Associate Financial Advisor
Finance internship job in Manchester, CT
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 200 West Center Street Ste A1, Manchester, CT
This job posting is anticipated to remain open for 30 days, from 26-Nov-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $75400.00
Hiring Maximum: $80200.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Associate Financial Advisor
Finance internship job in Port Jefferson, NY
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor.
You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community.
Job Overview
Position Schedule: Full-Time
Branch Address: 640 Belle Terre Road Bldg B, Port Jefferson, NY
This job posting is anticipated to remain open for 30 days, from 20-Nov-2025. The posting may close early due to the volume of applicants.
If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We'll give you the support you need.
Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program
A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
What characteristics would make you a successful Associate Financial Advisor?
Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
Resiliency and adaptability in a nimble learning environment
Attention to detail, strong organizational and time management skills
Can you see yourself...
Providing personalized investment and financial solutions to clients?
Cultivating relationships in your local community to grow the business?
Contributing to the branch business plan to increase branch effectiveness?
As a salaried professional, you can also expect...
A culture of continuous improvement and professional development
Full-time Associates receive the following benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
You'll be competitively compensated...
Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities.
The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role.
Hiring Minimum: $81900.00
Hiring Maximum: $87000.00
Read More About Job Overview
Skills/Requirements
Key responsibilities with existing and newly created clients
Responsibilities may include:
Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.
Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.
Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances.
Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.
Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.
Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.
Continually develop yourself to grow personally and professionally.
Job Requirements
High School Diploma/Equivalent required; Bachelor's degree preferred
Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period
At least 3-5 years of relevant experience in securities industry preferred
FINRA licenses required within three months. State insurance licenses required
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Commercial Equipment Vehicle Finance Intern
Finance internship job in Melville, NY
Country: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!
What you will gain
Our Summer Internship Program, beginning in June 2026, provides immersive training and introduction to Santander. You will be combining this training with practical experience on both technical and interpersonal skills, helping your development during the internship.
The 2026 Santander Summer Internship Program is for undergraduate students and/or graduate level students who have an expected graduation date between December 2027 and May/June 2028.
Santander US is a nationwide business with locations across the country. This position is located in Melville, NY.
* The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Salary: $67,000/year
Before applying, please keep in mind that our internship program does not offer any relocation assistance.
What we offer you
You will be given exposure to the innerworkings of one largest financial institutions in the world. Working with best-in-class teams and contributing to projects that drive innovation across the organization. As part of the internship program, you will participate in structured professional development opportunities, create connections with peers and meet leaders across Santander.
As a Commercial Equipment Vehicle Finance intern, you will come out of this experience with an understanding of the underwriting team and their responsibility to analyze quality and quantity of risks underwritten and prepare reports accordingly. You will gain direct knowledge of evaluation and review of existing business and new accounts. You'll learn to contribute to the profitable growth of specific program(s) by maintaining pricing integrity, product excellence, and the development of meaningful performance metrics and controls.
Responsibilities of the Commercial Equipment Vehicle Finance internship role may include but are not limited to:
* Support gathering, spreading and review of client financial statements.
* Analyzes, interprets and underwrites complex transactions in compliance with respective agency guidelines.
* Conducts detailed economic and demographic research to determine feasibility of transactions.
* Assists the underwriter in preparing comprehensive loan approval packages.
What we are looking for
* An undergraduate student with an expected graduation date between either December 2027 or May/June 2028.
* Area of Study: Finance, Accounting, Management, Economics or related field
* Cumulative GPA is 3.5 or above.
* Demonstrates intellectual curiosity and courage.
* Strong English communication skills both written and spoken required.
* Analytical thinkers with a strong attention to detail.
* Organized and able to manage time and multiple tasks efficiently.
* Ability to work independently on special projects.
* Ability to effectively contribute to a team environment.
It would be nice to have
* Coursework in or exposure to accounting, finance, economics, or business. (Preferred)
* Experience in Microsoft Office products. (Preferred)
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Link to Santander Benefits:
Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander 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, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
Auto-ApplyInvestment & Trading - Intern (US)
Finance internship job in Greenwich, CT
As we seek to become the most successful investment team in the world, we empower Traders to bring investment ideas to life. Our Traders identify opportunities in major financial markets around the world and take calculated risks. We succeed together in a team environment that facilitates close collaboration between Traders, Quantitative Researchers, and Technologists.
As an intern, you'll get to challenge the impossible in trading through a structured program that will allow you to collaborate and connect with senior team members and our CEO Ken Griffin. In addition, you'll get the opportunity to network and socialize with peers at iconic venues.
