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Nov 29, 2023

Chicago, IL

|

Project Manager

|

Contract

|

$52 - $78 (hourly estimate)

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The Project Manager reinforces the Team\u0027s practice and protects the Team from external impediments to help them remain focused on a sustainable, predictable pace of delivery.ResponsibilitiesRole Specific ExpectationsMaintain knowledge of the company\u0027s strategic business plans.Develop and maintain in-depth knowledge of business unit and IT plans (roadmaps).Understand the connection between team initiatives and the larger, strategic picture.Works with the Product Owner or Delivery Team resource managers as appropriate to guide and support the efforts of the Delivery team.Project Manager does not make decisions for the team; instead provides and promotes an environment conducive to effective team decision making.Project Manager is empowered to actively contribute to the Bank\u0027s collective effort to continuously improve our delivery capabilities and be an advocate for necessary change.Facilitate all team ceremonies (Planning, Refinement, Reviews, Retrospectives, etc.). Identify, analyze and effectively manage risks that could impact the team\u0027s productivity and stability.Work across the team and the organization to remove impediments to the team\u0027s progress, escalating as needed.Ensures that the team\u0027s actions are always aligned with the sprint goals.Ensures the team understands processes governing delivery initiatives (Scrum, Kanban, DLC) inclusive of goals, controls and processes. Drive an understanding of how consistent application and ownership of process enables higher quality delivery throughput.Ensure that relevant control processes continue to enable the consistent delivery of quality IT products and services in support of business objectives and goals.Conduct appropriate and timely cross-team collaboration to ensure visibility and alignment of related initiatives.Communicate a variety of information about the team broadly and transparently including the health of the team and the team\u0027s delivery progress using appropriate metrics and reporting methods. Provide metrics and reporting that demonstrate the relation between the team\u0027s deliveries, on-going investment and business outcomes.Track the team\u0027s velocity, understand the deltas between sprints, assist the team in monitoring trends in velocity and react accordingly to changes.Work with the Product Owner and Delivery Team to establish and manage release plans.Owner of the agile framework leveraged by the teams.Demonstrated experience as a Scrum Master and/or Project Manager for multiple teams in an iterative delivery modelKnowledge and experience with organizational change management (OCM) is a plusGenuine passion for the values underlying the Agile methodologies and how they can be effectively leveraged across the organization to improve value deliveryAbility and commitment to guide teams to deliver shared, collective resultsAbility to motivate individuals, foster teamwork and build team dynamicsSituational awareness and leadership * Ability to remain objective and constructive in all situations essentialAbility to gauge how the team is doing and to drive the necessary actions to improve","Title":"Financial Services IT Project Manager (CHICAGO)","City":"Chicago","ExpirationDate":null,"PriorityOrder":0,"Requirements":"5+ years as a Project ManagerFinancial services background: Finance, Banking, Treasury Operations or Capital Markets leading software development and deployment efforts.Longevity in past rolesExperience with IT troubleshooting principles and techniquesChange Management Experience managing budgets and funding for projects entirely (1-3 million) tracking monthly actuals and looking at the financial reportsExperience working on cross functional teamsAbility to conduct research into a wide range of computing issuesExperience working on a team utilizing Agile methodologies, including Scrum and KanbanStrong understanding of information processing principles and practicesExperience working with both on-shore and off-shore vendorsComprehensive understanding of Change Management process and controls Local to Chicago, able to come on site 2 days per weekExperience managing difficult stakeholders","Skills":"PMPFamiliarity with financial concepts such as advances (loan), securities and derivatives is a plus","Industry":"Project Manager","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":78.0000,"SalaryLow":52.0000,"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)\/"}

