Job Search Results for accounting
Feb 23, 2026
Dallas, TX
|
Accounting / Finance
|
Perm
|
$75k - $110k (estimate)
{"JobID":498421,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-96.76,"Longitude":32.79,"Distance":null},"State":"Texas","Zip":"75201","ReferenceID":"DGW-8c174752-1853-48db-b202-dc7afc1fe46b","PostedDate":"\/Date(1771882811000)\/","Description":"Insight Global is seeking to hire an Investor Relations Operations Analyst for a global investment firm based in Dallas, TX.The ideal candidates will be a multi-talented, extremely detailed focused and hands-on self-starter who will provide implementation and support for several data and reporting projects. This opportunity is a fully in-office position based out of our Dallas, Texas HQ and reports to the Head of Investor Relations. Responsibilities:-Co-Lead all data analysis and reporting efforts including, but not limited to, investor performance, KPI tracking, and business development activity reporting. Responsible for actively identifying, capturing, analyzing, and managing the company\u0027s data in CRM systems with the overarching goal of helping facilitate both decision-making efforts and proactive work environment.-Use your growing repertoire of data analytics skills to influence and develop automated reporting systems to maintain and publish investor reports on a quarterly basis.-Spearhead CRM integration into other firm tech systems/initiatives as we assess new vendors and continue to refine our internal processes.-Ownership of data clean-up, accuracy and quality control.-Produce and disseminate quarterly investor reporting packages including capital statements and underlying firm updates.-Monitor CEO?s investor contact activity to maintain updated investor tracking reports.-Internal process document creation business planning, training, and business development activities.-Assist with the compilation of The Disruptive Daily Newsletter-Participate in investment transaction operations by updating colleagues with investor stage, document status, and cash receipts.-Produce and disseminate quarterly investor reporting packages including capital statements and underlying firm updates.-Respond to investor inquiries on an ad hoc basis.-Input investor contact stages and investor information using Backstop CRM-Continuously enhance current investor reporting to create repeatable process to advance the firm forward and support growth.-Proactively design, produce and implement new tracking reports in the CRM for accurate and timely internal communication.-Work with senior management to plan, design, and implement an online investor portal.-Participate in person in internal meetings both firm-wide and segmented by department.-Monitor email on nights and weekends to ensure active investor progress continues.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"IR Operations Analyst","City":"Dallas","ExpirationDate":null,"PriorityOrder":0,"Requirements":"-Bachelor?s Degree required.-2 years minimum experience in investment banking, finance, consulting, accounting, legal, or other professional services roles-Extensive Excel experience including but not limited to Pivot tables and functions, Vlookup/ Index-Match, Nested If-Then statement formulas etc., and querying across multiple data sources. -Strong sense of urgency, adaptability, and flexibility. -Comfortable graphically designing and formatting PowerPoint or Canva presentations.","Skills":"-Automating and streamlining reporting processes with Macros and/or VBA is a plus-Experience with Flow is plus.-Knowledge of Broker Dealer and/or Registered Investment Advisers is a plus.","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":110000.0000,"SalaryLow":75000.0000,"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 to hire an Investor Relations Operations Analyst for a global investment firm based in Dallas, TX.The ideal candidates will be a multi-talented, extremely detailed focused... and hands-on self-starter who will provide implementation and support for several data and reporting projects. This opportunity is a fully in-office position based out of our Dallas, Texas HQ and reports to the Head of Investor Relations. Responsibilities:-Co-Lead all data analysis and reporting efforts including, but not limited to, investor performance, KPI tracking, and business development activity reporting. Responsible for actively identifying, capturing, analyzing, and managing the company's data in CRM systems with the overarching goal of helping facilitate both decision-making efforts and proactive work environment.-Use your growing repertoire of data analytics skills to influence and develop automated reporting systems to maintain and publish investor reports on a quarterly basis.-Spearhead CRM integration into other firm tech systems/initiatives as we assess new vendors and continue to refine our internal processes.-Ownership of data clean-up, accuracy and quality control.-Produce and disseminate quarterly investor reporting packages including capital statements and underlying firm updates.-Monitor CEO?s investor contact activity to maintain updated investor tracking reports.-Internal process document creation business planning, training, and business development activities.-Assist with the compilation of The Disruptive Daily Newsletter-Participate in investment transaction operations by updating colleagues with investor stage, document status, and cash receipts.-Produce and disseminate quarterly investor reporting packages including capital statements and underlying firm updates.-Respond to investor inquiries on an ad hoc basis.-Input investor contact stages and investor information using Backstop CRM-Continuously enhance current investor reporting to create repeatable process to advance the firm forward and support growth.-Proactively design, produce and implement new tracking reports in the CRM for accurate and timely internal communication.-Work with senior management to plan, design, and implement an online investor portal.-Participate in person in internal meetings both firm-wide and segmented by department.-Monitor email on nights and weekends to ensure active investor progress continues.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/.
