Finance internship jobs in Lafayette, LA - 202 jobs

Job Description At New York Life, we believe in empowering people to take control of their financial futures - both for themselves and the clients they serve. As a Financial Agent, you'll build lasting relationships, help individuals and families achieve financial security, and grow a rewarding business of your own. This is more than a sales role - it's a career with purpose, flexibility, and unlimited growth potential. You'll receive world-class training, mentorship, and the support of a Fortune 100 company with over 180 years of financial strength and stability Compensation: $60,000 - $150,000 yearly Responsibilities: Develop and maintain long-term relationships with clients to help them reach their financial goals. Educate clients on financial strategies such as retirement planning, college funding, and income protection. Provide customized solutions through life insurance, annuities, long-term care, and investment products. Build and manage your own client base through networking, referrals, and community engagement. Maintain active communication with clients to ensure their evolving needs are met. Pursue continued professional development through New York Life's training and mentorship programs. Qualifications: Strong communication and interpersonal skills. Business mindset with a drive to build a business. Self-disciplined, coachable, and motivated to achieve goals. Passion for helping others achieve financial security. Bachelor's degree preferred (not required). Previous experience in sales, business, finance, management, or entrepreneurship is a plus. Must be able to obtain applicable state insurance licenses (and securities licenses if offering investment products). U.S. work authorization required. About Company Fortune 100 company with more than 180 years of history and financial strength. Mutual company structure - accountable only to our policyholders, not Wall Street. Recognized by: Fortune 2024: World's Most Admired Companies Forbes 2024: America's Best Employers for Diversity Seramount 2024: Best Companies for Multicultural Women Over 5.1 million lives protected and $1.2 trillion in life insurance protection in force.

Founded in Abbeville, LA in 1971, Gulf Coast Bank is known throughout Acadiana for getting to know our customers personally, and understanding their needs, as well as the needs of the community. Gulf Coast Bank has 9 locations across the Acadiana area and employs more than 120 people. As banking has changed through the years, Gulf Coast Bank has stayed on the cutting edge, while never losing sight of what makes our bank special: providing outstanding customer service and maintaining active involvement in the communities we serve. Position Summary Gulf Coast Bank is looking an experienced Financial Advisor based in the Acadiana Area area. The ideal candidate will be an established Financial Advisor who with a history of successfully acquiring, managing, and maintaining a book of business. This is a great opportunity for someone with an entrepreneurial spirit that wants to grow their business and take their career to the next level. Primary Responsibilities: New Business Development: Acquire new customers and continuously build on existing customers: Market services to new and existing clients by engaging in the community, giving seminars, attending business events and conferences and sponsoring community and charitable events. Communicate with other professionals, such as estate agents, lawyers, and valuers to develop reciprocal referral opportunities. Respond to prospective customer queries about financial planning and investments. The financial needs of clients are assessed, and a sound financial plan is designed to help them reach their financial objectives: Prepare financial strategy recommendations and make appropriate investment recommendations to current and potential customers based on individualized needs analysis and in-depth review of current financial circumstances and goals. Monitor and analyze clients' accounts, review investment reports, and determine if changes are needed to improve financial performance or to accommodate life changes. Manage and update client portfolios by completing a risk analysis for each client and taking measures to adjust portfolios, as necessary. Communicate with clients to update on potential investment opportunities, introduce new financial products, and recommend adjustments to the financial plan. Prepare and/or interpret financial document summaries, investment performance reports and income projections for clients. Monitor market trends and research available investment opportunities to determine suitability or best interest for clients' financial plans. Compliance: Meet the fiduciary duty and regulatory aspects of the role. Keep detailed records of the services provided. Maintain thorough knowledge of federal and state laws regarding investments, financial advice, and fees for financial services. What We Offer: Competitive Compensation Structure Full Medical, Dental, Vision Paid Vacation/Sick Leave/Holidays Support and overhead are paid by Gulf Coast Bank. The opportunity to find new clients through assigned branches' client base and referrals. Requirements: Bachelor's degree preferably in Business, Finance, Accounting, or related field. 5+ years of sales experience. 3+ years of related experience in investment sales, Brokerage/Insurance and/or Banking/Retail. Must currently possess Life, Health and Accident Insurance Licenses - fixed annuity and variable annuity and be in good standing. Must currently possess FINRA Investment License(s) - Series 7 and Series 66, or Series 7 with Series 63 and 65 and be in good standing. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Description Join us as an Entry-Level Financial Advisor at New York Life/NYLIFE Securities LLC, where your leadership skills will flourish. You'll thrive in a supportive environment that empowers you to make a meaningful impact on the financial well-being of individuals and families. As part of a Fortune 100 company, you'll receive comprehensive training in marketing, CRM, and communication, all backed by a dedicated team committed to your growth. With access to professional development and a collaborative culture, you'll be at the forefront of driving positive change. In this role, you'll have the opportunity to shape your career path and take charge of your professional future. We're here to invest in you from day one, providing the tools and support you need to thrive. Our focus on innovation and employee growth ensures you'll enjoy flexible working hours and competitive compensation. Let's embark on this journey together, creating a lasting impact and building a rewarding career where your ambitions align with the goals of New York Life. Compensation: $107,500 - $141,231+ yearly Responsibilities: Guide clients in understanding their financial goals and developing personalized strategies to achieve them. Conduct thorough assessments of clients' financial situations to provide tailored advice and solutions. Collaborate with team members to enhance client experience and ensure seamless service delivery. Stay informed about industry trends and regulatory changes to offer up-to-date advice and solutions. Utilize CRM tools to maintain accurate client records and track progress towards financial objectives. Participate in ongoing training and professional development to enhance your skills and knowledge. Communicate complex financial concepts in a clear and approachable manner to clients and team members alike. Qualifications: Experience in financial planning or related field is a plus, but not required. Ability to communicate complex financial concepts clearly and effectively. Proven track record of building strong client relationships through trust and transparency. Ability to work collaboratively within a team to enhance client experience. Familiarity with CRM tools for maintaining client records and tracking progress. Commitment to ongoing professional development and staying informed about industry trends. Strong analytical skills to assess clients' financial situations and develop tailored strategies. About Company New York Life Insurance Company/NYLIFE Securities is a large business in New York, NY. We are professionals, and our goal is to make a lasting impact on the financial well-being of individuals, families, and small businesses. **********************************************

Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account. Intern - Bank Secrecy Act JOB FUNCTION / SUMMARY: The Bank Secrecy Act Analyst Intern is responsible for assisting in the monitoring and reporting of customer and transaction information in accordance with the requirements of the Bank Secrecy Act and related laws and regulations. Specific duties may include the preparation and review of Currency Transaction Reports and monetary instrument recordkeeping requirements, monitoring of Customer Identification Program (CIP) compliance through validation and exception reporting, and/or support of day-to-day BSA operations related to Office of Foreign Assets Control and Sanctions screening. The Intern is responsible for participating in and contributing to a variety of initiatives and projects as well while gaining a working hands-on knowledge of the subject matter(s) covered. Responsibilities may include, but are not limited to, developing expertise in the assigned areas, analyzing and reporting on various subjects, coordinating efforts across and within business lines, assisting with various client activities and communicating with various levels of internal staff and external clients. ESSENTIAL DUTIES & RESPONSIBILITIES: Examines system generated reports to determine if situations meet the established criteria for filing of CTR's or recordkeeping requirements. Conducts analysis on transactional data to make determinations of irregular activity through understanding of industry norms, historical customer activity and regulatory definitions of suspicious activity. Conducts investigations of suspect account activity using the Bank's resources (i.e., system software, reports, databases, and system applications). Reviews Customer Identification Program (CIP) exception reports and automated verification alerts to determine if exceptions to regulatory requirements and/or Bank policy have occurred, distributes notification of exceptions to responsible bank associates, and monitors responses to insure timely and effective resolution of exceptions. Reviews system generated alerts and referrals from Operating Units of the bank involving customers and transactions that may represent violations of OFAC sanctions and other watch lists utilized by the bank, and refers potential risk issues to management for further action. Participates in meetings with management to learn about the company's objectives and processes. Proactively seeks knowledge and mentorship from team members and leaders to develop a thorough understanding of banking products, services, programs and systems. Responsible for participating in the development, planning, or execution of assigned projects or programs. Supports team members with scheduled daily tasks, reporting and ad hoc requests. Provides administrative support by preparing executive summary reports, proposals, presentations, or related tasks. Participates in special projects or other assignments, as needed, to support the department. Participates in the department's various continuous improvement initiatives. SUPERVISORY RESPONSIBILITIES: None MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE: Minimum preferred cumulative GPA of 3.0 or higher. Currently pursuing a Bachelor's or Master's degree required. Business majors preferred. Be a highly motivated self-starter who takes initiative. Demonstrates strong analytical and problem-solving skills. Possesses critical thinking, communication and teamwork skills. Authorized to work in the U.S. on a permanent basis. Note, Hancock Whitney will not provide any assistance or sign any documentation to support immigration sponsorship or benefit including but not limited to optional practical training (OPT) or curricular practical training (CPT). ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS: Ability to travel if required to perform the essential job functions. Ability to work under stress and meet deadlines. Ability to operate related equipment to perform the essential job functions. Ability to read and interpret a document if required to perform the essential job functions. Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement. Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors 1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing 2 $257 billion retail investment client assets held or managed by Northwestern Mutual 3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength 4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.

