Job Function:
Support the proper recording and reporting of all components of Net Sales for Generic and Branded business units. This includes Chargebacks, Rebates, Customer Administrative Fees, Medicaid/Government Rebates, Returns, Shelf Stock Adjustments and Penalties
Key Responsibilities
Review point of sale Accrual Rates on a monthly and quarterly basis, based on actual recent indirect sales history while also taking into account the impact the new contracts and changes to contract pricing might have on customer mix
Liaison with offshore team to mitigate revenue leakage, ensure proper tracking of rebates and chargebacks payments
Support validation and processing of Chargebacks and Rebates within iContracts
Support financial modeling of revenue channel mix
Collaborate with Sales and Marketing, AR Manager and Supply Chain to understand and document trends that may impact components GTN
Liaison with Accounts Receivable team to ensure open deductions are resolved and accrued for properly
Assist with oversight of the Returns Vendor, as necessary. Analyze actual returns vs accruals and provide explanations for all variances
Provide monthly commentary to management regarding GTN rates, adjustments and trends
Assist with ensuring the adequacy of GTN reconciliations shared by business partners
Other project responsibilities as assigned
Skills and Qualification
Minimum 1-2 years of experience in finance, pharmaceutical industry preferred
Bachelor's Degree in Accounting or a related discipline is strongly preferred, but may not be required depending on specific experience
Experience in SAP, ERP Systems, revenue management systems (iContracts, Model N, Revitas, Vistex)
Strong analytical skills
Excellent communication skills, both verbal and written, across departments and levels
Able to handle multiple tasks and stay organized
Strong attention to detail
$59k-93k yearly est. 6d ago
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Junior Financial Analyst
Vaco By Highspring
Finance internship job in Trenton, NJ
Job Title: Junior Insurance Analyst (P&C) Compensation: $100,000-$110,000 base Experience Level: 2-3+ years Industry: Property & Casualty Insurance About the Role A growing insurance organization is seeking a Junior Insurance Analyst to join its growing finance and analytics function. This role sits on the Property & Casualty (P&C) side of the business and will partner closely with senior leadership to support financial planning & analysis (FP&A), reporting, and data-driven decision-making.
The team is currently navigating data challenges and is looking for a high-potential, detail-oriented analyst who is eager to grow, improve processes, and help lay the groundwork for a broader information process improvement initiative planned for 2026.
This is an excellent opportunity for a sharp, ambitious analyst who wants visibility, responsibility, and long-term growth within an insurance-focused environment.
Key Responsibilities
Support FP&A activities including budgeting, forecasting, variance analysis, and management reporting
Partner with the management team to gather, validate, and analyze financial and operational data
Assist in identifying data gaps, inconsistencies, and inefficiencies across reporting processes
Build and maintain Excel-based models, reports, and analysis to support business decisions
Contribute to ongoing efforts to improve data quality and information flow in preparation for future system and process enhancements
Provide ad hoc analysis and insights related to P&C performance
Qualifications
2-3+ years of experience in insurance, financial analysis, FP&A, or a related analytical role
Property & Casualty (P&C) insurance experience is required
Strong Excel skills (pivot tables, formulas, financial modeling)
Demonstrated tenure and retention (ideally at least 2 years with one employer)
Comfortable working with imperfect or evolving data
Highly motivated, proactive, and eager to take on increased responsibility
Strong communication skills and ability to work cross-functionally with leadership
What They're Looking For
A sharp analyst with strong fundamentals
Someone ambitious who wants to grow with the organization
A candidate excited to help improve data and information processes ahead of a larger 2026 initiative
$100k-110k yearly 4d ago
Financial Analyst
Motion Recruitment 4.5
Finance internship job in Conshohocken, PA
IT Financial Analyst
Duration: Contract
Rate: $52/hr
We are hiring a Lead IT Financial Analyst to support a large enterprise IT organization. This is a contract role focused on financial planning, analysis, and vendor financial management within a complex IT environment. The position partners closely with IT and shared service leaders, leveraging strong FP&A, accounting, and financial systems expertise to support budgeting, forecasting, and strategic decision-making.
This opportunity offers the chance to operate at a senior level within a fast-paced IT organization, influencing financial outcomes and improving enterprise-wide financial processes. You'll act as a trusted advisor to leadership, mentor junior analysts, and play a key role in capital planning and vendor financial governance. The hiring manager is moving quickly with a streamlined interview process, making this an excellent opportunity for an experienced FP&A professional seeking immediate impact.
Required Skills & Experience
· Bachelor's Degree or equivalent experience (Finance or Accounting preferred)
· 8+ years of FP&A experience in a large corporate environment
· Advanced knowledge of accounting principles
· Strong budgeting, forecasting, financial modeling, and variance analysis experience
· Experience developing and leading FP&A processes
· High proficiency in Microsoft Excel and PowerPoint
· Experience with financial systems (SAP preferred)
· Ability to work independently with minimal oversight
· Strong analytical, problem-solving, and decision-making skills
· Excellent communication and presentation skills
· Ability to work with senior leadership in a cross-functional environment
· High ethical standards and ability to maintain confidentiality
Desired Skills & Experience
· Experience supporting IT or technology organizations
· Experience with Clarity or similar project financial management tools
· Knowledge of project management concepts
· Leadership or mentoring experience
· Strong customer service mindset
· Ability to adapt to a flexible schedule
What You Will Be Doing
Tech Breakdown
· 60% Financial Systems, Reporting & Analysis
· 40% Business Partnering & Process Improvement
Daily Responsibilities
· 75% Hands On
· 10% Management Duties
· 15% Team Collaboration
You will manage financial relationships with strategic IT vendors, oversee SOW tracking and contract compliance, support program accounting initiatives, prepare accruals and reclass entries, maintain operating and capital expense forecasts, and deliver financial analysis for monthly management reviews. You will investigate variances, analyze trends and cost drivers, support capital planning, and continuously improve IT financial processes while mentoring junior analysts.
