Finance internship jobs in Canton, OH - 101 jobs

Golden Reserve is looking for an experienced financial retirement planner for our locations in our region Cleveland (Independence, Sheffield Village, Pepper Pike, Akron). We know the challenges you face to make it in the financial industry. Particularly, if you don't inherit a book of business, or your parents weren't a member of the right country club. We know about the empty promises you've probably heard to get you in the door but very little support and guidance once you get started. Golden Reserve built our company on trying to not just change the financial industry for retirees - but also for the people we hire. We provide you with ALL of your leads from our TV & Radio Shows (********************************************************** Seminars and Digital channels. Our services model combines our internal attorneys, CPAs and you, all under one roof. And its working, Golden Reserve is one of the fastest growing companies across the Midwest, with 40+ offices in 9 states, and regularly recognized as one of the most innovative companies in the country. We provide: Salary : Retirement Planner (2-4 years of client selling experience) - $150,000, increasing to $175,000 in Year 2 Senior Retirement Planner (5+ years of client selling experience) - $175,000, increasing to $200,000 in Year 2 Salaries are ongoing and do not cease. Salaries include uncapped production, and bonus compensation Prospects - you do NOT need to build or bring your own book of business; we provide you with ALL your pre-qualified leads Benefits - Generous PTO policy, Health Insurance, Dental Insurance, 401(k), & Life Insurance We expect: · Conversion : we deliver the leads - we expect you to win and convert them into clients · Service : provide excellent customer service to your existing clients · Commitment : we must earn your trust, but we expect every new team member to be committed to our new way of approaching financial services and our sales systems and training If you want to help us change the world of finance and are looking for a highly challenging and rewarding career, please fill out our application and send over your resume. BUT BEFORE YOU APPLY - this is NOT a typical financial services position - so if you want to learn more, check out: A Day in the Life of a Retirement Planner. And don't take our word for it, listen to our team share how Golden Reserve Changed their life, Retirement Planner Testimonials. Click to see our Radio, TV & YouTube shows (********************************************** and our CEO's Amazon bestselling book that defines our company's culture and mission - Fire Your Financial Advisor (********************************** You can also learn more at ********************** Requirements Three (3) years+ of new client meeting experience State Life and Health Insurance Licenses FINRA Series 65 registration, or equivalent GRIT - we built this company brick by brick with a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter Salary Description Starting at $175,000 base per yr plus incentives

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.

Sotera Health's Corporate Internship program's goal is to provide an engaging environment for our interns to launch their career in the corporate landscape and encourage them to achieve their goals and develop their skills. As an Intern, you'll have the opportunity to get involved in meaningful projects and take part in “real-work” experience in your field. You'll have the opportunity to network with industry leaders and meet and build lasting relationships with peers. Our interns work 40 hours a week during a 10-week summer program and are based out of headquarters in Broadview Heights, Ohio. The Finance and Accounting Intern(s) will be responsible in assisting with various projects within our Finance and Accounting departments. Our interns will have the opportunity to gain experiences across various functions, including General Accounting, Treasury, Payroll, Internal Audit, Tax, Financial Planning & Analysis, and/or Accounts Payable, etc. EDUCATION: Currently pursuing an undergraduate degree in Accounting or Finance Junior or senior level undergraduate status EXPERIENCE AND SKILLS: Willing to learn, dependable, and would work well in a team environment. Microsoft Office Skills (Excel, Word, Power Point) Ability to work in a fast-paced environment Strong verbal and written communication skills Ability to adjust to a flexible, hybrid work environment Participate in special projects as assigned Perform tasks as assigned with attention to detail across functional areas within the Finance and Accounting departments Contribute to team discussions, including asking questions, around planning, execution, and conclusions reached on the assigned tasks Participate in any internship trainings / lunch & learns to better understand our business

Sotera Health's Corporate Internship program's goal is to provide an engaging environment for our interns to launch their career in the corporate landscape and encourage them to achieve their goals and develop their skills. As an Intern, you'll have the opportunity to get involved in meaningful projects and take part in "real-work" experience in your field. You'll have the opportunity to network with industry leaders and meet and build lasting relationships with peers. Our interns work 40 hours a week during a 10-week summer program and are based out of headquarters in Broadview Heights, Ohio. The Finance and Accounting Intern(s) will be responsible in assisting with various projects within our Finance and Accounting departments. Our interns will have the opportunity to gain experiences across various functions, including General Accounting, Treasury, Payroll, Internal Audit, Tax, Financial Planning & Analysis, and/or Accounts Payable, etc. * Participate in special projects as assigned * Perform tasks as assigned with attention to detail across functional areas within the Finance and Accounting departments * Contribute to team discussions, including asking questions, around planning, execution, and conclusions reached on the assigned tasks * Participate in any internship trainings / lunch & learns to better understand our business EDUCATION: * Currently pursuing an undergraduate degree in Accounting or Finance * Junior or senior level undergraduate status EXPERIENCE AND SKILLS: * Willing to learn, dependable, and would work well in a team environment. * Microsoft Office Skills (Excel, Word, Power Point) * Ability to work in a fast-paced environment * Strong verbal and written communication skills * Ability to adjust to a flexible, hybrid work environment

