Finance Optimization Intern
Hilltop Holdings is seeking a Finance Optimization Intern to work closely with our Finance teams and other departments, gaining hands-on experience while assisting with key initiatives across the company.
About the role
This individual will develop entry-level experience in the financial services industry, including exposure to Finance, Accounting, or Tax functions, organizational transformation tasks, and strategic planning support. The role involves interaction with C-suite and executive leadership, providing clerical, administrative, and project support.
Responsibilities
- Gain exposure to basic functions in Finance, Accounting, or Tax and develop foundational experience in financial services.
- Provide clerical and administrative support to finance teams.
- Assist with strategic planning, including monthly analysis, projections, and identifying revenue/expense trends.
- Support projects analyzing firm performance and compiling reports.
- Fulfill ad hoc requests from C-suite and executive leadership.
- Perform other duties as assigned.
Requirements
- High school diploma, GED, or equivalent.
- Rising Senior pursuing a degree in business, finance, economics, accounting, statistics, or a related field (preferred).
- 1–2 years of experience is preferred but not required.
- Proficiency in computer hardware, operating systems (Windows/Mac), and software/applications (MS Office, Internet Explorer, Outlook).
- Knowledge of Microsoft Office (particularly Excel and PowerPoint) and PowerBI is a plus.
- Excellent verbal, written, and communication skills.
- Proven self-starter with strong time management and organizational skills.
- Desire to learn about career opportunities in financial services.
- Must have authorization to work for any employer in the U.S. without requiring sponsorship.
About Us
Founded in 1998 and headquartered in Dallas, Texas, Hilltop Holdings offers a diverse range of financial services through its three primary subsidiaries: PlainsCapital Bank, PrimeLending, and HilltopSecurities.
- PlainsCapital Bank is a leading commercial bank with locations throughout Texas.
- PrimeLending is a national mortgage provider focused on purchase mortgage originations.
- HilltopSecurities provides financial advisory, clearing, retail brokerage, and other investment banking services.
Hilltop Holdings aims to build the premier Texas-based diversified financial services holding company through acquisitions and organic growth. Learn more at www.hilltop.com.
About The Team
The Finance department at Hilltop Holdings manages and optimizes the company’s financial health. Comprised of highly skilled professionals, the team analyzes financial data, ensures accurate reporting, and maintains compliance with regulations. Key responsibilities include:
- Strategic financial planning and forecasting.
- Budgeting, financial analysis, and risk management.
- Providing insights to guide decision-making across the organization.
- Collaborating with other departments to support objectives and allocate resources effectively.
The department is committed to integrity, transparency, and fiscal responsibility, driving the success and sustainability of Hilltop.