Job Search Results for Finance
Apr 14, 2025
Minneapolis, MN
|
Accounting / Finance
|
Contract-to-perm
|
$46 - $57 (hourly estimate)
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[email protected] learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .","Title":"Sr Financial Analyst","City":"Minneapolis","ExpirationDate":null,"PriorityOrder":0,"Requirements":"5-10+ years of experience with financial analytics5+ years of experience working in FP\u0026A or Financial Control function for a bankUnderstands the economics of cash sweep and lending products with the ability to forecast.Experience using SQL to write queries, retrieve, manipulate, and aggregateProficient with ExcelExperience creating financial modelsGreat communication and presentation skills (presenting to executives and stakeholders)","Skills":"Experience creating data visualizations within Tableau OR Alteryx experience (data preparation, blending, and advanced analytics)Data Analytics ExperienceInquisitive personality","Industry":"Accounting / Finance","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":57.0000,"SalaryLow":45.6000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
Our client, a multinational financial services company, is seeking a Sr Financial Analyst to join the business analytics team within Corporate Finance. The ideal candidate will be adept at... transforming complex and hard-to-understand data into clear, concise, and actionable insights. They will excel at simplifying data, highlighting key insights, and effectively presenting these findings to stakeholders. Key responsibilities include pulling data, using Excel to build financial models and projections, and responding to executive and stakeholder requests to monitor new products and track their revenue, timeline, and overall return on investment. The successful candidate will be a team player who fits well within the office culture, admits mistakes, stays engaged, is open and honest, and is willing to challenge others respectfully.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 [email protected] 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/ .
Apr 14, 2025
Toronto, ON
|
Accounting / Finance
|
Contract-to-perm
|
$28 - $35 (hourly estimate)
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[email protected] learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .","Title":"Lead Servicing Analyst","City":"Toronto","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- 3-5 years of a relevant experience and post-secondary degree in a related field of study desirable or an equivalent combination of education and experience -- Commerce or Finance - Experience in corporate and commercial lending and loan servicing - Experience dispersing money via direct transfer, wire transfers, SWIFT, or other methods- Ability to calculate fees and interest - Knowledge and understanding of business unit\u0027s products and services, processes and controls - Knowledge of standard desktop applications and department systems and applications - Strong communication skills both written and verbal - Ability to manage time effectively and prioritize tasks - Self-starter with an eager attitude to learn and grow in an exciting and fast-paced work environment","Skills":"- LoanIQ - Exposure to commercial or corporate","Industry":"Accounting / Finance","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":34.5000,"SalaryLow":27.6000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
Insight Global is looking for a Servicing Analysts to join the team with one of our large banking clients in the downtown Toronto area. The successful candidate will be responsible for the following:... -Provides loan servicing and monitoring support for corporate and commercial lending portfolios in a professional and timely manner. -Delivers agreed lending/financing services as specified in the credit agreement/approval and ensures all required policies, guidelines and standards are met. -Addresses customer services issues according to established parameters, escalating as required -Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities -Executes routine tasks such as service requests, transactions, queries etc. within relevant service-level agreements -Investigates and addresses specific customer issues -Completes administrative activities to ensure the smooth operation of the unit; including scanning and filing documents as required -Supports the development of tools and delivery of training focused on delivering business results - Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting -Collaborates to execute loan servicing and monitoring requests -Prepares customer notifications and billings, and processes services and transactions including (but not limited to) loan advances/payments, wire transfers, billing for principal/interest/fees, monitoring collateral positions, financial exceptions, etc.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 [email protected] 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/ .
