Accounting and Finance Intern at Ameritas Lincoln, NE

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.

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:

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 includes:

• 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.

The Broker Dealer Accounting team prepares and completes all financial reporting for Ameritas Investment Company (AIC) and Ameritas Advisory Services (AAS) and makes required filings with all regulatory agencies. They are responsible for audits from internal and external auditors, including SEC and FINRA. Responsibilities of this rotation includes:

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

The Investment Accounting department manages the accounting processes related to the organization’s investment portfolios. This includes:

• recording and reconciling investment transactions,
• reconciling accounts in the general ledger,
• custody reconciliations,
• cash management, and reporting.

Responsibilities of this rotation includes:

• 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.

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,
• manage rating agency relationships.

Responsibilities of this rotation includes:

• 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 roll forward and reporting packages, ensuring accuracy and completeness to provide…