Jun 11, 2026
Cary, NC
|
Accounting / Finance
|
Contract
|
$20 - $25 (hourly estimate)
{"JobID":540759,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":-78.79,"Longitude":35.78,"Distance":null},"State":"North Carolina","Zip":"27518","ReferenceID":"RAL-d42dca9a-ff95-426a-a782-d6cdad91a223","PostedDate":"\/Date(1781202262000)\/","Description":"? Process high-volume vendor invoices accurately and on time using the Coupa procurement platform? Match purchase orders and invoices (2 and 3-way match) to ensure proper approval and coding prior to payment? Enter and maintain invoice data in the AP system with accuracy and attention to detail? Perform monthly supplier statement reconciliations and resolve discrepancies? Communicate with vendors and internal stakeholders to address invoice disputes, missing POs, and payment inquiries? Monitor and manage the AP inbox, responding to supplier inquiries in a professional and timely manner? Assist with month-end close activities.? Maintain organized records of invoices, approvals, and payment documentation in accordance with company policy? Support internal and external audit requests by providing documentation as neededIdentify and escalate duplicate invoices, billing errors, or policy exceptionsWe 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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Accounts Payable Specialist","City":"Cary","ExpirationDate":null,"PriorityOrder":0,"Requirements":"? 5+ years of accounts payable preferred; ? Experience with Coupa or similar procurement/AP automation platforms is a plus? Proficiency in Microsoft Excel and familiarity with ERP systems ? Strong attention to detail and ability to manage a high volume of transactions accurately? Good communication skills for working with vendors and cross-functional teams? Ability to prioritize and meet deadlines in a fast-paced environmentAssociate\u0027s or Bachelor\u0027s degree in Accounting, Finance, or a related field preferred","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":25.0000,"SalaryLow":20.0000,"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)\/"}
? Process high-volume vendor invoices accurately and on time using the Coupa procurement platform? Match purchase orders and invoices (2 and 3-way match) to ensure proper approval and coding prior to... payment? Enter and maintain invoice data in the AP system with accuracy and attention to detail? Perform monthly supplier statement reconciliations and resolve discrepancies? Communicate with vendors and internal stakeholders to address invoice disputes, missing POs, and payment inquiries? Monitor and manage the AP inbox, responding to supplier inquiries in a professional and timely manner? Assist with month-end close activities.? Maintain organized records of invoices, approvals, and payment documentation in accordance with company policy? Support internal and external audit requests by providing documentation as neededIdentify and escalate duplicate invoices, billing errors, or policy exceptionsWe 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/.
