Job Search Results for accounting
Jan 23, 2026
New York, NY
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Accounting / Finance
|
Contract
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$53 - $67 (hourly estimate)
{"JobID":486253,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":-73.99,"Longitude":40.71,"Distance":null},"State":"New York","Zip":"10036","ReferenceID":"NYC-d4f67329-d2df-4c6e-90cf-a2b371c751d6","PostedDate":"\/Date(1769201651000)\/","Description":"The ADQ team is looking for an experience Agreement Data Analyst tojoin thei team. The Agreement Data Quality team is responsible for the completeness and accuracy of trading agreement data (ISDA\u0027s, CSA\u0027s, MSFTA, SMCs, PB Agreements, Futures and Repo) in the bank system of record. This role within ADQ provides an opportunity to handle the daily flow of newly signed agreements along with various projects. This person will be primarily focused on swap master confirms and ancillary documents for hedge funds. The team has a goal to enhance data accuracy throughout the various systems internally housing agreement, onboarding and client data. This person will be contributing to the overall direction of the regulatory projects and project simplification as it affects this group. Responsibilities will include: - Review and interpret agreements - Ensure the system reflects the agreement data- Respond to regulatory and internal questions regarding contract interpretation. - Data Quality reviews/remediation - Track status and assist with reporting - Check Dodd-Frank Good to Trade status to ensure that the new counterpart is GTT - Assist Onboarding team with various request and issues - Manage ad hoc projects as needed related to agreement data or management of the group - Contribute to updating the team procedures guide as needed.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":"Agreement Data Quality Analyst","City":"New York","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- 3 years experience in a role that requires knowledge of trading agreements (ISDAs, CSAs, MSFTA. PB Agreements, SMCs, Futures, Repo, etc.) - Working knowledge of industry regulations that impact trade documentation - Bachelor\u0027s degree - Strong Excel and Power Point skills - Working knowledge of trading agreements and industry regulations that impact trade documentation (e.g. SEC SBS Protocol, Dodd Frank Protocols 1.0 and 2.0, Futures, Repo, US Resolution Stay, UMR)","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":66.6200,"SalaryLow":53.2960,"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 ADQ team is looking for an experience Agreement Data Analyst tojoin thei team. The Agreement Data Quality team is responsible for the completeness and accuracy of trading agreement data (ISDA's,... CSA's, MSFTA, SMCs, PB Agreements, Futures and Repo) in the bank system of record. This role within ADQ provides an opportunity to handle the daily flow of newly signed agreements along with various projects. This person will be primarily focused on swap master confirms and ancillary documents for hedge funds. The team has a goal to enhance data accuracy throughout the various systems internally housing agreement, onboarding and client data. This person will be contributing to the overall direction of the regulatory projects and project simplification as it affects this group. Responsibilities will include: - Review and interpret agreements - Ensure the system reflects the agreement data- Respond to regulatory and internal questions regarding contract interpretation. - Data Quality reviews/remediation - Track status and assist with reporting - Check Dodd-Frank Good to Trade status to ensure that the new counterpart is GTT - Assist Onboarding team with various request and issues - Manage ad hoc projects as needed related to agreement data or management of the group - Contribute to updating the team procedures guide as needed.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/.
Feb 02, 2026
Odessa, TX
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Accounting / Finance
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Perm
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$80k - $90k (estimate)
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Insight Global is seeking a Project Controls Assistant to serve as an entry-level supporter in Texas to ensure successful project execution through planning, monitoring, and controlling.Essential Job... Duties and Responsibilities:? Assist in creating Project Schedule and Labor and Quantity tracking metrics for each project in accordance with scheduling and cost control department policies and procedures.? Utilize, update, and maintain tracking using lessons learned and best practices.? Assist Site and Home Office Payroll in report creation and auditing support.? Assist with the creation of project specific and payroll data visualizations.? Assist with weekly updates of the Project Schedules, Labor and Quantity tracking metrics and provide tools and reports to Management.? Utilize knowledge of scope control and change management.? Research technology in the construction industry for implementation.? Other duties, as 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/.
