Job Search Results for Financial

The Virtual Financial Consultant (VFC) partners with participants across higher education and healthcare institutions to deliver personalized retirement planning and financial guidance through... More virtual interactions (Zoom). This role supports TIAA?s Retirement Solutions business and offers long-term career growth into Wealth Advisory, Retirement Income Consulting, and Asset Management. This is a highly visible, client-facing role focused on helping participants understand where they stand today and how to successfully prepare for retirement.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

Job Description:The Virtual Financial Consultant (VFC) partners with participants across higher education and healthcare institutions to deliver personalized retirement planning and financial... More guidance through virtual interactions (Zoom). This role supports TIAA?s Retirement Solutions business and offers long-term career growth into Wealth Advisory, Retirement Income Consulting, and Asset Management. This is a highly visible, client-facing role focused on helping participants understand where they stand today and how to successfully prepare for retirement.RESPONSIBILITIES________________________________________?Provide virtual retirement planning and financial guidance to participants via Zoom and phone?Conduct approximately 30 client meetings per week supporting retirement readiness, rollovers, and income planning?Deliver high-quality client experiences aligned with TIAA?s values, culture, and service standards?Support participants in understanding retirement goals and pathways to successful retirement outcomes?Maintain accurate documentation and complete administrative responsibilities related to client engagement?Collaborate with regional teams supporting participants across assigned geographic territoriesWe 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 Financial Planning Support Specialist will report directly to the Director of Financial Planning Analytics & Experience. You will be the primary SME and field- facing consultant on all aspects of... More the First Command financial planning software. You will be responsible for: - Respond to incoming questions and requests from Financial Advisors, support staff, and business partners- Assist advisors and support staff in financial plan entry, including data interpretation, plan construction, and deliverables- Assist advisors and support staff in troubleshooting, identifying, and correcting errors, and understanding results.- Develop and maintain a deep understanding of financial planning concepts, especially those relevant to the target market- Contribute to the creation of training content based on experience with variety of support request- Collaborate closely with BIS to report/resolve issues, test new releases, and to support other projects as needed- Cultivate a connected understanding of how technology touching the financial planning experience impacts the work of the department, and contribute to decision-making in a larger context of FinTech (Financial Technologies)- Develop and maintain deep expertise on financial planning software tools and related FinTech- Coordinate with other home office teams as needed to resolve advisor support requestsWe are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

The Senior Financial Analyst ensures an environment of effective decision making, forecasting, and sound business planning, relating to dashboard reporting, financial analysis, budgeting and decision... More support. Works closely with hospital leadership to identify areas to improve operational efficiency and works with the management team to make recommendations and implement strategies that improve financial performance. Maintains a high level of understanding around practice operations and the unique differences of each specialty within assigned region(s). Builds supportive relationships with practice Administrators and serves as point person for performance reporting and finance related initiatives. Coordinates the input and ensure the accuracy of data collected from manual and automated processes into the financial reporting system. Facilitates the accurate and timely dissemination of financial data from the financial system to comply with facility and corporate requests.Hybrid in DTC.Our Total Reward Offerings:Your Total Rewards package includes compensation, benefits, retirement, wellness, leave, and other programs. We offer:Several Medical, Dental, & Vision options.Spending Accounts including a Dependent Care FSA that can include an employer contributionRetirement account options with a generous employer matchTuition ReimbursementStudent Loan ForgivenessPay Range: $35.59 - $53.73 / hourWe are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Insight Global is looking for an SAP (Financial) Configuration Analyst to sit hybrid in either St. Louis, MO or Shelton, CT. This analyst will focus primarily on enhancements and project-based work,... More partnering closely with finance stakeholders to understand business needs and turn them into well-designed SAP FI/CO solutions. They will gather and validate requirements, assess process impacts, and design the appropriate SAP configuration?then implement it across areas like tax, payments, bank integrations, workflows, and financial master data. Day-to-day responsibilities include analyzing business issues, recommending the right technical approach, configuring SAP components (such as tax procedures, payment programs, EBS formats, ranking order for multi-currency payments, AUC processes, and more), and ensuring each solution fits within SAP system constraints. This person will work closely with the break-fix support team while fully owning the enhancement and project pipeline, and may also support related systems such as Concur, Vertex, Blackline, ReadSoft, and OCL. The analyst will regularly communicate with business users, present solution options, document configuration decisions, perform testing, support UAT, and guide deployments?serving as both a functional consultant and a key liaison to ensure each solution is properly designed, implemented, and aligned with finance processes. This is a 6-month contract-to-hire opportunity with a pay range of $40-60/hr and a conversion salary between $85K?$120K.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 retail client of Insight Global is hiring for a highly technical Financial Information Systems Analyst to join their FIS team out of Boston, MA. The companies Oracle Enterprise Performance... More Management (EPM) application will be administered, developed, and maintained by the FISA. A successful candidate will work with executive management, operations, and finance to support complex financial reporting and Assist with solution design analysis, solution architecture assessment and roadmap creation for finance planning, consolidation, and analytics. The FISA will apply their functional and technical expertise to define customer requirements, write functional and technical specifications, diagnose problems, and assist in application and system testing and provide ad hoc analysis as needed and support and training to EPM (EPBCS, ARC, EDMCS, PCMCS and Reporting) users. We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

