Job Search Results for financial services

Insight Global is seeking a Sr. Business Systems Analyst III to support a major higher education client and serve as systems liaison between the education, research, and administrative functions of... More the university and Business Enterprise Systems and Technologies (BEST) to help business units achieve their desired business goals. This analyst will play a key role within Student Financials, bridging functional and technical operations. They will oversee critical nightly batch processes, troubleshoot production issues, support integrations, and partner closely with billing, financial aid, HR, and student services teams. The ideal candidate brings strong PeopleSoft Campus Solutions expertise?particularly in billing and collections?as well as SQL and data analysis experience. This role is perfect for someone who can step in quickly, owns their workload, and supports both operational tasks and enhancement projects.Day-to-Day:?Monitor and validate all overnight batch schedule jobs (hundreds daily)?Spot-check billing-related processes?Address production issues, including integrations with 3rd-party tuition payment tools?Work with business units (billing, tax office, student insurance, HR tuition remission) to understand needs?Gather requirements for enhancements and partner with developers?Provide system updates or insights to business stakeholders?Perform data analysis, troubleshooting, and SQL querying?Participate in testing and interpret test resultsWe 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 higher education customer is looking for a foundations accountant to join their team. This person will be a part of the controllers office. The Controller?s Office, part of the Division of Finance... More and Administration, is responsible for processing all University disbursements, general ledger accounting, construction accounting, cash management, and fixed assets. The unit is responsible for the disbursement of all University funds (payroll and accounts payable) in accordance with University and state policies and procedures. This unit is also responsible for a myriad of financial reporting to federal and state agencies, including W-2 information, 941 information, and 1099 information. This unit is actively involved in the implementation of new administrative systems, including problem resolution, training, report writing, and data conversion. The areas within this unit are: Payroll, Accounts Payable, Fixed Assets, Foundation Finance, Cashiers and Student Accounts, and Financial Accounting.The primary purpose of Foundation Finance is to provide a full range of accounting and financial reporting services for the affiliated organizations that support the client. This is critical to the client as well as the five affiliated organizations. Accurate financial reporting is required by management to make financial decisions within the organization and the University. Accuracy is also essential for maintaining compliance with Federal and State laws, board decisions, and donor-imposed restrictions.Responsibilities include:? Prepare and analyze schedules for external auditors, support SOC report validation, and provide explanations necessary to maintain unqualified audit opinions for the affiliated entities.? Financial statements and related documentation must be completed accurately and on time. Support the annual RFP process for external audit services.? Ensure all balances reconcile to Banner.? Prepare audit schedules for all funds and reconcile all balances, including endowment, investment activity, and art inventory. ? Calculate and report on spending distributions, administrative fees, capital calls, and related liquidations and disbursements for the client and affiliated entities. ? Review and approve quasi-transfer requests.? Complete and analyze unitized market ledgers to ensure equitable distribution of earnings among participating funds. ? Must be knowledgeable of donor restrictions, underwater fund considerations, and special circumstances.? Market ledgers must be completed within 5 days of receiving custodian data. Accuracy and timely completion are critical.? Monitor all bank account reconciliations and ensure that correcting journal entries are completed the month following the discrepancy.? Review general ledgers for our 5 affiliated organizations on a monthly basis and perform account analyses, including investment-related activity.? This includes yearly management reports, budgets, and investment reports; periodic user-friendly financials, cash availability, and total return analyses, as well as surveys for various outside organizations.? Assist Financial Reporting during the Thirteen Months with blending of the foundations and investment activity into the client's financial statements, including investment footnotes and required schedules.? Prepare foundation and investment reports, analysis, and board-ready materials accurately and timely manner, ensuring all information is complete, accurate, and available in advance of meetings. Complete required surveys for external entities.? Respond timely to requests for information. Interact with development officers, fiscal agents, stockbrokers, staff, and donors to ensure proper handling of gifts, spending, and investment-related items.? Monitor EmbARK system to ensure all fixed assets and art inventory are accurately recorded and properly integrated with BannerWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is looking for two Desktop Support Engineers to join the team with one of our financial services clients. One technician will work in the San Francisco office and another technician... More will work in the Menlo Park office. The San Francisco office has between 200-300 users and the Menlo Park office has between 100-200 users. This role will be an on-going contract, supporting the users in the given office you are responsible for 5 days/week during normal business hours. You will mainly be supporting Windows based applications, but there are some MacBook's in the environment, as well. You will be expected to answer calls and in person requests, and handle tickets as they come in. You will be expected to handle Level 1 - Level 3 based troubleshooting.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

JDevelop, deploy, and maintain scalable machine learning models and analytical workflows using Databricks, Apache Spark, and cloud-based data platforms.Partner with financial domain stakeholders to... More understand business challenges related to risk, compliance, fraud, lending, investments, and customer analytics.Perform hands-on data exploration, feature engineering, statistical analysis, and modeling using Python, SQL, and Spark.Collaborate with data engineering teams to build reliable data pipelines and ensure high-quality, production-ready datasets.Communicate complex technical findings to non-technical audiences; present actionable insights to business leaders.Apply deep financial services expertise to ensure models meet regulatory expectations (e.g., model documentation, audit, transparency, fairness).Optimize workflows for performance and cost efficiency within Databricks and cloud environments.Design experiments and evaluate model performance using best practices in ML Ops, version control, and reproducibility.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