Mar 04, 2025
Milwaukee, WI
|
Accounting / Finance
|
Contract,Perm Possible
|
$14 - $17 (hourly estimate)
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[email protected] learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .","Title":"Reconciliations Specialist","City":"Milwaukee","ExpirationDate":null,"PriorityOrder":0,"Requirements":"? Bachelor\u0027s Degree or years of equivalent experience ? Excel experience ? Likes numbers (working with data)Great communication, energy, and work ethic!","Skills":"? Banking industry? Accounting experience ? Reconciliation experience Bachelor\u0027s Degree in related fields (accounting, Economics, Finance, Business etc.)","Industry":"Accounting / Finance","Country":"US","Division":"AF\u0026E","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":17.0000,"SalaryLow":13.6000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
A client of Insight Global is looking for a Reconciliations Specialist to join their team of 12 in Milwaukee, WI. There will be 2-3 weeks of in person training and then will transition to a hybrid... model (3 day/week in office) in Milwaukee, WI. This person will be responsible for overseeing the reconciliation process over multiple small to large accounts. The Reconciliations Specialist will be supporting various accounting functions on the core reconciliations team in order to hit daily and weekly deadlines. The type of accounts will vary between General Ledger, Standard Demand Deposit Accounts, and Suspense Accounts. This involves the reconciling money movement to or from client accounts to purchase or sell in Wealth Management. The ideal candidate has experience working with Excel, great communication, and work ethic. We can pay between $18/hr and $19/hr.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 [email protected] 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/ .
Jun 28, 2024
Rogers, AR
|
Accounting / Finance
|
Perm
|
$90k - $100k (estimate)
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[email protected] learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .","Title":"Financial Reporting Manager","City":"Rogers","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- 2+ years of relevant experience- Bachelor\u0027s degree in finance/accounting- SEC- Audit- 10-Qs- 8-Ks- Big 4 or mid-tier public companies- Problem solver- Big picture thinker- Must have (active or inactive) or be eligible for CPA","Skills":"","Industry":"Accounting / Finance","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":100000.0000,"SalaryLow":90000.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
To participate in and manage the Company's financial reporting to the Security and Exchange Commission, while ensuring compliance with SEC and GAAP requirements and internal policies and procedures.... Also responsible for review and filing of all income and sales tax returns for federal, state, and local levels.Essential Duties and Responsibilities *Assist with preparing and filing the quarterly and annual filings under Security and Exchange Commission regulations (Form 10-Qs/10-Ks). *Assist in meeting all other Security and Exchange Commission reporting requirements (Form 8-Ks, etc.). *Assist in drafting all earnings release materials (conference call script, press release, and investor presentation). *Research accounting and reporting matters to maintain and ensure GAAP compliance. *Assist with providing oversight of all external audits on sales taxes, income taxes and 401(k) plan. *Assist with sales tax report, research, and maintenance for dealerships. *Assist with income tax reporting, research, and tax returns. *Review and monitor internal controls (including Internal Audit review). *Monitor sales contracts for proper add-ons and sales taxes. *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 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 [email protected] 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/ .
Apr 17, 2025
Aberdeen Proving Ground, MD
|
Accounting / Finance
|
Perm
|
$150k - $165k (estimate)
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[email protected] learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .","Title":"Secret Cost Analyst","City":"Aberdeen Proving Ground","ExpirationDate":null,"PriorityOrder":0,"Requirements":"-7 years of Cost and Pricing analysis for multiple large programs-Recent experience with ACEIT-Advanced Excel experience -Ability to run POST reports -Experience with CCaR reconciliations -Bachelor\u0027s degree in Business, Accounting, Finance, Mathematics, or Economics -Strong communication and professionalism -Secret clearance or higher","Skills":"-General Fund Enterprise Business System (GFEBS)-Cost Assessment Data Enterprise-Standard Accounting and Reporting Systems (STARS)-Program Optimization and Budget Execution (PROBE)","Industry":"Accounting / Finance","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":165000.0000,"SalaryLow":150000.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
A client in the Aberdeen area is looking to add a Cost Analyst to their team. This position is supporting a government customer and requires a Senior candidate with a minimum of 7 years of... experience. In this role, you will be the subject matter expert for providing technical guidance and information to meet mission requirements. You will be responsible for performing cost analysis assignments in support of the program Life Cycle Cost Estimates and Program Office Estimates. This is a fully onsite role.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 [email protected] 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/ .
