Financial Reporting Intern Summer 2027

Financial Reporting Intern Summer 2027

Addison, TX; Montpelier, VT

Come join one of America's fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.

Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.

We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.

Please note that we do not offer visa sponsorship for this position

Position Summary:

The National Life Group Internship Program was developed to provide real workplace learning and growth opportunities for undergraduate students. Over the years the program has provided students with the opportunity to engage in meaningful, career-relevant work at National Life Group in preparation for full-time employment.

This position currently offers an onsite work schedule, with the expectation that you are in the office four (4) days per week during onsite core days. Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion.

Responsibilities:

The Financial Reporting team is seeking an intern interested in gaining hands-on experience in accounting and financial reporting. The intern will work closely with members of Financial Reporting and interact with other areas across the CFO organization, including Actuarial, Investment Accounting, Reinsurance, Treasury, Financial Planning & Analysis, and other accounting teams.

This internship provides exposure to both GAAP and statutory reporting through meaningful assignments, team-based learning, and projects that help the intern understand how financial information is prepared, validated, analyzed, and communicated.

• Assist with GAAP and statutory financial reporting activities, including financial statement linking, tie-outs, reconciliations, validation, and supporting schedules.
• Support the preparation and review of MD&A, audited financial statements, and other financial reporting materials.
• Complete assignments across multiple Financial Reporting areas, including GAAP, statutory, state reporting, and other specialized reporting areas.
• Partner with Financial Reporting team members and cross-functional groups to learn how different areas contribute to the overall reporting process.
• Participate in aspects of the monthly and quarterly financial reporting and close processes.
• Gain exposure to National Life Group's transition to Workday and how ERP systems, data, and process changes affect financial reporting.
• Complete an individual project that may incorporate accounting research, process improvement, technology or AI, or the application of academic concepts to a business or financial reporting topic.

Qualifications:

• Pursuing a Bachelor's Degree in Accounting, Finance, or a related field.
• Strong interest in accounting and financial reporting.
• High level of professionalism, accountability, and attention to detail.
• Strong organizational skills with the ability to manage multiple assignments.
• Clear and effective written and verbal communication skills.
• Proficiency in Microsoft Excel and a willingness to learn new tools, systems, and processes.

AI Proficiency Expectations

At National Life Group, we view AI as an enabler of human potential. We use AI to help us work smarter, serve more clients, and keep our promises, while remaining a relationship-driven business where our people are our greatest strength.

All associates are expected to:

• Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work.
• Stay curious and open to new AI-enabled ways of working.
• Exercise sound judgment by reviewing and validating AI-generated content.
• Maintain accountability for the accuracy, quality, fairness, and integrity of work products by adhering to National Life's AI guiding principles.
• Use AI responsibly and in accordance with company policies related to confidentiality, data privacy, security, compliance, retention, and intellectual property.

Core Competencies:

• Service Focus - Demonstrates a client centric focus for satisfying one's external and/or internal customers; establishes and maintains effective relationships with customers and gains their trust and respect.
• Decision Making - Makes sense of complex information, critically evaluates, and creates solutions.
• Results Oriented - Sets performance and personal goals; Driven to meet or exceed goals and objectives.
• Plans and Aligns - Plans and prioritizes work to meet commitments aligned with organizational goals; Aligns people and skills to tasks and assignments; Evaluates results of work.
• Demonstrates Learning Agility - Enhances skills and knowledge through continuous learning; Focuses on personal results by establishing stretch goals; Seeks feedback and changes accordingly.
• Establishes Relationships - Builds partnerships with others to instill trust, collaborate, and meet shared objectives.
• Communicates Effectively - Actively listens, conveys messages to meet different audience needs, and remains open to new ideas and opinions.
• Fosters Diversity - Values diversity and difference in thought, experience, and perspective; Promotes an environment that embraces diversity, equity, and inclusion; Supports equal and fair treatment for all.

How You Show Up:

The most essential trait for success in this role is intellectual curiosity. We value individuals who seek knowledge, ask thoughtful "why" questions, and want to understand the broader context behind their work. In addition, we expect:

• A high level of professionalism and accountability.
• An engaged and initiative-taking approach to tasks and collaboration.
• Strong organization and attention to detail.
• A growth mindset and openness to feedback.
• Comfort working both collaboratively and independently.

Program Highlights:

• 10-week paid internship (June 1 - August 6) with formal orientation and onboarding
• Networking opportunities with peers and leaders throughout the summer
• Cross-Departmental group project focused on an enterprise-wide solution presented at company-wide event
• Presentation skills coaching sessions
• Learning opportunities throughout program
• Access to mentors (former program participants)

Base Pay Range. The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors. The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances. Additional Compensation and Benefits. The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs. If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors. National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.

Hourly Pay Range

$19 - $28 USD

National Life Group is a trade name of National Life Insurance Company, Montpelier, VT founded in 1848, Life Insurance Company of the Southwest, Addison, TX chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered