Finance internship jobs in Hobe Sound, FL - 125 jobs
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Business Intern
The Mullings Group
Finance internship job in Delray Beach, FL
Founded in 1992, The Mullings Group has built a reputation for delivering outcomes across executive search, media & marketing, and advisory services. Our search team has over 100+ years of combined tenure at TMG, a rare indicator of consistency, commitment, and success.
Headquartered in Delray Beach, FL with offices across the U.S., Canada, the UK, Israel, and APAC, we serve organizations from emerging startups to high growth organizations across multiple industries, navigating critical talent, brand, and business decisions.
In this internship, you will support all aspects of the organization, providing exposure to business development, search and recruitment, accounting, and marketing. You will be working closely with our team to conduct research, capture data, and contribute to actual searches for executives around the world across key functions including Finance (stock options, IPOs, M&A), Economics (global compensation analysis), Engineering/Manufacturing (R&D, Operations), Accounting (budgeting, forecasting), Sales (revenue growth), and Marketing (product commercialization).
We are looking for someone a dedicated problem solver who can think creatively. Someone who is proactive and willing to assist with a variety of opportunities to partner with our team. This opportunity will develop business acumen and real world problem solving skills.
This is an onsite position beginning in February 2026. You must be able to reliably commute to the Delray Beach office for your hours.
Responsibilities:
Conduct research related to client companies as needed
Support the collection and maintenance of data across multiple departments
Assist with the tracking of the search process in support of the recruitment departments
Learn about multiple medical procedures and technologies
Develop an understanding of how a company is built
Complete tasks assigned by varies departments across the organization
Qualifications:
College student or recent graduate
Eager to learn and work with various departments in the company
Excellent verbal and written communication skills
Proficiency in Microsoft Office & Google Suite
An understanding of LinkedIn is highly preferred
Ability to multitask
Copes well under pressure
Persistence
Ability to work onsite in our Delray Beach, FL office
$27k-36k yearly est. 3d ago
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Business Development Sales Intern
Granite Telecommunications 4.7
Finance internship job in West Palm Beach, FL
Granite delivers advanced communications and technology solutions to businesses and government agencies throughout the United States and Canada. We provide exceptional customized service with an emphasis on reliability and outstanding customer support and our customers include over 85 of the Fortune 100. Granite has over $1.85 Billion in revenue with more than 2,100 employees and is headquartered in Quincy, MA. Our mission is to be the leading telecommunications company wherever we offer services as well as provide an environment where the value of each individual is recognized and where each person has the opportunity to further their growth and achieve success.
Granite has been recognized by the Boston Business Journal as one of the "Healthiest Companies" in Massachusetts for the past 15 consecutive years.
Our offices have onsite fully equipped state of the art gyms for employees at zero cost.
Granite's philanthropy is unparalleled with over $300 million in donations to organizations such as Dana Farber Cancer Institute, The ALS Foundation and the Alzheimer's Association to name a few.
We have been consistently rated a "Fastest Growing Company" by Inc. Magazine.
Granite was named to Forbes List of America's Best Employers 2022, 2023 and 2024.
Granite was recently named One of Forbes Best Employers for Diversity.
Our company's insurance package includes health, dental, vision, life, disability coverage, 401K retirement with company match, childcare benefits, tuition assistance, and more.
If you are a highly motivated individual who wants to grow your career with a fast paced and progressive company, Granite has countless opportunities for you.
EOE/M/F/Vets/Disabled
General Summary of Position:
We're looking for a talented sales intern to work alongside our sales professionals who will focus on new business development by selling our voice and data telecommunication products and services to C-level and Director level decision makers. If you are a highly driven, self-motivated individual, with a positive attitude, and competitive spirit, then Granite will provide you an exciting and lucrative career opportunity. You will get the training, support and environment needed to succeed. You will be the driving force for securing new customers and new business regionally for Granite across North America.
Duties and Responsibilities:
Assisting team members with administrative tasks
Learning and incorporating sales skills from and into their own sales environment
Learning the products we sell and understand Granite as a company
Producing and/or editing written reports for team members
Prospecting new clients via cold calling
Gain knowledge of using CRM- Salesforce
Participating in independent sales tasks and strategies
Participating in a sales intern role play competition
#LI-ND1
#LI-N1
$27k-36k yearly est. 1d ago
FINANCIAL ANALYST
The Geo Group, Inc. 4.4
Finance internship job in Boca Raton, FL
Benefits Information
Full-time employees will enjoy a competitive benefits package with options for you and your family including:
* Paid Time Off
* Paid Holidays
* 401(k) Matching
* Health Insurance
* Vision Insurance
* Life Insurance
* Health Savings Account
* Tuition Reimbursement
* Employee Discount
* Reduced Tuition Rates
* Disability Insurance
* Employee Assistance Program
* 401(k)
* Pet Insurance
* Dental Insurance
* Paid Training
* Flexible Spending Account
The compensation and benefits information is accurate as of the date of this posting. The Company reserves the right to modify this information at any time, with or without notice, subject to applicable law.
Equal Opportunity Employer
Overview
Are you looking for a career you can feel good about? We hire only those that strive to do their best. By joining our family, you'll receive the honor and recognition that comes with working for the industry's global leader in evidenced based rehabilitation.