Apr 02, 2025
Nashville, TN
|
Accounting / Finance
|
Perm
|
$115k - $135k (estimate)
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[email protected] learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .","Title":"Accounting Manager","City":"Nashville","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- CPA or in process of obtaining CPA soon.- 1-2 years of experience at the manager level (2-3 years highly preferred).- Can be in roles such as Accounting Manager, Assistant Controller, Finance Manager/Director.- Experience in public accounting or with a public company.- Extensive experience with month-end close processes in a managerial role.- Variety of industry and company experience on resume preferred.","Skills":"-AS400 experience -experience with leases -Hyperian planning experience","Industry":"Accounting / Finance","Country":"US","Division":"AF\u0026E","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":135000.0000,"SalaryLow":115000.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
Work Schedule: On-site 4 days, remote 1 day (remote day is your choice)Day-to-Day Responsibilities: Manage month-end close processes. Work closely with the accounting team and provide managerial... support. Oversee daily financial operations. Foster team collaboration.Financial Oversight and Management: Supervise daily financial operations, ensuring accuracy and compliance with accounting standards. Oversee month-end close processes, including reconciliations, journal entries, and financial statement preparation. Manage and mentor a team of accountants, providing guidance and support to ensure high performance. Collaborate with other departments to ensure cohesive financial planning and reporting. Leverage experience in public accounting or public companies to enhance financial operations. Apply knowledge from various industries and companies to bring diverse perspectives and solutions.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 [email protected] 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/ .
Apr 08, 2025
New York, NY
|
Accounting / Finance
|
Contract
|
$46 - $57 (hourly estimate)
{"JobID":410438,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":-73.9664545454545,"Longitude":40.7362727272727,"Distance":null},"State":"New York","Zip":"10105","ReferenceID":"JAX-774347","PostedDate":"\/Date(1744100123000)\/","Description":"Insight Global is seeking a Market Data Analyst. This person is primarily responsible for ensuring compliance with market data subscriptions, reviewing and processing addendums, new order schedules, etc., and implementing cost-saving initiatives.Compensation: $50-$57 per hour. Exact compensation may vary based on several factors, including skills, experience, and education.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
[email protected] learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .","Title":"Market Data Analyst","City":"New York","ExpirationDate":null,"PriorityOrder":0,"Requirements":"2-5 years of experience in market data licensing and risk managementExperience Managing 3rd party vendor terminals (Bloomberg, Refinitiv, FactSet, S\u0026P, IPREO, Zoom)Experience working within a financial institutionExperience with Risk management tools Bachelor\u0027s degree: Finance Preferred","Skills":"Experience leading commercial negotiations with new and existing market vendors","Industry":"Accounting / Finance","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":57.2000,"SalaryLow":45.7600,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
Insight Global is seeking a Market Data Analyst. This person is primarily responsible for ensuring compliance with market data subscriptions, reviewing and processing addendums, new order schedules,... etc., and implementing cost-saving initiatives.Compensation: $50-$57 per hour. Exact compensation may vary based on several factors, including skills, experience, and education.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 [email protected] 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/ .
