure compliance of SAP and other regulations; reviews student enrollment grades for financial aid approved appeals and for students on probation; verifies SAP components are complete and scanned into student files to receive the disbursement.
* Assists students at the counter; responds to questions from students, parents, and staff; provides information regarding financial aid programs including eligibility requirements, types of available assistance, and opportunities for self-help.
* Compiles all necessary documentation; prepares folder for each financial aid student; reviews and revises information as necessary during the award process.
* Determines student eligibility and financial needs according to clearly established criteria set forth by federal guidelines and District policy; assists in making initial awards, adjustments, and in the distribution of loan funds.
* Processes loans/financial aid awards; notifies students of awards or denial of awards; follows up with students with incomplete documentation to complete eligibility; adjusts awards based on student receiving scholarships and other outside assistance.
* Prepares periodic reports on accumulated expenditures and balances in preparation for fund disbursements.
* Maintains financial aid student records and related documentation; reviews and updates pertinent financial aid data.
* Stays current on legislative updates pertaining to financial aid; updates and maintains required licensure required to access federal databases.
* Performs other duties related to the primary job duties.
The following generally describes the knowledge and ability required to enter the job and/or be learned within a short period of time in order to successfully perform the assigned duties.
CORE COMPETENCIES:
Analyzing and Interpreting Data
* Apply sorting, coding and categorizing rules
* Analyze data
* Read reports
* Draw meaning and conclusions from quantitative and/or qualitative data
Customer Focus
* Attending to the needs and expectations of customer
* Seeks information about the immediate and longer term needs of the customer
* Anticipates what the customer may want or expect in a product or service
* Works across organizational boundaries to meet customer needs
Reading Comprehension
* Understanding and using written information
* Knows the meaning of printed words; comprehend the literal meaning of text
* Make interpretations, applications, deductions, inferences, extrapolations from written information
Professional and Technical Expertise
* Applying technical subject matter to the job
* Knows the rudimentary concepts of performing the essential technical operations
Critical Thinking
* Analytically and logically evaluates information to resolve problems
* Follow guide, SOP or other step by step procedures for locating the source of a problem and fixing it
* May detect ambiguous, incomplete, or conflicting information or instructions
Attention to Detail
* Focusing on the details of work content
* Shows care and thoroughness in adhering to process and procedures that assure quality
* Applies knowledge and skill in recognizing and evaluating details of work
* Applies skilled final touches on products
Using Technology
* Working with electronic hardware and software applications
* Using basic features and functions of software and hardware
* Experiments and finds novel uses for standard features and functions
* Adds, improves, modifies, or develops features and functionality
Team Work/Involving Others
* Collaborating with others to achieve shared goals
* Engages others for suggestions and ideas
Writing
* Communicating effectively in writing
* Using correct writing mechanics including spelling, vocabulary, grammar, syntax, punctuation, capitalization, sentence structure
* Logically orders and structures ideas and progression of thought
Adaptability
* Responding positively to change and modifying behavior as the situation requires
* Accept and adjust to changes and the unfamiliar
Innovation
* Imagining and devising new and better ways of doing things
* Fix what is broken; find solutions and fixes with resources at hand
* Finds new approaches to performing familiar tasks
* Create and invent new ideas; envision the unexpected, unexplored, untried
Listening
* Comprehend and verbal instructions and orally presented information
* Recalls or retrieves key points in a conversation
* Listen actively by rephrasing others' input cogently and accurately
Legal and Regulatory Navigation
* Understanding, interpreting, and ensuring compliance with laws and regulations
* Locates, understands, or provides factual regulator information
* Works within the bounds and limits of what is permissible
Professional Integrity and Ethics
* Follows a clear-cut set of rules
* Understands practical necessity of rules and ethical guidelines
* Shows consistency in behavior and judgement over a long term and varied situations
Valuing Diversity
* Shows acceptance of individual differences
* Welcomes input and inclusion of others who may be different from oneself
* Shows understanding and empathy for the challenges of groups seeking inclusion or dealing with perceived discrimination
Lead, Advanced or Senior Level Positions
Education/Training: Equivalent to completion of high school supplemented by twelve (12) units of college level course work in business administration, accounting, or a related field.
Experience: Three (3) years of increasingly responsible financial aid program experience.
The conditions herein 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 job functions.
Environment: Work is performed primarily in a standard office setting with frequent student contact.
Physical: Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to occasionally lift, carry, push, and/or pull light to moderate amounts of weight up to 25 pounds; to operate office equipment requiring repetitive hand movement and fine coordination including use of a computer keyboard; and to verbally communicate to exchange information.