Jun 09, 2026
Boca Raton, FL
|
Accounting / Finance
|
Perm
|
$80k - $150k (estimate)
{"JobID":539497,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-80.1,"Longitude":26.37,"Distance":null},"State":"Florida","Zip":"33431","ReferenceID":"FTL-5db9ac6f-23bc-49b2-a886-20feee65324f","PostedDate":"\/Date(1781026817000)\/","Description":"Salary: Starting at 80k based on experience. Salary range depends on years of experienceInsight Global is seeking an Operations Analyst to support the day-to-day operational management of SMA strategies, ETF advisory relationships, and portfolio administration functions.This role is primarily focused on back-office and middle-office operations, including trade implementation, cash management, reconciliations, custodian coordination, operational reporting, and maintaining portfolio data integrity. The Operations Analyst will work closely with the investment team to ensure trades and portfolio instructions are accurately executed and reflected across client accounts and custodial platforms.This is not a portfolio management role. The position is operational in nature and centered on supporting the implementation and administration of investment strategies directed by the investment 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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Operations Analyst","City":"Boca Raton","ExpirationDate":null,"PriorityOrder":0,"Requirements":"? Bachelor?s degree in finance, accounting, economics, business, or related field preferred.? Junior Candidates 2+ years of experience, Senior candidates 8+ years (salary will reflect experience) ? Investment and trade operations experience? Understanding of trade settlement, reconciliations, cash management, and portfolio operations workflows.? Passion for being client facing assisting clients with acheving outcomes","Skills":"? Familiarity with custodial platforms such as Schwab Advisor Center and/or Fidelity Wealthscape HIGHLY preferred.? Familiarity with portfolio/TAMP platforms such as SmartX, Orion, and Tamarac preferred.? Series 65? CFA or CFA Candidate? RAA experience? Experience trading with Black Diamond","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":150000.0000,"SalaryLow":80000.0000,"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)\/"}
Salary: Starting at 80k based on experience. Salary range depends on years of experienceInsight Global is seeking an Operations Analyst to support the day-to-day operational management of SMA... strategies, ETF advisory relationships, and portfolio administration functions.This role is primarily focused on back-office and middle-office operations, including trade implementation, cash management, reconciliations, custodian coordination, operational reporting, and maintaining portfolio data integrity. The Operations Analyst will work closely with the investment team to ensure trades and portfolio instructions are accurately executed and reflected across client accounts and custodial platforms.This is not a portfolio management role. The position is operational in nature and centered on supporting the implementation and administration of investment strategies directed by the investment 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/.
Apr 06, 2026
Montgomery, NY
|
Accounting / Finance
|
Perm
|
$110k - $140k (estimate)
{"JobID":515154,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-74.23,"Longitude":41.52,"Distance":null},"State":"New York","Zip":"12549","ReferenceID":"CLT-92ffc28d-c271-4992-95fd-dd8e59bc1f97","PostedDate":"\/Date(1775441965000)\/","Description":"Insight Global is seeking a Lead Paralegal for a top transportation and logistics client in the White Plains, NY area. This individual will play a critical role supporting a fast-paced Labor \u0026 Employment legal team by managing a high-volume litigation docket from intake through resolution. The ideal candidate is highly organized, proactive, and thrives in an environment where priorities shift quickly and accuracy is essential. This role offers strong visibility, meaningful ownership of matters, competitive compensation, and excellent benefits starting day one?all within a collaborative, hybrid work environmentDay-to-Day:- Support Labor \u0026 Employment attorneys across multiple litigation matters-Manage matter intake, including maintaining matter management systems-Draft and issue legal holds; identify custodians and coordinate with counsel-Provide end-to-end discovery and eDiscovery support-Coordinate responses to subpoenas and personnel file requests-Conduct and support internal pre-litigation investigations-Manage trackers, databases, and reporting for active matters-Coordinate settlement payments, checks, and related documentation-Audit legal invoices and partner on spend management 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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Lead Paralegal","City":"Montgomery","ExpirationDate":null,"PriorityOrder":0,"Requirements":"4+ years of paralegal experience supporting litigation mattersCradle-to-grave litigation experience (complaint through resolution)Experience managing a high-volume caseload (55?75 active matters)Strong eDiscovery experience, including RelativityFamiliarity with matter management and/or e-billing tools (e.g., Ringtail, LegalTracker)Strong Microsoft Office skills (Excel, PowerPoint, Word)","Skills":"Corporate legal department experienceLabor \u0026 Employment exposure (not required)Experience coordinating EEOC and single-plaintiff mattersExperience with invoice auditing, legal spend management, or KPIsPrior collaboration with HR, Risk, Safety, or Accounting teams","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":140000.0000,"SalaryLow":110000.0000,"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 Lead Paralegal for a top transportation and logistics client in the White Plains, NY area. This individual will play a critical role supporting a fast-paced Labor &... Employment legal team by managing a high-volume litigation docket from intake through resolution. The ideal candidate is highly organized, proactive, and thrives in an environment where priorities shift quickly and accuracy is essential. This role offers strong visibility, meaningful ownership of matters, competitive compensation, and excellent benefits starting day one?all within a collaborative, hybrid work environmentDay-to-Day:- Support Labor & Employment attorneys across multiple litigation matters-Manage matter intake, including maintaining matter management systems-Draft and issue legal holds; identify custodians and coordinate with counsel-Provide end-to-end discovery and eDiscovery support-Coordinate responses to subpoenas and personnel file requests-Conduct and support internal pre-litigation investigations-Manage trackers, databases, and reporting for active matters-Coordinate settlement payments, checks, and related documentation-Audit legal invoices and partner on spend management 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/.