$52 hourly 6d ago
Summer Intern, Supervision Regulation & Credit, Gen AI
Federal Reserve Bank of San Francisco 4.7
Finance internship job in Philadelphia, PA
CompanyFederal Reserve Bank of PhiladelphiaThe Federal Reserve Bank of Philadelphia is one of the 12 regional Reserve Banks that, together with the Board of Governors in Washington, D.C., make up the Federal Reserve System. It helps formulate and implement monetary policy, supervises banks and bank and savings and loan holding companies, and provides financial services to depository institutions and the federal government. The Federal Reserve Bank of Philadelphia serves eastern and central Pennsylvania, southern New Jersey, and Delaware.
Bring your passion and expertise, and we'll provide the opportunities that will challenge you and propel your growth!
The Federal Reserve Bank of Philadelphia is seeking a PhD level or graduate student with preferred majors in Economics, Finance, Statistics, or Data Science.
This opening requires an on-site presence. The work schedule is Monday - Friday (40 hours per week). This is a 10-week paid internship.
The hourly rate for this position is as follows:
$28.00- graduate level student
$32.00 - PhD level student
Intern Projects:
The RADAR (Risk Assessment, Data Analysis, and Research) team at FRB-Philadelphia is exploring ways to leverage Gen AI to advance its data and analytics work. The intern will assist with this work by creating AI update reports, prompt testing, project coordination, creating training materials and documenting usage of internal tools.
What You Will Do:
Report Building for AI Updates: Weekly reports on open-source AI updates that the team can incorporate.
Prompt Engineering Evaluation: Testing how prompt variations impact results at scale. The intern will conduct systematic A/B testing of prompt components to optimize accuracy.
Project Coordination Support: Handle administrative tasks including scheduling, note-taking, JIRA updates. Facilitate communication across teams to maintain project momentum.
Adoption & Training Facilitation: Create announcements, training materials, user onboarding resources, and department-specific guides to drive engagement.
Technical Documentation: Apply Python knowledge to understand and document internal tools and to improve accessibility of MartinAI documentation for broader team usage.
What You Have
A master's or PhD student pursuing a degree related to Economics, Finance, Statistics, or Data Science. Other fields related to the ones listed are also encouraged to apply.
Required Skills:
Experience in Python, Stata, and MS Office Suite.
Preferred Competencies:
Verbal and written communication skills
Problem solving skills
Strong attention to detail
Organizational skills to annotate and document their work such that others can pick up where the project left off
Ability to work well independently with little supervision, the project manager will be available to assist
Strong presentation and communication skills to share what they have completed concisely and effectively
Additional Information:
The Federal Reserve Bank of Philadelphia takes your information privacy seriously. Federal Reserve Bank of Philadelphia staff will only email you from the "@phil.frb.org" domain or through the Workday system "****************". If you are initially contacted by phone, feel free to request that the caller provide you with their email address to validate their identity. If you have any questions about the validity of someone who contacts you regarding this position, please email the Talent Acquisition team at ******************************.
We are an equal opportunity employer committed to hiring the best candidates and to providing equal employment opportunity to all persons without regard to race, color, religion, sex, pregnancy, national origin, age, genetic information, disability, military service, or any other basis protected by law.
We will ensure that individuals with disabilities are provided reasonable accommodations to participate in the job application or interview process, to perform essential job responsibilities, and to receive other benefits and privileges of employment. If you need assistance or an accommodation due to a disability, please email us at ******************************.
All Federal Reserve Bank of Philadelphia employees must comply with the Bank's ethics rules, which generally prohibit employees, their spouses/domestic partners, and minor children from owning securities, such as stock, of banks or savings associations or their affiliates, such as bank holding companies and savings and loan holding companies. If you or your spouse/domestic partner or minor child own such securities and would not be willing or able to divest them if you accepted an offer of Bank employment, you should raise this issue with the Recruiter for this posting, who can provide you contact information for our ethics officer if necessary. You should review the
Bank's Employee Code of Conduct to ensure compliance with conflict of interest rules and personal investment restrictions.
You will be required to complete a background investigation including drug testing as a condition of employment, after the job offer is made. Candidates for positions deemed as "safety sensitive" will also be drug screened for the presence of marijuana. Any hiring decision based on a background investigation will be made following an individualized assessment that is job-related and consistent with business necessity and applicable law. Employment may not begin until the Bank accepts the results of the background investigation.
All employees will be subject to FBI fingerprint / criminal background and Patriot Act/ Office of Foreign Assets Control (OFAC) watch list checks at least once every five years.
Certain eligibility rules apply. You will provide work authorization to prove your eligibility to work in the United States.
The above statements are intended to describe the general nature, level of work and the requirements of this position. They are not intended to be an exhaustive list of all responsibilities associated with this position or the personnel so classified. While this is intended to be an accurate reflection of this position, management reserves the right to revise this or any job description at its discretion at any time.
By applying to this position, you agree you will be available to work on-site in a full-time capacity.
Learn more about the Philly Fed and its culture. Learn more about working for the Philly Fed.
Full Time / Part TimePart time Regular / TemporaryTemporaryJob Exempt (Yes / No) NoJob CategoryWork ShiftFirst (United States of America)
The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences.
Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels.
Privacy Notice
$28 hourly Auto-Apply 14d ago
Campaign Finance Intern Spring/Summer 2026
Cary Street Partners 3.6
Finance internship job in Philadelphia, PA
Spruce Street Compliance is 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. The Campaign Finance Intern will work in-person in our Philadelphia 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.
