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  • Intern - Financial Analysis - Software Support Contracts, Services

    Hexagon 4.3company rating

    Finance internship job in Madison, WI

    Intern - Financial Analysis - Software Support Contracts Workplace Type: Onsite Business Unit: SIG Responsibilities Are you innovative, engaged, professional, customer-focused and profit-driven? Are you ready to join an organization wherein you can utilize your knowledge and skills to drive company profitability and support our customers? We have a unique internship opportunity available in our Maintenance Contracts team in Huntsville, AL. Software maintenance support is a key component of the profitability of the organization. This position will prepare customer pricing and proposals for software support contracts. He/she will proactively quote upcoming renewals for our customers, working with them to ensure the proper products are actively supported. This team engages with our customers frequently, negotiating pricing and ensuring timely order finalization and collections of receivables. Providing excellent customer service, while protecting company profitability, is vital to the success of this candidate. Candidates should also possess strong analytical skills, be a forward-thinking problem-solver, and have a high attention to detail and accuracy. Responsibilities: * Proactively communicate with customers to renew their existing service, create opportunities and provide renewal quotes, overcome objections and adjust pricing or configuration as needed * Utilize Microsoft Excel, especially Pivot tables, Sum functions and Vlookups, to calculate margins, forecast future renewal revenue and review customer assets * Track and provide status updates on all open opportunities to upper management and forecasting team * Maintain accurate and timely information within CRM and ERP systems * Create third party quotes and purchase requisitions as needed * Work closely with many internal teams, including Bids & Proposals, Accounting, Project Accounting, and Financial Planning & Analysis to provide visibility into ongoing negotiations, future renewal opportunities and revenue impacts * Uncover additional training opportunities and process improvements through day-to-day processes and act as subject matter expert for system enhancements * Communicate with customers in a professional, concise, and effective manner * Maintain all customer assets and Service Contracts to ensure customers receive the support they need * Must be able to work in-office a minimum of 40% of scheduled time in accordance with Hexagon's Remote Work Policy Education / Qualifications * B.S. in Accounting or Finance (planned) * Minimum GPA 3.0 * Must be able to work 20-40 hours per week for a minimum of 3 months * Excellent oral and written communication skills * Highly proficient in Microsoft Office Suite, especially Outlook and Excel * Experience in Salesforce, Oracle CPQ and/or Costpoint a plus About Hexagon Hexagon is the global leader in enterprise software, empowering organizations to build a safer, more sustainable and efficient future. We transform complex data into actionable insights that drive smarter decisions, modernize operations and accelerate digital maturity across industries that matter most - public safety, defense, transportation, government, industrial facilities and physical security. Hexagon (Nasdaq Stockholm: HEXA B) has approximately 24,800 employees in 50 countries and net sales of approximately 5.4bn EUR. Learn more at hexagon.com. Why work for Hexagon? At Hexagon, if you can see it, you can do it. Hexagon puts their trust in you so that you can bring your ideas to life. We have emerged as one of the most engaged and enabled workplaces*. We are committed to creating an environment that is truly supportive by providing the resources you need to fully support your ambitions, no matter who you are or where you are in the world. * In the recently concluded workplace effectiveness survey by Korn Ferry, a global HR advisory firm, Hexagon, has emerged as one of the most Engaged and Enabled workplaces, when compared to similar organizations that Korn Ferry partners with. Everyone is welcome At Hexagon, we believe that diverse and inclusive teams are critical to the success of our people and our business. Everyone is welcome-as an inclusive workplace, we do not discriminate. In fact, we embrace differences and are fully committed to creating equal opportunities, an inclusive environment, and fairness for all. Respect is the cornerstone of how we operate, so speak up and be yourself. You are valued here. Apply now
    $32k-41k yearly est. 37d ago
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  • Finance Intern

