Financial Representative Trainee (Sales) - Austin, TX
Finance internship job in Austin, TX
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************.
Fair Chance Notices
Intern - Commercial Banking
Finance internship job in Austin, TX
An internship at PlainsCapital Bank is designed to gain valuable insight into the banking industry through on-the job and formal training activities. A Commercial Banking Intern can expect hands-on experience with the credit analyst and lending teams as well as an opportunity to observe the importance of building relationships through client presentations and networking events. Interns will also learn how various departments within the Bank operate together to provide comprehensive service to our customers; departments include Treasury Management, Premier Services, Private Banking, and Merchant Services.
Internship Dates: May 27th - July 31st, 2026
Must be enrolled in a four-year, accredited college or university. Strong preference for Finance or Accounting major or concentration. Supplemental finance/accounting coursework for those not actively pursuing a Finance or Accounting major can also be considered.
Should be in good standing at the college or university.
Must be eligible to work for any employer in the U.S. without sponsorship now or at any point in the future.
Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.
Excellent verbal, written and interpersonal communication skills.
Excellent customer service and teamwork skills demonstrated through previous work experience, other internships, and/or extracurricular activities.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
Observes the day-to-day activities of Loan Officers and Credit Analysts through experienced mentors
Observes and practices the processes for spreading financial statements and underwriting loans of different sizes and complexities within various industries.
Performs analysis commensurate with experience level and formulates quality questions to enhance the underwriting of the loan request.
Participates in loan committee meetings to gain insight on the loan approval process.
Observes how loan packages are prepared and sent to Loan Services department for booking/funding; reviews loan set-up worksheets to identify if package is missing information and works with Loan Officer and Loan Assistant to complete the package.
Observes how new business is generated through referrals, prospecting, and networking.
Gains an understanding of the Bank's target customer profile through industry research and preparation of prospect materials.
Networks with leaders within the lending division. Meet with product partners to learn about complementary services/programs offered to clients.
Learns to effectively interact with employees, vendors, and clients and enhances verbal and interpersonal communication skills.
When appropriate, participates in training opportunities offered through the Banker Development Program which is the Bank's training program designed for analysts who wish to pursue a career as a Commercial Banker.
Auto-ApplyFinancial Advisor II
Finance internship job in Austin, TX
It's about helping others establish a financial foundation and build their dreams.
Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet?
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services.
Who you are:
As a Financial Advisor II, you will work with our clients to help them develop financial plans, provide sound financial advice, and proactively market Frost Banking and Brokerage products and services. More than that, this role is about building relationships and doing it your way. Here, you'll have the freedom and flexibility to focus on the parts of the business that you enjoy (such as retirement planning, investments, etc.), and you'll get to know our clients and their families on a deeper level, so you can help them reach their financial goals.
What you'll do:
Build strong relationships with Frost customers by meeting with them regularly to provide top-tier levels of support and financial advice
Actively develop new business while also managing and maintaining existing client relationships
Analyze financial data to provide modification recommendations based on client risk tolerance, goals, objectives, and preferences
Provide customers with complex financial planning services, such as cash flow modeling, retirement planning, and education funding
Collaborate with attorneys and accountants regarding estate, gift, and income tax planning
Market investment products and services to new and existing Frost Bank and Frost Brokerage clients
What you'll need:
Bachelor's degree in business, economics, or related discipline or 5+ years of related experience
FINRA Series 7, 63, and 65 licenses
or
FINRA Series 7 and 66 licenses or the ability to obtain them within 120 days of hire
General lines agent license: Life, accident, health, and HMO insurance or the ability to obtain it within 90 days of hire
Proficiency in Microsoft applications
Excellent written and verbal communication skills
Strong organizational and time-management skills and can adapt quickly to fast-paced environments
Additional Preferred Skills:
5+ years of investment-related sales experience with portfolio management, security analysis, and client interaction experience
Certified Financial Planner, Certified Wealth Strategist, or other designations such as Certified Public Accountant, Chartered Financial Analyst, Certified Investment Management Analyst, or Certified Trust and Fiduciary Advisor
Master's degree in business, economics, or related discipline
Frost Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term disability, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
Auto-ApplyInvestments - Summer Internship 2026
Finance internship job in Austin, TX
Are you ready to jumpstart your career in real estate investments with hands-on experience? LV Collective is offering a Summer Internship for 2026 in our Investments division! This is an exciting opportunity to immerse yourself in the dynamic world of real estate finance while working alongside a talented team in Austin, Texas.
During this internship, you will have the chance to support our Investments Team underwriting acquisition and development opportunities. You'll gain exposure to real-world applications in a collaborative, fast-paced environment, and contribute to projects that shape the future of multifamily and student housing developments.
Key Responsibilities:
Assist the Investments Team in underwriting new deals and maintaining financial models.
Assist Investments Team in project specific decision making.
Maintain LV Collective's internal data sets across national markets.
Attend weekly project meetings for all assigned projects.
Lead research initiatives on new markets and disseminate information to the LV team.
Pursue long term research projects and present results to senior leadership.
Organize surveys and events to interact with UT students and gauge consumer preference.
Complete other responsibilities as needed to support LV Collective.
Requirements
Qualifications:
Currently pursuing a B.A or B.S
Must be able to work 40 hours per week.
