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  • Financial Professional Trainee - Benefits + 401K

    Mutual of Omaha 4.7company rating

    Finance Internship Job In Sudley, VA

    Financial Representative Trainee (Sales) -- Richmond, VA Work Type: Full Time Regular Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. WHAT WE CAN OFFER YOU: Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days. Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements. An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor. Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match. Regular associates working 40 hours a week can earn up to 15 days of vacation each year. Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion. Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll demonstrate appropriate skills and pass a sales process competency test. You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients. You'll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Ability to successfully achieve criteria of Trainee Program. Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program. Highly self-motivated and results-oriented with ability to work independently and as part of a team. Ability to travel up to 50% of the work period and maintain a valid driver's license in order to attend appointments and meetings. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a “Great Place to Work”. See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Discover Our Culture Related Job Openings Financial Representative Trainee (Sales) - Houston, TX Texas | 503429 Financial Representative Trainee (Sales) -- Chicago. IL Illinois | 503417 Financial Representative Trainee (Sales)--Boston, MA Massachusetts | 503420
    $36k yearly 3d ago
  • Financial Advisor - Career Change Opportunity

    Edward Jones 4.5company rating

    Finance Internship Job In Ashburn, VA

    If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first four years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first four years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $38,500 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $38.5k-100k yearly 13d ago
  • Agency Production Management Analyst I - Commercial Real Estate Finance

    Northmarq 4.4company rating

    Finance Internship Job In Washington, DC

    Northmarq - Washington, DC At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential - whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! Northmarq is seeking to hire an Agency Production Management Analyst I at the Washington DC office. This individual is responsible for assisting Agency Production Managers in bringing in new business and managing that business throughout the loan process, internally and externally. Candidates will work to build a solid knowledge of the Fannie Mae DUS and Freddie Mac Optigo programs. This role requires the ability to multitask, respond under pressure, and manage stringent deadlines. *This position is an in-office position, with an immediate start date. Position Responsibilities: Marketing/Loan Sourcing Research Fannie Mae and Freddie Mac product lines for internal discussions. Inform Northmarq Producers of program or guide changes, updates to standard underwriting parameters, and current pricing spreads. Structuring Loans Facilitate pre-screening for loan opportunities. Correspond with the credit group and Production Managers to evaluate and identify quality Agency transactions, support the issuance of term sheets, issue applications, and manage client expectations, where applicable. Communicate with our Agency Production Managers, Northmarq producers/analysts, Fannie Mae counterparts, and/or clients to discuss transactions in process and determine competitive financing solutions. Evaluate applicable models during the pre-application stage to provide Northmarq producers/analysts with live pricing and proceeds. Highlight deal points with the credit group to draft and issue loan applications, where applicable. Manage due diligence requests during pre-screening, screening, underwriting, and closing. Process Management/Transaction and Client Advocacy Prepare and deliver submission packages to Fannie Mae to initiate their review process for each transaction. Communicate with Fannie Mae production, credit, and pricing during the loan screening and quoting process. Proactively obtain status reports on Agency deals in the prospective pipeline. Assist our Agency Production Managers in educating borrowers, Northmarq Producers, and analysts of the Fannie Mae and Freddie Mac loan process from screening to closing. Prepare, coordinate, and distribute periodic reports and trackers. Assist our Agency Production Managers with developing and administering various systematic approaches to maximize efficiency and productivity. Assist in training new production analysts. What We're Looking For: Bachelor's Degree, preferably in Business with a focus on finance, real estate, or accounting. Strong Proficiency in all Microsoft Suite applications, particularly Outlook, Excel, and Word. Strong analytical and modeling skills. Excellent oral and written communication skills. Client service oriented. Effective organizational and prioritization capabilities. Ability to work autonomously and collaboratively, with minimal supervision. Capability to manage multiple projects and tasks, prioritize effectively, and meet deadlines. A strong work ethic, including a willingness to work extended hours when necessary. Attention to detail and problem-solving. Keen attention to detail and adept problem-solving skills. Demonstrated ability to handle sensitive and confidential information. Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more!
    $97k-142k yearly est. 8d ago
  • Debt Finance Associate Attorney

    Lateral Link

    Finance Internship Job In Washington, DC

    Lateral Link is assisting a reputable law firm and repeat client seeking a mid/senior-level debt finance attorney with 3-6 years (2018-2021) of experience. The firm's debt financing attorneys represent both public and private companies as well as a broad range of institutional lenders in a variety of complex, structured financing transactions. They also have a strong focus on middle market private equity deals. The firm is very big in the healthcare industry and operates in a full-service capacity for those kinds of clients. 1850 billable hour requirement. The firm is believes in sustainable workloads and retaining happy associates. 3 days per week in office. The group is in the early stages of reviewing candidates. If you are interested and qualified, please submit your resume here or email me at ***********************
    $52k-93k yearly est. 15d ago
  • Program Finance Specialist (Hybrid)