Who We Are:
GEO provides complementary, turnkey solutions for numerous government partners worldwide across a spectrum of diversified correctional and community reentry services. From the development of state-of-the-art facilities and the provision of management services and evidence-based rehabilitation to the post-release reintegration and supervision of individuals in the community, GEO offers fully diversified, cost-effective services that deliver enhanced quality and improved outcomes.
Why Work for GEO:
We believe that work is more than a place you go to every day. It is about being inspired and motivated to achieve extraordinary things.
Employee benefits play an important role in making The GEO Group a great place to work. At GEO, we believe in the three pillars of employee wellbeing: physical, emotional, and financial. With comprehensive benefits and competitive wages, we trust that you will find all the resources you need here to be successful.
Responsibilities
Summary
The Financial Analyst is integral to the corporate finance team by assisting with M&A transactions, capital raise initiatives, financial analysis, and market research. It also analyzes competitor data, prepares reports for senior management and prepares financial models of organic growth opportunities and acquisitions for internal and external use.
Primary Duties and Responsibilities:
Research acquisition candidates and competitors and perform financial analysis and valuation studies.
Assist with due diligence of acquisition candidates, including but not limited to consulting external agencies concerning legal, financial and accounting issues associated with M&A transactions.
Compute financial impact of organic growth opportunities and acquisition targets.
Prepare and maintain 5-year forecast model (income statement, balance sheet, statement of cash flows).
Facilitate new capital raise initiatives through the creation or accumulation of internal analysis and information and communicating with external organizations such as investors, bankers, and other relevant organizations.
Coordinate the preparation of the quarterly board package and support for the press release and conference call script.
Prepare presentations to management based upon financial models and analysis work.
Assist with the preparation and submission of debt compliance certificates. Monitor overall compliance with covenant requirements.
Perform other duties and ad-hoc analysis on an as needed basis.
Qualifications
Minimum Requirements:
Bachelor's degree in Finance. MBA or Master's degree is preferred. CFA candidate also preferred.
One to two years of financial analysis experience or relevant education experience. Strong analytical and organizational skills are also required.
Familiarity with financial statements and standard financial concepts.
Exceptional skills in utilizing appropriate software applications to conduct financial analyses including Hyperion, Essbase and Microsoft Office preferred
Must be able to communicate effectively through verbal and written communication.
Must be able to work independently, while meeting internal schedules and deadlines.
Ability to work with computers and the necessary software typically used by the department.
The GEO Group, Inc.
$39k-60k yearly est. 2d ago
Financial Analyst Intern
Goodleap 4.6
Finance internship job in West Palm Beach, FL
About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
The Financial Analyst Intern role will play a key part in shaping the company's growth by supporting the B to C side of the business dealing with the homeowner app, virtual power plants, and third-party ownership consumer finance products.Essential Job Duties and Responsibilities:
Financial Modeling, Analysis & Pricing Development: Maintain, refine and develop financial models to analyze the profitability of new and existing consumer finance products.
Cost Optimization & Efficiency: Collaborate with FP&A to identify areas for cost reduction and operational improvements across all consumer finance products, focusing on enhancing product margins and driving financial efficiency.
Performance Tracking: Partner with technology to develop insightful dashboards and reports that can accurately track key performance indicators
Industry Research: Conduct market and industry research to identify trends, risks and opportunities that may impact consumer finance products and overall strategy.
Presentations, Reporting & Recommendations: Prepare high quality presentations and reports for senior executives and board members, providing actionable recommendations on pricing, profitability and new potential product lines.
Required Skills, Knowledge and Abilities:
Bachelor's degree in finance, economics, business, mathematics or a related field (MBA, CFA or CPA is a plus).
Minimum GPA requirement: 3.0 GPA if applying as a recent grad
0-4 years of experience in finance, accounting, consulting or a similar role.
Strong analytical skills with the ability to work with large datasets and draw meaningful insights.
Advanced proficiency in Microsoft Excel (financial modeling) and PowerPoint.
Ability to synthesize complex information into clear, concise recommendations.
Experience with financial forecasting, budgeting, and financial planning.
Excellent written and verbal communication skills.
Strong problem-solving skills with a proactive approach to challenges.
Compensation: $20 - $25/hour
Additional Information Regarding Job Duties and s:
Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
$20-25 hourly Auto-Apply 60d+ ago
Financial Advisor
HBK 4.4
Finance internship job in Stuart, FL
HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family of companies; HBK is a top 50 accounting and business consulting firm. As an industry leader and innovator, HBKS is investing in resources and technology to ensure long-term growth.
Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our people choose their own career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.
We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family as our newest Financial Advisor.
QUALIFICATIONS
Bachelor's Degree in business or finance.
4+ years' experience as a personal financial advisor/planner
Industry related professional designations such as CFP preferred
The ideal candidate will possess the Series 65 & insurance licenses
This individual will be highly motivated with a strong desire to succeed.
Excellent organizational, communication, interpersonal, and computer skills required.
RESPONSIBILITIES
Developing comprehensive, fee-based personal financial plans for individuals and families.
Providing various investment advisory services including proposal development, asset allocation modeling, etc.
Some trading and rebalancing of client portfolios.
Meeting with clients individually or on a team basis with an HBKS partner to review financial and investment plans.
