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Dec 07, 2025

Toronto, ON

|

Accounting

|

Perm

|

$60k - $75k (estimate)

{"JobID":474144,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":0,"Longitude":0,"Distance":null},"State":"Ontario","Zip":"M5C 3","ReferenceID":"TOR-9059e5a3-c611-4828-952c-c14251df61fd","PostedDate":"\/Date(1765144441000)\/","Description":"Insight Global is seeking a Customer Success Specialist to join a growing team. This role is essential in supporting clients and ensuring they have a seamless experience with the company?s platform. The successful candidate will be responsible for being a subject matter expert in both the platform itself and the rules and guidelines that govern it. This role involves engaging with customers across multiple communication channels, including phone, in-platform messaging, and email. In addition to assisting users with inquiries, the Customer Success Specialist will process and review financial claims, ensuring compliance with brand guidelines and spending rules. This includes evaluating submissions for accuracy, resolving claim disputes, and providing clear, professional communication to guide users through the process. The role requires strong attention to detail, problem-solving skills, and the ability to work efficiently in a structured environment. This is a fully on-site position, five days a 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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Customer Success Speacilisit","City":"Toronto","ExpirationDate":null,"PriorityOrder":0,"Requirements":"?2+ years of experience in customer success, customer support, content compliance, account management, or a similar role.?Bachelor?s degree in Business, Marketing, Communications, or a related field.?Strong written and verbal communication skills?ability to explain processes clearly and professionally.?Experience with multi-channel communication (phone, email, chat).?Strong problem-solving skills?High attention to detail when reviewing logos, brand guidelines, and financial submissions.?Ability to direct inquiries efficiently and guide users to the right information.?Comfortable working in a fast pasted, high-volume environment?On-site availability (5 days a week)","Skills":"? Bilingual (French/English/Spanish).? Experience in marketing or brand compliance.? Background in a fast-growing software company.? Knowledge of advertising industry standards and guidelines.? Familiarity with Slack, Notion, Intercom, Google Workspace, and Microsoft Office.","Industry":"Accounting","Country":"Canada","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":75000.0000,"SalaryLow":60000.0000,"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)\/"}

Insight Global is seeking a Customer Success Specialist to join a growing team. This role is essential in supporting clients and ensuring they have a seamless experience with the company?s platform.... The successful candidate will be responsible for being a subject matter expert in both the platform itself and the rules and guidelines that govern it. This role involves engaging with customers across multiple communication channels, including phone, in-platform messaging, and email. In addition to assisting users with inquiries, the Customer Success Specialist will process and review financial claims, ensuring compliance with brand guidelines and spending rules. This includes evaluating submissions for accuracy, resolving claim disputes, and providing clear, professional communication to guide users through the process. The role requires strong attention to detail, problem-solving skills, and the ability to work efficiently in a structured environment. This is a fully on-site position, five days a 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/.

Oct 29, 2025

Edmonton, AB

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Accounting / Finance

|

Perm

|

$75 - $100 (hourly estimate)

{"JobID":461323,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":0,"Longitude":0,"Distance":null},"State":"Alberta","Zip":"T5H 0","ReferenceID":"CAL-572bdb3b-e963-411d-9826-f3f47ebe7abb","PostedDate":"\/Date(1761753749000)\/","Description":"Insight Global is hiring a Property Tax Specialist to join one of Alberta\u0027s largest utility providers on a full-time basis, sitting out of Edmonton or Calgary Alberta. This position would require the candidate to work in-office Tuesday-Thursday. The primary responsibilities of this candidate will involve acting as the subject matter expert for property tax compliance across our Canadian and U.S. assets. You will be responsible for preparing, reviewing, and analyzing property tax assessments and payments, researching complex tax issues, and identifying opportunities to optimize our tax position. The successful candidate will also contribute to financial planning and business development projects where property taxes play a role, while maintaining strong relationships with assessors, municipal representatives, and internal stakeholders.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Property Tax Specialist","City":"Edmonton","ExpirationDate":null,"PriorityOrder":0,"Requirements":"Must haves: - 3+ years of property tax experience in a professional services or industry tax role- Prior exposure to complex tax compliance, research, and financial planning.- Review property tax assessments and tax notices from provinces and municipalities- Strong written and verbal communication skills - Degree or Diploma in Business, Finance, or Accounting","Skills":"Plusses: - Advanced Excel skills: familiarity with reporting tools (Power BI, etc.)- Prior experience working in the Utility and/or Power industry - Certified Member of the Institute (CMI) Property Tax Certification or actively working toward certification.- Experience working with ERP systems (Oracle subledger an asset)","Industry":"Accounting / Finance","Country":"Canada","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":100.0000,"SalaryLow":75.0000,"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)\/"}

