Upholds the Credit Union's mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by being responsible for helping members plan and manage their financial goals, including investments, retirement planning, and risk management. You will work closely with members to understand their financial situation and provide them with personalized advice and strategies to help them achieve their objectives
Essential Responsibilities
Meet with members to understand their financial goals and objectives
Analyze members' financial situation and provide personalized advice and strategies
Create and implement financial plans for clients, including investment portfolios and retirement plans
Monitor and review members' financial plans and make recommendations for adjustments as needed
Stay up-to-date with changes in the financial industry and regulations
Maintain accurate records of clients' financial information, contacts, and transactions.
Have working knowledge of financial and insurance products and services, and understand products and services offered by LPL Financial Services and Capital Credit Union
Effectively use databases and software programs to monitor member accounts, verify transactions, schedule reviews, and perform other functions as needed
Travels between branches as necessary.
Necessary Experience and Qualifications
FINRA Series 7, 66, OR 63 & 65 required
Life insurance license required
Minimum of at least 5 years working in the field of investments
In-depth investment and insurance product knowledge
Strong problem-solving and decision-making skills
Clean U-4
Requires a comprehensive knowledge of the correct grammar and setup used for business documents. Ability to read and interpret documents such as excel spreadsheets and business written reports. Ability to write routine reports and correspondence.
Must have interpersonal skills necessary to deal effectively and efficiently with a diverse group of people in sometimes stressful situations, while maintaining a professional demeanor and atmosphere. Requires excellent communication/listening skills necessary to instruct new and existing employees and deal diplomatically and effectively with difficult situations.
Must be able to closely examine documentation (including letters, memos, and reports). Requires a high degree of accuracy.
Requires the ability to apply common-sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
Must possess valid driver's license for travel to various branches, and also meetings, seminars, or conferences.
Work Environment and Physical Requirements
Office environment with moderate level of noise
Frequent use of telephone, copier, computer, fax machine and other office machines
Prolonged sitting or standing
Frequent mental and visual concentration
Minimal lifting of up to 25 pounds
The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements.
Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
$73k-113k yearly est. 34d ago
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Financial Advisor
Northwestern Mutual 4.5
Finance internship job in Appleton, WI
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.
$68k-120k yearly est. Auto-Apply 12d ago
Corporate Financial Accounting - Masters Intern
Hoffmaster 4.4
Finance internship job in Oshkosh, WI
We are seeking a highly motivated MBA Finance Intern to support a strategic supply chain optimization project. The intern will analyze freight expenses, inventory constraints, and customer impact to develop a refreshable Business Intelligence (BI) model that optimizes shipping distance and warehouse utilization. This role will provide hands-on experience in financial modeling, data analytics, and strategic decision-making within a dynamic corporate environment.
Key Responsibilities
Develop a BI model with automated data sources to evaluate shipping cost optimization, considering factors such as freight expenses, customer order consolidation, and warehouse capacity.
Conduct financial analysis to assess the trade-offs between freight savings and additional costs related to inventory, space, and handling.
Work cross-functionally with Supply Chain, Finance, and Operations teams to align cost-saving strategies with business goals.
Identify customer-specific actions needed to transition orders to the most cost-effective warehouse while considering constraints like product specifications, customer approvals, and site production capacity.
Analyze the impact of warehouse optimization on customer experience, order patterns, and lead times to recommend a balanced approach.
Present findings and strategic recommendations to senior leadership for implementation.
Preferred Qualifications
Currently pursuing an MBA with a focus on Finance
Strong proficiency in financial modeling, data analysis, and business intelligence tools (Power BI, Tableau, or similar).
Experience with SQL, Excel, or Python for data extraction and analysis is a plus.
Excellent problem-solving skills with the ability to quantify trade-offs and propose data-driven solutions.
Strong communication and presentation skills to effectively convey insights to stakeholders.
Ability to work independently and collaboratively in a fast-paced environment.
Hoffmaster's internship program is designed to provide students practical, hands-on experience in a professional environment, bridging the gap between the knowledge gained in school and it's real-world application in actual work settings. The benefits of our Internship Program include:
Skill Development and Learning Experience- Interns are given meaningful projects that add value to the organization, allow them to use their skills in a real-world environment, and develop valuable soft skills.
Career Exploration- Explore different jobs and industries to make informed career path decisions.
Networking Opportunities- Build professional networks by interacting with colleagues, managers and other professionals in their field.
Resume Enhancement- Demonstrate to future employers practical skills and exposure to real-world challenges.
Talent Pipeline- Allows Hoffmaster to target up and coming talent. Many of our past interns have been offered full time roles upon graduation or have stayed on part time through the school year.
Fresh Perspectives- Interns are encourages to bring their fresh ideas, innovative thinking and perspectives to the organization.
Knowledge Transfer- Interns have the chance to learn from experienced professionals and gain industry-specific insights.
School Credit- Because Hoffmaster focuses on providing meaningful projects to interns, our internships will satisfy most schools internship requirements.
Full time employment- Internships and projects are designed to last 10 weeks over the summer. Hours will be Monday - Friday 8 am - 4:30 pm
#LI-JP1
$30k-36k yearly est. 60d+ ago
Entry Level - Financial Advisor - WI, Green Bay (2636)
AXA Equitable Holdings, Inc.