Your Objectives:
* Develop in-depth knowledge of a financial market
* Apply advanced statistical techniques to trading
* Constantly learn and adapt trading approaches
* Innovate by using one of the industry's most powerful trading platforms
Your Skills & Talents:
* Bachelor's, master's or PhD in applied math, engineering, statistical modeling, calculus, computer science, physics or related disciplines required
* Ability to think about the world systematically and quantitatively, as well as the ability to deal with uncertainty in a rigorous and statistical approach
* Interest in applying technology and/or quantitative skills to solve complex trading problems
* Passion for the markets and a desire to seize investment opportunities
* Experience with programming, scripting, and/or statistical software strongly preferred
Opportunities available in Greenwich, New York, Miami.
In accordance with applicable law, the base salary range for this role is $3,500 to $4,000 per week.
In addition, the employee who fills this role will be eligible to participate in a discretionary incentive compensation program, as well as a wide array of benefit programs, such as medical and life insurance, retirement and tax-free savings plans, and access to other healthcare programs.
About Citadel
Citadel is one of the world's leading alternative investment managers. We manage capital on behalf of many of the world's preeminent private, public and nonprofit institutions. We seek the highest and best use of investor capital in order to deliver market leading results and contribute to broader economic growth. For over 30 years, Citadel has cultivated a culture of learning and collaboration among some of the most talented and accomplished investment professionals, researchers and engineers in the world. Our colleagues are empowered to test their ideas and develop commercial solutions that accelerate their growth and drive real impact.
Finance intern
Finance internship job in Bridgeport, CT
Job DescriptionDescription:
Description: CIRI is seeking a motivated intern to support its finance department. Duties may include bookkeeping, data entry, filing, and Microsoft Excel spreadsheet management.
Qualifications:
· Currently pursuing a degree in finance, accounting, or a related field.
· Experienced with bookkeeping and Microsoft Excel
Detail-oriented with good organizational skills
Strong communication and interpersonal skills.
Ability to work with diverse populations in a culturally sensitive manner.
Location: CIRI's Bridgeport headquarters
Duration and Schedule: This is an unpaid internship position requiring a commitment of 10-15 hours per week for a duration of 4 months or one semester. The schedule is flexible and can be tailored to accommodate the intern's academic requirements.
Requirements:
Finance Intern, FP&A
Finance internship job in Bloomfield, CT
Country:
United States of America
Otis Elevator Company is searching for highly motivated candidates interested in starting a career in Finance! This position will be based at Otis Service Center (OSC) in Bloomfield, CT.
Internships at Otis are rewarding and challenging, providing you with the opportunity to learn, grow, and develop through meaningful projects that drive our business. Our comprehensive internship program will allow you to gain hands-on experience and broaden your skills. You'll be immersed in the Otis culture where we collaborate to best serve our customers; and where we empower and inspire each other through support, autonomy and trust.
These are full-time, paid summer internships, typically ranging from 10-12 weeks, starting in May/June 2026. Throughout your internship, we provide continuous training and performance feedback to ensure you develop the necessary skills to succeed.
The OSC FP&A, Finance Operations Intern will have the opportunity to develop greater knowledge of the financial and operational drivers that impact our Manufacturing Service facility's performance and learn about how the business fits into the broader North America and global operation. You will work closely not only with members of the Finance team but also colleagues within Operations and Supply Chain.
Essential Responsibilities
• Work on deliverables ranging from financial planning and analysis and monthly reports on key performance indicators
• In-bound / Out-bound Freight analysis
• Help track and analyze direct and indirect manufacturing costs (e.g., labor, overhead and materials)
• Identify opportunities to streamline reporting processes and ensure data accuracy
• Managing ad-hoc requests from senior finance leadership
Education / Certifications
• Currently pursuing an undergraduate degree in Finance, Accounting, Economics, or other financial concentrations
Basic Qualifications
• Ability to work in a highly team-oriented and dynamic environment
• Self-motivated and able to manage several simultaneous projects and responsibilities
• Strong analytical and communication skills
• Proficiency in Microsoft Office - primarily Excel and PowerPoint
Salary Range:
The hourly range for this role is $21-22/hr. We may ultimately pay more or less than the posted range, and the range may change in the future. Pay within the range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, and business or organizational needs.
Apply today to join us and build what's next!
If you live in a city, chances are we will give you a lift or play a role in keeping you moving every day.
Otis is the world's leading elevator and escalator manufacturing, installation, and service company. We move 2 billion people every day and maintain approximately 2.2 million customer units worldwide, the industry's largest Service portfolio.
You may recognize our products in some of the world's most famous landmarks including the Eiffel Tower, Empire State Building, Burj Khalifa and the Petronas Twin Towers! We are 69,000 people strong, including engineers, digital technology experts, sales, and functional specialists, as well as factory and field technicians, all committed to meeting the diverse needs of our customers and passengers in more than 200 countries and territories worldwide. We are proud to be a diverse, global team with a proven legacy of innovation that continues to be the bedrock of a fast-moving, high-performance company.
