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  • Head of Finance

    Pear Suite

    Finance internship job in Seattle, WA

    Why Pear Suite? Pear Suite is a mission-driven healthcare technology company transforming how community-based care is delivered. Our platform empowers community health workers, doulas, and other frontline providers with tools to coordinate care, track outcomes, and improve health equity. We partner with organizations serving Medicaid and Medicare populations, delivering social and preventive care at scale. About the role We're seeking a Head of Finance to build and lead our finance function. This is both a strategic and hands-on role: you'll guide financial planning, reporting, and decision-making while rolling up your sleeves to manage the day-to-day. You'll oversee one direct report and partner closely with our executive team to ensure strong financial health as we scale. What you'll do Lead all aspects of finance, including book keeping, FP&A, budgeting, and forecasting. Partner with leadership to develop financial strategy, pricing models, and growth scenarios. Oversee monthly close, financial reporting, and compliance requirements. Manage cash flow, expenses, and vendor relationships. Build scalable financial processes, tools, and controls appropriate for a high-growth SaaS startup. Provide data-driven insights and dashboards to inform business decisions. Mentor and manage one direct report, fostering professional development. Serve as the go-to finance partner for cross-functional teams (sales, operations, people, product). Qualifications 7+ years of progressive finance/accounting experience, ideally with startup or SaaS exposure. Minimum 3 years of experience in healthcare or healthtech sectors. Demonstrated success in optimizing revenue cycle management (RCM) and driving financial performance (strongly preferred). Strong understanding of SaaS metrics (ARR, CAC, LTV, churn, etc.). Proven success in FP&A, forecasting, and business partnering with leadership teams. Experience with capital and debt financing strategies to support company growth. Skilled in strategic Board of Director engagement, to include preparation and presentation of financial insights. Experience managing small teams and developing direct reports. Comfort balancing strategic thinking with hands-on execution. Excellent communication skills-you can make finance clear and actionable for non-finance leaders. CPA, CFA, or MBA is a plus. What we offer The compensation range for this position is $140,000-$180,000 A mission driven culture that values innovation, collaboration and growth #J-18808-Ljbffr
    $140k-180k yearly 5d ago
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  • Financial Advisor (Career Changers Encouraged, Training & Mentorship Provided)

    Northwestern Mutual 4.5company rating

    Finance internship job in Seattle, WA

    About the Company Northwestern Mutual was named one of the World's Most Admired Companies in our industry by Fortune's annual survey in 2024 and ranked 111 by Fortune 500 , affirming we are among America's premier companies. For over 165 years, our Financial Advisors have helped clients through comprehensive and innovative financial planning, keeping them consistent and on track to meet their financial goals. About the Role As a Northwestern Mutual Financial Advisor, you'll build lasting relationships with your clients, help them achieve their goals towards financial security, and help solidify your future, too. Through our award-winning training and development programs, career changers like yourself are assigned a mentor and receive ongoing support to help you build your career. Your hard work will be rewarded with opportunities for growth and unlimited income potential. Responsibilities --- As a successful Financial Advisor, YOU are: Able to build strong relationships and develop a trustworthy network Eager to learn and continue learning beyond the sponsored licensing and knowledge of Northwestern Mutual financial products, as well as uncover market trends with full support from our Training and Development Team Ready to influence and help others by presenting clients with an integrated financial plan developed by our secure Financial Planning Team Excited to take ownership of your business's development and manage your process with flexibility and unlimited income potential Must be available to work in Seattle. This is an opportunity to Build a Business for Yourself, but Not by Yourself Benefits of Working with Northwestern Mutual: · Medical - High deductible and traditional co-pay plans available · Dental, Vision & Flexible Spending Accounts available · Retirement Package and Pension Plan funded by Northwestern Mutual · Life Insurance and Disability Income Insurance · 100% paid licensing, business coach, branding and marketing team · Exceptional income potential that is directly related to your sales results and the relationships you develop with your clients. Financial Advisors are compensated through commissions, renewals, and bonuses. (A verage uncapped annual earnings of $70K-$250K+ as company average for representatives in the first 3 years ) · Family Planning - Maternity, short-term disability, & adoption assistant available as well as access to family planning specialists · Wellbeing - A life assistance program that provides confidential and personalized content and tools to assist in all aspects of your life. · LGBTQ+ gender health services and transgender care · Study groups for insurance licensing, SIE, Series 6, Series 63 · Flexible work schedule & time off Required Skills Strong relationship-building skills Willingness to learn and adapt Ability to present integrated financial plans Entrepreneurial mindset Accolades, Ratings and Assessments: Northwestern Mutual is consistently named one of “America's 50 Best Companies to Sell For” by Selling Power Magazine. Received the highest available ratings for financial strength awarded to any life insurer from the four major rating agencies: Standard & Poor's, Moody's Investors Service, Fitch Ratings and A.M. Best. Honored as one of the “World's Most Admired Companies” in the life insurance industry according to Fortune Magazine. Business Week recently recognized Northwestern Mutual as one of the “Best Places to Launch a Career.”
    $55k-94k yearly est. 3d ago
  • Financial Analyst

    LHH 4.3company rating

    Finance internship job in Wilsonville, OR

    Operations Financial Analyst Compensation & Benefits Base Salary: $85,000-$100,000, depending on experience Medical, Dental & Vision: Employer-paid for employees and dependents 401(k): 100% match on the first 3% contributed, then 50% match on the next 3% Time Off: 15 days PTO + 7 paid holidays About the Role The Operations Financial Analyst is a key business partner to Operations and Project Management, responsible for analyzing financial performance across a portfolio of construction projects, developing and monitoring budgets, and delivering clear, actionable insights to both financial and non‑financial stakeholders. This role is especially critical as the organization moves through post-acquisition change and process improvements, helping to establish scalable reporting and forecasting routines. Key Responsibilities Project Financial Analysis: Review project budgets, expenses, forecasts, and profitability across a book of construction projects; identify trends and drivers to support decision‑making. Budgeting & Forecasting: Develop and monitor budgets at the company and project levels; collaborate with Estimating and PMs to align assumptions and timelines. Variance Analysis & Storytelling: Prepare and present variance analyses comparing expected vs. actuals; translate results into concise, business-friendly explanations for PMs and leadership. Cross‑Functional Partnership: Work closely with Project Managers, Estimators, Accounting (GL/AP/AR/Payroll), and Operations to provide timely financial guidance and recommendations. Process Improvement: Support and help lead ongoing process and reporting enhancements to increase accuracy, speed, and consistency (particularly during the transition to new processes). Reporting & Tools: Build and refine reports/dashboards using Sage 300, Prophix, and Excel to drive visibility on cost, margin, cash flow, and schedule impacts. Qualifications Must‑Haves 3-5+ years of Finance and/or Accounting experience with a strong focus on project analysis and budgeting Advanced Excel skills (pivot tables, VLOOKUP, and complex formulas) Proven ability to distill complex financials into clear, actionable narratives for non‑financial audiences Understanding of the construction project life cycle (bids/estimates, WIP, percent‑complete, change orders, close‑out) Nice‑to‑Haves Construction industry experience Experience with Sage 300 and Prophix Equal Opportunity We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, protected veteran status, or any other characteristic protected by law. We provide reasonable accommodations to individuals with disabilities throughout the recruitment process.
    $85k-100k yearly 18h ago
  • Financial Analyst