Finance internship job in Green Bay, WI
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
* Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
* Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
* Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations
* Location: In-office presence required
* Work-Life Balance: Flexible schedule to maximize productivity and personal time
Skills & Experience
* Education: Bachelor's degree or equivalent skills and work experience
* Licensing: State Life & Health, SIE, Series 7, Series 66
* Personal Attributes: values-driven with a track record of success and accomplishment
* Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
* Mindset: entrepreneurial spirit with a desire to positively impact others' lives
* Collaboration: ability to work with and learn from top performers
* Work Authorization: must be authorized to work in the United States
Training & Development
* FINRA Sponsorship: provided for required FINRA licensing
* Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
* Virtual University: access to Equitable Advisors' Virtual University for continuous learning
* Mentorship: opportunities for joint work and mentorship
* Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
* Leadership Development: access to Leadership Development School for those with management ambition
* Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Compensation & Benefits
* Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
* Stable Pay: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
* Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
* Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
$58k-108k yearly est. 60d+ ago
Entry Level - Financial Advisor - WI, Green Bay (2636)
EQH
Finance internship job in Green Bay, WI
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Role Highlights
Client Engagement\: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking
Financial Strategy Development\: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance
Product and Service Consultation\: Discuss financial products and services tailored to clients' unique situations
Location\: In-office presence required
Work-Life Balance\: Flexible schedule to maximize productivity and personal time
Skills & Experience
Education\: Bachelor's degree or equivalent skills and work experience
Licensing\: State Life & Health, SIE, Series 7, Series 66
Personal Attributes\: values-driven with a track record of success and accomplishment
Communication Skills\: excellent interpersonal and communication abilities with strong self-confidence
Mindset\: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration\: ability to work with and learn from top performers
Work Authorization\: must be authorized to work in the United States
Training & Development
FINRA Sponsorship\: provided for required FINRA licensing
Preliminary Employment Period (PEP)\: comprehensive 120-day hands-on training
Virtual University\: access to Equitable Advisors' Virtual University for continuous learning
Mentorship\: opportunities for joint work and mentorship
Personalized Coaching\: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development\: access to Leadership Development School for those with management ambition
Professional Growth\: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Compensation & Benefits
Sign-On Payment\: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
Stable Pay\: Biweekly pay for eligible financial professionals, empowering you to establish your career in wealth management
Commissions and Bonus\: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.
Benefits\: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Impact & Culture
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29)
$58k-108k yearly est. Auto-Apply 60d+ ago
Intern - Process Mining - Financial Sector (f/m/d)
Deutsche Borse Group
Finance internship job in Luxemburg, WI
Your career at Deutsche Börse Group Your area of work As part of the Business Intelligence team, you will support the design and delivery of data solutions on the Celonis Business Process Mining Platform. Your work will contribute to process insights and automation across Clearstream's operational landscape, enabling data-driven decision-making and continuous process optimization.
In this internship, you will gain hands-on experience in bridging technical data engineering with business process understanding. You will assist in ensuring data integrity, actionable analytics, and improvements through process mining, working closely with analysts and engineers.
This role offers the opportunity to develop analytical skills, such as process diagnostics, KPI development, and dashboarding, while contributing to a culture of innovation and operational excellence.
Your responsibilities
* Support Data Pipeline Development - Assist in building scalable data pipelines for Celonis process mining across financial services functions.
* Work on Process Mining Models - Help develop and optimize models tailored to financial workflows using Celonis
* Enable Data Integration - Contribute to integrating live data streams and learn about technologies like Apache Kafka and Celonis connectors
* Assist in Automation - Support the design and implementation of automated responses using Celonis Action Flows
* Collaborate with Teams - Work with analysts and subject matter experts to understand business requirements and translate them into data models and KPIs
* Ensure Data Quality - Learn best practices for data validation and monitoring to maintain data integrity
* Optimize Performance - Gain exposure to tuning Celonis queries and dashboards for real-time analytics
* Documentation & Knowledge Sharing - Help maintain clear documentation and assist in training sessions for stakeholders
Your profile
* You are enrolled in a Bachelor's or Master's Degree programme in Computer Science, Data Engineering, Business or a related recognized institution and can provide an internship agreement, OR have graduated with a Bachelor's Degree or similar for no more than 6 months
* Basic experience with Process Mining Tools like Celonis or process mining concepts (e.g., through coursework, projects or prior internships) would be a strong asset
* Willingness to learn business processes and Process Mining standards
* Strong analytical and problem-solving mindset with attention to detail
* Good communication skills and ability to work in a collaborative, international environment
* Proficient in written and spoken English
$29k-39k yearly est. 11d ago
Associate Chancellor for Finance and Strategy
University of Wisconsin Stout 4.0
Finance internship job in Oshkosh, WI
Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process.
Position Title:Associate Chancellor for Finance and StrategyJob Category:LimitedEmployment Type:RegularJob Profile:Chief Financial Officer (Inst) Job Duties:
The University of Wisconsin-Oshkosh (UWO) invites applications and nominations for an Associate Chancellor for Finance and Strategy. This position will join a new Chancellor and a dedicated community to further the mission of the University. The Associate Chancellor will also lead an integrated strategic planning process that aligns academic, financial, enrollment, and operational goals, conduct environmental scanning, market analysis, and scenario planning to anticipate and respond to future challenges and opportunities, develop and maintain institutional dashboards and KPIs to monitor progress toward strategic goals, and foster a culture of collaboration and teamwork across the university community.
With a more than 150-year history, UWO is a university of higher education in the highly respected Universities of Wisconsin, deeply connected with partners throughout its home region. UWO embraces the ideals of the Wisconsin Idea, one of the longest and most fundamental traditions that links the constellation of 13 universities forming the Universities of Wisconsin. UWO serves over 12,000 students, including undergraduate, graduate, and doctoral students, and approximately 5,000 high school learners throughout Wisconsin pursuing UWO college credits. The university is driven by a dedicated workforce of more than 1,200 employees and is a recognized leader in sustainability, health care, education, business partnerships, and regional economic development. Deeply committed to access, affordability, and academic excellence, UW Oshkosh plays a central role in the educational and economic vitality of the Fox Valley region.
