Job Search Results for accounting

One of Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in Wilmington, DE. The Financial Advisor (FA) role is a three-year program with a forgivable draw,... More designed for experienced financial advisors or planners who will deliver financial planning guidance and offer investment management solutions. The FA will need to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.Core Responsibilities:- Deliver comprehensive financial planning and investment guidance, including onboarding new clients through discovery, needs analysis, goal-based advice, and completion of required documentation.- Serve as the primary point of contact for Wealth clients, providing a differentiated service experience and ensuring all clients receive annual reviews, proactive outreach, and ongoing planning support.- Consistently meet quarterly and annual sales goals by deepening wallet share, anticipating client needs, recommending appropriate Wealth solutions, and generating leads through strong partnerships.- Identify referral opportunities across Retail, Small Business, Commercial, and HNW Wealth partners, supporting integrated relationship management and maximizing client value.- Maintain full compliance with all federal and state regulations, internal policies, AML/CIP requirements, -Continuing Education standards, and risk-management expectations.- Demonstrate customer-centricity by delivering legendary service, modeling WOW-level interactions, and continually improving the client and partner experience.- Contribute to a positive, inclusive, and collaborative team culture by sharing knowledge, mentoring new FAs, supporting Retail training, and participating in community and company initiatives.- Manage priorities effectively in a fast-paced environment, maintain strong communication with partners, and represent the company professionally in all internal and external interactions.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

The Business Analyst plays a crucial role in supporting strategic initiatives by analyzing business needs and translating them into actionable requirements. This position is essential for ensuring... More that business processes align with organizational goals and optimize efficiency by gathering, documenting, and analyzing stakeholder input and requirements to support key decision-making processes. In this role, the Business Analyst collaborates closely with stakeholders and project teams to identify business challenges and opportunities. Responsibilities involve conducting data analysis, facilitating requirements gathering sessions, developing business cases, facilitating/governing user acceptance testing and assisting in the implementation of business process improvement. The role demands analytical thinking, an inquisitive mind, the ability to see outside the box, as well as the skill to probe and extract details that others may not see, problem-solving capabilities, and a detailed understanding of business operations to drive effective solutions and deliver tangible business benefits.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

- Manage a personal daily queue of 25?35 customer cases, ensuring timely and accurate resolution.- Handle complex customer inquiries, including:- Billing audits- Interim billing adjustments- Price... More matching- Financial discrepancies- Work across thousands of customer accounts with high attention to detail.- Utilize 40+ internal programs and systems, including Salesforce and AS400 (primary system of record).- Collaborate with team leads and managers within a structured team environment divided by invoice specialties-Communicate with customers primarily via email, with some phone interaction (not a call-center environment).- Maintain accuracy and professionalism when handling sensitive financial information.- Prioritize workload effectively in a fast-paced, high-volume environment.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global Health is seeking an on-site Commercial Inpatient Facility Billing Specialist to support hospital billing operations for LifeBridge Health. This role will manage the full lifecycle of... More commercial inpatient claims, including claim submission, identification and correction of errors or rejections, follow-up on unpaid or underpaid claims, and preparation of appeals when necessary to ensure timely and accurate reimbursement.Daily responsibilities include researching claim status, resolving denials and payment variances, maintaining compliance with payer and hospital billing guidelines, and meeting productivity expectations of approximately 40?75 claims per day (based on claim complexity). The specialist will collaborate closely with internal billing, reimbursement, and follow-up teams to reduce aging accounts receivable and maintain clean claim metrics.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Full Program Ownership: Lead the integrated program team, assuming full accountability for program performance, including schedule adherence, cost control, technical execution, and... More profitability.Strategic Customer Management: Own the senior-level customer relationship, acting as a trusted partner to manage expectations, lead major negotiations, and ensure total satisfaction.Planning & Execution: Develop, maintain, and execute the Integrated Master Schedule (IMS) and program budget. Establish strategic milestones and govern the program's critical path.Risk & Opportunity Management: Proactively identify, analyze, and mitigate significant program risks while actively developing and pursuing opportunities to improve performance and profitability.Cross-Functional Leadership: Drive execution and integration across a matrixed team of engineering, manufacturing, supply chain, and quality experts. Influence without direct authority and ensure seamless collaboration.Subcontractor & Supplier Governance: Oversee the performance and strategy for major subcontractors and key suppliers, ensuring they meet all technical, schedule, and quality requirements.Financial Oversight: Own the program's financial performance, including variance analysis, Estimate at Complete (EAC) reporting, and presenting program health to executive leadership.Process Improvement & Mentorship: Champion and implement program management best practices to mature organizational processes. Mentor junior program managers and other team members.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is seeking a Senior Manager ? Transportation, Logistics, Fleet & Field Labor/Professional Services for a leading distribution client. This individual will serve as a strategic leader... More responsible for end-to-end sourcing, vendor management, and operational optimization across transportation networks, fleet operations, and field labor services. The role blends high-level strategy with hands-on execution, translating cost-to-serve analytics and business demand into scalable, efficient solutions.This candidate will lead complex negotiations, drive supplier performance, and deliver measurable cost savings while improving service reliability across the network. Partnering closely with supply chain, operations, and finance leadership, they will influence key decisions around network design, outsourcing strategies, and labor models. The ideal candidate is a data-driven leader with deep logistics expertise, strong commercial acumen, and a proven ability to execute cross-functional initiatives that enhance both cost efficiency and operational performance.Day to Day - Develop and execute multi-year category strategies across transportation, 3PL, fleet, and field laborLead network optimization efforts (routing, cost-to-serve modeling, distribution efficiency)Run RFPs, bid events, and supplier consolidation initiativesNegotiate transportation rates, MSAs, fleet contracts, and labor SOWsAnalyze cost performance metrics (cost-per-mile, utilization, labor productivity) and build business casesPartner with Operations, Supply Chain, and Finance leaders to align strategy and executionOwn supplier relationships, leading performance reviews (QBRs) and continuous improvement initiativesMitigate supplier and operational risk (capacity constraints, financial stability, service disruptions)Drive implementation of sourcing strategies with minimal disruption to field operationsProvide executive-level reporting and insights on cost trends, service performance, and optimization opportunitiesWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is looking for a full-time Customer Service professional for the loan servicing team of a large mortgage client in St. Louis, Missouri. The Base File Home Loan Specialist is an... More entry-level position supporting multiple mortgage channels. This role is responsible for reviewing, organizing, and maintaining initial documentation for home loan applications, ensuring accuracy and compliance with lending guidelines. The specialist facilitates efficient processes that support business objectives and customer service standards, starting with basic disclosure tasks and progressing to advanced responsibilities over time.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Our client is seeking a highly motivated and client-focused Client Relationship Specialist to support our Wealth Management division in Century City. This role is ideal for professionals with a... More strong background in banking and investment services who thrive in a fast-paced, client facing environment. You will play a key role in supporting high-net-worth clients and bridging the gap between banking, brokerage, and investment services. Key Responsibilities? Serve as a primary point of contact for high-net-worth clients, ensuring exceptional service and relationship management.? Support money movement, account maintenance, and back-office operations.? Collaborate with investment and banking teams to deliver integrated wealth solutions.? Utilize Salesforce and other internal systems to manage client interactions and documentation.Assist with brokerage investment activities and ensure compliance with regulatory requirements.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