    Us Tech Solutions 4.4company rating

    Finance internship job in Beaverton, OR

    Who you'll work with We are seeking a Finance Analyst who will partner with the Product Merchandising organization to drive sustainable and profitable growth for a segment of the business through the product creation lifecycle. We need someone to partner with both Finance partners (Revenue and Margin Finance) and cross-functional partners (Product Management, Development, and Merchandising). Who we are looking for We need a self-starter who can deliver results in ambiguous situations using strategic and financial insights, both written and visual, to help influence cross-functional partners. The candidate needs to have strong attention to detail and the ability to translate financial metrics across a wide range of cross-functional audiences. We are also seeking a team player who is curious to learn and driven to develop their skillset. Requirements for the role include: Bachelor's degree or higher in Finance, Accounting, Business or a closely related field. MBA a plus. Advanced level proficiency in Microsoft Excel and PowerPoint. Demonstrated ability to complete quantitative and qualitative analysis and to run financial models. Proven experience in effectively supporting and working with senior leadership. 2-4 years' experience in financial analysis, financial/strategic planning, accounting and/or budgeting preferred. What you'll work on First and foremost, you will be the main finance partner for the Product Creation teams and have a seat at the table with leadership for a segment of the business. In addition: You will partner with our Product Teams to translate strategic margin targets into seasonal margin plans while ensuring alignment with leadership. You will proactively identify the financial implications of product decisions and articulate solutions that meet the needs of business partners. You will work across the broader Margin Planning team to help drive projects that improve overall margins. You will track margin attainment each season and work with the product teams on scenario plans to improve margin. You will provide ad hoc margin analysis to the team and be a strategic business partner to influence price, cost and demand. About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************ US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Ensures effective and efficient operations through conducting operations analyses (i.e. operational effectiveness and capacity utilization), and recommends improvements. Details Job ID-25-55472
    $58k-80k yearly est. 1d ago
  • Financial Analyst

    Net2Source (N2S

    Finance internship job in Beaverton, OR

    Title: Finance Analyst 2 Duration: 8+ months contract Payrate: $42/hr on w2 Who You will work with We are seeking a Finance Analyst who will partner with the Product Merchandising organization to drive sustainable and profitable growth for a segment of the business through the product creation lifecycle. We need someone to partner with both Finance partners (Revenue and Margin Finance) and cross-functional partners (Product Management, Development, and Merchandising). WHO WE ARE LOOKING FOR We need a self-starter who can deliver results in ambiguous situations using strategic and financial insights, both written and visual, to help influence cross-functional partners. The candidate needs to have strong attention to detail and the ability to translate financial metrics across a wide range of cross-functional audiences. We are also seeking a team player who is curious to learn and driven to develop their skillset. Requirements for the role include: ● Bachelor's degree or higher in Finance, Accounting, Business or a closely related field. MBA a plus. ● Advanced level proficiency in Microsoft Excel and PowerPoint. ● Demonstrated ability to complete quantitative and qualitative analysis and to run financial models. ● Proven experience in effectively supporting and working with senior leadership. ● 2-4 years' experience in financial analysis, financial/strategic planning, accounting and/or budgeting preferred. What will you work on: First and foremost, you will be the main finance partner for the Product Creation teams and have a seat at the table with leadership for a segment of the business. In addition: ● You will partner with our Product Teams to translate strategic margin targets into seasonal margin plans while ensuring alignment with leadership. ● You will proactively identify the financial implications of product decisions and articulate solutions that meet the needs of business partners. ● You will work across the broader Margin Planning team to help drive projects that improve overall margins. ● You will track margin attainment each season and work with the product teams on scenario plans to improve margin. ● You will provide ad hoc margin analysis to the team and be a strategic business partner to influence price, cost and demand.
    $42 hourly 3d ago
  • Spring '26 Campaign Finance Intern

    Cary Street Partners 3.6company rating

    Finance internship job in Washington

    Spruce Street Compliance is a political and nonprofit compliance consulting firm based out of Philadelphia, PA and Washington, DC. Our firm is committed to supporting progressive causes and candidates nation-wide through comprehensive financial management. The Campaign Finance Intern will work in-person in our DC office with our current Compliance Associates to complete the daily tasks associated with oversight and compliance for our clients. This position will report to the firm's Associates. Responsibilities· Picking up client mail and donations from local fundraising offices· Assist with client data entry and bank deposits· Compose and mail out compliance correspondence· Tasks assigned by Managers and Principal Experience and Skills· Strong attention to detail and organizational skills· Familiarity with Microsoft Office and/or Google Workspace· Ability to manage multiple projects at once and meet strict deadlines· Willingness to take initiative· Commitment to supporting progressive causes· Commitment to working within a diverse and inclusive work space Spruce Street Compliance is a woman-owned political consulting firm committed to paying interns and training the next generation of political staffers ready to make a difference for American Politics and Democracy! Prioritizing a positive and comprehensive experience for interns is crucial to our firm's success. Please do not contact the firm to discuss your application. We will reach out to selected applicants by email to schedule further conversation. Spruce Street Compliance is an equal opportunity employer and committed to diversity, equity, and inclusion among its staff. The firm strongly encourages candidates from diverse backgrounds to apply and will hire based on qualifications of the candidate without regard to race, religion, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, and military or veteran status.
    $34k-40k yearly est. Auto-Apply 60d+ ago
  • Financial Analyst: Finance Rotation Program Internship Opportunities