    Institute of International Education 4.3company rating

    Finance Internship Job In Washington, DC

    Institute of International Education IIE is an Equal Opportunity and Affirmative Action Employer of Females/Minorities/Veterans/ Individuals with Disabilities. Organizational Unit: IIE Organization -> IIE US -> Program Financial Mgmt Gov 2 Schedule: Full Time Education: Bachelor's Degree Location: Chicago IL Chicago, IL, US 60602 Houston TX Houston, TX, US 77027 New York NY New York, NY, US 10007 San Francisco CA San Francisco, CA, US 94108 Washington DC Washington, DC, US 20005 (Primary) Travel: Less than 10% Job Description: The Institute of International Education (IIE) is hiring a Program Finance Specialist for our Program Financial Management (PFA) Programs. We invite you to join a team united by a single goal: to transform our interconnected world into a network of more peaceful and equitable societies. IIE's team members share a belief that when education transcends borders, it opens minds, enabling people to go beyond building connections to solving problems together. Learn more about IIE, our culture and commitment to DEIA here. If you are a job seeker in need of an accommodation to navigate our careers site or apply for one of our jobs, please click here to learn more. Job Summary The Program Finance Specialist is a member of the Program Financial Management team. PFA drives strategic decision making at IIE by providing thoughtful financial insight and data-driven recommendations to program management teams. PFA also liaises with the Grants & Contracts, Financial Planning & Analysis, Revenue Management, and Accounts Receivable teams to recommend finance and grant management process improvements and to review and develop IIE policies. The Program Finance Specialist will be responsible for developing, tracking, and analyzing budgets and proposals, organizing and presenting financial data to support decision-making, and identifying potential financial risks for the USAID-funded SPARK (Strategic Partnerships for Advancing Research and Knowledge) program. The Specialist will also work with the Revenue Management and Accounts Receivable teams to resolve revenue and cash application issues, prepare and/or review financial reports for submission to USAID, and meet with IIE's senior financial leadership to discuss the portfolio's quarterly financial results. The Program Finance Specialist collaborates frequently with program team colleagues to review financial reports and discuss how ongoing program activities may impact the program's financial results. As a senior member of the team, this role may periodically lead working groups to review and improve processes, train new team members, and work on high visibility programs or special initiatives. Essential Functions: • Develops and maintains financial reports to monitor program expenses against budget line items for a complex program. • Leads monthly presentations to the program management team to review and discuss major program spending variances, budget projections, and potential financial risks and to engage in scenario planning. • Partners with program managers, the Grants & Contracts team, and senior financial leadership to recommend risk mitigation strategies and to resolve compliance issues. • Collaborates with program managers during the semi-annual process to prepare and update the organization's operating budget by reviewing expense and revenue projections and determining whether projections are consistent with anticipated results. • Works with program leaders to review variances to the operating budget in preparation for quarterly review meetings with the CFO and Deputy CFO. • Prepares and reviews financial deliverables for submission to USAID. • Reviews revenue and cash application each month and works with the Revenue Management and Accounts Receivable teams to resolve issues. • Reviews budgets from grant recipients under Spark. • Facilitates the setup of new contracts and charge codes in accordance with the contract's terms in the PeopleSoft contract management system. Acts as a contract administrator throughout the life cycle of the contract, including tracking financial deliverables, developing and distributing the payment coding structure, and interpreting financial aspects of the contract for program teams. • Supports the annual audit process as it relates to assigned contracts. • In addition to the USAID-funded SPARK program, supports the Cairo and Addis Ababa offices in the financial management of their programs. • Provides financial support to other programs as needed. • Responsible for ad-hoc departmental and IIE-wide projects, leveraging experience, and knowledge of IIE's financial systems, cost allocations, and internal policies & procedures. Job Requirements: Qualifications and Experience: Education and Work Experience: • Requires a Bachelor's degree in order to apply in-depth knowledge of the theories and principles of a specialized work function, field or discipline. • Requires at least five years of related work experience. Required Knowledge, Skills and Abilities: • Proven track record in a financial analysis role with a demonstrated ability to analyze financial reports and proactively identify financial and compliance risks. • Experience working on USAID-funded programs. • Proficiency in Microsoft 365, specifically with advanced Excel skills (pivot tables, VLOOKUP, SUMIF, etc.). • Strong analytical and critical thinking skills with a curious and independent approach to problem solving. Ability to recognize and analyze difficult situations and to take appropriate action. • Excellent written and verbal communications skills, including the ability to effectively convey financial information to non-financial program team members. • Ability to create and sustain effective working relationships with colleagues across the organization in a hybrid working environment. • Ability to exercise discretion on confidential matters. • Highly organized, detail oriented, ability to take initiative, work independently, and meet deadlines. Preferred Knowledge, Skills and Abilities: • Preferred experience in grants management with USG, private foundations, corporations, and/or foreign governments. • Familiarity with 2 CFR 200 a plus. Salary and Benefits: Salary Range: $67,097 - $85,801. A candidate's salary is determined by various factors including, but not limited to, relevant work experience, job-related knowledge, skills, abilities, internal organizational equity, and geographic region. IIE offers a robust suite of benefits to team members including medical, dental, and vision plans, paid time off and holidays, student loan and tuition reimbursement programs, professional development reimbursement program, retirement plans and a family medical leave benefits. Please visit our careers page for further details. The Institute of International Education (“IIE”) has a hybrid work environment that allows team members a combination of in-office work and telework at any of the locations listed above. Salary and Benefits: PI57fe94a9caf8-26***********4
    $67.1k-85.8k yearly 60d+ ago
  • Project Finance Associate

    Energix North America

    Finance Internship Job In Arlington, VA

    The Company: Energix is headquartered in Arlington, Virginia, and is the subsidiary of an Israeli publicly traded renewable energy company (TASE:ENRG). We are an independent power producer that develops, constructs, owns, and operates renewable energy projects in the US. We use our financial stability and extensive project experience to build projects that create long-term value for local communities, landowners, our stakeholders, and the environment. Our work is based on a set of core values: professionalism, transparency, and loyalty. Energix Renewables is a long-term partner for the communities in which we operate. We develop, construct, own, and operate projects throughout their entire lifecycle which makes us a reliable partner through every step of the process and a unique partner in the market. Our Opportunity: The Project Finance and Renewable Energy Analyst position will be based at Energix's headquarters in Arlington, VA. As a key member of our team, you will play a vital role in supporting the development and financing of renewable energy projects. We are seeking a talented individual with a passion for renewable energy and a strong background in project finance. This is an excellent opportunity to contribute to the growth of our company and make a significant impact in the renewable energy sector. Principal Duties & Responsibilities: Build financial models to support tax equity and debt financing transactions for the renewable energy project of the company. Support the financing agreement negotiations with lenders, investors, and other stakeholders to secure project financing and optimize financing terms. Design, implement, and calculations of financing issues in a project finance transaction. Prepare comprehensive project financing proposals, including investment memos, financial forecasts, and cash flow analysis. Conduct financial analysis and due diligence for renewable energy projects, including project feasibility, risk assessment, and financial modeling. Review, analyze and negotiate terms in commercial agreements and other related legal documents. Collaborate with cross-functional teams to identify and evaluate potential project financing options, including debt and equity structures. Stay updated on industry trends, regulations, and financing opportunities in the renewable energy sector. Desired Knowledge, Skills Abilities & Expertise: Bachelor's degree in finance, economics, or a related field. Master's degree is a plus. Minimum of 3 years of experience in project finance, renewable energy finance, tax equity or a related field. Excellent financial modeling skills and proficiency in Excel. Knowledge in VBA is desirable. Solid understanding of project finance principles, including debt structuring, cash flow analysis, and financial risk assessment. Familiarity with renewable energy technologies, policies, and market dynamics. Excellent analytical and problem-solving abilities, with attention to detail and accuracy. Strong communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders. Ability to work effectively in a team environment and collaborate across departments. Self-motivated and proactive, with the ability to manage multiple tasks and meet deadlines. Energix is an Equal Opportunity Employer. Energix does not and will not discriminate based on race, color, religion or creed, gender, gender expression, age, national origin or ancestry, disability, marital status, sexual orientation, military status, or any other characteristic in any of its activities or operations, including employment decisions, selection of vendors and clients, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of the Energix team, as well as with our contractors, vendors, and clients.
    $42k-75k yearly est. 14d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    Finance Internship Job In Annapolis, MD