Reporting to the PMO Director, the Sr Technical Project Manager is accountable for delivery of a variety of projects within the Technical Maintenance portfolios in a professional, cost-effective and... More timely manner, ensuring that Nelnet achieves (or improves upon) the planned technical objectives and financial return from the project.The role of the Sr Technical Project Manager is to plan, execute, and deliver technology-oriented initiatives (infrastructure as well as application development) to agreed constraints of scope, schedule and budget. This includes coordinating efforts of Line of Business as well as Shared Services resources requiring advance allocation, consultants and/or third-party contractors in order to deliver projects according to plan or apply strong change control management as required.The Sr Technical Project Manager will also define the project?s objectives and oversee quality control within a system comprised of a blend of legacy and modern technologies. The Sr Technical Project Manager establishes and maintains a good working relationships with the client, reinforcing the Nelnet reputation while being financially responsible on projects they manage.Responsibilities:?Lead technical initiatives, particularly those involving technology infrastructure components: new deployments, upgrades, decomms/consolidations.?Work closely with enterprise architecture and security leaders to secure stakeholder approvals for deployment of new technologies.?Coordinate build activities and production deployments of infrastructure changes of varying sizes and complexities.?Define project scope, goals and deliverables that support business goals in collaboration with senior management and stakeholders.?Establish effective and appropriate project governance for the project.?Develop full-scale project plans and associated communications documents.?Plan and schedule project timelines and milestones using appropriate tools.?Report effectively on project progress, problems encountered and their solutions by means of a project status report and also ad-hoc reports as appropriate.?Effectively communicate project expectations to team members and stakeholders in a timely and clear fashion.?Liaise with Client Services team and other partner teams within the organization on progress and issues.?Work with Shared Services teams, such as Infrastructure, Security, Service Delivery and Release Management to remove impediments, orchestrate production release and deliver a fully operationalized system.?Estimate the resources and participants needed to achieve project goals.?Ensure proper financial management of the project including tracking planned hour variances and Estimate at Completion (EAC).?Identify and manage project dependencies and critical path.?Control project scope, schedule and budget thru an effective change control process and efficient resources management.?Proactively manage changes in project scope, working with the client and internal project teams.?Ensure proper risk management by documenting all risks and ensuring effective mitigation strategy. Devise contingency plans as necessary.?Identify and assist in resolving issues and conflicts within the project team.?Where applicable, coach, mentor, motivate and supervise project team members and contractors, and influence them to take positive action and responsibility for their assigned work.?Develop or enhance best practices and tools for project execution and management.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 our leading financial service clients is looking for an Application Engineer to join their Middle Office Asset Serving Technology group for a remote to start assignment which will eventually... More be onsite in a hybrid model in Downtown Manhattan (240 Greenwich St). This resource will be responsible for developing technical solutions and utilizing new or existing applications for asset servicing clients to give them access to data on their accounts, trade details, activity etc. This resource should have experience with Ruby or Java, as they will be tasked with an initial assignment in Ruby. For the duration of the position, they will also be tasked with learning both Java and Ruby. The ideal candidate will be sharp, motivated and keen to learn further computer skills and about the financial industry. We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

We are seeking a skilled Power BI Developer to design, develop, and maintain business intelligence solutions that support data-driven decision-making across an insurance organization. This role will... More focus on transforming complex insurance data (claims, underwriting, policy, premium, and financial data) into intuitive dashboards and reports for business stakeholders. The candidate will work as a part of the team, serving as a Power Bi admin, and most be able to work in unison with a team supporting CI/CD pipelines for Power BI using GitHub and Azure DevOps. The ideal candidate has strong Power BI expertise, a solid understanding of data modeling, and experience working with insurance or financial services data.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is looking for a Business Analyst to join a leading financial services company in Downtown Toronto. This is a hybrid role in office 2 times per week at their Downtown location. This... More role is a 4 month contract with potential for extension. This role supports the Risk Data Management Office in delivering high-impact data analysis and issue resolution across wholesale credit risk data systems. The analyst will work closely with Business Systems Analysts (BSAs), developers, and the Business Intelligence team to identify, analyze, and resolve data gaps in support of OSFI reporting and economic capital initiatives.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 Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the... More business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.Responsibilities: Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.Manage accounts of high-net-worth investors and jointly develop financial strategies with the Private Bankers.Conduct sophisticated economic and financial market analyses.Analyze economic trends/activities and advise the effects on the investors' portfoliosRecommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base.Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.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 top clients in the Banking Industry is looking for a Client Service Representative II to sit on site 4 days a week in Lake Mary, FL. The Client Service team works with... More external clients to resolve the most complex day-to-day issues and leverages the appropriate resources to resolve their inquiries. They are responsible for the front-line communication and support of clients? requests, mainly via telephone, email, or chat. They will also be responsible for building both internal partnerships as well as external relationships with the clients. Client inquiries can range from account maintenance requests such as: checking on an account status, helping with a password reset, audit trail, etc., to more complex client issues such as: cost basis issues, wash sales, trying to open an account in a foreign country, etc. The ideal candidate is someone who has a background in Client Service within a Financial Services, Wealth Management, or Brokerage environment. These individuals must be comfortable multitasking in a fast-paced work environment, be able to do their own research or ask for help if they do not understand a client request and be able to provide top-notch professional communication and support to their clients.?Providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed.?Uses developed communication skills to deliver high quality service to a specialized client base.?Provides key individuals at assigned clients information related to the company's products and services representing a broad array of lines of business and geographies and leverages an in-depth understanding of broader services and offerings.?Proactively assists clients in reviewing potential business needs and facilitates introductions to the appropriate resources. ?Uses broad understanding of products and services to best propose expanded offerings to clients for front office consideration.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