Responding to various client service requests throughout the year.
Helping the firm grow through acquisition of new clients and retention of existing clients.
BENEFITS WE OFFER:
Competitive Compensation
Lucrative New Business & Employee Referral Bonuses
Anniversary Bonus
Open Paid-time-off policy for professional staff
We provide a flexible work environment to offer work/life balance.
401(k) plan with company match and profit sharing
Medical, dental, and vision insurance
Company Paid Life Insurance
Affordable Short- & Long-Term Disability Insurance
Affordable Accidental and Critical Illness Insurance
10.5 Paid holidays
Disability Insurance
Tuition Reimbursement
Annual Performance Reviews
And Much More…
HBKS provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
$80k-126k yearly est. 60d+ ago
Finance & Accounting Summer Intern
Tower Hill Insurance Group 4.7
Finance internship job in Palm Beach Gardens, FL
Internship Description
Tower Hill Insurance Group has an exciting opportunity for a talented Finance & Accounting Summer Intern who enjoys intellectual challenges and is seeking a rewarding career with a company that is experiencing growth. Not only is Tower Hill Insurance one of Florida's most trusted names in homeowners insurance, but it offers great opportunities for career advancement and personal growth, along with very competitive benefits and rewards. We are growing at a consistent pace and seek professional individuals with drive, team mentality, who want to make an impact, and are committed to a long-term career in the insurance industry.
The Intern position is a temporary, 12-week role designed to introduce students or recent graduates to the property and casualty insurance industry. In this program, the intern will be tasked with leading and completing a Lean Six Sigma project, with the opportunity to earn their Yellow Belt certification.
ESSENTIAL DUTIES AND RESPONSIBILITIES
· Attend Lean Six Sigma training and lead a project from inception to completion.
· Interact and collaborate with internal departments to gain industry knowledge and achieve project goals.
· Prepare and present project updates to senior management.
· Become familiar with property and casualty insurance industry terminology.
· Complete assigned trainings on property and casualty insurance industry knowledge.
· Assist team members with day-to-day tasks and assignments.
· Shadow team members and assigned executive mentor to gain insider knowledge of property and casualty insurance.
· Network with others through participation in social company events.
· Attend onboarding and training as assigned.
PROJECT DESCRIPTION
As a summer intern in the Finance and Accounting department, you will gain hands-on experience across multiple areas, including Financial Planning & Analysis (FP&A), Treasury, and MGA Accounting. This cross-functional internship offers a comprehensive view of how financial systems, operational workflows, and strategic planning contribute to the financial performance and integrity of the organization. You will support balance sheet reconciliation efforts by evaluating reconciliation platforms based on cost, efficiency, ease of use, and integration requirements. In Treasury, you will assist with daily cash management, investment tracking, and understanding premium application workflows. Additionally, you will participate in budgeting and forecasting, conduct competitor research, and collaborate with the accounting team to analyze budget variances.
ADDITIONAL DUTIES
This job description reflects the general duties considered necessary to describe the essential functions of the job and should not be considered a complete description of all the work requirements and expectations of the position. Tower Hill reserves the right to assign duties not listed herein as necessary to accomplish the goals of the organization.
Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION
Bachelor's Degree or High School Diploma or GED with ongoing progress towards a Bachelor's Degree required.
EXPERIENCE
No previous experience required.
CERTIFICATIONS
N/A
LICENSES
N/A
Tower Hill Insurance is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Tower Hill Insurance is committed to working with and providing reasonable accommodation for individuals with disabilities. If you need reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ********************* and let us know the nature of your request and your contact information.
All applicants will receive an acknowledgement that their application has been received. Candidates will not receive status updates regarding their application; however, those candidates selected for further consideration will be contacted by Human Resources.
$35k-40k yearly est. 60d+ ago
Financial Advisor
Spartan Placements, LLC
Finance internship job in Stuart, FL
Job Description
Financial Advisors
QUALIFICATIONS
Bachelor's Degree in business or finance.
4+ years' experience as a personal financial advisor/planner
Industry related professional designations such as CFP preferred
The ideal candidate will possess the Series 65 & insurance licenses
This individual will be highly motivated with a strong desire to succeed.
Excellent organizational, communication, interpersonal, and computer skills required.
RESPONSIBILITIES
Developing comprehensive, fee-based personal financial plans for individuals and families.
Providing various investment advisory services including proposal development, asset allocation modeling, etc.
Some trading and rebalancing of client portfolios.
Meeting with clients individually or on a team basis with an HBKS partner to review financial and investment plans.
Responding to various client service requests throughout the year.
Helping the firm grow through acquisition of new clients and retention of existing clients.
Spartan Placements is an equal opportunity employer. All terms and conditions of employment, including, but not limited to, recruitment, placement, title, promotion, compensation, benefits, transfers, training, education, research, administration and programming, will be administered without regard to race, color, religion, sex, age, sexual orientation, national origin or ancestry, handicap, or status as a disabled veteran.
$49k-96k yearly est. 11d ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance internship job in West Palm Beach, FL
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 11d ago
Finance Intern
City of Greenacres, Fl 3.7
Finance internship job in Greenacres, FL
Summer InternshipInternship starts June 1, 2026, and ends July 24, 2026. This part-time position is limited to a maximum of 29 hours per week. Thank you for your interest in employment with the City of Greenacres. At a minimum, you must be able to meet the
following requirements:
* Must have graduated from an accredited high school or have obtained a State of Florida G.E.D. certificate or equivalent.