Consultant - Financial Planning & Analysis Full-Time Financial Planning & Analysis Practice This position is for a Consultant specializing in Financial Planning & Analysis (FP\&A) with interest and experience in FERC accounting and the Utility industry. The Consultant will work with diverse clients ranging from regional utilities to large Fortune 500 energy enterprises to design and deliver FP\&A solutions. Working in a team environment, the individual in this role will support financial planning initiatives, analyze performance, and help clients achieve compliance and operational excellence. The primary responsibilities of this role include coordinating FP\&A activities within a client's organization; working with stakeholders to understand and map their requirements; and defining areas of improvement. You will provide value on process design and improvement initiatives, assist clients in identifying business needs and focused solutions, and realize those solutions by implementing effective FP\&A strategies aligned with FERC standards. Responsibilities: In general, the Consultant will perform the following job responsibilities in addition to others as required for each engagement: Support budgeting, forecasting, and long-term planning processes ensuring accuracy, compliance, and timely deliverables. Develop and maintain financial models and tools to support strategic and operational decision-making. Analyze financial performance and key drivers to identify trends, risks, and opportunities. Assist in designing and implementing scalable FP\&A processes that improve data integrity and usability. Collaborate with client teams to translate business needs into actionable initiatives and insights. Prepare executive-ready materials including dashboards, summaries, and recommendations for stakeholders. Ensure compliance with FERC accounting standards and regulatory requirements across all financial planning activities. Build and maintain strong client relationships through consistent communication and proactive problem solving. General Consultant Qualifications: Qualified candidates for the Consultant FP\&A position will have the following qualifications: Bachelor's degree in Business Administration, Finance, Accounting, or related field. Minimum of 2 years of experience in FP&A, accounting, or related financial roles. Demonstrated knowledge of FERC accounting and Utility industry financial operations. Strong interpersonal and communication skills, capable of working effectively in a team environment. Ability to work effectively in a high-pressure, time-sensitive environment. Strong analytical and problem-solving abilities, with a track record of turning data into actionable insights. Preferred Qualifications: Experience with financial systems and tools commonly used in the utility sector including Power Plan, OPPM, Ecosys and Unifier. Familiarity with regulatory reporting and compliance frameworks beyond FERC. Travel Requirements: Remote work opportunities; with up to 25% in the office and/or travel to clients.

Job Title: Financial Analyst II Schedule: Monday - Friday Salary: $94,000-107,000 depending on experience Benefits: Competitive benefits, bonus, hybrid flexibility Why This Opportunity Stands Out (Financial Analyst II): Take ownership of impactful reporting and analysis that directly supports executive decision-making Financial Analyst II Join a data-driven organization that values insights and empowers analysts to influence strategy Collaborate cross-functionally with operations, accounting, and leadership teams Be part of a high-performing, growth-focused finance team with mentorship and career pathing Gain exposure to advanced analytics tools, financial modeling, and process improvement initiatives Financial Analyst II Key Responsibilities (Financial Analyst II) : Prepare and analyze financial reports, forecasts, and budgets to support strategic planning and performance monitoring Deliver insights on financial trends, variances, and key business drivers to internal stakeholders Support special projects and initiatives through financial modeling, scenario planning, and data analysis Financial Analyst II Qualifications (Financial Analyst II): 2-3 years of progressive financial analysis experience, ideally with exposure to Oracle/Hyperion or similar ERP systems Strong Excel and analytical modeling skills; experience with Essbase or BI tools a plus Bachelor's degree in Finance or Accounting (CPA/CMA pursuit encouraged, not required) #CFStaffing #Financialanalyst #Finance #LI-Hybrid

