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Western & Southern Financial Group

Provides personalized financial solutions and guidance

Real Estate Investment Accounting Intern

Winter 2026Deadline 2/1/27
No salary listed
Internship
Cincinnati, OH, USA
In Person
AccountingFinancial Accounting

About the job

Requirements
  • Be a third- or fourth-year accounting student.
  • Have working knowledge of accounting and generally accepted accounting principles.
  • Be able to learn accounting software applications.
  • Have successful experience in problem-solving situations.
  • Have strong verbal and written communication skills.
  • Be able to coordinate multiple tasks simultaneously and complete assigned tasks accurately and on time.
  • Demonstrate self-motivation and experience working under limited supervision.
  • Have strong analytical skills, including experience identifying and quantifying problems and providing effective resolutions.
  • Be proficient with Microsoft Word and Microsoft Excel, including advanced functions.
  • Be able to work in an office setting and remain stationary for long periods while working at a desk, on a computer, with standard office equipment, or in meetings.
  • Be able to verbally communicate and exchange accurate information with customers and associates regularly.
  • Have visual acuity to read and interpret correspondence, procedures, reports, and forms in paper and electronic formats, inspect small defects and parts, operate machinery when required, use measurement devices continuously, and determine the accuracy, neatness, and thoroughness of assigned work.
  • Be able to prepare written correspondence, reports, and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style.
  • Be able to apply logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
  • Be able to perform substantial wrist, hand, and finger movement for continuous computer work.
  • Be available to work extended hours during peak workloads or special projects and events.
Responsibilities
  • Analyze asset, liability, and equity accounts monthly for an assigned portfolio of properties.
  • Produce accurate monthly balance sheets for each property in a timely manner.
  • Prepare supporting schedules as appropriate.
  • Review revenue and expense accounts monthly for assigned properties.
  • Investigate material variances between actual performance and budget.
  • Examine underlying vendor invoices and other supporting documentation as appropriate.
  • Produce accurate monthly income and operating statements for each property in a timely manner.
  • Provide accurate and timely responses to accounting and financial questions.
  • Participate in meetings with accounting professionals across the Enterprise to understand how various real estate investments are accounted for.
  • Demonstrate Excel and financial analysis skills on assigned projects.
  • Assist with calculating performance returns for the investment real estate portfolio.
  • Record transactions in the mortgage loan accounting system.
  • Perform other duties as assigned.
  • Comply with all policies and standards.

About the company

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Western & Southern Financial Group

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Western & Southern Financial Group helps individuals and middle-market clients manage financial needs through personalized, face-to-face guidance. Western & Southern Life sales representatives assess goals and tailor solutions like life insurance within an agency-based system supported by mentors and managers. The firm translates complex financial concepts into practical plans focused on protection, savings, and retirement, backed by a long heritage dating to 1888. Its goal is to provide clear, stable guidance and ongoing support through a relationship-driven, professional team.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Cincinnati, Ohio

Founded

1888

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Simplify's Take

What believers are saying

  • April 27, 2026 Till acquisition expands direct-to-consumer family banking immediately.
  • March 31, 2026 assets reached $132.3 billion, supporting acquisition capacity.
  • Fidelity’s IncomePoint distribution keeps Western & Southern inside employer retirement plans.

What critics are saying

  • The 2025 overtime class action targets Western-Southern and Eagle Realty’s payroll practices.
  • Armstrong v. Western & Southern shows repeated employee-benefit litigation pressure in 2026.
  • Till integration failure wastes capital and distracts management from core insurance profitability.

What makes Western & Southern Financial Group unique

  • 1888 Cincinnati mutual heritage and seven life subsidiaries anchor trust.
  • $132.3 billion in assets and managed assets signal scale and staying power.
  • Till Financial adds digital family banking to Western & Southern’s family-focused portfolio.

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Benefits

  • Flexible Work Hours
  • Performance Bonus

Company News

The Business Journals
May 1st, 2026
Western & Southern acquires fintech firm in first deal since 2022

Western & Southern has completed its first acquisition since 2022, purchasing a fintech firm to expand Gerber Life Insurance's family-focused offerings. The deal marks the company's return to acquisition activity after a two-year pause. Western & Southern indicated it has sufficient capital to pursue additional acquisitions when suitable opportunities emerge. The transaction strengthens the insurer's position in the family insurance market through enhanced technology capabilities.

Benzinga
Apr 27th, 2026
Western & Southern Financial Group acquires Till Financial to expand into digital family banking

Western & Southern Financial Group has acquired Till Financial, a fintech platform focused on digital family banking, marking a significant expansion into consumer financial services. The acquisition adds to Western & Southern's portfolio of family-focused brands, including Gerber Life Insurance and Fabric Technologies. Founded in 2018, Till provides a family banking platform featuring a mobile app and debit card with parental controls, automated allowances, shared savings goals and fraud protection. The platform helps families teach children financial literacy through hands-on money management. The deal advances Western & Southern's direct-to-consumer strategy and diversifies its offerings beyond traditional insurance products. Western & Southern, founded in 1888, serves 6.3 million customers and manages $132.3 billion in assets as of March 2026. Financial terms were not disclosed.

PR Newswire
Apr 27th, 2026
Western & Southern Financial Group Acquires Till Financial, Expanding into Digital Family Banking Services and Investing in the Next Generation

/PRNewswire/ -- Western & Southern Financial Group, a leading financial services company serving more than six million customers with insurance, retirement and...

FinSMEs
Jul 16th, 2025
Retirable Raises $10M in Series A Funding

Retirable, a NYC-based holistic retirement platform provider, raised $10m in Series A funding

The Cincinnati Enquirer
Aug 9th, 2024
Cincinnati-based company listed among the best for high school grads to start careers

Cincinnati-based Western & Southern was No. 48 of the top 50 companies listed on the report.