    Wisdems

    Finance internship job in Madison, WI

    The Opportunity: This is not a "coffee-fetching" internship. As a paid Fundraising Intern, you become the intelligence engine of the Finance Department. You will be responsible for the high-stakes "detective work"-researching donor backgrounds, cleaning data in our NGP system, and preparing the "Call Sheets" that the Party Chair and candidates use to raise millions of dollars. Your work directly fuels the conversations that fund our democracy. This is a back-office, administrative role ideal for someone who loves data, detail, and political strategy. You're our person if: You are a Researcher at heart. You enjoy the hunt. If you can't find a phone number on Google, you check LinkedIn. If that fails, you check FEC filings. You don't give up until the dossier is complete. You love a clean spreadsheet. You take pride in ensuring names are spelled correctly, columns are aligned, and data is accurate. You understand that a typo in a Call Sheet can embarrass the Chair. You are discreet. You will be handling sensitive donor information and high-level political strategy. You know how to keep things confidential. You are relentlessly goal-oriented. Whether it's entering 500 rows of data or researching 50 names, you take satisfaction in hitting the finish line. You align with our core principles: Accountability & Solution-Oriented: You take full ownership of your actions and commitments, holding yourself to a high standard and seeing objectives through to completion. When challenges arise, you approach them with a problem-solving mindset, focusing on solutions rather than pointing fingers. Collaboration & Teamwork: You succeed by working as a team, stepping up to support teammates, and sharing knowledge freely. You actively break down silos by connecting across teams, inviting different perspectives, and staying open to new ideas to achieve shared goals. Growth & Adaptability: You are dedicated to continuous improvement and challenge yourself to learn and adapt. You proactively seek, offer, and act on feedback with openness and can anticipate potential obstacles to take proactive steps. Respect & Inclusion: You build strong relationships by treating everyone with kindness, dignity, and trust. You approach interactions assuming positive intent and have the courage to address difficult topics directly and honestly while showing care for others. Transparent Communication: You communicate openly and honestly to build trust and alignment. You are proactive in setting clear expectations, sharing the "why" behind decisions, and providing timely updates to ensure the right people have the information they need. Job Responsibilities: Donor Research: Conduct deep-dive internet research on prospective donors to find contact info, giving history, and biographical details to prepare "Call Sheets" for leadership. Data Management: Update and clean donor profiles in NGP (our CRM software), ensuring that contribution history and contact logs are 100% accurate. Call Time Prep: Assist the Finance Assistant in assembling digital and physical briefing materials for Call Time sessions. Event Support: Assist with the logistical backend of fundraising events, including tracking RSVPs, creating name tags, and managing check-in lists. Required Qualifications: Strong Research Skills: Ability to find hard-to-locate information using various online tools. Attention to Detail: Demonstrated ability to perform repetitive data tasks with high accuracy. Tech Savvy: Proficiency in Google Sheets/Excel (sorting, filtering, formatting). Communication: Strong written verbal communication skills. Preferred Qualifications: Previous experience with data entry or administrative work. Knowledge of Wisconsin politics or geography. Familiarity with NGP, VoteBuilder, or ActBlue. Equity and Inclusion: The Democratic Party of Wisconsin has a vision for a deeply inclusive and diverse party organization, membership, and electorate. In order to be successful at the Democratic Party of Wisconsin candidates must have the cultural competence to successfully work with a diverse array of constituency groups. We especially strongly encourage applicants with close ties to Black, Indigenous, AAPI, Latinx, Muslim, non-English-speaking, disability, and LGBTQIA+ communities. The Democratic Party of Wisconsin is an Equal Opportunity Employer.
    $29k-39k yearly est. 21d ago
  • Financial Advisor - Madison, WI

    Country Financial 4.4company rating

    Finance internship job in Madison, WI

    We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through multiple product lines beyond financial services. Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. Educate clients and prospects about our products and services. Collaborate with COUNTRY Financial Insurance Agents to secure business. Establish an office and build a staff. Conduct financial solution seminars. Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: Opportunities to earn performance-based global trips and financial rewards. Access to continued learning and marketing resources. Corporate office support. Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: Entrepreneurial and self-motivated. Goal-driven with track records of business growth in the insurance and or financial services industry. Strong communicators with excellent business acumen. Committed to building and maintaining solid connections between their efforts and their rewards. Focused on achieving professional success through securing clients' trust. Passionate about making positive impacts in their communities. Required Qualifications Series 6/63 licenses Passed SIE Life/Health State Insurance License* Property/Casualty State Insurance License* Preferred Experience Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Bachelor's Degree 2+ years of experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. *These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
    $74k-120k yearly est. Auto-Apply 60d+ ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance internship job in Janesville, 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.
    $67k-118k yearly est. Auto-Apply 38d ago
  • Financial Advisor

    Professions Inc.

    Finance internship job in Middleton, WI

    Job DescriptionWe are representing a Wisconsin-based financial planning firm wanting to add a Financial Advisor within the state of Wisconsin. The company is based in Madison, but you can be located anywhere in the state of Wisconsin. You will play a critical role in expanding our client base by prospecting, presenting, and closing new business centered around investment and retirement solutions. You'll also help service and retain existing client relationships, delivering customized financial strategies that reflect our commitment to long-term wealth management and client success. What Sets Us Apart: We are a culture-first firm: independence, collaboration, and personal accountability drive our success. Advisors receive weekly coaching and development support to enhance both their sales and planning capabilities. You'll work with a high-performing, client-centric team and have the systems and infrastructure to support your growth. Your Primary Focus: Drive new client acquisition through prospecting, networking, and proactive outreach. Sell financial securities products including mutual funds, ETFs, equities, fixed income, annuities, and advisory platforms aligned with client needs. Lead discovery meetings and deliver compelling investment solutions based on a thorough understanding of client goals. Build and maintain trusted, long-term client relationships through effective communication and ongoing service. What We're Looking For: Minimum 5 years of experience as a fully licensed, production-oriented Financial Advisor Active FINRA Series 7 and 66 licenses (required) Proven track record in securities sales and client acquisition Strong knowledge of investment vehicles, retirement planning, and holistic financial planning Bachelor's degree or higher Proactively build your own book of business through sales-driven outreach and relationship-building Develop personalized financial plans across retirement, investment management, estate strategies, and more Stay current with industry trends, compliance requirements, and market movements Use financial planning tools to support client recommendations and investment tracking Collaborate with internal teams and leadership to continuously improve the client experience We take pride in helping clients who've worked hard to achieve their financial goals. Our team is built on mutual respect, high standards, and shared success. If you are driven, coachable, and thrive in a high-trust, entrepreneurial culture, we want to meet you. Compensation & Benefits: Competitive base plus performance-based bonuses Full benefits package including: 401(k) with match Medical, dental, vision, and life insurance Paid time off and parental leave Relocation assistance Flexible work schedule
    $55k-106k yearly est. 9d ago
  • Entry Level - Financial Advisor - WI, Madison (2636)

    EQH

    Finance internship job in Madison, WI

    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
    $56k-107k yearly est. Auto-Apply 60d+ ago
  • Entry Level - Financial Advisor - WI, Madison (2636)

    AXA Equitable Holdings, Inc.