When you join Otis, you become part of an innovative global industry leader with a resilient business model. You'll belong to a diverse, trusted, and caring community where your contributions, and the skills and capabilities you'll gain working alongside the best and brightest, keep us connected and on the cutting edge.
We provide opportunities, training, and resources, that build leadership and capabilities in Sales, Field, Engineering and Major Projects and our Employee Scholar Program is a notable point of pride, through which Otis sponsors colleagues to pursue degrees or certification programs.
Today, our focus more than ever is on people. As a global, people-powered company, we put people - passengers, customers, and colleagues - at the center of everything we do. We are guided by our values that we call our Three Absolutes - prioritizing Safety, Ethics, Quality in all that we do. If you would like to learn more about environmental, social and governance (ESG) at Otis click here.
Become a part of the Otis team and help us #Buildwhatsnext!
Otis 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 veteran status, age, or any other protected class according to applicable law. To request an accommodation in completing an employment application due to a special need or a disability, please contact us at ****************.
Privacy Policy and Terms:
Click on this link to read the Policy and Terms
Auto-ApplyIntern-Finance
Finance internship job in Fairfield, CT
Finance Department Intern - Summer 2026
Director Finance Corporate Control, Finance
Objective: To work with all groups in the Corporate Finance team with a view to gaining an insight into how the Accounting and Finance functions support the organization. The objective of this internship is for the student to develop a practical understanding of how Accounting, Treasury, FP&A, and transactional finance functions support the operational and strategic goals of the business. The intern will partner with cross-functional teams including Supply Chain, Operations, and Corporate Finance leadership to develop analytical, technical, and business skills through hands-on assignments.
Area of Focus/Project Details:
Treasury & Cash Management Support
Work directly with the Treasurer to understand daily cash management processes, liquidity management, debt obligations, and banking relationships.
Accounts Receivable & Deduction Review (with Supply Chain Coordination)
Collaborate with the AR Manager and Supply Chain team to evaluate customer deductions, pricing discrepancies, and freight claims common in manufacturing operations.
Assist in root-cause analysis of recurring deduction issues and help develop process improvement recommendations.
Support resolution efforts, documentation, and follow-up with customers as needed.
Audit Support (Corporate Controller & Staff Accountant)
Assist the Corporate Controller and Accountant in compiling audit schedules, retrieving supporting documentation, and preparing reconciliations.
Accounts Payable & Invoice Resolution
Support the AP team in researching invoice variances and assisting with 3-way match issues common to manufacturing (PO, receipt, invoice).
Partner with Purchasing or Operations when necessary to clear outstanding items and improve invoice processing timeliness.
Financial Planning & Analysis (FP&A) Support - FY27 Budget
Develop insights into cost drivers unique to manufacturing-such as material costs, labor efficiency, overhead allocation, and volume forecasting.
Fixed Asset Reconciliation & Year-End Support
Support preparation for year-end close activities by helping verify accuracy and completeness of fixed asset records.
Educational Requirements
Pursuing a bachelor's degree in accounting, Finance, Business Administration, or a related field.
Entering junior or senior year at an accredited college or university.
Required Skills & Qualifications
Strong working knowledge of Microsoft Office Suite, particularly Excel (pivot tables, lookups, data analysis), PowerPoint, and Word.
Strong analytical and problem-solving skills.
Ability to work collaboratively with multiple stakeholders across finance, supply chain, and operations.
Strong organizational skills with attention to detail and accuracy.
Preferred Skills
Experience or coursework in database design, data analysis, or financial systems preferred.
Familiarity with ERP systems (SAP, Oracle, JD Edwards, etc.) is a plus.
Interest in manufacturing operations, cost accounting, and business process improvement.
Timing of internship (start and end date)
Start date: June 2026
End date: August 2026
College Financial Representative, Internship Program
Finance internship job in New Haven, CT
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
Auto-ApplyFinancial Advisor
Finance internship job in Melville, NY
Job Description
Forest Hills Financial Group, a member of The Guardian Network , is looking for individuals like you to join our team as a Financial Advisor.
This is a HYBRID position. Candidates must live in the New York Metropolitan Market. Office space is located in New York City, Melville, New York and New Jersey.
Overview
As a Financial Professional, you will be an advocate for your clients, continually enhancing, enriching, and serving your community.
Forest Hills Financial Group (FHFG) is looking for self-motivated individuals like you to join our network of Financial Professionals. You will work with individuals and businesses in your community providing access to financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
You possess…
• A passion for helping others and making a positive impact in your community.
• An entrepreneurial spirit and desire to own a business that provides the ability to integrate your life and work - on your terms.