The Financial Planning & Analysis (FP&A) Consultant is responsible for delivering forward-looking financial insights and strategic support to drive performance within the Standard Lines businesses. This role is a trusted advisor to senior executives, leveraging analytics and financial modeling to influence key business decisions. You will proactively identify opportunities, assess risks, and provide actionable recommendations that influence results. The consultant plays a critical role in forecasting, budgeting, and scenario planning, enabling informed decision-making and ensures a deep understanding of business drivers, identify emerging trends, and translate operational impacts into financial outcomes. Key Responsibilities: * Analysis and Insights | Go beyond traditional reporting to deliver predictive and prescriptive insights that inform business strategy and operational performance. * Data-Driven Problem Solving | Develop analytical tools and financial modeling to address complex business challenges across underwriting, pricing, distribution, claims, and expenses. * Performance Optimization | Identify trends, opportunities, and risks to improve profitability, efficiency, and long-term sustainability. * Scenario Planning and Forecasting | Develop dynamic models and forecasts that support strategic planning and resource allocation. * Cross-Functional Collaboration | Partner with business units to align financial strategies with operational goals and market dynamics. * Mentorship & Influence | Build financial acumen across the organization and act as a trusted advisor to senior executives. Job Qualifications: * Experience: 7+ years in Financial Analysis within the insurance industry * Education: Bachelor's degree in Finance, Economics, Business, Actuarial Science, or related field. * Skills: Strong analytical and problem-solving capabilities; proficiency in financial modeling, forecasting, and data visualization tools. * Influence: Proven ability to communicate complex insights clearly and persuasively to senior executives. * Mindset: Proactive, strategic thinker with a passion for driving business performance through data-driven decisions. Location: * Hybrid- defined as working three or more days per week in the office if the employee's residence is within 50 miles of Westfield Center, OH; OR Remote-if the employee resides more than 50 miles from Westfield Center, OH. Behavioral Competencies: * Manages ambiguity & complexity * Business insight * Financial acumen * Balances stakeholders * Collaborates * Communicates Effectively Technical Skills: * Financial Planning & Analysis * Data Analysis * Data Modeling * Financial Modelling This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.

The Emergency Management intern will assist the Emergency Management and Business Continuity Program Manager with integration in Cuyahoga County Office of Emergency Management protocols and knowledge center to enhance regional flood response and mitigation efforts. The intern will further assist with risk analysis of five critical infrastructure facilities in coordination with the U.S/Ohio Department of Homeland Security. The intern will work on incident action plan coordination and development. Responsibilities include but are not limited to: ESSENTIAL FUNCTIONS Threat, Hazards Identification & Risk Analysis Assist Emergency Management & Business Continuity Program Manager with DHS level 1 Threats, Hazard Identification for all District properties Track Security Audit items for follow up with Operation & Maintenance Management Business Continuity Plans Prepare Cuyahoga County Office of Emergency Management/Ohio Emergency Management Agency Business Continuity Plans for each District department. Work with Emergency Manager to develop new Business Continuity Tabletop exercises for Sewer District Incident Management Team and facility Incident Command Teams. Develop new Business Continuity approaches including the use of ICS form 204/205/205A/214's in each department/geographic location(s). Emergency Response Planning Assist Emergency Response & Business Continuity Manager in planning and execution of employee training at each Sewer District facility including onsite training for Incident Command for initial responders. Participate in Emergency Response Safety sub-committees and provide support for updating and developing emergency response plans at all sites following exercises. Incident Command Post Planning & Equipping Assist Emergency Management & Business Continuity Program Manager with site-specific development of the District Incident Command Post Preparation. Prepare and distribute Incident Command Post resources, including asset tagging and management procedures for Emergency Management Team MINIMUM JOB REQUIREMENTS EDUCATION Academic Status/Standing: Candidate must be enrolled in school or must have graduated within 24 months from the date of application. Field of Study: Declared Majors: Emergency Management, Fire Sciences, Occupational Health and Safety, or a related field of study Degree Program Levels: Any of the following degree program levels may qualify Bachelor's Degree Master/Doctoral Degree OTHER REQUIREMENTS Candidate must be able to commit to working 40 hours per week with a fixed-term assignment of 12 months with an option to extend at NEORSD's discretion. Working hours will include a combination of regular business hours, weekend and after-hour timeframes with potential holiday's. Candidate must possess a valid driver's license with a driving record in accordance with the District's acceptable guidelines. The District requires protective footwear (i.e., steel or composite-toed) when working in the plants, pump stations, construction sites, public rights-of-way and other posted areas. New hires are required to have protective footwear, meeting the following criteria, on the first day of employment: 1) Must be ANSI 241-1999 or ASTM F-2412/2413 (2005) certified, 2) Must have a steel or composite protective toe, 3) Must be, at a minimum, a 6" work boot or 6" hiker-style boot (Note: shoes are not permitted), 4) Must have a slip-resistant sole. It is also recommended, but not required, that footwear be waterproof and have included a shank to protect the bottom of the foot. Pay Range: USD, Commensurate based on level of Education Undergraduate: $19.82 Graduate: $21.85 Our Equal Employment Opportunity Statement Our Accessibility Statement Our Employee Benefits & Wellness Programs We offer a comprehensive employee benefits package including Health Insurance Coverage, Various Retirement Planning Options (Ohio Public Employee Retirement System and Deferred Compensation Plans), Flexible Spending Accounts, Employee Assistance Program, Free Parking at our facilities, Corporate Discounts, and more! We also have an active Health & Wellness Program that promotes a life/work balance. NEORSD supports the use of hybrid work as a way to help attract and retain talented individuals in public service, increase worker productivity and better prepares the agency to operate during emergencies. This position may be authorized for hybrid work. hybrid eligibility will be discussed during the interview process. DISCLAIMER: The information outlined in this job description indicates the general nature and type of work performed by employees within this classification. It is not intended to provide a comprehensive inventory of all duties, responsibilities or competencies required of employees within this classification.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by 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. You will then join the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role. During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. 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 60 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 all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs. As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to * Unlimited potential for financial growth. * A strong referral base from across the business through our relationship with one in every two households. * Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education. * Robust marketing support to reach wider audiences with greater appeal. * Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes. * Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors. We're a culture that * Believes in responsible growth and has a proven dedication to supporting the communities we serve. * Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. * Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world. * Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs. Required Qualifications: * Displays confidence working in a sales role * Builds strong client relationships through effective communication and collaboration * Displays a proactive mindset and effective time management * Demonstrates a results-driven mindset and prioritizes client interests * Identifies appropriate client solutions through application of learnings and new information * Applies relevant regulatory due diligence in daily activities and creating long-term client strategies Desired Qualifications: * Bachelor's degree and/or a minimum of one year of financial services industry or sales experience * Learns and adapts to new technology or applications * Executes multiple tasks simultaneously 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 this position requires SAFE Act registration, employees are 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 disciplinary action up to and including termination. Shift: 1st shift (United States of America) Hours Per Week: 40

