Financial Advisor
Finance internship job in Sacramento, CA
This job posting is anticipated to remain open for 30 days, from 02-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 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.
#LI-USFATA
Financial Advisor
Finance internship job in Fairfield, CA
This job posting is anticipated to remain open for 30 days, from 07-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 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.
#LI-USFATA
College Financial Representative, Internship Program
Finance internship job in Sacramento, CA
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-ApplyAdvisor, Finance Operations
Finance internship job in Sacramento, CA
**_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**
+ Assembles the past due report and interacts directly with vendors to obtain payments and reconcile discrepancies
+ Learns the Cardinal systems to track and validate the calculations of supplier rebates
+ Support the sourcing team to ensure the Cardinal system reflects the most up to date and current contracts, thereby ensuring the supplier rebates are calculated correctly
+ Assist vendors and internal sourcing teams with any disputes/inquiries
+ Assist internal cash team with payment application details for vendor payments
+ Assist with month end close activities, which consist of ensuring manual rebates are calculated correctly, all manual billings are reclassified to the correct general ledger accounts and checking the systematic rebates for accuracy
**_Qualifications_**
+ 3-6 years of experience, preferred
+ Bachelor's degree in related field, preferred, or equivalent work experience, preferred
+ Proficient in Microsoft Office Suite (e.g. Excel)
+ Experience with SAP or similar ERP systems
+ Experience with contracts and agreements
+ Strong organizational skills
+ Strong communication skills
**_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:** 2/16/2026 *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.
_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 (***************************************************************************************************************************
HCAI - HEALTH INFORMATION AND ELECTRONIC RECORDS ANALYST TRAINING PROGRAM (EHR SUPPORT INTERNSHIP)
Finance internship job in Sacramento, CA
Description ***Eligible Applicants must be residents of California. *** Next Cohorts Begin: 2/3/2026 **PLEASE NOTE: "This is a grant-funded training program, not an employment opportunity" Employment is not guaranteed at the completion of the program**
Selection for participation in the training program is NOT guaranteed. Applying or being referred to apply does NOT guarantee acceptance, as participation is subject to HCAI enrollment guidelines.
Description:
The Health Information and EHR Systems Analyst program (HIER) prepares students to manage healthcare data and electronic health record (EHR) systems with confidence. Learners receive hands-on training in EPIC, SQL, Tableau, and Crystal Reports, building core competencies in clinical data management, system implementation, and reporting.
The program also introduces participants to technical workflows aligned with the EHR Support Analyst (ESA) role, including Epic optimization, system troubleshooting, and internal user support.
This expanded focus equips learners to contribute to healthcare IT environments through both foundational and system-facing responsibilities, ensuring data accuracy, security, and compliance.
This program prepares students for the HIMSS CAHIMS certification, providing a strong pathway into health information technology and EHR specialist roles across healthcare settings.
Note: The EHR Support Analyst (ESA) plays a key role in helping healthcare teams use electronic health record (EHR)
This program consists of online classroom training and a remote hands-on internship/externship. Participation in both components require a commitment of 40 hours per week during standard business hours.
Eligibility Requirements:
Applicants must be residents of California and live within 30-45min from Sacramento, CA.
Must be 18 years or older
Must have a high school diploma or GED certification
Must be a U.S. Citizen/National or have a valid Lawful Permanent Resident Alien (not open to non-citizens or Visa holders)
Must have proficient computer experience (MS Windows & MS Suite (Word, Excel, PP, Outlook)
Ability to type Net 40 wpm
Great attention to detail and strict HIPAA compliance
Analytical and detail oriented.
Able to learn in a self-directed, fast-paced, rapidly changing environment.
Program Details:
Schedule:
The training program runs Monday through Friday, 8:00 AM to 5:00 PM, and includes a living stipend.
Commitment:
The program includes remote learning and remote hands-on internship/externship training. Accepted participants must complete 40 hours per week, Monday through Friday, during regular business hours for the entire duration of the program.
Compensation
: $31,200, This stipend is distributed over approximately 44 weeks for participation in both remote learning and remote hands-on internship/ externship training. Stipend payment is made on OCHIN's semi-monthly pay schedule.
Benefits:
Eligible for monthly benefits reimbursement of up to $600 (participant cost only). Some restrictions apply. Also, Internet Stipend $35/month for 44 weeks
Attendance Policy:
Participants are not eligible to receive paid holidays or paid time off (PTO), all missed time will need to be made up.
Program Objectives:
Learn to apply specialized health care and database management insights to analyze important clinical data, identify trends, and create targeted reports.
Develop expertise in managing health information and EHR systems to support healthcare organizations.
Apply data management skills using tools such as EPIC, SQL, Tableau, and Crystal Reports to analyze and report clinical data.
Understand and implement system design, testing, and security protocols to ensure data privacy and compliance.
Prepare for the HIMSS CAHIMS certification exam, focusing on healthcare IT, leadership, and system analysis.
Support healthcare teams in optimizing operational workflows and improving patient outcomes through technology
Requirements
The
EHR Support Analyst (ESA)
plays a key role in helping healthcare teams use electronic health record (EHR) systems efficiently and accurately. ESAs monitor system alerts, resolve technical issues, and support staff with tools like Epic to ensure patient data flows smoothly across departments. They help maintain user access, troubleshoot application errors, and guide clinical teams through system updates and workflow changes.
This role requires attention to detail, strong communication skills, and a commitment to improving how health information is managed. ESAs contribute to better patient care by making sure the technology behind the scenes works reliably, securely, and in alignment with clinical needs.
The ESA duties include, but are not limited to:
· Review communications from OCHIN and internal teams via email and Jira to stay informed of system updates and notifications.
· Relay system notifications and updates to appropriate end users to ensure timely awareness and action.
· Troubleshoot Epic-related issues in collaboration with end users and support teams, using Jira and other designated channels.
· Monitor and manage Epic workqueues including Interface Errors, EMR Errors, E-Prescribing Errors, Failed Fax, Charge Router Errors, and Claim Edits.
· Monitor and respond to internal help requests and departed provider pools to support data integrity and workflow continuity.
· Attach to and monitor the Default Provider In Basket to ensure timely resolution of outstanding items.
· Review and process scanning and indexing issues, including training end users on redaction procedures.
· Update and maintain user records (EMPs, SERs, Ella access) and system configurations to support accurate access and functionality.
· Build and inactivate user access as needed, following onboarding and offboarding protocols.