    Microsoft Corporation 4.8company rating

    Finance internship job in Redmond, WA

    Come build community, explore your passions and do your best work at Microsoft with thousands of University interns from every corner of the world. This opportunity will allow you to bring your aspirations, talent, potential-and excitement for the journey ahead. As a Finance Rotation Program (FRP) Financial Analyst Intern, you'll learn how to perform financial analysis from full-time professionals at Microsoft. This unique opportunity will get you involved in the dynamic high-tech space solving problems using best-in-class financial tools including the latest productivity tools powered by AI. You'll also be able to explore one of many areas of Microsoft Finance: Financial Planning and Analysis, Treasury, Capital Markets, Sales and Marketing, Finance, Accounting, or any one of the many product groups such as Office, Xbox or many others. The FRP Internship is the primary pipeline into the early career Finance Rotation Program. Financial Analyst Interns will be considered for admission into the full time Finance Rotation Program (FRP) after completing their degree. At Microsoft, Interns work on real-world projects in collaboration with teams across the world, while having fun along the way. You'll be empowered to build community, explore your passions and achieve your goals. This is your chance to bring your solutions and ideas to life while working on cutting-edge technology. Microsoft's mission is to empower every person and every organization on the planet to achieve more. As employees we come together with a growth mindset, innovate to empower others, and collaborate to realize our shared goals. Each day we build on our values of respect, integrity, and accountability to create a culture of inclusion where everyone can thrive at work and beyond. This internship is for Redmond Washington and will be onsite summer 2026. Responsibilities * Applies financial acumen to, and contributes to analytics of present and future financial performance of various products, segments, key performance indicators (KPIs), or other businesses with oversight from team members. * Learns about and assists in the execution of forward-looking analyses with oversight from team members. Completes preliminary analyses to support preliminary and adjusted forecast cycles as appropriate. * Responds to ad-hoc requests from team members and peers to identify critical information and analyze financial data to support decision-making. * Understands and supports processes through engagement with internal and external stakeholders. * Learns about and proposes recommendations for improvements to current methods used in collecting data, and creating reports. Learns how advanced technology is leveraged in Finance and across Microsoft to provide greater depth of analysis. * Learns about and ensures compliance with company policies, legal standards, and regulatory requirements by reviewing and monitoring the accuracy of financial documents and business processes with oversight from team members. * Embody our culture and values. Qualifications Required Qualifications * Currently pursuing a Bachelor's or Master's Degree in Business Administration, Accounting, Finance, Economics, Data Science, or related field. * Must have at least 1 semester/term remaining following the completion of the internship. * Competency in Microsoft Office, especially in Excel (pivot tables, Macros, VBA, etc.) Preferred Qualifications * Exposure to one or all of the following: * Conducting analysis in tools such as: Power BI /Tableau or other data visualization, SQL/R/Python or other programming/data science * Understanding of fundamental finance and accounting acumen including data modeling, data analytics, FP&A, forecasting, interpreting financial statements, and reporting * Incorporating AI into daily work to improve efficiency and quality The base pay range for this internship is USD $24.23 - $37.92 per hour. There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD $33.46 - $43.46 per hour. Certain roles may be eligible for benefits and other compensation. Find additional benefits and pay information here: ************************************************** This position will be open for a minimum of 5 days, with applications accepted on an ongoing basis until the position is filled. Microsoft is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance with religious accommodations and/or a reasonable accommodation due to a disability during the application process, read more about requesting accommodations.
    $24.2-37.9 hourly 17d ago
  • Summer Finance Intern

    Truveta

    Finance internship job in Seattle, WA

    Truveta is the world's first health provider led data platform with a vision of Saving Lives with Data. Our mission is to enable researchers to find cures faster, empower every clinician to be an expert, and help families make the most informed decisions about their care. Achieving Truveta' s ambitious vision requires an incredible team of talented and inspired people with a special combination of health, software and big data experience who share our company values. This position is based out of our headquarters in the Greater Seattle area. #LI-hybrid Who We Need Truveta is rapidly building a talented and diverse team to tackle complex health and technical challenges. Beyond listed below, we are looking for team-oriented, passionate, collaborative, and dependable teammates, who proactively look for opportunities to jump in, roll up their sleeves, and make a difference. If you are interested in the opportunity to pursue purposeful work, join a mission-driven team, and build a rewarding career while having fun, Truveta may be the perfect fit for you. This Opportunity As a Finance Intern, you will help support our Finance team in key financial and operational initiatives. You will work closely with senior leaders to help analyze financial data, assist with budgeting, support financial reporting processes, and engage in various aspects of financial operations. We are looking for someone with a positive, proactive attitude, comfortable with ambiguity, and able to thrive in a fast-paced startup environment. You Will: * Assist with preparing financial reports, presentations, and analysis for senior leadership * Support the preparation and maintenance of financial models, including budgeting and forecasting processes * Assist with the management of financial data and contribute to financial audits and compliance efforts * Support tracking and reporting of key performance indicators (KPIs) for financial performance * Help with the preparation and review of expense reports and invoices * Collaborate with cross-functional teams to gather data and provide financial insights for key projects * Complete other duties as assigned Key Qualifications include: * Degree in Finance, Accounting, Business, Economics, or related field (or pursuing one) * Previous internship experience in finance, accounting, or a similar role is preferred * Strong proficiency in MS Office, particularly Excel (advanced skills in Excel preferred) * Excellent analytical, problem-solving, and critical-thinking skills * Outstanding communication and interpersonal skills * Strong organizational and time management skills * Ability to handle multiple tasks and prioritize effectively in a fast-paced environment * A proactive attitude and eagerness to learn and contribute to team success * Willingness to be present in the office at least 4 days per week Why Truveta? Be a part of building something special. Now is the perfect time to join Truveta. We have strong, established leadership with decades of success. We are well-funded. We are building a culture that prioritizes people and their passions across personal, professional and everything in between. Join us as we build an amazing company together. We offer: * Monthly stipend of $1,800 * Company-issued laptop and equipment * Opportunities for future full-time positions Truveta is committed to creating a diverse, inclusive, and empowering workplace. We believe that having employees, interns, and contractors with diverse backgrounds enables Truveta to better meet our mission and serve patients and health communities around the world. We recognize that opportunities in technology historically excluded and continue to disproportionately exclude Black and Indigenous people, people of color, people from working class backgrounds, people with disabilities, and LGBTQIA+ people. We strongly encourage individuals with these identities to apply even if you don't meet all of the requirements. Please note that all applicants must be authorized to work in the United States for any employer as we are unable to sponsor work visas or permits (e.g. F-1 OPT, H1-B) at this time. We appreciate your interest in the position and encourage you to explore future opportunities with us.
    $31k-39k yearly est. Auto-Apply 37d ago
  • Senior Finance / Accounting Analyst