    As business owners, Financial Advisors at Northwestern Mutual Annapolis help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning potential, craft a workday around your life, and make an impact every day. Here, hard work pays off. Our award-winning training equips even inexperienced financial professionals with the education, skill-building, and development strategies needed to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to help you gain financial expertise, including but not limited to: Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis As a Financial Advisor, you have the opportunity to: Build-Work to build a client base by growing relationships with your network and develop knowledge of Northwestern Mutual financial products and market trends. Educate-Educate yourself beyond training through sponsored licensing and registration as well as ongoing development. Use proprietary technology, reporting tools, and illustrations to educate clients on potential plans. Influence- Present clients with the opportunity to protect and prosper, then drive clients to action through expert perspective, influence, and recommendations. Own-Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimal advice for your clients' needs. Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur with opportunities to become a specialist, lean into leadership, or join a team, you'll find the growth that fits your vision and your business. Compensation & Benefits Performance-based earnings and revenue ( average annual earnings of $100K-$250K; based on 2015-2022 company average for 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, SIE, Series 6, Series 63, CFP , and more NM-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 You could be right for this opportunity if you have: 4-year degree; or equivalent professional work experience Entrepreneurial ambitions History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking and communication competencies Legal authorization to work in the US without sponsorship 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 Advisors are valued partners and proud business owners. As such, they are considered independent contractors1 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) Forbes' Best Employers for Diversity (2018-2021) Top 10 US Independent Broker-Dealers2 #1 Amongst Life Insurers Most Admired Companies3 for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) $257 billion retail investment client assets held or managed by Northwestern Mutual 4 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. 1 Northwestern Mutual Financial Advisors are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Advisor, 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. 2 Ranking for Northwestern Mutual Investment Services, LLC based on total 2022 AUM. Sources: Financial Advisor magazine, April 2023. 3 To determine the best-regarded companies in more than 50 industries, FORTUNE asked executives, directors, and analysts to rate enterprises in their own industry on nine criteria. Details at fortune.com 4 Combined client assets of NMIS and NMWMC as of June 30, 2023
    $60k-103k yearly est. 8d ago
  • Investment Banking Analyst 2

    Selby Jennings

    Finance Internship Job In McLean, VA

    Investment Banking Analyst Opportunity - Middle Market Boutique Firm Our client, a highly regarded boutique investment banking firm, is seeking a motivated Investment Banking Analyst 2 to join their growing team. Specializing in M&A and capital-raising solutions, this firm serves growth-oriented companies in the Tech & Business Services sectors, including professional services, software, and data analytics. What Sets This Opportunity Apart: Legacy Expertise: Work alongside some of the most accomplished bankers in the industry, including those with backgrounds at top-tier institutions. Consistent Deal Flow: A stable environment backed by a strong and active pipeline of transactions. Unmatched Stability: This firm has never experienced layoffs-and never will. Career Growth: A proven track record of promoting from within, with employees building long-term, successful careers. Exceptional Culture: A collaborative, family-like environment that invests in its people and fosters mutual success. Compensation & Benefits: Base Salary: $110,000-$115,000 Bonus Potential: 50-100% (based on individual and team performance) Location: Washington, D.C. Our client competes with top-tier firms such as Houlihan, Piper Sandler, and Jefferies in the middle market, offering an unparalleled platform for professional growth and exposure to high-profile transactions. If you're ready to take your career to the next level, reach out to learn more about this opportunity!
    $110k-115k yearly 1d ago
  • Workday HCM/Finance/Adaptive Consultant