• A lifelong learner mentality with a desire to continue growing.
• Self‐motivation, a confident personality, high integrity, and a strong desire to succeed.
What you'll be doing…
• Working with clients to understand their goals, concerns, and current financial information.
• Analyzing information to create a strategy with appropriate products and services.
• Developing and maintaining a base of clients who value your input and guidance.
• Working with clients to keep their financial strategies current and aligned with their goals, building relationships with clients that will last for years.
What we provide…
• Tools and technology to help you appropriately gather, manage, and service your clients.
• Development and training-locally, virtually, and nationally-to support your educational needs.
• Tools and resources to help you market and grow your practice and communicate efficiently with your current and potential clients.
• Mentorship and joint-work opportunities.
• Superior service and support.
• Leadership and career development opportunities including tuition reimbursement and continuing education opportunities.
• The Guardian FR contract includes a draw starting at $24,000; inexperienced FRs in their first four years earn $90K to $100K per year on average, including first year and renewal commissions; renewal commissions begin in year two.
Benefits
Life Insurance
Flexible schedule
Vision Insurance
401(k)matching
Flexible spending account
Health insurance
Dental insurance
Retirement plan
Requirements
• Must be a US citizen or permanent resident
• A four‐year college degree(Preferred)
• Obtain appropriate licensing
Pay:
Commission
Bonus
Who we are…
Guardian has been helping people protect their future and secure their lives for more than 160 years. Every day, we serve 29 million people by helping them and their families pursue financial confidence and well-being in life, health, and wealth. We help families find financial confidence and help people plan for retirement. We help companies take care of their employees. And we help both recover and thrive in times of unexpected loss.
Agency of The Guardian Life Insurance Company of America, New York, NY. The Guardian Network is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries. Park Avenue Securities LLC (PAS) is a wholly-owned subsidiary of The Guardian Life Insurance Company of America (Guardian) located at 10 Hudson Yards, New York, NY 10001. PAS is a registered broker-dealer offering competitive investment products, as well as a registered investment advisor offering financial planning and investment advisory services. PAS is a member of FINRA and SIPC. 2023-155774 (Exp. 5/25)
Financial Analyst Summer Intern 2026
Finance internship job in Armonk, NY
**Introduction** AI, Hybrid Cloud, Quantum - IBM does more than just innovate and create these technologies; our purpose is to be the catalyst that makes the world better. We are helping all industries, from cybersecurity and supply chain to farming and the arts, to solve difficult problems through the power of technology.
Known as the "knowledge behind the numbers," Financial Analysts are considered to be trusted business advisors, working within IBM's business units and geographies, as well as in a myriad of specialized corporate functions. IBM's finance organization is instrumental in driving innovative improvements to global financial processes while providing measurable value to the business.
**Your role and responsibilities**
The IBM Finance Organization is responsible for driving enterprise performance and efficiency. We are the financial stewards of the enterprise delivering IBM's financial strategy with consistency, integrity and transparency.
We are currently seeking to fill summer intern positions for a range of functions such as accounting, tax, financial planning, pricing, business controls, treasury, business development and global financing.
Specific roles and responsibilities will vary by position, however, in each role, candidates will be assigned to highly visible projects and have the opportunity to interact with and learn from senior managers.
Are you eager to learn from others? Are you open to new ideas? Do you enjoy collaborating globally, using data analytics to provide actionable insights and have a passion to drive innovation? Then we ask you: are you ready to join the company that has become essential to the world, driven by that same passion?
Candidates must have the ability to work in the US without current or future need for sponsorship.
**Required technical and professional expertise**
* Enrolled in a Finance/Accounting or closely related degree program
* Excellent oral and written communication skills
* Strong background in Microsoft Excel
* Adept in technology and use of AI
* Proven Leadership
**Preferred technical and professional experience**
* Finance or Business Bachelor's Degree (Rising Senior preferred)
IBM is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, caste, genetics, pregnancy, disability, neurodivergence, age, veteran status, or other characteristics. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
Associate Financial Advisor
Finance internship job in Greenwich, CT
The Executive Wealth Group at Ameriprise Financial is committed to delivering exceptional wealth management solutions with a client-first mindset. As a high-performing and fast-growing practice, we specialize in comprehensive financial planning, investment management, and estate strategies for high-net-worth individuals and families. We are actively expanding through strategic practice acquisition and are looking for an ambitious, relationship-focused Associate Financial Advisor to grow with us.
We're offering more than just a job - this is a career track opportunity for a growth-minded advisor who is ready to take on real responsibility and build lasting relationships. As our Associate Financial Advisor, you'll assist the firm's founding partners in managing relationships with top-tier clients in a "second-chair" advisory role - gaining exposure, mentorship, and credibility. Additionally, after an appropriate amount of time you will be given a set of client relationships to manage and deepen.
