Job Description

The Accounting & Finance (A&F) Intern role is a rotational position that would provide you experience with two of the following areas of the Accounting & Finance Department at Ameritas ; broker-dealer accounting, investment accounting, financial reporting, financial planning and analysis , and 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 2026. This is a hybrid role working partially in-office and partially from home.  

What you do:

As a rotational intern, you will gain valuable hands-on experience by working in two of the following departments. Responsibilities will vary by placement and may include:  

Financial Reporting   

The Financial Reporting team prepares and completes the financial statements that detal the financial position of the company in accordance with statutory (STAT) and GAAP standards in addition to the following functional tasks:  

• consolidate financial data,  

• coordinate with external auditors and regulators,  

• maintain internal controls over financial reporting, and  

• monitor changes to accounting pronouncements for STAT and GAAP basis.  

Responsibilities of this rotation include s :  

• 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 prepares and completes all financial reporting for Ameritas Investment Co mpany (AIC) and Ameritas Advisory Services (AAS) and makes required filings with all regulatory agencies. T he y are responsibl e f o r audits from internal and external auditors, including SEC and FINRA.  

Responsibilities of this rota tion include s :  

• Process journal entries related to company activity and reconcile general ledger accounts.  

• Prepare audit support schedules.  

Investment Accounting  

The Investment Accounting department manages the accounting processes related to the organization’s investment portfolios. T h is includes :  

• recording and reconciling investment transactions,  

• reconci ling accounts in the general ledger,  

• custody reconciliations,  

• cash management , and reporting.  

Responsibilities of this rota tion include s :  

• 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, an d initiatives.  

Financial Planning and Analysis (FP&A)  

The Financial Planning and Analysis team plays a critical role in understanding the company's financial health by conducting the following functions:  

• analyze financial data,  

• create financial models,  

• evaluate business performance to inform decision-making  

• develop annual and long-range plans,  

• create board presentations,  

• compare peer results to our own, and  

• manage rating agency relationships.

Responsibilities of this rotation include s :  

• 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 divisio n including reconciliation and adjustment recording process.  

Financial Planning and Analysis (FP&A) – Expense & Project Management  

The Expense Management Function of the FP&A team assists the organization in understanding departmental and project expenses by :  

• maintain ing cost allocation rates  

• allocat ing monthly expenses,  

• a naly zing actual performance against monthly budgets , and  

• partner ing with business leaders to evaluate strategic decisions.

Responsibilities of this rotation include s :  

• 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.  

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