Insight Global is hiring a Property Tax Specialist to join one of Alberta's largest utility providers on a full-time basis, sitting out of Edmonton or Calgary Alberta. This position would require... the candidate to work in-office Tuesday-Thursday. The primary responsibilities of this candidate will involve acting as the subject matter expert for property tax compliance across our Canadian and U.S. assets. You will be responsible for preparing, reviewing, and analyzing property tax assessments and payments, researching complex tax issues, and identifying opportunities to optimize our tax position. The successful candidate will also contribute to financial planning and business development projects where property taxes play a role, while maintaining strong relationships with assessors, municipal representatives, and internal stakeholders.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/.

Nov 05, 2025

Montreal, QC

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Accounting / Finance

|

Contract

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$27 - $34 (hourly estimate)

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Insight Global is seeking a Associate Business Manager to provide critical support for business management activities and portfolio governance. This role focuses on ensuring financial discipline,... organizational structure, and transparent reporting while driving process improvements across multiple technology portfolios.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/.

Oct 29, 2025

Stockton, CA

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Accounting / Finance

|

Perm

|

$140k - $165k (estimate)

{"JobID":461598,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-121.4,"Longitude":37.9,"Distance":null},"State":"California","Zip":"95206","ReferenceID":"SFR-2a2afd01-3a4f-4361-a3f7-fb4cfb9cf559","PostedDate":"\/Date(1761772794000)\/","Description":"The Business Unit Finance Manager, working alongside the General Manager, takes a lead role in identifying, analyzing and reporting on metrics that reflect business performance. The incumbent, through collaboration with other Business Unit leaders, is responsible for translating strategic financial goals into action plans and actively executing plans to achieve desired outcomes. The Business Unit Finance Manager is responsible for the review of financial results, development of forecasts, and plays a lead role in the budget process.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Business Unit Finance Manager-Stockton","City":"Stockton","ExpirationDate":null,"PriorityOrder":0,"Requirements":"4 - 7 years of related financial experience.Minimum of 2 years of management, supervisory or lead experience.P\u0026L ManagementUnderstanding of Balance SheetsThorough knowledge and understanding of Generally Accepted Accounting Principals (GAAP), Sarbanes-Oxley 404, and compliance requirements of other financial statutes.Knowledge of State and local statutory requirements that govern financial reporting and accounting.Experience with Oracle accounting software. Advanced skill level with Excel.","Skills":"-Waste Management Industry Experience-Logistics Industry Experience -Info PRO and Trucks are their systems, Use Oracle for a financial system, would be a huge plus","Industry":"Accounting / Finance","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":165000.0000,"SalaryLow":140000.0000,"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 Business Unit Finance Manager, working alongside the General Manager, takes a lead role in identifying, analyzing and reporting on metrics that reflect business performance. The incumbent,... through collaboration with other Business Unit leaders, is responsible for translating strategic financial goals into action plans and actively executing plans to achieve desired outcomes. The Business Unit Finance Manager is responsible for the review of financial results, development of forecasts, and plays a lead role in the budget process.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/.