· Update Fee Schedules, Preference Lists, SmartPhrases, and SmartLists to reflect current workflows and provider needs.
· Request destination map updates and maintain Lot Manager to support accurate routing and inventory tracking.
· Assist users in optimizing their Epic experience through personalized support and workflow enhancements.
· Review Weekly Change Notices and update training documentation and workflows accordingly.
· Implement internal trainings on Epic functionality and system updates to support staff development.
· Create and modify letter templates to support communication and documentation needs.
· Assess existing workflows and contribute to the development of more efficient processes based on operational needs.
· Run and review system reports such as Open Encounter Reports and Duplicate Patient Reports.
· Maintain the security and integrity of health information by adhering to privacy policies and regulatory standards.
· Other duties as assigned.
OCHIN Workforce Development Equal Opportunity Statement
OCHIN is an equal opportunity educational provider committed to fostering an inclusive and equitable environment for all. We are dedicated to a policy of non-discrimination for all members of the OCHIN community, including learners, team members, and applicants. We do not discriminate based on race, creed, color, sex, sexual orientation, gender identity or expression, religion, national origin, age, disability, genetic information, marital status, veteran status, or any other legally protected status.
OCHIN is committed to making decisions for program entry, training, and educational opportunities based on individual qualifications and abilities. We actively seek to attract learners and team members from diverse backgrounds and affirmatively support equal access and opportunity for women, minorities, individuals with disabilities, special disabled veterans, and other covered veterans, in accordance with applicable federal, state, and local laws.
We strive to create an inclusive learning environment that fosters the success of every individual and reflects the diverse communities we serve.
OCHIN Workforce Development Health Screenings and Immunization Requirements
To ensure the safety of our learners, partners, and communities, OCHIN requires all program participants-including those attending remote and in-person training, internships, and externships-to be vaccinated with a COVID-19 vaccine, as recommended by state and federal public health officials. Participants must provide proof of full vaccination or receive approval for a medical or religious exemption prior to program acceptance.
Additionally, for on-site internships and externships, participants must provide proof of meeting the immunization requirements specific to the host site prior to acceptance into the program. These requirements may include, but are not limited to, vaccinations for influenza, hepatitis B, and MMR. Requests for exemptions based on medical or religious grounds will be reviewed and must comply with applicable laws and site-specific policies.
Please note that many sites require participants to complete tuberculosis (Tb) testing and drug screening before beginning their placement. Participants are responsible for ensuring that all required health screenings are completed by the site's deadline to avoid delays in program participation.
OCHIN is committed to working collaboratively with program participants and host sites to ensure compliance with these health and safety requirements while maintaining respect for individual beliefs and circumstances.
Analyst, Finance
Finance internship job in Folsom, CA
About the RoleThe COS Spread Analyst is part of the BR Finance team, responsible for all non-merch product costs and distribution center operating expenses for BR Specialty and Factory stores in North America. Aside from working closely with the BR FP&A team, primary business partners are Global Production (GP), Global Merchandising, GIS Hub Finance, and Corporate Shared Services Center (CSSC) Finance.What You'll Do
Manage monthly forecast and annual budget for COS Spread consisting of multiple P&L line items
Partner closely with various to understand forecast variances and R&O; help to identify trends and opportunities
Proactively strengthen current processes through tool functionality and other process optimization
Own line-items for Other Cost of Sales line items partnering cross-functionally on forecast and close including:
Managing monthly fabric liability and samples review with GP, working with Inventory Control on shrink and below-cost inventory, working with Logistics to understand inbound and outbound freight
Maintaining effective relationships with a variety of business partners within GP and Merchandising, GIS Hubs, and CSSC
Provide ad hoc analytics and special projects based on business results and cost variances
Establish a track record of clear communication up, down and across the organization
Who You Are
Bachelor's degree in Finance, Accounting or related field
3-4+ years of work experience, preferably in financial analysis or related equivalent, retail industry experience a plus
Strong analytical and problem-solving skills
Demonstrated initiative and ability to work independently
Strong sense of accountability and ownership; proven record of delivering to high standards of accuracy
Team player with a positive attitude - must be flexible, open to cross-training and leaning in as needed across the team
Expert in Excel functionality and modeling skills, knowledge of Essbase/Hyperion and Anaplan preferred
Auto-ApplyFinancial Analyst
Finance internship job in Sacramento, CA
We are recruiting on behalf of a well-established client in the Sacramento region seeking a Financial Analyst to support strategic pricing initiatives, cost analysis, and operational efficiency across multiple channels. This is a high-impact role for a detail-oriented professional with strong analytical skills and a deep understanding of manufacturing cost structures. The ideal candidate will have strong financial analysis, cost accounting, and strategic pricing experience. Manufacturing industry is highly preferred.
This position is 100% onsite. Salary: $95,000- $115,000 per year (DOE) plus bonus.
PRIMARY RESPONSIBILITIES:
Develop and implement pricing tools, procedures, and resource plans to support strategic sales and operational goals
Collaborate with Sales and Purchasing teams to align pricing architecture, channel relationships, and raw material cost tracking
Create and manage reporting for sales forecasts, production metrics, and budgeting processes to support financial planning
Analyze customer and product-level profitability, monitor cost variances, and identify key drivers impacting margins and inventory valuation
Drive process improvements across manufacturing operations by conducting cost analysis, writing SOPs, and identifying opportunities for efficiency and saving
SKILLS AND QUALIFICATIONS:
Bachelor's degree in accounting, finance, or a related field
Over 3 years of hands-on experience with pricing strategies, manufacturing cost drivers, and customer/channel P&L dynamics
Proficient in financial analysis, budgeting, forecasting, and ERP systems across purchasing, planning, and costing functions
Strong communication, problem-solving, and cross-functional collaboration skills, with the ability to thrive in a fast-paced, detail-driven environment
Financial Analyst Intern
Finance internship job in Elk Grove, CA
At Point Quest Group we're champions for every student's potential. As the nation's premier provider of special education services, we proudly partner with over 360 school districts and charters, supporting thousands of students ages 3-22 each year. Whether it's through in-district specialized staff and services, our non-public schools, or our extended family of companies, we provide personalized educational, behavioral, and therapeutic support that helps students thrive not only academically, but also socially and emotionally.
As we continue to grow and expand our reach, we're looking for a Financial Analyst Intern who will play a key role in supporting our financial decision-making. In this role, you'll assist in analyzing financial data, developing reports, and contributing insights that guide strategic planning. You'll collaborate closely with our finance team, learn best practices, and help drive initiatives that strengthen our financial operations-ensuring we have the clarity and insight needed to make a lasting difference in the lives of students.