Purpose: To provide day-to-day finance tasks including accounts payable, accounts receivable, and finance management responsibilities. This role will also coordinate with the volunteer Counters Team that assists with counting all weekly offerings. Essential Responsibilities: Bookkeeper responsibilities - 60% Accounts payable Pay invoices by entering invoices into accounting software, currently QuickBooks Online; verifying transaction information; scheduling and preparing disbursements; obtaining authorization of payment. Prepare checks consistent with invoice approval and check signing guidelines. Process online bill pay. Compile, distribute, maintain, and reconcile credit card monthly activity for all Heartland credit card holders. Accounts receivable Maintain confidential giving database, currently Planning Center, records by inputting, reconciling and reporting weekly online, check and cash donations. Prepare bank deposits using weekly offering count sheets from volunteer counters and miscellaneous non-giving income deposits counted by two staff members. Prepare invoices as needed. Make banking deposits and transfers. Payroll Receive payroll documentation from Human Resources and input into QuickBooks Online. Pay Workers Compensation bills on the online portal and complete annual true-up calculation. Audit the payroll process quarterly and act as a back-up for Human Resources. Filing Maintain financial historical records by filing accounting documents. Finance management responsibilities - 25% Month-end close Record financial information including but not limited to giving, petty cash, other income, invoices, salaries, etc. and verify ACH positive pay. Maintain accounting ledgers by posting account transactions. Reconcile financial information including but not limited to monthly bank statements, vendor statements, transactions, bank statements, payroll, etc. Review fixed assets. Prepare monthly financial reports by collecting, analyzing, and summarizing account information and trends. Reports include, but are not limited to, Balance Sheet, Income Statement/P&L, Cash flow statement, Actual vs. Budget report, Budget Rolling forecast, Ministry area specific reports, etc. Giving Coordinate with the Executive Pastor to email quarterly giving statement information to donors. Email annual giving statements to donors and mail statements to donors with no email on file. Review trends in giving data and reporting. Make recommendations to the Executive Team to grow financial discipleship of staff and the congregation. Other responsibilities Oversee retirement plan contributions to ensure timely deposits. Prepare 1099s for contractors. Assist with grant applications and funding reports. Manage annual budgeting process. Coordinate and prepare documentation for annual financial review and five-year financial audit with outside auditors. Obtain revenue by verifying transaction information; computing charges and refunds; preparing and mailing receipts and tax letters. Resolves account discrepancies by investigating documentation; issuing stop payments, payments, or adjustments. Coordination with volunteers on the counting team processes. Assist in the selection of the counting team by requesting background checks, etc. Act as backup trainer for the volunteer counting team. Assist with donor's planned giving by evaluating investments. Bring recommendations for approval to the Finance Team and cash out as directed. Establish and maintain internal controls. Maintains financial security by following internal accounting controls. Secures financial information by completing database backups. Provide other ministry financial documentation to Pastors and Team Leads, as requested. Policy and Procedure Development - 10% Collaborate with appropriate staff to develop and document finance policies and procedures and implement changes as necessary or required. Effectively communicate policies and procedures to staff and volunteers. Serve on the Finance Team - 5% Prepare budgeting documents and agenda items to assist in the fiscal responsibility of funds. Minimum Qualifications: Associate's Degree in Finance required. Bachelor's degree in Finance and CPA license preferred. Five years related experience in a finance role/department required. Experience as a Controller utilizing Quickbooks Online preferred. Satisfactory results on background and credit check process. Able to read, write, and follow verbal instructions in Standard English. Required Skills: A strategic partner who can administer finance policies and procedures while maintaining flexibility when leading. Proactive and strategic thinker with excellent time-management skills who can work independently. Maintains a high level of attention to detail and organization. Ability to handle and maintain confidential information. Exhibits a high level of ethics with a developed understanding of the accounting and finance process. Computer literate in Google suite and Microsoft Office Suite required. Prefers working in a fast-paced, always-changing environment. Physical/Other Requirements: Must regularly lift or move up to 20 pounds and occasionally lift or move up to 50 pounds, using proper lifting techniques such as lifting or moving equipment or help from another staff member. Working Conditions: This position is mainly on-site but a request can be made for some hours to be completed under a hybrid work arrangement. Some required hours will fall outside of conventional standards (monthly evening Finance Team meetings, occasionally provide training to volunteer counters on Sunday mornings, etc.). Disclaimer: Please note this position profile is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for this position. Duties, responsibilities and activities may change at any time with or without notice.