In addition, you'll be strategically positioned to receive new clients from future advisory practice acquisitions, allowing you to expand your impact and income potential significantly.
Key Responsibilities
* Manage and deepen relationships within an assigned client book of business, delivering holistic financial advice in line with Ameriprise's standards.
* Collaborate with the lead advisor in a second-chair capacity to serve complex client relationships and support ongoing financial planning, review meetings, and implementation.
* Onboard and build new client relationships that come through the firm's inorganic growth strategy (practice acquisitions).
* Prepare and deliver client meetings across financial planning areas including investment, retirement, tax strategy, insurance, and estate planning.
* Proactively identify planning opportunities and coordinate implementation.
* Maintain accurate and timely client records in CRM and planning systems.
* Uphold a white-glove service experience in every client interaction.
What We're Looking For
* 2-5 years of experience in financial planning or advisory services.
* Series 7 & 66 (or ability to obtain promptly); CFP preferred but not required.
* Strong interpersonal skills with the ability to build rapport and trust with clients.
* A team-first attitude and a growth mindset - you see opportunity where others see obstacles.
* Comfortable with both the technical and relational sides of financial advising.
* Ambition to become a lead advisor and grow your own book of business within our ecosystem.
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Auto-ApplyAdvisor, Finance Operations
Finance internship job in Hartford, CT
**_What Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets.
Finance Operations is responsible for the oversight and overall performance of the following core financial processes. This includes pricing administration, rebates, cash application, chargebacks, billing, accounts payable and employee travel & expense.
**_Responsibilities_**
+ Serve as the primary contact for high-value accounts, addressing complex contract, membership, and pricing issues with detailed statistical reporting on changes.
+ Ownership of in depth audits to correct pricing accuracy, improve FTPA (First Time Pricing Accuracy), and oversee contract-pricing dashboards to promptly address discrepancies.
+ Coordinate with customer, suppliers, & internal CAH teams on high-impact projects, & lead strategic cross-functional initiatives relative to the customer experience.
+ Oversee and report on key performance indicators (KPIs), meet on time deliverables, manage ad hoc requests, and devise strategies for challenging problems.
+ Improve customer-CAH business relations by diagnosing critical customer issues in real time via WMS/CRMs such as SAP/BIA & Salesforce.
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of pricing and/or contracts experience or similar work experience preferred
+ 2+ years in a customer facing capacity highly preferred
+ Experience with the following systems preferred
+ SAP/Business Objects
+ Salesforce
+ MS Excel
+ MS Vizio/Lucid Chart
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $67,500-$96,300
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/06/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#LI-SP-1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Financial Analyst
Finance internship job in New Haven, CT
Experience 10+ years of successfully managing and delivering on FP&A ( financial planning and analysis ) and reporting systems initiatives 5+ years of SAP experience Experience leading the design, build, and implementation of master data (MDM) solutions
Experience with FP&A planning tools such as Anaplan or Tagetik
Experience leading the design, build, and implementation of reporting solutions using SAP tool sets
Additional Information
Thanks & Regards
Praveen K. Paila
************
Manufacturing Financial Analyst
Finance internship job in Bethany, CT
Are you looking for a new challenge? Passionate about innovation? Want to work for a global company that values integrity, teamwork, and loyalty?
At LATICRETE International, we aim to be the leading construction brand trusted globally for high-performance tile and stone installation systems and building finishing solutions. We've been in business for over 65 years, family-owned for three generations, and can be found in over 100 countries.
The Hartford Business Journal even named us one of Connecticut's top family-owned companies in 2017!
We don't just make innovative, industry-leading products. Our purpose is to improve the built world and the lives of those who build it. We strive to connect with, engage with and improve the lives of our employees, our customers, our partners, and the global communities in which we operate.
We are seeking passionate and ambitious employees who want to make a difference not just within our organization, but within their communities, our industry, and the world. If that sounds like you, then what are you waiting for? Join the family and expand your horizons!
Just some of our benefits:
Medical
Dental
Vision
401k
Tuition reimbursement
13 paid holidays in addition to paid vacation and sick time
Flexible spending
Life Insurance, AD&D and Supplemental Insurance
POSITION SUMMARY
The Manufacturing Finance Analyst plays a pivotal role in driving financial excellence within the manufacturing operations of our organization. This role supports decision-making by providing accurate financial analysis, insights, and reporting to enhance operational efficiency, control costs, and achieve strategic objectives.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Additional duties and responsibilities may be assigned, as necessary.
Financial Analysis & Reporting - 50%
Prepare, analyze, and present financial performance reports for manufacturing operations, including cost analysis, variance analysis, and profitability studies.