Skills: Proficient in Microsoft Excel, Word, and Power Point.
Bonus Skills: Data Analytics, Python, and previous real estate or market research experience.
Shows strong interest in real estate development & investments.
Demonstrates strong work ethic and ability to think critically.
The ability to identify avenues to advance projects and improve the process within the firm.
Excellent verbal and written communication skills.
Benefits
LV Collective offers a collaborative, fun, and flexible work environment inside its newly designed office located in Downtown Austin, Texas. Perks include unlimited paid time off, a pet-friendly office culture, a fully stocked breakroom with snacks, coffee, and sparkling water, and free parking. Team happy hours and lunches happen often, and ping pong matches daily.
Ready to join a dynamic team and make an impact in real estate investments? Apply today and take the first step toward a thriving career with LV Collective!
Auto-ApplyFinancial Planning & Analysis Intern, application via RippleMatch
Finance internship job in Austin, TX
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent.
About RippleMatch
RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers.
Requirements for the role:
Currently pursuing a Bachelor's or Master's degree in Finance, Accounting, Economics, or a related field.
Basic understanding of financial concepts, including budgeting, forecasting, and financial modeling.
Previous internship or project experience in finance, accounting, or related fields is preferred.
Ability to assist in the preparation of detailed financial reports and analysis, including variance analysis and financial projections.
Strong analytical skills, with the capability to work with large datasets and perform complex numerical calculations.
Good organizational and project management skills, capable of managing multiple tasks and contributing to collaborative projects.
Effective communication and interpersonal skills, essential for working with finance teams and explaining financial concepts to non-finance stakeholders.
Proficiency with Microsoft Office, particularly Excel, and familiarity with financial modeling tools.
Eagerness to learn about financial strategy, market trends, and the operational impacts on finances.
Creativity and innovation in developing financial solutions to business challenges.
Auto-ApplyIntern - Commercial Banking
Finance internship job in Austin, TX
An internship at PlainsCapital Bank is designed to gain valuable insight into the banking industry through on-the job and formal training activities. A Commercial Banking Intern can expect hands-on experience with the credit analyst and lending teams as well as an opportunity to observe the importance of building relationships through client presentations and networking events. Interns will also learn how various departments within the Bank operate together to provide comprehensive service to our customers; departments include Treasury Management, Premier Services, Private Banking, and Merchant Services.
Internship Dates: May 27th - July 31st, 2026
Must be enrolled in a four-year, accredited college or university. Strong preference for Finance or Accounting major or concentration. Supplemental finance/accounting coursework for those not actively pursuing a Finance or Accounting major can also be considered.
Should be in good standing at the college or university.
Must be eligible to work for any employer in the U.S. without sponsorship now or at any point in the future.
Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.
Excellent verbal, written and interpersonal communication skills.
Excellent customer service and teamwork skills demonstrated through previous work experience, other internships, and/or extracurricular activities.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
Observes the day-to-day activities of Loan Officers and Credit Analysts through experienced mentors
Observes and practices the processes for spreading financial statements and underwriting loans of different sizes and complexities within various industries.
Performs analysis commensurate with experience level and formulates quality questions to enhance the underwriting of the loan request.
Participates in loan committee meetings to gain insight on the loan approval process.
Observes how loan packages are prepared and sent to Loan Services department for booking/funding; reviews loan set-up worksheets to identify if package is missing information and works with Loan Officer and Loan Assistant to complete the package.
Observes how new business is generated through referrals, prospecting, and networking.
Gains an understanding of the Bank's target customer profile through industry research and preparation of prospect materials.
Networks with leaders within the lending division. Meet with product partners to learn about complementary services/programs offered to clients.
Learns to effectively interact with employees, vendors, and clients and enhances verbal and interpersonal communication skills.
When appropriate, participates in training opportunities offered through the Banker Development Program which is the Bank's training program designed for analysts who wish to pursue a career as a Commercial Banker.
Auto-ApplyFinancial Analyst Internship
Finance internship job in Austin, TX
Founded in 1965 by Mack Pogue as Lincoln Property Company, Willow Bridge Property Company is one of the United States' most respected full-service residential property companies, operating a successful portfolio in 75 markets. Headquartered in Dallas, Texas, Willow Bridge proudly employs over 5,500 team members, has built over 200,000 apartments and manages 220,000 units for its clients. To learn more, visit willowbridgepc.com.
We create places people want to call home - starting with you.
With decades of proven success, Willow Bridge is a national leader in residential property management and development, active in 29 states and managing more than 230,000 apartment homes across the U.S.
At Willow Bridge, our purpose drives everything we do. Whether you're launching your career or looking to take the next step, we're here to support your growth with intention, flexibility, and real opportunities to make an impact.
The Willow Bridge Summer Internship Program is a 9-week experience designed to provide valuable hands-on work with a national leader in the property management industry. Your summer with Willow Bridge will include:
* A 3-day orientation experience at HQ in Dallas, TX with opportunities to network and hear from senior leadership
* Weekly internship meetings consisting of professional workshops, leadership speakers, and meaningful conversations
* The opportunity to showcase your interests and learnings through a final project presentation to leadership at the conclusion of the program
The program will run from June 1 - July 31, 2026.