* Must submit to a post-offer physical examination. The offer of employment will be conditioned on the results of testing and/or examinations.
* Must be of good moral character.
REQUIRED INFORMATION AND DOCUMENTS
* A minimum of three (3) professional/personal references must be provided within the application.
Please upload the following documents to the application:
* H.S. Diploma/Hi School Transcripts or G.E.D. Certificate
* College Diploma or College Transcripts (if applicable)
* Veterans Preference documentation (if applicable)
* Military DD214 Form (if applicable)
* Military Discharge Certificate (if applicable)
Applications received without required attachments will be considered incomplete.
Position Summary: Seeking a detail-oriented and motivated intern to assist with financial, accounting, and budget-related functions. This internship offers hands-on experience in municipal finance, public-sector accounting, and fiscal management while supporting the City's financial operations and compliance requirements.
Essential Duties and Responsibilities:
(The duties listed are intended to serve as an example of the typical functions performed. They are not exclusive or all inclusive and will vary with assignments.)
* Assist with budget preparation, monitoring, and financial reporting.
* Support accounts payable and receivable processes.
* Help maintain and organize financial records and documentation.
* Conduct basic financial analysis, data entry, and reconciliation.
* Assist with audits, grant tracking, and financial compliance tasks.
* Prepare spreadsheets, charts, and summaries for internal use.
* Respond to internal inquiries related to financial procedures.
* Attend finance meetings or city council budget sessions as assigned.
* Perform other duties as assigned in support of Finance Department operations.
Knowledge, Skills, and Abilities Requirements:
* Interest in public finance and local government.
* Proficiency in Microsoft Excel and other Microsoft Office applications.
* Excellent written and verbal communication skills.
* Strong analytical, organizational, and attention-to-detail skills.
* Basic finance and accounting principles and practices.
Ability to:
* Ability to plan, schedule, and produce work independently with minimal supervision, establishing priorities and meeting deadlines.
* Communicate clearly and concisely, both orally and in writing.
* Ability to prioritize work and be self-motivated.
* Complete assignments accurately and on a timely basis.
* Work independently on complex and confidential assignments and analyze a wide variety of data.
* Maintain confidential and sensitive information demonstrating a high degree of professional integrity.
* Maintain a courteous and professional demeanor.
* Maintain high standards for professional and ethical conduct.
* Establish and maintain effective working relationships with co-workers, public agencies, vendors, and the general public. Follow safety rules and regulations of the City and the Department.
* Support the Department's and City's Mission, Values and Goals.
Learning Goals:
* Interns will gain experience in municipal budgeting, financial reporting, government accounting principles and practices, public-sector fiscal responsibility and transparency, financial data analysis, and record management.
Education and Experience Requirements:
* Currently enrolled in or recently graduated from an accredited College or University program working towards an Associate's or a Bachelor's degree in the field of Political Science, Business Administration, Public Administration, Finance, Accounting, Economics, or related field.
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)
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
$50k-97k yearly est. Auto-Apply 60d+ ago
Financial Representative - Entry Level
Snow Financial Group-Northwestern Mutual
Finance internship job in Boca Raton, FL
Job DescriptionBenefits:
Dental insurance
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At Snow Financial Group, a growing District of Northwestern Mutual, our mission is to deliver personalized, innovative financial solutions that empower clients to take control of their financial futures. We are dedicated to building long-term relationships grounded in trust, integrity, and expertise, providing tailored guidance to help clients make informed decisions and achieve their financial objectives. By adopting a collaborative approach and maintaining a focus on excellence, we strive to be the premier choice for comprehensive financial planning. Our goal is to ensure that every client has the resources and confidence to navigate their financial path successfully.
Snow Financial Group is a dynamic, client-centered organization where professional growth is prioritized. We create an environment that encourages innovation and personal development, empowering individuals to reach their full potential. As a part of our team, youll benefit from strong mentorship, career development opportunities, and a robust support system that enables success in the competitive financial services industry. With uncapped earning potential and the chance to create a lasting impact on clients, Snow Financial Group provides a foundation for both career advancement and financial prosperity.
Our thriving office is located: 902 Clint Moore Rd. #228 Boca Raton, FL 33487
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Tim Snow - Managing Director:
How long with NM? Tim has been serving as a Managing Director for the past 20 years.
Prior Experience? Before joining Northwestern Mutual, Tim spent many years in the hospitality industry, where he developed skills in customer service, management, and leadership.
Passionate About? Tim enjoys golf, spending time in the gym, and spending time with family and friends. Hes a passionate hockey fan (supporting the Panthers and Sabers), and follows the Buffalo Bills enthusiastically.
Paul Stadfeld - Wealth Management Advisor:
How long with NM? Paul has been serving as a Wealth Management Advisor for 15 years.
Prior Experience? Originally from Boston, Paul transitioned to Northwestern Mutual after working in sports advertising for four years. He also gained valuable experience working in his family business, which helped him develop strong business acumen and client relationship skills.