MarshBerry is growing! We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. We are seeking a Financial Analyst to join our team. The Financial Analyst is responsible for analyzing client business and financial documents and preparing financial models to support merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerry's Financial Advisory Team. Responsibilities: • Collaborates as a key member of project teams in fulfillment of merger and acquisition advisory, valuation, due diligence, and financial consulting projects including financial analysis and models, fact finding, data gathering, analysis, report writing, and value determination. • Responsible for researching, compiling and analyzing various metrics these may include statistics needed for valuation reports, and/or research needed for articles and presentations. • Completes projects in desired timeframe prioritizing work following guidelines and metrics provided to complete multiple projects simultaneously. • Develops client relationships by maintaining positive rapport with clients during projects. • Supports client business performance improvement initiatives by providing analysis and recommendations for improved business and financial performance, in keeping with “proven practices” industry standards. • Support new business generation through reactive methods to introduce our products and services. • Cultivates and maintains effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services. • Any other special projects, tasks or duties as assigned. Selection Criteria Education & Experience: • Bachelor's Degree in Business, Finance or Accounting. Master's Degree is a plus. • Minimum of 1-3 years of experience in investment banking, transaction advisory, corporate development, assurance services, financial consulting, or financial services. • Proficient with technology; Microsoft Word, Excel, Power Point and Access or similar database. Other: • Strong analytical and problem solving skills; techniques to identify and resolve issues in a timely manner. • Strong communication skills; both written and verbal with demonstrated creativity with regard to work. • Exceptional organization skills; using systematic methods to perform work and creativity to recommend or create new work methods or procedures. • Ability to multi-task; able to complete simultaneous projects and responsibilities with extreme attention to detail according to required timelines and deadlines. • Ability to work extended hours as needed. Some travel will be required. Base salary target for CA: $75,000 - $90,000 Base salary target for NY: $85,000 - $100,000 Working at MarshBerry Who We Are: MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all. What We Do: MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals. It's one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following: • Crain's Best Employers in Ohio • The Nation's Best and Brightest in Wellness • North Coast 99 • Top Work Places - The Plain Dealer • Weatherhead 100 • West Michigan's Best and Brightest Companies to Work for To learn more about MarshBerry, visit ******************* We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.