Feb 12, 2026
Charlottesville, VA
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Accounting / Finance
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Contract-to-perm
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$84 - $105 (hourly estimate)
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Insight Global is seeking an Investment Practitioner Advisory Lead to translate research and foresight insights into credible, practitioner-facing guidance, tools, and workflows that reflect how... investment decisions are actually made across real-world settings (e.g., asset owners, investment committees, portfolio managers, analysts, and risk teams). This role exists to bridge the gap between abstract, technical, or empirical insight and observable changes in practitioner behavior. The value of this role is not content volume or polish, but adoption realism ? ensuring that FTI outputs land in practice, withstand practitioner skepticism, and can plausibly influence real investment decision-making before formal standards or curriculum changes are considered.The role owns the development and maintenance of investment practitioner segment personas, convenes practitioners and industry experts to co-create emerging best practices, and builds workflow-level tools that support real-world decision-making in foresight-led domains (initially AI; private markets as a fast follower). It also serves as a two-way conduit, feeding practitioner insight back into research framing and prioritization.Key Qualifiers: Critical experience signals o Ability to operate as a practitioner-centered translator who:? understands how investment decisions are actually made across different institutional settings? works comfortably with ambiguity while anchoring guidance in real-world feasibilityo Proven experience translating and pressure-testing:? research, technical, or foresight-led insights against real investment governance, incentives, and constraints? abstract or emerging ideas into practical guidance, tools, or workflows practitioners actually use? proposed or emerging best practices to identify and correct why well-reasoned ideas fail to be adopted in practiceo Experience developing and stewarding investment practitioner personas or market segments used to shape guidance, tools, and workflows, including:? designing and maintaining role-specific personas across different investment functions (e.g., portfolio managers, analysts, CIOs, trustees, risk teams)? translating persona insights into practical guidance or tools aligned to real decision contexts? designing, deploying, or operationalizing practitioner personas in ways that materially changed workflows, decision processes, or training approacheso Experience convening and working with practitioners and industry experts to:? co-create emerging best practices or operating frameworks? test and refine guidance ahead of formal codification or standards-settingsurface real-world feedback that informs upstream research framing and prioritizationWe 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/.
Feb 17, 2026
Kissimmee, FL
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Accounting / Finance
|
Contract
|
$50 - $62 (hourly estimate)
{"JobID":495777,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":-81.41,"Longitude":28.3,"Distance":null},"State":"Florida","Zip":"34747","ReferenceID":"ORL-0a6975f9-8f42-4ed9-af3f-cfc1c7b82687","PostedDate":"\/Date(1771354559000)\/","Description":"A client in the entertainment industry is looking for a Business Analyst to join their team. This candidate will be responsible for supporting finance documentation and performing daily reconciliations. The candidate will raise defects and partner with others to resolve them as well as participate in SIT/FIT (system and financial integration testing) and regression testing. Additionally, they will write test scripts, support data staging and validate that team. This opportunity is a 12 month contract and a hybrid role (in-office Monday \u0026 Tuesday) working 8:00am-5:00pm.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Business Analyst","City":"Kissimmee","ExpirationDate":null,"PriorityOrder":0,"Requirements":"*JIRA experience*proficient with Excel and pivot tables*transaction processing*SCRIPT TESTING, not data staging","Skills":"Bachelors degree","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":62.0000,"SalaryLow":49.6000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
A client in the entertainment industry is looking for a Business Analyst to join their team. This candidate will be responsible for supporting finance documentation and performing daily... reconciliations. The candidate will raise defects and partner with others to resolve them as well as participate in SIT/FIT (system and financial integration testing) and regression testing. Additionally, they will write test scripts, support data staging and validate that team. This opportunity is a 12 month contract and a hybrid role (in-office Monday & Tuesday) working 8:00am-5:00pm.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/.
