Finance Intern

Opportunity is EARN Indiana eligible

Last Updated:May 12th, 2025

Everwise Credit Union

Finance Intern

Type: In Person
Location: South Bend
Application Due Date: May. 30, 2025
Starts: Jun. 2, 2025
Structure: Standard
$Paid
Full Time
Part Time

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.

Responsibilities

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

Qualifications

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.

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