Mar 24, 2026
Cincinnati, OH
|
Accounting / Finance
|
Contract,Perm Possible
|
$15 - $19 (hourly estimate)
{"JobID":510141,"JobType":["Contract,Perm Possible"],"EmployerID":null,"Location":{"Latitude":-84.51,"Longitude":39.09,"Distance":null},"State":"Ohio","Zip":"45226","ReferenceID":"MSP-31d2cd1f-42d9-4928-b680-0fef7736d5d8","PostedDate":"\/Date(1774356606000)\/","Description":"A client of Insight Global is looking for a Trade Services Support Specialist to join their team of 8 in Cincinnati, OH. There will be in person training to learn and understand the operations within the Trade Services group. This person will be responsible for supporting the custody re-platform project. This includes working within a shared inbox to complete daily assignments involving order entries and post execution of trades. The Support Specialist will receive trade instructions for processing, posting, and updating accounts for investment advisors. This may include some research and cross-checking for discrepancies within account types to help confirm that trade reports are accurate and updated. This person must be highly organized to hit various deadlines, well versed in Excel, and comfortable working in a fast-pace environment. This role is paying between $18 to $19 per hour.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Trade Services Support Specialist","City":"Cincinnati","ExpirationDate":null,"PriorityOrder":0,"Requirements":"-Bachelor\u0027s Degree or Associates with years of equivalent experience in Trades-Excel experience (basic foundation) can you list and add net amount of trades and compare. Filter and sort -Great communication, attention to detail, energy, and work ethic!","Skills":"Degree in related fields (Business, Finance, Accounting, Economics)Excel (v-look ups and pivot tables) Banking/Finance industry experience Teller or banking operations Call Center Understanding and interest of Trades, 401K, Investments etc. Financial Operations, Data Analysis/Mapping, Accounting experience Customer Service 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":19.0000,"SalaryLow":15.2000,"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 Trade Services Support Specialist to join their team of 8 in Cincinnati, OH. There will be in person training to learn and understand the operations... within the Trade Services group. This person will be responsible for supporting the custody re-platform project. This includes working within a shared inbox to complete daily assignments involving order entries and post execution of trades. The Support Specialist will receive trade instructions for processing, posting, and updating accounts for investment advisors. This may include some research and cross-checking for discrepancies within account types to help confirm that trade reports are accurate and updated. This person must be highly organized to hit various deadlines, well versed in Excel, and comfortable working in a fast-pace environment. This role is paying between $18 to $19 per hour.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/.
