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Invest in the Future with Financial Services Solutions 

Success demands more than just great people—it requires strategic execution. We partner with financial institutions to deliver not only specialized talent but also tailored solutions that drive transformation, ensure compliance, and enhance operational performance. 

What’s Shaping Financial Services This Year

Explore 2026 Trends

  • AI Training Wheels Are Coming Off
  • Financial Crime Grows More Sophisticated
  • AML & KYC Expectations Keep Rising
  • Operational Resilience Becomes Non-Negotiable
  • Data Quality Quietly Becomes a Growth Lever
  • Trust Becomes the Ultimate Differentiator

Financial Solutions You Can Count On

At the core of every challenge in financial services—whether it’s navigating complex regulations, managing costs, or modernizing legacy systems—is the need for the right people and the right solutions. And that’s where Insight Global comes in! 

We specialize in delivering high-impact talent and solutions that help financial institutions move forward with confidence. From compliance experts who keep you audit-ready, to agile teams that can streamline your operations, to tech professionals who drive digital transformation—we bring the expertise that turns obstacles into opportunities. 

With over 24 years of experience and a “people-first” mentality, we don’t just fill roles. We build partnerships that solve problems and fuel progress. 

One Partner, Infinite Possibilities

At Insight Global, we excel at delivering exceptional talent and technical expertise that drive efficiency and innovation. Our proven approach ensures you can adapt swiftly to market changes to optimize your operations and leverage the latest tech and best talent. Partner with Insight Global as your financial services staffing and professional services agency today. 

Custom Solutions 

Tailored strategies designed to meet the unique regulatory and operational needs of your financial organization. 

Relationships First

The Insight Global difference is care—for our team, our consultants, and our clients. You can see that in our industry-leading retention rates and NPS scores—plus our repeat business with top financial companies.

Vendor Consolidation 

Why juggle multiple vendors when you can have one, reliable partner? Insight Global provides outstanding technical experts and  talent resources. 

Full-Cycle Team Management

We go beyond process improvement to deliver end-to-end workforce solutions. From onboarding and performance tracking to workflow optimization and FTE conversion, we help you build and manage high-performing teams that scale with your business. 

Specialized Expertise

We bring our deep financial industry knowledge and a proven track record of placing top-tier talent in roles across banking, insurance, investment, and asset management. From compliance and audit to digital transformation, our experts understand the complexities of your world and deliver the right solutions every time. 

Connect with Top Talent in Financial Services
— And Beyond

When you partner with a leading financial services staffing agency like Insight Global, you gain access to more than just resumes—you tap into a global network of pre-vetted, highly skilled professionals across banking, insurance, and consulting.

As your trusted financial services staffing and professional services partner, we offer specialized solutions designed to address the most complex challenges in the industry. Beyond delivering qualified finance and risk management talent, we work collaboratively to enhance your operational infrastructure, modernize legacy systems, and strengthen your cybersecurity posture. Whether you’re aiming to optimize financial operations, elevate client experience, or navigate evolving regulatory landscapes, we bring the expertise to deliver results that drive your business forward.

In addition to offering contract, contract-to-hire, and direct placement staffing solutions, we deliver world-class technical and talent services through Evergreen, our professional services division. Whether you need experts in compliance, audit, risk, digital transformation, or customer operations, we’re equipped to support every corner of your financial organization—and beyond.

Job seeker? Check out our open positions here.

Industry Intelligence

Meet Our Experts

Rachel Peacock
Financial Services

Rachel Peacock

Executive Director, Financial Services

Rachel brings a client-first approach to enterprise relationships, orchestrating high-impact workforce solutions across Insight Global’s most strategic accounts. Her focus on partnership and long-term value creation drives lasting client success.

Shane Dyer
Financial Services

Shane Dyer

Global Director, Financial Services

With broad expertise spanning global markets and complex client engagements, Shane leads professional services strategy and delivery—connecting organizations with the right talent and solutions to drive measurable outcomes at scale.

Insight Global Knows Finance.

