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

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

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

An employer is looking for a detail-oriented and proactive Financial Business Analyst. In this role, you will be responsible for coordinating with supply chain partners, restaurant operations, to... More optimize inventory management and support financial initiatives. Your expertise will ensure we maintain the right inventory levels to meet customer demand and drive operational efficiency.Key Responsibilities:?Inventory Forecasting: Develop and provide accurate inventory forecasts for upcoming product launches and media campaigns to ensure sufficient stock levels.?Marketing Support: Perform market and financial analyses to support the promotional calendar, acting as a strategic/ analytical consultant with pricing and brand marketing on key business initiatives.?Media Impact Analysis: Analyze the impact of media changes on product demand and facilitate the appropriate redistribution of products across our restaurant locations.?Cost Monitoring: Continuously monitor product costs to ensure precise reporting of Cost of Goods Sold (COGS).?Financial Data Support: Provide comprehensive financial data to support various cost-saving initiatives within the organization.?Reporting: Deliver timely and accurate weekly, periodic, and quarterly KPI reporting to senior leadershipWe 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 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

A client of Insight Global in the healthcare technology industry is seeking an entry level financial analyst to join a fast growing start up company/team that is focused on product development and... More innovation. This person will be reporting directly to the CEO and assisting in general financial analysis, reporting forecasting as well as some accounting duties. General responsibilities include but are not limited to:- Financial analysis and reporting -Assisting with building and tracking company/team budgets-Basic inventory management -Invoicing-Account clean up and general reconciliation This role is fully onsite, 5 days a week in Brentwood, TN and for the right candidate will lead to growth opportunities. We are seeking someone sharp, hungry and motivated who is comfortable speaking with high level company executives and driving growth within the organization through organized financial and accounting practices.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

One of Insight Global's healthcare clients are looking for a Financial Analyst to join their team. This is a contract position to support their bank reconciliations backlog. The ideal candidate will... More be experienced with Infor and have strong cash management skills. The candidate must be able to work independently and come onsite 2 days/week.In this role, the Financial Analyst will focus on resolving a high-volume bank reconciliation backlog and supporting daily cash management activities. On a typical day, you will:- Review and reconcile bank statements against the general ledger to identify and resolve discrepancies- Investigate outstanding reconciling items, including timing differences, errors, and unapplied cash- Work independently to prioritize and clear aged or complex reconciliations- Maintain clear documentation to support audit and compliance requirements- Provide status updates on reconciliation progress and flag any risks or roadblocks- Utilize Infor and other financial systems to ensure accurate cash balances and reportingWe 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 Financial analyst to support the academic, research, and clinical missions of a Rutgers NJMS Medicine Administration department by serving as a key financial partner to... More departmental leadership and faculty. This role focuses on financial analysis, budgeting, and pre- and post-award grant administration, including analyzing clinical and financial data, preparing comprehensive reports, monitoring current and projected financial performance, identifying trends, and recommending cost-saving and revenue-enhancing strategies. The administrator collaborates with faculty on grant proposal development and submission, prepares accurate project budgets, supports the annual departmental budget, completes monthly P&L statements, and prepares reconciliations and projections for unrestricted, restricted, gift, and grant accounts. Additional responsibilities include reviewing expenditures for funding availability and strategic alignment, processing and reconciling financial transactions and payroll, distributing effort certification reports, maintaining compliant financial records, recommending process improvements, supporting policy and procedure development, and assisting with special projects in a highly regulated academic healthcare 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

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

An employer in the Greater Seattle area is looking for a part time, Financial Analyst. This candidate will assemble spreadsheets and draw charts and graphs used to illustrate technical reports. They... More will analyze financial information to produce forecast of business, industry and economic conditions for use in making investment decisions. This role will interpret data affecting investment programs, such as price, yield, stability and future trends in investment risks.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