Job Search Results for Financial Analyst

As a Client Relationship Manager/Client Service Representative (CSR) you will be the main point of contact for client's customers dealing in Futures & Options and OTC clearing. The primary functions... More of this role are to provide client support with trade/position management, relationship management, and field market/product inquiries across the derivatives space. This role will be supporting top tier institutional clients, which will require outstanding customer service to enhance the overall relationship.Responsibilities:? Subject matter expert for client queries regarding trades, positions, lifecycle events, commission, reporting, product offering? Navigate the organization (central point of contact for client) by doing research and/or internal outreach to get responses to client queries and escalations? Escalation point for clients as well as internal teams that are looking to drive resolution on critical initiatives? Coordinate outreach and understand clients? intentions around last trade date, esp. on physically settled contracts, and options expiries? Coordinate client requests for additional access to the Mercury portal? Establish frequent dialogue with the Marketing team keeping them abreast of client concerns or product asks and tracking this via internal databases? Establish regular meetings with priority clients to drive discussions around metric trends, outstanding issues (OILs), and strategic industry focus areas.? Meetings should encompass a holistic view of the operational side of the relationship (Product, Collateral, Brokerage, Clearing, etc.)? Meetings should have set agendas, accompanied by presentations where applicable, and should be followed up with call reports? Work with Client Service Relationship Managers to establish prioritization on priority client OILs, keep OILs updated in sharepoint, and ensure regular focus on moving solutions forward? Work with clients to move them toward self-service opportunities on the portal, reduce client accommodations, and use etask/tableau metrics to look at opportunities for reducing manual processes? Maintain client profiles, procedures and up to date contact informationWe 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/.Less

Huntington Bank is looking for a QA Test Automation Lead in our Data Lake and Data Warehouse team. In this role you will be part of a team working to develop solutions enabling the business to... More leverage data as an asset at the bank. As a QA Test Automation Lead, you will work to develop automation test strategies and frameworks ensuring all IT SDLC processes are documented and practiced, working closely with multiple technologies teams across the enterprise. Key technologies include Azure DevOps, Python, AWS S3, Snowflake, Zena, and DataStage.If you consider data as a strategic asset, evangelize the value of good data and insights, have a passion for learning and continuous improvement, this role is for you.Key Responsibilities?Lead quality assurance efforts for multiple concurrent projects focused on data ingestion and integration, ensuring alignment with banking regulatory standards.?Design, implement, and maintain automated testing frameworks and CI/CD pipelines to support scalable and secure data operations.?Develop and execute comprehensive test strategies covering System Integration Testing (SIT) and closely partner with the team for User Acceptance Testing (UAT).?Collaborate with data engineers, developers, project managers, and compliance teams to ensure data quality, integrity, and traceability throughout the ingestion lifecycle.?Drive continuous improvement in QA processes?Design and implement a scalable test automation framework and strategy.?Create daily/weekly test execution metrics and status reporting.?Assist the Project Managers/Scrum Masters to drive project team to defect resolution.?Leverage existing tools/techniques to streamline and automate wherever possible.?Actively participate in walk-through, inspection, review and user group meetings for quality assurance.?Actively participate in the review of project requirements, data mappings and technical design specifications.?Analyze data, troubleshoot data issues, and create action plans to address data quality issues. ?Collaborate with project team on defect analysis and triage. ?Participate in production implementation verification and being accountable for validating system qualityWe 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/.Less

Insight Global is seeking a Business Analyst / Project Manager (BA/PM) for a 3-month rolling contract (6?8 months total) to support a key AML compliance and transaction platform project. This role is... More ideally based in Vancouver (preferred), but open to remote candidates in Toronto, with flexibility on time zones. The successful candidate will play a critical role in Phase 2?3 execution, owning the translation of compliance requirements into actionable deliverables while helping guide project execution. The project focuses on building a centralized transaction platform, standardizing incoming partner data, and ensuring alignment with AML and regulatory compliance requirements. This is a hands-on role requiring a strong BA foundation with PM execution capability, including stakeholder communication, data requirements gathering, and light project coordination (timelines, deliverables, and progress tracking).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/.Less