    Creative Financial Staffing 4.6company rating

    Finance internship job in Portland, OR

    Our client, a growing senior living organization, is seeking an experienced Senior Finance / Accounting Analyst to support the finance team. This opportunity is ideal for a hands-on finance professional who can step in quickly, work independently, and contribute across accounting and financial analysis functions. Key Responsibilities Support month-end close activities including journal entries, reconciliations, and variance analysis Prepare and analyze financial reports to support leadership decision-making Assist with budgeting, forecasting, and ad hoc financial analysis Partner with internal stakeholders to ensure accurate financial data and reporting Leverage Excel to analyze large data sets and streamline reporting processes Qualifications Senior-level experience in accounting and/or financial analysis Strong understanding of general ledger accounting and financial reporting Advanced Excel skills (pivot tables, lookups, complex formulas) Ability to work independently in a fast-paced, environment Experience in healthcare, senior living, or multi-entity environments is a plus If you're a seasoned finance or accounting professional available to start quickly and interested in a high-impact contract role, we'd love to connect. $115,000 - $120,000 Please email your resume for immediate consideration. Tia McKeen, Senior Managing Director - Staffing Timing is everything. Whether you are aggressively in a job search or simply passive for the ideal position, we would like to have the chance to share our opportunities with you. We specialize in placement for accounting and finance professionals. Many of our positions are not posted on the internet. Please contact me for more information about this role as well as other opportunities. #INJAN2026
    $115k-120k yearly 10h ago
  • Finance Intern

    Slayden

    Finance internship job in Stayton, OR

    MWH is a leading water and wastewater treatment focused general contractor in the US with a rich history dating back to the 19th century Fueled by the mission of Building a Better World our teams are rapidly growing across the nation As a company committed to our teams well being and growth we offer a supportive work environment opportunities for advancement and the chance to contribute to a mission that shapes the future Your expertise and ambition are valued here The work we do matters The critical systems infrastructure we build changes lives betters communities and improves ecosystems If youre passionate about this we want to hear from you About the Role MWH a global leader in heavy civil construction of water and wastewater facilities is seeking a Finance Intern to join our team in Broomfield CO Essential Functions Assist with accounts payable and receivable tasks Perform data entry and maintain accurate financial records Support financial reporting and analysis Help prepare financial statements and reports Assist in budgeting and forecasting processes Participate in financial audits Collaborate with team members on various finance projects Learn and utilize financial software and tools effectively Basic Qualifications Pursuing a degree in Finance Accounting Economics or related field Strong analytical and problem solving skills Proficiency in Microsoft Excel and basic accounting software Excellent attention to detail and organizational skills Ability to work independently and as part of a team Strong communication and interpersonal abilities Eagerness to learn and grow in the field of finance and construction Preferred Qualifications Prior internship experience in the heavy construction industry Compensation Hourly rate for this position will range between 20 26hr depending on previous experience MWH Constructors is a global project delivery company with a focus on water and wastewater infrastructure With the ultimate goal of delivering maximum value to clients and their local communities MWH Constructors provides single source integrated design and construction services and a full range of project delivery methods Incorporating industry leading preconstruction services and safety practices the Companys multi disciplined team of engineering and construction professionals delivers a wide range of projects including new facilities infrastructure improvement and expansion and capital construction services Please note that all positions require pre employment screening including drug and background check as a condition of employment Equal Opportunity Employer including disabled and veterans LI SW1 LI Onsite
    $29k-38k yearly est. 3d ago
  • Financial Advisor - Kennewick, WA

    Country Financial 4.4company rating

    Finance internship job in Kennewick, WA

    We're looking for ambitious and established candidates who want to own their business and help clients prepare for life's planned and unexpected moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust Bank Financial Advisors, Registered Representatives of COUNTRY Capital Management Company, and Insurance Agents of COUNTRY Life Insurance Company and COUNTRY Mutual Insurance Company and their subsidiaries. The Career COUNTRY Trust Bank Financial Advisors take a consultative approach to grow business with existing and prospective clients. As independent contractors, they are in business for themselves but not by themselves, and they: Diversify their income through multiple product lines beyond financial services. Leverage the portfolio of property and casualty, life and health, and annuities and investment products and services. Educate clients and prospects about our products and services. Collaborate with COUNTRY Financial Insurance Agents to secure business. Establish an office and build a staff. Conduct financial solution seminars. Have the flexibility to manage their schedules to balance their careers and personal interests. We Offer Our financial advisors have uncapped earning potential and: Opportunities to earn performance-based global trips and financial rewards. Access to continued learning and marketing resources. Corporate office support. Affiliation with our 100-year-old brand heritage and family-focused culture that values authenticity, integrity, and inclusivity. There is no buy-in required. Qualifications Successful COUNTRY Trust Bank Financial Advisors are: Entrepreneurial and self-motivated. Goal-driven with track records of business growth in the insurance and or financial services industry. Strong communicators with excellent business acumen. Committed to building and maintaining solid connections between their efforts and their rewards. Focused on achieving professional success through securing clients' trust. Passionate about making positive impacts in their communities. Required Qualifications Series 6/63 licenses Passed SIE Life/Health State Insurance License* Property/Casualty State Insurance License* Preferred Experience Accredited Asset Management Specialist (AAMS) Chartered Financial Analyst (CFA) Certified Public Accountant (CPA) Certified Financial Planner (CFP) Chartered Financial Consultant (ChFC) Bachelor's Degree 2+ years of experience in the insurance and or financial services industry 5+ years of business ownership or managerial experience About Us COUNTRY Financial is the trade name for a collective of affiliated insurance and financial services companies. This means we have an extended family of support and a large backing. Since 1925, COUNTRY Financial has been dedicated to helping others plan for their future while also protecting what matters most to them. What started long ago as a simple commitment on Midwest farmlands has expanded to become a FORTUNE 1000 insurance and financial services organization proudly serving 19 states. Our insurance agents, financial advisors, and employees remain dedicated to serving nearly one million households with our diverse range of personal and business insurance products as and financial services products. And our consistent AM Best A+ rating means we have the financial strength to keep the promises we make to our clients. *These licenses are not required to apply; however, the candidate's ability to obtain these licenses is essential when a contract decision is made. COUNTRY Financial is the marketing name for the COUNTRY Financial family of affiliated companies (collectively, COUNTRY), which include COUNTRY Life Insurance Company , COUNTRY Mutual Insurance Company , and their respective subsidiaries, located in Bloomington, Illinois. Investment management, retirement, trust, and planning services provided by COUNTRY Trust Bank . The investment objectives, risks, charges, and expenses of an investment company should be carefully considered before investing.
    $63k-93k yearly est. Auto-Apply 60d+ ago
  • Financial Planning & Analysis (FP&A) Intern (Co-Op) - December 2025 - June 2026