    KMM Technologies, Inc. 3.4company rating

    Finance Internship Job In Adelphi, MD

    Principal Product Owner | Workday HCM/Finance/Adaptive Duration: Full Time This is a hybrid role requiring 2-3 days a week in the office in Adelphi, MD. The Workday Human Capital Product Owner works in the Department of Information Technology Solutions (ITS). They are responsible for strategic governance, planning, and execution activities surrounding the Workday HCM/Finance/Adaptive Systems. They align the technology and business team's strategies, systems analysis, and requirement definitions for key business objectives. RESPONSIBILITIES Leverage knowledge of Workday's HCM/Finance/Adaptive enterprise software to provide deep functional expertise to Higher Education clients. Engage in discovery around an organization's current environment and deliver relevant, impactful presentations and demonstrations illustrating how Workday's Enterprise applications can address requirements, solve business concerns, and create value. Drive Workday application roadmap at an enterprise level in collaboration with cross-functional stakeholders to achieve the product vision and strategically aligned prioritization. Build close relationships with the functional teams to understand requirements to innovate, grow, improve efficiencies, address compliance requirements, complete change request and enhancement projects. Apply agile methodologies to manage and evaluate the Workday backlog, of change requests, and enhancements and drive prioritization of items and release cycles. Plan and drive Workday's semi-annual system releases and new module implementations, ensuring minimal disruption to daily operations. Establish a culture of continuous improvement and implement feedback loops with all stakeholders. Partner with department leads to develop business cases inclusive of project budgets, evaluating risk levels, legacy system impacts, stability, organizational policies and reliability. Apply creative solutions to design workflows and procedures with strong attention to detail. Review project plans to plan and coordinate project activity. Establish strong working relationships with Executive Sponsors, department heads, managers, supervisors, vendors, and others, to solicit cooperation and resolve problems. Exhibits leadership by confidence in self and others, inspires and motivates others to perform well, and effectively influences actions and opinions of others. Continuously upgrade their skillsets and knowledge of Workday. MINIMUM QUALIFICATIONS: Education & Experience: Bachelor's degree in computer science, Mathematics, Engineering, or related field or equivalent experience 10+ years of relevant work experience Experience in higher education practices, technologies, and challenges Knowledge, Skills, and Abilities Expertise in knowledge of administrative systems around HR & Finance An understanding of Cloud-based HCM/Finance SaaS solutions is desired Experience with Workday Prism Experience with Workday Extend Experience in presenting administrative computing solutions in front of a technical and business audience 5+ years of product management experience 5+ years of product owner experience 5+ years of professional experience translating customer and market needs into product deliverables and release support through the entire product life cycle Ability to work under pressure and work on multiple projects Excellent communication skills, both verbal and written Strong presentation skills Excellent problem-solving and analytical skills Strong verbal communication skills Ability to keep up with new business and technical concepts Able to work with minimal supervision Must display a positive attitude Must be able to lead and mentor others Understanding of Agile Frameworks (Kanban/Scrum) Understanding of software development life cycle Thanks & Regards, Sekhar Pillala Team Lead - Talent Acquisition KMM Technologies, Inc. CMMI Level 2 | ISO 9001 | ISO 20000 | ISO 27000 Certified WOSB, SBA 8(A), MDOT MBE & NMSDC MBE Contract Vehicles: 8(a) STARS III & Schedule 70 Tel: ************ | Fax: ************** E-MAIL: ********************************** Linked In: *********************************************** ***********************
    $61k-82k yearly est. 8d ago
  • Financial Analyst

    Micasa Global 3.8company rating

    Finance Internship Job In Leesburg, VA

    Role :: Financial Analyst Key Responsibilities: · Assist in preparing various time-sensitive financial transactions and reports for a federal agency, ensuring adherence to deadlines. · Prepare, record, and adjust various journal entries to support Treasury submissions, including accruals, eliminations, and other necessary financial actions. · Assume responsibility for assigned areas (e.g., organizational entity, program, or functional area), preparing, recording, interpreting, and reporting federal financial transactions and events. · Conduct recurring and special-purpose reconciliations and prepare financial reports, statements, and related documentation per prescribed formats to meet reporting requirements established by Treasury, OMB, other accounting authorities, and legislation such as the Chief Financial Officers Act. · Prepare annual financial statements following Generally Accepted Accounting Principles (GAAP), encompassing disclosures, footnotes, supporting schedules/analytical files, and collecting and consolidating supplemental data to analyze the Service's actual financial performance against established measures. · Maintain clear audit trails from the general ledger to subsidiary records and from the accounting system to interfacing management systems. · Ensure adherence to all applicable laws, regulations, and standards established by organizations such as the American Institute of Certified Public Accountants (AICPA), Federal Accounting Standards Advisory Board (FASAB), GAAP, OMB, and GAO. Skills Required: · 5 years of relevant experience supporting the federal government in accounting, general ledger, journal entries, reconciliations, and related financial processes, or an equivalent combination of education and work experience. · Knowledge of payments, relocations, cash management, and employee travel claims processing within federal agencies. · Experience preparing annual federal financial statements and maintaining clear audit trails from the general ledger to subsidiary records. · Proven experience in analyzing operational internal control structures. · 5 years of experience demonstrating proficiency and understanding of federal or DHS-specific financial management processes and requirements such as sub-ledger and general ledger activity, JVs, reconciliations, accruals, payment certifications, IPAC, invoicing, Invoice Processing Platform (IPP), intragovernmental transactions, property plant & equipment (PP&E), capitalization, depreciation, financial statements, etc. · 3 years of experience in submitting accounting data and resolving fatal accounting checks and submitting accounting data in TIER, GTAS, or CARS is preferred. · Familiarity with Federal Oracle Financials is a plus. · Must have a bachelor's degree. · Must be a US Citizen and able to obtain Public Trust Clearance
    $59k-100k yearly est. 1d ago
  • Financial Analyst

    AOC Solutions 4.0company rating

    Finance Internship Job In Fort Belvoir, VA

    Type: Hybrid (3 days on-site) : AOC Solutions, Inc. (AOC) is a Service-Disabled, Veteran-Owned Small Business (SDVOSB) headquartered in Fairfax, VA. Founded in 1996, AOC has over 25 years of experience providing accounting, audit, and consulting services to Federal agencies. AOC's team is led by former federal financial management executives and staffed by subject matter experts who specialize in supporting federal operations at all levels. We aim to utilize our expertise to help each government agency's unique situation, assisting in solving their most complex business problems, and delivering successful results. Roles and Responsibilities: Supporting clients in the development and deployment of solutions that support strategic initiatives. Leveraging commercial, private sector, and DoD industry experience (e.g., coordination with small businesses, and non-traditional defense vendors). Applying knowledge to find innovative technology solutions for DoD requirements. Researching and designing innovative experiences for digital commerce using market-leading platforms. Designing, developing, and delivering training design and development of reference guidance. Assessing completeness and validity of imputed costs. Assessing completeness of Heritage Assets. Conduct development and delivery of presentations and papers to client personnel. Perform ad-hoc research tasks. Interfacing and communicating with clients, remotely and/or in person. Education and Qualifications: Bachelor's degree in Business, Finance, Engineering, Mathematics/Actuarial Sciences, Communications, Government and Public Administration, or related field. 4+ years of experience with one or more of the following: A-123, Internal Controls, Risk Management and Internal Control (RMIC), Business Strategy, Transformational Change Management, Business Process Reengineering, Project Management, Process Improvement. Active Secret Clearance or Ability to obtain a Secret Clearance Excellent communication skills, with the ability to communicate clearly in English, both orally and in writing. Must display proficiency in A-123 and Risk Management/Internal Control Strong analytical capabilities and critical thinking skills. Knowledge of OUSD AT&L policies and requirements. Familiarity with SFFAS No. 3, 6, 23, 10, 35, and 42; Technical Release 13, 14, 15, SFFAS No. 5 and Technical Release 2. Knowledge of SFFAS No. 4 and its interpretations. Experience with market-based appraisals, valuation of long-lived assets including alternative valuation methodologies. Experience with DoD Facility Analysis Categories and Real Property Classifications. Experience and working knowledge of DoDs systems for tracking environmental liabilities. Experience monitoring remediation of environmental liabilities. Assess completeness and validity of imputed costs EOE M/F/D/V NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
    $54k-81k yearly est. 4d ago
  • Total Rewards and Business Partner Graduate Intern