The Role
As a Financial Analyst Intern, you'll play a meaningful role in supporting our finance team-contributing to day-to-day analysis while learning how financial insights shape organizational decisions. You'll assist with data extraction, data review, and reporting, gaining hands-on experience that helps strengthen our financial operations.
The ideal candidate will be located in Sacramento, CA and able to work on a hybrid schedule.
What You'll Do
* Partner with finance and operational leaders to understand business objectives and support data-driven decision-making through targeted analyses.
* Build and maintain financial models and reports in Excel, leveraging Power Pivot, Power Query, and advanced formulas to ensure accurate, scalable outputs.
* Prepare clear, reliable reporting packages that highlight key metrics, trends, and variances for leadership and cross-functional teams.
* Play an active role in forecasting and budgeting by validating data inputs and digging into drivers behind results.
* Identify opportunities to streamline reporting processes through automation, improved data structures, and documented best practices.
ASSOCIATE HEALTH FACILITY CONSTRUCTION FINANCING ANALYST
Finance internship job in Sacramento, CA
Hybrid Telework Opportunity Employees in this classification, within the Department of Health Care Access and Information, shall receive a pay differential equivalent to 5% of their monthly base pay. Why Join HCAI? At HCAI, you'll be part of a team that makes a difference. We support California's health infrastructure by ensuring access to care through strategic financing and policy innovation. This is your opportunity to apply your financial expertise in a role that combines public service, community impact, and professional growth.
Desirable Qualifications In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate:
* Experience in commercial credit analysis and loan underwriting.
* Experience in credit risk management and accounting.
* Experience in business financial statement analysis.
* Knowledge in commercial real estate lending policies and procedures.
* Knowledge of healthcare industry.
* Experience with writing reports, communicating with customers, or building relationships with clients.
* Excellent written, oral, and interpersonal communications skills.
* Experience with Microsoft, Excel, and Word.
* Ability to learn quickly, pay close attention to detail, work independently and be task oriented.
* Ability to travel occasionally for business meetings and trainings.
* Ability to present to small groups.
As the Associate Health Facility Construction Financing Analyst you will perform the various phases of work involved in the review and analysis of applications for various Health Facility Financing programs for the acquisition, renovation, or construction of health facilities, including determining the need, financial feasibility, community benefit, and the potential risks of the issuance of loan insurance. The incumbent analyzes, reviews, and negotiates financial reports, construction plans, and legal documents, and participates in the loan closing; monitors construction progress, borrower financial performance, loan payments, and compliance with loan documents of insured projects; and develops appropriate courses of action in cases of financial default.
Key Responsibilities
* Independently manage a portfolio of more healthcare facility projects.
* Analyze and underwrite health financing applications, which often include financial feasibility, market studies and appraisals, to make recommendations on project viability, community benefit, and potential risk.
* Conduct financial statement analysis, review legal documents, assess construction plans, and negotiate terms with stakeholders.
* Participate in loan closings and coordinate with legal, financial, and construction experts to ensure proper execution.
* Monitor borrower financial performance, construction milestones, and compliance with loan terms.
* Develop strategies and recommend corrective actions for projects at risk of financial default.
* Present findings and recommendations to leadership and external stakeholders in both written and verbal formats.
Take a 2-minute survey to tell us why you applied for HCAI! -
*************************************
You will find additional information about the job in the Duty Statement.
Working Conditions
HCAI offers a hybrid telework schedule with a combination of remote and in-office work schedules for CA residents only. The telework policy is subject to change, and additional in-office days may be required and/or minimal notification may be given to report to the worksite if an urgent need arises.
Telework schedules: The expectation is that all staff will work in office 4 days a week July 1, 2026.
HCAI does not provide visa sponsorship and is not an E-Verify employer.
Minimum Requirements
You will find the Minimum Requirements in the Class Specification.
* ASSOCIATE HEALTH FACILITY CONSTRUCTION FINANCING ANALYST
* HEALTH FACILITY CONSTRUCTION FINANCING ANALYST
Additional Documents
* Job Application Package Checklist
* Duty Statement
Position Details
Job Code #:
JC-502621
Position #(s):
************-XXX
Working Title:
Account Manager
Classification:
ASSOCIATE HEALTH FACILITY CONSTRUCTION FINANCING ANALYST
$6,031.00 - $7,547.00
New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.
Shall Consider:
HEALTH FACILITY CONSTRUCTION FINANCING ANALYST
$3,861.00 - $4,839.00 A
$4,181.00 - $5,233.00 B
$5,014.00 - $6,276.00 C
# of Positions:
1
Work Location:
Sacramento County
Telework:
Hybrid
Job Type:
Permanent, Full Time
Department Information
California's Department of Health Care Access and Information ensures healthcare access is provided to Californians where it is needed most. With offices in Sacramento and Los Angeles, we strengthen the state's healthcare system through facility construction, expanding the health workforce, and providing health information. Our diverse team upholds the values of professionalism, innovation, equity, and service. We can provide you with the tools to start, build, or transition your career while making an impact for all Californians.
Are you a finance professional interested in joining a public sector team that has insured over 600 healthcare projects valued at over $8.7 billion since 1971? Then maybe the Cal-Mortgage Loan Insurance Program is the right fit for you! Cal-Mortgage provides loan guarantees for nonprofit healthcare facilities. Typical loans range in size from $5 million to $200 million and proceeds are used to finance the full spectrum of healthcare development needs. Begin building with us today!
HCAI demonstrates a commitment to building an inclusive work environment that promotes diversity, where employees are appreciated, and comfortable as their authentic selves. We value our employees' skills, experience, and unique perspectives because they enrich our workforce and make us stronger. We embrace and support a culture providing equitable opportunities which empowers health care access and information serving diverse CA populations.
To learn more about HCAI, visit: *******************
Special Requirements
Candidates must meet the Minimum Requirements for both the Associate Management Auditor and Health Facility Construction Financing Specialist classifications. However, only the Associate Management Auditor examination is available, which can be found below.
You will find the Minimum Requirements in the Class Specification.
* ASSOCIATE MANAGEMENT AUDITOR
* HEALTH FACILITY CONSTRUCTION FINANCING SPECIALIST
Associate Management Auditor Exam: Candidates that are new to state service must take the online examination to establish eligibility. The examination can be found at the following link CalCareers.