Summary: The Segment Risk Manager is responsible for oversight and administration of credit risk strategy programs for a business segment. Individual will have responsibility for driving and... More overseeing key credit risk activities for the assigned Commercial Business Units. Key risk activities include identifying, monitoring, measuring, mitigating, and reporting on the Business Units risk and control environment related to credit risk.Additionally, this position will support other Segment Risk Specialists and Managers through direct or indirect reporting lines as a credit subject matter expert. Duties & Responsibilities:Evaluate effective of controls and escalate as appropriate.Identify issues and write clear actionable action plans related to credit process.Validate findings related to credit process including but not limited to replicating work product of Commercial Portfolio Managers and related staff.Direct self-monitoring and testing activities to ensure that they are performed in accordance with Corporate Risk Management requirements.Evaluate the adequacy and effectiveness of enterprise and regulatory controls and the resulting risk and control self-assessments.Deliver timely escalation of all issues requiring attention to senior management.Work with business segment management to ensure that the overall risk function is effectively supporting strategic goals.Collaborate with audit/business segment/corporate risk to address issues with plausible action plans and target dates.Act as the central point for receipt and distribution of important risk information for the business segment and reciprocate the flow of information back to corporate risk management.Ensure business segment adheres to corporate and business unit policies and procedures.Must be aware of and keep abreast of credit risk associated with assigned business segment.May or may not have managerial responsibility.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. 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/ .Less

-understands how to automate processes, etc.-do heavy data-driven work and analysis-breaks down the product to something you can transform into data for reporting purposes-ability to drive and... More execute and facilitate meetings We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, 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 Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. 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/ .Less

Insight Global is looking to hire a Product owner for our client at a large financial institution to own a specific data segment within the treasury portfolio pipeline. This includes working with... More upstream and downstream teams to gather requirements, source data, and deliver end-to-end solutions. You?ll be responsible for source-to-target mapping, data validation and provisioning, and you?ll also be dissecting data coding and pulling your own data, primarily using Google BigQuery.Beyond the technical side, the role requires strong problem-solving skills, the ability to communicate effectively with stakeholders, and present information in a way that ensures clarity and alignment. You?ll need to think critically and be comfortable using various tools. ? Lead data mapping between multiple platforms, ensuring accurate source-to-target mapping.? Serve as an expert in SQL and ETL tools, supporting large-scale data transformations.? Drive system migration initiatives from on-premise platforms to cloud environments.? Collaborate with offshore teams, maintaining flexible hours to overlap with IST time zones.? Build and maintain strong stakeholder relationships, managing requirements and ensuring timely delivery.? Deliver results with quick turnaround times while remaining responsive and adaptable.? Work independently with minimal supervision in dynamic, less-defined environments.? Apply finance and accounting knowledge (e.g., General Ledger reconciliations, regulatory reporting) to technology-driven projects.? Ensure smooth coordination across business, technology, and operations teams.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/.Less

Our client is seeking a Senior Business Analyst to support several high-profile technology transformation initiatives within the Market Risk and ERPM Reporting organization. This individual will work... More closely with business stakeholders, development teams, and senior leadership to gather requirements, assess application portfolios, drive documentation efforts, and support enterprise modernization initiatives.The successful candidate will play a key role across multiple strategic programs, including:?SAS decommissioning and migration to Python-based solutions?Cloud migration initiatives involving Netezza-hosted applications?Business Managed Application (BMA) governance and policy alignment?Enterprise application assessment and modernization effortsThe team is responsible for developing and supporting business applications used across risk and reporting functions. Current initiatives include assessing and modernizing legacy application environments, supporting enterprise cloud migration efforts, and helping define the future-state strategy for business-managed applications.Key Responsibilities?Gather business and technical requirements from stakeholders across risk, technology, and operations teams.?Lead discovery sessions, workshops, and stakeholder meetings to collect information and document current-state and future-state processes.?Create and maintain business requirements documents, process flows, assessments, governance documentation, and executive-ready materials.?Support application inventory and usage assessments, including evaluating users, programs, dependencies, resource requirements, and budget considerations.?Track action items, risks, assumptions, and project dependencies across multiple initiatives.?Collaborate with developers, architects, project managers, and business leaders to ensure requirements are understood and delivered effectively.?Support initiatives focused on application modernization, cloud migration, and technology governance.?Work independently with limited direction while managing multiple priorities and stakeholders.?Present findings and recommendations to senior leadership and executive stakeholders.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/.Less

Position SummaryThe TEIM Account Specialist plays a critical role in supporting telecom expense and inventory management services for assigned client accounts. This position is responsible for... More maintaining accurate inventory records, supporting financial and administrative processes, and ensuring exceptional client service through effective account coordination. The specialist serves as a key liaison between clients and internal teams, helping drive operational efficiency and service delivery excellence. A strong focus on inventory management, data accuracy, and process compliance is essential for success in this role. The individual will leverage TEIM?s proprietary systems and ERP platforms to track assets, reconcile inventory, and generate meaningful reporting. In addition, the TEIM Account Specialist assists with account management activities, recurring client communications, and issue resolution. The role also supports sales and account growth initiatives through proposal preparation, pricing updates, and identification of service enhancement opportunities. Cross-functional collaboration with procurement, warehouse, finance, and operations teams is a regular aspect of the position. This individual will contribute to continuous improvement efforts by documenting processes and recommending operational efficiencies. The ideal candidate is detail-oriented, analytical, customer-focused, and eager to develop their expertise within telecom, IT services, and managed services environments.________________________________________Key ResponsibilitiesInventory & System Management?Track, maintain, and reconcile inventory utilizing TEIM proprietary systems and ERP platforms.?Update inventory records accurately and ensure data integrity across systems.?Support inventory audits, cycle counts, and physical asset verifications.?Monitor inventory levels and identify slow-moving, obsolete, damaged, or excess inventory.?Adhere to established inventory control policies, procedures, and documentation standards.?Coordinate inventory-related activities with procurement, warehouse, and operations teams.Financial & Administrative Support?Assist with inventory-related accounting functions, including AP/AR support, costing, and reconciliations.?Perform data entry, validation, and record maintenance within ERP and financial systems.?Prepare and distribute reports related to inventory utilization, costs, and variances.?Maintain complete and audit-ready documentation for inventory and financial activities.Client Account Support?Serve as a primary day-to-day contact for assigned client accounts.?Respond to client requests and coordinate follow-up actions with internal stakeholders.?Maintain accurate client records, service documentation, and account information.?Support recurring account reviews and client communications.?Escalate client concerns and service issues to the TEIM Manager as appropriate.Sales & Growth Support?Assist account managers and sales teams with renewals, proposals, and pricing updates.?Identify and communicate basic upselling or service expansion opportunities.?Prepare supporting documentation for client meetings, presentations, and business reviews.Internal Coordination & Continuous Improvement?Collaborate with internal departments to ensure seamless service delivery and operational accuracy.?Document processes and procedures to support organizational consistency.?Recommend and support efficiency improvements that enhance client experience and team performance.?Share observations and feedback to improve internal workflows and operational effectiveness.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/.Less

We are seeking a Technical Business Analyst to support a large-scale system conversion initiative. This individual will serve as a critical link between product, business stakeholders, and... More engineering teams?owning requirements, driving Agile ceremonies, and ensuring user stories are clearly defined and actionable.This role requires a true Business Analyst mindset within an Agile environment, with hands-on experience writing user stories, participating in Scrum ceremonies, and supporting delivery teams. The ideal candidate will also bring a technical foundation?including exposure to SQL, APIs, and data mapping?to effectively collaborate with engineering teams.This position requires working onsite in the Wilmington office at least 2 days per week.This role is highly technical and requires strong experience in data mapping, API integrations, and database querying, along with the ability to collaborate effectively with developers.The resource will be required to go into the Wilmington office at least 2x per week.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/.Less

An employer is seeking a highly skilled Application Architect to join one of our largest national financial services clients for a contract-to-hire opportunity. In this role you?ll join a growing... More team and work cross-functionally between stakeholders and developers to set up Event Driven Architecture and ensure roadblocks are alleviated so developers can effectively push out usable code. This client is primarily focused on wealth management, with their banking & lending application which leverages several external bank partnerships. The ideal candidate comes from a banking background and has hands-on experience working as an application or API architect partnering with developers to set up the architecture for real time transactions with Kafka. Any prior experience working with developers who are building Microservices and APIs from scratch will help you be successful on this team. This is a 6-month contract-to-hire with potential for conversion after the initial 6-month period. This team goes on site 4 days / week, typically Monday ? Thursday, therefore you must be comfortable commuting to their location in downtown Minneapolis to be successful on this team.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/.Less