Feb 20, 2026
Varina, VA
|
Accounting / Finance
|
Contract-to-perm
|
$48 - $60 (hourly estimate)
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MEP SuperintendentJob Description:The MEP Superintendent?s role is to coordinate and manage all activities related to the construction startup and commissioning of the mechanical, electrical, and... control systems in accordance with the contract documents and project schedule. Responsibilities?Assist bidding mechanical and electrical trades?Manage Equipment Procurement process?Develop MEP critical path schedule?Coordinate and track critical path construction and startup activities?Track and coordinate equipment deliveries?Review mechanical and electrical submittals?Organize and conduct project meetings for critical MEP activities?Develop MOP for critical work in live environments?Work with subcontractors and design team to provide conflict resolution for MEP issues?Coordinate and manage the quality control process for MEP systems construction?Manage startup and pretesting of mechanical and electrical systems?Coordinate and support third party commissioning activities?Manage commissioning documentation?Build strong client relationsQualifications?A four-year degree from an accredited university with a concentration in construction, engineering, or business is strongly preferred. In lieu of a degree, additional work experience is acceptable.?4 years experience in Mechanical or Electrical System Construction?3 years combined experience in Mission Critical Construction, Hospital Construction, MEP Project Management, or Mechanical and Electrical System Start-up and Commissioning?Strong communication skills; verbal and written?Strong leadership skills; able to build and lead a team?Capable in coordinating and scheduling MEP activities?Aptitude for problem solving?Ability to work independently?Motivated self-starter?Effectively utilize computer and software technology in the performance of duties?Preconstruction / Equipment Procurement Experience?Willing to travelWe 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/.
Feb 23, 2026
Dublin, CA
|
Accounting / Finance
|
Perm
|
$120k - $130k (estimate)
{"JobID":498291,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-121.91,"Longitude":37.71,"Distance":null},"State":"California","Zip":"94568","ReferenceID":"SFR-606c8a5c-340d-438d-b64e-d2314fe82ba0","PostedDate":"\/Date(1771875933000)\/","Description":"An employer in Bay Area, California is seeking a Manger of Energy Management to join their team. This person will - Wear multiple hats across operations, energy, and facilities- Support the opening of approximately 25?40 new stores per quarter- Manage the end-to-end process to ensure stores open on time, including:- Coordinating with internal teams and external partnersTracking milestones and resolving delays- Track and manage energy and utility contracts across the portfolio- Oversee ongoing energy-saving programs, which require detailed data analysis and performance tracking- Identify and propose new energy-saving initiatives to reduce operating costs- Ensure utility accounts are properly set up, billed, and paid so services are not interrupted (e.g., preventing power shutoffs)Other responsibilities include:? Manage performance of external partners for utility bill payment, energy management, and BMS system/network maintenance.? Lead coordinator team in the timely, professional, and efficient delivery of responsibilities? Work with internal and external constituents, including utility companies in the set-up, delivery and planning of utilities. Similarly work to integrate data and processes from external partners into internal systems.? Work closely with all constituents, within and outside department, on invoice processing, periodic expense, and capital closing as well as budget and forecast planning.? Effectively and professionally support service escalations from store field team and other constituents.? Work closely with the Director and other areas in support of the company\u0027s sustainability (CSR) goals and reporting requirements.? Deliver timely and cost-effective repairs of BMS related equipment.? Identify expense and operational improvements and partner as appropriate to gain approval to implement new ideas.? Provide meaningful periodic and ad hoc reporting for all services and costs related to responsibilities.? Maintain a strong awareness of the overall retail energy industry, including regulatory, commodity and conservation environments that can be risks or opportunities for the company.? Support overall Store Facilities department as part of management team on special assignments, emergency response, and by being on-call for store emergencies on a rotating weekly basis with the other managers on the team.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":"Manager of Energy Management","City":"Dublin","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- 5-10 years of experience analyzing energy management systems for corporate or retail environments- Bachelor\u0027s Degree- Tableau or Power BI experience","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":130000.0000,"SalaryLow":120000.0000,"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)\/"}