Responsibilities
Responsibilities:
We're currently hiring a Financial Analyst Intern to work with our team based in Austin, TX. We are looking for an entrepreneurial-minded person who enjoys building relationships with their team and customers. Does that sound like you? Become part of the Willow Bridge family and grow your career path today!
* Learn how to monitor/evaluate multifamily market conditions, including rental rates, occupancy trends, leasing concessions, & construction delivery schedules
* Assist Regional Management team with property-level & portfolio-level operational strategies based on market research, to include historical market trending and performance forecasting
* Support Asset Managers on requests involving market rent analysis, market saturation analysis, lease-up absorption analysis, etc.
* Shadow the underwriting/proforma process for potential business
* Additional tasks as assigned
* Check assigned email regularly
* Check in with assigned manager and internship program directors regularly to report progress, questions, and any concerns that may arise
Qualifications
Qualifications:
* Interest or desire to work in property management, real estate, or finance
* Strong analytical skills & ability to grasp new concepts quickly.
* Strong written and verbal skills.
* Ability to maintain sensitive and confidential information.
* Strong problem-solving skills.
* Must display intellectual curiosity and eagerness to learn.
* Must be a rising Junior or Senior for a degree in Finance, Real Estate, Business Administration, or related field from an accredited college or university at the time of the first day of the program
Auto-ApplyFinancial Analyst Internship - Spring 2026
Finance internship job in Austin, TX
Job DescriptionSalary: $13.50/hour
At Madhouse, our people are our greatest differentiator and competitive advantage. Together, were committed to creating the best communities for our residents. As a Financial Analyst Intern, youll collaborate with Development Managers, Asset Managers, and the Executive Team to support and enhance our upcoming community projects. Youll gain hands-on experience in financial and market analysis, development entitlements, site acquisition, lender and investor due diligence, and construction project management, among other things. Our collaborative environment offers a unique opportunity to build your skill sets in a number of projects and key initiatives. Madhouse is committed to being a leader in the multifamily industry, and you will be part of a team leading the way into the future.
PRIMARY RESPONSIBILITIES:
Participate in the financial analysis of the development process for multifamily communities and financial activities at Madhouse by:
Evaluating the economic performance of specific real estate projects and giving a detailed analysis.
Maintaining a database by entering, verifying, and backing up data; updating real estate portfolios expense database.
Recommending actions by analyzing and interpreting data and making comparative analyses.
Increasing productivity by developing automated accounting applications and coordinating information requirements.
Assisting with cost analysis process by enforcing policies and procedures; providing trends and forecasts; recommending actions.
Tracking expenses and revenues vs. budget, analyzing fluctuations and assisting with forecasts.
Analyzing quarterly operating reports.
Analyzing cost efficiencies profit margins and measuring financial risks in investments.
Reviewing monthly expenses to ensure that expenses are booked correctly and working with the accounting team to make any necessary reclassification.
Assisting with the preparation of construction-related draws, cost certifications, and certified audits.
Preparing and providing brief development status reports to be used in connection with staff meetings.
Working with team members of the development department on due diligence activities and other project-related duties.
Assisting with government relations, project acquisition, and development activities.
Assisting in locating markets and municipalities for proposed developments, along with evaluating and procuring properties for acquisition and rehabilitation.
Assisting in liaising with neighborhood groups, local organizations, adjacent property owners, and other parties interested in the development, organizing meetings with such parties, if requested, prepare information on the development for such parties.
Providing advice and recommendations as to the selection procedures for the Housing Tax Credit application for scoring purposes.
KNOWLEDGE, SKILLS, AND ABILITIES:
Proficiency in Microsoft Office with emphasis on Excel.
Strong initiative, with the ability to manage multiple projects and follow-through effectively.
Solid understanding of accounting principles (GAAP).
Effective communication and interpersonal skills.
Ability to complete projects accurately and on time.
Detail oriented with excellent organizational and analytical skills.
Ability to collaborate with others in a fast-paced, dynamic environment.
Strong problem-solving skills and a calculative mindset.
Attention to detail for uncovering obscure facts in your line of work.
Confident presentation skills with the ability to convey insights clearly and persuasively.
EDUCATION & EXPERIENCE REQUIREMENTS
Pursuing a bachelors degree or higher with a focus in Accounting, Business, Finance, Law or Real Estate required.
WAGE & SCHEDULE:
$13.50 per hour, paid bi-weekly.
Commitment of 20-40 hours per week.
We prefer a consistent work schedule.
We are understanding and flexible with your class schedule.
Internships are on-site, in Austin, TX.
Work/Life/Fun balance in a casual and collaborative work environment! Team members enjoy company-wide events and celebrations.
HOW TO STAND OUT
Submit a well-crafted cover letter expressing your interest in Madhouse and our industry, highlighting how your internship can contribute to our company's success.
