Job Search Results for Financial Analyst

Insight Global is looking for an Operations Analyst to support the FX, Commodities, and OTC Derivatives line of business at one of our large financial clients. This individual will be part of a team... More which provides full operational support across Trade Control, Confirmations, Settlements, and Account & Balance Management. The role supports FX and Commodities directly and provides confirmations and settlements for OTC derivatives across the FI and Equity businesses.Responsibilities include validating and maintaining trades, resolving breaks and discrepancies, managing confirmations and settlements, overseeing account and balance activities, and partnering closely with Sales, Trading, and Operations. Additional responsibilities include:Performing trade validation by reconciling trades to ensure accurate booking in systemsExecuting trade amendments to correct booking errorsInvestigate and resolve trade breaks by working closely with Sales, Trading, and OperationsSupport FX & Commodities Trade Control, including trade validation, maintenance, break resolution, and reconciliationManage FX, Commodities & OTC Derivative confirmations, including electronic matching, paper confirmation drafting and issuance, and confirmation query resolutionSupport FX, Commodities & OTC Derivative settlements, including settlement affirmation and release, client query management, and post-settlement break resolutionAssist with account and balance management activities, including exotic currency balance management, nostro account management, and client SSI managementParticipate in ad-hoc projects involving requirements gathering, stakeholder engagement, testing, and implementationIdentify and drive process improvements to enhance efficiency, control, and risk management, seeing ideas through to implementationWe 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

Department Overview: The Retirement Administration Service Center (RASC) counsel's members of the University as they transition into retirement and provide long-term pension and retirement health... More benefits support.Position Summary:The Benefits Analyst 2 provides support in the processing of retirement and pension applications, ensuring compliance with policies and procedures. This role involves assisting members with general inquiries, reviewing documentation for completeness, and working under the guidance of senior analysts. The Benefits Analyst 2 contributes to data integrity and participates in training to build knowledge in UC retirement services.Key Responsibilities?Conduct in-depth payroll research, including analysis of historical payroll records and financial data ?Interpret and apply policies and regulations to resolve cases accurately ?Manage and prioritize a high-volume caseload with timely follow-ups ?Document case findings clearly and consistently ?Provide regular status updates and ensure timely, accurate communication ?Collaborate with cross-functional stakeholders, including campus partnersWe 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 Paid Media specialist who can execute and optimize digital campaigns while providing strategic insight and stakeholder leadership for a large financial institution. The... More ideal candidate combines strong hands-on Paid Media experience with the ability to influence strategy, collaborate cross-functionally, and elevate campaign performance beyond execution.Key Responsibilities:? Own end-to-end Paid Media campaigns (strategy, setup, optimization, reporting)? Manage and optimize Paid Search and Paid Social across the funnel? Define KPIs, analyze performance, and deliver actionable insights? Partner with internal teams, agencies, and external vendors? Act as primary Paid Media contact for assigned lines of business? Provide strategic recommendations aligned to business goalsWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

This contract Business Analyst supports a finance and billing transformation for Alternative Risk Transfer (ART) at a North America commercial P&C insurer. The role converts complex program... More structures (captives/fronting, large deductible/SIR, collateralized programs, structured reinsurance) into system-ready requirements and future-state, finance-aligned billing, settlement, and collateral workflows?partnering with Finance, Claims, Treasury, Reinsurance, Operations, Underwriting, and IT through delivery, testing, and adoption.?Elicit, analyze, and document requirements; translate business rules into clear, testable user stories/criteria.?Map current vs. future processes; create and maintain process maps/workflows and documentation.?Document end-to-end ART financial flows (premium/fees, deductible/SIR reimbursements, collateral true-ups, captive/reinsurance settlements) and translate them into automated, finance-aligned billing and settlement requirements.?Define billing and settlement scenarios (installments, audits/adjustments, per-loss/aggregate deductibles, fronting fees, ceded premium/recoverables).?Define collateral rules and governance (initial, top-ups, releases, renewals); support aggregate exhaustion tracking and trigger design (claims-, valuation-, or schedule-driven).?Define critical data elements; support data mapping, reconciliation, and integrations across core platforms (e.g., Guidewire Billing Center, SAP S/4HANA, Kyriba).?Serve as business?IT liaison; lead workshops/status meetings and prepare stakeholder materials.?Support design and delivery: build test scenarios, support UAT, manage defects, and ensure scalability, usability, compliance, and security.?Execute change management (training, end-user support, transition planning) and monitor post-go-live performance.?Provide delivery support (tracking, risk/issue management) and contribute to RFPs/vendor evaluation as needed.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

