Job Description

Job Description

Job Description

About BetaNXT

BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.

We are seeking a detail-oriented and analytical Summer Finance and Accounting Intern to join our team. This opportunity offers hands-on experience in financial planning, budgeting & forecasting, and accounting processes within a dynamic corporate environment. You’ll work closely with experienced professionals to analyze financial data, assist with forecast preparation, and support initiatives that ensure accuracy and compliance. This role will help develop strong quantitative, organizational, and problem-solving skills while gaining exposure to real-world financial operations and strategic decision-making.

Duties and Responsibilities of the Intern, Finance and Accounting

• Support the management and tracking of financial transactions, and forecasts that align with critical business objectives
• Assist in preparing, analyzing, and reconciling financial management reports
• Collaborate with internal stakeholders to ensure accurate and timely financial data collection and reporting
• Help identify potential financial risks, assist in creating mitigation plans, and contribute to resolving issues efficiently
• Participate in the forecasting process, including data gathering, variance analysis, and reporting
• Learn and apply financial management tools and software (such as Excel, NetSuite and NSPB) in a professional setting
• Assist in preparing presentations and updates tailored to various audiences, including leadership and cross-functional teams

Skills and Experience of the Intern, Finance and Accounting

• Currently pursuing a degree in Finance, Accounting, Business, or a related field
• Self-starter with an open mind to exploring new ideas and solutions in financial management
• Proven analytical, quantitative, and problem-solving skills
• Solid understanding of financial management software (e.g., Excel, NetSuite) and basic accounting principles
• Above-average organizational, interpersonal, and communication skills
• Ability to multi-task, stay calm under ambiguity, and thrive in a fast-paced environment
• Detail-oriented with a commitment to accuracy and confidentiality

Details:

• Pay for this position with be $25/hour
• The intern will be located in our Brookfield, WI office on a hybrid schedule. The intern must live within commutable distance to the office and provide own housing. A housing stipend or relocation assistance will not be offered
• The duration of our program is10 weeks, beginning on Wednesday, May 27, 2026
• Candidates must be enrolled full-time in an undergraduate course of study and be a rising senior (senior commencing Fall 2026) with a minimum GPA of 3.3 and be eligible to work in the US

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