The Senior Project Manager is responsible for supporting the development team, clearing organizational roadblocks, and keeping the delivery process consistent. The Project Manager enables the Team's... success, helping the team be accountable to themselves and their stakeholders for the commitments they make. The Project Manager coaches the team to deliver high quality solutions, services and products while continuously improving delivery. The Project Manager ensures the objectives and principles of agile are understood and followed by the team in their effort to deliver services, solutions and products. The Project Manager reinforces the Team's practice and protects the Team from external impediments to help them remain focused on a sustainable, predictable pace of delivery.ResponsibilitiesRole Specific ExpectationsMaintain knowledge of the company's strategic business plans.Develop and maintain in-depth knowledge of business unit and IT plans (roadmaps).Understand the connection between team initiatives and the larger, strategic picture.Works with the Product Owner or Delivery Team resource managers as appropriate to guide and support the efforts of the Delivery team.Project Manager does not make decisions for the team; instead provides and promotes an environment conducive to effective team decision making.Project Manager is empowered to actively contribute to the Bank's collective effort to continuously improve our delivery capabilities and be an advocate for necessary change.Facilitate all team ceremonies (Planning, Refinement, Reviews, Retrospectives, etc.). Identify, analyze and effectively manage risks that could impact the team's productivity and stability.Work across the team and the organization to remove impediments to the team's progress, escalating as needed.Ensures that the team's actions are always aligned with the sprint goals.Ensures the team understands processes governing delivery initiatives (Scrum, Kanban, DLC) inclusive of goals, controls and processes. Drive an understanding of how consistent application and ownership of process enables higher quality delivery throughput.Ensure that relevant control processes continue to enable the consistent delivery of quality IT products and services in support of business objectives and goals.Conduct appropriate and timely cross-team collaboration to ensure visibility and alignment of related initiatives.Communicate a variety of information about the team broadly and transparently including the health of the team and the team's delivery progress using appropriate metrics and reporting methods. Provide metrics and reporting that demonstrate the relation between the team's deliveries, on-going investment and business outcomes.Track the team's velocity, understand the deltas between sprints, assist the team in monitoring trends in velocity and react accordingly to changes.Work with the Product Owner and Delivery Team to establish and manage release plans.Owner of the agile framework leveraged by the teams.Demonstrated experience as a Scrum Master and/or Project Manager for multiple teams in an iterative delivery modelKnowledge and experience with organizational change management (OCM) is a plusGenuine passion for the values underlying the Agile methodologies and how they can be effectively leveraged across the organization to improve value deliveryAbility and commitment to guide teams to deliver shared, collective resultsAbility to motivate individuals, foster teamwork and build team dynamicsSituational awareness and leadership * Ability to remain objective and constructive in all situations essentialAbility to gauge how the team is doing and to drive the necessary actions to improve

Feb 15, 2024

San Francisco, CA

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Financial Services

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Contract,Perm Possible

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$41 - $61 (hourly estimate)

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Receives assignments in the form of objectives with goals and the process by which to meet those goals. Responsible for supervising the day-to-day unit activities. Normally directs a section or group... of budget / financial / resources analysts. Oversees and participates in the most complex projects and deals directly with major department managers. Provides direction according to established policies and management guidance. Under QBI, this position will perform all managerial finance and administration tasks to support the infrastructure, a portfolio of over $40 million in annual federal funding and $6 million in non-sponsored funding, train and develop the QBI team, and support executive management in their stead. This position will support the QBI Chief Operating Officer and their various projects, and make financial decisions in the absence of the Chief Operating Officer. This position will play a strong role in the development of collaborations, MOUs and relationship building for the institute on the administrative side and as a liaison to the UCSF legal entities. The position will all have direct oversite and approval authority for QBI's purchasing (BearBuy & P-Card), expense reimbursement (MyExpense), journals and cost-transfers (PeopleSoft) and personnel funding changes (UCPath). Acts as the lead Grant Administrator for QBI, providing high level analysis of financial activities for several large multi-PI Center grants coordinating all aspects of grants administration including proposal submission, annual progress reports, carry forward requests, no-cost extension and ad-hoc special requests to sponsors. This includes tracking of monthly expenditures, using trend analysis to inform communications with co-investigators and their associated post-award analysts when awards have significant over/underspending or when unallowable transactions occur. Managing the inflow of monthly invoices from subcontracts with outside institutions, insuring timely review and approval for payment and posting. *Direct oversite and approval authority for QBI spending activity includes: *Acting as the primary approver for purchasing transactions in BearBuy. *Serving as the reviewer/approver for two department Purchasing Cards. *Management and oversite of all employee funding distributions with approval authority in the UCPath system. *Reviews and approves all reimbursement activity through MyExpense, insuring compliance with all university travel policies and allocability of expenditures against federal grants. This process includes securing approvals from other units for employees in QBI supported labs and Control Point level approval for expenses submitted by QBI leadership. *Directing of all financial journals, cost-transfers and budget journals for reallocation of funding or expenditures, serving as the Cost Transfer Approver for all PeopleSoft journals.

