Finance and Accounting Internship at HERITAGE FINANCIAL CREDIT UNION – Newburgh, New York
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About This Position
Looking to turn your accounting education into meaningful, hands-on experience? Join our 8-week internship to gain a behind-the-scenes look at how a credit union operates, while developing practical, career-ready skills that go far beyond the classroom.
Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our Core Values are at the heart of everything we do:
Experience: Go Above Expectations; Create Positive Moments; Personally Acknowledge
Service: Deliver As One Team; Stay A Step Ahead; Guide With Product Expertise
Integrity: Do What's Right; Speak the Truth; Own Our Actions
People: Grow Together; Respect Every Voice; Build Trusting Relationships; Strengthen Culture & Community
In this internship you will:
- 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
What you’ll gain:
- 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 your presentation skills by sharing how your internship experience summary in a meeting directly with our Executives
- 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
- This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. We will provide on-line training to support this qualification. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance.
Salary: $20.00 per hour
Weekly Hours: 40
Duration: 8 weeks (June 1 - July 31, 2026) with ability to work through mid-August if available
Equal Opportunity Statement: Employment at our Credit Union is based upon merit, ability, and qualifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status.