For the Spring 2026 Semester, we are looking for someone who is available on Monday, Tuesday, and Thursday. 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 organized· Familiarity with basic computer functions· Ability to manage multiple projects at once and meet strict deadlines· Ability to work evenings and weekends to meet deadlines· Willingness to take initiative· Must be able to pass a background check· 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.
$37k-47k yearly est. Auto-Apply 60d+ ago
Finance Internship
Heraeus Holding
Finance internship job in Yardley, PA
Temporary Creating foldable displays, advancing medical innovations, or giving new life to precious metals - at Heraeus, we empower our customers to stay ahead of the curve. As a family-owned global technology leader, we take pride in being the invisible force driving innovation. Whether in production, research, sales, or administration, we deliver world-class quality across key industries: Metals & Recycling, Healthcare, Semiconductor & Electronics, and Industrials. With a strong global presence, including a significant footprint in the United States, Heraeus employs approximately 15,200 people across 40 countries, all dedicated to shaping the future of technology and industry.
Your Role and Responsibility:
* Process transactions in accounting software.
* Review invoices for appropriate documentation and approvals.
* Provide support for accounting projects.
* Support accounting department in setting up its procedures and guidelines on the company portal.
* Support and assist with various task in the Accounting Department that could involve:
* Coding vendor invoices.
* Preparing journal entries.
* Reporting
* Support all Accounting departments with various administrative task.
Reports to: Controller
What Is Require for this Role:
* Current student or recent graduate in Accounting, Business or Finance.
* The candidate will need to resourceful, reliable, open-minded and an independent thinker.
* Have a keen interest in understanding the daily practices of accounting.
Curious? Apply now!
Heraeus is proud to be an employer that provides equal access to opportunities for all its employees. We provide fair and equal consideration to all qualified applicants, regardless of sex, gender identity, sexual orientation, race, color, religion, national origin, physical or mental disability, protected veteran status, age, or any other legally protected characteristic. A diverse and inclusive culture is at the heart of our Vision, Mission, and Values. We are dedicated to cultivating a workforce that reflects a broad spectrum of cultures, backgrounds, and perspectives.
We participate in E-Verify to confirm employment eligibility after hire. Learn more at ****************
Any further questions?
If you need any assistance or have questions, please contact ***************************** or visit our website at jobs.heraeus.com.
Keywords: SAP, accounting, general ledger, posting, financial, analysis
ReqID: 58712
$35k-52k yearly est. 45d ago
Financial Advisor
Horace Mann 4.5
Finance internship job in Cherry Hill, NJ
Who We Are:
BCG Securities (a Horace Mann Company), an independent broker-dealer and Registered Investment Advisor (“RIA”), has been dedicated to its clients for over 50 years. With financial advisors in branches located throughout the United States, BCG Securities is a recognized premier broker-dealer and RIA of choice. We supply our advisor partners with knowledge and opportunities to collaborate with clients to meet their goals and succeed. We offer a suite of differentiated products, integrated wealth management solutions and access to subject matter experts that will take you-or your business-to new heights.
At BCG Securities, the game plan is simple: we're here to help you grow. Our solutions to can be used to meet your specific situation, needs and goals at any point in your financial journey. We offer a suite of differentiated products, integrated wealth management solutions, and access to subject matter experts. We build diversity into our business to meet our clients' needs for flexibility and long-term growth.
Who We're Looking For:
We are currently seeking an experienced financial advisor to join our dynamic team. Someone who is continuing to develop their practice though their passion and commitment and couple that with our legacy of exceptional client service and advisor support. This is an hybrid/onsite position in our Cherry Hill, NJ location.
Some of the essential duties and responsibilities:
Develop and prepare comprehensive financial plans for new and existing clients
Make investment recommendations and subsequent follow-ups for client portfolios with investment team
Provide ongoing support for existing clients through annual reviews
Present life insurance and annuity analysis
Create a planning process to help individuals meet their financial goals.
Work with businesses, business owners and individuals
What We Offer:
Highly competitive transition income for established advisors
Company matched 401(k)
Internal support staff
Hands on training and development program
Health Benefits
Medical
Dental
Vision
Prescription
Life Insurance
Long Term Disability
Position Requirements:
Bachelor's Degree
At least 3 years related experience in the Financial Advisor role
Series 7 & 66 securities licenses (or 65/63)
Life/Health preferred
Exceptional client relationship management skills
Excellent writing and verbal communication skills
Ability to work independently and as a team member, balance multiple responsibilities simultaneously, and demonstrate exceptional time-management skills
All resumes are kept strictly confidential.
#LI-JC1
#vizi#
#APP
Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we've broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. And with our broadened mission has come corporate growth: We serve more than 4,100 school districts nationwide, we're publicly traded on the New York Stock Exchange (symbol: HMN) and we have more than $12 billion in assets.
We're motivated by the fact that educators take care of our children's future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators.
EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status
For applicants that are California residents, please review our California Consumer Privacy Notice
All applicants should review our Horace Mann Privacy Policy
$89k-150k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance internship job in Mount Laurel, NJ
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on:
Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis
Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure.
We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor.
Responsibilities
As a financial advisor, you will:
Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience
Build personalized, holistic financial plans tailored to every client's unique needs
Manage your client's financial plans to help them achieve their goals
Grow relationships with clients to support them through every stage of life
Training, licensing & designations
Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience.
To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books.