Feb 15, 2024

Nashville, TN

|

Patient Services (i.e. Scheduler)

|

Perm

|

$48k - $72k (estimate)

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The Financial Counseling Supervisor is dedicated to upholding consistent guidelines for financial counseling, financial assistance, and collection practices for all medically necessary services while... ensuring access for all patients.Essential Functions: * Manage and contribute to the development of best practice for the daily operations of all financial counselors including but not limited to:- Running Daily Schedules for consults, new/added procedures- Completing VOB and cost estimates- Applying for financial assistance- Applying for Medicaid/Medi-Cal- Coordinate with Early out collections partner for payment plan and payment financing options * Responsible for monitoring weekly and monthly collections of all financial counselors for patient balances owed by patients. * Monitor and track monthly financial assistance trends for applications and approvals within Assist Point. * Ability to intervene in crisis situations - quickly and independently discerning financial interventions required - using sound analysis, professional judgment, ethical practice, and common sense. * Lead monthly check in meeting with all staff members both individually and in group setting to review performance and establish goals moving forward. * Complete all performance evaluation and improvement plans. * Work closely with training team for new hire onboarding. * Create training policies for financial counseling workflows * Deliver monthly KPI's to manager on time for prior month. * Manage and approve all team member timecards, PTO, etc.***This position will be based out of Nashville, TN, but will require travel throughout the US (10-20%).***

Nov 20, 2023

Charlotte, NC

|

Financial Planning & Analysis

|

Perm

|

$63k - $95k (estimate)

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A client of Insight Global is looking for a remote Financial Analyst II to join a major healthcare system in the Carolinas. This Financial analyst serves as a point of contact for maintenance and... continuing development of the treasury software and related systems. They will interact with key Financial Administration and Patient Financial Services stakeholders to ensure banking activity is reconciled to accounts receivable. This FA will work heavily on the reconciliation side as well as research/record items from the general ledger, bank statements, and more. This Analyst needs to be able to work comfortably within Excel and be able to analyze and reconcile data. This team currently is working with Oracle but will be moving to workday in 2025. Additional job functions include: *Researches and analyzes financial, banking and patient billing data and trends as requested to assist in accurate bank reconciliation and smooth patient billing operations. *Prepares status and financial reports and provides cross-team multi-facility support for internal customers. *Conducts and documents financial analysis projects in the department. *Prepares accurate and timely information for strategic and operational decisions. *Ensures completeness, accuracy, and integrity of databases, mappings, and reference tables within the cash application software system. *Works with Information Systems and software vendor to resolve system issues. *Manages, updates, and maintains system documentation. *Assists in educating end users of system features, capabilities, and enhancements as they become available. *Applies the principles and practices of financial analysis, as well as account reconciliation. *Completes a limited amount of journal entries as necessary when reconciling banking activity

Feb 12, 2024

Toronto, ON

|

Financial Reporting

|

Contract

|

$52 - $78 (hourly estimate)

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Insight Global is looking for a critical member of the Business Management team, this role is accountable to help manage the annual investment plan and monthly forecast processes that achieves stated... business plans across the organization. Apply effective processes and reporting to deliver planning requirements accurately and in a timely manner to support CIO's goals. Facilitate monthly forecast reviews with teams on portfolio spend. Help prepare presentation material. Perform periodic reviews, analyzing portfolio outcomes, providing insights and making recommendations for enhancements/changes to the process as required. Provide key messages, discuss material items, and address any questions CIO may have. Balance the monthly forecast and ensure forecasts are vetted and reported as realistic and accurately as possible. Works collaboratively with internal and external stakeholders. Must have strong presentation and desktop skills. Also, with adoption of PowerBI solutions, will have to be able to troubleshoot and fix any issues with the app if there are issues. It is a must that the candidate can work independently and with teams across a multitude of teams.

Feb 15, 2024

Lake City, FL

|

Patient Services (i.e. Scheduler)

|

Perm

|

$17 - $26 (hourly estimate)

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The Financial Counselor is dedicated to follow through of guidelines for financial counseling, financial assistance, and collection practices for all medically necessary services while ensuring... access for all patients. Essential Functions:-Running Daily Schedules for consults, new/added procedures-Completing VOB and cost estimates-Collect on all time of service payments for patient responsibility -Applying for financial assistance-Applying for Medicaid/Medi-Cal-Coordinate with Early out collections partner for payment plan and payment financing options- Work closely with other Onsite Financial Counselors, Patient Navigators, front office staff and clinical staff to ensure smooth collection process.-Maintain month Key performance indicators establish both individually and in team setting.-Deliver monthly KPI's to manager on time for prior month.

