Job Search Results for Finance

Insight Global is seeking a Marketing Content Associate for one of our clients in Stamford, CT. This person will support the development of high-impact messaging across channels, with a particular... More emphasis on private markets, advisor education, and Affiliate collaboration. The ideal candidate is a strong communicator, meticulous editor, and strategic thinker who can translate complex investment insights into compelling, client-ready narratives. On a daily basis, this person will develop and edit thought leadership including social media posts, Affiliate insights, investment commentaries, educational materials, and help translate institutional perspectives into marketing content tailored specifically for a U.S. wealth audience. They will translate complex investment themes into clear, engaging messages for advisors and clients, collaborate with Channel Marketing leads and Affiliate teams to tailor messaging for specific audiences and distribution platforms and ensure consistency, clarity, and relevance in all client touchpoints. This role will be performed on a hyrbid schedule in Stamford, CT and the base salary is between 105-120K.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 Senior Financial Planning Systems Analyst to support and enhance enterprise financial planning applications used across merchandising, sales, inventory, marketing, and store planning... More functions. This role blends development, configuration, and application support, with a strong emphasis on VB.NET scripting within CPM/EPM platforms.You will work as part of a collaborative financial systems team supporting business critical forecasting and planning tools, primarily OneStream and Longview.Key Responsibilities?Develop, configure, and enhance financial planning applications (OneStream, Longview)?Write and maintain VB.NET scripts to support application logic, calculations, and workflows?Provide application support, including: oTroubleshooting bugs and defectsoResearching issues and implementing fixesoResponding to user questions and support requests?Partner with business stakeholders to gather requirements and implement enhancements?Support forecasting, budgeting, and planning processes across multiple business areas?Balance hands on development (?80%) with business interaction and support (?20%)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

Conduct audits to evaluate documentation quality, accuracy of charge code assignment, and financial billing statements.Support the Compliance Officer with projects assigned from internal and external... More sources.Perform Medicaid, Medicare, and other third-party payer audits as assigned.Respond to physician and clinic questions regarding current ICD-10 and CPT guidelines.Assist with outpatient coding as needed.Provide coding education, training, and updates to coding staff, physicians, and clinics as assigned.Support the coordination and compilation of data required for regulatory agencies and accreditation processes.Review charge master updates and additions to ensure appropriate and accurate ICD-10 and CPT code assignment.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

One of Insight Global's large banking clients is seeking a Financial Advisor Associate for a full-time role in Hicksville, NY. The Financial Advisor Associate (FAA) role works with prospects and... More clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. ?The FAA will grow and manage their client base by building strong relationships, coaching retail staff to generate referrals within an assigned territory, and collaborating with key partners to identify enterprise opportunities.Key Responsibilities Include:- Acts as the primary financial advisor for TD Wealth clients, delivering personalized wealth management, investment, insurance, and financial planning guidance.- Builds, manages, and retains client relationships through proactive communication, ongoing consultation, annual reviews, and a high-touch client experience.- Grows the business by acquiring new clients, deepening wallet share, meeting performance objectives, and identifying referral and cross-enterprise opportunities.- Leads the end-to-end client onboarding process, including discovery, financial needs analysis, documentation, and ongoing account servicing.- Collaborates with and educates Retail and Small Business partners to generate referrals and transition clients to appropriate Wealth or HNW solutions.- Ensures full compliance with regulatory requirements, firm policies, AML/CIP standards, and continuing education while contributing positively to team culture and community initiatives.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 hands-on, execution-oriented contingent worker to support a portfolio of membership and society-related initiatives currently in flight across the Society Relations & Operations... More team. This role is ideal for a technology/operations change management, business analyst, or delivery-focused project lead who is able to manage multiple project simultaneously, can own discrete workstreams, and is comfortable coordinating across technical and non-technical stakeholders. Communication will be key to this role, as it requires crafting thoughtful communication both internally and externally. This is not a senior program manager role operating at a high level. Instead, we are looking for someone who can roll up their sleeves, manage day-to-day execution, and help keep multiple initiatives moving forward in parallel.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