Compensation & Benefits
Performance-based earnings and revenue
1
:
A
verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years)
Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years)
Additional income structure to support training and early development
Renewal income earned for continued client support and policy management
Bonus programs and expense allowances
Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more
Certified Financial Planner licensing support
2
Fully company-funded retirement package and pension plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Parental benefits at every stage of family planning #LI-Onsite
Qualifications
You could be right for this opportunity if you have:
Bachelor's degree
Entrepreneurial ambitions to be a business owner
History of success in relationship-building or client-facing roles
Excellent time-management skills
Desire for continuous learning and collaboration
Proficient critical thinking skills
Strong communicator
Strong sense of motivation and drive
Legal authorization to work in the US without sponsorship
Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors
3
for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
*Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program.
1
No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024
2
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
3
Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn.
Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
$137k-250k yearly Auto-Apply 18d ago
Wealth Management Summer Analyst Program - Chief Investment Office, Investment Solutions Group, and Merrill Home Office 2027
Bank of America Corporation 4.7
Finance internship job in Pennington, NJ
Wealth Management Summer Analyst Program - Chief Investment Office, Investment Solutions Group, and Merrill Home Office Bank of America: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Merrill:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products, services and solutions for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description & Program Overview:
Bank of America provides comprehensive wealth management solutions to affluent and high-net-worth clients through Merrill and Private Bank teams.
Our Wealth Management Summer Analyst Program is designed to offer candidates the opportunity to work in various positions within our Chief Investment Office, Investment Solutions Group, and Merrill Home Office.
As part of the Merrill organization, the Chief Investment Office and Investment Solutions Groups strive to provide world-class investment strategies, platforms, solutions and support for clients across all wealth management lines of business (including Merrill and the Private Bank).
Through a highly integrated and effective Investment Process, they provide solutions across all product platforms and asset classes - multi-asset, equity, fixed income and alternative investments including structured products - through a comprehensive due diligence and oversight process for client portfolios. They also coordinate the investment strategy for wealth management advisors and clients, harmonizing and distilling market themes, identifying trends and supporting our client-focused investing approach.
Merrill Home Office functions are critical to ensuring the wealth management strategies, tools, and processes are aligned to support our field operations in their pursuit of client acquisition and retention.
Our structured 10-week internship provides extensive on the job training, in addition to educational speaker events, coaching and mentorship throughout. Interns will be placed on a specific team within the Chief Investment Office, Investment Solutions Group, or Merrill Home Office such as:
* Chief Investment Office
* Investment Strategy and Thought Leadership
* Asset Allocation
* Due Diligence
* Portfolio Management & Strategy (Fixed Income, Equity & Multi-Asset)
* Sustainable & Impact Investing
* Investment Solutions Group
* Alternative Investments
* Investment Products & Platforms
* Personal Retirement Product Management
* Wealth Management Specialists
* Merrill Home Office
* Merrill Chief Operating Office Organization
Qualifications:
Required
* Bachelors or Bachelors direct to Masters degree program student with a graduation date between November 2027 and August 2028
* Demonstrated record of achievement, such as extracurricular activities or leadership roles
* Finance knowledge
* Excellent verbal and written communication skills
* Analytical and critical thinking skills
* Ability to work effectively within a team
* Ability to think independently
* Ability to work collaboratively
* Strong time management skills and attention to detail
Desired
* 3.2 minimum GPA preferred
* Technical skills such as Excel and PowerPoint
* Major or minor of studies in a field of Quantitative Finance, Financial Engineering, or a related technical field that blends advanced quantitative methods with finance and economics is a plus
* Experience managing and analyzing large data sets using data science tools such as artificial intelligence and machine learning
* Knowledge of coding and programming skills, including but not limited to Bloomberg, FactSet, Python, R, or equivalent
Bank of America is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role.
Travel: On needs basis
Full / Part-time: Fulltime
Hours Per Week: 40.00
Shift: 1st Shift
$75k-103k yearly est. 12d ago
Financial Services Field Internship
Thrivent Financial 4.4
Finance internship job in Philadelphia, PA
At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given. If you have a heart for service and a passion for helping others reach their financial goals, we'd like to connect with you.
We are seeking Field interns in various locations around the country. This internship will provide the opportunity to shadow seasoned financial advisors, participate in a robust training program with other interns, and support Thrivent's involvement through community events and generosity activities. This position helps prepare you for a financial advisor opportunity through case analysis, exposure to industry-specific programs, critical-thinking exercises, career-development best practices, marketing tactics and real-world training.
Participate in a robust orientation and training program.
Shadow financial advisors during client meetings, workshops, community events and daily work.
Learn to prepare financial plans and analyses.
Gain exposure to MoneyGuidePro, Morningstar and other financial planning software platforms.
Participate in team meetings that include weekly activity updates, new trends and concepts.
Observe regional seminars and workshops.
Attend virtual seminars with corporate employees to better understand the industry and the profession.
Work with the Engagement Team to develop a strategy to integrate Thrivent's generosity programs.
Collaborate with other interns to research and present a project, based on best practices in building a financial services business.
Position Qualifications:
College junior or senior working toward a degree in business, finance, marketing or related field.
Strong technical computer aptitude and knowledge of business tools (MS Outlook, Word, Excel, PPT).
Strong analytical and problem-solving skills; oral and written communication skills.
Course Credit:
Thrivent internships are available for course credit, but must be coordinated with your school administration.
Pay Transparency
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color,
sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.
$41k-48k yearly est. Auto-Apply 60d+ ago
2027 Commercial & Specialized Industries Summer Analyst Program
Jpmorgan Chase & Co 4.8
Finance internship job in Philadelphia, PA
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.
$59k-82k yearly est. Auto-Apply 22d ago
Credits Incentives and Methods Intern - Summer 2027
Rsm 4.4
Finance internship job in Philadelphia, PA
We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.
