Finance/Accounting Intern (hybrid)

TruStage Insurance Agency, LLC; Madison (WI); Hybrid; USD 25,000 - 39,000; Full time

Benefits offered by this job

Housing support

Transportation accommodation

Relocation reimbursement

Job summary

TruStage Insurance Agency, LLC in Madison, WI is seeking a Finance & Accounting Intern for a June 1, 2027 to August 6, 2027 internship. The role offers hybrid work at 5910 Mineral Point Road, and potential housing, transportation, and relocation support for eligible students pursuing an undergraduate degree with a December 2027 graduation or later.

Sponsorship is not available for immigration benefits. The internship provides hands-on experience in the Finance department, with exposure to

Qualifications

• Pursuing an undergraduate degree and eligible for internship.
• Strong analytical, critical thinking, problem-solving, and decision-making skills.
• Demonstrated interpersonal and customer service skills; excellent communication.
• Intellectual curiosity and eagerness to learn; ability to listen and communicate professionally.

Responsibilities

• Communicate with internal customers via various channels to provide information and take action.
• Conduct research on projects or files requiring in-depth study and present findings.
• Gather/organize data and prepare written reports or projects.
• Assist in development and testing of finance technologies and automations.
• Investigate finance-related issues and support departmental tasks.

Skills

Analytical thinking

Communication skills

Problem solving

Interpersonal skills

Organizational skills

Time management

Active listening

Education

Pursuing undergraduate degree

Expected graduation December 2027 or later

Job description

At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition.

Finance & Accounting Intern

Time Frame: June 1, 2027 to August 6, 2027

Work Location: 5910 Mineral Point Road, Madison, WI | Hybrid

Financial Aid: Potential eligibility for housing support, transportation accommodation, and relocation reimbursement

Eligibility: Students pursuing an undergraduate degree with an expected graduation date of December 2027 or later are encouraged to apply. Candidates who now or in the future require company sponsorship for an immigration-related employment benefit are not eligible to apply.

Why intern at TruStage?

We offer a two-path program: Early Development Program (EDP) – An internship path focused on delivering a meaningful experience designed to enhance students’ skillsets. With access to hands-on experience, mentorship, development sessions/workshops, and more, this pathway cultivates future talent who are exploring their career interests. Most appropriate for freshmen and sophomores. Emerging Professional Program (EPP) – An internship path focused on equipping graduating students with the tools/skills needed to transition into a potential career at TruStage. Interns receive comprehensive support and guidance to enhance their company knowledge, integrate into the company culture, and develop key connections. This pathway enables young professionals to be considered for potential opportunities at TruStage.

Job Purpose

This role is designed to provide each candidate with hands-on experience so they can acquire knowledge of methods, procedures, and standards of the TruStage Finance department. Candidates will have the opportunity to apply what they have learned in a classroom environment while gaining new skills in a dynamic professional setting. The Finance department is responsible for functions such as Business Finance, Tax, Accounting Operations, External Reporting, Treasury, Internal Audit, Internal Controls, and Market Risk. As an intern, you will be assigned to one or two of these specific departments.

Job Responsibilities

• Communicate with internal customers via various communication channels – providing information, options, and taking the necessary action.
• Conduct research on projects/files that require in-depth study and analysis, and present findings and progress to team members and management.
• Gather/organize data and prepare written reports/projects.
• Assist in the development and testing of finance technologies and automations.
• Investigate finance-related issues.
• The above statement of duties is not intended to be all-inclusive, and other duties will be assigned from time to time.

TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process.

Job Requirements

• Working towards a relevant degree or equivalent work experience
• Strong analytical, critical thinking, problem-solving, and decision-making skills
• Demonstrated interpersonal and customer service skills
• Excellent communication skills
• Intellectual curiosity and the desire to learn
• Ability to actively listen and communicate in a professional manner
• Desire to learn and take on new opportunities with enthusiasm
• Organizational and time-management skills
• A resume is required to apply.

Preferred Experience

• Working towards a bachelor's degree with major(s) or minor(s) in Accounting, Finance, or Economics 3.4 GPA or higher
• Previous relevant intern experience preferred.

Compensation

Base Salary Range: $18.00 - $28.00

Benefits

• Eligible employees may also enroll in medical coverage, employee assistance program, and the 401k plan.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.

We’re on a mission to make a brighter financial future accessible to everyone. Dedicated to helping more people - in more ways - make confident financial decisions at every stage. And we’re committed to delivering on this belief, together. Creating opportunities beside our partners, members of our communities and our employees.