There is also a Limited Examination & Appointment Program (LEAP) exam available for this classification. Information on the LEAP certification process is available on the Department of Rehabilitation LEAP Certification website.
This position is subject to the Form 700 Statement of Economic Interests filing requirements, which requires disclosure of certain personal economic interests as determined by the Conflict of Interest Code of the Department of Health Care Access and Information. Pursuant to Government Code section 81008, Form 700 Statement of Economic Interests is public record and will be made available for public inspection.
Application Instructions
Completed applications and all required documents must be received or postmarked by the Final Filing Date in order to be considered. Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application.
Final Filing Date: 1/6/2026
Who May Apply
Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply.
Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s).
How To Apply
Complete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at ********************** When submitting your application in hard copy, a completed copy of the Application Package listing must be included. If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below:
Address for Mailing Application Packages
You may submit your application and any applicable or required documents to:
Department of Health Care Access and Information
N/A
Attn: Human Resources: Classification and Pay Unit
2020 West El Camino Avenue, Suite 1016
Sacramento, CA 95833
Address for Drop-Off Application Packages
You may drop off your application and any applicable or required documents at:
Department of Health Care Access and Information
N/A
Human Resources: Classification and Pay Unit
2020 West El Camino Avenue, Suite 1016
Sacramento, CA 95833
Drop off at 8th Floor Receptionist, Attn: Human Resources
08:00 AM - 05:00 PM
Required Application Package Documents
The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job:
* Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at ********************** All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position.
* Resume is optional. It may be included, but is not required.
* Statement of Qualifications - A Statement of Qualifications (SOQ) is required. The SOQ is a narrative no longer than two pages in length (Arial 11-point font) describing your education and experience as it pertains to the duties and desirable qualifications listed. Resumes do not take the place of the SOQ. Applications received without a clearly titled SOQ may not be considered for this position.
Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting.
Benefits
In addition to competitive public employee wages and a comprehensive benefits package, our employees enjoy meaningful and interesting work that supports access to healthcare.
To learn more about benefits for State employees, visit the Salary and Benefits page on the CalHR website.
HCAI is housed in a state-of-the-art building outside of downtown off Interstate-5. Enjoy a great work environment with many amenities, including FREE PARKING (2020 West El Camino Avenue, Sacramento, CA 95833) and fully equipped pay-per-charge electric vehicle charging stations. HCAI is close to many dining and shopping choices.
University of California (UC) and California State University (CSU) employees may qualify to transfer their current and previous employment credit to State of California employment through CalPERS. Human Resources can help with this process upon employment or you can reach out to CalPERS for inquiries at **************.
Contact Information
The Human Resources Contact is available to answer questions regarding the position or application process.
Human Resources Contact:
Joselyn Sandoval
**************
*************************
Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office.
EEO Contact:
EEO Office
**************
***************
California Relay Service: ************** (TTY), ************** (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device.
Additional Application Requirements
You must include: 1) the classification title you are applying for, 2) "JC-#502621", and 3) your source of eligibility (i.e. List Eligibility, Lateral Transfer, Reinstatement, SROA/Surplus) in the "Examination(s) or Job Title(s) for which you applying" section of your application. Applications received without this information may be disqualified.
Applications received via email or fax will not be accepted.
Examination
Associate Health Facility Construction Financing Analyst Exam
Candidates that are new to state service must take the online examination to establish eligibility. The examination can be found at the following link CalCareers.
Health Facility Construction Financing Analyst Exam
Candidates that are new to state service must take the online examination to establish eligibility. The examination can be found at the following link CalCareers.
Equal Opportunity Employer
The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.
It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.
Financial Aid Analyst
Finance internship job in Sacramento, CA
Under general supervision of the Assistant Director of Processing and Awarding, the Financial Aid Analyst - Student Services Professional IB provides professional student service assistance to students, parents and the general public regarding all federal, state, and institutional financial aid programs at Sacramento State. The Financial Aid Analyst is responsible to perform thorough review of verification documentation required for and in accordance with all institutional policy and federal and state regulations. Assignments require the application of both subject matter knowledge and sound judgment in using the principles, techniques, standards, guides and professional skills characteristic of a particular student service program or activity. This generally requires detailed analysis of individual student needs using established guidelines, regulations, and precedents. This role requires use of sound independent judgment while dealing with moderately complex student service problems. It demands the utilization of effective interpersonal skills with both individuals and groups, to be flexible and versatile, to use tact and sensitivity and to apply effective analytical skills in assisting with the preparation of documentation, mandatory reporting and program assessment. The purpose of this work is to assist students in making successful progress toward their degree objectives; to provide learning experiences which supplement those in the classroom; and to assist and encourage students to utilize effectively the knowledge, skills and abilities learned during their university careers. The Financial Aid Analyst is responsible for cyclical workloads comprised of verification (document review and needs analysis), award federal, state and institutional aid, monitor awards, and perform loan certification. The successful candidate will be comfortable working in a fast-paced environment, managing multiple tasks with strict deadlines. The nature, variety and complexity of these duties requires frequent contact with students, parents, faculty and staff and the ability to interpret federal, state and program-specific rules and regulations, as well as ensure program compliance. The successful candidate will maintain knowledge of program rules and regulations, and take the initiative to provide premier service to ensure student success and support the department's mission. Each staff member will develop, maintain and apply specific program area knowledge and expertise within one or more assigned program areas (i.e.: BIA , NCAA , PELL Grant, State Grant, Direct Loans) and be able to counsel students on University policy, when and where applicable. The Financial Aid Analyst must exercise extreme discretion and adherence to regulations governing confidentiality and privacy of records ( FERPA ) is mandatory. They will provide a high level of sensitivity and a professional demeanor when counseling students who are of varied age group, disability, diverse cultural and financial backgrounds often in highly stressful, emotionally charged situations.
Minimum Qualifications
Knowledge and Abilities: Working knowledge of the methods and problems of organization and program management; research and interviewing techniques; principles of individual and group behavior; the ability to rapidly acquire such knowledge of the organization, procedures and activities of the specific campus to which the position is assigned; and the basic principles, practices and major trends in the Student Services field to which assigned. Ability to rapidly acquire a working knowledge of the specific objectives of the campus Student Services program and its relationship to the total campus operation; interpret and apply program rules and regulations; gather and analyze data; reason logically, draw valid conclusions and make appropriate recommendations; present clear and concise information orally and in written reports; and establish and maintain cooperative working relationships with faculty, CSU administrators, student organizations and other private and public agencies. Experience: Possession of these knowledge and abilities is typically demonstrated through the equivalent of one year of experience in professional Student Services work at the entry trainee level. Equivalent amounts of graduate level job-related education may be substituted for the required experience. Education: Equivalent to graduation from a four-year college or university in one of the behavioral sciences, public or business administration, or a job-related field. Additional specialized experience during which the applicant has acquired and successfully applied the knowledge and abilities shown above may be substituted for the required education on a year-for-year basis.
