Accounting and Finance Intern

The Accounting & Finance (A&F) Intern role provides experience in one of the following areas of the Accounting & Finance Department at Ameritas: broker-dealer accounting, investment accounting, financial reporting, financial planning and analysis, or expense management. The ideal candidate is on an Accounting and/or Finance track.

At Ameritas, our mission is Fulfilling Life. We do that in many ways, but especially by helping people invest in themselves by offering trusted financial products and advice. Because we believe everyone should be happy, healthy, and financially secure, we work hard to provide trusted financial products and valued guidance, including individual life and disability insurance, employee benefits, retirement planning, investments, and wealth management services. 

This internship will begin May 2027. This is a hybrid role working partially in-office and partially from home. 

What you do: As an intern, you will gain valuable hands-on experience within two of the following departments. Responsibilities will vary by placement and may include: 

Financial Reporting The Financial Reporting team prepares the company’s financial statements and reporting in accordance with statutory (STAT) and GAAP standards. Responsibilities of this role include:

• Prepare monthly and quarterly journal entries related to company activities.
• Assist in the preparation of quarterly and annual financial statements in compliance with accounting regulations.

Broker Dealer Accounting The Broker Dealer Accounting team manages financial reporting and regulatory filings for Ameritas Investment Company (AIC) and Ameritas Advisory Services (AAS). Responsibilities of this role include:

• Process journal entries related to company activity and reconcile general ledger accounts.
• Prepare audit support schedules.

Investment Accounting The Investment Accounting team supports the accounting and reporting of the organization’s investment portfolio. Responsibilities of this role include:

• Prepare daily cash and trades in the accounting system, assist in recording and reconciling investment transactions, and assist in the research and resolution of outstanding cash/holdings differences.
• Process journal entries and work with full-time staff on ad hoc projects, tasks, and initiatives.

Financial Planning and Analysis (FP&A) The FP&A team analyzes financial performance, supports strategic planning, and provides insights for business decision-making. Responsibilities of this role include:

• Conduct regular benchmarking analyses to compare organizational performance against industry standards and competitors, identifying areas for improvement and strategic growth opportunities.
• Compile and prepare quarterly rollforward and reporting packages, ensuring accuracy and completeness to provide stakeholders with clear insights into financial performance and progress.
• Assist in preparation of sales reporting for the individual division including reconciliation and adjustment recording process.

Financial Planning and Analysis (FP&A) – Expense & Project Management The Expense Management function supports budgeting, expense analysis, project accounting, and business decision-making. Responsibilities of this role include:

• Perform project accounting reconciliations, identify discrepancies, and work with business partners to facilitate corrections.
• Create and distribute monthly project cost reports.

What you bring:

• Working towards a 4-year degree in Accounting or Finance at a Sophomore or Junior status. 
• Able to commit to a full year of work – part-time during the academic school year and full-time during the summer. 
• PT includes 10-20 hours a week 
• FT includes 30-40 hours a week 
• Consistently demonstrates initiative and a professional, self-directed approach to responsibilities. 
• Accepts additional projects and responsibilities as assigned. 
• Demonstrates effective time management when meeting deadlines, performs responsibilities with accuracy, and adapts to changing situations. 
• Proven ability to work well and proactively communicate with all levels of management within the organization. 
• Excellent verbal and written communication skills 
• Keen analytical and critical thinking skills. 
• Extremely strong Microsoft Office technical skills. 

What we offer:

• Our company motto is “Fulfilling Life” and we take that job seriously, with a heavy commitment to volunteering and community support, employee well-being, and providing quality products and services that help our customers create a brighter future. 
• Being a mutual-based organization, the return on our investment goes back into the company, to benefit our members/customers. 
• We’re committed to professional development, opportunity, inclusion, and diversity. Team building and collaboration are also priorities. 

This internship is benefits ineligible. 

An Equal Opportunity Employer: 

Ameritas has a reputation as a company that cares, and because everyone should feel safe bringing their authentic, whole self to work, we’re committed to an inclusive culture and diverse workplace, enriched by our individual differences. We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law. 

Application Deadline
This position will be open for a minimum of 3 business days or until filled.

This position is not open to individuals who are temporarily authorized to work in the U.S.