Empowering your business with top Finance talent and solutions. See more Financial Services Positions.

Financial Analyst ? TSA & Cost Modeling

Raleigh, NC

The Financial Analyst ? TSA & Cost Modeling provides critical financial analysis and modeling support for a complex, large-scale healthcare enterprise divestiture. This role is responsible for performing stranded cost analysis, developing TSA pricing models, supporting cost allocation frameworks, and tracking TSA service consumption throughout the transition period.Working directly with the divestiture program leadership and workstream leads, this analyst delivers the financial insights that inform TSA negotiations, cost recovery strategies, and executive decision-making across all phases of the separation.Key Responsibilities?Perform stranded cost analysis to identify costs that will remain with the divesting entity post-close and develop mitigation recommendations ?Develop and maintain TSA pricing models that accurately reflect the cost of services provided during the transition period ?Support financial analysis and data preparation for TSA scope and pricing negotiations ?Track TSA service consumption, actual costs versus forecasts, and provide variance analysis to program leadership ?Build and maintain cost allocation models that appropriately distribute shared service costs across business units and entities ?Provide analytical support and financial reporting to the divestiture program leadership team on a regular cadence ?Identify opportunities to reduce TSA duration, cost, or complexity through financial scenario modeling ?Collaborate with workstream leads to ensure financial models reflect current operational assumptions and program timelinesPay Range for this role is: $44 – $48 depending on years of experience and educationWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global’s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
View Financial Analyst ? TSA & Cost Modeling Position

Solutions Engineer

Bothell, WA

Inspire prospective clients by explaining strategy, portfolio and answering technical questions about quantum portfolio (compute, network, security, sensing and space) and quantum applications.Lead and shepherd client discussions, inspiring them to see how quantum applications can be implemented in their business domain.This includes working through business needs and mapping Quantum Algorithms (financial services, bioscience, chemistry and materials, optimization, generative AI, and other domains) into application code and executing Proof-of-Concepts together with the Application team.Share insights from clients with the Product Management and Engineering teams such that client feedback is incorporated into our products.Navigate competitive objection handlingTranslate business needs expressed by our clients into technical work projects in collaboration with other team members.Create assets to explain features of our quantum applications and other quantum products.Move dialogs from initial ideation to focused exploration domain through to proof-of-concept and ultimately into production workflows.Lead client discovery sessions for business-oriented use cases that uncover potential overlap with development of useful quantum algorithms together with the Application teamPartner with marketing, developer relations and business development to grow awareness of the company in the world at large.Attend industry conferences, as needed, to talk to client and support our booth activities.Some travel expected in the US (20%) but opportunities for global travel are available as well for client meeting and conference activities.This is a technical customer-facing role with the appropriate balance of compensation acceleration for success and a base salary to ensure that credibility and technical correctness always come first.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global’s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
View Solutions Engineer Position

Senior FP&A Analyst

Plano, TX

An employer is looking for an Senior FP&A Analyst in the Plano, TX area. You will partner with key stakeholders to deliver actionable financial insights that drive operational efficiency and business performance. This role is responsible for financial forecasting, reporting, and financial analysis for the client?s franchise and license business. Responsibilities will include:Budgeting & Planning:?Partner with cross-functional leaders to understand key revenue and cost drivers.?Support annual operating plans and quarterly forecasts.?Identify risks and opportunities relative to plan and forecast; recommend mitigation strategies where appropriate.?Ensure alignment between financial plans and evolving business strategies.Forecast/Close/Reporting:?Support the monthly and quarterly forecasting process, incorporating current business trends and strategic initiatives.?Partner closely with business stakeholders to ensure forecasts reflect operational realities.?Support period-end close activities for assigned areas of responsibility.?Facilitate P&L reviews, analyzing results versus plan, forecast, and prior year.?Prepare clear, concise financial summaries for leadership to support decision-making.?Continuously improve forecasting, reporting, and business processes to enhance efficiency, accuracy, and insight generation.Financial Analysis:?Perform detailed financial and operational analyses to identify risks, opportunities, and performance drivers.?Deliver ad hoc analyses to support senior leadership and business partners.?Oversee reconciliation of financial data and P&Ls as needed to ensure accuracy and integrity.?Support special projects and provide analytical support for new initiatives and growth strategies.?Develop key performance insights that enable informed investment and strategic decisions.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global’s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
View Senior FP&A Analyst Position