The Associate Chancellor for Finance and Strategy is a critical leadership role that integrates the responsibilities of chief financial officer and chief strategy officer. Reporting directly to the Chancellor and serving as a key member of the senior leadership team, this executive will oversee institution-wide financial operations and play a key role in strategic planning initiatives to ensure long-term fiscal sustainability and alignment with the mission. In a dynamic environment shaped by statewide funding constraints, demographic shifts, and evolving expectations for regional public universities, the Associate Chancellor will guide UW Oshkosh in developing new revenue models, streamlining operations to optimize costs, and advancing the university's strategic goals in alignment with the Universities of Wisconsin. The Associate Chancellor will be responsible for fostering a culture of evidence-based planning and informed decision-making. With a strong commitment to the mission of public higher education, inclusive excellence, and shared governance, the Associate Chancellor will serve as a key driver of institutional transformation, helping shape university priorities, structure, and resource allocation, and collaborating with Cabinet members, Deans, shared governance, and Universities of Wisconsin leaders to ensure strategic coherence. The ideal candidate will be a strategic business officer with strong financial acumen, a genuine appreciation for the impact of higher education, and experience in a dynamic, fast-paced environment. They will be a seasoned financial professional with a proven track record of developing and implementing innovative financial models, identifying key investment areas, and being a collaborative team player.
Key Job Responsibilities:
Performance Management
Develop and maintain institutional dashboards and KPIs to monitor progress toward strategic goals.
Foster a culture of evidence-based planning and informed decision-making.
Revenue Enhancement & Cost Containment
Identify and develop diversified revenue sources, including grants, international recruitment, auxiliary enterprises, partnerships, public-private ventures, and other entrepreneurial opportunities.
Evaluate academic and administrative units for cost-effectiveness, ROI, and strategic fit.
Support initiatives to modernize business operations and deploy technology to reduce administrative burden and improve financial decision-making.
Direct capital planning and infrastructure investments in alignment with the institution's mission and fiscal responsibility.
Financial Stewardship and Planning
Lead all financial functions, including budgeting, forecasting, accounting, procurement, investments, and financial reporting.
Develop and implement multi-year financial models to support institutional priorities and ensure long-term fiscal stability.
Manage a $250 million operating budget.
Oversee cash flow, liquidity management, and reserves, optimizing financial resources to support strategic objectives.
Collaborative Leadership
Collaborate with Executive Council and Cabinet members, Deans, shared governance, and System leaders to ensure strategic coherence.
Represent UW Oshkosh on System-level working groups related to finance and strategy, advocating for institutional needs while supporting system-wide initiatives.
Strategy Development and Execution
Support an integrated strategic planning process that aligns academic, financial, enrollment, and operational goals.
Serve as a key driver of institutional transformation, helping shape university priorities, structure, and resource allocation.
Conduct environmental scanning, market analysis, and scenario planning to anticipate and respond to future challenges and opportunities.
Department:
Office of the Chancellor
Compensation:
$200,000-$213,000
Qualifications
The ideal candidate will be a strategic business officer with strong financial acumen, a genuine appreciation for the impact of higher education, and experience in a dynamic, fast-paced environment. They will be a seasoned financial professional with a proven track record of developing and implementing innovative financial models, identifying key investment areas, and being a collaborative team player.
Required Qualifications:
Graduate degree in finance, strategic management, business administration, public policy, higher education leadership, or a closely related field.
A minimum of 10 years of progressively responsible experience in financial management and/or strategic planning in a highly complex organization.
Demonstrated success leading cross-functional teams and institutional change in complex, regulated settings.
Strong financial modeling and data analytics capabilities.
Deep commitment to the mission of public higher education and shared governance.
Preferred Qualifications:
Doctoral/terminal degree in a related field.
Experience within an institution or system of higher education or a similarly complex non-profit organization.
Familiarity with Wisconsin state budgeting, capital project approval, and procurement procedures.
Strong communication skills, with the ability to convey complex financial and strategic concepts to varied audiences.
How to Apply:
Review of applications will begin immediately and will continue until the position is filled. Please submit your CV and cover letter as soon as possible using the following external link: ********************************************************************************
Nominations or inquiries can be directed to the search team below:
Steve Leo, Managing Director
Brian Bustin, Senior Associate
DSG | Storbeck
****************
Legal Notices:
Reasonable Accommodations
UWO provides reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment. Employment opportunities will not be denied because of the need to make reasonable accommodations for a qualified individual with a disability. If you need assistance or accommodation in applying because of a disability, please contact ****************** or ************. This job announcement and other material on this site will be made available in alternate formats upon request to an individual with a disability.
Confidentiality of Applicant Materials
UWO is a State agency and subject to Wisconsin's Open Records Law. UWO will not, however, reveal the identities of applicants who request confidentiality in writing except as may be required by Wisconsin's Open Records law. In certain circumstances, the identities of "final candidates" and/or the identity of the appointed applicant must be revealed upon request.
CBC & Reference Check Policy
All candidates for employment are subject to a pre-employment screening which includes a criminal background check, work authorization, and verification of education. It will also require you and your references to answer questions regarding sexual violence and sexual harassment.
Work Authorization
Unless otherwise indicated in the job posting, the University of Wisconsin Oshkosh does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. UW Oshkosh is not an e-verify employer; therefore, STEM extensions are not options for work authorization.