PURPOSE OF THE JOB HB Financial is seeking an experienced Financial Advisor who is a self-starter and thrives in a team environment. This position is ultimately responsible for business development by profiling and building new client relationships. The individual will also provide exceptional service to prospects and clients of HB Financial in order to pursue client goals and objectives. MAIN DUTIES OF THE JOB Interview and advise financial institution customers and prospects to obtain information including financial background and investment goals to develop a customer profile and define appropriate investment strategies. Use financial planning as a tool in uncovering customer needs. Engage in business development strategies through an integrated marketing program, including branch training and relationship development, telephone solicitation, individual and group presentations, direct mail programs, follow-up calling, and other prospecting methods. Open customer accounts, initiate and confirm customer orders, maintain customer files and records, and prepare all required reports. Maintain client relationships including but not limited to planning, education, coaching and implementing solutions as needed. Maintain all information related to customer accounts and affairs of the financial institution in strict confidence. Attend educational classes and participate in required continuing educational courses available through our broker-dealer or other appropriate channels. Keep up-to-date regarding changes in services, products, and policies of the bank's broker-dealer. Refer customers to the financial institution when other products and services of the financial institution may be appropriate. WHAT YOU WILL NEED TO SUCCEED A Bachelor's degree - from a four-year College or University; or equivalent experience required. 3+ years industry experience and direct sales experience required. Previous securities sales experience in a banking environment is a strong plus. Series 7 and appropriate state insurance and investment licenses. Ability to excel as a member of a wealth management team. Ability to build relationships with customers and branch personnel. HOME BANK IS AN EQUAL OPPORTUNITY EMPLOYER GOOD CREDIT IS A MUST CREDIT REPORT IS REQUIRED FOR EMPLOYMENT