Apr 24, 2026
Aberdeen Proving Ground, MD
|
Accounting / Finance
|
Perm
|
$110k - $120k (estimate)
{"JobID":522904,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-76.13,"Longitude":39.47,"Distance":null},"State":"Maryland","Zip":"21005","ReferenceID":"BAL-4d20ec9e-09f7-4ca0-9f96-b52b8c949995","PostedDate":"\/Date(1777039081000)\/","Description":"We are seeking a Financial Analyst to provide comprehensive financial support for one or more Department of Defense (DoD) contracts. The ideal candidate brings a strong background in government contract budgeting, forecasting, cost analysis, and reporting, and can operate effectively in a fast-paced, deadline-driven environment. This role is critical to ensuring program financial health and compliance with federal regulations.Key Responsibilities:?Develop and maintain program financial forecasts, including revenue, direct cost, and indirect cost projections?Track actual expenditures vs. budget, identify variances, and recommend corrective actions?Support monthly financial reporting, Estimate at Completion (EAC) updates, and internal/external financial reviews?Assist with pricing and proposal development for new task orders and contract modifications?Work closely with Program Managers, Contracts, Subcontracts, Government customers, and Technical Leads to align financial planning with operational goals?Prepare and present data-driven insights and dashboards to internal stakeholders and customers?Ensure financial compliance with FAR, DFARS, and company policiesDirect Placement Roles:Compensation:$110k to $120k per year annual salary.Exact compensation may vary based on several factors, including skills, experience, and education.Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Secret Financial Analyst","City":"Aberdeen Proving Ground","ExpirationDate":null,"PriorityOrder":0,"Requirements":"?Bachelor?s degree in Finance, Accounting, Business Administration, or a related field?Expert-level Excel (advanced formulas, PivotTables, Power Query/Power Pivot, XLOOKUP) with a proven ability to build custom financial reports and models; experience with Deltek Costpoint, Cognos, or similar tools?3?5 years of experience in financial analysis or program control, preferably supporting DoD contracts?Working knowledge of FAR/DFARS, cost-type and fixed-price contracts?Strong communication skills and the ability to explain financial data to non-financial stakeholders?Corporate finance experience (forecasts. accruals, journal entries, EAC/ ETC tracking)?Active Secret Clearance","Skills":"?Experience working in Power Apps?Experience supporting large-scale government programs ($50M+)?Ability to manage competing priorities and operate independently","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":120000.0000,"SalaryLow":110000.0000,"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)\/"}
We are seeking a Financial Analyst to provide comprehensive financial support for one or more Department of Defense (DoD) contracts. The ideal candidate brings a strong background in government... contract budgeting, forecasting, cost analysis, and reporting, and can operate effectively in a fast-paced, deadline-driven environment. This role is critical to ensuring program financial health and compliance with federal regulations.Key Responsibilities:?Develop and maintain program financial forecasts, including revenue, direct cost, and indirect cost projections?Track actual expenditures vs. budget, identify variances, and recommend corrective actions?Support monthly financial reporting, Estimate at Completion (EAC) updates, and internal/external financial reviews?Assist with pricing and proposal development for new task orders and contract modifications?Work closely with Program Managers, Contracts, Subcontracts, Government customers, and Technical Leads to align financial planning with operational goals?Prepare and present data-driven insights and dashboards to internal stakeholders and customers?Ensure financial compliance with FAR, DFARS, and company policiesDirect Placement Roles:Compensation:$110k to $120k per year annual salary.Exact compensation may vary based on several factors, including skills, experience, and education.Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.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/.
