Job Search Results for Finance

The Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the... More business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.Responsibilities:Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.Conduct sophisticated economic and financial market analyses.Analyze economic trends/activities and advise the effects on the investors' portfoliosRecommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base.Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.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

The Tooling Controller is a highly hands-on role responsible for managing all aspects of accounting, including accounts payable (AP) and accounts receivable (AR). This individual ensures that all... More invoicing is accurately sent to customers and that AP entries are correctly processed for payment. The role involves daily monitoring of cash flow and tracking the status of open jobs, which can number up to 250 at any given time, requiring the creation of vendor and customer purchase orders (POs). The Tooling Controller will interact with vendors, set up vendor accounts, obtain ACH information, and verify the accuracy of invoices. They will also validate customer POs as they are received and ensure that AP invoices are directed to the appropriate locations. This position requires regular interaction with 8 operating plants and supporting the accounting functions for the tooling centers. Responsibilities include month-end close processes, submitting reports to the C-suite, and conducting balance sheet reviews. The Tooling Controller must be comfortable presenting to the C-suite and confident in their reporting. Additionally, they will own their budget and be responsible for discussing their budget, profit and loss (P&L) statements, and balance sheets.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

This position is willing to pay $50,000-$52,000 depending on experience and qualifications. The Loan Closer is responsible for preparing the closing documents and sending the required documents to... More settlement. The Loan Closer must possess strong attention to detail, time management, and multi-tasking skills. The individual assigned to this position must, with or without reasonable accommodations, be able to perform the following essential functions: 1. Closing documents a. Responsible for preparing an accurate closing disclosure for the customer to review and acknowledge receipt of, at least 3 business days prior to closing. Responsible for any updates or changes that may be required on the closing disclosure after initial distribution to customer. 2. Quality Control and auditb. Responsible for maintaining a complete understanding of Quality Control/Audit procedures, corporate policies, regulatory policies and all procedures related to RESPA disclosures in order to review closed home loan files for accuracy and compliance.c. Expected to meet the branch Quality Control score requirement as well as assist branch in achieving a minimum audit score of 90. d. Fully responsible for meeting the branch required LASR scores. 3. Managing workflowe. Manage the closing backlog in a timely and effective manner, to include managing any closing date changes. f. Manage the closing schedule to ensure Processors are delivering a clear-to-close home loan in time for the closing disclosure to be prepared and delivered to customer in a timely manner. g. Work closely with Processors, Loan Officers and Title Company to ensure appropriate figures are obtained to meet the closing disclosure distribution requirementWe 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 to hire a Mortgage Loan Closer in Carrollton, TX. This role is onsite Monday- Friday. This role acts as a key contributor to facilitate efficient and effective processes... More that support business and customer service objectives. Duties include: - Perform routine data entry and validation tasks- Initiate third party orders (title, appraisal, hazard, flood cert, credit, etc.)- Review and validate loan documents- Handle routine calls, emails and/or chat responses- Monitor work queues and intervening as neededWe 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 Business Analyst to support our clients Global Markets Organization. This team is responsible for all NFRR reporting from a Business Analysis perspective. There are 3... More areas of focus: Remediation, Controls, and Back Reporting. Each group is described below. We are looking to hire expertise in each team. Key Activities - Controls:This group is focused on implementing Control Frameworks for NFRR. Responsible for designing, implementing, and monitoring control frameworks to ensure ongoing compliance with MiFID II, EMIR, Asia and CFTC, SEC, CAD regulatory reporting requirements. Establish key controls, metrics, and surveillance mechanisms to detect reporting anomalies, perform regular control testing, and maintain comprehensive control documentation. Partner with first-line teams to embed controls and drive continuous improvement in reporting accuracy and timeliness.?kaizen and DROIT implementation?Design and implement control frameworks for regulatory reporting?Develop KPIs, KRIs, and monitoring dashboards?Perform control testing and effectiveness assessments?Maintain control documentation and RCSA (Risk & Control Self-Assessment)?Oversee data quality controls and reconciliation processesKey Activities ? Remediation :This group is responsible for identifying, investigating, and resolving regulatory reporting gaps and deficiencies across MiFID II, EMIR, and CFTC, SEC, CAD obligations. Lead remediation projects to address historical reporting failures, data quality issues, and regulatory breaches, working cross-functionally to implement sustainable fixes and ensure timely regulatory submissions. Drive root cause analysis and coordinate with technology, operations, and compliance teams to close identified gaps.?Investigate and remediate transaction reporting failures (MiFID, EMIR, CFTC)?Work with Engineers on solution design?Manage backlog clearance and resubmission projects?Conduct root cause analysis for reporting breaks?Coordinate with regulators on remediation plans and timelinesKey Activities ? Back Reporting:This group is responsible for ensuring accurate, timely, and compliant regulatory back reporting of trades and positions across global jurisdictions. Support the firm?s regulatory obligations by performing reconciliations, investigating reporting breaks, remediating historical reporting issues, and strengthening controls and processes. Partner closely with Technology, Legal, Compliance, and other Operations teams to manage regulatory change, improve data quality, and reduce operational risk in a rapidly evolving regulatory environment.?Perform reconciliations, back reporting, and exception management to meet regulatory requirements across regions?Investigate, remediate, and resolve reporting issues, including historical breaks and data inconsistencies?Strengthen controls and processes, including automation of manual back reporting activities?Partner with Technology, Legal, Compliance, and Operations to manage regulatory change and issue resolution?Support testing, documentation, and data analysis for reporting enhancements and strategic initiativesWe 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