Independent Financial Advisor (Own your book of business) Magnolia Wealth Strategies - A Mass Mutual firm, is a full-scale, Independent Financial firm, with advisors and offices throughout 4 states. Our firm takes a more holistic approach when doing business. We offer an extensive variety of products to help meet the financial needs of clients and business owners. Services include but not limited to, Financial Planning, Estate Planning, Wealth Management, Life insurance, Disability Income Insurance, Long Term Care, Annuities, Property and Casualty Insurance, Group Benefit's and much more. Mass Mutual- Recognized as a 2020 World's Most Ethical Companies Score of 100 on the Human Rights Campaign Corporate Equality Index 2020 Diversity Best Practices Inclusion Index Company 2019 Military Friendly Employee TOP 7 INDEPENDENT BROKER-DEALER Qualities Strong communication and relationship building skills with a focus on putting people first Willingness to learn Problem solver A strong relationship-builder who takes a people-first approach A dedicated individual: independent, self-motivated and goal-oriented Ability to listen and obtain knowledge of products and services We will help you by providing… DAY ONE, we provide you with the Training materials and sponsor you to get the SIE, Series 7 Topper & Series 66 DAY ONE, you're placed in a Financial Planning Group where you'll learn to build, develop and execute financial plans Full time expert Coaches that train you to develop rapport & professional confidence, communication techniques, to identify and research markets and product training Payouts: Fixed products range from 40-65% and Registered products payouts range from 40%-82% Leads provided daily Full support with Compliance, Marketing and Technology Qualifications Bachelor's Degree or work-related experience. State insurance licensed - Life, Accident, and Health, or willingness to get licensed. Excellent financial, analytical, and critical-thinking skills. Sales experience is a plus Ability to problem solve to reach resolution SIE, Series 6/7, preferred, not required Pay and Benefits You can be eligible for Health Ins, Dental Ins, Vision Ins, Life Ins, 401k matching...) Professional development assistance Bonus and Incentives Business owner Opportunity· Expanding personal knowledge and skills through ongoing professional development and joint work with fellow Agents

Our paid internship program is designed to accomplish three things: 1) provide the intern an opportunity to work with a team on a relevant project(s) within our Financial Audit Services section, 2) formally train and develop their skills, and 3) provide him/her with a realistic preview of what full-time employment is like as a staff auditor. Responsibilities Job Distinctions The Financial Audit Intern position differs from the Financial Staff Auditor I position by the obligation to rapidly expand knowledge and skills in the application of professional standards and by the level of technical work performed. Examples of Work/Skills Demonstrate the ability to effectively communicate with supervisors, co-workers, and auditee personnel. Demonstrate the ability to follow instructions and accept constructive feedback from supervisors. Analyze information and data to evaluate agency financial activities in relation to statutes, regulations, fiscal rules, generally accepted accounting principles, and standards of program efficiency and effectiveness. Demonstrate appropriate attention to detail. Organize audit documentation in a logical order that can be easily followed by supervisors and other members of the audit team. Seek supervisor guidance in applying judgment in a manner commensurate with experience. Accept responsibility for actions. Adhere to LLA standards of conduct and protocols. Maintain a positive, constructive attitude and works well with others. Maintain confidentiality of client information. Perform other tasks as assigned by a supervisor. Other Duties & Responsibilities The above statements are intended to describe the general nature and level of the work being performed by individuals assigned to this position. They are not an exhaustive list of all duties and responsibilities associated with it. The absence of specific statements of duties does not exclude those tasks from the position if the work is similar, related to, or a logical assignment for the position. Qualifications Minimum Qualifications Completion of 12 hours in Accounting. Minimum 2.5 grade point average (GPA). Work a minimum of 15-20 hours per week. Please visit our career site at *************** or apply directly for this position by creating a profile and uploading the following information to ********************************************* Resume Cover letter Official or Unofficial College transcripts

The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Responsibilities Identify market(s) and develop appropriate marketing plan. Prospect and network for middle-market clients by identification of qualified names and making initial contacts. Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. Adequately prepare for all appointments through established processes. Conduct all appointments using Western & Southern Life consultative practices and processes. Effectively sell insurance and investment solutions. Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future. Market for the purposes of developing the Western & Southern Life brand at the local level. Proactively develop community relationships to cultivate and strengthen presence in target market(s). Maintain personal contact with clients to ensure their evolving financial needs are being met. Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. Accurately maintain client and company records, payments, etc., in a timely manner. Operate an automobile during both day and night hours. Qualifications High level of integrity. Strong work ethic and willing to work hours that include weekday evenings and weekend hours. Strong interpersonal, relationship, and influence skills. Effective communication skills including listening, speaking and writing. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. The ability to influence others to take needed action. Demonstrate personal drive and resilience to achieve goals. Willing and able to network for new clients. Educational Requirements Minimum high school diploma or equivalent; college degree preferred. Computer Skills and Knowledge of Hardware & Software Required Working knowledge of word processing and spreadsheet applications. Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) Obtain and hold State Life and Health license prior to hire. Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment. Position Demands Access to an automobile and ability to maintain a valid driver's license.