    University of The District of Columbia 4.2company rating

    Finance Internship Job In Washington, DC

    You are viewing a preview of this job. Log in or register to view more details about this job. Total Rewards and Business Partner Graduate Intern BR-2405 Total Rewards and Business Partner Graduate Intern For 60 years, WWF has worked to help people and nature thrive. As one of the world's leading conservation organizations, WWF works in more than 100 countries, connecting cutting-edge conservation science with the collective power of our partners in the field - more than one million supporters in the United States and five million globally, as well as partnerships with communities, companies, and governments. Our vision for diversity, equity and inclusion at WWF is an organization as diverse as the world we protect; where the richness of all our unique views, experiences, and backgrounds combines to create the most sustainable and inclusive conservation outcomes possible - bringing the greatest benefit to the planet and every person who lives on it. Across the many cultures and individuals that represent WWF, we are unified by one mission, one brand, and one common set of values: Courage, Respect, Integrity and Collaboration. BRIDGE - Building Relationships, Inclusivity, Diversity, Growth, and Excellence WWF's diversity-focused internship program, BRIDGE, aims to recruit professionals early in their careers who bring fresh thinking and innovation to the environmental and conservation sector and are well positioned to develop into the next generation of leaders. Our mission is to increase exposure of students from underrepresented populations to conservation and environmental careers, provide professional development opportunities, reduce the barriers to attracting a diverse pool of internship candidates, and develop a pipeline for future WWF hires from underrepresented populations. Position Summary This position will give an intern the opportunity to support two teams within the People & Culture department: Total Rewards (Compensation & Benefits) and Business Partners (PCBP). For one portion of the internship, the person will partner with the total rewards team to help evaluate and enhance a comprehensive total rewards package for WWF staff including data driven compensation decisions, rewards and recognition programs, and health and well-being. The projects for this role will focus on strengthening WWF's employee experience and we look forward to attracting an intern who will be able to be innovating in suggesting, creating and implementing new ideas to WWF. Additionally, the intern will support the PCBP team in fulfilling projects, which do not come with step-by-step instructions. On the contrary, these assignments will be trying to respond to a very specific problem or a situation that needs to be solved. To be successful the individual needs to be creative, a good team player and a problem solver, and action oriented. The individual should know how to navigate the grey areas, and succeed by finding a way where there was not one before. Responsibilities Total Rewards Responsibilities Assist in collecting and analyzing compensation and benefits data to evaluate market trends, benchmarking, and internal equity considerations. Contribute to the development and maintenance of compensation models, salary structures, and pay ranges. Conduct research on industry Total Rewards practices to ensure competitiveness and compliance with regulations. Support the preparation of reports and presentations on compensation analysis findings for management review. Collaborate with cross-functional teams to ensure alignment between compensation programs and organizational goals. Participate in special projects related to compensation planning, including incentive programs and rewards strategies. Business Partner Responsibilities Document new processes, standard operating procedures (SOPs), and roles and responsibilities for the PCBP SOP library; update existing SOPs with the support of the PCBP team. Become familiar with the WWF People & Technology Information System (Workday) and create and format different reports for data analysis on various internal processes. Support ad hoc P&C projects that arise during the internship, for example, supporting the employee exit process and analyzing/reconciling currently listed requisitions in Workday that need to be closed or deleted. Provide technical and administrative support as needed. Perform other duties and take on other responsibilities as required according to organizational needs. Qualifications Pursuing a graduate program in Human Resources, Business Administration, Finance, or a related field. Those studying outside these areas are still highly encouraged to apply. Must be an actively enrolled student and not received degree at time of internship start date (June 17, 2024). Strong analytical skills with the ability to work with data: interpret, manipulate, automation. High-level proficiency with Microsoft 365 Suite and video-conferencing platforms (i.e., Zoom, Teams, etc.) and other data analysis tools. Excellent attention to detail, self-motivated, and organizational abilities. Strong written and verbal communication and presentation skills. Ability to work independently and as a team member. People skills - friendly, open to feedback, high self-awareness. Excellent research skills, data management and synthesis. Able to critically analyze issues and solve problems. Able to take initiative with high-level instructions to accomplish work and move things forward. Identifies and aligns with WWF's core values: COURAGE - We demonstrate courage through our actions, we work for change where it's needed, and we inspire people and institutions to tackle the greatest threats to nature and the future of the planet, which is our home. INTEGRITY - We live the principles we call on others to meet. We act with integrity, accountability and transparency, and we rely on facts and science to guide us and to ensure that we learn and evolve. RESPECT - We honor the voices and knowledge of people and communities that we serve, and we work to secure their rights to a sustainable future. COLLABORATION - We deliver impact at the scale of the challenges we face through the power of collective action and innovation. Preferred Qualifications: Subject expertise inone or more ofthe followingareasispreferred, but not required: Background or interest in Human Resources Management, Organizational Development, Compensation, Benefits or Total Rewards. Using software applications, i.e., Workday, SharePoint, Microsoft Forms, and Airtable Learning Outcomes Ability to collaborate across functions to create a comprehensive total rewards structure Ability to have a deep understanding of how the People & Culture function supports and influences the organization Gain knowledge and insight into data driven compensation practices and decision making Gain knowledge into how benefits plans are designed and implemented Effective data usage and report formatting Action-oriented/creative problem-solving Dealing with ambiguity/adaptability Building working relationships Project and time management WWF interns will be provided a set of professional development opportunities, aimed at increasing their exposure to conservation and sustainability careers. This includes: Development discussions with their manager; Up to two online courses through Cornell University's eCornell program; Speed mentoring with different WWF teams; Opportunity to present their work to intern peers and WWF staff; Session on resume and interviewing best practices. Interns will also have access to an array of networking opportunities. This includes meetings with WWF's CEO, the senior management team, Employee Resource Groups, and representatives from other departments. Location: US-DC-Washington Compensation: Paid - $21 per hour (full-time, 35 hours per week) Internship Dates: Internship will run from June 17, 2024 to August 23, 2024 In your cover letter, please describe your relevant skills and experience for this position and include a discussion of 1) how you have demonstrated a commitment to diversity, equity, and inclusion and 2) what you hope to gain from the internship. If selected for the role, you will need to provide 1 letter of recommendation as part of the WWF application process. *Please note that interns must have U.S. work authorization that does not require sponsorship of a visa. As an EOE/AA employer, WWF will not discriminate in its employment practices due to an applicant'srace, color, religion, sex, national origin, age, marital status, genetic information, sexual orientation, gender identity and expression, disability, or protected Veteran status. #J-18808-Ljbffr
    $21 hourly 15d ago
  • Senior Financial Management Consultant

