Job Search Results for Accounting

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... More 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/.Less

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... More 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/.Less

?Conduct benefits open enrollments, orientations, and prepare and distribute benefits enrollment materials and document administrative procedures for benefit enrollments.?They also serve as the... More 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/.Less

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... More 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/.Less

A large investment banking client is looking for a Technology Vendor Risk Analyst to join Global Banking and Markets Third Party Risk Management & Strategy team. This team oversees the control... More framework and guides managers to implement oversight on a broad spectrum of processes managed by Vendors. This person will be responsible for vendor relationship owners and technology risk assessors - evaluting to see how their controls are working, how critical they are to Global Banking and Markets and if the standards meet the criticality of importance. They will be ensuring they are monitoring the 3rd party risk frameworks and held them accountable. This will entail putting together presentations for senior leadership and taking controls that have been assessed and challenging/validating the results.Responsibilities will include:- Supporting the division to ensure they comply with the firms Vendor Management (VM) programs- Equipping Vendor Relationship Owners with skills, training, and awareness on their roles - Engaging with Risk Partners across the organization (e.g., compliance, technology), as needed, helping the division to understand third party risks- Reporting to divisional stakeholders on Vendor management activities, including outstanding risks oversights and ongoing initiatives- Evaluating and providing guidance to key divisional stakeholders to support implementation and compliance with the Vendor Management Policy and Standard, and challenging divisional TPRM activities, where appropriate- Engage with the divisional contacts to raise awareness of the third-party risk management framework as well as develop the risk management skills of all Vendor Relationship Owners- Developing and providing periodic global and regional reporting on vendor landscape, risks, controls, and overall status of divisional execution against the program requirements- Support and help lead aspects of global TPRM program initiatives and priorities, working with global program and capability leads, as well as the global team overallWe 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 to hire a Mortgage Processor/ Customer Experience Specialist to work for a large client in the Phoenix area. This is a customer service role, operating in a call center... More environment and supporting Consumer Direct Lending. As the Specialist, you will act as the primary consumer contact to guide a consumer through the loan origination process after the licensed discussion with a loan officer. Responsibilities include: - Answer high-volume, inbound calls or texts from current customers in a timely manner - Perform routine data entry and validation tasks - Handle routine calls, emails and/or chat responses with employees, consumers and/or authorized 3rd parties - Interact with multiple departments to expedite processing and/or issue resolutionWe 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 hiring an Operations Associate to support one of Canada?s largest banking institutions during its peak season. This role is part of the Retail and Transfers team and plays a... More critical part in ensuring the accuracy and efficiency of financial operations. The ideal candidate is detail-oriented, analytical, and thrives in fast-paced, high-volume environments.Key Responsibilities:-Process a variety of financial transactions with precision and timeliness.-Update and maintain client records in internal systems.-Generate and analyze financial reports to support operational decisions.Review documentation for accuracy and completeness.-Collaborate with team members to meet daily operational targets and deadlines.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 Finance Project Manager for a large financial services company in the Charlotte, NC area. The PM will be responsible for:oOwn and manage Traded products Book of work,... More including full ownership of RAID management, UAT oversight and user engagement.oPresent monthly status to CORE stakeholders on the changes to the program, and drive topics for discussion and escalation.oComplete data analysis and propose design solutions to migrate over key reporting artefacts to new visualization tooloDevelop and enhance controls and user experience of book of work items, and ensure appropriate due diligence has been completedoPartner closely with Global Market users on additional requirements and engagement to ensure business adoption is successful, end to end.oManage multiple weekly working groups, with clear agenda, minutes being tracked as part of ensuring accountabilityWe 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

This role will collaborate with the GRM Data Stewards, Data Users, Data Owners, and Technology Teams to understand and assess their data, processes, and technology to support strategic data... More initiatives, remediate deficiencies, and drive business requirements.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

Adjusted for Capital Projects:Led financial analysis for capital expenditure projects, including cost-benefit analysis, ROI, and payback period calculations.Developed and maintained capital project... More budgets, ensuring alignment with corporate financial goals and compliance standards.Partnered with engineering, operations, and procurement teams to evaluate project feasibility and optimize resource allocation.Monitored project performance against budget and timeline, providing variance analysis and actionable insights to leadership.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