Our paid internship program is designed to accomplish three things: 1) provide the intern an opportunity to work with a team on a relevant project(s) within our Financial Audit Services section, 2) formally train and develop their skills, and 3) provide him/her with a realistic preview of what full-time employment is like as a staff auditor. Responsibilities Job Distinctions The Financial Audit Intern position differs from the Financial Staff Auditor I position by the obligation to rapidly expand knowledge and skills in the application of professional standards and by the level of technical work performed. Ot Examples of Work/Skills Demonstrate the ability to effectively communicate with supervisors, co-workers, and auditee personnel. Demonstrate the ability to follow instructions and accept constructive feedback from supervisors. Analyze information and data to evaluate agency financial activities in relation to statutes, regulations, fiscal rules, generally accepted accounting principles, and standards of program efficiency and effectiveness. Demonstrate appropriate attention to detail. Organize audit documentation in a logical order that can be easily followed by supervisors and other members of the audit team. Seek supervisor guidance in applying judgment in a manner commensurate with experience. Accept responsibility for actions. Adhere to LLA standards of conduct and protocols. Maintain a positive, constructive attitude and works well with others. Maintain confidentiality of client information. Perform other tasks as assigned by a supervisor. Other Duties & Responsibilities The above statements are intended to describe the general nature and level of the work being performed by individuals assigned to this position. They are not an exhaustive list of all duties and responsibilities associated with it. The absence of specific statements of duties does not exclude those tasks from the position if the work is similar, related to, or a logical assignment for the position. Qualifications O Minimum Qualifications Completion of 12 hours in Accounting. Minimum 2.5 grade point average (GPA). Work a minimum of 15-20 hours per week. Please visit our career site at *************** or apply directly for this position by creating a profile and uploading the following information to ********************************************* Resume Cover letter Official or Unofficial College transcripts

Gain valuable insight into the banking industry through daily business interactions while learning the importance of building relationships and enhancing a strong work ethic. Opportunities will range from Accounting/Finance, Mortgage, Operations, Lending, Human Resources, etc. into the area of your field of study and you will develop a wide range of general business skills and etiquette, through real-world experiences, applications and processes. Origin Bank is excited to announce we're hiring for our G.I.V.E Summer Internship Program! We are currently seeking Junior and Senior college level students to work as an Intern for an 8-week summer internship starting early June and ending early August 2026. Our G.I.V.E Internship Program (Giving Interns Valuable Experience) provides the opportunity for interns to gain valuable insight into the banking industry through daily business interactions while learning the importance of building relationships and enhancing a strong work ethic. As an intern, you will develop a wide range of general business skills and etiquette, through real-world experiences, applications and processes. The ideal Financial Reporting Intern will work closely with the Financial Reporting team and will perform the following duties: * Assist with the preparation and review of quarterly financial reports, including Form 10-Q, earnings releases, and investor presentations by performing tie-outs, footings, and spell checks prior to submission. * Roll forward financial reporting schedules, including Proxy and Form 11-K documentation, following external filings. * Prepare and post journal entries in PeopleSoft to support financial close and reporting activities. * Gather supporting documentation and reconcile amounts for EPS calculations and equity roll-forward schedules. * Extract general ledger data from PeopleSoft to support quarterly filings, including variance analysis for non-interest income and non-interest expense. * Maintain and update historical financial reporting data within centralized Excel workbooks. * Organize and maintain Excel workbooks by cleaning unused cells, improving structure, and ensuring documentation is clear and accurate. Qualifications / Skills * Proficiency in Microsoft Office (Excel, Word, Outlook), with strong Excel skills including formulas, VLOOKUP/XLOOKUP, and pivot tables. * Ability to follow, understand, and recreate Excel formulas using prior support documentation. * Strong attention to detail with a high level of accuracy. * Ability to manage deadlines while maintaining strong organizational skills. * Effective time management skills with the ability to multitask and prioritize work. * Strong written and verbal communication skills. Preferred Major: Accounting Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 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 a valued part of our firm, 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. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., 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 clients 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. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team 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. **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 (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor 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 9 million clients and 20,000 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 2024, data as of December 2023. 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.