Insight Global is hiring a Loan Officer to join our top client, a Fortune 500 Homebuilder operating across the United States. You will work directly with homebuying customers across their divisions... More and will be responsible to guide new home purchasers through the entire loan process from application, approval, to settlement. You will also prequalify prospective buyers, review financing options, and assist in repairing credit-challenged purchasers as needed. Additionally, you will also serve as the primary point of contact for homebuyers throughout the home buying process.This position is based on-site in our community model homes and our mortgage offices.Responsibilities include:-Be knowledgeable on all available loan programs offered, as well as broker offerings, to compete with lenders to earn each customer?s business-Originate high quality loan applications and submit to the processing department along with all supporting documentation-Positively impact the customer experience, while maintaining weekly contact with all borrowers, brokers, Mortgage staff, and Homebuilding partners to answer questions regarding specific loans, share loan status, and build relationships-Develop and maintain strong partnerships with the Homebuilding Sales team to support the monthly sales goals of each community-Educate sales team members on industry changes and new product offerings-Provide excellent service to the builder and homebuyer while meeting yearly performance goalsThe salary for this position once on commission ranges from $120,000-170,000 per year. Before you earn commission, you will be provided a base salary at the equivalent of $75,000 per year.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

Job SummaryWe are seeking a Finance Automation Specialist for a time-bound pilot focused on automating high-impact finance processes using Microsoft Power Automate and Copilot Studio. This role will... More embed within Finance to deliver production-ready automations that reduce manual effort, improve controls, and accelerate close and reporting cycles. The engagement is outcome-driven, with clear success metrics and an emphasis on documentation and knowledge transfer for long-term ownership.Day-to-Day? Identify and prioritize finance automation opportunities with stakeholders? Design, build, test, and deploy Power Automate workflows? Develop targeted Copilot Studio use cases for finance operations? Automate repeatable processes such as AP workflows, reconciliations, and reporting? Deliver 3?5 production-ready automations during the pilot? Define and track efficiency and time-savings metrics? Document solutions and provide structured knowledge transfer? Advise on Microsoft licensing, prerequisites, and platform dependenciesWe 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

A client in the Spring, TX area is looking for a Compensation Analyst. This person will be brought on to help with salary structure development, being able to review job descriptions and helping to... More deal with benchmarking and market pricing. This group is looking for someone to assist with restructuring this group. gone down from 8-10 because the structure in this department is not good. They really need someone attention to detail and done full step by step merit, compensation cycles and bonuses. This person needs to enjoy establishing structure and processes. This person needs to be willing to accept feedback and have the ability to pivot when needed. They will be responsible for helping to mentor the junior compensation analysts.?In regards to bonus cycle work everything they do with is manual so there will be a high volume of spreadsheets. This position is looking to pay between $115,000-125,000/year.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

Insight Global is looking for a full-time Customer Service professional for the loan servicing team of a large mortgage client in St. Louis, Missouri. The Base File Home Loan Specialist is an... More entry-level position supporting multiple mortgage channels. This role is responsible for reviewing, organizing, and maintaining initial documentation for home loan applications, ensuring accuracy and compliance with lending guidelines. The specialist facilitates efficient processes that support business objectives and customer service standards, starting with basic disclosure tasks and progressing to advanced responsibilities over time.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

Job Description: The purpose of this position is to provide technical expertise to accurately evaluate options and design safe, cost effective, and reliable distribution facilities for residential,... More commercial, and industrial projects. *Learn company/client policies and procedures for the development of site designs for electrical distribution facilities to serve a variety of customers. *Prepares site drawings and construction sketches for various installations of electrical facilities in a cost-effective manner that maximizes safety and service reliability. *Prepares project or job packages including material estimates and material requisitions of the materials required for the prepared distribution electrical designs.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