In order to be considered for this role, after clicking "Apply Now" above and being redirected, you must fully complete the application process on the follow-up screen. OverviewThe Health & Performance Department integrates strength and conditioning, sports medicine, injury rehabilitation, nutrition, mental skills, and data analytics to support our athletes and staff. We value hard work, urgency, data-driven decision making, collaboration, and psychological safety. We are seeking a Seasonal Health & Performance Intern who embodies these values and is committed to supporting the day-to-day operations that keep our department running at an elite level. This role is ideal for someone who is passionate about high-performance sport, eager to learn across multiple disciplines, and willing to take initiative on both large and small tasks. Key Responsibilities:Daily Operations & Support Assist with the setup and breakdown of the weight room, indoor/outdoor training spaces, and rehabilitation areas. Prepare hydration stations, supplements, fueling tables, and recovery resources before practices and lifts. Support athletic training room operations, including stocking supplies, maintaining cleanliness, and preparing treatment areas. Help manage daily athlete flow for strength, rehab, nutrition, and recovery sessions to ensure efficiency and urgency. Transport Cleveland Browns and Free Agent Players to physician appointments and physical examinations. Performance Data & Technology Assist with the setup, calibration, and maintenance of performance technology (GPS units, force plates and other strength monitoring tools). Help distribute, collect, and organize athlete tracking devices before and after practices. Support staff with basic data entry, labeling, organization, and quality checks under supervision. Document daily attendance, testing results, or session observations as directed by sport science staff. Nutrition & Recovery Support Help prepare and distribute pre- and post-training snacks, shakes, electrolytes, and supplements (as directed by nutrition staff). Maintain cleanliness and organization of nutrition stations, fridges, and storage areas. Assist with recovery modalities setup (Normatec stations, Regeneration modalities, cold tubs, soft tissue tools). Sports Medicine & Rehabilitation Support Assist with field setup for practice (injury tents, medical carts, emergency supplies, hydration). Restock treatment rooms, taping stations, and bracing/supply areas daily. Observe rehabilitation sessions when appropriate and assist with non-clinical tasks that support workflow. Transport free agents to physical examinations. General Department Operations Maintain high standards of cleanliness and organization across all performance facilities. Support logistical needs around meetings, team travel preparation, equipment transport, and scheduling communication. Contribute to a collaborative department culture by being proactive, reliable, and solution-oriented. Preferred Qualifications: Completion, or eligible for completion in Spring 2026, of a degree in kinesiology, exercise science, athletic training, sport management, nutrition or any other exercise-related field. Demonstrated interest in sports performance, sports medicine, sport science, or athlete development. Strong work ethic, willingness to take initiative, and comfort doing detail-oriented operational tasks. Ability to adapt quickly, communicate effectively, and work within a fast-paced professional team environment. Ability to maintain confidentiality and professionalism at all times. Term & Compensation: Term: Spring 2026 (Negotiable) through end of 2026-2027 Season. Compensation: $15.00 Hourly Rate What We're Looking For:The most important attribute for this role is work ethic-someone who is willing to consistently handle the small but essential tasks that allow our performance staff to operate at a high level. Curiosity, humility, teamwork, and a commitment to learning across disciplines are key. What You'll Gain: Experience working closely with a multidisciplinary performance team in a professional football environment. Exposure to elite-level strength & conditioning, sports medicine, rehab, nutrition, mental skills, and sport science processes. Opportunity to develop operational, technical, and interpersonal skills vital for a career in high-performance sport. Mentorship, feedback, and professional development from experienced practitioners. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, age, disability, gender identity, marital or veteran status, or any other protected class.

Role OverviewSodexo is seeking a Financial Analyst 1 to support construction services at UH Cleveland Medical Center. This role will provide support to construction project managers by monitoring budgets, processing purchase orders and invoices, and assisting with cash flow forecasting. It also offers a unique opportunity for direct client interaction while supporting their financial needs. What You'll DoTrack and analyze construction costs;Assist with monitoring budgets and forecasting;Manage purchase order and invoice processing;Collaborate with project managers, facilities, and finance teams; and Ensure compliance with internal financial controls and policies. What We OfferCompensation is fair and equitable, partially determined by a candidate's education level or years of relevant experience. Salary offers are based on a candidate's specific criteria, like experience, skills, education, and training. Sodexo offers a comprehensive benefits package that may include: Medical, Dental, Vision Care and Wellness Programs 401(k) Plan with Matching ContributionsPaid Time Off and Company HolidaysCareer Growth Opportunities and Tuition ReimbursementMore extensive information is provided to new employees upon hire. What You BringRelevant finance or analytical experience;Strong Excel skills; experience with financial systems a plus;Detail-oriented with strong communication and teamwork skills. Who We AreAt Sodexo, our purpose is to create a better everyday for everyone and build a better life for all. We believe in improving the quality of life for those we serve and contributing to the economic, social, and environmental progress in the communities where we operate. Sodexo partners with clients to provide a truly memorable experience for both customers and employees alike. We do this by providing food service, catering, facilities management, and other integrated solutions worldwide. Our company values you for you; you will be treated fairly and with respect, and you can be yourself. You will have your ideas count and your opinions heard because we can be a stronger team when you're happy at work. This is why we embrace diversity and inclusion as core values, fostering an environment where all employees are valued and respected. We are committed to providing equal employment opportunities to individuals regardless of race, color, religion, national origin, age, sex, gender identity, pregnancy, disability, sexual orientation, military status, protected veteran status, or any other characteristic protected by applicable federal, state, or local law. If you need assistance with the application process, please complete this form. Qualifications & RequirementsMinimum Education Requirement - Associate's Degree or equivalent experience Minimum Functional Experience - 1 year