**_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_** + Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes. + Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies. + Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience. + Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems. + Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce. **_Qualifications_** + Bachelor's degree in related field, or equivalent work experience, preferred + 4-8 years of pricing and/or contracts experience or similar work experience preferred + 2+ years in a customer facing capacity highly preferred + Experience with the following systems preferred + SAP/Business Objects + Salesforce + MS Excel + MS Vizio/Lucid Chart **_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:** 02/06/2026 *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 \#LI-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 (***************************************************************************************************************************

Key Responsibilities Support financial planning, analysis, and reporting to guide operational and strategic decisions. Prepare monthly and quarterly financial reports, highlighting trends and key performance insights. Assist in budgeting, forecasting, and cost tracking across departments and product lines. Reconcile financial data to ensure accuracy and consistency in reporting and accounting records. Support inventory, purchasing, and project cost analysis for manufacturing operations. Collaborate with leadership to evaluate new investments, vendor agreements, and grant budgets. Help implement financial controls, process improvements, and reporting automation as DMR scales. Required Qualifications Bachelor's degree in Finance, Accounting, Economics, or related field. 3+ years of experience in financial analysis, accounting, or similar roles. Strong Excel and data modeling skills; familiarity with accounting or ERP systems. Understanding of budgeting, forecasting, and variance analysis. Excellent attention to detail and analytical thinking. Strong communication skills and ability to translate data into actionable insights. Preferred Qualifications Experience in manufacturing, technology, or aerospace industries. Familiarity with cost accounting, inventory management, or supply chain finance. Knowledge of financial software (QuickBooks, NetSuite, or similar). Experience supporting grant reporting or government contract compliance. Ability to work in a dynamic, fast-paced environment with evolving priorities. Ideal Candidate Profile Detail-driven and proactive, with a strong sense of ownership. Comfortable working cross-functionally with operations, sales, and engineering. Excited by the opportunity to help build financial infrastructure for a growing tech company. Thrives in an entrepreneurial culture where innovation meets accountability. Motivated by DMR's mission to drive efficiency and innovation in precision agriculture.

Have you ever thought about those "moments that matter" in your life? Do you want to be a part of making those moments reality for others? Then join the Stuller, Inc. community as our Customer Data Intern! You'll have the opportunity to demonstrate your talent and build the experience and successful track record you need to advance your career with our dynamic company. The Customer Care Operations team supports call center excellence by partnering with leadership to optimize staffing, streamline training, and ensure a balance of structure and flexibility. The team drives performance through data-driven planning, ongoing development, and real-time workforce management. As a Customer Data Analyst Intern, you will complete a project focused on customer data exploration and AI utilization for unstructured data. You will be responsible for building relationships with Customer Care leadership and Logistics Leadership helping them learn how to understand how workforce management and customer feedback play an integral role in planning each of these divisions. You will leverage your analytical mindset and create actionable plans to support the business. You will collaborate with internal leaders who have various needs and find the right balance between structure/consistency and autonomy/flexibility that propels all teams within the organization to deliver the best customer experience in their communications. Key Responsibilities: * Explore and learn our systems, including Salesforce, LevelAI, and MicroStrategy. * Review existing data from daily, weekly, and monthly reporting from the Customer Experience team for customer feedback. * Analyze our first 6 months of unstructured data and use our new AI tool to develop the topics, sentiment breakdown, and areas of opportunity to the business that will allow for future growth and a better service level. Basic Qualifications: * Senior working towards undergraduate degree, an MBA student focused on Data Analysis or recent graduate in relevant field. * Strong analytical and organizational skills, including trend analysis and identification. * Advanced skills with Excel and data visualization tools * Proficient with time management. Ability to plan, prioritize, and organize effectively. * Self-motivated with the demonstrated ability to learn and apply new information quickly and take initiative to dig deeper into the data. This role requires candidates to have work authorization to work in the United States without the need for visa sponsorship, either currently or in the future.