SUMMARY
Employment Type: Seasonal, Temporary
Location: On-site in Austin, Texas; Corporate Office
Work Hours/Week: 20-40 hours per week
Compensation: $13.50/hour
Required Travel: None
Visit MadhouseDevelopment.net for more information.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Madhouse is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
Personal Financial Representative (English/Spanish Bilingual) - North Region
Finance internship job in Austin, TX
About the Job
As a Personal Financial Representative, you will engage with our Members and prospective Members to identify needs and educate them on products and services that will improve their financial wellbeing and quality of life. Eager to build strong, long-term meaningful relationships, our Personal Financial Representatives have a passion for exceptional Member service. Personal Financial Representatives strive to provide a caring and exceptional Member experience by effectively communicating with Members to understand Member needs, identifying product and service needs, identifying solutions, and resolving Member requests and issues.
About UFCU
Founded in 1936, UFCU has grown to serve Members across Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures.
In pursuit of our aspiration that UFCU is loved by millions of Members and built to thrive for generations, we are guided by our values:
Purposefully Member-Obsessed
We are driven by a profound sense of empathy to deeply understand our Members' needs and preferences, what brighter futures means to them, and the obstacles in their way. We act in our Members' best interests, forever seeking to empower their financial success.
Possibilities Reimagined
We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights.
Performance Excellence Rooted in Unwavering Integrity
We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration.
Essential Functions of the Job
Member Relationships
Open savings, checking and deposit accounts as well as Certificate of Deposits
Educate members on Credit Reviews and Needs Assessments
Accept and input consumer and business loans
Communicate UFCU's Mission, Vision, and Values
Account Services
Refer fraud claims to experts
Provide online and mobile support
Increase Automated Teller Machine limits
Release check holds
Provide notary services
Conduct Signature Guarantees
Complete wire transfers
Validate vehicle values
Manage account restrictions and pop-up concerns, and add travel notes on member accounts
Partner with Collections for members who are past due
Problem solve and facilitate connecting members with internal business partners
Conduct Transactions
Process service requests and financial transactions
Process stop payments via check, ACH and/or Cashier's Checks
Process ATM and Point-of-Service transaction disputes
Set-up and grant access to safe deposit box
Print documents, including Debit/ATM cards, vehicle buyer's checks, temporary checks, Statements, and direct deposit letters
Compliance
Performs other duties as assigned.
Adhere to all company policies, procedures and business ethics codes.
Complete required regulatory training as assigned.
Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation.
Business Development
Make external business partner referrals
Host tables at and attend community events
Knowledge, Skills and Abilities
Ability to effectively build relationships, establish rapport, and diplomatically communicate information
Effective active listening skills
Excellent verbal, interpersonal, and written communication skills
Ability to be adaptable and work in a fast-paced environment
Ability to demonstrate good judgement and effective problem solving skills to help identify and resolve Member issues
Strong attention to detail
Strong organizational and time management skills
Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a “what can I do to help?” attitude
High proficiency in Microsoft Office
Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification
Core Competencies
Demonstrating Member Obsession
Demonstrating Performance Excellence
Demonstrating Innovation
Required Qualifications
High School Diploma or GED
English/Spanish bilingual
Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment
Minimum of two (2) years of customer service experience
Minimum of one (1) year working in a team environment
Advanced knowledge of current local, state, and federal regulations
Preferred Qualifications
Bachelor's Degree
Credit Union experience
Series 6, 63, and/or Texas Life and Health Insurance licenses
Registered NMLS
Investment license
Consumer lending experience
General knowledge of applicable financial industry regulations
Military experience
Hours
Monday through Friday from 8:30am to 5:30pm, and on Saturday from 9am to 2pm.
About This Career Opportunity
We're always looking for great talent. If you're looking for a career with a socially conscious, service-oriented organization and want to have fun while you're at it, join our UFCU team!
INDUFCU
Advisor, Finance Operations
Finance internship job in Austin, TX
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**Responsibilities**
+ Assembles the past due report and interacts directly with vendors to obtain payments and reconcile discrepancies
+ Learns the Cardinal systems to track and validate the calculations of supplier rebates
+ Support the sourcing team to ensure the Cardinal system reflects the most up to date and current contracts, thereby ensuring the supplier rebates are calculated correctly
+ Assist vendors and internal sourcing teams with any disputes/inquiries
+ Assist internal cash team with payment application details for vendor payments
+ Assist with month end close activities, which consist of ensuring manual rebates are calculated correctly, all manual billings are reclassified to the correct general ledger accounts and checking the systematic rebates for accuracy
**_Qualifications_**
+ 3-6 years of experience, preferred
+ Bachelor's degree in related field, preferred, or equivalent work experience, preferred
+ Proficient in Microsoft Office Suite (e.g. Excel)
+ Experience with SAP or similar ERP systems
+ Experience with contracts and agreements
+ Strong organizational skills
+ Strong communication skills
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500 - $96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 2/16/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Financial Analyst
Finance internship job in Austin, TX
Energy
Focused Energy is a fusion energy startup committed to generating unlimited clean energy to responsibly meet future global demand. Founded by two world-renowned scientists and a seasoned entrepreneur behind several successful startups, we are commercializing laser-induced inertial fusion-a clean and highly efficient power generation technology poised to transform the energy landscape.
We're seeking a reliable, hands-on Financial Analyst to support U.S. finance operations and FP&A execution. This role works closely with the Director of FP&A to manage vendor payments, accounts payable/receivable processes, assist with procurement activities, support month-end close, and contribute to financial planning and reporting initiatives as the organization scales. The ideal candidate enjoys operational work as much as financial analysis, and thrives in a dynamic environment with evolving processes and responsibilities.
