Job Search Results for accounting

-Prepare loan documents upon receipt of request from the Lender, review loan approval and related supporting documents. Ensure that all required documents, including insurance information, are... More provided to properly evidence the loan and perfect the bank's security interest.-Work with Bank's (Medici or LaserPro) software and other related programs to create documents; ensure the timely delivery of documents to lenders and others as directed.-Follow-up with lenders, legal counsel and others for missing items needed to create accurate loan documents.-Perform post-closing follow-up with lenders, legal counsel and others for document exceptions and trailing documents.-Respond to questions concerning loan documentation from legal counsel, lenders and other staff members. Resolve differences and provide direction to others to facilitate the documentation process.-Review Line of Credit Renewals; review credit memos, offerings and commitment letters for accuracy andconformity to existing loan documentation.-Update Bank's (Banker Hill), or equivalent, software with line renewal information.-Responsible for producing and reviewing departmental reports submitted to lenders and senior management; provide information to examiners and answer any related questions.-Record and track fees; create fee sheet to include with loan packages sent to lenders for closing.-Provide support to peers in all facets of the department to perform routine tasks required to run the department and carry out daily various functions.-Review all work assignments for accuracy and completeness, answer questions and provide guidance.-Provide back-up to Title Reviewers by: performing post-closing review of documents for propriety and completeness, following-up with lenders and legal counsel for missing documents, ensuring timely delivery of loans toWe 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

Responsibilities will include: ? Facilitates the collection of earned reimbursement, reviewing payor contracts to ensure contract fees are modeled accurately in the billing system and working with... More billing staff to identify variances in actual payment. ? Identifies and implements solutions to problems and issues affecting revenue cycle functions, working collaboratively with other departments within our healthcare system, including the MSGs and University Hospital (UH). ? Develops and organizes groups/committees to address issues to improve oversight and efficiency of the revenue cycle. ? Reviews and tracks payment trends, presents data, makes recommendations for problem and issue resolution based upon staff findings, and reports findings to leadership. ? Resolves complex physician professional billing issues in a timely manner. ? Leads and mentors revenue cycle subject matter experts and their supporting teams within MedBest and the MSGs, ensuring a high level of engagement and productivity. ? Prepares service level metrics and explanatory summaries for leadership. ? Develops MSG standards and procedures for all points of the revenue cycle including, but not limited to, charge capture, data entry, payment posting, insurance follow up, collections and denials management. ? Adheres to all department and organization policies, procedures, and best practices. ? Maintains working knowledge of applicable Federal, State, and local laws and regulations. Monitors billing compliance with all third-party payer regulations. ? Maintains confidentiality in compliance with HIPAA regulations and ensures that department remains compliant with all relevant regulations. ? Completes other duties as needed and assigned.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

A partner of Insight Global is looking to add a Senior Financial Analyst to their growing team. The ideal candidate will be highly motivated and goal-oriented with the ability to think outside the... More box. The Senior Financial Analyst should be comfortable presenting financial information to a non-financial audience and should have fantastic communication and interpersonal skills. They will develop financial projects and build financial models as well as ensure compliance of financial guidelines, company policies and relevant legal regulations.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 Collateral Operations Analyst for one of our large financial clients. The role?s primary focus is to mitigate counterparty risk on bi-lateral fixed income REPO and TBA... More trades governed by MRA/GMRA and MSFTA agreements, as well as OTC business governed by CSA agreements. The candidate will perform various margin functions for security transactions, maintain accurate customer and security information on outstanding financing trades, make margin calls by stated deadlines, enter margin trades, re-price existing trades, and monitor settlement. Additionally, the role involves tracking, reporting, and resolving trade/price discrepancies between customers, trading, and sales desks. This position requires strong collaboration with Back Office/Middle Office Operations, Cash Management, Sales & Trading, Credit/Risk Management, and Capital Markets Documentation teams, ensuring an open flow of communication and timely resolution of issues. This role will be performed 3 days per week on-site at our client's office in Charlotte, NC.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