    Finance internship job in Madison, 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)
    $56k-107k yearly est. 60d+ ago
  • Advisor, Financial Planning and Analysis

    Cardinal Health 4.4company rating

    Finance internship job in Madison, WI

    **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Financial Planning & Analysis provides strategic partnership and objective guidance to business units. It leads cross functional efforts to enable forward looking, actionable insights with a focus on driving strategic value that influences key business decisions. **_Job Summary_** + Reports to Manager, Financial Planning and Analysis, Pharma Segment with high visibility and engagement with the Segment FP&A and Pharma Finance teams + Works closely with Pharma Leadership team and Cost Center owners across the Pharma segment + Provides financial support for the reporting of USPD Commercial and Pharma Functional SG&A and Capital reporting including the development of new business cases to support strategic investments and business initiatives + Provide financial support for Retail Independent and National Accounts sales teams for the Pharma segment **_Responsibilities_** + Supports key planning and reporting processes (Monthly results reviews, Forecasts, Strategic Financial Plan, Budget, Earnings) + Develops and supports real time updates on performance, implications, and recommended actions, including build out a maintenance of the SG&A Dashboard and regular communication with key stakeholders + Supports the preparation of materials for the CEO, CFO and Board of Directors, including providing financial analysis and commentary + Employs a process improvement mindset to deliver efficiencies across work areas + Serves as an objective financial steward with an enterprise perspective, safeguarding our company's assets. Ensures strong controls are in place and the company's intellectual property is protected. **_Qualifications_** + 5+ years' experience in a finance function preferred + 2+ years in FP&A roles preferred, preferably in a large complex organization preferred + Bachelor's degree preferred, MBA strongly preferred + Healthcare industry experience preferred + Highly proficient in Microsoft Excel and PowerPoint preferred **Anticipated salary range:** $80,900 - $115,500 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 1/21/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $80.9k-115.5k yearly 19d ago
  • Financial Advisor

    Stillman Bank

    Finance internship job in Rockford, IL

    ABOUT US: Stillman Bank is a local, community bank founded in 1882. Started in Stillman Valley, IL, we have grown to 6 locations throughout Ogle and Winnebago counties. Our organization is owned by shareholders and shareholder families, some of which span back 3 generations. Our Mission is to provide comprehensive financial solutions that support the well-being of our customers and strengthen the communities we serve. ABOUT THE ROLE: The Financial Advisor is a key member of the Trust and Wealth Management team, responsible for delivering comprehensive financial planning, investment management, and retirement planning services to new and existing clients. This role emphasizes relationship-building and personalized guidance to help clients achieve their long-term financial goals, while supporting the community bank's mission of delivering high-touch, community-focused financial services. Provide customized financial planning and investment advice to clients, including retirement, education, estate, and tax planning strategies. Serve as a primary point of contact for a portfolio of clients, building trust and deepening relationships through regular communication and strategic guidance. Assess clients' financial situations and recommend appropriate investment solutions, working within the bank's established investment philosophy and compliance standards. Partner with internal Trust Officers, Financial Advisors, Portfolio Managers, and other departments to ensure a holistic and integrated approach to client service. Actively develop new client relationships through networking, referrals, and community involvement, in alignment with the bank's values and growth goals. Maintain thorough knowledge of industry regulations and financial products to ensure compliant and current advice. Participate in team meetings, product training, and professional development opportunities to stay up-to-date on industry trends and internal offerings. Support the Trust and Wealth Management team in delivering exceptional client experiences and contributing to department goals. Requirements Bachelor's degree in Finance, Business, Accounting, or a related field. Minimum of 3 years of experience in financial advising, investment management, or wealth planning. CFP , ChFC , or other relevant professional certification preferred. Strong interpersonal and communication skills with a client-first approach. Ability to interpret financial information and provide sound guidance to a diverse client base. Familiarity with trust services and estate planning concepts is a plus. Demonstrated commitment to ethical standards, confidentiality, and regulatory compliance. ABOUT COMPENSATION AND BENEFITS: We believe our employees are our greatest asset and deserve competitive pay and benefits. We regularly review our compensation and align our ranges with market data for our geography, industry, and institution size. This is a salaried exempt position. Compensation is dependent on experience, from $80,000+. Paid time off is available up front, including paid vacation time, paid flex (personal) time, paid wellness time, paid birthday, paid volunteer time off, and 11 paid holidays. We partner with Blue Cross Blue Shield of Illinois to offer 2 health plans, dental insurance, and vision insurance. The bank pays for short-term disability, long-term disability, and life insurance on your behalf. You can purchase additional life insurance for yourself, a spouse, or dependents at a group rate. Discretionary 401k match and profit-sharing contributions are made on your behalf once you have met the eligibility requirements. EEO STATEMENT Stillman Bank is an Equal Opportunity Employer. We will consider applicants for our positions without regard to any category protected by applicable federal, state, or local law, including but not limited to: race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification. Salary Description From $80,000 per Year
    $80k yearly 23d ago
  • Wealth Management Summer Intern