What You'll Do
Reporting to the Director of FP&A, you will support U.S. finance operations and planning work with a hands-on approach.
This role is a blend of Financial Planning & Analysis and Finance Operations (AP/AR/vendor handling).
Core Responsibilities:
Support monthly financial close alongside accounting
Manage day-to-day finance operations including Accounts Payable (AP) & Accounts Receivable (AR)
Own vendor onboarding, maintain vendor documentation, and coordinate vendor payments on a regular cadence
Assist with procurement-related processes for U.S. operations (basic purchasing workflows, PO coordination, invoices)
Prepare financial analysis and support budgeting/forecasting activities under direction of FP&A Director
Provide data support for budget vs actual variance, CapEx/OpEx tracking, and ad-hoc reporting
Contribute to FP&A work incrementally - modeling, planning, reporting - with future room to scale responsibility
Who You Are
We are seeking a reliable, collaborative, execution-focused analyst who enjoys operational work as much as financial planning.
Required Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or related discipline
3-6 years experience in finance operations, FP&A, accounting or similar role (AP/AR/vendor exposure ideal)
Hands-on mindset - comfortable processing recurring tasks as well as analytical work
Experience with vendor onboarding, invoice/payment processing, basic procurement workflows preferred
Strong communication skills - approachable, collaborative, and helpful cross-functionally
Proficiency in Microsoft Office; ability to work with financial data
Able to work onsite in Austin on a hybrid schedule (local presence required)
Startup / ambiguous environment comfort - willing to solve operational gaps proactively
Nice-to-Have
Experience supporting month-end close
Exposure to financial planning models/reporting
Worked cross-functionally with ops / supply chain / legal / facilities
Experience in deep-tech or hardware is a bonus but not required
Focused Energy is an equal opportunity employer committed to creating an inclusive environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.
Pursuant to the San Francisco Fair Chance Ordinance, Focused Energy will consider for employment qualified applicants with arrest and conviction records.
Compensation offered will be determined by factors such as location, level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, benefits.
Auto-ApplyFinance Analyst IV
Finance internship job in Austin, TX
+ The Financial Analyst Position (s) will be focused on providing core data analytics and financial planning support for Cloud AI Product finance teams. + The primary responsibilities will range from establishing short term business forecasts and long-term planning outlook for this emerging business.
+ Additionally, this role will provide key business insights and analytical support for strategic initiatives.
**Responsibilities:**
+ Financial data support for day-to-day strategic initiatives and programs for both Go to Market (GTM) and Product (Eng) Finance organizations
+ Forecasting revenue for product leadership including account AI workload level insight and assessment
+ FP&A support for Cloud AI business Long Range Planning efforts and quantitative analysis for New AI Products, New AI Solutions and financial modeling of chip capacity performance and plans
+ Financial / quantitative design of new business processes including new planning tools and new data needs to support business direction.
**Experience:**
+ Experience: 5+ Years experience in FP&A and or relevant financial planning roles
+ Experience with financial modeling of a new or unstructured business model.
+ Operational knowledge of the P&L and how to apply to business problems.
+ Data Analytics Skills and demonstrated ability to perform more advanced quantitative analytics.
+ Awareness and working knowledge of Cloud and AI technical concepts.
**Skills:**
+ Financial Planning (Revenue Planning, P&L Development, Financial Modeling)
+ Data Analytics (Financial / Business data quantitative analysis)
+ Business Strategy & Planning (Business Operations, Long Term Planning, New Market sizing and assessment).
+ Microsoft SQL (Ability to learn and write simple SQL queries)
+ AI Industry Knowledge (Understanding of Machine Learning and AI tools and applications)
**Education:**
+ BBA in Finance and / or MBA in finance with relevant undergrad technical degree
**About US Tech Solutions:**
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit *********************** (*********************************** .
US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
College Financial Representative, Internship Program
Finance internship job in San Marcos, TX
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.
Auto-Apply2026 Summer Intern - Global Wealth Management, Private Client Group
Finance internship job in Austin, TX
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
2026 Summer Internship - Account Analyst, Global Wealth Management Private Client Group, US
Positions will be located in PIMCO's Newport Beach, CA Headquarters, Austin, Texas, or New York, NY.
You're eligible to apply if you:
* Pursuing an undergraduate degree
* Must be able to begin full time employment at a PIMCO office between January 2027 - August 2027
* Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026)
* Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university
* Are business proficient in English
See yourself as GWM, Private Client Group Account Analyst:
Global Wealth Management (GWM)'s mission is to create industry leading experiences for financial intermediates and their individual investor clients while providing a strong contribution to PIMCO's overall business results. PIMCO GWM is responsible for business strategy and client coverage for the intermediated individual investor segment of the market. Converge includes RIAs, family offices, banks/ brokerage firms, trust banks, platforms, and sub-advisory relationships.
The Private Client Group focuses on servicing clients such as high-net-worth individuals, family offices, and financial advisors. The team provides a more personalized service and tailored investment solutions to meet the specific needs of private clients. An analyst's primary responsibility is to support PIMCO's investment professionals to ensure delivery of the highest level of service to our clients.