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

The Financial Planning and Analysis Consultant, under limited oversight, is responsible for actively driving, supporting, and engaging in a range of financial management activities to support the Enterprise. Identifies and drives initiatives to continuously improve the financial planning discipline, which includes practices, methodologies, and policies across all aspects of operational and financial forecasting, budgeting, and resource management. Designs and builds financial models and operational targets, serving as a finance business partner to ensure the organization is deriving business value from investments. Is a subject matter expert both within the Financial Planning team and across the organization. Job Responsibilities * Leads the preparation of the annual budget, monthly forecasts and the three-year plan and ensure alignment with the corporate strategy. * Identifies, supports, and leads initiatives to continuously improve, automate, and mature financial practices, policies, and methodologies of the financial management discipline including practices in complex financial modelling, financial forecasting, budgeting, expense management, allocation, and optimization. * Designs, develops and maintains complex financial models aligned with the corporate business strategy to project future financial and operational performance. * Builds and maintains financial models at the enterprise, segment, and enabling business unit levels within the budgeting and forecasting system by collaborating with key business partners. * Analyzes complex financial information to provide accurate and timely financial forecasts and recommendations to senior leadership for decision-making purposes at the enterprise, segment, and enabling business unit levels. * Creates senior leader and board level presentations. * Applies awareness and knowledge of internal and external business activities, trends, best practices and tools to address business problems. * Shares insights and knowledge with other analysts and leaders across the organization. * Collaborates with key stakeholders to analyze, understand, and improve gaps in performance in comparison to target, reporting, researching, analyzing, and presenting results and providing insightful recommendations. * Proactively identifies opportunities for improvement of processes and leads improvement efforts. * Develops relationships and fosters collaboration with key business partners across the organization. * Utilizes strong partnerships and influence in the Segments and Enabling Business Units to drive alignment across the Enterprise. * Drives change and communication management activities in support of Corporate Business Planning goals including leading conversations and acting as a subject matter expert (SME) in major projects. * Provides mentoring, technical guidance, training, and support to other members of the department, reviews the work of others to ensure accuracy and completeness, and builds financial acumen across the enterprise as a financial advisor to the business units. Job Qualifications * 7+ years of experience in Financial Accounting/Reporting or a related field. * Bachelor's degree in Accounting, Finance, Business, or a related field and/or commensurate experience. Licenses and Certifications * Chartered Financial Analyst (CFA) (Preferred) * Certified Public Accountant (CPA) (Preferred) Location * Hybrid - defined as working three or more days per week in the office if the employee's residence is within 50 miles of Westfield Center, OH; OR Remote-if the employee resides more than 50 miles from Westfield Center, OH. Behavioral Competencies * Collaborates * Communicates Effectively * Decision Quality * Nimble Learning * Customer Focus Technical Skills * Project Management * Budget Management * Financial Controls * Financial Statement Analysis * Accounting Software & Tools * Accounting & Reconciliation * Financial Analysis * Taxation * Auditing * Audit & Compliance * Risk Management This job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.

Job title: Financial Analyst Schedule: Monday-Friday Salary: $80,000 - $90,000 base (depending on experience) Why This Opportunity Stands Out: True work-life balance: The team operates in a collaborative environment that encourages accountability and autonomy Mentorship: You'll be supported by a manager who invests in their team, with built-in time for training and development Career growth: Whether you want to grow into FP&A, reporting, or even leadership, you'll have a clear path - and real chances to get there High-impact work: Partner with decision-makers, make real contributions, and see your insights in action across the business Key Responsibilities (Financial Analyst): Analyze and interpret financial data to guide business decisions Prepare monthly, quarterly, and annual financial reports Support budgeting, forecasting, and variance analysis Collaborate cross-functionally to monitor key financial metrics Assist leadership with financial modeling and ad hoc analysis Qualifications (Financial Analyst): 3+ years in a financial analyst or similar role Bachelor's in Finance, Accounting, or related field Proficient with Excel (pivot tables, VLOOKUPs) and financial reporting #CFStaffing #Financial #Analyst #Careergrowth