    Waukesha State Bank 3.9company rating

    Finance internship job in Waukesha, WI

    Waukesha State Bank is offering an exciting Wealth Management & Investments Internship for students interested in building a career in finance, investments, and financial planning. This paid, rotational internship provides hands-on experience across our Wealth Management division, with approximately half of the time spent working directly with our Chief Investment Officer on company research, security analysis, and investment projects. The remainder of the program allows interns to rotate through financial planning, private banking, retirement plan services, business development, and operations, giving you a well-rounded view of how a full-service wealth management team serves clients. * The ideal candidate is a rising junior or senior pursuing a degree in finance, business, economics, or a related field who is eager to learn, highly analytical, and professionally driven. Interns will support client reporting, portfolio analysis, and market research while gaining exposure to asset managers, client meetings, and real-world investment decision-making. If you're looking for a meaningful summer internship that offers mentorship, hands-on learning, and a strong foundation for a future in wealth management, we invite you to apply. Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service. This is an onsite position in Waukesha County, WI Employment with Waukesha State Bank is contingent upon the successful completion of a criminal background check and drug screen. EOE Disability/Vet
    $43k-84k yearly est. 2d ago
  • Grounds Seasonal Intern

    Lake Geneva Country Club 3.5company rating

    Finance internship job in Lake Geneva, WI

    Internship Description Grounds Seasonal Intern Reports to: Director of Grounds and Lead Assistant Superintendent Classification: Non-exempt Seasonal Hourly Paid Internship. Department Expectations: 1. Follow all safety protocols and standard operating procedures, and training instructions. Wear required PPE at all times. 2. Report to work on time for all scheduled shifts. Notify a manager immediately if you will be late or absent. All time-off requests must be communicated in advance through your manager. 3. Maintain a professional appearance at all times. Hats worn straight, shirts tucked in, and golf-appropriate work pants or shorts are required (no jeans). Seasonal gear is permitted at the Director of Grounds' discretion. 4. Carry yourself with professionalism at all times. You represent yourself, our department and Lake Geneva Country Club. 5. The Turf Care Center will be treated as if it were your home. Our facilities and equipment are expected to be “showroom ready” at all times. 6. Operate equipment safely and abide by your training. Phone use when operating equipment, or other misuse of equipment will not be tolerated. 7. Cooperate clearly, respectfully, and in a timely manner with peers and managers. 8. In the event of an issue, problem, or emergency, appropriately notify your manager and the Director of Grounds as necessary. 9. Ensure confidentiality of all club member and employee information and records. 10. Take initiative. If you see something out of place, unsafe, or needing attention, step in or notify a manager. 11. Abide by all other policies listed in the club's Personnel Policy Manual. Individual Goals and Expectations: 1. Learn and perform high-quality golf course maintenance through hands-on experience. 2. Follow daily assignments with attention to detail and pride in work. 3. Ask questions and actively seek to understand the purpose behind each task. 4. Learn to safely and effectively operate a variety of equipment, including: a. Walk and riding mowers b. Utility carts c. Specialty tools d. Sprayers e. Aerifiers 5. Assist the management team with key agronomic practices: a. Spraying b. Topdressing c. Aerification d. Fertilizer Applications e. Sod work f. Irrigation repairs g. Moisture management 6. Learn how to hand-water playing surfaces and assist with utilizing the irrigation system to ensure consistent playing conditions. 7. Build agronomic knowledge through exposure to: a. Data collection b. Growth patterns c. Stresses from mechanical wear d. Disease identification e. Weather impacting agronomic decisions 8. Participate in daily communication with your peers and managers about the conditions of the grounds. 9. Lead small groups on projects or assignments with passion and pride. 10. Show initiative, curiosity, and desire for professional growth by attending daily meetings, turf talks, and other forms of education. 11. Maintain a positive attitude and rapport with the entire staff and represent the club in a professional manner at all times. 12. Contribute to upholding our standards by going above and beyond. 13. Keep a journal or running document with pictures and notes from your experience. 14. Participate in final evaluations at the end of the season. 15. Perform all other duties as assigned. Requirements Qualifications: Education: Actively pursuing a turfgrass or related degree (business) Experience: 1-2 years of golf course maintenance experience preferred Requirements: Valid Driver's License. Current State of Wisconsin Pesticide Applicator License or actively pursuing one. Ability to physically lift and/or move up to 50 lbs. Ability to work weekends, holidays, and overtime as necessary. Capable of working in a fast pace environment. Willing to adapt, follow directions and learn on the fly. Excellent interpersonal skills. Understanding environmental demands, including heat, cold, sun and rain, as well as exposure to chemicals and the nature of working outdoors. Compensation and Benefits: $18-$20/hour, dependent upon experience Free housing provided Uniforms provided Club provided lunch Golfing Privileges Professional Development, including volunteer opportunities Continuing education, including turf talks and guest speakers Scheduled unpaid time off work
    $18-20 hourly 24d ago
  • Investment Risk Analyst Intern