We are seeking an experienced Financial Analyst to support Engineering and Manufacturing group in East Hartford. This role is responsible for reviewing, analyzing, and interpreting financial data to... More develop forecasts and provide actionable recommendations. The analyst will track approved budgets, costs, funding, and program status while supporting project teams with financial planning, reporting, and charge number management. Strong analytical skills, attention to detail, and the ability to communicate financial insights clearly are essential for success in this role.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to 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

PR: 24-26/hrInsight Global is looking for a Financial Analyst to support Senior Management decision making via financial modeling, including but not limited to, revenue requirement and customer bill... More impacts, discounted cash flow analysis and financial statement modeling. This position identifies and conducts moderately complex analyses of financial impacts of issues and/or decisions facing the company and proposes strategies to maximize financial performance of company.Job Duties & Responsibilities?Identifies, analyzes, and communicates to management the impact on the Company's financial structure, profitability, financial integrity, and competitive position utilizing relevant analytical methods and/or department?s forecasting models?Provides financial analysis support for various projects, calculating revenue requirements, net present value, customer bill impact, etc.?Provides expertise, support, and financial training for the company departments requiring these services?Performs financial analyses as required by management or regulatory bodies?Prepares PowerPoint presentations to be provided to Senior and Executive Management?Performs other job-related duties as assignedWe 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 Financial Planner position primarily focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure. This is... More an ideal position for someone who enjoys working in a team environment with a wide range of clients and has the experience and planning knowledge to make each relationship valuable.Analyzing clients? financial data gathering to provideAdvisors with financial planning recommendationsAttending client meetings as subject matter expert for specific planning topicsAssisting with the creation, delivery, and implementation of complex financial plans for clientsResearching of specific financial planning topicsAdminister and maintain client information across various Financial Planning SoftwareDevelop, implement and maintain policies and procedures for the departmentCommunicate with Advisors on best practices on financial planning subjectsKeep Advisor team up to date on current events related to financial planning Provide comprehensive financial planning strategies that include but are not limited to the following:- Estate Strategies- Tax Planning- Retirement Planning- Cashflow Analysis- Social Security Planning- Pension Analysis- Stock OptionsWe 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

?Oversee all aspects of financial reporting, including monthly, quarterly, and annual financial statements.?Collaborate with leadership to prepare and monitor budgets to develop financial... More goals.?Manage and oversee daily accounting operations, including general ledger, accounts payable/receivable, payroll, and fixed asset management.?Ensure efficient processes for month-end and year-end close procedures.?Implement and maintain accounting policies and procedures to enhance internal controls and compliance.?Conduct financial analysis to support strategic decision-making, profitability assessments, cost-reduction initiatives, with the ability to identify and implement process improvements.?Partner with senior management to identify opportunities for financial growth and efficiency.?Develop and maintain accounting policies and procedures in accordance with industry standards and regulatory requirements.?Read and interpret complex lease agreements to determine tenant chargebacks and ensure proper accounting treatment.?Assist managing the monthly close process and review of quarterly and annual financial reporting packages, ensuring accuracy and completeness.?Strong knowledge of GAAP and real estate accounting principles, including the preparation of CAM budgets, tracking of actual CAM against the budgets communicated to tenants, and managing the annual CAM reconciliation process.?Assist with the preparation of transaction flow documents for 1031 exchanges, intercompany settlements, and intercompany distributions and contributions.?Experience in preparing financial reports for lenders, ensuring compliance with loan agreements and financial covenants.?Work closely with the CPA.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