Required Qualifications
Experience 1. University student services experience (e.g., advising, admissions, student programming or development) Knowledge, Skills, Abilities 2. Ability to work effectively in a fast-paced environment subject to frequent change 3. Strong interpersonal skills and the ability to provide services to a diverse student population 4. Excellent verbal and written communication skills and a demonstrated ability to communicate effectively in a diverse environment 5. Proficiency using standard office software packages (e.g., Microsoft Office Suite) 6. Familiarity working with school-based record/data systems/software (e.g., PeopleSoft) 7. Ability to apply moderately complex rules, regulations and procedures Conditions of Employment: -Ability to pass background check
Preferred Qualifications
8. Experience advising students; either in a group or individual setting 9. Knowledge of: ( CMS ) PeopleSoft, NSLDS ( National student loan data systems), COD ( Common Origination and Disbursement Systems), WebGrants, ELM (Electronic Loan Management), and Hyland OnBase Imaging System ( Or comparable Image & workflow software) 10. Two or more years of experience working in a Financial Aid Office with direct experience performing verification and awarding student financial aid with specific Title IV programs, ie: Pell Grants, Direct Loans, or state aid such as Cal Grant)
Credit Solutions Advisor - Palladio Financial Center
Finance internship job in Folsom, CA
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!
Job Description:
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging expertise. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
* Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan
* Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
* Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities
* Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging
* Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
* Responds to client requests and makes referrals to appropriate internal partners based on client needs
* Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience
Required Qualifications:
* Minimum of 2 years of mortgage origination experience. In lieu of this requirement, has previously held the role of:
* Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year
* Knowledge of credit and home lending requirements
* Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively.
* Communicates professionally, effectively, and confidently and is comfortable engaging all clients in person and over the phone.
* Is a critical thinker and can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information.
* Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution.
* Strong written and verbal communications skills.
* Ability to handle ambiguity and adapt to changing circumstances.
* Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic.
* Can be flexible to work weekends and/or extended hours as needed.
* A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally.
* Ability to learn and understand technology.
* Demonstrates a commitment to professional ethics and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State compliance policies.
Desired Qualifications:
* Experience working in a financial center where goals were met or exceeded.
* Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.
* Knowledge of banking products and services.
* Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.
* Experience in a loan origination role in a retail environment and knowledge of
* Mortgage Products (Conventional, Jumbo and HELOC, Government)
* Structuring, Processing, underwriting and closing procedures
* Federal regulations governing real estate lending
* FHA and HUD guidelines
* Other Lending Products (Credit Card, Vehicle Loans)
* Strong computer skills including MS applications and previous experience utilizing laptop technology.
Skills:
* Client Management
* Client Solutions Advisory
* Customer and Client Focus
* Referral Identification
* Risk Management
* Client Experience Branding
* Credit Documentation Requirements
* Credit and Risk Assessment
* Pipeline Management
* Referral Management
* Attention to Detail
* Collaboration
* Issue Management
* Prospecting
* Relationship Building
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Financial Advisor - Vacaville
Finance internship job in Vacaville, CA
To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed.
Proven ability to prospect and grow and established book of business
Ability to generate GDC based on defined thresholds within a specified period of time
FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire)
Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions
Effective interpersonal, verbal, and written communications skills
Effective planning, organizational, time management and problem-solving skills
Effective skill building relationships through rapport, trust, diplomacy, and tack
Effective skill exercising initiative and using good judgment to make sound decisions
Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm
Experience in business development to include market strategy, product demonstration and promoting products and services
Experience consulting with customers to assess their financial status and identify investment needs
Effective knowledge of investment and insurance products
Effective knowledge, to interpret industry related laws and government regulations
Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software
Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data
Desired Qualifications
Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures
Desire to pursue relevant financial services designation
Hours: Monday - Friday, 9:00 AM - 5:30 PM Hybrid
Location: 2040 Harbison Drive Ste E, Vacaville, California 95687
Total Cash Compensation: Base Pay Range ($66,560-$75,000) + Variable Compensation Pay + Annual Incentive
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement
Conducts local seminars and member engagement events to grow book of business
Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity
Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products
Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations
Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings
Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures
Establish, maintain, and develop business relationships with members and internal/external sources
Execute customer and broker purchase/sales orders of securities for current/new clients
Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business
Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment
Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions
Monitor, track and report performance of individual sales plans and assigned strategies for leadership
Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies
Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits
Perform other duties as assigned or appropriate
Auto-ApplyFinancial Analyst
Finance internship job in Rancho Cordova, CA
The Financial Analyst will support the Program Management Office in financial oversight and strategic planning, adhering to company policies and contract standards. This position involves effective collaboration between program finance and the program office, providing ongoing support that includes monitoring project financial status and addressing any financial issues.
Responsibilities
Analyze and validate project costs; assess project performance and identify financial risks.
Conduct monthly and quarterly program forecast assessments.
Perform budget variance analysis, including Estimate To Complete (ETC), Estimate At Complete (EAC), and baseline budget evaluation.
Prepare and maintain sales forecasts.
Assist in the reconciliation of contracts for revenue recognition, funding, completion percentages, customer billings, and Contract Data Requirements Lists (CDRLs).
Develop presentations and lead Program Financial Review meetings with senior management.
Participate in project cost review discussions.
Support financial audits as necessary.
Prepare ad hoc reports and analysis as required.
Ensure daily availability, including evenings and weekends when needed to achieve goals and deadlines.
Skills
An individual should demonstrate the following competencies to perform this job successfully:
Analytical Skills: Gathers and researches data; complements data with intuition and experience.
Problem Solving: Identifies and resolves issues effectively; gathers and assesses information skillfully; collaborates well in group problem-solving situations.
Technical Skills: Actively seeks training and development opportunities; focused on continuously enhancing knowledge and skills.
Oral Communication: Communicates in a clear and persuasive manner; actively listens and seeks clarification; effectively participates in or leads meetings.
Written Communication: Writes with clarity and depth; edits for spelling and grammar; adapts writing style to suit diverse needs; effectively presents numerical data; proficient in reading and interpreting written content.