    State of Wisconsin Investment Board

    Finance internship job in Madison, WI

    Making a Difference The State of Wisconsin Investment Board (SWIB), founded in 1951, is a premier global investment organization responsible for managing the more than $162 billion of assets of the fully funded Wisconsin Retirement System (WRS), the State Investment Fund and other state funds. Through SWIB's effective and innovative investment management, WRS remains one of the only fully funded US public pensions. The WRS consistently ranks among the 10 largest public pension funds in the U.S. SWIB is recognized by the investment industry for our teamwork and innovation. SWIB pursues sophisticated global investment strategies across the asset and risk allocation spectrum. Providers across the investment ecosystem seek to partner with SWIB. Serving more than 692,000 beneficiaries of the WRS, SWIB is a mission-driven organization focused on providing a strong financial future to those who committed their careers to public service. For public employees and the 1,607 Wisconsin employers who contribute on their behalf, we are a trusted partner. Our team innovates continuously to meet the challenges of an evolving investment landscape while growing and protecting the assets of the WRS. SWIB provides a strong, steady economic pillar for the state of Wisconsin by growing the trust funds under its management, managing risk, and optimizing costs of the long term. We are a mission-driven organization and the participants we serve are our mission. By bringing a disciplined, prudent, and innovative approach to market opportunities, SWIB has been successful in generating required returns and maintaining the trust of the beneficiaries and stakeholders of the funds we oversee.Home To Top TalentOur high-performing staff is key to what makes us a premier investment manager. SWIB is committed to investing in talented professionals to implement our robust, sophisticated investment strategies and to keep the organization at the forefront of the investment industry. We encourage innovation and offer professional development opportunities to help staff sharpen and expand their skills. Approximately 61 percent of SWIB's investment professionals are Chartered Financial Analyst (CFA) charterholders. Job Description: About the Team Our Risk Management Division will assess, evaluate, and monitor both Investment Risk, Counterparty Risk, Liquidity Risk, and Operational Risk, and establish dashboards of key risk metrics to report to Executive Director/Chief Investment Officer (ED/CIO), Investment Committee and Supervisory Board. This division will report directly to the ED/CIO. The team is responsible, through strong collaboration, for assessing, monitoring, reporting, and evaluating risks throughout the organization. Essential activities: Understand the Investment Management business and develop knowledge of the investment management portfolios/strategies, investment processes and Risk management processes. Investment Risk Intern will work on projects related to the investment risk management reporting and processes to ensure consistency and accuracy. Intern will work to develop and update procedures and controls for the investment risk function. Intern will work to design risk report templates and produce accurate risk reports for Investment Committee and daily investment risk. Intern will work to on ad-hoc risk analysis projects on an ex-post and ex-ante basis. The Ideal candidate: Ability to work in Madison, WI for an approximate 10-week period beginning late May/early June 2026. An advanced degree in finance, computer science, math, statistics, or related field. CFA/FRM/PRM will be a plus. Work experience related to risk analytics or investment risk management work supporting risk systems will be a plus. Knowledge of risk systems (including FactSet, Aladdin, Risk Manager) is desirable. Experience in ideally gained at the multi-asset level within a buy side investment manager. Experience in working with/understanding the various lifecycles of data management, extraction, loading, transformation to its applications in risk measurement and reporting. Working knowledge in composing SQL queries and handling large structured and financial data sets. Working knowledge of programming skills in Python, VBA etc. will be a plus. Quantitative and statistical analysis skills is a plus. Excellent verbal and written communication skills An ability to be adaptive and thrive in a fast-paced, changing environment Superb work ethic, attention to detail, team orientation, and commitment to excellence Team player - ability to work independently as well as work as part of a team. Flexible - ability to work in a rapidly changing environment and to tight deadlines.
    $29k-44k yearly est. Auto-Apply 60d+ ago
  • Member Finance Representative

    Educators Credit Union 3.1company rating

    Finance internship job in Mukwonago, WI

    Do you love building relationships? Like to learn and share your knowledge with someone who needs it? You're the perfect candidate to become a Member Finance Representative (MFR). MFRs use their knowledge to educate members on how to overcome the barriers that are keeping them from their goals. Assists members with opening and closing accounts, answers questions about products and services and resolves problems that are within their authority to resolve. Interview members, receive loan applications and process new loans. Educate and advise members to make educated decisions about their accounts, to ensure our members are meeting their financial goals. Assures that appropriate records are maintained, required reports are prepared, and member account information is current on the computer system. Performs other job-related duties as assigned. Required Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or can be of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary. Bilingual in Spanish/English is a plus. Mandatory Saturdays. Required Experience: Must enjoy working with people, be professional in appearance and disposition, have good communication skills, and be honest. Able to apply knowledge to educate and advise members. Must be able to work as part of a team. Accuracy and ability to operate computers and related office equipment as necessary. High School diploma or equivalent. Must enjoy working with people, be professional in appearance and disposition, have good communication skills, and be honest. Able to apply knowledge to educate and advise members. Must be able to work as part of a team. Physical requirements include: standing, sitting, walking, stair climbing (if applicable) using hands and fingers, talking, hearing, visual acuity, reaching including above the shoulder, occasional stooping or crouching, and lifting a maximum of 50 pounds.Equipment used includes, but is not limited to: computer, keyboard, mouse, telephone, copiers, printers, fax machine, teller drawers, cash dispense machines, drive through carriers, coin machines, filmers, scanners, card machines, atms, alarm systems, carts for pulling, and step ladders. Mukwonago Branch is located at 100 Chapman Farm Blvd. Mukwonago, WI 53149 Lobby hours: Monday-Thursday 9:00 a.m. - 5:00 p.m., Friday 9:00 a.m. - 6:00 p.m., Saturday 9:00 a.m. - 12:00 p.m. Educators Credit Union is proud to be an equal opportunity workplace and is an affirmative action employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $28k-37k yearly est. Auto-Apply 13d ago
  • Financial Analyst