Responsibilities for this role include:
* Supporting Account Managers with client specific projects, team-wide initiatives, RFPs, and customized due diligence requests
* Performing research on market trends relevant to client objectives to assist in the analysis and monitoring of client portfolios
You'll excel as a Global Wealth Management (GWM), Private Client Group Account Analyst if you:
* Show strong interest in the financial markets, macroeconomics, and investment finance as demonstrated through relevant coursework, certifications, internship/work experience and/or professional organization & campus club participation
* Possess solid foundation in finance and economics, and familiarity with financial statements and basic investment concepts
* Are able to articulate ideas/strategies clearly, both verbally and in writing
* Possess the ability to develop client relationships into strategic partnerships; have an interest in a client-facing career within Finance
* Are personable, ethical, collaborative, organized, adaptable, problem-solver, self-starter, accountable
* Have the ability to multi-task and handle several projects delivering completed work within expected timeline; while maintaining high level of attention to detail
* Proficiency in Excel is recommended
While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above.
The PIMCO Internship Experience:
* The PIMCO Internship Program runs between Monday, June 8 - Friday, August 14, 2026, with the expectation that you will be available for the full duration of the program
* During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success
* Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts
* Join us for a variety of cross-divisional education, networking & social events!
* Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer
* You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals
* Want to learn more? Hear about The PIMCO Internship Experience from past interns
* As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations
How you should apply:
Applications open in August 2025. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready.
.
What to expect during the interview process:
* After we receive your application, we will conduct an initial review of your resume
* If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview
* If you are chosen to proceed after the video interview, you will then take a cognitive assessment
* Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions
PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment.
For more information on PIMCO and Career Opportunities, please visit ******************************
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Hourly Rate: $ 43.27
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
Auto-ApplyCommunity Banking Intern (Summer 2026)
Finance internship job in Bastrop, TX
Job DescriptionDescription:
The Experience:
The FNB Bastrop Community Banking Intern Program offers college students and recent graduates a comprehensive, hands-on experience in the core functions and mission of a community bank. This immersive program is designed to provide participants with a broad understanding of how a community bank operates, supports customers and businesses, and contributes to the economic growth and stability of its community.
Program Structure:
Throughout the program, interns will gain exposure to key departments and functions. Each experience is guided by professional bankers who provide practical training, project assignments, and role-specific knowledge.
Experiential learning includes:
Retail Banking: Learn the fundamentals of customer service, account management, deposits, and daily branch operations. Observe and gain firsthand experience on building relationships with and supporting customers in their banking needs.
Lending: Explore the lending process from application to closing. Work alongside commercial and consumer lenders to understand loan origination, underwriting, and relationship management.
Credit Analysis: Develop analytical skills by reviewing financial statements and credit underwriting presentations alongside experienced credit professionals.
Finance & Accounting: Assist in financial reporting, budgeting, and other projects to understand how a community bank maintains financial health and achieves financial performance.
Risk Management: Learn how banks identify, assess, and mitigate risks related to operations, compliance, marketing, and other factors.
Fraud Prevention & Security: Gain insight into the controls and systems used to protect customers and the Bank from fraud, cybersecurity threats, and other financial crimes.
Wealth Management: Learn how professional financial planners serve customers to meet a variety of long-term financial goals and needs.
Professional Development: In addition to immersion in departments, interns will participate in workshops, social networking events, governmental and municipal council meetings, field trips, financial literacy, and community outreach activities.
The program also includes a capstone project, implemented as a weekly challenge, on the subject of mergers and acquisitions. Interns will be provided a weekly challenge project and will independently present their findings to our executive team and board of directors in weeks 3-8 of the program.
Program Goals:
By the end of the 8 week program, interns will be able to:
Understand the mission, purpose, culture, and critical role of a community bank.
Understand the organizational structure and interconnected functions of a community bank.
Build practical skills applicable in banking, such as analysis of balance sheets, income statements, peer comparisons, budgets, credit memorandum presentations, and other financial analysis.
Develop professional and mentorship relationships with banking professionals.
Gain insight into potential career paths within the community banking industry.
Requirements:
Ideal Candidates:
The ideal program candidate is a motivated, relationship driven individual who is service and people oriented and pursuing a degree in Finance, Accounting, Business, Economics, or related field. Candidates should also have a demonstrated interest in leadership, and customer and community service.
Required Skills or Prerequisites:
· Demonstrated commitment and interest in serving one's community.
· Strong finance and accounting skills.
· Demonstrated leadership through extracurricular activities or internship/work experience.
· Strong oral and written communication skills, and interpersonal skills.
· Basic proficiency using Microsoft Office applications to include Word and Excel, as well as other database application systems.
Required Education:
· Identified as a Junior, Senior, or recent graduate by credit hours.
· Pursuing a Bachelor's Degree in Finance, Accounting, Business or related discipline.
Other job details:
Pay Rate: $20 per hour
Job Type: Full Time, Temporary
Location: First National Bank of Bastrop Headquarters, Bastrop, TX (On-site)
Time period: Program runs from June 9- August 31, 2026
Schedule: Interns will work approximately 40-45 hours per week for the duration of the program.