Passionate About? Paul is married with a son and is deeply passionate about spending quality time with his family. A dedicated Boston sports fan, he follows the Red Sox, Celtics, and Patriots closely. In his free time, Paul enjoys playing Pickleball and chess, staying active and engaged both mentally and physically.
Graham Davis - Financial Advisor:
How long with NM? Graham has been a Financial Advisor for nearly 13 years.
Prior Experience? Graham worked for the U.S. Secret Service for four years, where he developed valuable skills in security, attention to detail, and crisis management. He also worked in car sales at MINI, building his expertise in sales, customer service, and relationship management, which has greatly contributed to his success in the financial services industry.
Passionate About? Graham, recently married, is an avid fitness enthusiast and enjoys working out. He is passionate about golf, both for leisure and as a challenge. Outside of work, Graham loves spending time with his rescue dog, Bailey, and enjoys playing the trombone.
Natalia Margolis - Wealth Management Advisor:
How long with NM? Has worked as a Wealth Management Advisor for over 15 years.
Prior Experience? Natalia previously worked as an analyst in the consumer solutions industry.
Passionate About? Natalia is deeply committed to her family and enjoys traveling, exploring new destinations with her loved ones.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Follow this link to hear why Financial Advisor, Jamie Mannarelli is so passionate about her career at Northwestern Mutual: ****************************
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A specific level of education is not required.
Experience: Previous experience in sales, financial services, or insurance is highly valued.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: You will be sponsored to obtain your 215 (Life & Health) and all securities licenses as required by the firm.
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Tim Snow is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
$28k-53k yearly est. 2d ago
Entry Level Financial Representative
The McKernan Group
Finance internship job in Belle Glade, FL
Job DescriptionBenefits:
401(k)
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the winning team at The McKernan Group, Northwestern Mutual (NM) - West Palm Beach! Located at 250 S. Australian Ave, Ste 1601, West Palm Beach, FL 33401, we are proud to be the #1 District in the entire NM system in production, with two advisors ranked in the top 25 of all Northwestern Mutual advisors. Our passion for community support is reflected in our involvement with Alex's Lemonade Stand and various local charities, including active participation in the Palm Beach Walk to End Alzheimers.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: ****************************
A Glance at Northwestern Mutual:
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security.
Meet Some of Our Local Leaders, the Heartbeat of Our Business:
Bill McKernan, Managing Director:
How long with NM? Since 2002.
Previous experience? Started as a Financial Advisor for the first 10 years, then transitioned to Managing Director for the past 12 years. This was Bills first position after graduating from FSU, where he started with no natural market. His belief is that anyone can succeed in this business with hard work.
Passionate about? Bill enjoys spending time with his wife Brooke and their three boys. Outside of family, he loves playing tennis, basketball, and surfing.
Nick Hernandez, Field Director & Financial Advisor
Professional Journey: Joined Northwestern Mutual in 2021 after retiring as a U.S. Navy Master Chief (E-9) with 20 years of service and serving 6 years as a SWAT officer in Delray Beach, FL.
Education & Family: Holds a Bachelors in Criminal Justice from American Military University; married to his wife Krystal with two daughters, Aviana (7) and Alena (11).
Fun Fact: Nick met his wife in military police academy at 18, and they are celebrating 17 years of marriage. His passion for cars runs deephe grew up with imports and now owns a 1979 Chevy Corvette and a 1972 C10 hotrod.
Brooke McKernan, Wealth Management Advisor:
How long with NM? Since 2003.
Previous experience? Brooke began her career as a top college intern and quickly rose to become the first woman to achieve the top spot.
Passionate about? Brooke is passionate about her family, running, travel, and volunteering, as well as spending quality time with friends.
Quote to live by: "The only way to do great work is to love what you do."
Dave Siegel, Field Director:
How long with NM? Since 2009.
Previous experience? Dave played lacrosse at FSU and began his career at NM right after his internship. He became a rep in 2010, a College Unit Director in 2011, and a Field Director in 2013.
Passionate about? Dave is passionate about family. He is married to Dr. Chrissie, and they have three children: Landon, Maddie, and Logan.
Check out Daves mission statement: ****************************
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree in finance, business, or a related field is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Bill McKernan is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
*actual results through year end 2023
$28k-53k yearly est. 17d ago
Mortgage Product & Finance Analyst
NQM Funding, LLC
Finance internship job in Boca Raton, FL
Job Description
Are you ready to advance your career in a dynamic, industry-leading environment? Join NQM Funding, LLC, a top secondary market investor renowned for our expertise and innovation in the non-QM space. We operate both wholesale and correspondent channels, backed by our strong partnership with a global investment management firm. At NQM Funding, LLC offer cutting-edge programs, exceptional service, and highly competitive pricing.
By joining our team, you'll have the opportunity to work with a focused and passionate group of professionals who are committed to shaping the future of non-QM lending. We offer an environment where your expertise is valued, and your career aspirations can flourish. If you're looking for a place to grow and make a tangible impact on the industry, NQM Funding, LLC, is the perfect fit for you. Apply now to be part of a company that's redefining excellence in non-QM lending!
Our TPO Division is looking to hire a Mortgage Product & Finance Analyst
ALL REMOTE POSITIONS REQUIRE A DOWNLOAD OF NO LESS THAN 100 MBPS.