As a member of our CIM group, working specifically with Accounting Methods & Periods (AMP), you will be responsible for the following job duties which are focused around two core concepts: your technical and quality expertise and delivering excellent client service:
Examples of the candidate's responsibilities include:
Assist with tax planning and research related to various items that affect the timing of income, deductions, capitalization, cost recovery and inventory
Develop an understanding of client's business and industry to help identify tax planning ideas
Assist in implementing multiple projects simultaneously, which include client interviews, data gathering, analysis, computations, and preparation of tax filings
Document facts and positions and draft other technical memoranda
Communicate effectively and respond timely to internal and external requests to help drive the success of AMP engagements
Maintain competency through continuing education and obtaining additional professional certifications
Basic Qualifications:
90 credit hours completed
Working towards B.A. / B.S. degree or equivalent from accredited university
Accounting Major
Travel to assigned client locations is required. Must have access to and ability to arrange for use of reliable modes of transportation to those locations
A minimum 3.0 GPA is preferred
Preferred Qualifications:
Excellent written and verbal communication skills
Strong computer skills, including proficiency in Microsoft Excel
Ability to work effectively on a team
Ability to work and multitask in a fast-paced environment
At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at **************************************************
All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.
Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.
RSM does not intend to hire entry-level candidates who require sponsorship now or in the future. This includes individuals who will one day request or require RSM to file or complete immigration-related forms or prepare letters on their behalf in order for them to obtain or continue their work authorization.
RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.
At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.
Compensation Range: $34 - $40 per hour
$34-40 hourly Auto-Apply 15d ago
Summer Intern - Business Development
IEEE 4.9
Finance internship job in Piscataway, NJ
This individual will join the Global Sales team based in Piscataway, promoting IEEE specialty products to academic, government, and corporate organizations. The intern will assist with the following tasks: * Assist Sales team with marketing campaigns and sales programs
* Obtain business intelligence to help develop sales prospects
* Update contacts, accounts and corporate hierarchies in the CRM system: Salesforce.com
* Utilize IEEE inhouse reporting tools and business systems to gather information on existing customers
* Provide data analysis on customer and prospect accounts
REQUIREMENTS:
* Rising Junior or Senior with a concentration in Business or Marketing
* Background in Business is a must with a strong interest in sales.
* Knowledge working with Salesforce.com and strong profile on LinkedIn is a plus.
* Must have exceptional high quality written and spoken English skills.
* Daily contacts with prospects and customers require this candidate to be able to set priorities and communicate effectively in a high volume environment.
* Self starter with the ability to work independently.
* Good communicator and good listener - strong ability to build a rapport with prospects on the phone and via e-mail.
* Well organized. Good planner. Attention to detail.
* Professional image: Candidate will represent the IEEE brand and be outward facing.
$42k-58k yearly est. 35d ago
Advisor, Finance Operations
Cardinal Health 4.4
Finance internship job in Trenton, NJ
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Ensure GPO Admin Fees and Rebates are set up in SAP based on the Rebate Instruction Document; perform reconciliation reviews to ensure completeness and accuracy of rebate and admin fee set up
+ Create and schedule Rebates and GPO Admin Fee reporting in Business Objects for customer transparency
+ Partner with Account Management and Standards & Compliance teams to ensure customers are prioritized and addressed accurately and in a timely manner
+ Work with Manager on more complicated customer setup activities
+ Investigate issues by conducting thorough root cause analysis; establish preventative measures to avoid recurring issues
+ Maintain and enhance internal SOX control structure
+ Identify and implement process improvement initiatives while enhancing standardization across areas
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales/Account Management, Legal, Finance, Pricing, Accounting, Contracting and Revenue Management
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 3-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting preferred
+ Strong experience with MS Excel
+ Knowledge with SAP, Legal Contracts, and Revenue Recognition standards, preferred
+ Business Objects experience a plus
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/13/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$67.5k-96.3k yearly 42d ago
Financial Analyst
Customers Bank 4.7
Finance internship job in Hamilton, NJ
At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered.
Who is Customers Bank?
Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.
We get you further, faster.
Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow.
On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.
Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust.
What You'll Do:
Customers Bank ("Bank") has an immediate opening for a Financial Analyst in the Mortgage Warehouse division. The individual is responsible for financial planning and analysis, budgeting, monthly financial forecasts, financial modeling, financial analysis, and ad hoc analysis and reporting. The individual will be responsible for completing end-of-day close out and reporting as well as assisting on the monthly forecast and balance sheet and income statement annual plan. You will also complete monthly and ad-hoc forecast reporting, partner with finance and accounting, and complete various analysis. This role will have regular interaction with management and financial team liaisons.
Responsibilities:
* Participate in the annual planning process and monthly forecasts which involves financial modeling, coordinating, and preparing management presentations.
* Perform financial modeling of strategic and business inputs.
* Provide in-depth line of business plan and monthly forecasting support and analysis, for completion of the annual plan, monthly forecast, and the three-year strategic plan.
* Analysis of income and operating expenses to understand trends, address line of business requests and perform variance analysis.
* Complete management financial reporting including dashboards, monthly business reviews, profitability reports and other reports as necessary.
* Enhance controls and streamline processes, introducing automation and clarity throughout business line.
* Review and identify inconsistencies and/or issues within the business unit's forecast and make the appropriate changes in the model and reports.
What Do You Need?
* Bachelor's degree preferably in finance, mathematics or economics.
* 1-5 years of financial or business analyst experience.
* Strong academic credentials.
* Experience in banking desired, but not necessary.
* Working hours for this role are expected to be approximately from 12:00pm - 8:00pm EST and are subject to change.
* Experience supporting financial services industry a strong plus.