Intern - Public Finance (Austin, TX)
Finance internship job in Austin, TX
Hilltop Securities Inc. is currently looking for qualified students to join our Public Finance team as a Summer Intern. This individual will work closely with our Public Finance to gain hands-on experience in the profession while assisting with several key initiatives across the company. They will develop entry-level experience in the financial services industry, including development and delivery of initiatives, and effective practices. Our Summer 2026 Internship Program is an in-person experience lasting from May 27th to July 31st with opportunities located in downtown Dallas at our HTS Tower location and throughout the country at various branch locations.
Responsibilities
Work directly with Traders and Public Finance bankers for hands-on experience in this line of business, including opportunity to perform data analysis and deliver presentations to Public Finance leadership and training on municipal finance.
Perform financial data analysis
Review client memos, assist with development of presentation materials and proposals for new and existing clients
Shadow full-time employees as they interact with potential and existing clients
Assist Public Finance bankers and disclosure departments
Other duties as assigned
Qualifications
High school diploma, GED, or equivalent.
Rising Senior pursuing finance or related field is preferred
Some experience (0 - 1 year) is preferred but not required
Strong interest in public finance investment banking
Computer hardware, operating system (Windows or Mac), and software/application (MS Office, Internet Explorer, Outlook etc.) skills.
Excellent verbal, written, and communication skills
Proven self-starter who can initiate tasks and follow up to completion
Exceptional time management and organizational skills
Desire to learn about career opportunities in the financial services industry
Candidate MUST have authorization to work for any employer in the US without requiring sponsorship, whether in student status or not
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
Auto-ApplyFinancial Analyst Intern, application via RippleMatch
Finance internship job in Austin, TX
This role is with RippleMatch's partner companies. RippleMatch partners with hundreds of companies looking to hire top talent.
About RippleMatch
RippleMatch is your AI-powered job matchmaker. Our platform brings opportunities directly to you by matching you with top employers and jobs you are qualified for. Tell us about your strengths and goals - we'll get you interviews! Leading employers leverage RippleMatch to build high-performing teams and Gen Z job seekers across the country trust RippleMatch to launch and grow their careers.
Requirements for the role
Currently pursuing a Bachelor's or Master's degree in Finance, Economics, Accounting, Business Administration, or a related field.
Basic understanding of financial concepts, including financial modeling, valuation, and analysis.
Proficiency with Excel and experience with financial analysis software and tools.
Strong analytical skills, with the ability to interpret financial data and generate insights.
Good organizational and time management skills, capable of managing multiple tasks and meeting deadlines.
Excellent communication and interpersonal skills, for effectively presenting findings and collaborating with team members.
Attention to detail and a commitment to accuracy in financial reporting and analysis.
Eagerness to learn and adapt in a fast-paced environment.
Initiative to take on projects and a proactive approach to problem-solving.
Participation in finance-related extracurricular activities, such as investment clubs or competitions, is a plus.
Auto-ApplyFinancial Analyst Internship - Summer 2026
Finance internship job in Austin, TX
Job DescriptionSalary: $13.50/hour
At Madhouse, our people are our greatest differentiator and competitive advantage. Together, were committed to creating the best communities for our residents. As a Financial Analyst Intern, youll collaborate with Development Managers, Asset Managers, and the Executive Team to support and enhance our upcoming community projects. Youll gain hands-on experience in financial and market analysis, development entitlements, site acquisition, lender and investor due diligence, and construction project management, among other things. Our collaborative environment offers a unique opportunity to build your skill sets in a number of projects and key initiatives. Madhouse is committed to being a leader in the multifamily industry, and you will be part of a team leading the way into the future.
PRIMARY RESPONSIBILITIES:
Participate in the financial analysis of the development process for multifamily communities and financial activities at Madhouse by:
Evaluating the economic performance of specific real estate projects and giving a detailed analysis.
Maintaining a database by entering, verifying, and backing up data; updating real estate portfolios expense database.
Recommending actions by analyzing and interpreting data and making comparative analyses.
Increasing productivity by developing automated accounting applications and coordinating information requirements.
Assisting with cost analysis process by enforcing policies and procedures; providing trends and forecasts; recommending actions.
Tracking expenses and revenues vs. budget, analyzing fluctuations and assisting with forecasts.
Analyzing quarterly operating reports.
Analyzing cost efficiencies profit margins and measuring financial risks in investments.
Reviewing monthly expenses to ensure that expenses are booked correctly and working with the accounting team to make any necessary reclassification.
Assisting with the preparation of construction-related draws, cost certifications, and certified audits.
Preparing and providing brief development status reports to be used in connection with staff meetings.
Working with team members of the development department on due diligence activities and other project-related duties.
Assisting with government relations, project acquisition, and development activities.
Assisting in locating markets and municipalities for proposed developments, along with evaluating and procuring properties for acquisition and rehabilitation.
Assisting in liaising with neighborhood groups, local organizations, adjacent property owners, and other parties interested in the development, organizing meetings with such parties, if requested, prepare information on the development for such parties.
Providing advice and recommendations as to the selection procedures for the Housing Tax Credit application for scoring purposes.
KNOWLEDGE, SKILLS, AND ABILITIES:
Proficiency in Microsoft Office with emphasis on Excel.
Strong initiative, with the ability to manage multiple projects and follow-through effectively.