Monitor and track manufacturing budgets, ensuring alignment with corporate goals.
Develop and maintain dashboards and key performance indicators (KPIs) to support real-time decision-making.
Cost Management & Optimization - 25%
Analyze production costs, identify cost-saving opportunities, and work with operations teams to implement process improvements.
Evaluate and report on inventory levels, material costs, and labor efficiency.
Support standard costing processes and provide insights on variances to forecast and plan.
Forecasting & Budgeting - 13%
Assist in the preparation of annual budgets and periodic financial forecasts for the manufacturing division.
Collaborate with cross-functional teams to ensure accurate projections of production volumes, costs, and revenues.
Cross-Functional Collaboration - 12%
Partner with plant managers, supply chain teams, and other stakeholders to provide financial insights that drive operational improvements.
Serve as a key resource in financial training for manufacturing teams to improve financial literacy across the organization.
REQUIRED SKILLS & QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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.
Education and Experience:
Bachelor's degree in Finance, Accounting, or related field (MBA or CPA preferred).
6+ years of experience in financial analysis, preferably within a manufacturing or industrial setting.
Specialized Skills and Experience:
Strong proficiency in financial modeling and advanced Excel skills.
Experience with ERP systems (e.g., SAP, Oracle) and data visualization tools (e.g., Power BI, Tableau).
Solid understanding of cost accounting principles and practices.
Exceptional analytical and problem-solving skills.
Strong communication and interpersonal skills, with the ability to present complex data clearly.
Ability to work collaboratively in a fast-paced, dynamic environment.
High attention to detail and a proactive approach to identifying and addressing challenges.
Travel Requirement: 0%
Physical Requirements:
Lift: Must be able to lift and/or carry a minimum of 25 pounds.
Push/Pull: Must be able to push/pull 25 pounds.
Standing: Must be able to stand at least 25% of the day.
Sitting: Must be able to sit at least 75% of the day.
Auto-ApplyLocal to Rocky Hill, CT_Finance Analyst(Jr. Role)
Finance internship job in Rocky Hill, CT
360 IT Professionals is a Software Development Company based in Fremont, California that offers complete technology services in Mobile development, Web development, Cloud computing and IT staffing. Merging Information Technology skills in all its services and operations, the company caters to its globally positioned clients by providing dynamic feasible IT solutions. 360 IT Professionals work along with its clients to deliver high-performance results, based exclusively on the one of a kind requirement.
Our services are vast and we produce software and web products. We specialize in Mobile development, i.e. iPhone and Android apps. We use Objective C and Swift programming languages to create native applications for iPhone, whereas we use Android Code to develop native applications for Android devices. To create applications that work on cross-platforms, we use a number of frameworks such as Titanium, PhoneGap and JQuery mobile.
Furthermore, we build web products and offer services such as web designing, layouts, responsive designing, graphic designing, web application development using frameworks based on model view controller architecture and content management system. Our services also extend to the domain of Cloud Computing, where we provide Salesforce CRM to effectively manage one's business and ease out all the operations by giving an easy platform. Apart from this, we also provide IT Staffing services that can help your organization to a great extent as you can hire highly skilled personnel's through us.
We make sure that we deliver performance driven products that are optimally developed as per your organization's needs. Take a shot at us for your IT requirements and experience a radical change.
Job Description
We are looking to fill a position for Financial Analyst in Rocky Hill CT.
Conduct analyses of various financial factors and financial databases of internal customer data. Interpret results, present findings and recommendations to direct supervisor. Ability to develop ad hoc processes to address efficiency gains, and translate into repeatable procedures; Interface with a local , Manila and to explain the methodology and results of the analyses, Documentation and validation of results and processes related to the analyses.
Qualifications
A Bachelor's Degree in finance is required, (or in technology, business or equivalent can be considered as well). experience in financial operations is a plus.
Experience with financial analysis or analytical tools, high level Office knowledge (excel) is required, project management and very good communication, analytical and organizational skills are plus
Additional Information
Local candidates are acceptable for this position.
Financial Clearance Analyst Part Time 32 hours
Finance internship job in Bristol, CT
Job Details BHI Valley St - Bristol, CT Part Time High School 1st Shift (Days) Description
At Bristol Health, we begin each day caring today for your tomorrow. We have been an integral part of our community for the past 100 years. We are dedicated to providing the best possible care and service to our patients, residents and families. We are committed to provide compassionate, quality care at all times and to uphold our values of Communication, Accountability, Respect and Empathy (C.A.R.E.). We are Magnet and received the 2020 Press Ganey Leading Innovator award for our rapid adoption and implementation of healthcare solutions during the COVID-19 pandemic. Use your expertise, compassion, and kindness to transform the patient experience. Make a difference. Make Bristol Health your choice.