    Nuvologic

    Finance Internship Job In McLean, VA

    NuvoLogic Consulting is a management consulting company in the Northern Virginia area. We engage with public and private sector clients with a primary focus on financial services and mortgage finance. We help our clients in the areas of finance, accounting and operations to support CFO, budget, audit readiness, and risk management functions; business and data analytics to help management make insightful decisions; internal controls, compliance and governance to ensure processes are compliant with regulatory guidance; and process improvements to explore and implement efficient approaches. NuvoLogic is a growing company and we are looking for individuals to grow with us. We are looking for consultants who not only have strong technical skills, but are well-rounded, analytical, detail oriented, inquisitive, problem solvers. We encourage you to share ideas and explore innovation, but also inspire you to implement those ideas and think big. We foster a collaborate and supportive environment where you can do your best work and think of your greatest ideas. Job Description NuvoLogic Consulting is seeking a Senior Consultant to join our team supporting financial management projects across various public sector clients. The Senior Consultant will work closely with senior team members assisting in performing financial analysis, evaluating processes, conducting due diligence, and preparing reports and presentations for decision makers. The ideal candidate will have a strong analytical background, excellent problem-solving skills, and the ability to work effectively in a team environment. Responsibilities and Duties: Conduct research and gather data to support program and project initiatives. Assist in the preparation of reports and presentations for senior management and stakeholders. Perform ad hoc analysis and support special projects as assigned. Assist with financial analysis and development and maintenance of quantitative models. Perform due diligence on potential investments, including financial and industry analysis. Collaborate with team members to develop innovative solutions and recommendations. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field. 5+ years of relevant work experience in finance, consulting, or a related field. Strong analytical and quantitative skills. Proficiency in Microsoft Excel, PowerPoint, Word, Visio. Ability to learn and adapt quickly in a fast-paced environment. Excellent written and verbal communication skills. Ability to work effectively both independently and in a team. Preferred Qualifications Experience with financial modeling and forecasting. Experience with data analytics and visualization tools. Experience with programming languages, such as VBA, R, Python, SAS. Health Care Plan (Medical, Dental & Vision) HSA, FSA, and Commuter Benefits Life Insurance (Basic, Voluntary & AD&D) Retirement Plan (401k, IRA) Paid Time Off (Vacation, Sick & Public Holidays) Short-Term & Long-Term Disability Remote or Hybrid Work #J-18808-Ljbffr
    $77k-114k yearly est. 13d ago
  • Project Finance Associate

    Hunt Hive Talent

    Finance Internship Job In Washington, DC

    Buzz About Us: Welcome to Hunt Hive Talent Recruiting Agency, where were all about connecting amazing talent with fantastic opportunities! Our mission? To help businesses and professionals soar to new heights. If you're ready for an adventure in the world of Energy Project Development and Finance Law , look no further. Join our vibrant team and be part of something extraordinary! About the Role: Were on the hunt for a mid-level Energy Project Development and Finance Associate to join our clients corporate practice . This role is based in Boston or Washington, DC and involves working on distributed and utility-scale renewable energy projects . The ideal candidate will have 4+ years of experience in US project development and finance with a strong understanding of financing documentation and commercial project agreements . If youre looking to advance your career in a dynamic legal environment, we want to meet you! AM Law 100 Requirement: To be considered for this role, candidates must have recently worked at one of the AM Law 100 firms . To verify if your firm qualifies, please check this AM Law 100 list . Only candidates who have worked at these top firms will be considered for this opportunity. Your Mission: Advise clients on project finance and development for distributed and utility-scale renewable energy projects. Work with financing documentation , including purchase agreements, partnership agreements, credit agreements, and security and pledge agreements. Assist with commercial project documentation , including PPAs, EPCs, site control, and interconnection agreements. Perform due diligence on complex transactions to ensure client goals are met. Provide high-quality client service while collaborating with the legal team to drive successful project outcomes. Core Competencies: Project Development & Finance Expertise : Extensive experience in US renewable energy project development and finance. Commercial & Financing Documentation : Strong understanding of financing and commercial agreements, such as PPAs, EPCs, and credit agreements. Client Relationship Management : Ability to work with sophisticated clients, providing strategic advice and navigating complex transactions. Collaboration & Communication : Strong ability to collaborate with team members, excellent verbal and written communication skills. What You Bring: Juris Doctor (JD) or LLM from an ABA-accredited law school. Admitted or eligible for admission in MA, DC, NY, or CA . 4+ years of project finance experience at a law firm, with experience in energy and renewable energy projects. Excellent written and verbal communication skills. Ability to balance and prioritize multiple competing priorities . Strong organizational skills and attention to detail . Ability to work collaboratively in team settings while maintaining a professional demeanor with clients. Work Environment & Benefits: Competitive salary commensurate with experience. Comprehensive health, dental, and vision insurance . 401(k) matching contributions. Hybrid work environment : Work from the office approximately 60% of the time in accordance with firm guidelines. Opportunities for career advancement and continued professional development. Additional Requirements: Must be a United States citizen or authorized to work in the United States. Must be admitted or eligible for admission in MA, DC, NY, or CA . Why Join Us? This is an exciting opportunity to join a leading corporate practice focused on renewable energy project development and finance . Enjoy competitive compensation , career growth opportunities , and a supportive, collaborative environment that values professional development. Ready to Join the Hive? Don't miss out on this exciting opportunity! Apply now by visiting our website at and submit your application. We can't wait to hear from you! For Immediate Consideration: Please email your resume and specify the job title youre applying for to We cant wait to hear from you!
    $52k-93k yearly est. 4d ago
  • FINANCIAL CLEARANCE REP FACIL