Solid understanding of accounting principles (GAAP).
Effective communication and interpersonal skills.
Ability to complete projects accurately and on time.
Detail oriented with excellent organizational and analytical skills.
Ability to collaborate with others in a fast-paced, dynamic environment.
Strong problem-solving skills and a calculative mindset.
Attention to detail for uncovering obscure facts in your line of work.
Confident presentation skills with the ability to convey insights clearly and persuasively.
EDUCATION & EXPERIENCE REQUIREMENTS
Pursuing a bachelors degree or higher with a focus in Accounting, Business, Finance, Law or Real Estate required.
WAGE & SCHEDULE:
$13.50 per hour, paid bi-weekly.
Commitment of 20-40 hours per week.
We prefer a consistent work schedule.
We are understanding and flexible with your class schedule.
Internships are on-site, in Austin, TX.
Work/Life/Fun balance in a casual and collaborative work environment! Team members enjoy company-wide events and celebrations.
HOW TO STAND OUT
Submit a well-crafted cover letter expressing your interest in Madhouse and our industry, highlighting how your internship can contribute to our company's success.
SUMMARY
Employment Type: Seasonal, Temporary
Location: On-site in Austin, Texas; Corporate Office
Work Hours/Week: 20-40 hours per week
Compensation: $13.50/hour
Required Travel: None
Visit MadhouseDevelopment.net for more information.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Madhouse is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
Personal Financial Representative - Kelly Lane (English/Spanish Bilingual Preferred)
Finance internship job in Pflugerville, TX
About the Job
As a Personal Financial Representative, you will engage with our Members and prospective Members to identify needs and educate them on products and services that will improve their financial wellbeing and quality of life. Eager to build strong, long-term meaningful relationships, our Personal Financial Representatives have a passion for exceptional Member service. Personal Financial Representatives strive to provide a caring and exceptional Member experience by effectively communicating with Members to understand Member needs, identifying product and service needs, identifying solutions, and resolving Member requests and issues.
About UFCU
Our credit union was chartered in 1936 and has grown to serve over 384,816 members. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to serving our Members, empowering their financial success, and building financially healthy communities.
Our aspiration is to be loved by millions of members and built to thrive for generations. Our employees are not only part of our team but also Members themselves. They are innovative, agile, and Member-obsessed leaders who strive to be the best and always do the right thing. We offer a competitive compensation and benefits package to support our employees and their loved ones, reflecting the fact that our people are at the center of everything we do.
UFCU fosters a collaborative, diverse, and inclusive environment that fosters innovation, performance excellence, and career growth. If you're looking for a challenging, purpose-driven career that makes a difference in our communities, UFCU is the place for U. Join us and work with purpose.
Essential Functions of the Job
Member Relationships
Open savings, checking and deposit accounts as well as Certificate of Deposits
Educate members on Credit Reviews and Needs Assessments
Accept and input consumer and business loans
Communicate UFCU's Mission, Vision, and Values
Account Services
Refer fraud claims to experts
Provide online and mobile support
Increase Automated Teller Machine limits
Release check holds
Provide notary services
Conduct Signature Guarantees
Complete wire transfers
Validate vehicle values
Manage account restrictions and pop-up concerns, and add travel notes on member accounts
Partner with Collections for members who are past due
Problem solve and facilitate connecting members with internal business partners
Conduct Transactions
Process service requests and financial transactions
Process stop payments via check, ACH and/or Cashier's Checks
Process ATM and Point-of-Service transaction disputes
Set-up and grant access to safe deposit box
Print documents, including Debit/ATM cards, vehicle buyer's checks, temporary checks, Statements, and direct deposit letters
Compliance
Performs other duties as assigned.
Adhere to all company policies, procedures and business ethics codes.
Complete required regulatory training as assigned.
Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation.
Business Development
Make external business partner referrals
Host tables at and attend community events
Knowledge, Skills and Abilities
Ability to effectively build relationships, establish rapport, and diplomatically communicate information
Effective active listening skills
Excellent verbal, interpersonal, and written communication skills
Ability to be adaptable and work in a fast-paced environment
Ability to demonstrate good judgement and effective problem solving skills to help identify and resolve Member issues
Strong attention to detail
Strong organizational and time management skills
Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a “what can I do to help?” attitude
High proficiency in Microsoft Office
Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification
Core Competencies
Demonstrating Member Obsession
Demonstrating Performance Excellence
Demonstrating Innovation
Required Qualifications
High School Diploma or GED
English/Spanish bilingual
Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment
Minimum of two (2) years of customer service experience
Minimum of one (1) year working in a team environment
Advanced knowledge of current local, state, and federal regulations
Preferred Qualifications
Bachelor's Degree
Credit Union experience
Series 6, 63, and/or Texas Life and Health Insurance licenses
Registered NMLS
Investment license
Consumer lending experience
General knowledge of applicable financial industry regulations
Military experience
Hours
Monday through Friday from 9am to 6pm, and on Saturday from 9am to 2pm.
About This Career Opportunity
We're always looking for great talent. If you're looking for a career with a socially conscious, service-oriented organization and want to have fun while you're at it, join our UFCU team!
INDUFCU
College Financial Representative, Internship Program
Finance internship job in San Marcos, TX
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)
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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.
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