Annual Security and Fire Safety Report (Clery Act)
For the UWO Annual Security and Fire Safety Reports (i.e., Clery Report), which includes statistics about reported crimes and information about campus security policies, see ************************** or call UWO Police Department, at ************** for a paper copy.
UW is an Equal Opportunity Employer
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds, perspectives, and skills, and encourage all qualified individuals to apply.
Join the Steinhafels Team as a Sales Intern! Work alongside Steinhafels' Store and Sales Managers to learn how to successfully execute the mission statement by helping customers make their homes more beautiful. Interns will be fully trained sales associates and also receive training in e-commerce, customer service, marketing, our accounting department, human resources, merchandising and more. Sales interns will also be exposed to opportunities that will enhance their leadership skills. The Sales intern position has potential to grow into a leadership position amongst our sales team.
What sets Steinhafels apart as a top destination for interns?
* Amazing Earning Potential: This is a full commission sales position with no cap on income potential. During your first 4 pay periods of training, you'll receive an additional $15/hour bonus on top of your commissions.
* Generous Training & Support: We offer paid training and provide all the tools you need to succeed. You'll work with top-quality products and an excellent service and delivery team.
* Opportunities for Growth: Our interns have the opportunity to gain exposure to all areas of our organization and explore potential career paths at Steinhafels. Many of our interns have gone on to join us in professional sales, management, and corporate roles after graduation.
Steinhafels, founded in 1934, is an employee-owned, family-run company. Our associates have voted us a Top Workplace in Southeastern Wisconsin 10 times! With our positive company culture and strong focus on work-life balance for our associates, we continue to be an employer of choice and are looking to add to our dynamic team.
Responsibilities
* Asking probing questions to understand the customers' needs• Guiding customers through the store and directing them to products, which meet their needs• Clarifying differences in products• Arranging payment and delivery for sales• Accurately completing all necessary paperwork• Customer follow-up via phone calls and/or thank you note• Utilizing good sales techniques, while following all company procedures• Always keeping customer satisfaction as the top priority
Qualifications
You must be comfortable using and training on computers and be available to work standard retail business hours, including nights and weekends, when our customers shop the most.
Zipcode
54304
$34k-40k yearly est. Auto-Apply 60d+ ago
Business Intelligence Intern - Summer 2026
Jewelers Mutual 3.8
Finance internship job in Neenah, WI
We are seeking a motivated and detail-oriented intern to join the Jeweler Solutions team for the summer. This internship offers hands-on experience across multiple facets of the jewelry and insurance industry, with a focus on operations, data, and technology. The ideal candidate will assist in several key projects aimed at optimizing team workflows, improving internal processes, and supporting strategic initiatives. This is an excellent opportunity for a student looking to gain experience in business operations, data analysis, and process improvement.
WHY Jewelers Mutual:
Since 1913 we've been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we're financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation.
As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry's most trusted advisor by investing in our people, adopting new technologies, and striving for excellence.
We're dedicated to fostering growth through collaboration, powered by bold thinking, teamwork, and the passion of our people.
Here, you'll:
Move fast and embrace change
Always look for better ways
Grow, thrive, and help shape what's next
Join us and be part of a culture where you can make an impact while building your future.
What you'll do:
Data Analysis & Reporting: Analyze operational data to identify trends, generate insights, and provide recommendations that drive process improvement and efficiency.
Process Improvement Support: Assist with the refinement of onboarding procedures and the maintenance of internal systems to ensure smooth operations and updated records.
Document Review & Consolidation: Review and update existing materials, ensuring consistency and accessibility across all documents.
System & Data Updates: Manage and implement updates in internal systems to reflect accurate information.
Project Assistance: Support planning and execution of key projects, contributing to strategic initiatives through detailed research and resource management.
Website Content Management: Conduct audits of web content, ensuring information is current and relevant. Develop and implement methods for continuous content updates and tracking.
General Administrative Support: Provide administrative and operational support across a variety of tasks and projects, ensuring smooth workflow and timely completion of assignments.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
What you'll bring:
Must be pursuing a Bachelor's degree in Data Analytics, Information Systems, Business Administration, or a similar field.
Must be junior or senior standing at the time of the internship.
Must be able to work full-time in Neenah, WI during the summer and potential opportunity to extend internship to work part-time during the school year.
Proficient in Microsoft Office Products with a strong emphasis in Excel
Strong interest in research and data analysis
Excellent organizational skills with attention to detail
Ability to work independently and manage multiple projects simultaneously
Strong written and verbal communication skills
Experience with Salesforce, SQL, and PowerBI is a plus, but not required
What We Offer You:
Collaborative Culture: Work alongside talented, passionate peers who value ownership and continuous learning.
Community & Giving: Benefit from 50% charitable gift matching and paid volunteer time to support nonprofit causes
Great Place to Work Certified: Join a team recognized for an environment of innovation and growth.
Accessibility and Accommodations
We are committed to providing an inclusive and accessible recruitment process. If you require accommodation at any stage of the application or interview process, please let us know by contacting *************************.
$33k-39k yearly est. 60d+ ago
Financial Associates II - CLTS
Winnebago County, Wi 4.4
Finance internship job in Oshkosh, WI
For a description, visit PDF: ************ winnebagocountywi. gov/sites/default/files/HumanResources/Jobs/Financial%20Associate%20II%20-%20CLTS%20-%2012. 26. 25.
pdf
$36k-47k yearly est. 24d ago
Financial Analyst I - Credit
Breakthroughfuel 3.6
Finance internship job in Appleton, WI
The Financial Analyst I is responsible for performing basic credit analysis in accordance with general credit procedures and guidelines. Work involves exercise of sound judgment, critical thinking and credit analysis within prescribed procedures, with minimal supervision.