Apr 01, 2026
Deerfield Beach, FL
|
Accounting / Finance
|
Contract-to-perm
|
$17 - $21 (hourly estimate)
{"JobID":513876,"JobType":["Contract-to-perm"],"EmployerID":null,"Location":{"Latitude":-80.12,"Longitude":26.31,"Distance":null},"State":"Florida","Zip":"33441","ReferenceID":"FTL-59949068-e5df-47dd-8bad-c6c0498d17df","PostedDate":"\/Date(1775071552000)\/","Description":"PR: $21-23Insight Global has an?excellent opportunity for?a Freight Audit Specialist?located?in Deerfield Beach, FL. This?salary,?position will report directly to the?Transportation Manager. The primary function of this position is to?analyze transportation costs,?identify?discrepancies, and work closely with carriers?and internal teams to resolve issues that are present.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Freight Coordinator","City":"Deerfield Beach","ExpirationDate":null,"PriorityOrder":0,"Requirements":"High school diploma or equivalent, required. Bachelor\u0027s degree in business administration, accounting, logistics, or supply chain management, preferred. 1-3 years of job-related experience in freight audit, accounts payable, transportation billing, or logistics operations required. Basic understating of accounting principles and concepts.Bilingual (English/Spanish), required. Strong analytical and problem-solving abilities, with keen attention to detail. Excellent verbal and written communication skills, with the ability to negotiate and resolve issues effectively. Ability to prioritize tasks, manage multiple projects simultaneously, and meet deadlines in a fast-paced environment. Collaborative mindset with the ability to work independently and as part of a team.","Skills":"Experience working in the Building Materials industry (Cement, Aggregate, Fly Ash, or Block)Experience using SAP systems for Logistics/Supply Chain OperationsFamiliarity with Microsoft Office Suite (specifically Excel ? VLOOKUP function)","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":21.0000,"SalaryLow":16.8000,"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)\/"}
PR: $21-23Insight Global has an?excellent opportunity for?a Freight Audit Specialist?located?in Deerfield Beach, FL. This?salary,?position will report directly to the?Transportation Manager. The... primary function of this position is to?analyze transportation costs,?identify?discrepancies, and work closely with carriers?and internal teams to resolve issues that are present.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/.
Mar 25, 2026
Irvine, CA
|
Accounting / Finance
|
Contract
|
$27 - $34 (hourly estimate)
{"JobID":510857,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":-117.73,"Longitude":33.67,"Distance":null},"State":"California","Zip":"92618","ReferenceID":"OCC-0451d183-63be-4ae9-a405-d2755a1480c4","PostedDate":"\/Date(1774450398000)\/","Description":"A large medical device company is seeking a detail-oriented Financial Coordinator to support vendor payment operations and financial administration. This role is focused on transactional finance activities, including vendor payments, invoice processing, accruals, reconciliations, and purchase order (PO) management. The Financial Coordinator will work closely with internal stakeholders and external payment vendors to ensure timely, accurate processing of financial transactions. This position does not include forecasting or financial planning responsibilities.Key ResponsibilitiesProcess and manage vendor payments in accordance with J\u0026J financial policies and established timelines.Coordinate directly with external payment vendors to resolve invoice discrepancies, payment issues, and inquiries.Prepare, review, and manage accruals to ensure accurate monthly and quarterly close activities.Perform payment and account reconciliations to ensure completeness and accuracy of financial records.Create, track, and manage purchase orders (POs), ensuring alignment with contracted services and invoicing.Review and process vendor invoices for accuracy, proper coding, and compliance with internal controls.Distribute and send invoices to clinical or commercial sites as required, ensuring timely documentation and follow-up.Maintain organized financial records and documentation to support audits and internal reviews.Utilize Excel extensively to track payments, analyze variances, reconcile data, and support reporting needs.Collaborate with internal finance, procurement, and operations teams to ensure smooth end-to-end payment processes.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Financial Coordinator","City":"Irvine","ExpirationDate":null,"PriorityOrder":0,"Requirements":"-","Skills":"Bachelor?s degree in Finance, Accounting, Business, or a related field (or equivalent practical experience).Prior experience in a financial coordination, accounts payable, or accounting roleHands-on experience with accruals, payment reconciliations, and PO-based invoicing.Strong proficiency in Microsoft Excel (e.g., pivot tables, formulas, VLOOKUP/XLOOKUP).Experience working directly with vendors and resolving payment-related issues.High attention to detail and strong organizational skills.Ability to manage multiple priorities in a fast-paced, regulated environment.Experience working for a large corporationFamiliarity with ERP systems (e.g., SAP) and corporate finance workflows","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":34.0000,"SalaryLow":27.2000,"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 large medical device company is seeking a detail-oriented Financial Coordinator to support vendor payment operations and financial administration. This role is focused on transactional finance... activities, including vendor payments, invoice processing, accruals, reconciliations, and purchase order (PO) management. The Financial Coordinator will work closely with internal stakeholders and external payment vendors to ensure timely, accurate processing of financial transactions. This position does not include forecasting or financial planning responsibilities.Key ResponsibilitiesProcess and manage vendor payments in accordance with J&J financial policies and established timelines.Coordinate directly with external payment vendors to resolve invoice discrepancies, payment issues, and inquiries.Prepare, review, and manage accruals to ensure accurate monthly and quarterly close activities.Perform payment and account reconciliations to ensure completeness and accuracy of financial records.Create, track, and manage purchase orders (POs), ensuring alignment with contracted services and invoicing.Review and process vendor invoices for accuracy, proper coding, and compliance with internal controls.Distribute and send invoices to clinical or commercial sites as required, ensuring timely documentation and follow-up.Maintain organized financial records and documentation to support audits and internal reviews.Utilize Excel extensively to track payments, analyze variances, reconcile data, and support reporting needs.Collaborate with internal finance, procurement, and operations teams to ensure smooth end-to-end payment processes.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/.