    Lifebridge Health 4.5company rating

    Finance Internship Job In Baltimore, MD

    FINANCIAL CLEARANCE REP FACIL Baltimore, MD SINAI CORPORATE PATIENT ACCESS Full-time - Day shift - 8:00am-4:30pm Clerical/Administrative 86776 $16. 00-$28. 65 Experience based Posted: November 21, 2024 Apply Now Save Job Saved Summary JOB SUMMARY : This position ensures accurate and complete registration and authorization information, for primarily unscheduled inpatient, observation and outpatient in a bed, for the purpose of securing timely reimbursement for services rendered. This position verifies demographic and insurance information, confirms the presence of appropriate compliance notifications (IMM, MOON, etc. ), verifies insurance benefits, and obtains authorization as appropriate. This position operationalizes department policies and workflows that support patient safety, patient experience and revenue cycle goals. ESSENTIAL FUNCTIONS: Service This position ensures a positive customer experience in every interaction between Patient Access and Customers. Performance This position performs at a high level and facilitates high performance among the Patient Access team. Innovation This position thinks creatively to solve problems and takes initiative to make improvements in the workflow, with collaboration of leadership and the Patient Access team. Respect This position is open-minded and non-judgmental. This position treats all customers and coworkers professionally and respectfully. Integrity This position acts in the best interest of others while taking personal responsibility for doing the right thing. Teamwork This position works collaboratively with all Patient Access areas, other LBH departments and facilities, physician offices, insurance companies and Patient Financial Services to achieve positive outcomes for our customers. REQUIREMENTS: Formal working knowledge; equivalent to an Associate's degree (2 years college); requires knowledge of a specialized field Education/Knowledge: Experience: 1-3 years. Additional Information As one of the largest health care providers in Maryland, with 13,000 team members, We strive to CARE BRAVELY for over 1 million patients annually. LifeBridge Health includes Sinai Hospital of Baltimore, Northwest Hospital, Carroll Hospital, Levindale Hebrew Geriatric Center and Hospital and Grace Medical Center, as well as our Community Physician Enterprise, Center for Hope, Practice Dynamics, and business partners: LifeBridge Health & Fitness, ExpressCare and HomeCare of Maryland. Share: Apply Now
    $37k-59k yearly est. 1d ago
  • Creative Financial Staffing | Financial Analyst MD | rockville, md

    Creative Financial Staffing 4.6company rating

    Finance Internship Job In Rockville, MD

    p>Financial Analyst Our client is a non-profit housing organization. Due to project, they are hiring a Financial Analyst to work 100% on site.Overview of the Financial Analyst role: Create and maintain systems to track property-specific compliance requirements of lenders and investors based on review of loan documents, regulatory, operating agreements, etc. Draft communications to investors and government partners, such as quarterly project status reports and other progress updates. Maintain contact matrix for notification purposes and distribution of audits, tax returns, insurance certificates, and other key documents. Review operating statements, budgets, rent rolls, and property expenditures for effective property operations, report on findings and confer with colleagues regarding appropriate actions.Facilitate communication between VHI accounting, development, and management companies to obtain information for audit and other financial reporting needs.Preferred Qualifications for the Financial Analyst: 3+ years of finance experience Bachelor's degree in Accounting, Finance, or related degree Advanced Excel Skills - Pivot Tables, VLOOKUPs <
    $46k-66k yearly est. 1d ago
  • KIP Spring 2025 - Finance and Accounting Intern - American Legislative Exchange Council

    Stand Together 3.3company rating

    Finance Internship Job In Arlington, VA

    The Koch Internship Program (KIP) is a paid, 10-week experiential learning program run by Stand Together Fellowships that offers meaningful work experience at non-profits all over the country tackling some of our nation's most pressing challenges. Throughout your internship with a partner organization, Stand Together Fellowships hosts virtual professional development sessions every Thursday from 1-5 pm ET, wherein you will be mentored by seasoned professionals as you craft a capstone project on the topic that matters most to you. Interns will receive either a $5,500 or $3,300 stipend from Stand Together Fellowships depending on whether they are participating full-time (40 hours/week) or part-time (28 hours/week). Successful candidates will interview with both our non-profit partner organizations and Stand Together Fellowships staff, so we strongly encourage you to apply in advance! About us The American Legislative Exchange Council is America's largest nonpartisan, voluntary membership organization of state legislators dedicated to the principles of limited government, free markets and federalism. Comprised of nearly one-quarter of the country's state legislators and stakeholders from across the policy spectrum, ALEC members represent more than 60 million Americans and provide jobs to more than 30 million people in the United States. All Americans deserve an efficient, effective and accountable government that puts the people in control. ALEC provides a forum for experts to discuss business and economic issues facing the states. The ALEC model policy library is home to dynamic and innovative ideas that reduce the cost of everyday life and ensure economic freedom. ALEC ideas and publications are the product of countless hours of research, debate and discussion and serve as a toolkit for anyone who wants to increase the effectiveness and reduce the size, reach and cost of government. ALEC is proud to offer real solutions to the top issues facing the states, and the strength of the ALEC family is proof that good ideas are better when shared. About the Role The Finance and Accounting Intern will work closely with the Vice President of Finance and Administration. He or she will assist with the overall operation and budget of the organization. Duties will include daily accounting activities required to maintain the Councils general ledger, registration process for ALEC meetings and daily maintenance of monthly, quarterly and annual closing activities. This internship would best suited for a self-motivated individual who would like to gain experience with non-profit accounting principles and procedures and one who has the ability to exercise initiative and sound judgment. Most importantly this intern should possess strong organizational skills and have the ability to maintain detailed records. Stand Together Fellowships believes that diversity in experiences, perspectives, knowledge and ideas fuels creativity, broadens knowledge, and helps drive success. Our admissions office treats all program participants and applicants with honesty, dignity, respect and sensitivity. We welcome all qualified applicants regardless of color, race, religion, religious creed, sex, gender or gender identity, gender expression, sexual orientation, national origin, citizenship, ethnicity, ancestry, age, physical disability, mental disability, medical condition, pregnancy (including medical needs which may arise from pregnancy, childbirth, or related medical conditions), military and veteran status, genetic information, marital or familial status, political affiliation, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances.
    $30k-35k yearly est. 60d+ ago
  • Financial Internship - Private Client Group