Nov 05, 2025

Charlotte, NC

|

Accounting / Finance

|

Perm

|

$180k - $200k (estimate)

{"JobID":463878,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-80.83,"Longitude":35.19,"Distance":null},"State":"North Carolina","Zip":"28202","ReferenceID":"CLT-9af9d3b4-1472-428a-a536-6fdb076e32f8","PostedDate":"\/Date(1762350769000)\/","Description":"Insight Global is seeking a Lead Real Estate Technology Analyst who combines strong technical trouble shooting skills with a deep understanding of real estate equity or CML operations. This role will serve as a team lead and mentor, supporting both applications and users.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Senior Real Estate Technology Analyst","City":"Charlotte","ExpirationDate":null,"PriorityOrder":0,"Requirements":"?Lead and mentor junior team members, fostering a collaborative and growth-oriented environment.?Provide hands-on support for real estate platform, ensuring smooth day-to-day operations.?Troubleshoot and resolve complex system and process issues across business units.?Collaborate directly with asset management, acquisitions, and finance teams to understand needs and deliver effective solutions.?Support and enhance reporting tools and system integrations.?Contribute to the evolution of our technology stack and best practices.Required Qualifications:?7+ years of experience in real estate technology, with a focus on equity or debt (CML) operations.?Strong SQL skills and experience with application support or systems troubleshooting.?Comfortable engaging with business stakeholders and translating needs into technical solutions.?Proven leadership or mentorship experience.?Excellent communication and problem-solving skills.","Skills":"Preferred Qualifications:?Experience with real estate asset management systems (e.g., Yardi, MRI, ARGUS, VTS).?Familiarity with report development tools (e.g., PowerBI).?Experience with data feeds or system integrations (ETL processes).?Understanding of accounting practices in a real estate context.?Exposure to scripting or automation tools is a plus.","Industry":"Accounting / Finance","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":200000.0000,"SalaryLow":180000.0000,"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)\/"}

Insight Global is seeking a Lead Real Estate Technology Analyst who combines strong technical trouble shooting skills with a deep understanding of real estate equity or CML operations. This role will... serve as a team lead and mentor, supporting both applications and users.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/.

Dec 04, 2025

Mississauga, ON

|

Accounting / Finance

|

Perm

|

$85k - $100k (estimate)

{"JobID":473539,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":0,"Longitude":0,"Distance":null},"State":"Ontario","Zip":"L5N 6","ReferenceID":"TOR-7ddd0737-4c75-449c-9db0-86d11ba79c82","PostedDate":"\/Date(1764874227000)\/","Description":"We are seeking a Fleet and Procurement Analyst to join our team on a 14-month contract to cover a maternity leave. This unique role offers a 50/50 split between fleet management and procurement support, providing exposure to multiple business functions. The ideal candidate is detail-oriented, digitally savvy, and an excellent communicator who can collaborate effectively across teams.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Procurement and Fleet Analyst","City":"Mississauga","ExpirationDate":null,"PriorityOrder":0,"Requirements":"?Bachelor?s degree in Business or related field.?1?2 years of work experience (open to recent graduates).?Background in fleet management, procurement, or related areas is an asset. ?Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and strong digital acumen for reporting and SharePoint updates.?Exceptional communication and interpersonal skills.","Skills":"?Experience in CPG or pharmaceutical industry is a plus.?Familiarity with Coupa (preferred).?Basic understanding of SAP (for accounting) is an asset.","Industry":"Accounting / Finance","Country":"Canada","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":100000.0000,"SalaryLow":85000.0000,"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)\/"}

We are seeking a Fleet and Procurement Analyst to join our team on a 14-month contract to cover a maternity leave. This unique role offers a 50/50 split between fleet management and procurement... support, providing exposure to multiple business functions. The ideal candidate is detail-oriented, digitally savvy, and an excellent communicator who can collaborate effectively across teams.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/.

Oct 07, 2025

Chatham Township, NJ

|

Accounting / Finance

|

Perm

|

$100k - $105k (estimate)

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The Relationship Manager is a client-facing position dedicated to maintaining, deepening, and enriching client relationships. As the primary contact for all service-related needs of a RIA firm, the... Relationship Manager ensures exceptional service delivery. Additionally, they may assist with various business functions, including marketing, performance reporting, and office administration. This individual will deliver prompt and exceptional client service, handling requests, inquiries, and transactions such as money movement, security transfers, account maintenance, and online access assistance with flawless execution. Manage the new account onboarding process, including preparing and gathering necessary documents, processing applications on the custodian platform, and performing additional tasks as required. Proactively engage with clients to enhance and grow relationships and assist the team in preparing for client meetings. The ideal candidate is detail-oriented, and possesses strong communication, organizational, time management, and problem-solving skills.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/.