Feb 14, 2024

League City, TX

|

Financial Planning & Analysis

|

Perm

|

$86k - $128k (estimate)

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An employer in the insurance industry is seeking a Sr. Financial Planning Analyst to join the team in forecasting, planning and effectively reviewing data to pull together the story that will be... shared with leadership teams. This person will collaborate with cross-functional teams to develop financial annual plans and quarterly forecasts aligned with the company's goals. They will collect and consolidate financial data from various sources to support financial analysis and reporting, including assumptions, P&Ls, balance sheets, cash flow, and key performance measures. Additionally, this person will partner with stakeholders to enhance the accuracy and efficiency of financial forecasting, budgeting, and analysis with the goal to improve engagement/ownership of forecasts & results and identify opportunities to streamline financial processes and improve analysis turnaround. Lastly they will analyze financial information, identify trends and opportunities, and provide insight to support strategic decision-making.

Feb 15, 2024

Nashville, TN

|

Patient Services (i.e. Scheduler)

|

Perm

|

$17 - $26 (hourly estimate)

{"JobID":339561,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-86.7627272727273,"Longitude":36.1725454545455,"Distance":null},"State":"Tennessee","Zip":"37205","ReferenceID":"HTN-683439","PostedDate":"\/Date(1708031665000)\/","Description":"The Financial Counselor is dedicated to follow through of guidelines for financial counseling, financial assistance, and collection practices for all medically necessary services while ensuring access for all patients. Essential Functions:-Running Daily Schedules for consults, new/added procedures-Completing VOB and cost estimates-Collect on all time of service payments for patient responsibility -Applying for financial assistance-Applying for Medicaid/Medi-Cal-Coordinate with Early out collections partner for payment plan and payment financing options- Work closely with other Onsite Financial Counselors, Patient Navigators, front office staff and clinical staff to ensure smooth collection process.-Maintain month Key performance indicators establish both individually and in team setting.-Deliver monthly KPI\u0027s to manager on time for prior month.","Title":"Patient Financial Counselor","City":"Nashville","ExpirationDate":null,"PriorityOrder":0,"Requirements":"*Ability to work onsite in Nashville, TN. *2 years\u0027 experience in medical office setting working with medical insurance, coding and financial matters. *Working knowledge of medical terminology as well as ICD-9 and CPT codes. *Strong written/verbal communication, financial assessment, advocacy and crisis response skills, applied within established guidelines of the center. *Strong competency of Microsoft Word, Power point and Excel *Associates Degree or an equivalent combination of education and experience.","Skills":"*Minimum of 1 year Financial Counseling and/or budget/credit analysis and counseling experience.","Industry":"Patient Services (i.e. Scheduler)","Country":"US","Division":"IGH","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":25.8000,"SalaryLow":17.2000,"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)\/"}

The Financial Counselor is dedicated to follow through of guidelines for financial counseling, financial assistance, and collection practices for all medically necessary services while ensuring... access for all patients. Essential Functions:-Running Daily Schedules for consults, new/added procedures-Completing VOB and cost estimates-Collect on all time of service payments for patient responsibility -Applying for financial assistance-Applying for Medicaid/Medi-Cal-Coordinate with Early out collections partner for payment plan and payment financing options- Work closely with other Onsite Financial Counselors, Patient Navigators, front office staff and clinical staff to ensure smooth collection process.-Maintain month Key performance indicators establish both individually and in team setting.-Deliver monthly KPI's to manager on time for prior month.