This position will be located at our Corporate Office in Appleton, WI with in-office expectations four days/week (Monday - Thursday) with Fridays as an optional in-office or work from home day, depending on business need.JOB RESPONSIBILITIES
Gather, investigate and evaluate the credit background of incoming applicants, acquisition accounts and existing customers, using multiple data sources and, where applicable, analyzing financial statements
Determine appropriate terms of payment and any required collateral to support the recommended credit limit
Develop comprehensive written recommendations, where required, for assigned customer credit limits
Timely communicate credit limits and security requirements to appropriate sales, marketing and management associates
Where needed, professionally interact with applicants and customers to obtain and/or review credit and financial information required as part of the credit due diligence process
Timely prepare and disseminate credit activity reports to sales, marketing and management associates and advise them on any potential recommended actions
Actively participates and engages in the implementation of Credit's strategic initiatives-
Understands and adheres to Credit's internal controls and policies
Live our values of High Performance, Caring Relationships, Strategic Foresight, and Entrepreneurial Spirit
Find A Better Way
by championing continuous improvement and quality control efforts to identify opportunities to innovate and improve efficiency, accuracy, and standardization
Actively seeks training and continuous learning opportunities
Support corporate efforts for safety, government compliance, and all other company policies & procedures
Perform other related duties as required and assigned
QUALIFICATIONS
Required:
Bachelors degree with emphasis in accounting or finance preferred
Resourceful and self-motivated with the ability to trouble-shoot independently.
Strong analytical and problem-solving skills; ability to assess situations and make decisions based on data while drawing from previous experience
Demonstrated critical thinking ability, seek to understand mentality
Ability to work independently in a high volume environment
Basic ability to analyze multiple types of financial statements for individuals and businesses
Basic knowledge of business legal structures
Strong attention to detail and proficiency in Excel, Word and Outlook
Negotiation skills required
Strong professional verbal and written communication skills
Ability to prioritize workload and shift as necessary
Preferred:
1-3 years prior credit investigation and evaluation experience in a high-volume credit environment
DIVISION:
Corporate
U.S. Venture requires that a team member have and maintain authorization to work in the country in which the role is based. In general, U.S. Venture does not sponsor candidates for nonimmigrant visas or permanent residency unless based on business need.
U.S. Venture will not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed recruitment Master Service Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, U.S. Venture shall reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of U.S. Venture.
U.S. Venture, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender, gender identity or expression, marital status, age, national origin, disability, veteran status, genetic information, or other protected characteristic. If you need assistance or an accommodation due to a disability, you may call Human Resources at **************.
$50k-85k yearly est. Auto-Apply 41d ago
Financial Analyst
Collabera 4.5
Finance internship job in Neenah, WI
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs.
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance.
Job Description
Job Details:
Industry: Life Care
Location: Neenah, WI
Job Title: Financial Analyst
Duration: 6 Months (Strong possibility of extension)
Position Summary:
· This position would support a priority Global Sector project initiative working under the direction of the sector senior finance business partner.
· She/he would perform financial analyses and prepare case examples of best in class performance across global Adult Care business.
· Case examples will be used as a playbook by other markets to replicate success.
Key Responsibilities:
· Provide a source of business knowledge and problem-solving capabilities to assure sound analyses, recommendations, and actionable programs.
· Work closely with global business teams to gather relevant data and insights.
· Analyze regional sector data, develop insights and recommend courses of action to achieve project goals
· Demonstrate a commitment to quality performance through personal example by adopting a customer-based approach to business support. Personally demonstrate leadership behaviours (build trust, make decisions, win consistently, think customer, continuously improve, build talent).
Preferred Qualifications:
· Experience working and influencing in a matrix organization
· Previous work experience in a global / international environment
Qualifications
Qualifications:
· High degree of financial competence and ability to operate independently
· Bachelor's degree in Finance, Economics, or a related field
· 5+ years of progressive financial / business analysis experience
· Strong communication and influencing skills and ability to influence without authority
· Demonstrable analytical skills with broad application of business, finance and economics principles
Additional Information
To apply for this position or gain additional insight, please contact:
Ujjwal Mane
************
****************************
$59k-83k yearly est. Easy Apply 60d+ ago
Category Content Management Intern
Brunswick Boat Group
Finance internship job in Fond du Lac, WI
Are you ready for what's next?
Come explore opportunities within Brunswick, a global marine leader committed to challenging conventions and innovating next-generation technologies that transform experiences on the water and beyond. Brunswick believes “Next Never Rests™,” and we offer a variety of exciting careers and growth opportunities within united teams defining the future of marine recreation.
Innovation is the heart of Brunswick. See how your contributions will help transform vision into reality:
Position Overview:
Within product management, the category operations group integrates data and develops intuitive solutions to assist internal and external customers navigate the most comprehensive marine propulsion portfolio in the industry, offering products from prop to helm. This work delivers valuable information, builds knowledge, and supports aligning products to customer application.
Using a user centric approach as the Category Content Management Intern you will support development of the Mercury Marine Product Knowledge Portal, a key digital platform for retail training used to convey product specifications, differentiation points, and consumer benefits by collaborating with a cross-functional group including category managers, marketing, sales, and product integration teams. You will exercise your own curiosity to build an understanding of products and craft a message that helps others appreciate and promote how and why Mercury products deliver exceptional on water experiences.