    Rbc Holding Co Ltd. 4.9company rating

    Finance Internship Job In Baltimore, MD

    Compiles and analyzes financial information for an organization. Supports senior management business decisions through financial and business analysis. Applies basic knowledge of basic concepts, terminology, and requirements to support area of responsibility and performs well-defined/routine tasks. Job Description Provides internal consulting on financial products and electronic funds transfers. Conducts audits on financial data; provides recommendations on corporate risk levels and credit worthiness. Reviews and analyzes an organization's financial status, including cash flow, accounts receivable, accounts payable, debt, equity, operating income, working capital, etc. Develops and maintains ad hoc departmental reports, develops performance models, and analyzes departmental financial results versus budget/forecasts. The good-faith expected salary range for the above position is $20/hr depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC's high performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Communication, Critical Thinking, Decision Making, Detail-Oriented, Financial Instruments, Financial Regulation, Financial Statement Analysis, Group Problem Solving, Product Services, Results-Oriented Additional Job Details Address: 2800 QUARRY LAKE DRIVE:BALTIMORE City: Baltimore Country: United States of America Work hours/week: 20 Employment Type: Part time Platform: WEALTH MANAGEMENT Job Type: Student/Coop (Fixed Term) Pay Type: Hourly Posted Date: 2024-10-31 Application Deadline: 2024-12-30 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we embrace diversity and inclusion for innovation and growth. We are committed to building inclusive teams and an equitable workplace for our employees to bring their true selves to work. We are taking actions to tackle issues of inequity and systemic bias to support our diverse talent, clients and communities. We also strive to provide an accessible candidate experience for our prospective employees with different abilities. Please let us know if you need any accommodations during the recruitment process. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
    $20 hourly 13d ago
  • Financial Rep - Upcoming Grad - Starting at $16/hr

    Mutual of Omaha 4.7company rating

    Finance Internship Job In Springfield, VA

    Financial Representative Trainee (Sales) -- Richmond, VA Work Type: Full Time Regular Application Closes: Open Until Filled SHARE As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum. WHAT WE CAN OFFER YOU: Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days. Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements. An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor. Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match. Regular associates working 40 hours a week can earn up to 15 days of vacation each year. Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion. Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion. Applicants for this position must not now, nor at any point in the future, require sponsorship for employment. WHAT YOU'LL DO: You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings. You'll demonstrate appropriate skills and pass a sales process competency test. You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients. You'll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits. You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process. WHAT YOU'LL BRING: Ability to successfully achieve criteria of Trainee Program. Ability to pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program. Highly self-motivated and results-oriented with ability to work independently and as part of a team. Ability to travel up to 50% of the work period and maintain a valid driver's license in order to attend appointments and meetings. You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do. PREFERRED: Knowledge of the Insurance/Financial Services industry, products and marketing practices. Bachelor's degree or equivalent preferred but not required. We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply! After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at *************************. Need help? Email Us Apply Now Great place to work Together we achieve greatness. Not only is this a core value, but it's also representative of the kind of place we are - built by the strength and integrity of our employees. It's why we're named a “Great Place to Work”. See All Awards An inclusive culture Surround yourself with an authentic and inclusive culture. Your strengths and differences will be valued and celebrated by a diverse community of co‑workers. Discover Our Culture Related Job Openings Financial Representative Trainee (Sales)--Miami, FL Florida | 503421 Financial Representative Trainee (Sales) - Omaha, NE Nebraska | 503247 Financial Representative Trainee (Sales) - Phoenix, AZ Arizona | 503424
    $36k yearly 3d ago
  • Financial Advisor - Career Change Opportunity

    Edward Jones 4.5company rating

    Finance Internship Job In Arnold, MD

    If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first four years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 23rd consecutive year, Edward Jones was named a top company for training. The firm ranked No. 14 on Training magazine's prestigious 2023 Training APEX awards listed by Training magazine. 2023 Training Magazine Training Apex Award, published February 2023, date as of September 2022, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first four years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $38,500 - $100,000 Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 8 million clients and 19,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2023, data as of December 2022. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
    $38.5k-100k yearly 18d ago

Learn More About Finance Internship Jobs

How much does a Finance Internship earn in Kemp Mill, MD?

The average finance internship in Kemp Mill, MD earns between $23,000 and $51,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.

Average Finance Internship Salary In Kemp Mill, MD

$35,000

What are the biggest employers of Finance Interns in Kemp Mill, MD?

The biggest employers of Finance Interns in Kemp Mill, MD are:
  1. International Rescue Committee
  2. Columbia University in the City of New York
  3. Children's National Medical Center
  4. Cnhs
  5. Boston Children's Hospital
  6. American Institute of Physics
  7. Colorado Mountain College
  8. NVR
  9. Forbright Bank
  10. Forbright Inc.
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