GENERAL SUMMARY OF DUTIES: Financial Aid Representatives help guide students through the financial aid process; analyze and evaluate student financial needs to determine the best course of action; have a thorough knowledge of various federal, state and college financial aid packages and be able to refer potential candidates to the appropriate source; offer information and advice regarding eligibility criteria and responsibilities, help explain policies and provide guidance through the application process; responsible for tracking all financial aid documents during the process ESSENTIAL FUNCTIONS: · Interprets, implements and ensures the College is in compliance with state and federal agencies by maintaining a thorough knowledge of federal and state financial aid and veterans' affairs administration rules and regulations · Counsels and advises students concerning financial aid opportunities, application processes and financial management strategies; Educates students in the identification of all sources of financial aid available, including the requirements and regulations within programs · Effectively communicates to students the importance of submitting documentation for file completion; This can be in the form of calling the student, going to the classroom to retrieve the student and sometimes receiving authorization from the Director of Financial Aid to block the student from attending class · Determines eligibility and awards financial aid applicants utilizing various software packages; This includes processing applications and corrections, document tracking, completing the verification process, generating tracking and award notifications · Generates and prepares status and project reports for the financial aid and veterans' affairs program · Responds to student inquiries · Communicates with appropriate state and federal agencies to resolve any conflicting issues as needed · Works with Admissions to ensure that issues with enrolling students have been identified and resolved in a timely manner · Participates in the ‘Stitch in Meetings' - must provide all required documentation for review of files · Maintains responsibility for specific student portfolio group throughout the student's program · Works closely with the Business Office (if applicable) to ensure that all forms of monies are reconciled and files are resolved · Assists Corporate Office with the collection of funds and resolving verification issues in a timely manner · Scan all financial aid documents and send to Corporate Office · Run Expected Cash and Aged Report to assist in monitoring monies · Run daily ISIR Report to track possible issues with verification · Assist with the reconciliation of all Title IV programs EDUCATION: · Bachelor's Degree in Education, Finance, Business Administration or Accounting, preferred EXPERIENCE: · One (1) to three (3) years of increasingly responsible professional level administrative experience in a financial aid setting · Broad skills in financial aid methodology, financial aid software and federal regulations governing student financial aid programs preferred KNOWLEDGE: · Federal, local and state programs that provide financial assistance to students · Pertinent laws, rules and regulations such as Federal Title IV regulations · Various software programs and data systems as they relate to financial aid SKILLS: · Planning and organizational skills · Effective oral and written communication skills · Interpersonal skills including tact, patience and courtesy · Demonstrate analytical, organizational and supervisory skills ABILITIES: · Ensure timely and efficient delivery of student financial assistance to qualified applicants · Interpret federal and state financial aid regulations and determine appropriate course of action · Monitor and award federal and state financial aid programs · Gather, compile and analyze data and prepare reports · Establish and maintain effective working relationships with faculty, staff, students and administration · Perform consistently under the pressure of deadlines and other administrative demands · Work cooperatively with others

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will join a culture that has received multiple top “Places to Work” awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions What you'll be doing: As an Audit intern, you will be working with the audit team in performing detailed verification procedures necessary to perform examinations of our clients' financial statements. This includes both public and private client engagements. We're looking for someone who has: Have the availability to full-time during core business hours Live in commutable distance to your assigned office Work in-person at your assigned office Ability to complete the entire Summer Internship Program starting on June 8, 2026 Basic Qualifications: Current Sophomore or Junior (who is applying for a 5-year Master's degree program), or on track to complete 150 credits for CPA-eligibility 0-2 years recent public accounting experience Must be legally authorized to work in the United States without the need for employer sponsorship, now or at any time in the future Preferred/Desired Qualifications: 150-Date/Final Graduation of December 2026 through September 2027 Strong academic track record (Minimum GPA: 3.0) Strong MS Excel and MS Word Strong time management and organizational skills Strong work ethic with the ability to work independently and with a team Great communication, leadership, and analytical skills About our Audit Team In the EisnerAmper Audit Group, we're transforming the traditional reputation of auditing. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements. To stay up to date with evolving industry processes and regulations, we place a heavy emphasis on continued education and the consistent adoption of new technologies. This enables us to effectively innovate, grow as individuals, and provide faster, more accurate solutions and due diligence for our partners. Acting as a trusted third party to our clients, we provide solutions that create assurance and peace of mind. Because we understand trust comes with time, we define success by the relationships we create and foster. We act as a trusted business advisor every step of the way, from a client's first financial report to their close of business. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,500 employees and more than 450 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today, and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers and investors who serve these clients. EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. Should you need any accommodations to complete this application please email: ********************************* Preferred Location:Lafayette