Insight Global in Financial Services

We’re your partner for success

Financial Services Staffing Resources

Elevating the Customer Experience in Financial Services: Trends and Opportunities 

Elevating the Customer Experience in Financial Services: Trends and Opportunities 

Celine Pham Avatar

By

Read More ->: Elevating the Customer Experience in Financial Services: Trends and Opportunities 

Discover how financial institutions can tackle customer experience challenges with smart strategies and a customer-centric approach.

4 Trends in Financial Services in 2026 & Beyond

4 Trends in Financial Services in 2026 & Beyond

Rachel Peacock Avatar

By

Read More ->: 4 Trends in Financial Services in 2026 & Beyond

Discover some of the top trends in the financial services industry and how these shifts are creating exciting opportunities for employers.

Anti-Money Laundering: the Compliance Bottleneck No One Talks About 

Anti-Money Laundering: the Compliance Bottleneck No One Talks About 

Shane Dyer Avatar

By

Read More ->: Anti-Money Laundering: the Compliance Bottleneck No One Talks About 

Explore how tailored AML solutions can help banks tackle compliance bottlenecks, reduce risk, and meet rising regulatory demands.

Insight Global Maintains #2 Spot Among Largest U.S. Finance and Accounting StaffingFirms, Grows Market Share Beyond 5.4% 

Insight Global Maintains #2 Spot Among Largest U.S. Finance and Accounting StaffingFirms, Grows Market Share Beyond 5.4% 

Charlotte Pinckney Avatar

By

Read More ->: Insight Global Maintains #2 Spot Among Largest U.S. Finance and Accounting StaffingFirms, Grows Market Share Beyond 5.4% 

Insight Global has been named the second largest finance/accounting staffing firm in the United States, according to the Largest Finance/Accounting Staffing Firms in the United States: 2025 Update. The company…

FAQs

How does a financial services recruiting and staffing agency work?

Insight Global connects qualified financial services professionals with companies that require their talents. First, our financial services recruiting team reaches out to the potential hire and gets an idea of their skills, experience, and goals. Once we understand their qualifications, we match them with open positions at your company. Insight Global also offers support throughout the interview and hiring process, ensuring that both the financial services professional and the company are a good fit for each other.

What are the benefits of working with Insight Global?

Insight Global is a leading staffing agency that puts people first. When you work with us, you work with recruiting and staffing professionals that truly care about you. We have the resources and connections to help you hire top talent or land a new job without breaking a sweat.

How quickly can you staff my open position?

Depending on interview availability and decision-making, we typically identify and screen candidates in 24-48 hours. Onboarding for consultant assignments takes as little as 1-3 days, but the typical timeframe for interviews, onboarding, and in the door working is 1-3 weeks.

Where is Insight Global located?

Insight Global is an award-winning staffing company headquartered in Atlanta, GA. We have 70+ offices located throughout the United StatesCanada, and United Kingdom and are more than able to meet your staffing or consulting needs, in person or remote. View our office locations.

Do you staff remote/work from home jobs? Other jobs/industries/sectors?

Yes! We offer contract, contract to permanent, and direct placement talent solutions for in-person, hybrid, or remote positions. Whether you’re a job seeker or hiring manager, we’re ready to help.

In addition to financial services recruiting, we recruit and place candidates across a broad range of industries and sectors, including IT, healthcare, legal, engineering, education, energy, life sciences, government, construction, creative, and hospitality.

Can you help a candidate get set up to work remotely?

Absolutely! Whether a candidate needs help connecting to your company’s VPN, getting access to their new devices, or understanding your company’s remote work policies, our team is more than happy to assist.

Is Insight Global Better Business Bureau (BBB) accredited?