Job Search Results for accounting
Dec 04, 2025
Dublin, CA
|
Accounting / Finance
|
Contract-to-perm
|
$38 - $48 (hourly estimate)
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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... 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/.
Dec 10, 2025
Toronto, ON
|
Accounting / Finance
|
Contract-to-perm
|
$54 - $68 (hourly estimate)
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Insight Global is looking for a Lead Data Developer (Full Stack) to join a forward-thinking technology team at one of Canada's largest banking clients, driving innovation and modernization. In this... role, you?ll combine hands-on development with strategic leadership to deliver cutting-edge solutions across multiple applications. The core project consolidates four legacy websites into a single, organized storefront. Additionally, it requires building a data warehouse to centralize investment product information and setting up APIs to distribute data to other applications and websites seamlessly.Full Stack Development: Build and maintain applications using .NET, C#, Angular, and SQL within Azure environments.Cloud & Data Solutions: Implement and optimize Azure Data Factory, Data Pipelines, and Databricks for data processing and analytics.Application Modernization: Contribute to modernization initiatives, DevOps adoption, and process automation.Leadership: Mentor and guide developers, fostering a high-performing team culture.Collaboration: Work closely with stakeholders to understand requirements and deliver scalable solutions.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/.
Aug 27, 2025
Salt Lake City, UT
|
Accounting / Finance
|
Contract,Perm Possible
|
$27 - $34 (hourly estimate)
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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... 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/.
Oct 23, 2025
Phoenix, AZ
|
Accounting / Finance
|
Contract-to-perm
|
$18 - $23 (hourly estimate)
{"JobID":459086,"JobType":["Contract-to-perm"],"EmployerID":null,"Location":{"Latitude":-112.01,"Longitude":33.43,"Distance":null},"State":"Arizona","Zip":"85034","ReferenceID":"DAL-58e2283a-aae9-4c27-a2ac-08c8f5099d6d","PostedDate":"\/Date(1761225640000)\/","Description":"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 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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Mortgage Customer Experience Representative","City":"Phoenix","ExpirationDate":null,"PriorityOrder":0,"Requirements":"Mortgage Experience Ability to talk to customers on the phone","Skills":"Bilingual in spanish","Industry":"Accounting / Finance","Country":"US","Division":"AF\u0026E","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":23.0000,"SalaryLow":18.4000,"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 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... 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/.
Dec 02, 2025
Bonfield, ON
|
Accounting / Finance
|
Contract
|
$18 - $22 (hourly estimate)
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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... 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/.
Sep 05, 2025
Cincinnati, OH
|
Accounting / Finance
|
Contract-to-perm
|
$18 - $22 (hourly estimate)
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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... 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/.
Sep 30, 2025
Houston, TX
|
Accounting / Finance
|
Perm
|
$180k - $200k (estimate)
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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... 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/.
Nov 07, 2025
New Smyrna Beach, FL
|
Accounting / Finance
|
Perm
|
$69k - $103k (estimate)
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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 \u0026 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 \u0026 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 \u0026 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\u0027s 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 \u0026 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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Financial Advisor","City":"New Smyrna Beach","ExpirationDate":null,"PriorityOrder":0,"Requirements":"-Bachelor\u0027s degree strongly preferred-2+ years of providing advice, planning and investment salesSIE, Series 7, Series 63 required-Required to have L\u0026H and Series 66 (or equivalent) or the ability to obtain all within the Licensing and Registration Schedule Self-directed, with strong ability to plan own activities to achieve sales and referral goals","Skills":"","Industry":"Accounting / Finance","Country":"US","Division":"AF\u0026E","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":102960.0000,"SalaryLow":68640.0000,"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 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... 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/.
Dec 05, 2025
Jacksonville, FL
|
Accounting / Finance
|
Contract,Perm Possible
|
$14 - $17 (hourly estimate)
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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... 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/.
Dec 10, 2025
Chicago, IL
|
Accounting / Finance
|
Contract
|
$17 - $21 (hourly estimate)
{"JobID":475029,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":-87.68,"Longitude":41.83,"Distance":null},"State":"Illinois","Zip":"60661","ReferenceID":"CHI-72e8ad81-ffd8-44c2-832f-e46d011e27c7","PostedDate":"\/Date(1765388757000)\/","Description":"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 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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Legal Data Entry Specialist","City":"Chicago","ExpirationDate":null,"PriorityOrder":0,"Requirements":"?2+ years Data Entry (accuracy and speed are crucial) ?SharePoint?Understanding of Salesforce, edit a field ?Excel (solid ability to work with spreadsheets, metadata fields, trackers)?Ability to follow structured processes and written instructions?Strong verbal and written communication skills?Ability to quickly learn new systems and workflows?Must handle sensitive contract information responsibly.?Must not have conflicts of interest or work for competitors?Must adhere to all internal data security and confidentiality policies?Comfortable in a fast-paced environment?Familiarity with agreements (combing through agreements daily) agreement date vs effective date","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":21.0000,"SalaryLow":16.8000,"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 detail-oriented Legal Data Entry Specialist to support a high-priority project focused on cleaning, organizing, and standardizing metadata within our contract repository. This... 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/.