Vision: See in the normal visual range with or without correction; vision sufficient to read computer screens and printed documents; and to operate assigned equipment.
Hearing: Hear in the normal audio range with or without correction.
The person selected for hire will be required to complete the following pre-employment requirements:
* Submit to and successfully pass DOJ live scan/fingerprinting. Cost of live-scan services to be borne by candidate.
* Sealed official transcript(s) in envelope from institution or electronic copies emailed directly from institution (for positions with higher education requirement)
* Tuberculosis (TB) risk assessment
* Other pre-employment requirements may be required depending on the position (i.e. certifications or licenses; see job posting qualifications section for details).
Successful completion of all pre-employment requirements is mandatory to be eligible for employment. These requirements are in accordance with the San Bernardino Community College District's Administrative Procedures and Board Policies.
Financial Analyst I
Finance internship job in Ontario, CA
Salary Range: $55,169.00 To $75,857.00 Exact compensation may vary based on skills, experience and/or education, and location. This position is also eligible for an annual bonus. The Financial Analyst is responsible for collecting, analyzing, and reporting on financial data, financial projections, and results of analysis.
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
* Reconciles and validates data between various sources as required
* Identifies financial status by comparing and analyzing actual results with plans and forecasts.
* Improves financial status by analyzing results; monitoring variances; identifying trends; recommending actions to management.
* Prepares financial reporting for the Board of Directors to provide relevant and timely information in support of executive management
* Prepares various financial reports, at the direction of the Financial Planning & Analysis Manager
* Maintain various databases by entering, verifying, and backing up data.
* Increases productivity by developing and using automated processes and software applications; coordinating information requirements.
* Other duties as assigned.
* Provide, present and promote The Citizens Experience to all external and internal customers.
SUPERVISORY RESPONSIBILITIES
None
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.
EDUCATION and/or EXPERIENCE
Bachelor's Degree (B.A.) from four-year College or university in Finance, Economics, Accounting, or another related field of study; or 0 - 2 years related experience and/or training; or equivalent combination of education and experience. Advanced degree desired, but not required.
OTHER QUALIFICATIONS/SKILLS
* Ability to multi task, work effectively in a high production environment, and respond quickly and productively under pressure, tight timelines, and changing priorities
* Team player, who can operate effectively within a matrix management environment
* Strong analytical, organizational and problem-solving skills, with demonstrated ability to provide creative solutions to real-time challenges
* Ability to use/customize complex financial models, as well as familiarity with financial concepts, practices and procedures
* Advanced computer skills and experience with Microsoft Office Suite
* Internally motivated and proactive to seek out alternative ideas to improve the efficiency and effectiveness of the group through the development of new skills and generation of new ideas.
LANGUAGE SKILLS
This position requires strong communication skills, both written and oral, with the ability to write reports, business correspondence, and procedure manuals, as well as the ability to effectively present information and respond to questions effectively. Requires the ability to read, analyze, and interpret general business periodicals, professional journals, technical literature, and government regulations.
MATHEMATICAL SKILLS
Ability to work with mathematical concepts such as probability and statistical inference, discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry.
REASONING ABILITY
Strong analytical skills with the ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
COMPUTER SKILLS
To perform this job successfully, an individual should have a strong understanding of budgeting, forecasting and profitability models (SQL; Crystal report writing tools, advanced modeling skills using Microsoft Excel and/or Microsoft Access) and experience with Microsoft PowerPoint and Word.
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. Reasonably accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand; walk; and stoop, kneed, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this position include close vision, and ability to adjust focus.
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 noise level in the work environment is usually moderate.
Salary Range: $55,169.00 To $75,857.00
Business Operations Analyst (Intern)
Finance internship job in Corona, CA
Location: On-site preferred (near Ontario, CA) Duration: 3-6 months (flexible, minimum 20 hours/week) Compensation: $18/hour Eligibility: Junior/Senior undergraduate or graduate student in business analytics, statistics, economics, or related fields Key Responsibilities:
Analyze sales, advertising (Amazon DSP/Sponsored Ads), and shipping/returns data
Identify performance trends, channel insights, and margin opportunities
Prepare dashboards and reports for decision-making
Collaborate with cross-functional teams to turn insights into business actions
Support pricing, inventory, and logistics optimizations
What You'll Gain:
Mentorship in applied analytics, operations, and e-commerce
Real-world exposure to Amazon, Wayfair, Walmart, and DTC analytics environments
Opportunity to propose and test your own hypotheses with measurable business impact
🎁 Additional Perks & Benefits
Flexible schedule to accommodate classes and exams
Opportunities to attend industry expos or customer site visits
Letter of recommendation upon completion
Mentorship from experienced professionals in marketing, e-commerce, and analytics
For outstanding interns: priority consideration for full-time role
H-1B sponsorship available
📝 Application Process Please submit:
Resume
Short paragraph on why you're interested
Optional: Portfolio, past project, or campaign report (for marketing positions)
Finance Council Advisor
Finance internship job in Riverside, CA
Job Description: Ability to meet quarterly or as deemed necessary throughout the academic year in what are generally open-ended discussions involving students, staff, faculty and administrators.