Job Description Purpose: To provide day-to-day finance tasks including accounts payable, accounts receivable, and finance management responsibilities. This role will also coordinate with the volunteer Counters Team that assists with counting all weekly offerings. Essential Responsibilities: Bookkeeper responsibilities - 60% Accounts payable Pay invoices by entering invoices into accounting software, currently QuickBooks Online; verifying transaction information; scheduling and preparing disbursements; obtaining authorization of payment. Prepare checks consistent with invoice approval and check signing guidelines. Process online bill pay. Compile, distribute, maintain, and reconcile credit card monthly activity for all Heartland credit card holders. Accounts receivable Maintain confidential giving database, currently Planning Center, records by inputting, reconciling and reporting weekly online, check and cash donations. Prepare bank deposits using weekly offering count sheets from volunteer counters and miscellaneous non-giving income deposits counted by two staff members. Prepare invoices as needed. Make banking deposits and transfers. Payroll Receive payroll documentation from Human Resources and input into QuickBooks Online. Pay Workers Compensation bills on the online portal and complete annual true-up calculation. Audit the payroll process quarterly and act as a back-up for Human Resources. Filing Maintain financial historical records by filing accounting documents. Finance management responsibilities - 25% Month-end close Record financial information including but not limited to giving, petty cash, other income, invoices, salaries, etc. and verify ACH positive pay. Maintain accounting ledgers by posting account transactions. Reconcile financial information including but not limited to monthly bank statements, vendor statements, transactions, bank statements, payroll, etc. Review fixed assets. Prepare monthly financial reports by collecting, analyzing, and summarizing account information and trends. Reports include, but are not limited to, Balance Sheet, Income Statement/P&L, Cash flow statement, Actual vs. Budget report, Budget Rolling forecast, Ministry area specific reports, etc. Giving Coordinate with the Executive Pastor to email quarterly giving statement information to donors. Email annual giving statements to donors and mail statements to donors with no email on file. Review trends in giving data and reporting. Make recommendations to the Executive Team to grow financial discipleship of staff and the congregation. Other responsibilities Oversee retirement plan contributions to ensure timely deposits. Prepare 1099s for contractors. Assist with grant applications and funding reports. Manage annual budgeting process. Coordinate and prepare documentation for annual financial review and five-year financial audit with outside auditors. Obtain revenue by verifying transaction information; computing charges and refunds; preparing and mailing receipts and tax letters. Resolves account discrepancies by investigating documentation; issuing stop payments, payments, or adjustments. Coordination with volunteers on the counting team processes. Assist in the selection of the counting team by requesting background checks, etc. Act as backup trainer for the volunteer counting team. Assist with donor's planned giving by evaluating investments. Bring recommendations for approval to the Finance Team and cash out as directed. Establish and maintain internal controls. Maintains financial security by following internal accounting controls. Secures financial information by completing database backups. Provide other ministry financial documentation to Pastors and Team Leads, as requested. Policy and Procedure Development - 10% Collaborate with appropriate staff to develop and document finance policies and procedures and implement changes as necessary or required. Effectively communicate policies and procedures to staff and volunteers. Serve on the Finance Team - 5% Prepare budgeting documents and agenda items to assist in the fiscal responsibility of funds. Minimum Qualifications: Associate's Degree in Finance required. Bachelor's degree in Finance and CPA license preferred. Five years related experience in a finance role/department required. Experience as a Controller utilizing Quickbooks Online preferred. Satisfactory results on background and credit check process. Able to read, write, and follow verbal instructions in Standard English. Required Skills: A strategic partner who can administer finance policies and procedures while maintaining flexibility when leading. Proactive and strategic thinker with excellent time-management skills who can work independently. Maintains a high level of attention to detail and organization. Ability to handle and maintain confidential information. Exhibits a high level of ethics with a developed understanding of the accounting and finance process. Computer literate in Google suite and Microsoft Office Suite required. Prefers working in a fast-paced, always-changing environment. Physical/Other Requirements: Must regularly lift or move up to 20 pounds and occasionally lift or move up to 50 pounds, using proper lifting techniques such as lifting or moving equipment or help from another staff member. Working Conditions: This position is mainly on-site but a request can be made for some hours to be completed under a hybrid work arrangement. Some required hours will fall outside of conventional standards (monthly evening Finance Team meetings, occasionally provide training to volunteer counters on Sunday mornings, etc.). Disclaimer: Please note this position profile is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for this position. Duties, responsibilities and activities may change at any time with or without notice. Powered by JazzHR ox Il4vEipr

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective Job Description: If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Program, competitive compensation package, and how we can help you meet your career goals. Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as one company and believe when we work together, we best meet the full needs of our customers and clients. Our trusted financial advisors are equipped to deliver the combined power of the Merrill investment platform and Bank of America banking capabilities. Key Responsibilities: * Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs * Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies * Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval per compliance guidelines and policies * Source prospective clients and capitalize on referrals * Deliver customized solutions and the full resources of Bank of America Merrill * Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: * FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience * Established and portable practice with a minimum of $1MM in production * Experience managing client portfolios and driving growth * Proven relationship building and business development skills Desired Skills: * Bachelor's degree or higher strongly preferred * Proven ability to partner and promote lead generation. * Experience balancing investment management, sales activities and new client development. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Possess excellent communication skills, both written and verbal * Highly entrepreneurial Shift: 1st shift (United States of America) Hours Per Week: 40

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.