* Familiarity of banking products and processes desired.
* Ability to understand and analyze a financial institution balance sheet, income statement, and capital.
* Strong analytical, financial modeling and problem-solving skills
* Ability to collaborate and effectively communicate with key stakeholders, cross-functional partners and senior leadership.
* Strong work ethic and self-initiative, with the demonstrated ability to meet demanding deadlines in a fast-paced and changing work environment.
* Willingness to embrace unstructured environments and manipulate large data sets.
* Solid organization skills and the ability to manage multiple and competing priorities while achieving superior results.
* Strong attention to detail.
* The ability to communicate clearly, both verbally and in writing, within the organization and externally.
* Commitment to exemplifying the highest integrity and professional business standards, while exercising the utmost discretion in managing sensitive information.
* Strong interpersonal skills with the ability to work independently and as part of a team.
Technology Skills:
* Ability to work with the Microsoft Suite and learn/work with other Customers Bank's applications.
* Experience with FP&A systems (experience of Essbase and Workday a plus)
* Experience with Power BI desired
* Experience utilizing various AI platforms desired
* Experience with Microsoft Access databases desired
Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
We also provide "reasonable accommodations", upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.
$53k-64k yearly est. Auto-Apply 28d ago
Financial Analyst
Artech Information System 4.8
Finance internship job in Philadelphia, PA
Artech is the 10th Largest IT Staffing Company in the US, according to Staffing Industry Analysts' 2012 annual report. Artech provides technical expertise to fill gaps in clients' immediate skill-sets availability, deliver emerging technology skill-sets, refresh existing skill base, allow for flexibility in project planning and execution phases, and provide budgeting/financial flexibility by offering contingent labor as a variable cost.
Job Description
• Knowledge of legal e-billing and finance processes and systems strongly preferred.
• Customer service oriented. Ability to build and maintain relationships with internal customers and third parties, including GSK Legal practice groups, client Finance, law firms, and other external providers of legal services to client Legal.
• Strong communication skills, including communicating and corresponding regarding financial and e-billing terms in a non-technical, business manner.
• Strong organizational skills and attention to detail with the ability to handle multiple tasks and priorities.
• Experience with Excel for ad-hoc reporting.
Additional Information
Prashant Sharma,
Recruitment Specialist
Artech Information Systems LLC
360 Mt. Kemble Avenue, 2000 Suite, Morristown, New Jersey 07960
Contact : ************
*******************************
$53k-75k yearly est. Easy Apply 60d+ ago
Private Equity Fund Reporting Internship
Graham Partners 4.6
Finance internship job in Newtown, PA
Graham Partners, a Philadelphia area private investment firm, seeks a motivated Fund Reporting Intern to join our Fund Reporting team. This internship provides hands-on experience in fund accounting operations, financial reporting, and investor relations within the private equity industry. The ideal candidate is detail-oriented, eager to learn, and has a basic understanding of accounting principles.
Specific responsibilities include:
Assist in preparing quarterly fund financial reports, including statements of partners' capital and unfunded commitments.
Assist in capital call and distribution processing, ensuring accurate calculations and timely execution.
Perform data entry and maintain accurate financial records.
Maintain general ledgers and record transactions related to fund investments
Participate in month-end closing activities and journal entry preparation.
Organize and maintain financial reporting files/system.
Communicate with investors regarding capital accounts, calls, and financial statements.
Conduct research on financial regulations and industry best practices as needed.
Assist in ad hoc accounting tasks.
QUALIFICATIONS
Currently pursuing a degree in Accounting, Finance, or a related field.
Basic knowledge of accounting principles and financial reporting.
Proficiency in Microsoft Excel.
Strong analytical and problem-solving skills.
Excellent communication and organizational abilities.
Ability to work independently and collaboratively in a team environment.
START DATE
Expected start date late May 2026.
COMPANY
Graham Partners is a private investment firm principally focused on investing in technology-driven companies in advanced manufacturing and technology-enabled services that are spurring innovation, resulting in product substitutions, raw materials conversions, and disruptions to traditional end markets. Graham can offer control or minority capital solutions and typically targets companies with EBITDA up to $50 million. Since Graham began managing third party capital roughly 25 years ago, the firm has closed over 160 acquisitions, joint ventures, financings, and divestitures. The committed capital raised since inception through the Graham Partners funds together with Graham-led co-investments totals approximately $7.5 billion as of September 30, 2025, which differs from Graham's Regulatory Assets Under Management of approximately $4.9 billion as of September 30, 2025. Investors include college and university endowments, foundations, funds-of-funds, insurance companies, pension plans, high-net-worth individuals, and other institutional investors. Based in suburban Philadelphia, the Firm has access to extensive operating resources and industrial expertise and is a member of The Graham Group, an alliance of independent operating businesses, investment firms, and philanthropic entities, which all share in the common legacy of entrepreneur Donald Graham.
Graham Partners is an Equal Opportunity Employer. We do not discriminate based upon race, color, sex, gender identity, sexual orientation, age, religion, national origin, disability, citizenship status, military status, genetic information, or any other applicable characteristics protected by law. We invite all interested qualified applicants to apply for career opportunities.
Job Posted by ApplicantPro
$30k-37k yearly est. 17d ago
Summer Intern, Supervision Regulation & Credit, SES and Stress Testing Data
Federal Reserve Bank of San Francisco 4.7
Finance internship job in Philadelphia, PA
CompanyFederal Reserve Bank of PhiladelphiaThe Federal Reserve Bank of Philadelphia is one of the 12 regional Reserve Banks that, together with the Board of Governors in Washington, D.C., make up the Federal Reserve System. It helps formulate and implement monetary policy, supervises banks and bank and savings and loan holding companies, and provides financial services to depository institutions and the federal government. The Federal Reserve Bank of Philadelphia serves eastern and central Pennsylvania, southern New Jersey, and Delaware.