Job Title: Mortgage Product & Repurchase Analyst
Reports To: Senior Director of Mortgage Lending
FLSA Status: Exempt
Department: Account Executives
Division: TPO
Salary Range: $60K to $80K per year plus quarterly bonus.
Summary:
The Mortgage Product & Repurchase Analyst is responsible for reviewing mortgage loan data and investor requests, managing repurchase processes, and maintaining internal documentation to support product and program implementation. This role requires detailed analysis of loan performance and financial data and ongoing collaboration with internal stakeholders and investor partners to identify defects, mitigate risk, and ensure comprehensive documentation and effective communication.
Key Responsibilities
Program Management Support: Partner with IT and cross-functional teams to support product and program rollouts, ensuring timely implementation and accurate system setup.
Third-Party Review Coordination: Work with internal teams and external vendors to ensure third-party review requests are logged, configured, reviewed, and completed in a timely and compliant manner. Update systems and communicate status to stakeholders.
Premium Recapture Management: Investigate and resolve investor premium recapture requests by validating financial details, performing financial calculations, managing databases, preparing correspondence, and tracking cases through resolution.
Repurchase Management: Manage and resolve repurchase requests from internal teams and investors by identifying root causes of defects (e.g., misrepresentation, missing documentation) and coordinating remediation efforts, including system updates, correspondence, and case tracking through completion.
Client Scorecard Data & Reporting: Analyze wholesale loan data, manage pipelines, conduct borrower financial analysis, and produce reports for management and investor review.
Procedures & Documentation: Maintain and update internal procedures, guides, and manuals while collaborating with internal and external teams to resolve issues and improve processes.
Additional Duties: Perform other related responsibilities as assigned.
Required Skills & Qualifications
Strong understanding of mortgage origination, underwriting, servicing, and investor guidelines.
Proficiency in financial analysis, credit analysis, and interpreting complex data.
Excellent analytical, problem-solving, and communication skills.
Experience with mortgage software, databases, and potentially SQL for data extraction.
Skills:
Detailed oriented, organized, and dependable
Initiative-taking
Excellent written and verbal communication skills
Excellent critical thinking skills
Ability to work independently with minimal supervision
Education/Experience:
Bachelor's degree or equivalent relevant work experience required
Minimum of 2-3 years of analytical experience in residential mortgage operations with demonstrated business acumen
Strong experience in database management and data warehousing environments
Advanced proficiency in Excel and SQL required
Prior experience with Encompass strongly preferred
NQM Funding, LLC offers the following benefits:
Medical Plan
Dental Plan
Vision Plan
GAP Insurance
Life Insurance paid by the company
Voluntary Life Insurance
401K
Pet Insurance
Legal Shield/ID Shield
Equal Employment Opportunity:
NQM Funding, LLC management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment.
NQM Funding LLC will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same.
NQM Funding, LLC will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to NQM Funding, LLC.
$60k-80k yearly 6d ago
Financial Analyst
One Path Career Partners
Finance internship job in West Palm Beach, FL
We are hiring for a skilled Financial Analyst! In this full-time opportunity you will be performing accounting, customer service, and organizational functions while collaborating in internal/external members. To be considered for this position, applicants must have an Associates Degree along with 2 years of experience in accounting/financial reconciliation. Qualified candidates have strong Microsoft Excel skills, excellent verbal and written communication, a high attention to detail, and be self-motivated. Does this describe you? Apply Now!
Job Summary:
Full time, contract
M-F schedule, 8am-5pm
Searches for payment inconsistencies or errors, while making sure participants are being charged correctly.
Performs verification and accuracy checks on all assigned accounts.
Researches corrections and reports findings to the necessary participants.
Clearly explains analytical data to internal and external business partners.
$41k-64k yearly est. 60d+ ago
Financial Analyst
Italian Rose Garlic Products
Finance internship job in Riviera Beach, FL
Italian Rose Garlic Products, a Lakeview Farms company is the category leading producer of fresh produce-based salsa in North America. We offer branded, private label, contract manufactured and food service salsa products in addition to a variety of dips, spreads and sauces.
Currently, we are looking for a Financial Analyst for our Riviera Beach, FL manufacturing facility. The qualified candidate will will assist in budgeting, monthly reporting of actual vs budget/forecast, detailed general ledger review to determine accurate forecasting and will assist with financial models for ongoing and future projects. This role will also track, troubleshoot and present operational Key Performance Indicators (KPIs) on a monthly basis. Candidate must have the ability to work in a fast-paced environment to help meet deadlines and support departmental deliverables.
Essential Functions and Responsibilities
Assist in the annual budget and rolling monthly forecasts, including setting time tables, designing forms, consolidation of data, and preparation of financial statements
Support department managers in the development of budgets and forecasts and identifying trends in performance and provide recommendations for improvement.
Monitor and effectively communicate performance against budgets and forecasts, including reporting of deviations from plan.
Maintain budgeting and forecasting templates and identify improvements to underlying model.
Prepare timely monthly management reports and dashboards including KPI analysis.
Report actual vs. budget on a monthly basis for department managers.
Provide analysis of costs and profit margins for existing and new products.
Prepare ad hoc analysis, as necessary.
Qualifications
Bachelor's Degree in Finance, Accounting, or related discipline preferred.
