CPT Equipment Finance Sales Jobs
Equipment Finance Sales roles sit at the intersection of financial analysis and client relationship management, making them a strong CPT match for students in finance, business, or economics programs. Your DSO must authorize each CPT position individually, so confirm the role ties directly to your degree curriculum before accepting an offer.
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Get Access To All JobsJob Summary
This role is in partnership with the Drexel Co-Op program. Under the oversight and direction of Financial Reporting management and in support of the Financial Reporting Senior Analyst, responsible for preparing all quarterly and annual external financial statements/reports as required of the Company on the basis of Statement of Statutory Accounting Principles (SSAP). Responsibilities including, but not limited to:
Key Responsibilities:
- Assisting in the preparation and validation of quarterly Department of Insurance (DOI) financial reports/fillings and various other external financial filings.
- Preparing SSAP related adjustments and maintaining associated dimension in Oracle.
- Performing overall variance analysis on the above noted reports.
- Preparing assigned audited annual financial statements and related disclosures on a SSAP basis.
- Participating in the implementation of new SSAP guidance as it relates to the completeness and accuracy of the financial statements and related disclosures.
- Maintaining Workiva Financial Reporting module and all associated reports, report links, certifications, validation rules, etc.
- Identifying process inefficiencies, recommending efficient process alternatives, and assisting in implementation of such process improvements.
Education/Experience:
- Currently pursuing a Bachelor’s degree in Accounting.
- Interest in obtaining a CPA certification in the future.
- Basic understanding of U.S. Generally Accepted Accounting Principles and their application.
- Basic understanding of SSAPs and their application is a plus.
- Exposure to coursework or projects involving the preparation of financial statements.
- Familiarity with annual audited financial statements, reports, and related disclosures through academic work or internships.
- Experience with Hyperion/Oracle or similar ERP systems is helpful but not required.
- Proficient with Microsoft Office applications, particularly Excel, Word, and PowerPoint.
- Experience with Workiva and Statement Pro or similar systems is a plus.
- No prior professional experience required; previous internship or relevant coursework preferred.
Job Summary
This role is in partnership with the Drexel Co-Op program. Under the oversight and direction of Financial Reporting management and in support of the Financial Reporting Senior Analyst, responsible for preparing all quarterly and annual external financial statements/reports as required of the Company on the basis of Statement of Statutory Accounting Principles (SSAP). Responsibilities including, but not limited to:
Key Responsibilities:
- Assisting in the preparation and validation of quarterly Department of Insurance (DOI) financial reports/fillings and various other external financial filings.
- Preparing SSAP related adjustments and maintaining associated dimension in Oracle.
- Performing overall variance analysis on the above noted reports.
- Preparing assigned audited annual financial statements and related disclosures on a SSAP basis.
- Participating in the implementation of new SSAP guidance as it relates to the completeness and accuracy of the financial statements and related disclosures.
- Maintaining Workiva Financial Reporting module and all associated reports, report links, certifications, validation rules, etc.
- Identifying process inefficiencies, recommending efficient process alternatives, and assisting in implementation of such process improvements.
Education/Experience:
- Currently pursuing a Bachelor’s degree in Accounting.
- Interest in obtaining a CPA certification in the future.
- Basic understanding of U.S. Generally Accepted Accounting Principles and their application.
- Basic understanding of SSAPs and their application is a plus.
- Exposure to coursework or projects involving the preparation of financial statements.
- Familiarity with annual audited financial statements, reports, and related disclosures through academic work or internships.
- Experience with Hyperion/Oracle or similar ERP systems is helpful but not required.
- Proficient with Microsoft Office applications, particularly Excel, Word, and PowerPoint.
- Experience with Workiva and Statement Pro or similar systems is a plus.
- No prior professional experience required; previous internship or relevant coursework preferred.
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Get Access To All JobsEquipment Finance Sales CPT: Frequently Asked Questions
Does an Equipment Finance Sales role qualify for CPT authorization?
It depends on how directly the role connects to your declared major. If you're enrolled in a finance, business administration, or economics program, an Equipment Finance Sales position typically qualifies because it involves credit analysis, client prospecting, and financial product structuring. Your DSO makes the final call, so bring documentation showing the job duties align with your program's learning objectives.
Can I do CPT in an Equipment Finance Sales role that includes commission-based pay?
Yes, commission-based compensation structures are allowed under CPT as long as the position is a bona fide employment arrangement authorized by your DSO. The commission model is common in equipment finance sales, but confirm with your school that variable pay doesn't affect your enrollment status or the number of authorized work hours per week.
How do I find Equipment Finance Sales employers who are familiar with CPT?
Browse Equipment Finance Sales listings on Migrate Mate, which shows employers with active visa and work authorization filing history. Larger regional banks and independent finance companies with dedicated commercial lending desks tend to have HR teams experienced in onboarding international students, which smooths the CPT paperwork process significantly.
Will 12 months of full-time CPT in Equipment Finance Sales affect my OPT eligibility?
Yes. If you use 12 or more months of full-time CPT, you lose your OPT eligibility entirely, per USCIS regulations. Part-time CPT, defined as 20 hours or fewer per week, does not count toward that limit regardless of total duration. Plan your CPT carefully if you intend to use OPT for post-graduation employment in financial services.
What documents does my employer need to provide for my CPT authorization?
Your employer needs to supply a signed offer letter that includes your job title, the name of the hiring company, the employment start and end dates, whether the role is full-time or part-time, and a brief description of your duties. Some DSOs also require a training plan or supervisor attestation confirming the role is integral to your curriculum, so ask HR early in the offer process.