Oct 29, 2025
Edmonton, AB
|
Accounting / Finance
|
Perm
|
$75 - $100 (hourly estimate)
{"JobID":461323,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":0,"Longitude":0,"Distance":null},"State":"Alberta","Zip":"T5H 0","ReferenceID":"CAL-572bdb3b-e963-411d-9826-f3f47ebe7abb","PostedDate":"\/Date(1761753749000)\/","Description":"Insight Global is hiring a Property Tax Specialist to join one of Alberta\u0027s largest utility providers on a full-time basis, sitting out of Edmonton or Calgary Alberta. This position would require the candidate to work in-office Tuesday-Thursday. The primary responsibilities of this candidate will involve acting as the subject matter expert for property tax compliance across our Canadian and U.S. assets. You will be responsible for preparing, reviewing, and analyzing property tax assessments and payments, researching complex tax issues, and identifying opportunities to optimize our tax position. The successful candidate will also contribute to financial planning and business development projects where property taxes play a role, while maintaining strong relationships with assessors, municipal representatives, and internal 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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Property Tax Specialist","City":"Edmonton","ExpirationDate":null,"PriorityOrder":0,"Requirements":"Must haves: - 3+ years of property tax experience in a professional services or industry tax role- Prior exposure to complex tax compliance, research, and financial planning.- Review property tax assessments and tax notices from provinces and municipalities- Strong written and verbal communication skills - Degree or Diploma in Business, Finance, or Accounting","Skills":"Plusses: - Advanced Excel skills: familiarity with reporting tools (Power BI, etc.)- Prior experience working in the Utility and/or Power industry - Certified Member of the Institute (CMI) Property Tax Certification or actively working toward certification.- Experience working with ERP systems (Oracle subledger an asset)","Industry":"Accounting / Finance","Country":"Canada","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":100.0000,"SalaryLow":75.0000,"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 hiring a Property Tax Specialist to join one of Alberta's largest utility providers on a full-time basis, sitting out of Edmonton or Calgary Alberta. This position would require... the candidate to work in-office Tuesday-Thursday. The primary responsibilities of this candidate will involve acting as the subject matter expert for property tax compliance across our Canadian and U.S. assets. You will be responsible for preparing, reviewing, and analyzing property tax assessments and payments, researching complex tax issues, and identifying opportunities to optimize our tax position. The successful candidate will also contribute to financial planning and business development projects where property taxes play a role, while maintaining strong relationships with assessors, municipal representatives, and internal 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/.