    MRA Recruiting Services

    Finance internship job in South Beloit, IL

    Rock Energy Cooperative, located in South Beloit, IL, is seeking a talented and dedicated individual to join our team as a Financial Analyst in our Energy Services Department. This role is ideal for a highly analytical professional with strong communication skills and a passion for numbers, reporting, and process development. The successful candidate will thrive in a member-focused environment, demonstrating the ability to engage effectively with a diverse range of individuals. As part of our growing Energy Services Department, this position plays a key role in supporting our mission to deliver exceptional customer service and uphold the highest standards of professionalism. Rock Energy Cooperative provides stability for our employees. We have been serving our members since 1936. Essential Functions: Ensure accurate and timely bill creation, verifying that all rate calculations are correct and utility regulations are followed Create, delegate, analyze and process a variety of reports Review, analyze and remedy meter data across all applications Lead accounts receivable and collection efforts Assist members with energy conservation, rate schedule options and usage analysis Advise, educate, and assist members with newer technologies such as smart meters, distributed generation and electric vehicles Oversight of the consumer information system Other tasks and duties as assigned by Energy Services Manager Qualifications: Bachelor's degree in Business, Finance, Mathematics or related field Expert level knowledge in Excel and strong skills in Office 365 Experience in accounts receivable and collections Exceptional customer service and de-escalation skills Utility experience desired Database experience preferred Must have and maintain a valid driver's license Must have reliable transportation to and from work Reside within one hour driving distance of work location Ability to sit, stand, push, pull, walk, stoop, bend, reach above the shoulders, and occasionally lift up to 25 lbs. Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust and focus Able to drive to all REC office locations and within a 25-mile radius of the South Beloit location if needed Regular daily in-person attendance is required Competencies: Extreme attention to detail Excellent verbal and written communication skills Ability to quickly learn new software programs Ability to learn complex processes, rules, and regulations Ability to multi-task Ability to navigate multiple software interfaces simultaneously Knowledge and ability to use office equipment Strong work ethic Dependable Strong customer service skills Friendly and positive attitude ** Pre-employment drug-testing and physical required Schedule: This is an in-person position Monday through Friday (excluding some holidays) 7:30 am - 4:00 pm Work Location: South Beloit, IL (100% In-person) Salary: $63-70,000 per year Benefits: Medical, prescription and dental benefits at a 85%/15% employee split 401K with 4% employer contribution Employer funded pension plan Job Type: Full Time Expected Hours: 40-50 per week Company: Rock Energy Cooperative, established in 1936, is a not-for-profit utility distributing safe and reliable electricity and natural gas to approximately 20,000 households and businesses across its nine-county service area in northern Illinois and southern Wisconsin. We Make it Easy Founded in 1901, MRA is a nonprofit employer association that serves more than 4,000 employers, covering more than one million employees. As one of the largest employer associations in the nation, MRA helps its member organizations thrive by offering the most comprehensive assortment of HR services, information, education, and resources to help build successful workplaces and a powerful workforce. We partner with these companies working directly with their HR department and leadership to hire their talent. We are a direct line to the company, not an agency recruiter.
    $63k-70k yearly Auto-Apply 33d ago
  • Digital Transformation & Risk Analyst Intern