    PCC Talent Acquisition Portal

    Finance internship job in Lake Oswego, OR

    This is your chance to gain invaluable on-the-job experience while getting an introduction to our collaborative and exciting culture. Essential Duties and Responsibilities Assignments will include exposure to capital assets, management reporting, direct interaction with international locations, use of Oracle Cloud EPM and various other tasks to support department operations. The students will: • Apply principles learned in school to hands-on situations • Work within specifications provided to meet project goals and objectives in a timely and accurate manner • Identify and recommend process improvements for specified projects • Attend training sessions and other appropriate educational opportunities • Perform or review systems analysis, testing and documentation for existing processes • Take ownership and responsibility for identified projects • Participate with peers, project team members and other departments on a regular basis • Prepare and distribute weekly Division reporting Qualifications • Current student pursuing a bachelor's degree in finance/accounting or related fields • Demonstrated results-driven leadership • Critical problem analysis, decision making and analytical abilities • Strong interpersonal skills with excellent written and verbal communication skills • Integrity • Prefer GPA of 2.8 or above
    $29k-37k yearly est. 55d ago
  • 2026 Forestry Finance Internship - Emerging Talent Summer Experience Program

    JPMC

    Finance internship job in Portland, OR

    Become an integral part of our JPMorganChase team! Each day will be unique - bring a positive attitude, entrepreneurial spirit and get ready to roll up your sleeves. This position is an essential part of the team. As a Timberland Finance Intern within Campbell Global, you will work closely with our Portfolio Management and Strategic Solutions groups and will assist in building financial models to evaluate timberland investments, as well as support our client relations activities. You will be expected to be available to work full time, starting from early June 2026 and for a period of up to 9 weeks. Job responsibilities: Assist in the development and maintenance of detailed financial models for acquisitions, dispositions, and ongoing management. Analyze and interpret timberland asset and market data to assess investment opportunities. Conduct sensitivity and scenario analyses to evaluate the impact of various assumptions and outcomes. Support the client relations team in the preparation of quarterly reports, presentation materials, and ad hoc analyses. Participate in client meetings and calls, capturing key points and aiding in follow-up communication. Assist in resolving client queries and concerns in a timely and professional manner. Required qualifications, capabilities, and skills: Currently pursuing or recently completed a Bachelor's or Master's degree in Finance, Economics, Accountancy or related field. Ability to address complex issues through analytics. Strong proficiency in Microsoft Excel and financial modeling. Broad knowledge of finance and investment topics relevant to investing in timberland and advising institutional investor clients Strong interpersonal communication and team skills. Ability to effectively communicate complex concepts and results verbally, graphically and in writing. Preferred qualifications, capabilities, and skills: Experience with accounting and taxation. We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
    $29k-37k yearly est. Auto-Apply 60d+ ago
  • 2027 Commercial & Specialized Industries Summer Analyst Program

    Jpmorgan Chase & Co 4.8company rating

    Finance internship job in Seattle, WA

    JobID: 210693574 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $38.46-$38.46; Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46 Join JPMorganChase's Commercial & Specialized Industries (C&SI) group, serving diverse entities with revenues from $20 million to $2 billion. This role offers direct client work in banking, treasury, and credit, alongside strategic projects to enhance your skills. Benefit from comprehensive training, mentorship, and engagement with senior leaders to kickstart your financial services career, with options for a diversified experience or a focused track in Capital & Advisory Solutions in major cities like Chicago, Houston, and New York. Analysts will gain expertise in financial modeling, credit analysis, and client interactions within a collaborative team environment. How we're organized: As a Summer Analyst within the Commercial & Specialized Industries team, you will hone your skills in financial modeling, credit analysis, and client engagement in a collaborative environment. You have the option to choose between two program tracks: * A diversified experience across various teams and functions, where you will work with regional groups and industry segments such as Agribusiness, Life Sciences, and Technology. * A focused program in Capital & Advisory Solutions, offering exposure to Asset Based Lending, Mid-Cap Financial Sponsors Group, and Syndicated Finance teams, where you will engage in complex financing and analytics. You will prepare client-facing materials, including pitchbooks and marketing decks, and participate in the origination, structuring, and marketing of loan syndication. Syndicated Finance Group Locations: Chicago, Houston Syndicated Finance Group Analysts support the origination, structuring, pricing, negotiation, and distribution of loan syndications for Middle Market and Commercial Real Estate clients in North America by collaborating on debt transactions-including financial modeling, cash flow analysis, term sheet development, credit and capital market presentations-preparing offering and marketing materials for investors, and working with credit professionals on transaction legal documentation. Asset Based Lending Locations: New York, Chicago, Los Angeles, Irvine, Atlanta, Dallas As an Analyst in the ABL group, you will learn credit analysis fundamentals and work with experienced teams on structuring and managing financing solutions, gaining exposure to industry-leading credit, origination, and syndication teams that cover a broad spectrum of industries, contribute to the Commercial Bank's loan portfolio with approximately $44 billion of credit exposure and over 1,000 clients, receive training in lending based on both collateral value and cash flows, and ultimately develop into a specialist with broad credit skills and industry experience. Financial Sponsors Group Locations: New York, Chicago, Los Angeles FSG Analysts develop deal-related and client-facing materials-including pitchbooks and marketing decks-conduct financial analysis in partnership with Credit, Commercial Banking, and Investment Banking teams, participate in client calls for both relationship management and deal execution, and collaborate with C&SI Bankers, Credit Officers, and Product Partners to deliver financing solutions and strategic advisory across Commercial and Investment Banking divisions. In all tracks, Summer Analysts supporting our regional groups will work with C&SI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory. Job Responsibilities: Our Summer Analyst Program will provide you with an introduction to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the internship program, you may receive an offer of full-time employment in our 2.5 year, full-time C&SI Analyst Program. You'll make an impact by: * Working on financial models to support financing transactions * Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis) * Learning how to identify treasury product solutions to benefit clients' long-term planning * Collaborate with deal teams regarding business development strategy, including the identification of potential prospects * Developing an understanding of the full breadth of J.P. Morgan products and service offerings * Conducting client and prospect research to support business development efforts Locations we hire for C&SI - Diversified Track: * Atlanta * Austin * Birmingham (Detroit Metro Area) * Boston * Charlotte * Chicago * Dallas * Denver * Houston * Indianapolis * Irvine * Los Angeles * Miami * Nashville * New York City * Philadelphia * Phoenix * San Francisco * Seattle * Washington D.C. Locations we hire for C&SI - Capital & Advisory Solutions Track: * Atlanta * Chicago * Dallas * Houston * Los Angeles * New York City Who We Are Seeking: We are looking for individuals who have an interest in corporate banking and enjoy working with people, building relationships, and providing best-in-class customer experience. Required qualifications, capabilities and skills: * Exceptional verbal and written communication skills * Excellent problem solving and critical thinking skills * Strong attention to detail * Ability to thrive in a fast-paced, collaborative work environment * Pursing a bachelor's degree with an expected graduation date between December 2027 and June 2028 * Candidates must be authorized to work permanently in the U.S. Preferred Qualifications: * Coursework in business, finance, or accounting a plus * Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorganChase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship. Our Mission: At JPMorganChase, we're creating positive change for the diverse clients, customers, and communities we serve. We do this by championing your innovative ideas through a supportive and inclusive culture that helps you every step of the way as you build your career. If you're passionate, curious, and ready to make an impact, we're looking for you. About The Process: To be considered, you must complete the following steps: * Complete this application including selection of city preference. * Your city preference should align with your current internship location. About Us: JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorganChase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. Equal Opportunity Employer/Disability/Veterans About the Team: Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities. We provide credit and financing, treasury and payment services, international banking and real estate services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations. Commercial & Specialized Industries (C&SI) teams provide credit, cash management, capital markets and corporate finance advisory solutions to corporations, municipalities and nonprofits. Core Banking teams generally focus on clients with annual revenues of $20 million to $2 billion. The local delivery model, coupled with the firm's global resources, offers clients customized, comprehensive solutions and personalized service by building long-term relationships.
    $62k-89k yearly est. Auto-Apply 21d ago
  • Private Investments Intern, Summer 2026