An employer in Bay Area, California is seeking a Manger of Energy Management to join their team. This person will - Wear multiple hats across operations, energy, and facilities- Support the opening... of approximately 25?40 new stores per quarter- Manage the end-to-end process to ensure stores open on time, including:- Coordinating with internal teams and external partnersTracking milestones and resolving delays- Track and manage energy and utility contracts across the portfolio- Oversee ongoing energy-saving programs, which require detailed data analysis and performance tracking- Identify and propose new energy-saving initiatives to reduce operating costs- Ensure utility accounts are properly set up, billed, and paid so services are not interrupted (e.g., preventing power shutoffs)Other responsibilities include:? Manage performance of external partners for utility bill payment, energy management, and BMS system/network maintenance.? Lead coordinator team in the timely, professional, and efficient delivery of responsibilities? Work with internal and external constituents, including utility companies in the set-up, delivery and planning of utilities. Similarly work to integrate data and processes from external partners into internal systems.? Work closely with all constituents, within and outside department, on invoice processing, periodic expense, and capital closing as well as budget and forecast planning.? Effectively and professionally support service escalations from store field team and other constituents.? Work closely with the Director and other areas in support of the company's sustainability (CSR) goals and reporting requirements.? Deliver timely and cost-effective repairs of BMS related equipment.? Identify expense and operational improvements and partner as appropriate to gain approval to implement new ideas.? Provide meaningful periodic and ad hoc reporting for all services and costs related to responsibilities.? Maintain a strong awareness of the overall retail energy industry, including regulatory, commodity and conservation environments that can be risks or opportunities for the company.? Support overall Store Facilities department as part of management team on special assignments, emergency response, and by being on-call for store emergencies on a rotating weekly basis with the other managers on the team.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Oct 16, 2025
Greenwich, CT
|
Accounting / Finance
|
Perm
|
$90k - $110k (estimate)
{"JobID":456498,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-73.6286,"Longitude":41.0355,"Distance":null},"State":"Connecticut","Zip":"06830","ReferenceID":"DGO-8f964fd3-a762-411b-b458-bfd77d825875","PostedDate":"\/Date(1760638253000)\/","Description":"The primary purpose of this role is to provide underwriting and administrative support for assigned accounts. Including but not limited to collecting data, account setup, producing quotes and binders, issuing policies and endorsements to either the Energy Casualty, General Casualty or Excess \u0026 Surplus Lines Property teams. The Underwriting Assistant will assist Underwriters with day-to-day processing tasks and provide underwriting and administrative support to Underwriters as required.Specific Responsibilities?Working with and supporting the assigned Underwriter to review account submission data and work with broker partners to obtain missing information.?Working in tandem with Underwriting to confirm policy issuance instructions for quotes, binders, policies, endorsements, notices, etc. and effectively complete coding/issuance.?Perform data entry and quality control checks of insurance policy information into in-house systems to agreed, defined standards of accuracy and timeliness.?Generate broker correspondence in electronic format (e-mail) related to transaction processing and informational follow up requests.?Perform ad hoc operational duties to support the Underwriting teams.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Underwriting Assistant","City":"Greenwich","ExpirationDate":null,"PriorityOrder":0,"Requirements":"?Some insurance industry experience is required. ?Self-motivated and willing to develop underwriting knowledge and skills.?Demonstrate high levels of accuracy and have good attention to detail.?Able to work as part of a team.?Good communication skills with focus on delivering strong customer service to external clients.?Degree level qualification.","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":110000.0000,"SalaryLow":90000.0000,"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 primary purpose of this role is to provide underwriting and administrative support for assigned accounts. Including but not limited to collecting data, account setup, producing quotes and... binders, issuing policies and endorsements to either the Energy Casualty, General Casualty or Excess & Surplus Lines Property teams. The Underwriting Assistant will assist Underwriters with day-to-day processing tasks and provide underwriting and administrative support to Underwriters as required.Specific Responsibilities?Working with and supporting the assigned Underwriter to review account submission data and work with broker partners to obtain missing information.?Working in tandem with Underwriting to confirm policy issuance instructions for quotes, binders, policies, endorsements, notices, etc. and effectively complete coding/issuance.?Perform data entry and quality control checks of insurance policy information into in-house systems to agreed, defined standards of accuracy and timeliness.?Generate broker correspondence in electronic format (e-mail) related to transaction processing and informational follow up requests.?Perform ad hoc operational duties to support the Underwriting 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/.