Job Description Title: Finance Analyst Status: Full-Time, Exempt Company: T. Parker Host Reports To: Corporate Controller The FP&A team is a key asset in the future growth of HOST. This individual will be responsible for the Company's monthly financial reporting and forecasting, annual budgeting process, operating plan variance analysis and special projects. Essential Responsibilities and Duties: Analyze current and past trends in key performance indicators including all areas of revenue, expenses and capital expenditures. Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance Manage the continued development of Budgeting, Financial Forecasting, Operating Plan and Modeling Tools Ad-hoc reporting and analysis Improve performance by evaluating processes to drive efficiencies Develop financial models and analyses to support strategic initiatives Prepare presentations Analyze complex financial information and reports in order to provide accurate and timely financial recommendations to management Support leadership with in-depth analysis Other duties as assigned Education, Knowledge, Experience, Skills and Abilities Required: Bachelor's degree in business administration, finance, accounting, economics, or other related course of study Minimum five years of professional-level FP&A experience Working knowledge of financial analysis best practices Strong organizational, interpersonal, verbal and written communication skills Advanced competency in Microsoft Excel and PowerPoint Strong analytical skills Presentation skills Proficiency in business math Ability to work under pressure Ability to handle multiple projects in a fast-paced environment Highest standards of accuracy and precision; highly organized Ability to roll up sleeves and work with team members in all departments Physical Requirements: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers/scanners, filing cabinets. While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; and taste or smell. Specific vision abilities required by the job include close vision, distance vision Core Principles: All team members must demonstrate an ability to adhere and understand the core principles of the company. This team member must be able to provide value and depth to the Core Principles of Host. Our people are our greatest assets. Their safety is our top priority. We provide exceptional service. We believe every relationship is important. We are detectives, understanding all activities within our markets. We know today's opportunities are tomorrow's growth. We conduct all business with integrity. We build on our legacy. Position Specific Behaviors Team player Makes decisions and executes quickly Honesty and integrity Adaptable and flexible Collaborative- works well with others Excels in high growth, entrepreneurial and meritocratic environment Comfortable with ambiguity Strong intellectual curiosity Thrives in a pressurized work environment Demonstrated Competencies to be Successful at Host Self- starter Problem solving Communication Customer Focus Accountability Executing both short-term plans and long-term plans tied to vision and “big picture” goals

The Financial Analyst I is responsible for performing comprehensive analyses and projections relating to business trends to improve the School's operational and financial effectiveness. Performs analysis of financial reports and data and assists the Director of Financial Planning & Analysis and AVP Finance & Decision Support in preparing subsequent narrative analysis for management inclusive of recommendations. Develops contract revenue payout worksheets to ensure supplemental pay is calculated in line with executed contract terms.• Basic knowledge of generally accepted accounting principles (GAAP). * Strong analytical and problem-solving skills. * Ability to prepare financial reports and forecasts and form data-based solutions. * Excellent oral and written communication skills, as well as the ability to interact with individuals internal and external to the organization in an effective, courteous, and productive manner. * Excellent organizational skills; the ability to prioritize work to meet anticipated and established deadlines. * Strong attention to detail, follow-through, and the propensity to bring projects or issues to closure. * Ability to analyze possible solutions using technical experience. * Proficient computer skills, including Microsoft Office (with expertise in Excel). * Bachelor's Degree in accounting, finance, business, or related. * Two (2) years of directly related experience. * Previous experience working in a Higher Education and/or Healthcare setting. * Working knowledge of the Microsoft Teams environment.