    Cercano Management

    Finance internship job in Bellevue, WA

    Cercano Management LLC (“Cercano”) is an SEC-registered investment manager focused on ultra-high net worth clients and the entities associated with those clients, such as a family foundation. Cercano is based in Bellevue, WA, with offices in Minneapolis, MN, and Singapore. Cercano invests globally for its clients, commonly operating as the family office Chief Investment Officer. The team has extensive experience in direct investing in all stages of venture capital, private equity, private credit, and public equities on a global basis and across multi-billion-dollar portfolios. Cercano offers services for all aspects of a client's assets or family office. The team also has experience working with clients who have significant investments in non-financial assets on a global scale, such as fine art, professional sports teams, entertainment properties, intellectual property, commercial real estate, farmland, and personal residential estates. POSITION MISSION Cercano is hoping to identify an exceptional candidate who can assist the team with a variety of projects during the upcoming summer months, examples of which are listed below. ESSENTIAL DUTIES AND RESPONSIBILITIES Work closely with the private investments team, helping analyze new investment opportunities in private credit and private equity. Assist in building and maintaining company models, building diligence lists, taking call notes, and creating investment committee PowerPoint presentations. Work on special research projects. QUALIFICATIONS To perform this job successfully, an individual must be capable of operating in a start-up environment and have a “can-do” attitude. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Knowledge, experience, skill, and/or ability Excellent analytical skills including ability to work independently Strong communication skills (written, verbal, and presentations) Self-motivated and team oriented Intellectual curiosity Academic background or interest in business or finance. Ability to operate within a fluid and flexible scope of responsibilities Candidates entering their junior or senior year of studies (in the Fall academic year) 40 hours a week from 8am to 5pm in the Bellevue office The ideal candidate is someone who considers themselves to be a curious, multi-interested and a thoughtful contributor, who is excited about the opportunity to step into a growing, dynamic financial firm. Previous experience with Excel and PowerPoint is a plus, as well as previous internship experience in Finance, Banking, or Investment setting. Computer skills MS Office (Word, Excel, PowerPoint, Outlook, and SharePoint) proficiency Education/experience/certifications Pursuing a Bachelor's degree in Business, Finance, Economics or a related field SALARY RANGE: $25.00 per hour Cercano is an equal opportunity employer. Every qualified applicant will be considered for employment. We do not discriminate based on race, color, religion, gender, sexual orientation, age, national origin, marital status, sex, disability, political ideology, or veteran status, or other protected class. Benefits: Opportunity to participate in a 401(k) plan with a generous employer match of 50% of your own contributions up to the standard annual IRS limit, Benefit. Cercano is an equal opportunity employer. Every qualified applicant will be considered for employment. We do not discriminate based on race, color, religion, gender, sexual orientation, age, national origin, marital status, sex, disability, political ideology, or veteran status, or other protected class.
    $25 hourly 54d ago
  • Corporate - Restructuring & Special Situations Finance

    Evans Hiring Partners

    Finance internship job in Washington

    Job Description: Corporate - Restructuring & Special Situations Finance Am Law 100 Firm is a leading international law firm with over 1,900 lawyers across 21 offices globally. Our teams are dedicated to crafting and deploying innovative legal strategies tailored to meet the complexities and high-stakes nature of each matter. We pride ourselves on establishing deep partnerships with clients that empower them to confront formidable challenges and thrive during unprecedented times. Job Responsibilities: Provide strategic legal advice and support related to restructuring and special situations finance. Analyze and assess complex financial transactions, including mergers, acquisitions, and bankruptcies. Assist in the development and implementation of restructuring strategies for clients facing financial distress. Draft and negotiate legal documents pertinent to corporate finance transactions. Conduct in-depth due diligence to identify potential risks and opportunities in restructuring scenarios. Collaborate with cross-functional teams and external stakeholders to drive successful outcomes for clients. Stay informed on industry trends, regulatory changes, and market conditions that affect corporate finance. Mentor and guide junior team members, fostering their professional growth in the field. Essential Qualifications: Jurisdictions admission and a strong academic background from an accredited law school. At least 5-9 years of experience in corporate restructuring and finance. Proven track record of handling complex financial transactions and restructuring cases. Exceptional analytical, negotiation, and communication skills. Strong organizational skills and the ability to manage multiple projects simultaneously. A commitment to maintaining the highest ethical standards and professional integrity. Desired Experience: Experience in a prestigious law firm or financial institution focusing on corporate finance. Familiarity with U.S. bankruptcy laws and relevant regulatory frameworks. Previous involvement in high-stakes negotiations and legal strategies in restructuring contexts. Understanding of the intricacies of special situations finance and related transactions. Salary & Benefits: The annual salary for this role ranges from $365,000 to $435,000, commensurate with experience.Firm is offers a competitive benefits package that includes health, dental, and vision insurance, retirement plans, generous paid time off, and opportunities for professional development and advancement. Location: Washington, D.C., United States If you are an experienced professional looking to make an impact in a dynamic and challenging environment, we encourage you to apply and join our exceptional team.
    $63k-94k yearly est. 60d+ ago
  • Treasurer's Office Banking Intern

