Job details

Intern, Accounting

Intern – Accounting

At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity, and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.

Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.

As an Accounting Intern on the Finance and Accounting team, you’ll gain hands-on experience and learn about the various aspects of the accounting function at EFE including corporate accounting, financial reporting, technical accounting, and income tax.

We are looking for someone who has a positive, team-oriented demeanor and an enthusiastic ambition to pursue a career in accounting. If you are a diligent student who would like to see for yourself what it’s like to be in accounting and finance for a company, this may be the opportunity for you!

Responsibilities:

The Accounting Intern will work under the direct supervision of the Director of Financial Reporting and Technical Accounting but will assist other members of the Controller’s organization directly through various projects involving:

Performing bank reconciliations
Preparing journal entries
Assisting with the preparation of the quarterly statements
Perform technical accounting research for accounting policies.
Assist Procurement with vendor risk assessment process.
Assist the tax team on special projects.

Requirements:

Rising Sophomore or Junior
Accounting major
In good academic standing with the University
Overall GPA of at least 3.25 (with at least 3.00 GPA from Accounting courses)
Must have completed the following courses (or equivalent) with a passing grade of “C” or better.
Intro to Accounting
Intermediate Accounting
Intro to Finance
Basic understanding of Microsoft Office products (Word, Excel, Outlook, PowerPoint)
Excellent verbal and written communication skills
Diligent, organized, and have ability to manage multiple assignments simultaneously.
Positive demeanor with a passion to learn new skills to help jump start your accounting career.

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's¹ with 145+ offices² across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.³

Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, please visit EdelmanFinancialEngines.com.

© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com.

¹ The Barron’s 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.

² Edelman Financial Engines data, as of Dec. 31, 2022.

³ Edelman Financial Engines data, as of Sep. 30, 2023.

By Edelman Financial Engines

For more than 30 years, Edelman Financial Engines has been committed to moving the financial lives of millions of people forward. We were founded on the belief that everyone deserves access to financial help delivered in their best interests – alw...

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FUNDING

Public

DEPARTMENTS

Accounting

SENIORITY LEVEL REQUIREMENT

Early

INDUSTRY

Investment & Asset Management

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