Presentations/Reports/Assignments for meetings to include:
Student Surveys
New Initiative Testing
Research and review of specific items
Review student documents
General knowledge of all students' functions as they relate to Financial Administration, Bursar, Student Financial Services, and Accounts & Loans. Assist Financial Administration to better understand the needs of students and how to best help them.
Job Requirements:
Must currently be a registered student at La Sierra University
Able to communicate both written and orally.
Able to analyze, critique, and provide feedback.
Wage: $25/hour
College Financial Representative, Internship Program
Finance internship job in Ontario, CA
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.
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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
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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
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$257 billion retail investment client assets held or managed by Northwestern Mutual
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Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
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Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
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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.
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As of June 30, 2023
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Combined client assets of NMIS and NMWMC as of June 30, 2023
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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.
Auto-ApplyFinancial Solutions Advisor Registration Candidate - Northern Inland Empire Market
Finance internship job in Fontana, CA
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We'll help you
* Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
* Get training and one-on-one coaching from Academy managers who are invested in your success.
* Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
* Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
* Build your network. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
* Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
* Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
* Aptitude in obtaining required industry licenses.
* Must be self-disciplined in managing time and capacity.
* Experience in cultivating client relationships, accessing needs and recommending solutions.
* Success creating strong peer relationships through effective communication and collaboration.
* Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment.
* Executes multiple tasks simultaneously.
* Learns and adapts to new technology or applications.
Desired Qualifications:
* Currently holds FINRA Securities Industry Essentials (SIE)
* Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
Skills:
* Client Experience Branding
* Client Solutions Advisory
* Investment Management
* Pipeline Management
* Referral Management
* Client Management
* Customer and Client Focus
* Portfolio Management
* Prospecting
* Referral Identification
* Business Acumen
* Executive Presence
* Oral Communications
* Risk Management
* Trading
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Schedule: Monday - Fridays and rotating Saturdays
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Financial Analyst II - Cost/Schedule
Finance internship job in Redlands, CA
Apply your cost and schedule management skills within our Professional Services division. The people you will support work across many industries, including governments (federal, state, regional, and local communities), NGO groups, private consultancies, environmental engineering, commercial, and others.
The team you will work with are collaborative and forward leaning. They are problem solvers, listeners, facilitators, guides, and trusted advisors to thousands of ArcGIS users making a difference. We will benefit from the experience of working together to support the business operations of the division.
Responsibilities
Develop, implement, and maintain budgets for assigned programs
Establish work breakdown structure (WBS), coordinate required budgeting detail, establish and track management reserve, support monthly performance assessment, and perform variance analysis
Monitor all aspects of program cost and schedule control
Assist with the development of estimate at completion (EAC) exercises
Support schedule tracking functions including monitoring major milestone performance, updating scheduling tools, and analyzing variances
Maintain and implement existing processes to successfully manage subcontract activity
Participate with the project team as financial advisor to ensure early identification of problem areas on assigned programs; help identify corrective action plans
Participate in the monthly revenue recognition process
Interpret contracts for invoicing requirements and develop invoice detailed backup
Run necessary Kantata and SAP reports; prepare and process monthly sales orders and invoices as assigned in SAP
Coordinate the review and approval of invoices with project managers
Work directly with Customer Service, Contracts, project administration, and management to resolve invoicing and payment issues
Requirements
2+ years of professional experience in a similar position, supporting similar responsibilities
Professional experience providing financial controls support
Ability to use and customize complex financial models, as well as familiarity with financial concepts, practices, and procedures
Excellent written and verbal communication, attention to detail, and organizational skills
Ability to collaborate in a cross-functional team environment and effectively interact with all departments and levels of staff
Ability to develop, implement, and maintain budgets for assigned programs
Bachelor's in business administration, finance, accounting, or related field
Recommended Qualifications
Prior SAP Project System experience
Prior Kantata PSA experience
Past Microsoft Project or other standard scheduling application experience preferred
Master's in business administration, finance, accounting, or related field
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