    Treasurer's Office Banking Intern @ Umass Office of The President

    Finance internship job in Washington

    Spring 2026 Appointment: Must be a UMass student enrolled for the Spring Semester Primary Work Location: 50 Washington Street, Westborough, MA. Remote Work Schedule Normal Work Schedule: M-F, up to 20 hours per week during the semester, up to 40 hours per week during the Summer Job Summary: The intern will be working in support of banking operations and cash management. In addition, working with the Payment Operations Team provide customer support and research. The Treasurer's Office has sole responsibility for all traditional treasury finance functions of the University of Massachusetts including managing all financial institution relationships, external portfolio managers, securities investment, cash management, and bank reconciliation. Minimum Qualifications (Knowledge, Skills, Abilities, Education, Experience): Current UMass student enrolled in an undergraduate or graduate program of study. GPA 3.0 or higher. Creative, eager to learn, motivated, and willing to take the initiative on assigned projects/tasks. Reliable and detail-oriented with a strong ability to multitask, stay organized, and meet deadlines. Ability to work independently and as part of a team. Must be well organized, detail-oriented, and possess good follow-up skills. Ability to maintain confidentiality and exercise discretion when interacting with staff. Must be proficient in Microsoft Office (including Excel, Word, and PowerPoint). Working Conditions: Typical office setting with remote work available Additional Details: Hourly rate: $17.00. All offers are contingent on successful completion of a background check.
    $17 hourly 60d+ ago
  • Financial Analyst (FP&A) Intern Summer 2026

    Ralliant

    Finance internship job in Beaverton, OR

    Hybrid **Summer 2026 Finance Internship** Tektronix is a place where people are challenged to explore the boundaries of what's possible, bringing the digital future one step closer every day. Our work accelerates technological breakthroughs that are revolutionizing culture and industry worldwide. Through precision-engineered measurement solutions, we work with our customers to eliminate the barriers between inspiration and realization of world-changing technologies. Realize your true potential at Tektronix - join us in revolutionizing a better tomorrow. **Internship Description** The Tektronix Financial Analyst Intern role is an outstanding opportunity to apply your education and showcase your skills. This role is ideal for students passionate about corporate finance and eager to understand how financial strategies drive business decisions in a global technology company. We utilize the internship program as our primary funnel for full-time employment and have a strong track record of hiring interns. At Tektronix, we offer a robust rotational program for our Finance team, and the internship experience is designed to reflect this as much as possible. Interns are often given projects that span cross-functional areas such as Commercial Sales, Manufacturing, Product Development, and Service. Interns will be exposed to diverse projects across multiple functions, requiring adaptability and a willingness to learn. We value curiosity-interns are encouraged to ask questions and challenge assumptions to drive better outcomes. Internship projects are based on real business issues and often include interaction with senior leadership. Beyond the assigned project experience, we offer our interns a well-defined training program, and social and volunteer events during the summer. Past Examples of High-Value Intern Projects + Obtaining and consolidating external data to analyze and communicate target market share. + Conducting regression analysis on external data to determine correlation with company sales and developing a market proxy model. + Creating a KPI dashboard using Power BI for commercial sales leaders to better understand sales activity. + Deep dive problem solving analysis on maintenance and repair expenses in our Beaverton manufacturing facility. + All internship projects conclude with presentation of your work to the CFO and other senior leaders. **Qualifications** + Motivated and driven with a high degree of professionalism. + Works effectively within a team environment. + Strong analytical, presentation, and communication skills. + Ability to clearly and concisely communicate complex financial concepts to both technical and non-technical audiences. + Growth mindset with a drive for continuous improvement. + Ability to quickly learn new tools, adapt to changing priorities, and thrive in a dynamic business environment. + Comfortable seeking clarification, asking thoughtful questions, and engaging with senior leaders to deepen understanding. + Proficiency in Excel (pivot tables, VLOOKUP) and Power BI. + Pursuing a bachelor's degree in business, Economics, Finance, or other applicable focus areas. **Ralliant Corporation Overview** Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life - faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we're building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world. **About Tektronix** Tektronix, a wholly owned subsidiary of Ralliant Corporation, is a place where people are challenged to explore the boundaries of what's possible, bringing the digital future one step closer every day. Through precision-engineered measurement solutions, we work with our customers to eliminate the barriers between inspiration and realization of world-changing technologies. We believe that cultivating a deeper sense of loyalty and belonging is key to how we attract and retain our best people. This reality inspires our Inclusion & Diversity vision, We Are More Together, and guides our approach as we all work toward creating great places where our teams work and thrive. Realize your true potential at Tektronix - join us in revolutionizing a better tomorrow! We Are an Equal Opportunity Employer. Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com. **Pay Range** The salary range for this position (in local currency) is 20.53 - 41.11
    $29k-43k yearly est. 60d+ ago
  • Personal Financial Representative (Personal Banker)