At Brunswick, we have passion for our work and a distinct ability to deliver.
Essential Functions:
Create informational and educational content that helps users understand Mercury propulsion systems, controls, rigging, propellers, and connected vessel products.
Leveraging content management system software, support the Mercury Product Knowledge Portal website by creating and organizing web pages and publishing content.
Contribute to content strategy for expanded & diversified audiences
Organize & Integrate boat performance testing,
Boat House Bulletins
Utilize Google Analytics GA4 to create and report website metrics, evaluate content, and identify improvement opportunities Website Analytics and metrics
Diversity of thought and experiences is fundamental when imagining the unimaginable. Certain skillsets/experiences are necessary; however, others can be developed along the way.
Required Qualifications:
A learning mindset with a sense of curiosity combined with strong analytical skills.
Excellent communication skills with an emphasis on strong writing & storytelling.
Organized, detail oriented, and able to work independently while managing time efficiently.
Passion for the water and/or interest in power sports products, propulsion systems and technology is beneficial
Pursuing a bachelor's degree in business, marketing, journalism, or closely related field
Availability to work full-time (40 or more hours per week) during the summer of 2026
Permanent US Work Authorization required
The anticipated pay range for this position is $18.00 - $27.00 per hour. The actual hourly rate offered will vary depending on multiple factors including year in school/credits earned, degree, job-related knowledge/skills, relevant experience, business needs, and geographic location.
At Brunswick, it is not typical for an individual to be hired at or near the top end of the salary range for their role. Compensation decisions are dependent upon the specifics of the candidate's qualifications and the business context.
Why Brunswick:
Whatever tomorrow brings, we'll be at the leading edge. As the clear leader in the marine industry, we're committed to our values and supporting our exceptional people. We offer and encourage growth opportunities within and across our many brands. In addition, we're proud of being recognized for making a splash with numerous awards!
About Mercury:
Headquartered in Fond du Lac, Wisconsin, Mercury Marine is the world's leading manufacturer of recreational marine propulsion engines. A division of Brunswick Corporation (NYSE: BC), Mercury provides engines, boats, services and parts for recreational, commercial and government marine applications. Mercury empowers boaters with products that are easy to use, extremely reliable and backed by the most dedicated customer support in the world. The company's industry-leading brand portfolio includes Mercury outboard engines, Mercury MerCruiser sterndrive and inboard packages, Mercury propellers, Mercury inflatable boats, Mercury SmartCraft electronics, Land 'N' Sea marine parts distribution and Mercury and Quicksilver parts and oils. More information is available at MercuryMarine.com.
Next is Now!
We value growth and development, recognizing that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying.
Brunswick is an Equal Opportunity Employer and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other characteristic protected by federal, state, or local law. Diversity of experience and skills combined with passion is key to innovation and inspiration and we encourage individuals from all backgrounds to apply. If you require accommodation during the application or interview process, please contact ****************************** for support.
For more information about EEO laws, - click here
Brunswick and Workday Privacy Policies
Brunswick does not accept applications, inquiries or solicitations from unapproved staffing agencies or vendors. For help, please contact our support team at: ****************************** or ************.
All job offers will come to you via the candidate portal you create when applying through a posted position through https:///************************** If you are ever unsure about what is being required of you during the application process or its source, please contact HR Shared Services at ************ or ******************************.
#Brunswick Corporation - Mercury Marine
$18-27 hourly Auto-Apply 60d+ ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance internship job in Appleton, WI
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.
$500 weekly Auto-Apply 12d ago
Finance Intern - Consumer Business
Hoffmaster 4.4
Finance internship job in Oshkosh, WI
About the Role We're looking for a Finance Intern to support profitability analysis, customer prioritization, and inventory/SKU management initiatives. This internship provides hands-on, project-based experience working cross-functionally with Finance, Sales, Supply Chain, and Operations to develop data-driven tools and processes that help the business make informed customer and pricing decisions in a constrained supply environment.
What You'll Do:
Expand and enhance existing customer profitability analysis to support fast, practical prioritization decisions
Build simplified, actionable analysis tools that help identify high-value and low-margin customers
Partner with cross-functional leaders to refine customer and SKU prioritization logic
Support the refinement of inventory and SKU management processes related to seasonal programs
Ensure completeness and accuracy of SKU and program categorization (e.g., Seasonal, Club, Everyday)
Collaborate with Finance, Sales, and Supply Chain stakeholders to gather inputs, test assumptions, and validate outputs
What We're Looking For:
Pursuing a Bachelor's degree in Finance, Economics, Supply Chain, Business Analytics, Operations, or a related field
Strong analytical and problem-solving skills
Proficiency in Excel; experience with data analysis or financial modeling is a plus
Ability to translate complex data into clear, actionable insights
Comfortable working cross-functionally and communicating with diverse stakeholders
Organizational Values
Safety - Teamwork - Customer Focus - Ownership - Initiative - Creativity
At Hoffmaster, our Organizational Values and strong sense of Integrity guide how we work and engage with each other every day. The Customer Prioritization & Pricing Intern will demonstrate these values by supporting thoughtful, accurate analysis that promotes informed decision-making and operational Safety. This role exemplifies Teamwork through close collaboration with Finance, Sales, and Supply Chain partners to align on data, assumptions, and outcomes. The intern maintains a strong Customer Focus by evaluating pricing and prioritization decisions through the lens of service, value, and long-term relationships; takes Ownership of assigned analyses and deliverables; shows Initiative by identifying opportunities to improve prioritization tools and processes; and applies Creativity to develop practical, data-driven solutions that support Hoffmaster's operational and financial goals.