Bring your passion and expertise, and we'll provide the opportunities that will challenge you and propel your growth!
Job Summary:
The Federal Reserve Bank of Philadelphia is seeking an undergrad or graduate level student with preferred majors related to quantitative finance.
This opening requires an on-site presence. The work schedule is Monday - Friday (40 hours per week). This is a 10-week paid internship.
The hourly rate for this position is as follows:
$23.00 undergraduate level student
$28.00- graduate level student
What You Will Do:
The intern will be working on the Securities Evaluation Services (SES) team within the Supervision, Regulation and Credit department. The SES team focuses on topics related to fixed income securities. As such, we are looking for an intern that has great interest in the fixed income markets.
The intern will provide support on a with a wide range of efforts surrounding a database where the SES team stores fixed income information from examinations. This database can provide valuable horizontal information back to examination teams.
The selected intern can expect to:
Cleanse the data
Develop new templates used by SES analysts for examinations
Study horizontal behaviors to generate presentations and products
The intern may also be asked to assist various projects related to Stress Testing related to the Securities and Fair Value Option models.
What You Have:
A rising junior or senior undergraduate, or master's student pursuing a degree related to Finance, Economics, Statistics, or Data Science. Other fields related to quantitative finance are strongly encouraged to apply.
Required Skills:
Experience working with large data sets
Familiarity with R and SQL
Preferred Competencies:
Strong technical background
Verbal and written communication skills
Problem solving skills
Attention to detail is needed to make sure that the data work has been performed correctly
Organizational skills to annotate and document their work such that others can pick up where the project left off
Ability to work well independently with little supervision, the project manager will be available to assist
Strong presentation and communication skills to share what they have completed concisely and effectively
Additional Information:
The Federal Reserve Bank of Philadelphia takes your information privacy seriously. Federal Reserve Bank of Philadelphia staff will only email you from the "@phil.frb.org" domain or through the Workday system "****************". If you are initially contacted by phone, feel free to request that the caller provide you with their email address to validate their identity. If you have any questions about the validity of someone who contacts you regarding this position, please email the Talent Acquisition team at ******************************.
We are an equal opportunity employer committed to hiring the best candidates and to providing equal employment opportunity to all persons without regard to race, color, religion, sex, pregnancy, national origin, age, genetic information, disability, military service, or any other basis protected by law.
We will ensure that individuals with disabilities are provided reasonable accommodations to participate in the job application or interview process, to perform essential job responsibilities, and to receive other benefits and privileges of employment. If you need assistance or an accommodation due to a disability, please email us at ******************************.
All Federal Reserve Bank of Philadelphia employees must comply with the Bank's ethics rules, which generally prohibit employees, their spouses/domestic partners, and minor children from owning securities, such as stock, of banks or savings associations or their affiliates, such as bank holding companies and savings and loan holding companies. If you or your spouse/domestic partner or minor child own such securities and would not be willing or able to divest them if you accepted an offer of Bank employment, you should raise this issue with the Recruiter for this posting, who can provide you contact information for our ethics officer if necessary. You should review the
Bank's Employee Code of Conduct to ensure compliance with conflict of interest rules and personal investment restrictions.
You will be required to complete a background investigation including drug testing as a condition of employment, after the job offer is made. Candidates for positions deemed as "safety sensitive" will also be drug screened for the presence of marijuana. Any hiring decision based on a background investigation will be made following an individualized assessment that is job-related and consistent with business necessity and applicable law. Employment may not begin until the Bank accepts the results of the background investigation.
All employees will be subject to FBI fingerprint / criminal background and Patriot Act/ Office of Foreign Assets Control (OFAC) watch list checks at least once every five years.
This position requires access to confidential supervisory information and/or FOMC information, which is limited to “Protected Individuals” as defined in the U.S. federal immigration law. Protected Individuals include, but are not limited to, U.S. citizens, U.S. nationals, and U.S. permanent residents who either are not yet eligible to apply for naturalization or who have applied for naturalization within the requisite timeframe. Candidates who are permanent residents must sign a declaration of intent to become a U.S. citizen when eligible to do so and pursue a path to citizenship. Candidates who are not U.S. citizens or U.S. permanent residents may be eligible for the information access required for this position if they sign a declaration of intent to become a permanent resident and a U.S. citizen and meet other eligibility requirements. In addition, all candidates must undergo an applicable background check and comply with all applicable information handling rules. Certain eligibility rules apply. You will provide work authorization to prove your eligibility to work in the United States.
The above statements are intended to describe the general nature, level of work and the requirements of this position. They are not intended to be an exhaustive list of all responsibilities associated with this position or the personnel so classified. While this is intended to be an accurate reflection of this position, management reserves the right to revise this or any job description at its discretion at any time.
By applying to this position, you agree you will be available to work on-site in a full-time capacity.
Learn more about the Philly Fed and its culture. Learn more about working for the Philly Fed.
Full Time / Part TimePart time Regular / TemporaryTemporaryJob Exempt (Yes / No) NoJob CategoryWork ShiftFirst (United States of America)
The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences.
Always verify and apply to jobs on Federal Reserve System Careers (************************************* or through verified Federal Reserve Bank social media channels.
Privacy Notice
$23 hourly Auto-Apply 7d ago
Financial Analyst
Customers Bank 4.7
Finance internship job in Hamilton, NJ
At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered.
Who is Customers Bank?
Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.
We get you further, faster.
Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow.
On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.
Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust.
