Finance and Accounting Internship

Heritage Financial Credit Union • City of Newburgh, NY

1d • Onsite

About The Position

Heritage Financial Credit Union is offering an 8-week Finance and Accounting Internship designed to provide students with hands-on experience in a credit union environment. This program aims to develop practical, career-ready skills by offering a behind-the-scenes look at credit union operations. Heritage Financial Credit Union is a member-owned financial institution focused on helping members achieve financial goals and building stronger communities through accessible financial services. The organization emphasizes a culture of excellence, employee growth, and core values including Experience, Service, Integrity, and People.

Requirements

• Currently enrolled in an accredited college or university
• Pursuing a degree in Accounting, Finance, or a related field preferred
• Ability to communicate effectively with team members and present ideas clearly
• Strong attention to detail and organizational skills
• Proficiency in Excel or similar tools is a plus
• Gain a working knowledge of Bank Secrecy Act (BSA) requirements and comply with them
• Cooperate with the designated BSA Officer in assuring compliance

Responsibilities

• Reconcile key accounts to ensure accurate financial reporting
• Support month-end close with journal entries and accruals
• Process invoices and expense reports in line with internal controls
• Track fixed assets, depreciation, and prepaid expenses
• Analyze financial variances across statements
• Contribute to process improvements and special projects
• Prepare materials and insights for ALM and pricing discussions
• Assist with investment research and documentation

Benefits

• Practical experience in financial reporting and reconciliations
• Exposure to regulatory and credit union operations
• Opportunities to collaborate with Senior Leadership
• Insight into strategic decisions like pricing and investments
• Build presentation skills by sharing internship experience summary directly with Executives

What This Job Offers

• Job Type: Full-time
• Career Level: Intern
• Education Level: Associate degree
• Number of Employees: 11-50 employees