$32k-38k yearly est. 28d ago
Product Analyst Intern - Summer 2026
Jewelers Mutual 3.8
Finance internship job in Neenah, WI
The Product Analyst Intern will assist in a wide variety of projects supporting our Product teams. This individual will work alongside product analysts and regulatory compliance analysts, learn about insurance, data analytics, finance and accounting, regulatory compliance, and the jewelry industry, providing experience that will help prepare them for a career in any of these areas after graduation.
WHY Jewelers Mutual:
Since 1913 we've been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we're financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation.
As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry's most trusted advisor by investing in our people, adopting new technologies, and striving for excellence.
We're dedicated to fostering growth through collaboration, powered by bold thinking, teamwork, and the passion of our people.
Here, you'll:
Move fast and embrace change
Always look for better ways
Grow, thrive, and help shape what's next
Join us and be part of a culture where you can make an impact while building your future.
What you'll do:
Document Review & Consolidation: Review and update existing materials, ensuring consistency and accessibility across all documents.
Data Integrity: Maintain data accuracy by identifying and resolving inconsistencies in databases, focusing on improving data quality and reliability.
Data Analysis & Reporting: Analyze operational data to identify trends, generate insights, and provide recommendations that drive process improvement and efficiency.
Process Improvement Support: Assist with the refinement of onboarding procedures and the maintenance of internal systems to ensure smooth operations and updated records.
General Administrative Support: Provide administrative and operational support across a variety of tasks and projects, ensuring smooth workflow and timely completion of assignments.
Learn about the insurance industry through job shadowing and ride-along opportunities
Assist with technology upgrades
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
What you'll bring:
Currently pursuing a Bachelor's degree in Finance, Data Science, Analytics, Actuarial Science, or similar field.
Will be junior or senior standing at the time of the internship.
Must be able to work full-time in Neenah, WI during the summer and potential opportunity to extend internship to work part-time during the school year.
Eagerness to learn and adapt in a fast-paced environment.
Proficient in Microsoft Excel and Word
Excellent organizational skills with attention to detail
Ability to work independently and manage multiple projects simultaneously
Must exhibit strong verbal and written communication skills
Embraces change, leads by example, maintains a positive work environment and ongoing learning culture
What We Offer You:
Collaborative Culture: Work alongside talented, passionate peers who value ownership and continuous learning.
Community & Giving: Benefit from 50% charitable gift matching and paid volunteer time to support nonprofit causes
Great Place to Work Certified: Join a team recognized for an environment of innovation and growth.
Accessibility and Accommodations
We are committed to providing an inclusive and accessible recruitment process. If you require accommodation at any stage of the application or interview process, please let us know by contacting *************************.
$39k-49k yearly est. 60d+ ago
Financial Analyst
Collabera 4.5
Finance internship job in Neenah, WI
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs.
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance.
Job Description
Job Details:
Industry: Life Care
Location:
Neenah, WI
Job Title:
Financial Analyst
Duration: 6 Months (Strong possibility of extension)
Position Summary:
· This position would support a priority Global Sector project initiative working under the direction of the sector senior finance business partner.
· She/he would perform financial analyses and prepare case examples of best in class performance across global Adult Care business.
· Case examples will be used as a playbook by other markets to replicate success.
Key Responsibilities:
· Provide a source of business knowledge and problem-solving capabilities to assure sound analyses, recommendations, and actionable programs.
· Work closely with global business teams to gather relevant data and insights.
· Analyze regional sector data, develop insights and recommend courses of action to achieve project goals
· Demonstrate a commitment to quality performance through personal example by adopting a customer-based approach to business support. Personally demonstrate leadership behaviours (build trust, make decisions, win consistently, think customer, continuously improve, build talent).
Preferred Qualifications:
· Experience working and influencing in a matrix organization
· Previous work experience in a global / international environment
Qualifications
Qualifications:
· High degree of financial competence and ability to operate independently
· Bachelor's degree in Finance, Economics, or a related field
· 5+ years of progressive financial / business analysis experience
· Strong communication and influencing skills and ability to influence without authority
· Demonstrable analytical skills with broad application of business, finance and economics principles
Additional Information
To apply for this position or gain additional insight, please contact:
Ujjwal Mane
************
****************************
$59k-83k yearly est. Easy Apply 9h ago
Financial Specialist II
University of Wisconsin Stout 4.0
Finance internship job in Oshkosh, WI
Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process.
Position Title:Financial Specialist IIJob Category:University StaffEmployment Type:RegularJob Profile:Financial Specialist IIJob Duties:
Primarily reviews, approves, and advises on a variety of advanced financial transactions for the units of Residence Life and Dining & Retail. May prepare some financial transactions and reconciles transactions. Recommends controls and process improvements, troubleshoots advanced financial errors. Maintains financial records, provides administrative processing support, and provides customer service for staff and customers in an assigned program area to support program financial management.