Oct 10, 2025

San Francisco, CA

|

Accounting / Finance

|

Perm

|

$100k - $250k (estimate)

{"JobID":454191,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-122.4,"Longitude":37.79,"Distance":null},"State":"California","Zip":"94104","ReferenceID":"SEA-12de5829-4ca5-42b4-88cc-73a9361a74fc","PostedDate":"\/Date(1760121204000)\/","Description":"A client of Insight Global is seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient with advanced Wealth Management techniques on all facets of investments, taxes and trust and estate planning.Responsibilities include onboarding new clients, servicing existing clients, demonstrating proficiency in sales and integrating the advice of CFAs, CPAs and JDs into the client relationship. Our target market is high-net-worth Individuals with assets in excess of $3M.This role works with individuals and businesses to meet long-term investment and financial goals including retirement and estate planning with a strong emphasis on tax reduction. Once a comprehensive financial plan is developed, assistance is provided to the client in all phases of implementation. You will be responsible for onboarding new clients while also servicing existing clients. In addition, you will be able to show your sales skills as you will help drive and close new business.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Financial Advisor","City":"San Francisco","ExpirationDate":null,"PriorityOrder":0,"Requirements":"? Candidates must have a four-year degree and the CFP designation? 7+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm? Experience developing a book of clients? Expertise in estate, tax, retirement, insurance, investment, and cash flow/capital needs planning analysis? Unquestioned commitment to integrity in personal and professional activities? Highly motivated with ability to function well in a fast-paced environment? Self-starter by nature? Excellent organizational, leadership, communication and presentation skillsAble to manage heavy workloads and projects, many on a time-sensitive basis, as well as interacting with tight-knit team of professionals with a range of financial and tax activities.","Skills":"","Industry":"Accounting / Finance","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":250000.0000,"SalaryLow":100000.0000,"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)\/"}

A client of Insight Global is seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high... level of coordinated advice and service to their clients. Our Financial Advisors must be proficient with advanced Wealth Management techniques on all facets of investments, taxes and trust and estate planning.Responsibilities include onboarding new clients, servicing existing clients, demonstrating proficiency in sales and integrating the advice of CFAs, CPAs and JDs into the client relationship. Our target market is high-net-worth Individuals with assets in excess of $3M.This role works with individuals and businesses to meet long-term investment and financial goals including retirement and estate planning with a strong emphasis on tax reduction. Once a comprehensive financial plan is developed, assistance is provided to the client in all phases of implementation. You will be responsible for onboarding new clients while also servicing existing clients. In addition, you will be able to show your sales skills as you will help drive and close new business.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/.

Oct 23, 2025

Fort Mill, SC

|

Accounting / Finance

|

Perm

|

$60k - $75k (estimate)

{"JobID":459400,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-80.94,"Longitude":35,"Distance":null},"State":"South Carolina","Zip":"29715","ReferenceID":"CLT-7566e4f0-761f-4199-9f22-d48da4477b21","PostedDate":"\/Date(1761251745000)\/","Description":"?Conduct benefits open enrollments, orientations, and prepare and distribute benefits enrollment materials and document administrative procedures for benefit enrollments.?They also serve as the primary contact with carriers, brokers, outsourced payroll provider and third-party administrators, responding to benefits inquiries from employees relating to status changes, clarifying plan provisions, and other general inquiries. ?This position processes leaves of absence requests, disability paperwork, FMLA, medical and personal leaves as well as exit letters for terminations.?Overseeing maintenance of employee benefits files, maintaining groups benefits databases/portals and updating employee records.?Coordinates the PTO program and serves as the lead resource for input, maintenance and quality checks and acts as a liaison to the outsourced payroll processor to accurately update employee records, deductions and compensation. ?Secondary duties are to reconcile payroll and benefits invoices and balance the reports to ensure accuracy of billing. ?Coordinate, plan and execute company events. ?Processing the weekly expense reports for all pertinent staff?Assisting in the research and drafting of appropriate company policies (SOP Documents)?Supporting special projects in the finance department such as annual governmental reporting, auditing and updating the SMT forms?Maintaining the fixed asset system and ensuring its accurate and complete in regards to new fixed assetsWe 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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Benefits Coordinator","City":"Fort Mill","ExpirationDate":null,"PriorityOrder":0,"Requirements":"?Bachelor?s Degree from an accredited college or university in Human Resources, Business Administration or other related fields required. ?Familiarity with carrier billing and reconciling to payroll deductions?Proficiency in MS Office products (primarily Excel, Word and Outlook) and Teams. ?Working knowledge of an ERP system is a plus.?Knowledge of pertinent federal and state regulations filing and compliance requirements and other laws affecting benefit programs such as FMLA, COBRA, and Section 125.?Strong communication and analytical skills. ?Must be able to work independently and collaboratively with general instruction and broad work expectations under tight deadlines.?Physical conditions require sitting, walking, talking and hearing, using hands to type, stooping, kneeling, crouching, twisting, reaching and stretching. Continuous ability to lift 10 pounds; Frequent ability to lift 15 pounds and Infrequent ability to lift 50 pounds","Skills":"","Industry":"Accounting / Finance","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":75000.0000,"SalaryLow":60000.0000,"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)\/"}

