Finance representative jobs in Charlotte, NC

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Advisor: Practice Enablement and Adoption - Finance
Mayer Brown 4.9
Finance representative job in Charlotte, NC
Mayer Brown is an international law firm positioned to represent the world's major corporations, funds, and financial institutions in their most important and complex transactions and disputes. We are recognized by our clients as strategic partners with deep commercial instincts and a commitment to creatively anticipating their needs and delivering excellence in everything we do. We are a collegial, collaborative firm where highly motivated individuals with an unwavering commitment to excellence receive the opportunity, support, and development they need to grow, thrive, and realize their greatest potential all while supporting the Firm's client service principles of excellence, strategic partnership, commercial instinct, integrated strengths, innovation, and collaboration across our international firm. If you enjoy working with team members whose defining characteristics are exceptional client service, initiative, professionalism, responsiveness, and adaptability, you may be the person we are seeking to join our Information Technology department in our Chicago, Charlotte, New York, or Washington, D.C. office, as an Advisor: Practice Enablement and Adoption - Finance. The Advisor: Practice Enablement and Adoption - Finance extends the firm's Technology and Innovation mission into the heart of the Finance practice ensuring that technology investments are fully leveraged, innovations are adopted, and lawyers and clients experience measurable benefit. They focus on uncovering operational pain points, unmet client needs, and opportunities for innovation, as well as driving the adoption and enablement of legal technology solutions across the firm's Finance practice. The Advisor ensures that all practice innovation efforts are grounded in real-world legal practice and aligned with the firm's strategic goals. Reporting to the Assistant Director: Practice Enablement and Adoption, they act as a connector between the firm's Finance practice and our technology delivery teams, between ideas and execution, and between emerging technologies and the Firm's long-term strategy. They help identify opportunities, co-develop solutions for, and implement practice-specific transformation while streamlining and innovating the practice of law. The role will also be responsible for identifying, and collaborating to prototype, and implementing related technology. While collaborating with other members of the Practice Enablement and Adoption team, they will work closely with the other stakeholders, including and not limited to, those in Practice Technology, rest of IT, Knowledge Management, and Legal Risk Management departments to facilitate the smooth implementation of pilots and product launches of legal software tools and technology solutions. This role will be responsible for driving adoption of those solutions by leveraging usage data and coordinating various change management and adoption best practices. Responsibilities may vary and grow as the team matures and the role progresses. Responsibilities Essential Functions: Understand Needs & Opportunities: Assist their supervisor to partner with lawyers, clients, and business services to map and evaluate current processes with an eye to identify where process improvement and technology can deliver greater value. Capture user stories, best practices, insights and maintain a knowledge base of challenges and opportunities faced by practitioners in Finance practice. Shape and Prioritize Initiatives: When directed by the Firm's idea intake process, collect information from the submitter to assist evaluating, scoring, and prioritizing ideas. Translate feedback into clear problem statements that IT and other business services can act on. Enable Practice Transformation: Assist with conducting design thinking sessions, co-lead process improvement workshops, pilots, and rollouts in partnership with Practice Technology team, and practice stakeholders to identify pain points and design innovative solutions. Increase Awareness and Engagement: Implement and assist with targeted outreach through listening sessions, practice presentations, vendor days to increase lawyer awareness and engagement with existing investments and emerging technologies that could help Finance lawyers. Prototype and Validate: Collaborate with the Practice Technology team to build prototypes and validate the proposed solution. Work with Practice Technology team to customize templates or pilot/custom-build solutions for practice needs. Drive Adoption & Change: Collaborate with Practice Technology and Learning & Development to deliver tailored training, awareness sessions, and direct support. Assist with building confidence, adoption, and measurable ROI for innovative solutions. Collaborate Across Business Teams: Work with other business departments e.g., Knowledge Management, Practice Management, Information Services, Legal Risk Management, Business Development & Marketing etc., to solve the issue holistically. Collaborate with Practice Technology team to onboard vendors and pilot new solutions. Horizon Scanning: Assist with monitoring legal technology trends and emerging vendors with an eye towards those that might address pain points of our lawyers in Finance practice. Share insights with Firm and IT leadership to inform strategy and future investment. Perform other duties as assigned or required to meet Firm goals and objectives. Align working hours as necessary to support global teams and business partners. Qualifications Education/Training/Certifications: JD or Master's degree; however, a Bachelor's degree with relevant experience will also be considered. 2+ years' experience working in legal environment either in a law firm or a legal department or a legal tech solution provider. Professional Experience: Demonstrated experience of participating in strategic legal technology related projects, and particularly in evaluating and implementing legal tech solutions, in a large law firm or corporate/financial institution legal department or enterprise level, strongly preferred. Knowledge of the lifecycle of a Finance legal matter is strongly preferred. Awareness and light experience of techniques in increasing adoption of legal tech tools and different methods of engaging and enabling lawyers is highly desirable. Experience in business analysis, solution design, consulting and/or client-facing roles. Demonstrated use of business requirements elicitation and documentation skills. Technical Skills: Required: Proficiency in Microsoft Office products. Working knowledge of process improvement principles (e.g., Lean, Six Sigma), when to invoke each methodology, and how to deploy process improvement tools (e.g., process maps, fishbone diagrams, root cause analysis). Awareness of or experience with project management principles, including Agile/Scrum and Waterfall methods. Preferred: Ability to engage in design thinking, being able to conceptualize and implement a project from end-to-end. Performance Traits: Ability to communicate technical concepts in clear, non-technical language to stakeholders. Strong customer service and problem solving mindset. Effective team player in diverse environments; thrives under pressure and meets shifting deadlines. Pragmatic, self-motivated, flexible and good team player. Self-starter with high initiative; detail-oriented, organized, and multitasking. Maintain confidentiality and discretion Physical Requirements: Light lifting; up to 20 lbs. Open to regional and/or global travel, as needed. The typical pay scale for this position is between $130,000 and $185,000, although the actual wage or salary could be lower or higher if the candidate's education, experience, skills and internal pay alignment are different from those specified. The above is a general description of the essential duties associated with this position and does not represent an exhaustive or comprehensive list of all duties. The Firm may modify and amend this at any time at its sole discretion. Nothing herein creates a contract of employment or otherwise modifies the at-will nature of employment. We offer competitive compensation and comprehensive benefits, including medical/dental/vision/life/and AD&D insurance, 401(k) savings plan, back-up childcare and eldercare, generous paid time off (PTO), as well as opportunities for professional development and growth. Thank you for your interest in Mayer Brown. We are committed to providing equal opportunity and reasonable accommodations to applicants and employees with disabilities and disabled veterans. To request a reasonable accommodation related to the application process and/or job interview, please email **********************************. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. #LI-HYBRID #LI-PT1 The typical pay scale for this position is between $130,000 and $185,000, although the actual wage or salary could be lower or higher if the candidate's education, experience, skills and internal pay alignment are different from those specified. The above is a general description of the essential duties associated with this position and does not represent an exhaustive or comprehensive list of all duties. The Firm may modify and amend this job description at any time at its sole discretion. Nothing herein creates a contract of employment or otherwise modifies the at-will nature of employment. We offer competitive compensation and comprehensive benefits, including medical/dental/vision/life/and AD&D insurance, 401(k) savings plan, back-up childcare and eldercare, generous paid time off (PTO), as well as opportunities for professional development and growth. Thank you for your interest in Mayer Brown. We are committed to providing equal opportunity and reasonable accommodations to applicants and employees with disabilities and disabled veterans. To request a reasonable accommodation related to the application process and/or job interview, please email **********************************. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. #LI-HYBRID #LI-PT1
$130k-185k yearly Auto-Apply 21d ago
Holistic Financial Representative
Stone Press Financial Group
Finance representative job in Charlotte, NC
Do you have an entrepreneurial spirit? At Stone Press Financial Group, we do work that matters in a culture where people matter. Be part of a growing company where you drive your career and have an impact every day. We believe that growth isn't just about numbers, it's about keeping promises to our clients and each other. We empower you to be independent, without having to go it alone. From robust, institutional-level resources to the support of experienced and driven advisors, we give you the tools to achieve your next level of professional success. At Stone Press Financial Group, you become part of a select group of advisors who value a disciplined environment and hold themselves to the highest standards of excellence. We are seeking entrepreneurial candidates who are motivated in their ability to make an impact in people's lives and help their clients do the planning needed to achieve their long-term financial goals. Our team will guide an individual's drive into a thriving and purposeful financial advisory practice. You will be in business for yourself, but not by yourself. We are looking for someone who has: The mindset of a capitalist and the heart of an altruist, High energy level and strong work ethic, Strong sense of mission and passion, High self-confidence and an optimistic approach, Integrity and trustworthiness, Resilience and humility, and Total commitment in everything you do, Starting a new practice is a challenge, but it is important to get started with a successful financial services firm that offers the platform to perform meaningful work in your community, to enjoy what you do every day, and to be compensated based on your efforts. Qualifications Bachelor's Degree a must, sales experience and/or financial internships a plus. An entrepreneurial mindset: You are motivated by the opportunity to help prospective clients while focusing on personal growth. You are personable and caring, with a natural ability to connect and communicate with others. Enthusiastic, high energy, and positive attitude. Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously. Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team. Must have excellent communication and interpersonal skills. Quick learner who is comfortable in a fast-paced, dynamic environment. What we offer: Flexible Work Environment Comprehensive Training Provided Mentorship Opportunities from Financial Professionals Performance-Based Incentive Trips Tuition Reimbursement Basic Subsidy Allowance (requires qualification) Advisor Financing Plan (requires qualification) Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc. (ESI), Member FINRA/SIPC, 1515 Mockingbird Lane, Suite 800, Charlotte, NC 28209, **************. Stone Press Financial Group is independent of ESI. In CO, MO, NH and WI, ESI operates as Vermont Equity Services, Inc. TC138878(0124)
$35k-68k yearly est. Auto-Apply 60d+ ago
Financial Protection Advisor - 100% Commission | Charlotte, NC (TSG-20251201-002)
Strickland Group LLC 3.7
Finance representative job in Charlotte, NC
Job DescriptionAbout The Strickland Group: The Strickland Group is a family-driven, vision-first financial services agency helping families protect and build wealth through life insurance and retirement solutions. This is a 100% commission, remote role with flexible hours, mentorship, and a clear path to agency ownership. You'll meet with warm leads, uncover needs, present options, and help clients put protection in place. Training is provided; no experience required, but strong work ethic, coachability, and a desire to grow are musts.
$65k-126k yearly est. 10d ago
Private Client Banker - Farmington Ridge (New Build) - Charlotte , NC
JPMC
Finance representative job in Charlotte, NC
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$39k-82k yearly est. Auto-Apply 60d+ ago
Finance Intern
Forest Hill Church 3.8
Finance representative job in Charlotte, NC
This part-time, year-long position is designed to provide hands-on experience to an individual with an interest in learning the skills and experience necessary to provide operational support in a non-profit setting. In addition to the specific responsibilities listed below, this role will perform duties and provide leadership to meet established organizational mission, vision, and values (DNA). Key Responsibilities Develop an understanding of the operations of a large non-profit organization Execute donor communication strategy Oversee volunteers for processing of weekend offerings Assisting in the execution of Forest Hill s child protection program Assist in managing employee expense platform Prepare for and participate in monthly Round Table meetings to gain knowledge on rotational specific ministry focuses. Provide care for volunteers. Regularly attend monthly staff meeting. Attend weekly department ministry meetings, as requested. Ensure internship activities utilize the highest and best use of people, time, resources, and money to achieve Forest Hill s mission. Qualifications: Education: High School diploma or equivalent. In pursuit of post-secondary education preferred Experience: N/A Skills: Familiarity with Microsoft excel, strong written communication, relational Personal Qualities: Lives a Christ-centered life with authenticity and integrity, both publicly and privately, serving as a model of faith and character. Compassionate, empathetic, and respectful. Capable of handling sensitive situations with discretion and professionalism. Demonstrate passion for serving the local church and engaging all generations through Bible principles and essentials
$35k-48k yearly est. 60d+ ago
2026 Summer Intern - Financial Controls Office & Accounting
AXA Equitable Holdings, Inc.
Finance representative job in Charlotte, NC