A leading consumer goods company in the Cincinnati area is seeking an Accounts Receivable (A/R) Analyst for a hybrid role, requiring in-office presence twice a week. The Analyst will manage the... More consumer side of A/R, including daily posting of checks, wires, and ACH transactions, analyzing and clearing deductions (such as promotions, post audits, shortages, unsalable products, penalties, and discontinued items), and reconciling accounts to meet deadlines. They will research overpayments and issue credits to ensure accurate customer statements, collaborate with Sales, Customer Service, Brokers, and internal teams, and work extensively in Excel for data sorting and reporting. Familiarity with retail practices from Amazon, Target, and Wal-Mart is essential, and the role includes meeting monthly deduction goals and supporting overall account monitoring and resolution.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 seeking a dynamic and strategic Vice President to lead a new division for one of their top clients. This executive will oversee operations, strategy, partnerships, and customer... More experience. He/She will take over a team of 4, but within the first year will hire 10 additional sales / marketing employees. The ideal candidate will have experience working in this niche space and have previous experience selling as well.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 (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management... More solutions. A FA will need to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope:? Experience selling investments and providing financial plans? Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth? Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents? Ability to partner and promote lead generation? Manages goals, prioritizes tasks and comfortable working in a fast paced environment? Ensures all new & existing clients are provided with a planning experience? Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client?s overall wealth needs, as well as pro-active contacts? Serves as the primary point of contact for Wealth client relationships; manages all aspects of the client?s relationships with Bank and refers to Retail and Wealth partners & affiliates as needed? Implements and executes a differentiated service model/experience for Wealth clients? Meets quarterly and annual sales goals? Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience? Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners? Executes in thorough manner that is compliant with regulations, policies and procedures? Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)? Ensures all Continuing Education requirements are attained? Responsible for understanding and adhering to Bank & Wealth Policies and Procedures? Responsible for implementing Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures? Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed? Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team? Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff? Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm? Represents Wealth to the general public in a professional manner? Is involved in the community and support charity and community initiativesWe 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 Document Review Associate will be joining the warehouse team of 5 to perform clerical work such as labeling files, data uploads, Bailee processing, reviewing criteria, and investigating documents... More for clients. This includes the review of incoming files and responding to requests by email for reinstatements and releases while maintaining deadlines or service level agreements for clients. The team works collaboratively in a fast paced environment and can manage 500-1,000 loans a day. The ideal candidate has strong experience with Excel, Mortgage Review, and a go getter attitude. This role is paying $17/hr with hours of 8:00-5:00PM EST.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

We are seeking a detail-oriented Legal Data Entry Specialist to support a high-priority project focused on cleaning, organizing, and standardizing metadata within our contract repository. This... More short-term role is critical to ensuring accuracy, compliance, and data integrity across our legal documentation systems. The ideal candidate will excel at precise data entry, system navigation, communication, and confidentiality. This person must quickly learn workflows, follow structured processes, and communicate proactively if questions or issues arise.Project Goal:To fully clean, organize, and standardize the company?s contract repository by:?Updating naming conventions?Completing metadata fields?Uploading/re-tagging documents?Ensuring all information flows correctly between SharePoint ? Ironclad ? Salesforce________________________________________WHAT YOU WILL BE RESPONSIBLE FOR (Essential Functions):Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.?Update contract naming conventions to align with new standards.?Add and update metadata fields across contracts and related documents.?Upload documents into the contract repository and ensure proper tagging.?Review existing contract data for accuracy and completeness.?Enter and validate contract metadata within Ironclad, ensuring the data syncs correctly into Salesforce.?Upload or adjust information in SharePoint, Ironclad, and Salesforce as needed.?Match updated data from spreadsheets to the correct contract records across systems.?Review metadata provided by internal teams and identify missing or incorrect fields.?Compare spreadsheet data to contracts stored in Ironclad and SharePoint to ensure alignment.?Work from trackers and workflows to ensure every contract is updated, renamed, and validated correctly.?Communicate clearly and proactively if something is unclear, incorrect, or missing.?Work closely with Legal, Salesforce, and Operations team members throughout the project.?Maintain progress tracking with the manager to ensure deadlines are met.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

*HYBRID 2 DAYS ONSITE*Insight Global is seeking a driven, detail-oriented tax professional who thrives in a fast-paced environment and enjoys tackling complex challenges. The ideal candidate is... More analytical, adaptable, and eager to take ownership of critical tax responsibilities. This person should have a strong foundation in ASC 740 and tax provision work, excellent problem-solving skills, and the ability to collaborate across Finance, Accounting, and Legal teams. Success in this role requires a proactive mindset and willingness to learn.Responsibilities include:- Prepare and review quarterly and annual tax provision workpapers and disclosures (ASC 740).- Manage compliance for U.S. federal, state, and international tax returns.-Lead assigned ASC 740 areas such as AETR, deferreds, uncertain tax positions, and valuation allowances.- Utilize ONESOURCE and Alteryx to improve processes and drive automation.- Take on research and special projects when applicable- Support SOX compliance and respond to audit requests.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