?Conduct benefits open enrollments, orientations, and prepare and distribute benefits enrollment materials and document administrative procedures for benefit enrollments.?They also serve as the... primary contact with carriers, brokers, outsourced payroll provider and third-party administrators, responding to benefits inquiries from employees relating to status changes, clarifying plan provisions, and other general inquiries. ?This position processes leaves of absence requests, disability paperwork, FMLA, medical and personal leaves as well as exit letters for terminations.?Overseeing maintenance of employee benefits files, maintaining groups benefits databases/portals and updating employee records.?Coordinates the PTO program and serves as the lead resource for input, maintenance and quality checks and acts as a liaison to the outsourced payroll processor to accurately update employee records, deductions and compensation. ?Secondary duties are to reconcile payroll and benefits invoices and balance the reports to ensure accuracy of billing. ?Coordinate, plan and execute company events. ?Processing the weekly expense reports for all pertinent staff?Assisting in the research and drafting of appropriate company policies (SOP Documents)?Supporting special projects in the finance department such as annual governmental reporting, auditing and updating the SMT forms?Maintaining the fixed asset system and ensuring its accurate and complete in regards to new fixed assetsWe 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/.

Nov 21, 2025

Cleveland, OH

|

Accounting / Finance

|

Perm

|

$140k - $175k (estimate)

{"JobID":472303,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-81.67,"Longitude":41.47,"Distance":null},"State":"Ohio","Zip":"44124","ReferenceID":"CLV-e5a2424f-4d85-472c-bc91-67a4ce8fc82c","PostedDate":"\/Date(1763745904000)\/","Description":"Insight Global is seeking an IT Vendor Management specialist to work at one of our top clients that is a fortune 250 company. This person is going to be responsible for a large enterprise company with 100-150 million in vendor spend. In addition, they will be supporting roughly 400 million in total IT spend. This person is going to be organizing where the total costs are being spent across vendors. They will be responsible for collecting and reporting, contact negotiations, and contract management. This person will be supporting the sourcing, contract execution, budget planning and vendor performance management. The team member will have frequent interactions with Legal, Supply Chain, Cyber Security and Digital \u0026 IT finance teams.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"IT Vendor Management Specialist","City":"Cleveland","ExpirationDate":null,"PriorityOrder":0,"Requirements":"?Bachelors Degree?6+ years of IT Contracts experience?Work Orders, SOWs, Master Service Agreements ?Strong experience with contract negotiations and working with Vendors?Experience with license management technologies ?Well organized and ability to multi-task","Skills":"?Masters Degree?Manufacturing industry background","Industry":"Accounting / Finance","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":175000.0000,"SalaryLow":140000.0000,"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)\/"}

Insight Global is seeking an IT Vendor Management specialist to work at one of our top clients that is a fortune 250 company. This person is going to be responsible for a large enterprise company... with 100-150 million in vendor spend. In addition, they will be supporting roughly 400 million in total IT spend. This person is going to be organizing where the total costs are being spent across vendors. They will be responsible for collecting and reporting, contact negotiations, and contract management. This person will be supporting the sourcing, contract execution, budget planning and vendor performance management. The team member will have frequent interactions with Legal, Supply Chain, Cyber Security and Digital & IT finance teams.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/.

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