At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential? Internship Description This internship position in Financial Controls and Accounting provides hands-on experience in critical aspects of corporate finance. This internship will assist in ensuring compliance with internal controls, regulatory standards, and accounting policies to maintain financial integrity. They will help prepare and analyze financial reports, including balance sheets, income statements, and cash flow statements, contributing to accurate and timely reporting. Additionally, this opportunity may consist of support reconciliation tasks, assist in audits, and participate in the review of financial data to identify discrepancies or inefficiencies. This role offers valuable exposure to financial systems, reporting frameworks, and compliance processes, fostering a deeper understanding of organizational financial management while developing essential analytical and technical skills. Financial Controls: * Support the execution of key FCO program activities including process and control scoping, end-to end process and control walkthroughs, and documentation management. * Interact with process owners across departments including Finance, IT, and Operations, as well as internal and external auditors . * Support the team in their efforts to enhance and automate key controls across the organization Assist in documentation management related to deficiency remediation activities. Financial Reporting: * Assist in the analysis and interpretation of financial data. * Help prepare financial statements such as balance sheets, income statements, and cash flow statements. * Perform bank reconciliations and reconcile other accounts as needed along with identifying discrepancies and assist in resolving them. * Help ensure compliance with financial regulations and standards. Internship Details * Dates: Nine week program starting in early June 2026 * Location: Charlotte, NC or Syracuse, NY * Work Environment: Hybrid / Flexible (required to be in office a minimum of 2 days/week) * Hourly Rate: $22/hour * Rising senior Class of 2027 preferred. * Comfortable with and experience in financial/quantitative data analysis * Ability to deliver results in a fast-paced environment, manage multiple projects, solve problems and think strategically/critically. * Pro-active, good comfort level with working in an often-ambiguous environment, ability to quickly pivot from one to another. * Interpersonal skills and high level of comfort/ease to interact with all levels of the organization. * Organized with attention to detail. * Uncompromising integrity and ability to maintain strict confidentiality Competencies and Skills * Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high level of precision. * Managing Multiple Priorities: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, project, groups or activities, making effective judgments as to prioritizing and time allocation. * Adapts and learns: Actively learns and adapts through experimentation when tackling new problems and situations, using both successes and failures to develop and learn. ABOUT EQUITABLE At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. * Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at ************** or email us at *******************************.
$22 hourly 44d ago
2026 Summer Intern - Financial Controls Office & Accounting
EQH
Finance representative job in Charlotte, NC
Rising senior Class of 2027 preferred. Comfortable with and experience in financial/quantitative data analysis Ability to deliver results in a fast-paced environment, manage multiple projects, solve problems and think strategically/critically. Pro-active, good comfort level with working in an often-ambiguous environment, ability to quickly pivot from one to another. Interpersonal skills and high level of comfort/ease to interact with all levels of the organization. Organized with attention to detail. Uncompromising integrity and ability to maintain strict confidentiality Competencies and Skills Accuracy and Attention to Detail: Understanding the necessity and value of accuracy; ability to complete tasks with high level of precision. Managing Multiple Priorities\: Knowledge of effective self-management practices; ability to manage multiple concurrent objectives, project, groups or activities, making effective judgments as to prioritizing and time allocation. Adapts and learns: Actively learns and adapts through experimentation when tackling new problems and situations, using both successes and failures to develop and learn. ABOUT EQUITABLE At Equitable, we're a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. ***** Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws. NOTE\: Equitable participates in the E-Verify program. If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at ************** or email us at *******************************. At Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential? Internship Description This internship position in Financial Controls and Accounting provides hands-on experience in critical aspects of corporate finance. This internship will assist in ensuring compliance with internal controls, regulatory standards, and accounting policies to maintain financial integrity. They will help prepare and analyze financial reports, including balance sheets, income statements, and cash flow statements, contributing to accurate and timely reporting. Additionally, this opportunity may consist of support reconciliation tasks, assist in audits, and participate in the review of financial data to identify discrepancies or inefficiencies. This role offers valuable exposure to financial systems, reporting frameworks, and compliance processes, fostering a deeper understanding of organizational financial management while developing essential analytical and technical skills. Financial Controls: Support the execution of key FCO program activities including process and control scoping, end-to end process and control walkthroughs, and documentation management. Interact with process owners across departments including Finance, IT, and Operations, as well as internal and external auditors . Support the team in their efforts to enhance and automate key controls across the organization Assist in documentation management related to deficiency remediation activities. Financial Reporting: Assist in the analysis and interpretation of financial data. Help prepare financial statements such as balance sheets, income statements, and cash flow statements. Perform bank reconciliations and reconcile other accounts as needed along with identifying discrepancies and assist in resolving them. Help ensure compliance with financial regulations and standards. Internship Details Dates\: Nine week program starting in early June 2026 Location\: New York, NY Work Environment\: Hybrid / Flexible (required to be in office a minimum of 2 days/week) Hourly Rate\: $22/hour
$22 hourly Auto-Apply 60d+ ago
Financial Services Representative
Schreiber Financial Service LLC
Finance representative job in Charlotte, NC
Job DescriptionBenefits: Bonus based on performance Stock options plan Training & development About Us Were a rapidly growing life insurance agency dedicated to helping families secure their financial futures. Our team operates 100% virtually, providing personalized insurance solutions with integrity, compassion, and professionalism. Were expanding nationwide and seeking driven individuals who want more than just a sales job we offer a clear path into leadership and management for those ready to take their careers to the next level. What Youll Do Connect with warm leads (no cold calling) via phone, Zoom, or other virtual platforms Educate clients on life insurance options tailored to their goals and needs Assist clients with the application and underwriting process Maintain regular follow-ups and build long-term relationships Work closely with mentors and managers to develop advanced sales and leadership skills Build and manage your own sales team as you grow within the organization What We Offer Fully remote and flexible schedule work from anywhere with Wi-Fi Leads provided no need to hunt or cold call Comprehensive training program learn sales, licensing, and leadership skills Performance-based promotions leadership opportunities for top performers High-commission structure + residual income potential Supportive team environment with mentorship and collaboration What Were Looking For Strong communication and interpersonal skills Entrepreneurial mindset with a drive for personal growth Self-disciplined, coachable, and goal-oriented Comfortable using Zoom and other virtual communication tools Must be able to obtain (or already hold) a state life insurance license Previous sales experience is a plus, but not required we provide full training Career Path This role begins with virtual sales training and client interaction. Top performers are eligible for advancement into Agency Management, where youll lead, mentor, and develop your own team while earning overrides and bonuses on your teams production.
$30k-48k yearly est. 28d ago
Patient Financial Services Representative
Paa/CABS
Finance representative job in Charlotte, NC
Job DescriptionDescription: SUMMARY: The Patient Financial Services Representative is responsible for the review of the patient financial information and the communication with the patient, and/or responsible party, of any third-party reimbursement coverage and/or the portion due from the patient for healthcare services. The Patient Financial Services Representative will complete a social and financial assessment and appropriately refer patients who have no insurance coverage or qualify for financial assistance to a medical eligibility agency for potential assistance through Federal, State, or local healthcare programs. The Patient Financial Services Representative will respond to all incoming financial related inquiries including billing, explaining EOB's, fielding patient calls, applying adjustments, accepting proposals/negotiations. The Patient Financial Services Representative reports directly to the Patient Financial Services Supervisor. Essential Duties and Responsibilities Duties include but are not limited to: Reviews accounts to determine insurance coverage. Fields incoming calls and addresses all finance/billing related inquiries. Interviews the patient and/or responsible party to obtain any missing insurance information. Evaluate the need for financial assistance and discuss the patient's financial responsibility. Responsible for the entry or update of insurance information on the patient's account and assists in maintaining the insurance database. Refers account for insurance verification and benefit coverage to the Insurance Verification staff in a timely manner. Identifies patient with no third-party reimbursement and/or with financial assistance needs and communicates with the patient regarding potential sources for financial assistance. Makes timely referral to the medical eligibility agency to explore all available assistance and help in qualifying and filing for the eligible programs. Based upon the evaluation of ability to pay, collects from the patient or responsible party the patient portion, or establishes payment arrangements within the hospital guidelines. Properly documents all pertinent financial information and efforts in the account comments. Uses best judgment to resolve patient problems or refer issues to department supervisor. Remains current on knowledge of Medicare, Medicaid, Managed Care Contracts, and compliance regulations, as well as system and department processes. Complies with and supports department and organization policies and procedures. Responsible for the collection of payments or setting up payment plans prior to services being rendered, at time of admission, or during the discharge process. Seeks out relevant training or cross training from supervisor. Seeks out guidance from supervisor and teammates when uncertain of procedure. Solicits feedback from the supervisor to assess the quality and effectiveness of work. Participates in the dialogue process with supervisor regarding quality improvement. Demonstrates a personal commitment to continuous quality improvement through active participation. Other duties as assigned by Supervisor. Minimum Qualifications To perform this job successfully an individual must be able to perform each essential duty to a satisfactory standard. 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: High School Diploma required. An associate degree preferred. Experience: Minimum of one (1) to three (3) years of experience working with patient accounting, insurance verification and precertification, financial counseling, and medical terminology is required. Previous experience in customer service, managing inbound calls, and patient collections within a healthcare setting is preferred. Language Skills: Demonstrated ability to exercise professional oral and written communication skills with all internal and external audiences. Computer Skills: Experience with medical billing software systems is required. Strong Microsoft Excel skills are required. Proficiency in Microsoft Outlook, Word, and PowerPoint is also required. Reasoning Ability: Ability to organize and manage personal workload and the workload of assigned direct reports and associated teams. Ability to achieve and maintain strong working knowledge of anesthesia billing operation practices. Ability to analyze and assess the production effort of operations teams. Ability to work within an ambiguous, fast-moving environment, while driving toward clarity and solutions. Ability to make consider possible solutions and make decisions quickly. Ability to develop and execute corrective action plans. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by any 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. Hybrid based position, requiring two to three days of being in the office, with standard working hours. While performing the duties of this job, the employee is regularly required to sit, stand, walk, use hands to finger, handle, or feel, reach with hands and arms, and talk or hear. The employee is occasionally required to stoop, kneel, crouch, or crawl. The employee must occasionally be able to work in a standing position for long periods of time and up to the entire shift. Travel is primarily local during the day, although some out-of-area and overnight travel for conferences may be required. Requirements: About Providence Anesthesiology Associates Headquartered in Charlotte, North Carolina, Providence Anesthesiology Associates (PAA) is an independent physician owned practice compromised of over 150 anesthesiologists. Founded in 1991, PAA provides anesthesia and perioperative care at numerous healthcare facilities throughout North and South Carolina, serving more than 246,000 patients annually. Why work for PAA? PAA continues to experience impressive growth and success. Our anesthesiologists are among the most elite in their field. Our physicians are committed to providing the best culture and experience to their employees. Awarded one of the Top Workplaces in 2021 - 2023, PAA's core values include commitment, accountability, performance, integrity, transparency, adaptability, and leadership. We do what's right and don't compromise. What's in it for you? Strong workplace culture. We care about each other as people. We build relationships and connections beyond the time spent on the job. We offer a supportive, highly team-oriented work environment. We provide competitive total rewards including salary, benefits - Day 1, retirement, profit sharing, life insurance, paid time off, holidays, education reimbursement, employee recognition for birthdays and anniversaries, fun team building events, and more. We want you to succeed and our employer to employee relationship is proven to help you reach your goals and the goals of PAA. What else should you know? Providence Anesthesiology Associates is an equal opportunity employer and does not tolerate discrimination based on any protected status. PAA participates in E-Verify. E-Verify is an internet-based system that compares the information you provide on the Form I-9 with information from the Social Security Administration and Department of Homeland Security records.
$30k-48k yearly est. 27d ago
Financial Services Representative- E Morehead (Part-Time)
Carter Bank 4.3
Finance representative job in Charlotte, NC
As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you to be the first point of contact for customers where you'll guide them through their banking needs with a proactive and personalized touch. Whether handling every-day transactions, educating on self-service options, helping with basic banking needs, or routing customers to the appropriate next step, you will be building relationships with customers to improve their financial well-being day in and day out. ESSENTIAL JOB FUNCTIONS: Provides a range of customer services including transaction processing, customer and account servicing, opening new accounts and products, and referring to partners Delivers exceptional customer experience through every customer interaction by proactively engaging customers to build relationships through meaningful conversation, asking relevant questions, responding to and anticipating needs, and delivering on solutions that earn the customer's trust Proactively identifies basic customer needs and generates high-quality referrals to branch associates, internal partners, and external vendor partners to support the customer's financial goals Utilizes bank resources to assist with the resolution of basic or common account/customer issues and escalates unresolved issues for further research while providing clear, accurate answers and timely solutions Contributes to the efficient and effective operation of a well-run branch by adhering to established processes and guidelines in daily work while doing what is right for the customer and adhering to all applicable compliance directives (policies, procedures, rules, and regulations) Actively participate in and support the bank's strategic plan to grow all aspects of the retail bank's business Meet or exceed sales goals through targeted sales activities, identifying customer needs, and offering appropriate products and services Owns their career development by consistently working to sharpen existing skills while learning new ones through assigned and self-sourced training, branch coaching and observations, and taking advantage of other learning opportunities as they arise Actively attends and participates in bank sponsored events and works to enhance the visibility of the bank and contribute to the growth and acquisition of new customers JOB REQUIREMENTS: High school diploma or equivalence required, some college a plus Successful customer service and /or sales experience required Previous experience in a retail bank or related industry preferred Prior cash handling experience preferred KNOWLEDGE/SKILLS REQUIRED: Intermediate customer service skills Intermediate verbal, written, and listening skills Basic problem solving skills Intermediate collaboration skills Basic understanding of banking products and services Intermediate adaptability skills Basic prioritization skills Basic proficiency with MS Office Basic critical thinking skills PHYSICAL AND MENTAL QUALIFICATIONS: Standing, walking, bending and stooping required Must be able to sit at a desk for long periods of time and use a computer Must be able to occasionally move or lift up to 25 pounds May be asked to work supplemental hours periodically Limited travel required occasionally during and after business hours The above statements are intended to describe the general nature and level of work being performed by the incumbent assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and/or skills required of all personnel so classified. NOT A CONTRACT
$31k-37k yearly est. 24d ago
Finance Intern - Summer 2026
Marmon Holdings, Inc.
Finance representative job in Belmont, NC
WILBERT INC As a part of the global industrial organization Marmon Holdings-which is backed by Berkshire Hathaway-you'll be doing things that matter, leading at every level, and winning a better way. We're committed to making a positive impact on the world, providing you with diverse learning and working opportunities, and fostering a culture where everyone's empowered to be their best. Marmon Holdings, Inc., a Berkshire Hathaway company, is significantly investing in attracting, retaining, and developing the deep and diverse talent pool needed to support our more than 100 operating companies across the globe. Wilbert, Inc. / Charlotte, NC Summary of Responsibilities: The Finance Intern will work with the Finance team on a variety of specific projects and areas as noted below. This position will report directly to the Business Controller but will have exposure to the wider business teams. Interns will complete a capstone type project over the summer culminating in a presentation to business leadership. Key Projects: * Attend monthly meetings with Group and Business Unit leadership regarding financial results and general business updates * Participate in annual fixed asset and inventory physicals * Support acquisition integration and due diligence remediation * Ad-Hoc financial analysis * Special projects at the direction of supervisor * Participate in monthly reporting process including but not limited to booking of monthly journal entries, financial statement review and reconciliations Required Education and Experience: * Pursuing an undergraduate (or Graduate) degree in any Business, Finance or Accounting or related field * Rising junior or senior * Strong interest in applying analytical knowledge to practical problems * Ability to comply with deadlines * Problem solving and critical thinking skills * Excellent organizational skills * Interest in technology and process improvement * Proficient in Microsoft Excel and PowerPoint * No previous experience required Certain peak periods may provide opportunity for overtime. This is a paid position. The internship will run for 12 weeks from May to August. Exact dates flexible based on school schedules. We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying. Following receipt of a conditional offer of employment, candidates will be required to complete additional job-related screening processes as permitted or required by applicable law. We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying.
$32k-46k yearly est. Auto-Apply 60d+ ago
Finance Intern - Summer 2026
Exsif Worldwide
Finance representative job in Belmont, NC
WILBERT INC As a part of the global industrial organization Marmon Holdings-which is backed by Berkshire Hathaway-you'll be doing things that matter, leading at every level, and winning a better way. We're committed to making a positive impact on the world, providing you with diverse learning and working opportunities, and fostering a culture where everyone's empowered to be their best. Marmon Holdings, Inc., a Berkshire Hathaway company, is significantly investing in attracting, retaining, and developing the deep and diverse talent pool needed to support our more than 100 operating companies across the globe. Wilbert, Inc. / Charlotte, NC Summary of Responsibilities: The Finance Intern will work with the Finance team on a variety of specific projects and areas as noted below. This position will report directly to the Business Controller but will have exposure to the wider business teams. Interns will complete a capstone type project over the summer culminating in a presentation to business leadership. Key Projects: • Attend monthly meetings with Group and Business Unit leadership regarding financial results and general business updates • Participate in annual fixed asset and inventory physicals • Support acquisition integration and due diligence remediation • Ad-Hoc financial analysis • Special projects at the direction of supervisor • Participate in monthly reporting process including but not limited to booking of monthly journal entries, financial statement review and reconciliations Required Education and Experience: • Pursuing an undergraduate (or Graduate) degree in any Business, Finance or Accounting or related field • Rising junior or senior • Strong interest in applying analytical knowledge to practical problems • Ability to comply with deadlines • Problem solving and critical thinking skills • Excellent organizational skills • Interest in technology and process improvement • Proficient in Microsoft Excel and PowerPoint • No previous experience required Certain peak periods may provide opportunity for overtime. This is a paid position. The internship will run for 12 weeks from May to August. Exact dates flexible based on school schedules. We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying. Following receipt of a conditional offer of employment, candidates will be required to complete additional job-related screening processes as permitted or required by applicable law. We are an equal opportunity employer, and all applicants will be considered for employment without attention to their membership in any protected class. If you require any reasonable accommodation to complete your application or any part of the recruiting process, please email your request to ******************, and please be sure to include the title and the location of the position for which you are applying.
$32k-46k yearly est. Auto-Apply 60d+ ago
Finance Internship (Summer 2026)
MacLean-Fogg 4.3
Finance representative job in Mooresville, NC
MacLean-Fogg is a global manufacturing company with more than 100 years of innovation and excellence. Guided by our core values-Integrity, People, Customers, and Stewardship-we continue to build on a century-long legacy while driving the future of manufacturing. Our diverse businesses serve the automotive, industrial, and other critical industries, creating an environment where talent thrives, creativity flourishes, and collaboration drives success. Location: Multiple U.S. Locations - View all locations Program Duration: Summer 2026 (10 Weeks) Pay Range: $18-$25 per hour (based on location, experience, and academic level) Program Overview Our Summer Internship Program offers real-world exposure to corporate finance and the opportunity to contribute to meaningful projects from day one. Over 10 weeks, you will gain: Hands-on experience in financial analysis, reporting, and business operations. Mentorship and guidance from experienced industry leaders. A professional network across functions and facilities. Career-ready technical and professional skills. When applying, you will be prompted to select all MacLean-Fogg locations where you are interested in being considered. What You'll Do As a Finance Intern, you will: Assist with financial planning, budgeting, and forecasting activities. Support monthly and quarterly reporting by preparing data and analysis. Conduct variance analysis to compare actuals against forecasts. Partner with business units to understand financial drivers and performance. Complete a capstone intern project and present results to leadership. Qualifications We're seeking motivated students who are ready to learn, grow, and contribute: Currently pursuing a degree in Finance, Accounting, Economics, or Business Administration (or related field). Minimum 3.0 cumulative GPA (on a 4.0 scale). Proficiency in Microsoft Excel; familiarity with ERP or financial systems is a plus. Strong analytical, problem-solving, and communication skills. Collaborative mindset with a willingness to take initiative. Ability to work on-site at one of our locations for the duration of the program. Compensation & Benefits Competitive hourly pay. Skill development through hands-on learning. Structured mentorship and feedback. Networking opportunities with peers and professionals. Experience presenting to leadership at program completion.
$18-25 hourly 60d+ ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance representative job in Charlotte, NC
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.
$500 weekly Auto-Apply 8d ago
Finance Intern
Grubb Properties 4.2
Finance representative job in Charlotte, NC
WE WILL BE ACCEPTING RESUMES FROM NOW UNTIL DECEMBER 2025. INTERVIEWS WILL BEGIN EARLY SPRING 2026 SEMESTER. Job Title: Real Estate Finance Intern Department: Finance Duration: 8 weeks, in office, full-time, summer 2026 Position Overview: Are you a finance enthusiast with a passion for real estate? Do you want to gain hands-on experience in the dynamic world of real estate finance? Look no further! We are excited to offer a unique internship opportunity within our Finance Team at Grubb Properties, a leading full-service real estate firm. Our Finance Team plays a pivotal role in our success by sourcing and closing loans, managing financial assets, and driving our growth. As a Finance Intern, you'll be at the forefront of our financial operations, working alongside experienced professionals, and gaining valuable insights into the real estate industry. About Us: As a vertically integrated company, Grubb Properties controls the full real estate life cycle of our investments: from funding, acquiring, and developing to leasing and managing. This structure enables smooth transitions between project stages and drives both cost savings and efficiencies that would not otherwise exist, giving us a competitive edge. We pride ourselves on our commitment to excellence, innovation, and sustainable growth. Our success is driven by a talented team of professionals who share our vision for shaping the future of real estate investing. What You'll Do: Loan Sourcing: Learn the ropes of sourcing loans for real estate development, acquisition, refinancing, and more. Get hands-on experience in underwriting, deal negotiation, and the capital markets process. Loan Closing: Assist in the coordination and execution of loan closings. Gain valuable exposure to the intricacies of closing real estate deals. Financial Analysis: Sharpen your financial analysis skills by evaluating the performance of various real estate projects. Help prepare financial statements and cash flow analyses. Asset Valuation: Get a behind-the-scenes look at commercial real estate appraisals and valuation techniques. Team Collaboration: Work closely with our Finance Team to fulfill requests, support property dispositions, and ensure compliance with financial reporting requirements. What We're Looking For: Enthusiasm for finance and a strong interest in real estate. Currently pursuing a degree in finance, real estate, accounting, or a related field. Exceptional quantitative and analytical skills. Proficiency in Microsoft Office, particularly Excel. Strong attention to detail and a keen eye for numbers. Excellent communication skills, both written and verbal. What You'll Gain: Hands-on experience in real estate finance. Exposure to the entire loan sourcing and closing process. Mentorship and guidance from experienced finance professionals. A chance to work on real projects with real impact. Networking opportunities within the real estate industry. How to Apply: Ready to jump-start your career in real estate finance? To apply, please submit your resume and a brief cover letter explaining why you're the perfect fit for this internship. Don't forget to highlight your passion for finance and real estate! Join us on this exciting journey as a Finance Intern and gain valuable skills that will set you up for success in the world of real estate finance. Apply today and be part of our dynamic Finance Team at Grubb Properties. At Grubb Properties we value diversity and are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. 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 MANAGEMENT HAS THE RIGHT TO REVISE THIS AT ANY TIME. THE JOB DESCRIPTION IS NOT A CONTRACT FOR EMPLOYMENT, AND EITHER YOU OR THE EMPLOYER MAY TERMINATE EMPLOYMENT AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT NOTICE
$30k-36k yearly est. Auto-Apply 60d+ ago
Finance Intern - Summer 2026
Ingersoll Rand 4.8
Finance representative job in Davidson, NC
Finance Intern - Summer 2026 BH Job ID: 3008 SF Job Req ID: 15129 Ingersoll Rand is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. Ingersoll Rand is committed to achieving workforce diversity reflective of our communities. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. Ingersoll Rand's Early Talent Experiences Early talent career programs are critical to Ingersoll Rand's overall talent strategy. Through these programs, you'll get hands-on exposure to our business. That means real projects and real work that will challenge you and grow your skills, alongside mentors who want to see you succeed in your education and your career. In addition to challenging work you will receive targeted intentional development that will position you for a robust career path. Accounting and Finance Intern Ingersoll Rand's Intern program provides current college students with challenging assignments, leadership training, and valuable exposure to our company's senior leaders and opportunities to network. Our 3-month internship opportunity offers candidates working toward their Bachelor's in Accounting/Finance exposure to variety assignments to include: New Product Costing, Cost Accounting, Standard Cost Process, Variance Analysis, Physical Inventory, Excess/Obsolete Review, Cycle Counting, Sarbanes-Oxley, and Sector Accounting Projects. At Ingersoll Rand we value our people, their development and learning opportunities. Through our Internship program, participants will have an opportunity to interview for our full-time, post-graduate IRNext program for Accounting/Finance. Successful Candidate's Profile: We are looking for performance-driven, innovative student leaders who understand the importance of collaboration and customer focus. A successful IR Intern candidate will exhibit the following: * Collaborate with others to foster effective teamwork by linking own responsibilities to the team's goals and needs - zeal for new information, knowledge, and experiences * Utilize financial data to diagnose business strengths and weaknesses as well as the implications for potential strategies * Identify complex problems and review related information to develop and evaluate options and implement solutions * Willing to be mobile and relocate anywhere in the United States * Pursuing a BS/BA in Accounting or Finance with a cumulative overall GPA at or above 3.0 * Minimum Work Experience: At least one internship or work experience * Demonstrated leadership skills such as campus organizations, sports team captain, resident advisor, etc. or exceptional leadership of work projects Ingersoll Rand Inc. (NYSE:IR), driven by an entrepreneurial spirit and ownership mindset, is dedicated to helping make life better for our employees, customers and communities. Customers lean on us for our technology-driven excellence in mission-critical flow creation and industrial solutions across 40+ respected brands where our products and services excel in the most complex and harsh conditions. Our employees develop customers for life through their daily commitment to expertise, productivity and efficiency. For more information, visit ************* Ingersoll Rand Inc. (NYSE:IR), driven by an entrepreneurial spirit and ownership mindset, is dedicated to helping make life better for our employees, customers and communities. Customers lean on us for our technology-driven excellence in mission-critical flow creation and industrial solutions across 40+ respected brands where our products and services excel in the most complex and harsh conditions. Our employees develop customers for life through their daily commitment to expertise, productivity and efficiency. For more information, visit *************
$36k-41k yearly est. 2d ago
Financial Services Representative - State Farm Agent Team Member
Sig Holcomb-State Farm Agent
Finance representative job in Conover, NC
Job DescriptionBenefits: Simple IRA Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Sig Holcomb - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 7 and 63 licenses preferred.
$30k-48k yearly est. 6d ago
Financial Services Representative (Temporary)
Worldacceptance
Finance representative job in York, SC
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $17 What you'll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and process payments. Prepare loan documents and execute loan closing on current renewal loans. Balance assigned cash drawer daily. Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. Maintain strong customer relationships and build community within your branch. Other duties include but are not limited to: Call approved and unmade applications to close loans daily. Help build tax clientele and provide tax services. Send complete and accurate credit denial letters within 30 days from the date of application. Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! Must be able to demonstrate self-confidence and organizational skills. A history of choosing kindness, showing compassion, and helping others. The willingness to seek quality-driven solutions and embrace new ideas. Absolute team player - pitching in when needed and accepting help, too. To perform this job successfully, an employee must have basic computer skills. A valid driver's license & access to a dependable vehicle. Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? We hire from within: we want to see you grow and climb in this company. Each year, we promote 80% of Financial Services Reps to management. 75% of World's Operations Executives moved up from a similar role. We pay you to give back: employees get paid volunteer hours each year. Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. Paid holidays, vacation time, and a 401(k) plan (including company match). Be part of a team with clear values, strong community, and a sense of belonging. We'll get you home for dinner: your life outside of work is priority #1 You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: • Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. • Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). • Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. • Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. • Occasional local travel; may include extended hours, evenings, or weekends. • Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$17 hourly Auto-Apply 9d ago
TCL Financial Services Specialist (Hickory, NC)
Partners Behavioral Health Management 4.3
Finance representative job in Hickory, NC
Competitive Compensation & Benefits Package! eligible for - Annual incentive bonus plan Medical, dental, and vision insurance with low deductible/low cost health plan Generous vacation and sick time accrual 12 paid holidays State Retirement (pension plan) 401(k) Plan with employer match Company paid life and disability insurance Wellness Programs Public Service Loan Forgiveness Qualifying Employer See attachment for additional details. Office Location: Available for Hickory, NC Closing Date: Open Until Filled Primary Purpose of Position: This position is responsible for all the Transitions to Community Living (TCL) financial activities. Role and Responsibilities: 60%: Accounting/General Ledger Reconciliation of TCL member allowances (includes obtaining, tracking receipts and reconciling between ledgers). Assure proper coding and payment for TYSR, Barrier, CCT, CLA, Prorated rents, Security Deposits, Hold Fees, and Special Claims Prepare/Process TCL subsidy payments and adjustments Securing vendors documents as required Monthly preparation of journal entries and reconciliations related to TCL 25%: Procurement: Responsible for TCL purchasing and LME/MCO compliant with statutory requirements controlling purchasing for local governments in NC and LME/MCO policy and procedure Record and track all TCL purchase requests and assure that budget is available for purchases Assist staff with TCL purchases 10% Other Assist auditors during annual fiscal audit as needed Audit Clive, reconcile and recover funds based on audit Ensure Bridge clients are set up in Temporary Housing and Expenses are available with means to their budget 5% Reports Primary responsibility for preparation and submission of accurate FSR amounts and records in a timely manner Knowledge, Skills and Abilities: Strong working knowledge of North Carolina governmental purchasing rules and regulations General knowledge of accounting and auditing principles and practices Knowledge of and ability to explain and apply the provisions of the standardized accounting practices adopted by State Government Working knowledge of accounting software Ability to interpret and analyze accounting data and apply that analysis to the departmental or institutional needs and determine compliance with pertinent guidelines, rules, regulations, and laws Ability to establish and maintain effective working relationships with representatives of related contact agencies, departmental staff, vendors, and the public Excellent communication skills, both orally and in writing High level of accounting and data entry skill Excellent computer skills and proficiency in Word, Excel, and Outlook Education and Experience Required: Associate Degree in Accounting or Business and three (3) years of experience in business or governmental agency; or an equivalent combination of education and experience. NC residency, or within 40 miles of the NC border, is required.
$27k-31k yearly est. Auto-Apply 60d+ ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance representative job in Charlotte, NC
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.
$500 weekly Auto-Apply 60d+ ago

Learn more about finance representative jobs

How much does a finance representative earn in Charlotte, NC?

The average finance representative in Charlotte, NC earns between $26,000 and $92,000 annually. This compares to the national average finance representative range of $22,000 to $77,000.

Average finance representative salary in Charlotte, NC

$49,000

$26,00010%

$49,000Median

$92,00090%

What are the biggest employers of Finance Representatives in Charlotte, NC?

The biggest employers of Finance Representatives in Charlotte, NC are:

Huntington National Bank
Western & Southern Financial Group
Stone Press Financial Group
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Finance Representative Charlotte, NC Jobs

Finance representative jobs in Charlotte, NC

Advisor: Practice Enablement and Adoption - Finance

Holistic Financial Representative

Financial Protection Advisor - 100% Commission | Charlotte, NC (TSG-20251201-002)

Private Client Banker - Farmington Ridge (New Build) - Charlotte , NC

Finance Intern

2026 Summer Intern - Financial Controls Office & Accounting

2026 Summer Intern - Financial Controls Office & Accounting

Financial Services Representative

Patient Financial Services Representative

Financial Services Representative- E Morehead (Part-Time)

Finance Intern - Summer 2026

Finance Intern - Summer 2026

Finance Internship (Summer 2026)

College Financial Representative, Internship Program

Finance Intern

Finance Intern - Summer 2026

Financial Services Representative - State Farm Agent Team Member

Financial Services Representative (Temporary)

TCL Financial Services Specialist (Hickory, NC)

College Financial Representative, Internship Program

Learn more about finance representative jobs

How much does a finance representative earn in Charlotte, NC?

What are the biggest employers of Finance Representatives in Charlotte, NC?