Feb 12, 2024

Charlotte, NC

|

Accounting / Finance

|

Contract-to-perm

|

$51 - $76 (hourly estimate)

{"JobID":338538,"JobType":["Contract-to-perm"],"EmployerID":null,"Location":{"Latitude":-80.8145454545455,"Longitude":35.2031818181818,"Distance":null},"State":"North Carolina","Zip":"28202","ReferenceID":"CLT-682242","PostedDate":"\/Date(1707761646000)\/","Description":"Insight Global seeking Financial Data Analyst to support the completion of one of our financial services clients\u0027 MRA in the Charlotte, NC market for their Financial Data Management organization. These individuals will be working with Banking Product \u0026 Counterparty data to understand data defects/issues/misclassifications. This bank has over 540,000 clients that they are having to do a data cleanse for to meet federal regulations. Candidates need to have extensive backgrounds working within data analytics for a financial services company, specifically working with banking/financial products. Candidates should have extensive work history in several of the following key responsibilities:1. Management of Project Mailbox and Office Hours for LOB Questions and Coordination of Completed Templates with Alteryx Workflow2. Pull Year-End and frontbook monthly LOB cuts for distribution with template by monthly timeline. Coordinate with PMs for distribution to LOB leads3. Process and action (where applicable) Alteryx batches including the following distinct populations: a. DQ Follow-ups to LOB i. Email to LOB central contacts with follow-up request ii. Communication and follow-up will need to be differentiated based on QA rule flagged b. QA Results -- Clean Results -- not SPE or Look-through SPE c. SPE (US \u0026 EU) and Look-through SPE (US) i. Assess materiality ii. Assess impacts for ECC communication iii. Create override requests iv. Verify overrides in production data4. Coordinate with PMs for metric tracking and materials based on Alteryx data and ECC materials","Title":"Financial Data Analyst","City":"Charlotte","ExpirationDate":null,"PriorityOrder":0,"Requirements":"*Bachelor\u0027s degree *5+ years in Financial Services industry with knowledge of database structures, data sourcing, data warehousing finance and accounting concepts *SQL experience *Regulatory reporting experience *Banking product experienceCounterparty dataCredit cardsLoansSavingsHome loansInvestingBankingChecking accountsAutoCheckingCDSCertificate of deposit accountsCredit strategiesFinancial marketsBank guaranteesBranch bankingCash managementInsuranceTerm depositsOTC transactions","Skills":"*Counterparty data experience *Alteryx experience *Liquidity (2052 A reporting)/Treasury experience *Experience with Oracle, SQL Server, Alteryx, Teradata, DB2, Netezza, Hadoop, SAP eLedger, Rally, Visio, ETL tools and Data Management tools *Familiarity with BAC Enterprise Data Management Policy \u0026 Standards *Knowledge and prior experience with Liquidity Reporting / Regulatory reporting *Strong knowledge and prior experience with Data Controls monitoring and/or Data Control governance practices","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":75.8040,"SalaryLow":50.5360,"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 seeking Financial Data Analyst to support the completion of one of our financial services clients' MRA in the Charlotte, NC market for their Financial Data Management organization.... These individuals will be working with Banking Product & Counterparty data to understand data defects/issues/misclassifications. This bank has over 540,000 clients that they are having to do a data cleanse for to meet federal regulations. Candidates need to have extensive backgrounds working within data analytics for a financial services company, specifically working with banking/financial products. Candidates should have extensive work history in several of the following key responsibilities:1. Management of Project Mailbox and Office Hours for LOB Questions and Coordination of Completed Templates with Alteryx Workflow2. Pull Year-End and frontbook monthly LOB cuts for distribution with template by monthly timeline. Coordinate with PMs for distribution to LOB leads3. Process and action (where applicable) Alteryx batches including the following distinct populations: a. DQ Follow-ups to LOB i. Email to LOB central contacts with follow-up request ii. Communication and follow-up will need to be differentiated based on QA rule flagged b. QA Results -- Clean Results -- not SPE or Look-through SPE c. SPE (US & EU) and Look-through SPE (US) i. Assess materiality ii. Assess impacts for ECC communication iii. Create override requests iv. Verify overrides in production data4. Coordinate with PMs for metric tracking and materials based on Alteryx data and ECC materials

Jan 31, 2024

Westport, CT

|

Accounting / Finance

|

Perm

|

$60k - $90k (estimate)

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One of our financial services clients are Looking for an experienced advisor with a growth mindset, who will assist with managing a book of HNW clients. The ideal candidate will be able to utilize... our rich product portfolio and exceptional prospecting opportunities, to grow the company and your own career. You will work closely with clients to provide comprehensive and holistic financial planning services. Additionally, will host dinner seminars to bring on HNW-UHNW prospects. Cultivate and sustain current relationships with the firm, while leveraging our resources to bring in new business.

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