Finance and Financial Management Commons^™

The Opportunities And Challenges Of Automation: Insights From An Internship Experience At Ultrasource Llc, Olivia Madden

Finance Undergraduate Honors Theses

This thesis provides insight into Olivia Madden's time as an intern at UltraSource LLC. UltraSource LLC is a Kansas City company that produces meat manufacturing equipment and operational supplies. Olivia worked as a finance intern, where she was tasked with automating processes for the accounts receivable and payable teams and also did ad hoc projects for the finance department as a whole. These insights are recorded through weekly journal entries describing what was done and what was learned every week.

These insights are translated into research on the opportunities and challenges of automation, and the impact automation has on worker …

How The Finance Industry Is Shaped By Technology – A Corporate Experience, Max Pabin

Finance Undergraduate Honors Theses

For this paper, I want to analyze how new technology affects the financial industry for individual clients. My internship at Fidelity Investments provided me with a back-end view of the technology used for clients, while my Chase experience has provided me with an in-depth view of how clients use technology daily. I believe that the financial services industry is being taken over by new technology. This has created a new experience for customers that has made it easier for them to bank, apply for credit, and invest their money. I find this subject to be very interesting as someone who …

The Importance Of Process Documentation In The Workplace, Alisha Chatlani

Finance Undergraduate Honors Theses

This paper focuses on the benefits of process documentation in the workplace and how individuals can go about creating documentation that best suits their business needs. The author of this paper explains how they went about researching, developing, and creating process documentation for a team at J.B. Hunt Transport Services and the methodology behind the entire process through an internship.

Financial Planning Through A Pandemic: A Northwestern Mutual – Fayetteville Internship Experience, Grant Hoeldtke

Finance Undergraduate Honors Theses

For my internship, I worked as a College Financial Representative. As a College Financial Representative, I essentially worked as a full-time financial representative, but without some of the certifications required to offer the full line of products offered by Northwestern Mutual. Throughout the internship, I went through the process of kickstarting my financial advising practice and growing my connections around the Northwest Arkansas and Tulsa areas. I gained experience setting and hosting meetings with potential clients, then creating personalized and customizable financial plans based on the information I received during the client's meeting. Every single meeting and financial plan were …

Colgate-Palmolive Customer Development Finance Internship: A Collection Of Journals Entries & Testimonials Of Professional Development, Braden Byrum

Finance Undergraduate Honors Theses

This is a collection of journal entries and testimonials to professional development that I received from my internship with Colgate-Palmolive on the Walmart team. Over the span of three months it serves as a reflection on my purpose and inflictions throughout my day to day during my internship. The skills developed during this experience are monumental in professional development but also expand into my personal life. These themes are relevant to the life ahead of me and this collection will serve as an endorsement to that.