The Contracts Manager is responsible for reviewing, drafting, negotiating, and processing customer and vendor contracts, including agreements related to IT, Marketing, Fleet, RFPs, and re-rental... More activity. This role collaborates with cross-functional business and technical teams to ensure contracts are executed in alignment with company standards and risk guidelines.Negotiate and redline customer contracts tied to equipment rental and manufacturing equipment salesManage a high volume of contracts in a fast-paced environmentActively negotiate key risk provisions including:-Liability caps-Waivers of consequential damages-IndemnityManage contracts and workflows within Conga (document management system)Support RFP, RFI, and RFQ responses as neededUtilize and contribute to an existing clause libraryWe 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 leading brewery in St. Louis is looking to add a Materials Specialist to their team in St. Louis, MO. This person will be responsible for ordering materials, maintaining appropriate inventory... More levels, running weekly supplier meetings, and providing weekly reporting on team targets. They will manage email from numerous internal and external stakeholders with a high level of customer service. They will also be coordinating and communicating with vendors to ensure they are receiving and sending the appropriate level of materials. They will also build slides and present during weekly/monthly cross-functional meetings as needed. The ideal candidate will have experience in a leadership role, whether that be in college or the community - as well as have a Bachelor's Degree.This person must also be able to be onsite 5 days a 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

The right individual for this role will work with the firm's Billing Attorneys, assistants, and internal teams as a liaison with clients, for the purpose of resolving client non-payment issues to... More improve collection realization.Key Responsibilities and Essential Job Functions:Communicate and interact with attorneys, assistants, and clients.Manage assigned attorneys? inventory, specifically monitoring and resolving aged invoices, credit balances, and aged unbilled work.Handle all aspects of attorney and client outreach (via email, phone, and/or mail) to resolve non-payment issues.Respond to collection related requests quickly, effectively, and accurately.Work with peers and management on collection related requests.Partner with the Billing team to resolve auditing issues, reconciliation issues, and escalate concerns as needed.Communicate and report to leadership on delinquent collections and at risk inventory.Expected to maintain a regular and predictable work schedule and full attention to and engagement in work activities on behalf of the firm during business hours unless otherwise approved or required by applicable law.Special projects and duties as assigned.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

Role Overview:We are seeking an experienced Collections Specialist to manage business-to-business (B2B) past-due accounts and support our customers with billing and invoicing inquiries. This role... More also includes setting up new customer accounts, running credit checks, and maintaining accurate account records. The ideal candidate is detail-oriented, professional, and comfortable communicating with customers to resolve outstanding balances while preserving strong business relationships.D2D:-Contact customers regarding past-due invoices and work to resolve outstanding balances.-Respond promptly and professionally to customer inquiries related to billing, payments, and invoicing.-Set up new customer accounts, including gathering required documentation and running credit checks.-Maintain and update customer account information in internal systems.-Monitor aging reports and follow established collection procedures.-Collaborate with internal departments (Sales, Accounting, Customer Service) to resolve discrepancies.-Prepare and maintain accurate records of collection activities and customer communications.-Escalate delinquent accounts as needed in accordance with company policy.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 looking for a Financial Accountant to support the processing and research of sales, use and income tax returns. This candidate will help ensure financial compliance by ensuring SOX... More controls are maintained, support external auditing procedures, and assist in the preparation and/or review of public filings.What your day will consist of: * Prepare and file sales and use tax returns for the Company. * Conduct tax research to include income tax and sales and use taxes. * Prepare and file refund requests, as necessary. * Prepare supporting schedules to assist in the preparation of state and federal income tax returns. * Assist with SOX controls and monitor progress. * Assist with coordination of external auditing procedures by ensuring schedule is communicated to the organization and auditors receive support necessary to complete activities in a timely manner. * Assist in the review of public filings to include 10-Q and 10-K, among others. * Reconciliation of general ledger accounts to transactional activity, research financial variances and analyze data. * Able to handle multiple projects simultaneously and prioritize tasks to accomplish goals. * Maintain open lines of communication with task stakeholders regarding task status. * Other duties and responsibilities as assigned by your direct manager. * Follow company policies and procedures and support company mission, vision, values and standards of ethics.Daily attendance required to ensure all duties are completed in a timely fashion.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