At least 2 years of experience in a financial analyst or accounting related position within a Manufacturing, Retail or Distribution setting
Knowledge and Understanding of Generally Accepted Accounting Principles (GAAP)
Strong computer skills - high proficiency in Microsoft Office; specifically, Excel, PowerPoint, Word
Strong analytical and communication skills
Self-starter and independent work style.
Competencies/skills
Results and detail oriented
Time management
Professionalism
Excellent Oral and Written Communication skills
Organizational & planning skills
Multi-tasking
Italian Rose 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, disability or protected veteran status.
We offer a competitive salary and a comprehensive benefits package, which includes health and dental plans, voluntary short-term and long-term disability, life insurance, a health savings account and Company matched 401(k).
Our mission is to be recognized as a successful and dynamic growth leader in the Fresh Salsa Category providing consumers with the highest quality, superior tasting variety of salsa products at a great value as compared to our competitors. Our values are based upon providing an enjoyable, safe work environment that reflects dignity, respect and prosperity for all employees. We do this through fostering a team environment and conducting business in the spirit of honesty and integrity, while promoting employee responsibility, accountability and empowerment.
$41k-64k yearly est. Auto-Apply 60d+ ago
Financial Analyst
Crisis24
Finance internship job in Boca Raton, FL
Who Are We Looking For:
The Financial Analyst (Entry-Level) is responsible entering and tracking client engagements into our financial platforms, reviewing and analyzing schedules for payroll and billing accuracy, analysis of financial performance, and recommending relevant policy actions by collecting, mining, monitoring, and studying data.
What You Will You Work On:
Assist with entry of new recurring clients or ad hoc engagements into Crisis24 systems (WinTeam, Salesforce, Concur) to include building Jobs, Customers, Bill Codes, etc.
Provide as needed technical troubleshooting report for operational leaders and schedulers
Communicate or liaise with operations leadership, direct management, finance personnel, and other analysts in meeting tasks assigned by the firm
Support operations and finance personnel in tracking the completion of ad hoc engagements and assist with compiling information for accurate and timely billing
Review operations schedules for prior weeks for schedule entry/billing accuracy and provide analysis and corrections
Assist in the preparation of weekly, monthly, quarterly, and annual financial reports
Conduct month end finance reviews
Optimize and automate finance applications to improve productivity
Perform budget and cost analysis, reviewing and advisory of financial status
Maintain confidentiality of client information and company data.
What You Will Bring:
Familiarity with financial and business tools such as WinTeam, Concur Expense, Pivot Payables, and Salesforce CRM is a plus.
Proficiency in Microsoft Excel, including pivot tables, VLOOKUP, and other advanced functions.
Bachelor's degree in finance, Accounting, Business Administration, or a related discipline required.
Strong analytical skills with the ability to interpret complex data and provide actionable insights and recommendations.
Outstanding attention to detail and accuracy in all aspects of work.
Strong verbal and written communication skills, with the ability to convey information clearly and professionally.
Demonstrated ability to prioritize and manage multiple tasks or projects while meeting deadlines.
Strong interpersonal skills, with the ability to collaborate effectively with team members and stakeholders.
Adaptability and a positive attitude when navigating challenges or new responsibilities.
$41k-65k yearly est. 7d ago
Financial Analyst
Changehr
Finance internship job in Lake Worth, FL
Excellent opportunity for a detail-oriented Financial Analyst to join an an exceptional healthcare company located in Lake Worth, FL. The ideal candidate will possess strong analytical skills and a deep understanding of financial principles, specifically within the healthcare industry. This role will involve providing insights and recommendations to support strategic decision-making, improve financial performance, and enhance operational efficiency. Candidates with Microsoft Great Plains and healthcare experience are strongly encouraged to apply!
Key Responsibilities
Financial Reporting: Prepare and analyze monthly, quarterly, and annual financial reports, ensuring accuracy and compliance with regulatory standards.
Budgeting & Forecasting: Assist in the development of annual budgets and financial forecasts, tracking performance against targets and identifying variances.
Data Analysis: Conduct in-depth financial analyses to evaluate revenue streams, cost structures, and profitability of various services and departments.
Trend Analysis: Monitor industry trends and healthcare regulations, providing insights to senior management regarding potential impacts on financial performance.
Performance Metrics: Develop and maintain financial models to assess key performance indicators (KPIs) and support strategic initiatives.
Collaboration: Work closely with cross-functional teams, including operations, clinical departments, and senior management, to provide financial insights and support decision-making.
Ad-hoc Analysis: Conduct ad-hoc financial analyses and projects as needed, providing actionable recommendations to improve financial outcomes.
Requirements
Bachelor's degree in Finance, Accounting, Business Administration, or a related field; Master's degree or CFA designation preferred.
2-5 years of experience in financial analysis, preferably within the healthcare industry.
Strong analytical and problem-solving skills, with proficiency in financial modeling and data analysis.
Familiarity with healthcare financial regulations and reimbursement models.
Proficient in financial software and advanced Excel; experience with Microsoft Great Plains and Workday Adaptive Planning is a plus.
Excellent communication skills, with the ability to present complex financial information clearly to non-financial stakeholders.
Benefits
401(k)
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance
$41k-64k yearly est. 60d+ ago
Financial Analyst Intern
Goodleap 4.6
Finance internship job in West Palm Beach, FL
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.
GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
The Financial Analyst Intern role will play a key part in shaping the company's growth by supporting the B to C side of the business dealing with the homeowner app, virtual power plants, and third-party ownership consumer finance products.
Essential Job Duties and Responsibilities:
* Financial Modeling, Analysis & Pricing Development: Maintain, refine and develop financial models to analyze the profitability of new and existing consumer finance products.
* Cost Optimization & Efficiency: Collaborate with FP&A to identify areas for cost reduction and operational improvements across all consumer finance products, focusing on enhancing product margins and driving financial efficiency.
* Performance Tracking: Partner with technology to develop insightful dashboards and reports that can accurately track key performance indicators
* Industry Research: Conduct market and industry research to identify trends, risks and opportunities that may impact consumer finance products and overall strategy.
* Presentations, Reporting & Recommendations: Prepare high quality presentations and reports for senior executives and board members, providing actionable recommendations on pricing, profitability and new potential product lines.
Required Skills, Knowledge and Abilities:
* Bachelor's degree in finance, economics, business, mathematics or a related field (MBA, CFA or CPA is a plus).
* Minimum GPA requirement: 3.0 GPA if applying as a recent grad
* 0-4 years of experience in finance, accounting, consulting or a similar role.
* Strong analytical skills with the ability to work with large datasets and draw meaningful insights.
* Advanced proficiency in Microsoft Excel (financial modeling) and PowerPoint.
* Ability to synthesize complex information into clear, concise recommendations.
* Experience with financial forecasting, budgeting, and financial planning.
* Excellent written and verbal communication skills.
* Strong problem-solving skills with a proactive approach to challenges.
Compensation: $20 - $25/hour
Additional Information Regarding Job Duties and s:
Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$20-25 hourly 31d ago
Finance & Accounting Summer Intern
Tower Hill Insurance Group, LLC 4.7
Finance internship job in Palm Beach Gardens, FL
Tower Hill Insurance Group has an exciting opportunity for a talented Finance & Accounting Summer Intern who enjoys intellectual challenges and is seeking a rewarding career with a company that is experiencing growth. Not only is Tower Hill Insurance one of Florida's most trusted names in homeowners insurance, but it offers great opportunities for career advancement and personal growth, along with very competitive benefits and rewards. We are growing at a consistent pace and seek professional individuals with drive, team mentality, who want to make an impact, and are committed to a long-term career in the insurance industry.
The Intern position is a temporary, 12-week role designed to introduce students or recent graduates to the property and casualty insurance industry. In this program, the intern will be tasked with leading and completing a Lean Six Sigma project, with the opportunity to earn their Yellow Belt certification.
ESSENTIAL DUTIES AND RESPONSIBILITIES
* Attend Lean Six Sigma training and lead a project from inception to completion.
* Interact and collaborate with internal departments to gain industry knowledge and achieve project goals.
* Prepare and present project updates to senior management.
* Become familiar with property and casualty insurance industry terminology.
* Complete assigned trainings on property and casualty insurance industry knowledge.
* Assist team members with day-to-day tasks and assignments.
* Shadow team members and assigned executive mentor to gain insider knowledge of property and casualty insurance.
* Network with others through participation in social company events.
* Attend onboarding and training as assigned.
PROJECT DESCRIPTION
As a summer intern in the Finance and Accounting department, you will gain hands-on experience across multiple areas, including Financial Planning & Analysis (FP&A), Treasury, and MGA Accounting. This cross-functional internship offers a comprehensive view of how financial systems, operational workflows, and strategic planning contribute to the financial performance and integrity of the organization. You will support balance sheet reconciliation efforts by evaluating reconciliation platforms based on cost, efficiency, ease of use, and integration requirements. In Treasury, you will assist with daily cash management, investment tracking, and understanding premium application workflows. Additionally, you will participate in budgeting and forecasting, conduct competitor research, and collaborate with the accounting team to analyze budget variances.
ADDITIONAL DUTIES
This job description reflects the general duties considered necessary to describe the essential functions of the job and should not be considered a complete description of all the work requirements and expectations of the position. Tower Hill reserves the right to assign duties not listed herein as necessary to accomplish the goals of the organization.
Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION
Bachelor's Degree or High School Diploma or GED with ongoing progress towards a Bachelor's Degree required.
EXPERIENCE
No previous experience required.
CERTIFICATIONS
N/A
LICENSES
N/A
Tower Hill Insurance is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Tower Hill Insurance is committed to working with and providing reasonable accommodation for individuals with disabilities. If you need reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ********************* and let us know the nature of your request and your contact information.
All applicants will receive an acknowledgement that their application has been received. Candidates will not receive status updates regarding their application; however, those candidates selected for further consideration will be contacted by Human Resources.
$35k-40k yearly est. 32d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance internship job in Boca Raton, FL
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
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$257 billion retail investment client assets held or managed by Northwestern Mutual
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Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
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Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
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Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
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As of June 30, 2023
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Combined client assets of NMIS and NMWMC as of June 30, 2023
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Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
How much does a finance internship earn in Hobe Sound, FL?
The average finance internship in Hobe Sound, FL earns between $24,000 and $50,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.
Average finance internship salary in Hobe Sound, FL