    Gesa Credit Union

    Finance internship job in West Richland, WA

    Take a leap and join our team! At Gesa, we believe in the power of our people. Coming from all walks of life, our team members' individual stories and unique experiences are our most valuable asset. But it's how we come together, igniting our collective compassion and commitment to empowering our communities, that makes us succeed. Because we know we go further when we go together. Here you can join a team who is passionate about serving others, has a desire to do good, and shares a deep love of people. You can engage in meaningful work that impacts your community. You can challenge yourself and grow in your career. And, you can rest assured that your wellbeing and prosperity are our priority. Get to know us: About - Gesa Credit Union Role Summary: The Personal Financial Services Representative (PFR) is an entry level position, which assists members by establishing new member relationships, opening consumer deposit accounts, account maintenance, taking credit applications, reviewing credit reports, working through loan documentation, closing loans, and serving as a Notary Public. Additionally, the PFR can fluidly transition between tasks assisting members, and supporting the branch as an MSA and Sr. MSA. The PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods. What You Will Be Doing: Provide exceptional member service to all whom we serve. Solve problems, take ownership of member concerns, provide prompt resolutions, and follows up as appropriate. Escalates more complex and sensitive member concerns to senior team members and leadership. Have a core understanding of financial literacy, products, and services and be able to fluidly converse with members. Demonstrate an up-to-date and comprehensive knowledge of all credit union products, services, policies, and procedures. Offer appropriate products and/or services to deepen member relationships and refer to other team members as appropriate. Make outbound calls to members for the purpose of establishing, growing, and nurturing member relationships. Ensure branch equipment is always working properly and escalates non-repairable issues to leadership. Assist non-members with establishing membership. Accurately take consumer lending applications. Review credit reports for concerns and obtains approvals and submit loan documentation. Close loans and effectively communicates with members regarding the next steps. Discusses IRAs and HSAs with members and non-members and meets predetermined goals. Process international and domestic wire requests. Acts as a Notary Public and performs notarial services in accordance with state regulations and credit union policies. Observe and monitor cash activity to ensure the branch and team members are following established cash limits. Opens consumer deposit accounts and performs consumer account maintenance. Places cash and supply orders, balances vault cash, and maintains ATMs. Review and process overrides/approvals within authority while minimizing risk. Mentor and help train new Member Service Associates (MSAs) Assist leadership with branch certifications, cash drawer audits, cash drawer overages, and OFAC reports. Fluidly transition between tasks as an MSA or Sr. MSA Perform transactions and service requests on member accounts in an accurate and timely manner. Accurately follow all cash handling procedures and balance your cash drawer at the end of every day. Issue, record, and file monetary instruments and reports in accordance with the Bank Secrecy Act Assist members with Digital Banking enrollment, navigation, resets, and maintenance. Assist members with complex and sensitive fraud disputes. About You: Professional written and verbal communication Make sound decisions that minimizes risk in a timely manner. Ability to ask open-end and clarifying questions to understand member needs and deepen relationships. Display professional interpersonal skills to relate effectively to members, the public, colleagues, and all levels of leadership. Respect and support all areas of diversity in the workplace and our membership. Complete assigned training programs in timely and accurate manner Participate in and support a team environment. Perform their jobs to a reasonable, acceptable standard, which includes attentiveness to detail, timeliness, and quality of work. Exercises the utmost discretion and sensitivity when assisting with member transactions. Qualifications What You Will Need: Education: High School Degree (or equivalent) required Experience: Sales/relationship building experience required. Cash handling experience preferred. At least one year of customer service experience preferred. Notary Public Demonstrate and support credit union values and service standards. Attend and engage in community events on behalf of the credit union. Maintain confidentiality, control risk, and manage operations in accordance with company policies, procedures, and regulatory requirements. Demonstrate a high level of personal integrity and ethics. Report for work on time and maintain a schedule of regular attendance. Some travel may be required. Proficient with varying levels of technology Our Team Member Value Proposition: In exchange for bringing your talent to Gesa, here are a just a few of the benefits and perks we offer: Competitive Pay Medical, Dental, Vision, and Life Insurance 20 days/year accrual of Paid Time Off - Plus 10 Paid Holidays! 401(k) Match Incentive Program Tuition Assistance and Student Loan Repayment Commuter Benefits Paid Time Off to Volunteer in the Community Product discounts Engaging Work Environment Rewards and Recognition Programs Full Salary Range: Richland, WA: $19.50 - $29.86 *While our full pay range is listed, most new team members typically start between the minimum and midpoint based on their experience and qualifications. This approach gives room to grow within the role as your career progresses with us!" Get wise to what's possible with a career at Gesa. Join us! We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact the HR Department at ************** or *************** to request an accommodation. Gesa Credit Union reserves the right to revise or change the as the need arises. This job description is not all inclusive of total job responsibilities nor does it constitute a written or implied contract of employment. Selected candidate(s) must be able to pass a pre-employment credit/background check. Gesa Credit Union is an Equal Opportunity Employer and strong advocate of workforce diversity. Race/Color/Gender/Sexual Orientation/Gender Identity/Religion/National Origin/Disability/Veteran. Equal Employment Opportunity (gesa.com)
    $26k-39k yearly est. 16d ago
  • Intern - Financial Analyst

    Continental 4.4company rating

    Finance internship job in Marysville, WA

    The Controlling Department Intern supports the Plant Controller in monitoring, analyzing, and reporting financial performance. This role provides hands-on exposure to cost control, budgeting, forecasting, and financial analysis while helping ensure accuracy, transparency, and compliance in financial processes. The intern will work closely with Plant Controller to support data-driven decision-making. * Assist in the preparation of daily, weekly, monthly, quarterly, and annual financial reports, including cost center, manufacturing, and variance analyses, and present findings to management and department leaders. * Collect, validate, and analyze financial and operational data from multiple sources to ensure accuracy, completeness, and consistency in reporting. * Analyze manufacturing variances, standard costs, fixed costs, and balance sheet items, identifying deviations from budget, forecast, or standard and supporting corrective actions. * Investigate manufacturing cost issues and support the development of methods, processes, and programs to improve the plant's financial performance. * Support the month-end closing, forecast, and budget processes, including reconciliations, variance analysis, and preparation of supporting schedules. * Assist in the preparation of detailed budgets and forecasts, ensuring alignment with business objectives and plant financial targets. Perform other duties and special projects as assigned by the Plant Controller. High School diploma or GED * Sophomore standing college/university courses working towards BS/BA in Finance, Business or related field * 3.0 GPA * Ability to work 40 hours per week in the summer and possibly a minimum of 10 hours per week during the school year. * Experience with Microsoft Office (Word, Excel, PowerPoint, Outlook) * Excellent communication skills * Willing to learn new procedures and applications * Able to work with minimal supervision EEO / AA / Disabled / Protected Veteran Employer. Continental offers equal employment opportunities to all qualified individuals, without regard to unlawful consideration to race, color, sex, sexual orientation, gender identity, age, religion, national origin, disability, veteran status, or any other status protected by applicable law. In addition, as a federal contractor, Continental complies with government regulations, including affirmative action responsibilities, where they apply. To be considered, you must apply for a specific position for which Continental has a current posted job opening. Qualifying applications will be considered only for the specific opening(s) to which you apply. If you would like to be considered for additional or future job openings, we encourage you to reapply for other opportunities as they become available. Further, Continental provides reasonable accommodations to qualified individuals with a disability. If you need assistance in the application process, please reply to ******************** or contact US Recruiting at ************. This telephone line and email address are reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation in the job application process. Please do not call about the status of your job application, if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non-disability related technical issues, will not receive a call back. EEO-Statement: EEO / Disabled / Protected Veteran Employer. Continental offers equal employment opportunities to all qualified individuals, without regard to unlawful consideration to race, color, sex, sexual orientation, gender identity, age, religion, national origin, disability, veteran status, or any other status protected by applicable law. In addition, as a federal contractor, Continental complies with government regulations, including affirmative action responsibilities for qualified individuals with a disability and protected veterans, where they apply. To be considered, you must apply for a specific position for which Continental has a current posted job opening. Qualifying applications will be considered only for the specific opening(s) to which you apply. If you would like to be considered for additional or future job openings, we encourage you to reapply for other opportunities as they become available. Further, Continental provides reasonable accommodations to qualified individuals with a disability. If you need assistance in the application process, please reply to ******************** or contact US Recruiting at ************. This telephone line and email address are reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation in the job application process. Please do not call about the status of your job application, if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non-disability related technical issues, will not receive a call back. Ready to drive with Continental? Take the first step and fill in the online application.
    $31k-38k yearly est. 5d ago

Learn more about finance internship jobs

How much does a finance internship earn in Richland, WA?

The average finance internship in Richland, WA earns between $28,000 and $43,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.

Average finance internship salary in Richland, WA

$35,000

What are the biggest employers of Finance Interns in Richland, WA?

The biggest employers of Finance Interns in Richland, WA are:
  1. Energy Northwest
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