Financial Reporting Intern (Hybrid)

Posted 12 Days Ago
Be an Early Applicant
Lake Forest, IL
Internship
Insurance
The Role
The intern will assist with preparing financial statements, managing quarterly reports, and improving reporting processes while gaining experience in financial operations.
Summary Generated by Built In

The finance intern will work under the supervision of the Executive Director, Financial reporting, gaining hands-on experience with financial statements, reporting, filings, accounting entries, and more. The program is 10 weeks long starting on June 2 and ending August 8. The position is hybrid, working three days in the office (typically Tuesday, Wednesday, and Thursday), and two remote. The ideal intern should possess strong initiative, be detail oriented and demonstrate excellent communication skills.

KEY ACCOUNTABILITIES:

  • Assist with the preparation of the second quarter statutory financial statements, accurately and efficiently meeting all deadlines. 

  • Responsible for requesting, organizing, compiling, and tracking information from numerous sources throughout the company required for quarterly reporting for 3-4 legal entities. 

  • For all NAIC filings, this individual will be accountable for less complex schedules, exhibits and Foot Notes but will be assigned more complex ones as knowledge of company operations and industry is acquired. Complete, consolidate data, review for reasonableness and comparability, and reconcile information received to key exhibits, schedules, supplemental schedules, and financial Notes, review for reasonableness between reporting periods, and work with sources to resolve inconsistencies. 

  • Enter data into WINGS filing software, via upload or manual entry. Review and resolve any crosscheck errors within the filings for assigned schedules and exhibits and resolve them. Identify, initiate, test and implement process improvements to make them more efficient. Prepare and critically review accounting entries for insurance entities. Assist with rolling forward of annual audit reports and review for accuracy. 

REQUIREMENTS:

  • Bachelor’s degree in Accounting expected by spring/summer 2027.

  • GPA or 3.0 or higher required.

  • Must be able to work 37.5 hours per week. 

Preferred:

  • Prior experience in MS Office, specifically Excel 

  • Strong organizational and project management skills 

  • Excellent interpersonal and communication skills 

  • Effective problem-solving skills and analytical aptitude 

  • Demonstrated leadership ability 

  • Interest in the insurance Industry 

The compensation range for this role is the following based on the location of Lake Forest, Illinois:

$18.89 - $27.29 per hour

The final offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market.

Brand: Trustmark

Our internship will not only utilize your current skills, but will enhance them as well. Trustmark benefits include an on-site fitness center, subsidized cafeteria, casual/jeans attire, 4½-day work week and many fun educational and social activities!

For the fifth consecutive year we were selected as a Top Workplace by the Chicago Tribune. The award is based exclusively on Trustmark associate responses to an anonymous survey. The survey measured 15 key drivers of engaged cultures that are critical to the success of an organization.

All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, sexual identity, age, veteran or disability.

Top Skills

Excel
MS Office
Wings Filing Software
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The Company
HQ: Lake Forest, IL
1,457 Employees
On-site Workplace

What We Do

Trustmark is a national employee benefits company offering specialized expertise in voluntary benefits, self-funded health benefit plan design and administration, and employee health and fitness programs that drive results through human and virtual connection. Trustmark offers employers access to benefit options usually reserved for large companies, combined with the personal service you’d expect from a small company. Trustmark’s commitment to building long-term, trusted relationships helps people and businesses thrive.

• Trustmark Voluntary Benefits provides valuable life, hospital, accident, disability and critical illness insurance designed to fit changing needs based on life stage or financial priorities. Trustmark helps educate employees and provides resources to help communicate the value of benefits and other important company initiatives. To learn more, visit TrustmarkVB.com.

• Trustmark Health Benefits is a total benefits solution for mid-sized and large self-funded employers. As one of the nation’s largest independent benefits administrators, we help our clients manage costs without compromising care by offering innovative solutions, flexibility, and complete data transparency for our clients. To learn more, visit TrustmarkHB.com.

• Trustmark Small Business Benefits® level-funded solutions allow small to mid-size employers to provide affordable health benefits to employees. Available to groups with five or more employees along with simplified underwriting for 51 or more enrolled employees, our comprehensive self-funded plan designs and services help empower clients to be smarter healthcare consumers. To learn more, visit TrustmarkSB.com.

• HealthFitness is a comprehensive wellbeing provider that delivers wellness, fitness and injury prevention programs. To learn more, visit Healthfitness.com.

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