What You'll Do:
Customers Bank (“Bank”) has an immediate opening for a Financial Analyst in the Mortgage Warehouse division. The individual is responsible for financial planning and analysis, budgeting, monthly financial forecasts, financial modeling, financial analysis, and ad hoc analysis and reporting. The individual will be responsible for completing end-of-day close out and reporting as well as assisting on the monthly forecast and balance sheet and income statement annual plan. You will also complete monthly and ad-hoc forecast reporting, partner with finance and accounting, and complete various analysis. This role will have regular interaction with management and financial team liaisons.
Responsibilities:
Participate in the annual planning process and monthly forecasts which involves financial modeling, coordinating, and preparing management presentations.
Perform financial modeling of strategic and business inputs.
Provide in-depth line of business plan and monthly forecasting support and analysis, for completion of the annual plan, monthly forecast, and the three-year strategic plan.
Analysis of income and operating expenses to understand trends, address line of business requests and perform variance analysis.
Complete management financial reporting including dashboards, monthly business reviews, profitability reports and other reports as necessary.
Enhance controls and streamline processes, introducing automation and clarity throughout business line.
Review and identify inconsistencies and/or issues within the business unit's forecast and make the appropriate changes in the model and reports.
What Do You Need?
Bachelor's degree preferably in finance, mathematics or economics.
1-5 years of financial or business analyst experience.
Strong academic credentials.
Experience in banking desired, but not necessary.
Working hours for this role are expected to be approximately from 12:00pm - 8:00pm EST and are subject to change.
Experience supporting financial services industry a strong plus.
Familiarity of banking products and processes desired.
Ability to understand and analyze a financial institution balance sheet, income statement, and capital.
Strong analytical, financial modeling and problem-solving skills
Ability to collaborate and effectively communicate with key stakeholders, cross-functional partners and senior leadership.
Strong work ethic and self-initiative, with the demonstrated ability to meet demanding deadlines in a fast-paced and changing work environment.
Willingness to embrace unstructured environments and manipulate large data sets.
Solid organization skills and the ability to manage multiple and competing priorities while achieving superior results.
Strong attention to detail.
The ability to communicate clearly, both verbally and in writing, within the organization and externally.
Commitment to exemplifying the highest integrity and professional business standards, while exercising the utmost discretion in managing sensitive information.
Strong interpersonal skills with the ability to work independently and as part of a team.
Technology Skills:
Ability to work with the Microsoft Suite and learn/work with other Customers Bank's applications.
Experience with FP&A systems (experience of Essbase and Workday a plus)
Experience with Power BI desired
Experience utilizing various AI platforms desired
Experience with Microsoft Access databases desired
Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.
$53k-64k yearly est. Auto-Apply 60d+ ago
Private Equity Fund Reporting Internship
Graham Partners 4.6
Finance internship job in Newtown, PA
Graham Partners, a Philadelphia area private investment firm, seeks a motivated Fund Reporting Intern to join our Fund Reporting team. This internship provides hands-on experience in fund accounting operations, financial reporting, and investor relations within the private equity industry. The ideal candidate is detail-oriented, eager to learn, and has a basic understanding of accounting principles.
Specific responsibilities include:
Assist in preparing quarterly fund financial reports, including statements of partners' capital and unfunded commitments.
Assist in capital call and distribution processing, ensuring accurate calculations and timely execution.
Perform data entry and maintain accurate financial records.
Maintain general ledgers and record transactions related to fund investments
Participate in month-end closing activities and journal entry preparation.
Organize and maintain financial reporting files/system.
Communicate with investors regarding capital accounts, calls, and financial statements.
Conduct research on financial regulations and industry best practices as needed.
Assist in ad hoc accounting tasks.
QUALIFICATIONS
Currently pursuing a degree in Accounting, Finance, or a related field.
Basic knowledge of accounting principles and financial reporting.
Proficiency in Microsoft Excel.
Strong analytical and problem-solving skills.
Excellent communication and organizational abilities.
Ability to work independently and collaboratively in a team environment.
START DATE
Expected start date late May 2026.
COMPANY
Graham Partners is a private investment firm principally focused on investing in technology-driven companies in advanced manufacturing and technology-enabled services that are spurring innovation, resulting in product substitutions, raw materials conversions, and disruptions to traditional end markets. Graham can offer control or minority capital solutions and typically targets companies with EBITDA up to $50 million. Since Graham began managing third party capital roughly 25 years ago, the firm has closed over 160 acquisitions, joint ventures, financings, and divestitures. The committed capital raised since inception through the Graham Partners funds together with Graham-led co-investments totals approximately $7.5 billion as of September 30, 2025, which differs from Graham's Regulatory Assets Under Management of approximately $4.9 billion as of September 30, 2025. Investors include college and university endowments, foundations, funds-of-funds, insurance companies, pension plans, high-net-worth individuals, and other institutional investors. Based in suburban Philadelphia, the Firm has access to extensive operating resources and industrial expertise and is a member of The Graham Group, an alliance of independent operating businesses, investment firms, and philanthropic entities, which all share in the common legacy of entrepreneur Donald Graham.
Graham Partners is an Equal Opportunity Employer. We do not discriminate based upon race, color, sex, gender identity, sexual orientation, age, religion, national origin, disability, citizenship status, military status, genetic information, or any other applicable characteristics protected by law. We invite all interested qualified applicants to apply for career opportunities.
How much does a finance internship earn in Trenton, NJ?
The average finance internship in Trenton, NJ earns between $24,000 and $51,000 annually. This compares to the national average finance internship range of $28,000 to $52,000.
Average finance internship salary in Trenton, NJ
$35,000
What are the biggest employers of Finance Interns in Trenton, NJ?
The biggest employers of Finance Interns in Trenton, NJ are: