Finance Intern

Job Description:

Position Summary:

The Finance Intern will gain experience in a professional financial institution by providing support to the Finance team. This position will assist with a variety of special projects and support functions designed to achieve the overall strategic objectives of the finance department.

Primary Responsibilities and Duties:

• Assists with special projects and support functions designed to achieve the overall strategic objectives of the finance department.
• Participate in weekly finance team meetings.
• Support data cleanup and analysis.
• Projects include but are not limited to:
  • Historical interchange spend and income analysis
  • Profitability support and research
  • Mortgage Fee analysis
  • Wealth Management Space allocation
  • Analysis on membership shifts in branch network
  • Deposit tracking
• Other projects and responsibilities as assigned

Knowledge/Skills:

• Ability to analyze and interpret financial data
• Accountable for timely completion of assigned projects.
• Strong verbal and written communication skills
• Accuracy in data entry and strong attention to detail
• Proficiency in Microsoft Office suite (Excel, Word)
• Accountable for the quality of work provided, documentation and follow-up with adherence to Everwise's service expectations.
• Accountable for maintaining the strictest of confidentiality

Minimum Requirements:

• High School diploma or GED
• Currently attending a college or university and have taken the intermediate level courses typically in the third year of study.
• Pursuit of Finance or Accounting degree preferred.

Everwise is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.