Apr 17, 2025
Birmingham, AL
|
Accounting / Finance
|
Perm
|
$45k - $70k (estimate)
{"JobID":412049,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-86.7813636363636,"Longitude":33.5457272727273,"Distance":null},"State":"Alabama","Zip":"35244","ReferenceID":"DGO-776894","PostedDate":"\/Date(1744902924000)\/","Description":"Day-To-Day:Insight Global is looking for a Client Service Specialist to join our Financial Advisor Clients team in Birmingham, AL. This person needs to be extremely organized, detail oriented, self-motivated, professional, and able to handle multiple tasks at a time. This person needs to be able to track processes and follow through with finishing tasks over a long multi-step process. This candidate will be filing paperwork, processing paper work, working with clients, updating files, open accounts for clients, creating client spread sheets, entering data into Excel, speaking with clients and answering questions, prepare financial documents for client review meetings, and more. This person needs to be a team player and work well with others. FFG is looking for a sharp and trainable person who is ready to embrace the large learning curve of the position!This Client Relations Specialist will be expected to have consistent follow-through with all efforts, demonstrate exceptional organizational skills, build relationships with prospects and clients, and help prepare the Advisors for Client appointments. Other daily, weekly, and/or monthly tasks may include: Preparation of all applicable paperwork and financial roadmaps prior to client meetings. Utilize websites and software to obtain client and product information Respond to client service calls, emails and texts in a friendly manner Track account openings and money movement and resolve any issues promptly and thoroughly. Input detailed notes into CRM and keep updated Coordinate and follow up on client transfers, contributions, distributions Prepare servicing documents, communicate with clients to obtain signatures and/or supporting documents, review prior to submission, and follow the process through to ensure completion Prepare client file for upcoming appointments, and process meeting follow up items Maintain professional communication with clients and staff Assist with client update reports and mailings Assist in setting client appointments for Advisor Cross train to assist with Existing Client workflowsWe 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
[email protected] learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .","Title":"Client Service Specialist","City":"Birmingham","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- Professional, good phone presence, motivated, sharp.-Extremely detailed oriented and ORGANIZED Financial Industry experience required 2 + years working alongside a Financial Advisor in a fast-paced office environment preferred Experience with MS Office Suite and the ability to learn new software quickly-ability to work onsite 5 days a week","Skills":"-1-10 years working at a financial firm or Insurance company (like North Western Mutual, Fidelity, Meryl Lynch, or a small firm)-Finance, Business, or Accounting degree- Advanced Excel skills (pivot tables and formulas)","Industry":"Accounting / Finance","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":70000.0000,"SalaryLow":45000.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
Day-To-Day:Insight Global is looking for a Client Service Specialist to join our Financial Advisor Clients team in Birmingham, AL. This person needs to be extremely organized, detail oriented,... self-motivated, professional, and able to handle multiple tasks at a time. This person needs to be able to track processes and follow through with finishing tasks over a long multi-step process. This candidate will be filing paperwork, processing paper work, working with clients, updating files, open accounts for clients, creating client spread sheets, entering data into Excel, speaking with clients and answering questions, prepare financial documents for client review meetings, and more. This person needs to be a team player and work well with others. FFG is looking for a sharp and trainable person who is ready to embrace the large learning curve of the position!This Client Relations Specialist will be expected to have consistent follow-through with all efforts, demonstrate exceptional organizational skills, build relationships with prospects and clients, and help prepare the Advisors for Client appointments. Other daily, weekly, and/or monthly tasks may include: Preparation of all applicable paperwork and financial roadmaps prior to client meetings. Utilize websites and software to obtain client and product information Respond to client service calls, emails and texts in a friendly manner Track account openings and money movement and resolve any issues promptly and thoroughly. Input detailed notes into CRM and keep updated Coordinate and follow up on client transfers, contributions, distributions Prepare servicing documents, communicate with clients to obtain signatures and/or supporting documents, review prior to submission, and follow the process through to ensure completion Prepare client file for upcoming appointments, and process meeting follow up items Maintain professional communication with clients and staff Assist with client update reports and mailings Assist in setting client appointments for Advisor Cross train to assist with Existing Client workflowsWe 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 [email protected] 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/ .