JOB SUMMARY:
Under the direction of the Manager of Pre-Service and Financial Clearance, the Financial Clearance Analyst is responsible for the financial clearance of scheduled patient authorizations, including insurance verification, and validation of medical necessity for services. Works in coordination with
provider practices and hospital departments to ensure all scheduled services are reviewed for required authorizations and cleared in advance. The Financial Clearance Analyst will also work other revenue cycle teams to ensure proper billing requirements are met and denials are proactively addressed.
ESSENTIAL JOB FUNCTIONS:
Handle authorization process and obtain pre-certification approvals prior to service.
Submit pre-authorization requests and follow up with payer to ensure timely approvals
Maintain accurate records and reports of pre-certifications request, approvals, and denials
Work assigned worklists and submit authorization information according to payer requirements
Follow up on authorization requests and coordinate with practices and departments according to established policies
Collaborate with revenue cycle team and participate in monthly meetings to review payment and denial trends
Coordinate with provider practices and hospital departments to ensure timely scheduling of patient procedures
Respond to patient and insurance inquiries and provide Good Faith Estimates when required
Perform post service reconciliations and denial follow up tasks
Act as a back-up to the Financial Counselor team, supporting Notice of Admission and Financial
Assistance activities Adhere to applicable policies and procedures, including HIPAA compliance, and state and federal regulations
Other duties as assigned
Qualifications
KNOWLEDGE / SKILLS / ABILITIES:
Ability to ensure quality and integrity of assigned tasks and meet given productivity standards
Possess a patient-centric approach to answer questions and provide information in a professional manner
Demonstrate teamwork, cooperation and collaboration within and outside the team
Skill in effective oral, written, and interpersonal communication
Skill in problem-solving in a variety of settings and translation of data into actionable steps
Ability to read, understand, interpret, and analyze payer requirements
Ability to work independently and take initiative
Excellent customer service and communication as well as interpersonal, organizational and analytical skills
Demonstrate initiative and ability to multi-task while working independently
Strong organizational skills and systems aptitude
REQUIRED EDUCATION / EXPERIENCE:
A Bachelor's degree and a minimum of (1) year of revenue cycle experience or Associates degree and a minimum of (2) years of patient access, financial clearance or financial counselor experience or High School Diploma and a minimum of (5) years of patient access, financial clearance or financial counselor experience
Experience with payer portals and requirements preferred
Familiarity with medical and insurance terminology
Knowledge of payer contracts, regulations and guidelines as well as State and Federal laws relating to billing, collections, and patient access procedures
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
2026 Intern Conversion: Financial Analyst - Armonk NY
Finance internship job in Armonk, NY
Introduction As you have witnessed this summer, at IBM we have an amazing opportunity to transform the world with cognitive technology. By using the vast amounts of information available today to identify new patterns and make new discoveries, we are helping cities become smarter, hospitals transform patient care, financial institutions minimize risk, and pharmaceuticals find cures for rare diseases. Join the forward-thinking teams at IBM solving some of the world's most complex problems - there is no better place to grow your career!
Your role and responsibilities
This position is for intern to full time conversions for starts January 2026 and later. By applying to this position, you are applying to the same role for which you were a co-op or intern at IBM in 2025.
Required education
Bachelor's Degree
Preferred education
Bachelor's Degree
Required technical and professional expertise
Successful completion of a 2025 IBM Co-op or Internship
ABOUT BUSINESS UNIT
The IBM Finance organization is responsible for driving enterprise performance and transformation. We are the financial stewards of IBM, delivering IBM's financial strategy, developing new business models, and mitigating enterprise risk. Do you have a passion for creating business value? Join our team in accounting, financial planning, pricing, business controls, tax, treasury, business development (acquisitions & divestitures), and global financing.
YOUR LIFE @ IBM
In a world where technology never stands still, we understand that, dedication to our clients success, innovation that matters, and trust and personal responsibility in all our relationships, lives in what we do as IBMers as we strive to be the catalyst that makes the world work better.
Being an IBMer means you'll be able to learn and develop yourself and your career, you'll be encouraged to be courageous and experiment everyday, all whilst having continuous trust and support in an environment where everyone can thrive whatever their personal or professional background.
Our IBMers are growth minded, always staying curious, open to feedback and learning new information and skills to constantly transform themselves and our company. They are trusted to provide on-going feedback to help other IBMers grow, as well as collaborate with colleagues keeping in mind a team focused approach to include different perspectives to drive exceptional outcomes for our customers. The courage our IBMers have to make critical decisions everyday is essential to IBM becoming the catalyst for progress, always embracing challenges with resources they have to hand, a can-do attitude and always striving for an outcome focused approach within everything that they do.