    CNH Industrial 4.7company rating

    Finance internship job in Waterford, WI

    Job Family for Posting: Finance Apply now * Apply Now * Start applying with LinkedIn Start Please wait... About Us Innovation. Sustainability. Productivity. This is how we are Breaking New Ground in our mission to sustainably advance the noble work of farmers and builders everywhere. With a growing global population and increased demands on resources, our products are instrumental to feeding and sheltering the world. From developing products that run on alternative power to productivity-enhancing precision tech, we are delivering solutions that benefit people - and they are possible thanks to people like you. If the opportunity to build your skills as part of a collaborative, global team excites you, you're in the right place. Grow a Career. Build a Future! Be part of this company at the forefront of agriculture and construction, that passionately innovates to drive customer efficiency and success. And we know innovation can't happen without collaboration. So, everything we do at CNH Industrial is about reaching new heights as one team, always delivering for the good of our customers. Intern Program Overview We are committed to building a strong talent pipeline by investing in early career professionals. Our internship and co-op programs provide mentorship, training, hands-on experience, and growth opportunities that empower students to explore their career paths with confidence. Through competitive wages, networking events, social and volunteer activities, professional development workshops, and housing support, we strive to deliver one of the best internship experiences-designed to develop and inspire the talent of tomorrow. Interns will work full-time hours during the summer. Job Purpose Join our Digital Transformation and Risk team and gain hands-on experience leveraging data, technology, and automation to improve business processes. As a Digital Transformation & Risk Analyst Intern, you'll collaborate with stakeholders across the organization to deliver insights, streamline workflows, and support innovation. You will be working with a small team of individuals who are working on various projects with Risk Analytics and Digital Transformation. The team is varied in their backgrounds, with each bringing a unique perspective to the projects they work on. Our team works to deliver information, automation, and technology to the rest of the business, providing value from time savings, improved accuracy, and better understanding of our business data. This intern will work side-by-side with the Digital Transformation and Risk Analytics team to aid in various technical processes involved in their projects. Past interns have worked to develop dashboards, complete data cleansing processes, build automation scripts, and make recommendations on deployment of technologies to meet business needs. Key Responsibilities Your responsibilities may include: * Creating and maintaining dashboards to track key metrics and trends * Sourcing, querying, and preparing data for projects and ad hoc use * Building data pipelines to support reporting and analytics * Cleansing and organizing data for data science initiatives * Automating routine tasks to improve efficiency across departments * Conducting ad hoc analyses to support business decisions * Completing data modeling projects as needed * Exploring and recommending emerging technologies to enhance business processes Preferred Qualifications Candidates must be pursuing (at minimum) a Bachelor's degree in one of the following majors or related field: Computer Science, Data Science, Economics, Mathematics, Statistics Pay Transparency The annual salary for this role is USD $18.75 - $30.00 plus any applicable bonus (Actual salaries will vary and will be based on various factors, such as skill, experience and qualification for the role.) What We Offer We offer dynamic career opportunities across an international landscape. As an equal opportunity employer, we are committed to delivering value for all our employees and fostering a culture of respect. At CNH, we understand that the best solutions come from the diverse experiences and skills of our people. Here, you will be empowered to grow your career, to follow your passion, and help build a better future. US applicants: CNH Industrial is an equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Applicants can learn more about their rights by viewing the federal "Know Your Rights" poster here. CNH Industrial participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. You can view additional information here. Canada applicants: CNH Industrial is an equal opportunity employer. This company considers candidates regardless of race, color, religion, sex, sexual orientation, gender identity, nationality, place of origin, disability, marital status, family status, age, or any other ground prohibited by applicable provincial human rights legislation. If you need reasonable accommodation with the application process, please contact us at ******************************. Apply now * Apply Now * Start applying with LinkedIn Start Please wait... {{video.content.cta}} {{video.content.title}} {{video.content.description}} × {{explore.title}} {{explore.description}} {{feed.title["#text"]}} {{feed.city["#text"]}}, {{feed.country["#text"]}} {{explore.cta}}
    $18.8-30 hourly 2d ago
  • Financial Advisor - Rockford, IL

    Country Financial 4.4company rating

    Finance internship job in Rockford, IL

    We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: * Diversify their income through multiple product lines beyond financial services. * Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. * Educate clients and prospects about our products and services. * Collaborate with COUNTRY Financial Insurance Agents to secure business. * Establish an office and build a staff. * Conduct financial solution seminars. * Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: * Opportunities to earn performance-based global trips and financial rewards. * Access to continued learning and marketing resources. * Corporate office support. * Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. * There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: * Entrepreneurial and self-motivated. * Goal-driven with track records of business growth in the insurance and or financial services industry. * Strong communicators with excellent business acumen. * Committed to building and maintaining solid connections between their efforts and their rewards. * Focused on achieving professional success through securing clients' trust. * Passionate about making positive impacts in their communities. Required Qualifications * Series 6/63 licenses * Passed SIE * Life/Health State Insurance License* * Property/Casualty State Insurance License* Preferred Experience * Accredited Asset Management Specialist (AAMS) * Chartered Financial Analyst (CFA) * Certified Public Accountant (CPA) * Certified Financial Planner (CFP) * Chartered Financial Consultant (ChFC) * Bachelor's Degree * 2+ years of experience in the insurance and or financial services industry * 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. * These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company, COUNTRY Mutual Insurance Company, and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank. The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
    $63k-102k yearly est. 60d+ ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance internship job in Middleton, 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.
    $67k-117k yearly est. Auto-Apply 3d ago
  • Advisor, Finance Operations

    Cardinal Health 4.4company rating

    Finance internship job in Madison, WI

    **_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense. **_Responsibilities_** + Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up + Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency + Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner + Work with Manager on more complicated customer setup activities + Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues + Maintain and enhance internal SOX control structure + Identify and implement process improvement initiatives while enhancing standardization across areas + Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred + Strong experience with MS Excel + Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred + Business Objects experience a plus **_What is expected of you and others at this level_** + Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects + May contribute to the development of policies and procedures + Works on complex projects of large scope + Develops technical solutions to a wide range of difficult problems + Solutions are innovative and consistent with organization objectives + Completes work; independently receives general guidance on new projects + Work reviewed for purpose of meeting objectives + May act as a mentor to less experienced colleagues **Anticipated salary range:** $67,500-$96,300 **Bonus eligible:** No **Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being. + Medical, dental and vision coverage + Paid time off plan + Health savings account (HSA) + 401k savings plan + Access to wages before pay day with my FlexPay + Flexible spending accounts (FSAs) + Short- and long-term disability coverage + Work-Life resources + Paid parental leave + Healthy lifestyle programs **Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible. The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity. \#LI-Remote \#SP-1 _Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._ _Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._ _To read and review this privacy notice click_ here (***************************************************************************************************************************
    $67.5k-96.3k yearly 26d ago
  • Club Department Rotational Intern - Seasonal