Apr 10, 2025
Phoenix, AZ
|
Accounting / Finance
|
Perm
|
$95k - $105k (estimate)
{"JobID":410939,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-111.923181818182,"Longitude":33.6741818181818,"Distance":null},"State":"Arizona","Zip":"85054","ReferenceID":"PHX-775093","PostedDate":"\/Date(1744287230000)\/","Description":"Insight Global is seeking a Financial Analyst to join our client\u0027s corporate Treasury team. The Financial Analyst role involves managing the company\u0027s $8 billion debt portfolio, executing the share repurchase program, and mitigating financial risk through hedging. Responsibilities include modeling refinancing scenarios, analyzing financing opportunities, preparing various financial reports, and ensuring compliance with debt covenants. The position also involves developing projections for cash and debt, preparing presentations for the board and Credit Rating Agencies, and serving as a backup for Treasury Operations.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
[email protected] learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .","Title":"Corporate Financial Analyst","City":"Phoenix","ExpirationDate":null,"PriorityOrder":0,"Requirements":"3+ years of experience analyzing data, correlating factors2+ years of complex financial modelingAdvanced in ExcelCorporate Finance","Skills":"TreasuryInvestment bankingCapital marketsIndustry related experience","Industry":"Accounting / Finance","Country":"US","Division":"AF\u0026E","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":105000.0000,"SalaryLow":95000.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
Insight Global is seeking a Financial Analyst to join our client's corporate Treasury team. The Financial Analyst role involves managing the company's $8 billion debt portfolio, executing the share... repurchase program, and mitigating financial risk through hedging. Responsibilities include modeling refinancing scenarios, analyzing financing opportunities, preparing various financial reports, and ensuring compliance with debt covenants. The position also involves developing projections for cash and debt, preparing presentations for the board and Credit Rating Agencies, and serving as a backup for Treasury Operations.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 [email protected] 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/ .
Apr 17, 2025
Calgary, AB
|
Accounting / Finance
|
Contract
|
$41 - $51 (hourly estimate)
{"JobID":412106,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":-114.042653818182,"Longitude":51.0645659090909,"Distance":null},"State":"Alberta","Zip":"T2P4H4","ReferenceID":"CAL-776925","PostedDate":"\/Date(1744917357000)\/","Description":"Insight Global is seeking an Accounting Supervisor to join one of Canada\u0027s fastest-growing convenience and retail fuel companies for a 5-month contract. The successful candidate will be managing a team of six resources. Day to day responsibilities include team management, ensuring tasks are being performed effectively, resolving any arising issues, and acting as a liaison between teams. You will manage fleet program issues, prepare reports for the billing team, and address fleet reconciliations and IT concerns. During month-end, you will review all journal entries, support reporting related to AR, general ledger, balance sheets, and variance analysis, track provisions, present findings to other teams, review reconciliations for the team, and create slides for reporting decks prepared by OTC. Essentially you are responsible for the full accounting process prior to financial statements. We are seeking a resource with management experience who has a strong foundation in complex reconciliations. Strong communication and customer service skills are essential. This is a hybrid opportunity, with the expectation to be on-site in downtown Calgary two days a week, with Tuesday being mandatory.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
[email protected] learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .","Title":"Accounting Supervisor","City":"Calgary","ExpirationDate":null,"PriorityOrder":0,"Requirements":"*Minimum of 5 years of experience in finance or accounting.*Experience managing or leading a team of accounting professionals *3+ years of experience working with large ERP systems (JDE, Oracle, SAP, MS Dynamics, etc.).*CPA, CFA, ACCA or relevant accounting designation required.*Knowledge of IFRS.*Experience with complex reconciliations.*Familiarity with fleet programs.*Experience using Power BI for filtering reports.","Skills":"*Experience working in the retail industry.*Proven analytical skills within financial analysis.","Industry":"Accounting / Finance","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":51.0000,"SalaryLow":40.8000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
Insight Global is seeking an Accounting Supervisor to join one of Canada's fastest-growing convenience and retail fuel companies for a 5-month contract. The successful candidate will be managing a... team of six resources. Day to day responsibilities include team management, ensuring tasks are being performed effectively, resolving any arising issues, and acting as a liaison between teams. You will manage fleet program issues, prepare reports for the billing team, and address fleet reconciliations and IT concerns. During month-end, you will review all journal entries, support reporting related to AR, general ledger, balance sheets, and variance analysis, track provisions, present findings to other teams, review reconciliations for the team, and create slides for reporting decks prepared by OTC. Essentially you are responsible for the full accounting process prior to financial statements. We are seeking a resource with management experience who has a strong foundation in complex reconciliations. Strong communication and customer service skills are essential. This is a hybrid opportunity, with the expectation to be on-site in downtown Calgary two days a week, with Tuesday being mandatory.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 [email protected] 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/ .