Are you ready to be an IBMer?
ABOUT IBM
IBM's greatest invention is the IBMer. We believe that through the application of intelligence, reason and science, we can improve business, society and the human condition, bringing the power of an open hybrid cloud and AI strategy to life for our clients and partners around the world.
Restlessly reinventing since 1911, we are not only one of the largest corporate organizations in the world, we're also one of the biggest technology and consulting employers, with many of the Fortune 500 companies relying on the IBM Cloud to run their business.
At IBM, we pride ourselves on being an early adopter of artificial intelligence, quantum computing and blockchain. Now it's time for you to join us on our journey to being a responsible technology innovator and a force for good in the world.
IBM is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, neurodivergence, age, or other characteristics protected by the applicable law. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
OTHER RELEVANT JOB DETAILS
IBM will not be providing visa sponsorship for this position now or in the future. Therefore, in order to be considered for this position, you must have the ability to work without a need for current or future visa sponsorship.
The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.
College Financial Representative, Internship Program
Finance internship job in Melville, NY
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
Auto-ApplyAdvisor, Finance Operations (Medical Customer Rebates)
Finance internship job in Hartford, CT
**_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_**
+ Perform monthly/quarterly responsibilities related to Medical Rebates and GPO Admin Fees calculation and payout transactions
+ Calculation of rebates for accruals and payouts
+ Preparing audit packages and submit for approval
+ Work with offshore team to facilitate data processing requests associated with corresponding rebate payouts
+ Provide detailed reporting for completed payouts
+ Validating GPO Admin fee data for monthly payouts
+ Own and manage any Admin Fee escalations to resolution
+ Aid in oversight, and accountability to ensure Rebates and Admin Fees are paid timely and completely
+ Respond to direct inquiries pertaining to rebates and admin fees coming from both internal and external stakeholders
+ Assist in Month-End Reconciliations and ensure accruals accurately reflect the contract and have relevant P&L impacts
+ Maintain and enhance SOX internal control structure
+ Help support current payout and reporting requests and processes
+ Work with manager on more complicated customer and transaction activities
+ Collaboration between across the organization to properly account for transactions, including but not limited to Sales, Legal, Finance, Pricing, Accounting and Contracting
**_Qualifications_**
+ Bachelor's degree in related field, or equivalent work experience, preferred
+ 4-8 years of experience in related field preferred, including but not limited to Finance, Audit, or Accounting, preferred
+ Strong experience with Microsoft Excel and can use common formulas (e.g., VLOOKUP)
+ Knowledge with SAP, Vistex, Legal Contracts, and GAAP standards 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:** 01/02/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
\#LI-Remote
\#LI-SP 1
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Local to Rocky Hill, CT_Finance Analyst(Jr. Role)
Finance internship job in Rocky Hill, CT
360 IT Professionals is a Software Development Company based in Fremont, California that offers complete technology services in Mobile development, Web development, Cloud computing and IT staffing. Merging Information Technology skills in all its services and operations, the company caters to its globally positioned clients by providing dynamic feasible IT solutions. 360 IT Professionals work along with its clients to deliver high-performance results, based exclusively on the one of a kind requirement.
Our services are vast and we produce software and web products. We specialize in Mobile development, i.e. iPhone and Android apps. We use Objective C and Swift programming languages to create native applications for iPhone, whereas we use Android Code to develop native applications for Android devices. To create applications that work on cross-platforms, we use a number of frameworks such as Titanium, PhoneGap and JQuery mobile.
Furthermore, we build web products and offer services such as web designing, layouts, responsive designing, graphic designing, web application development using frameworks based on model view controller architecture and content management system. Our services also extend to the domain of Cloud Computing, where we provide Salesforce CRM to effectively manage one's business and ease out all the operations by giving an easy platform. Apart from this, we also provide IT Staffing services that can help your organization to a great extent as you can hire highly skilled personnel's through us.
We make sure that we deliver performance driven products that are optimally developed as per your organization's needs. Take a shot at us for your IT requirements and experience a radical change.
Job Description
We are looking to fill a position for Financial Analyst in Rocky Hill CT.
Conduct analyses of various financial factors and financial databases of internal customer data. Interpret results, present findings and recommendations to direct supervisor. Ability to develop ad hoc processes to address efficiency gains, and translate into repeatable procedures; Interface with a local , Manila and to explain the methodology and results of the analyses, Documentation and validation of results and processes related to the analyses.
Qualifications
A Bachelor's Degree in finance is required, (or in technology, business or equivalent can be considered as well). experience in financial operations is a plus.
Experience with financial analysis or analytical tools, high level Office knowledge (excel) is required, project management and very good communication, analytical and organizational skills are plus
Additional Information
Local candidates are acceptable for this position.