    Lake Geneva Country Club 3.5company rating

    Finance internship job in Lake Geneva, WI

    Internship Description Golf/Clubhouse/Grounds/Maintenance Rotating Internship 2026 Seasonal Classification: Non-Exempt - Variable Hourly Paid Internship Pay Grade: E Job Summary: Functions as rotational intern in Club departments at Lake Geneva site in Golf, Clubhouse, Grounds, and Maintenance performing a variety of job duties. Description: 1. Learn about Club greens and grounds operations by rotating job duties and participating in daily maintenance and any construction on the golf course and surrounds, clubhouse surrounds, tennis facility, turf care center, pier system, and any landscaping or planting bed. 2. Assists Clubhouse by preparing various workstations for service, ensuring everything is set up according to the Club's standards. 3. Ensure tableware is polished and tables are properly set before and during service. 4. Assist members and guests with order placement, providing excellent customer service. 5. Oversee buffet appearance, ensuring it remains clean and well-stocked throughout service. 6. Assist with stocking bars as needed to ensure smooth and efficient service. 7. Provide support in bar operations, learning the basics of cocktail preparation, inventory management, and customer service. 8. Receive exposure to event planning and execution, assisting with the coordination of special events and member functions. 9. Learn how Banquet Event Order (BEO) sheets work, gaining insight into event logistics and planning. 10. Receive general POS (Point of Sale) system education to assist in processing transactions efficiently. 11. Assist with banquet setup, ensuring rooms are prepared for events according to specifications. 12. Contribute to various other tasks related to the maintenance of the Clubhouse, helping to ensure a clean and safe environment. 13. Help with dishes and kitchen duties, gaining hands-on knowledge of kitchen operations and food preparation. 14. Provide backup for outside golf service, helping with bag handling, tee time management, and customer interactions. 15. Assist golf professionals with various projects related to golf operations and event planning. 16. Support merchandising efforts in the golf shop, ensuring product displays are attractive and well-stocked. 17. Assist in training new staff members, helping them understand the Club's standards and operations. 18. Learn about golf tournament operations, supporting the planning and execution of events. 19. Assist in member and guest sales, providing excellent customer service in the golf shop. 20. Maintain storage and overstock of golf shop merchandise, ensuring organization and availability. 21. Interact positively and cooperatively with members, Board of Directors, visitors, co-workers, and managers. 22. Portray a professional and positive image for the Club by adhering to the dress code and maintaining high standards of conduct. 23. Maintain appropriate levels of attendance, initiative, and productivity. 24. Maintain a safe work environment for yourself and others. Attends mandatory training sessions and adheres to club and OSHA safety requirements. 25. Perform all other related duties as assigned to ensure the smooth operation of the club. Requirements Qualifications: Education: Minimum of a high school diploma. Experience: On-the-job training is provided. Excellent opportunity for intern considering a future in hospitality. Requirements: Physical Demands: Moderately lifting of golf clubs, sustained periods of walking and standing. Ability to set up and carry trays with food to tables. Ability to reach, bend, stoop, carry and go up and down stairs for supplies. Mental Demands: Self-starter, willing to jump in and help without hesitation. Ability to work in a fast pace. Read and remember what, when and how to perform task. Ability to follow directions. Excellent interpersonal skills required. Environmental Demands: Exposed to the elements, hot, cold, sun and rain. Exposed to insect bites. Exposed to cleaning agents. Reports To: General Manager as primary supervisor. Also reports to Sr. Assistant Golf Professional, Director of Grounds, Front of House Manager, and Maintenance Manager.
    $25k-31k yearly est. 38d ago
  • Financial Advisor - Rockford, IL

    Country Financial 4.4company rating

    Finance internship job in Rockford, IL

    We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through multiple product lines beyond financial services. Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. Educate clients and prospects about our products and services. Collaborate with COUNTRY Financial Insurance Agents to secure business. Establish an office and build a staff. Conduct financial solution seminars. Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: Opportunities to earn performance-based global trips and financial rewards. Access to continued learning and marketing resources. Corporate office support. Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: Entrepreneurial and self-motivated. Goal-driven with track records of business growth in the insurance and or financial services industry. Strong communicators with excellent business acumen. Committed to building and maintaining solid connections between their efforts and their rewards. Focused on achieving professional success through securing clients' trust. Passionate about making positive impacts in their communities. Required Qualifications Series 6/63 licenses Passed SIE Life/Health State Insurance License* Property/Casualty State Insurance License* Preferred Experience Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Bachelor's Degree 2+ years of experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. *These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
    $63k-102k yearly est. Auto-Apply 60d+ ago

Learn more about finance internship jobs

How much does a finance internship earn in Janesville, WI?

The average finance internship in Janesville, WI earns between $26,000 and $44,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.

Average finance internship salary in Janesville, WI

$34,000
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