Teamwork: Encourages and accepts feedback; actively supports the success of team members.
Initiative: Seeks additional responsibilities; proactively asks for and offers help when necessary.
Innovation: Proposes suggestions for enhancing workflows.
Qualifications
To perform this job successfully, an individual must be able to meet each essential duty satisfactorily. Reasonable accommodations may be made for individuals with disabilities to perform essential functions.
Experience
Able to obtain a U.S. Government Clearance
Bachelors degree in Accounting or Finance from an accredited four-year institution.
Intermediate proficiency in Microsoft Excel, PowerPoint, and Word.
Experience with Power BI is a plus.
Ability to excel in a dynamic, changing environment.
Strong communication skills, both verbal and written, with all levels of management.
Proficient in solving problems using complex datasets.
Skilled in managing multiple projects with strict deadlines.
Demonstrates discretion and judgment for assignments of limited scope.
Proven experience working autonomously and taking initiative.
Experience collaborating within a team environment across various management levels.
Strong critical thinking and analytical skills with keen attention to detail and effective time management.
Salary Range
$90,000-$123,000
We are an Equal Opportunity/Affirmative Action 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 characteristic or non-merit-based factors as prohibited by federal, state, or local laws.
Field Safety Advisor Intern
Finance internship job in Rio Vista, CA
NOTE: Along with your resume, please include the following: * Duration of internship availability (Ex: 2, 3, 6 months) * Date you are available to begin the internship Equal Opportunity Employer/Veterans/Disabled PROGRAM OVERVIEW: Our summer Internship Program is a well-rounded, practical 3 month (summer) or 6month (full semester) learning-based experience in the field of safety and hazard risk management in the field of heavy civil marine construction. Dutra Construction is a California based Marine Construction Company with a challenging workload of interesting projects. Study and gain an understanding of safety practices in the worksite while facilitating the maintenance of a safe, accident-free and healthy work environment. You will assist on project sites and in the office in the day-to-day activities associated with our safety program. Through our mentoring program our safety professionals will teach you new skills and you will learn about construction activities such as scheduling, planning, hazard assessments and implementing corrective actions as necessary. We hope to provide a rich experience which fosters growth in the field of Occupational safety. Please view the Dutra Group website ****************** to see the projects and locations we are working on now.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
* Inspects and tours all facilities and mobile equipment to detect existing or potential accident and health hazards and recommends and follows up on corrective or preventative measures where necessary.
* Enforce all safety rules and policies. Provide recommendations to Safety Department and field management for disciplinary actions.
* Assist Safety Manager with coordinating and implementing safety program training and testing, i.e., CPR/First Aid, respiratory and audiometric.
* Makes studies and analyses of industrial accident causes and hazards to health for use by company or plant personnel in compliance with local, state and federal Occupational Safety and Health Administration (OSHA) and MSHA rules and regulations.
* Consults with all departments on design and use of equipment, shops, fire prevention and overall H&S program.
* Keeps managers and employees alerted as to the hazards of working with toxic fumes, dangerous chemicals and any other hazardous substances.
* Participates in the investigation of safety-related accidents and injuries and cooperates in the preparation of material and evidence for organization use in hearings, law-suits, and insurance investigations.
* Assists in conducting pre-hire and random drug testing in field.
* Assists local safety representatives with field Hazardous Materials Audits in preparation of County Hazmat business plan inspections.
* Performs field record-keeping audits.
* Assists project managers with field AHAs, safety plans, and procurement of safety equipment and repairs.
* Attend Safety Managers daily safety meetings and Safety department meetings.
* As requested by Manager, attend various agency audits and inspections.
* As requested by Manager attends OSHA/MSHA training and other safety seminars.
COMPETENCIES:
* Communications: ability to produce clear status reports, writes clearly, communicates tactfully and candidly, exhibits clear verbal skills and an excellent listener.
* Problem Solving: Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions. Able to resolve difficult or complicated challenges.
* Attention to Detail: Diligently attends to detail and pursues quality in accomplishing tasks. Checks work to ensure accuracy and completeness.
* Teamwork: Promotes cooperation and commitment within a team to achieve goals and deliverables.
* Time Management: ability to manage competing priorities effectively, to be resourceful and to use time as a resource.
* Environmental, Health and Safety Management: Understand and know how to comply with all regulations; implement a positive attitude toward health and safety in the design and execution of the project.
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/Experience: Upper division student from four-year college or university in Occupational Safety and Health program or pursuing their Certified Safety Professional Certification.
* Language Ability: strong written and verbal communication skills in order to effectively present information and respond to questions from managers, clients and customers.
* Reasoning Ability: ability to solve practical problems and interpret a variety of instructions given in written, oral, diagram or schedule form.
* Computer Skills: to perform this job successfully, an individual should have knowledge of and experience with Excel.
SUPERVISORY RESPONSIBILITIES: This position has no supervisory responsibilities.
WORK ENVIRONMENT: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* While performing the duties of this job, the employee is required to frequently inspect the project and may be exposed to ongoing construction and various weather conditions. The noise level in the work environment may range from moderate to loud.
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* The employee must occasionally lift and/or move 25-50 pounds.
* Specific vision abilities required by this job include close vision and color vision.
* While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear.
* The employee is occasionally required to use hands to finger, handle or feel.
* The employee is occasionally required to reach with hands and arms.
* The employee is occasionally required to climb or balance, stoop, kneel, crouch and/or crawl.
The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.
PAY RANGE (DOE): $26 per hour
PRIVACY NOTICE TO CALIFORNIA JOB APPLICANTS AND EMPLOYEES
The Dutra Group and its affiliates and subsidiaries ("Dutra," "we," "us," and "our") adopts this Privacy Notice ("Notice") pursuant to the California Consumer Privacy Act, as amended by the California Privacy Rights Act (together, the "CCPA"). This Notice explains our online and offline practices regarding the collection, use, and disclosure of "personal information" of job applicants and employees who reside in California. Please read this Notice carefully so you understand our practices regarding your information.
For more information about the types of information we collect and use in connection with your general access and use of our website, please review our general Privacy Policy for Dutra's Website found here: https://******************/privacy/.
How Dutra Collects Your Information
* Website Visitors: Dutra collects personal information from visitors to our website when voluntarily provided. For instance, we collect personal information when someone contacts us through our contact form.
* Website Navigational Information: As you navigate the Website, Dutra may gather information through common tools like cookies, which are small data files stored on your computer. This may include standard browser information, IP addresses, and your actions on the Website (e.g., pages viewed, links clicked). Cookies are used for administrative purposes, such as storing preferences. Cookies do not contain information allowing direct contact and can be managed via your browser settings.
* Job Applications: Dutra uses Paycor, a third-party HR service provider, to manage our job application process. When you apply for a position with Dutra through our Website, you will be directed to a Paycor-hosted application portal. All personal information submitted during the job application process is collected and stored by Paycor. Dutra does not control or direct how Paycor stores or uses any personal information submitted through this application portal. As Paycor manages the collection and processing of your personal information during the job application process, we strongly encourage you to review Paycor's Privacy Policy. You can access Paycor's Privacy Policy at: **************************************
* Third Parties: Your current, prospective, or former employer or a similarly affiliated entity may provide personal information to Dutra to facilitate the processing of hiring, benefits management, payroll services, tax compliance, scheduling and timekeeping, onboarding, data analytics, or other related human resources-related services.
Information Dutra Collects and the Purpose of Use
* Identifiers. Examples include: real name, alias, postal address, Internet Protocol address, email address, account name, social security number, driver's license number, passport number, or other similar identifier necessary to make employment decisions and manage employment relationships.
* Sensitive Personal Information. Examples include: a social security number, driver's license information, state identification card, passport information, or racial or ethnic origin.
* Personal information categories listed in the California Customer Records statute (Cal. Civ. Code § 1798.80(e)). Examples include: name, signature, Social Security number, address, telephone number, passport number, driver's license or state identification card number, insurance policy number, education, employment, employment history, bank account number, medical information, or other information necessary to provide health insurance and other benefits, including dependents, and emergency contact information.
* Geolocation data. Examples include: physical location or movement of certain equipment in possession of our employees.
* Legally protected classification characteristics under California or federal law. Examples may include: age, race, color, national origin, citizenship, marital status, medical condition, physical or mental disability, sex (including gender, gender identity, gender expression, pregnancy or childbirth and related medical conditions), veteran or military status.
* Internet or other similar network activity. Examples include: cookies and IP addresses.
* Sensory data: Examples include: voicemails.
* Professional or employment-related information. Examples may include: Information regarding prior job experience, positions held, names of prior supervisors.
* Non-public education information. Examples include: Education records directly related to a student maintained by an educational institution or party acting on its behalf, such as grades, transcripts, class lists, student schedules, student identification codes, student financial information, or student disciplinary records.
No Sale of Personal Information
Dutra does not sell your personal information or your sensitive personal information, nor do we share it with third parties for cross-context behavioral advertising.
Use and Disclosure of Personal Information
We collect and use your personal information for the following business purposes, consistent with and only as permitted by applicable law:
* To consider job applicants for current and potential future employment opportunities and assess their skills, qualifications, and interests against our career opportunities.
* To schedule job applicants for interviews and communicate with them about their application and employment opportunities.
* To evaluate a job applicant's employment application, corroborating the information contained in the application and any supporting documents, and (where applicable) conducting employment related screening and background checks.
* To manage the employment relationship with Dutra, facilitate employment administration, processing, and maintenance, such as providing benefits to employees and their beneficiaries, processing payroll, and general office administration.
* To manage the employment relationship with Dutra and facilitate a safe work environment.
* To facilitate IT and equipment safety, functionality, and maintenance.
* To comply with local, state, and federal laws and regulations.
* For any other purposes that we disclose to you at the time of collection.
Pursuant to this Notice, Dutra may disclose some of the personal information to a third-party vendor as necessary for our hiring practices. For example, such vendors could include the agencies we use to conduct pre-employment screening (such as background checks) and conduct drug testing.
Dutra may use or disclose information provided if required by law, to protect its rights, comply with legal processes, comply with government authorities, or safeguard users, employees, or the public.
Except as described in this Privacy Policy, we do not share your personal information with unknown or unaffiliated third parties, nor cross-reference your personal information for cross-context behavioral advertising. Unless otherwise stated in this Privacy Policy, Dutra will not share, sell, rent, or trade your information without prior consent.
Retention of Your Personal Information
Dutra will retain your personal information for the time period reasonably necessary to achieve the purposes described in this Notice, or any other notice provided at the time of collection, taking into account applicable statutes of limitation and records retention requirements under applicable law. The criteria used to determine our retention periods include (i) for as long as we have an ongoing relationship with you, (ii) as required by a legal obligation to which we are subject, and (iii) as necessary to resolve any disputes or enforce our legal agreements with you.
Our Commitment Not to Discriminate
Dutra will not discriminate or retaliate against a job applicant for exercising their rights under the CCPA, including by denying you benefits or services that we make available, charging you different prices or rates for services or benefits, providing a different level or quality of services or benefits, or suggesting that you may receive a different price or level of quality of services or benefits.
Your Rights Under CCPA
California residents have the following rights under the California Consumer Privacy Act ("CCPA") and Consumer Privacy Rights Act ("CPRA") with regard to their personal data:
* Right to know which personal information is collected and processed;
* Right to delete their personal information;
* Right to opt-out of the sale of personal information to third parties;
* Right to opt-out of the sharing of personal information with third parties;
* Right to limit use or disclosure of personal information with third parties;
* Right to non-retaliation for exercising any of the rights concerning personal data;
* Right to data portability; and
* Right to correct any inaccurate personal information.
Exercising Your Rights
To exercise the rights described above, you must submit a verifiable consumer request to us by calling call the Dutra's hotline at ************** or visit thedutragroupdsr.ethicspoint.com.
Please be aware that the CCPA provides certain limitations and exceptions to the foregoing rights.
Pay Transparency Nondiscrimination Provision
Pursuant to 41 CFR 60-1.35(c), as a federal contractor, Dutra shares the following provision with all job applicants and employees:
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Changes to Notice
Dutra continues to evaluate its practices and records in relation to the CCPA to ensure compliance with all requirements. Accordingly, Dutra may update this Notice from time to time. Please review our Privacy Policy periodically for updates.
Contact Information
Reasonable accommodation requests for job applicants can be made at *******************
To exercise the rights described in CCPA above, you must submit a verifiable consumer request to us by calling call the Dutra's hotline at ************** or visit thedutragroupdsr.ethicspoint.com.
Know Your Rights Poster
**********************************************************************
Financial Analyst
Finance internship job in Suisun City, CA
Job DescriptionDescription:
Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee.