An employer is looking for an Senior FP&A Analyst in the Plano, TX area. You will partner with key stakeholders to deliver actionable financial insights that drive operational efficiency and business... More performance. This role is responsible for financial forecasting, reporting, and financial analysis for the client?s franchise and license business. Responsibilities will include:Budgeting & Planning:Partner with cross-functional leaders to understand key revenue and cost drivers.Support annual operating plans and quarterly forecasts.Identify risks and opportunities relative to plan and forecast; recommend mitigation strategies where appropriate.Ensure alignment between financial plans and evolving business strategies.Forecast/Close/Reporting:Support the monthly and quarterly forecasting process, incorporating current business trends and strategic initiatives.Partner closely with business stakeholders to ensure forecasts reflect operational realities.Support period-end close activities for assigned areas of responsibility.Facilitate P&L reviews, analyzing results versus plan, forecast, and prior year.Prepare clear, concise financial summaries for leadership to support decision-making.Continuously improve forecasting, reporting, and business processes to enhance efficiency, accuracy, and insight generation.Financial Analysis:Perform detailed financial and operational analyses to identify risks, opportunities, and performance drivers.Deliver ad hoc analyses to support senior leadership and business partners.Oversee reconciliation of financial data and P&Ls as needed to ensure accuracy and integrity.Support special projects and provide analytical support for new initiatives and growth strategies.Develop key performance insights that enable informed investment and strategic decisions.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

A fast-growing real estate debt platform specializing in hospitability lending is looking for a Capital Markets Associate/Director to join a growing team. This role sits at the intersection of... More capital markets execution and relationship management, supporting the structuring, reporting, and distribution of complex commercial loan portfolios while directly interfacing with banking and institutional partnersJob responsibilities include:?End-to-end involvement with debt capital markets financing relationships?Manage reporting and loan covenant requirements for each of our capital markets transactions?Direct involvement in capital markets initiatives such as CLOs, securitizations, repurchase agreements, and credit facilities.?Help improve general operational efficiency by collecting, managing and organizing documents such as 3rd party reports (appraisals etc.), loan documents, creating spreadsheets and checklists to coordinate with various internal teams.?Exposure to various complex financial models to calculate investment returns and manage debt covenants, this role will be responsible for updating and maintaining models. ?Coordination with various internal departments to collect and manage data at regular intervals (ex. Monthly or quarterly reports).?Updating presentations for external investorsWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less