May 07, 2026
Scottsdale, AZ
|
Accounting / Finance
|
Perm
|
$160k - $225k (estimate)
{"JobID":528010,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-111.87,"Longitude":33.66,"Distance":null},"State":"Arizona","Zip":"85255","ReferenceID":"KCM-70ba070f-e5b5-41e3-b0cf-144605050831","PostedDate":"\/Date(1778180130000)\/","Description":"Insight Global is looking for an experienced commercial banking professional to help clients reach their goals, to positively impact economic development in the community, and to reach the bank\u0027s growth objectives. The Senior Commercial Banker?s primary role will be to develop and grow commercial lending relationships in the Phoenix Metro, including offering bank products such as deposit products and treasury management services to support a relationship-based approach. In addition to excellent client service, successful Senior Commercial Bankers have the ability to critically review, analyze, structure, risk rate, negotiate, and document new loans and develop full relationship plans to attract new business to the Bank.Responsibilities? Grows a fully self-sourced portfolio of commercial loans. Minimum annual origination targets, optimal size of lending relationships, and overall portfolio size will vary and be provided to each loan officer based on the banker?s area of expertise and assignment (e.g., National CRE, Middle Market C\u0026I or Regional).? Manages calling program and pipeline reporting using Salesforce while maintaining client data as propriety company information.? Responsible for ensuring that clients? entire banking relationship needs are met by making introductions to our experts in private banking, treasury management, deposit products and other applicable bank products.? Fosters client relationships in a way that endears clients to bank, not limited individual(s), such as making introductions to broad team of associates, facilitating ownership and senior management client introductions, and maintaining up-to-date client information within the CRM.? Solicits, analyzes, structures, risk rates, presents for approval, and negotiates commercial loan requests.? Excels at delegating to and working with other professionals--portfolio managers, credit, closing, document preparation, loan operations, legal, and loan review?to maintain a portfolio, efficiently and effectively close loans, provide excellent client service, and develop other associates within the commercial banking and credit areas. Relying on others to complete tasks, responsible for management of portfolio to sound credit quality, overall portfolio return, client retention, and relationship banking.? Responsible for continual improvements to cost to close and cost to maintain portfolio by focusing efforts on sales and production while leveraging skills of other professionals to conduct other duties.? Develops less experienced commercial banking associates through delegation of duties, oversight of work, and introductions to clients.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Senior Commercial Banker","City":"Scottsdale","ExpirationDate":null,"PriorityOrder":0,"Requirements":"Must-Haves:? Bachelor\u0027s Degree (Accounting, Finance, Business, Economics)? 10+ years of experience as a Commercial Banker / C\u0026I Lender? Credit background (commercial underwriter, portfolio manager, credit analyst, etc.)------- Understanding of credit analysis \u0026 financial statement review, loan structuring \u0026 underwriting, credit approval \u0026 portfolio management, commercial products knowledge","Skills":"","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":225000.0000,"SalaryLow":160000.0000,"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 looking for an experienced commercial banking professional to help clients reach their goals, to positively impact economic development in the community, and to reach the bank's... growth objectives. The Senior Commercial Banker?s primary role will be to develop and grow commercial lending relationships in the Phoenix Metro, including offering bank products such as deposit products and treasury management services to support a relationship-based approach. In addition to excellent client service, successful Senior Commercial Bankers have the ability to critically review, analyze, structure, risk rate, negotiate, and document new loans and develop full relationship plans to attract new business to the Bank.Responsibilities? Grows a fully self-sourced portfolio of commercial loans. Minimum annual origination targets, optimal size of lending relationships, and overall portfolio size will vary and be provided to each loan officer based on the banker?s area of expertise and assignment (e.g., National CRE, Middle Market C&I or Regional).? Manages calling program and pipeline reporting using Salesforce while maintaining client data as propriety company information.? Responsible for ensuring that clients? entire banking relationship needs are met by making introductions to our experts in private banking, treasury management, deposit products and other applicable bank products.? Fosters client relationships in a way that endears clients to bank, not limited individual(s), such as making introductions to broad team of associates, facilitating ownership and senior management client introductions, and maintaining up-to-date client information within the CRM.? Solicits, analyzes, structures, risk rates, presents for approval, and negotiates commercial loan requests.? Excels at delegating to and working with other professionals--portfolio managers, credit, closing, document preparation, loan operations, legal, and loan review?to maintain a portfolio, efficiently and effectively close loans, provide excellent client service, and develop other associates within the commercial banking and credit areas. Relying on others to complete tasks, responsible for management of portfolio to sound credit quality, overall portfolio return, client retention, and relationship banking.? Responsible for continual improvements to cost to close and cost to maintain portfolio by focusing efforts on sales and production while leveraging skills of other professionals to conduct other duties.? Develops less experienced commercial banking associates through delegation of duties, oversight of work, and introductions to clients.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/.