Weekly Working Hours: 40
ESSENTIAL FUNCTIONS:
1. Prepares and/or consolidates required and requested financial reports utilizing various application and PC systems.
2. Acts as the primary contact and technical resource for assigned area of financial analysis.
3. Assists with special projects and the preparation of financial plans.
4. Maintains the integrity of assigned financial data bases. Maintains and upgrades current PC based applications. Provides programming support as required.
5. Recognizes, researches and resolves discrepancies in financial data.
Marginal Functions:
6. Performs additional job-related duties which may include generating ad hoc
reports, analyzing specific capital proposals, and providing support for various
company projects.
Requirements:
1-2 years' financial analysis work experience, preferably within a financial institution. Successful completion of college level coursework in financial analysis and accounting required. Bachelor's degree in either field a plus. Incumbent must be PC proficient and have in-depth working knowledge of spreadsheet software and data management systems. Working knowledge of SIMMS or similar mainframe/PC interface software a plus. Excellent analytical organization, oral and written communication skills required.
Physical Demands:
Sitting for extended periods of time utilizing computer keyboard to input data and check reports.
Mental Demands:
Analyze and evaluate data, questions and requests received from clients. Prioritize multiple projects to ensure all users' needs are met within required time frames. Ensure all generated mathematical calculations are accurate. Read and interpret and apply regulatory guidelines and internal policies and procedures.
Equipment Used to Perform Functions:
Telephone, PC, printer, calculator, 10-key adding machine.
Decision Making:
Recommend changes to current procedures, reports and software programs to provide more timely and useful information. Identify errors and ways to prevent re-occurrence. Determine best format to use to present data. Categorize financial transactions to properly report transactions.
EOE
Westamerica Bank's Privacy Policy may be found at: *********************************
Financial Analyst
Finance internship job in Mather, CA
Under minimal supervision, provides system level and regional financial analysis support as assigned. May include long-term financial planning and forecasting for business affiliates, corporate IS capital planning, budget target development for both IS departments and business affiliates, benchmarking analysis and report development in order to identify cost improvement areas, and monthly analysis of business's IS consolidated financials and statistics.
Experience/Knowledge/Skills
• Experience preparing and analyzing financial statements, preparing and analyzing budgets and/or completing financial analysis or financial forecasting as typically acquired in 3 to 5 years.
• Healthcare industry experience is desired.
• Experience in a hospital system or an integrated healthcare organization is preferred.
• Capital planning and implementing of large project tracking.
• Managerial accounting principles and financial analysis.
• Hospital and/or medical group operations experience desired.
• Knowledge of generally accepted accounting principles and their application within the healthcare field, particularly to hospitals.
• Proficient in spreadsheet and graphics software, specifically Excel.
• Strong analytical and problem solving skills.
• Ability to read and understand financial reports and budgets.
• Conceptualize and translate the description of a business into numbers.
• Organize an approach to preparing a financial feasibility.
• Test the reasonableness of a proposed assumption.
• Gauge the reasonableness of a financial forecast.
• Communicate financial assumptions and results orally and in writing.
• Work independently.
• Clearly organize supporting documentation.
Education/Certification/Licensure
BS in Accountancy or Finance, or equivalent combination of education and experience in related field is required. MBA, CPA or both are preferred.
Financial Advisor
Finance internship job in Davis, CA
This job posting is anticipated to remain open for 30 days, from 08-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
We'll give you the support you need. Our team will be there every step of the way, providing:
Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹.
Salary for the first five years as you begin to build your practice²
A firm-provided branch office in the community
Branch office support to help lighten the load so you can focus on your clients
A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way.
You can also expect...
No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
A compensation package that includes opportunities for commissions, profit sharing and incentive travel
The flexibility that you need to balance your personal and professional lives - the best of both worlds
A culture of continuous improvement and professional development
Key Responsibilities
Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements).
Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.
Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability.
¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration
² As your new asset compensation and commissions increase over the first five years, salary will decrease
Benefits:
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page.
Compensation:
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $45,000 - $100,000
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About Job Overview
Skills/Requirements
Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance.
What characteristics would make you a successful financial advisor?
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Skilled in long-term relationship building
Comfortable in your ability to think critically
Passion for new opportunities
Can you see yourself...
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Taking ownership of your business's growth and success?
Meeting professional and personal objectives as they relate to building your practice?
Working in and positively impacting your local community?
Skills/Requirements
Candidates should have at least one of the four qualifications bullets listed below:
A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry
Financial services and/or sales experience
Financial services registration, licensing, or certification
Professional and/or military career progression
Licensing:
SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period.
FINRA registrations required within three months. State insurance licenses will be required.
As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
Read More About 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.
#LI-USFATA
College Financial Representative, Internship Program
Finance internship job in Sacramento, CA
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
Finance internship job in Sacramento, CA
**_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
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_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 Sacramento, CA
We are seeking a detail-oriented and strategic Financial Analyst on behalf of our Sacramento-based client to support the planning, financing, and execution of community infrastructure projects and programs. This role is instrumental in evaluating development proposals, managing complex financial transactions, and advancing policy initiatives.
Employees enjoy a comprehensive benefits package that includes a 9/80 alternate work schedule with every other Friday off, CalPERS pension retirement, full medical coverage (including dental and vision), generous paid time off, a downtown parking subsidy for eligible staff, and ongoing professional development opportunities
Salary: $70,000 - $95,000, DOE. 100% onsite
The qualified candidate has 1-2 years of proven experience in community development, finance, or project implementation, including involvement in redevelopment programs that deliver measurable community impact.
PRIMARY RESPONSIBILITIES:
Lead or support cross-functional teams in planning and executing large-scale initiatives and development programs
Oversee contracts, performance, and coordination of external partners including engineers, architects, and financial consultants
Conduct financial reviews, risk assessments, and funding evaluations aligned with organizational policies and program guidelines
Prepare proposals, reports, and documentation for consultant selection, board approvals, and financing instruments such as loans and bonds
Facilitate internal and external communication to ensure efficient project reviews and alignment across development and construction teams
Review and interpret legal documents, regulatory materials, and program applications related to community development and public projects
Contribute to policy formulation, strategic planning, and interagency collaboration to advance organizational goals
SKILLS AND QUALIFICATIONS:
Possession of a bachelor's degree in public administration, business, finance, social services, or similar, or the equivalent work experience.
1-2 years of professional experience in community development, finance, planning, or project implementation.
Advanced proficiency in Microsoft Excel, including data analysis, and the use of complex formulas and functions to support project and budget management.