We are seeking a Technical Business Analyst with a strong application and database background to support vendor-supported financial applications within a regulated banking environment. This role sits... More firmly on the technical side of the organization and requires someone who is highly proactive, driven, and confident working directly with financial business users to extract requirements and translate them into clear, actionable user stories.This is not a role focused on changing business processes or solution design. Instead, the ideal candidate excels at asking the right questions, understanding how users get from point A to point B, and accurately giving that information back to technical teams through well-written stories, documentation, and acceptance criteria. Personality, initiative, and communication style are critical to success in this role. Candidates with prior banking experience?especially prior experience at the bank or rehires?are strongly preferred. This role is 3x onsite in Charlotte, NC.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 Compliance Analyst for a leading financial services organization within the global exchange industry. This individual will support day-to-day corporate compliance... More operations, assisting with disclosures, approvals, monitoring, and periodic reviews across multiple compliance functions. The role is highly process-driven and detail-oriented, offering hands-on exposure to a global compliance program, mentorship from experienced professionals, and the unique opportunity to work onsite in the iconic New York Stock Exchange building.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 team is looking for a project analyst to join our organization to track, manage, and translate data related to large capital construction projects. This person will be responsible from pulling... More data from different sources to update financial trackers (authorizations, spend, delinquency), and track schedule governance to mitigate project risk. We are looking for a strong communicator who loves data and uses creative and critical thinking to bring visibility to leadership! Responsibilities include:?Standardize and govern project tracking, partnering with PMs to validate dates, manage delivery risk, and improve schedule reliability.?Deliver weekly project and performance reporting with trend analysis and leadership visibility; use historical data for forward planning.?Develop and manage a standardized PM Financial Dashboard providing project and portfolio level visibility into authorizations, spend, and delinquent projects.?Ensure data integrity and consistency through single-source reporting, centralized SharePoint, and validated data; enable Smartsheet/Power BI visuals.?Lead end to end project ID and work order tracking to identify execution gaps, material risks, and readiness issues.?Implement past due, delinquency, and long lead material tracking with forward-looking risk identification.?Provide portfolio level scheduling and forecasting visibility, including baseline vs. forecast comparisons.?Drive standard scheduling tools and cross functional alignment to improve accountability and delivery predictability.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, a financial services organization based in Waltham, MA, is seeking a Business Systems Analyst (BSA) to support its Business Solutions Partner (BSP) team. This role focuses on CRM and... More marketing technology initiatives, with a strong emphasis on Salesforce Marketing Cloud, email marketing, and marketing automation within a B2B financial services environment.The BSA will act as a critical liaison between business stakeholders and an externally partnered Salesforce Marketing Cloud development team, translating business needs into clear, actionable requirements. This is a functional and analytical role, not a hands-on development position.Elicit, analyze, and document business, functional, and technical requirements related to CRM, email marketing, and marketing automation initiatives.Serve as a primary BSA on the sales and marketing side of the business, supporting B2B engagement and customer lifecycle initiatives.Translate business needs into detailed requirements for Salesforce Marketing Cloud, ensuring external development partners clearly understand scope and expectations.Collaborate with Sales, Marketing, and cross-functional stakeholders to support:Email marketing content and campaign executionMarketing automations and journey designCRM data usage and segmentation strategiesPartner with external Salesforce Marketing Cloud developers to clarify requirements, review deliverables, and ensure solutions align with business intent.$45-60/hrWe 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 Business Analysts to support major regulatory initiatives within a leading financial services client. This rolea will focus on regulatory enhancement projects, including... More improving how customer tax data is captured, processed, and reported.The BAs will work closely with operations, product owners, and technical teams to gather and translate business requirements into actionable user stories, support data integration efforts, and ensure alignment across stakeholders. This role will also involve understanding conditional requirements, defining testing scope, and ensuring data flows correctly across systems. The ideal candidate is highly polished, can confidently present to stakeholders, and is comfortable operating at a delivery/project management level when needed. You will also play a key role in driving best practices, including leveraging AI tools, maintaining Jira artifacts, and contributing to templates and release documentation.This is a hybrid role based in Toronto (2 days onsite per week) with an initial timeline through the end of the year and a target start date of July 1st.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is looking for a Business Analyst to support a significant ServiceNow implementation for one of our large financial clients. This individual will partner closely with business... More stakeholders to refine and hone existing requirements while gathering new requirements as needed. They will work cross-functionally with multiple teams in a highly matrixed environment, ensuring requirements are clearly documented and aligned to support downstream development and testing efforts. This role requires strong communication skills, attention to detail, and the ability to navigate complex enterprise organizations. This position is 5 days onsite / 40 hours per week.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less