Audits, monitors, organizes, and updates fiscal records, reports, and affiliated materials
Creates general reporting for transactions
Audits or processes advanced transactions and assigns funding codes in accordance with established rules, regulations, and policies
Audits or reconciles original purchase documents with payments
Reallocates expenses to appropriate funding strings
Drafts communications and advanced reports and maintains organization of varied records to provide administrative support within a specified work unit
Answers advanced fiscal questions and provides information based on set materials and standards to various audiences
Reviews transaction processing internal controls and recommends policies and procedures
Key Job Responsibilities:
Audits or reconciles original purchase documents with payments
Reallocates expenses to appropriate funding strings
Drafts communications and advanced reports and maintains organization of varied records to provide administrative support within a specified work unit
Answers advanced fiscal questions and provides information based on set materials and standards to various audiences
Special projects and miscellaneous duties as required
Reviews transaction processing internal controls and recommends policies and procedures
Audits, monitors, organizes, and updates fiscal records, reports, and affiliated materials
Creates general reporting for transactions
Audits or processes advanced transactions and assigns funding codes in accordance with established rules, regulations, and policies
Department:
Finance/Student Success Business Officers
Compensation:
Starting at $19.00/hr and commensurate with experience
Required Qualifications:
Experience with financial managment software systems
At least 1 year of experience with cash handling
At least 1 year of financial auditing experience
Demonstrated oral and written communication
Preferred Qualifications:
Experience with University of Wisconsin procurement management
Experience creating financial reports and managing financial records
Education:
Minimum Required: High School Diploma
Preferred Degree: Associates Degree in Business, Accounting, Finance or related field
How to Apply:
Applicants must submit the following documents using the online application:
Resume
Cover Letter
*Please use your application materials to speak to each of the qualifications for this position as listed above. Be sure to describe your relevant experience and areas of expertise, using specific examples from your work and education history. Applicants must complete all required fields and attach all required documents prior to submitting the online application.
All final candidates will be asked to provide names, email contact information, and/or phone numbers for three (3) references, with at least one being from a manager or supervisor, during the interview process.
Note: Once you have attached your materials and submitted your application, you will not be able to go into the system and change them.
To Ensure Consideration: Applications received by the end of the day on 01/20/2026 are ensured full consideration. Applications received after that date may be given consideration. Application materials will be evaluated, and the most qualified applicants will be invited to participate in the next step of the selection process. Incomplete and/or late application materials may not receive consideration.
Contact Information:
For questions regarding your application and additional options to apply, contact Human Resources at ********************* or ************
Work Authorization
Unless otherwise indicated in the job posting, the University of Wisconsin Oshkosh does not offer H-1B or other work authorization visa sponsorship for this position. Candidates must be legally authorized to work in the United States at the time of hire and maintain work authorization throughout the employment term. UW Oshkosh is not an e-verify employer; therefore, STEM extensions are not options for work authorization.
Legal Notices:
Reasonable Accommodations
UWO provides reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment. Employment opportunities will not be denied because of the need to make reasonable accommodations for a qualified individual with a disability. If you need assistance or accommodation in applying because of a disability, please contact ****************** or ************. This job announcement and other material on this site will be made available in alternate formats upon request to an individual with a disability.
Confidentiality of Applicant Materials
UWO is a State agency and subject to Wisconsin's Open Records Law. UWO will not, however, reveal the identities of applicants who request confidentiality in writing except as may be required by Wisconsin's Open Records law. In certain circumstances, the identities of "final candidates" and/or the identity of the appointed applicant must be revealed upon request.
CBC & Reference Check Policy
All candidates for employment are subject to a pre-employment screening which includes a criminal background check, work authorization, and verification of education. It will also require you and your references to answer questions regarding sexual violence and sexual harassment.
Annual Security and Fire Safety Report (Clery Act)
For the UWO Annual Security and Fire Safety Reports (i.e., Clery Report), which includes statistics about reported crimes and information about campus security policies, see ************************** or call UWO Police Department, at ************** for a paper copy.
UW is an Equal Opportunity Employer
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds, perspectives, and skills, and encourage all qualified individuals to apply.
$19 hourly Auto-Apply 14d ago
Finance Internship - Freight Analyst
Hoffmaster 4.4
Finance internship job in Oshkosh, WI
About the Role We're looking for a Finance Intern to support freight, distribution, and inventory optimization initiatives that drive operational efficiency and financial impact. This internship offers hands-on, project-based experience working with Finance, Logistics, and Procurement to evaluate cost drivers and develop data-driven recommendations.
What You'll Do:
Analyze corrugate purchasing and storage practices to identify opportunities to reduce onsite inventory
Evaluate cost trade-offs between unit pricing and just-in-time supply strategies
Partner with Logistics to refresh and validate the true cost of pallet storage
Build SKU-level models to determine optimal ordering quantities based on forecast, price, and storage cost
Collaborate cross-functionally with Finance, Logistics, and Procurement to gather insights and develop recommendations
What We're Looking For:
Pursuing a Bachelor's degree in Finance, Accounting, Supply Chain, Business Analytics, or a related field
Strong analytical and problem-solving skills
Proficiency in Excel; financial modeling experience is a plus
Comfortable working with data and collaborating across teams
Organizational Values
Safety - Teamwork - Customer Focus - Ownership - Initiative - Creativity
At Hoffmaster, our Organizational Values and strong sense of Integrity guide how we work and engage with each other every day. The Finance Intern will demonstrate these values by promoting Safety through accurate, thoughtful financial analysis and by supporting an environment where cross-functional partners feel comfortable asking questions, testing assumptions, and collaborating openly around data and operational insights. This role exemplifies Teamwork by partnering closely with Logistics, Procurement, and Finance to ensure alignment, transparency, and shared problem-solving. In addition, the intern maintains a strong Customer Focus by evaluating supply and storage decisions through the lens of service, reliability, and long-term value; takes Ownership of assigned analyses and deliverables; shows Initiative by identifying cost optimization and process improvement opportunities; and applies Creativity to build practical, data-driven models that support Hoffmaster's commitment to operational and financial excellence.
How much does a finance internship earn in De Pere, WI?
The average finance internship in De Pere, WI earns between $26,000 and $44,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.