Jan 28, 2026
Houston, TX
|
Accounting / Finance
|
Perm
|
$15k - $25k (estimate)
{"JobID":487644,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-95.38,"Longitude":29.76,"Distance":null},"State":"Texas","Zip":"77056","ReferenceID":"HOU-b3f8590a-c6a5-4d83-bdae-9fb7fcccb6d6","PostedDate":"\/Date(1769559415000)\/","Description":"Collects, analyzes, monitors, and reports on the organization?s financial matters, managing and ensuring compliance with the organization?s financial policies, professional standards and all laws. Responsible for financial forecasting and reporting for the organization which is used for strategic decision making.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Senior Financial Analyst ? INTL India","City":"Houston","ExpirationDate":null,"PriorityOrder":0,"Requirements":"Job Responsibilities? Drives the monthly and quarterly financial forecasting and reporting process and performs value-added analysis to assist in decision making? Responsible for identifying business risks and opportunities and seeking process improvements? Performs a range of assignments and may lead projects within own discipline? Applies working knowledge of business and best practices gained through understanding of key business drivers and recognition of how own area integrates within organization? Works within broad guidelines and polices to accomplish objectives and goals? Solves moderately complex to complex problems and analyzes possible solutions using technical experience, judgement and precedents? Explains complex and/or sensitive information in a straightforward manner? Acts as a resource for colleagues, provides guidance to less experienced team members? Individual contributor working with limited oversight? Performs all other duties as assigned by managementQualifications? Bachelor?s degree in finance, business or related field? 2+ years of related experience.? Experience in a global company, preferably transaction, financial, or insurance by trade.? Experience supporting global stakeholders, working across time zones, and operating within multinational finance structures.? Demonstrated ability to provide constructive challenge, influence decisions, and proactively manage financial risks and opportunities.? Strong understanding of India statutory requirements and ability to translate global financial frameworks into local execution.? Ability to work independently, anticipate issues, and drive clarity in ambiguous environments","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":25000.0000,"SalaryLow":15000.0000,"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)\/"}
Collects, analyzes, monitors, and reports on the organization?s financial matters, managing and ensuring compliance with the organization?s financial policies, professional standards and all laws.... Responsible for financial forecasting and reporting for the organization which is used for strategic decision making.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/.
Feb 03, 2026
Hicksville, NY
|
Accounting / Finance
|
Perm
|
$72k - $100k (estimate)
{"JobID":490089,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-73.52,"Longitude":40.76,"Distance":null},"State":"New York","Zip":"11801","ReferenceID":"PHL-6d74cc85-c97a-4d89-b64c-1ce62806499e","PostedDate":"\/Date(1770139101000)\/","Description":"One of Insight Global\u0027s large banking clients is seeking a Financial Advisor for a full-time role in Hicksville, NY. The Financial Advisor (FA) role is a three-year program with a forgivable draw, designed for experienced financial advisors or planners who will deliver financial planning guidance and offer investment management solutions. The 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\u0027s goals. The role will serve as the central point of contact, responsible for providing client service \u0026 developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.Core Responsibilities:- Deliver comprehensive financial planning and investment guidance, including onboarding new clients through discovery, needs analysis, goal-based advice, and completion of required documentation.- Serve as the primary point of contact for Wealth clients, providing a differentiated service experience and ensuring all clients receive annual reviews, proactive outreach, and ongoing planning support.- Consistently meet quarterly and annual sales goals by deepening wallet share, anticipating client needs, recommending appropriate Wealth solutions, and generating leads through strong partnerships.- Identify referral opportunities across Retail, Small Business, Commercial, and HNW Wealth partners, supporting integrated relationship management and maximizing client value.- Maintain full compliance with all federal and state regulations, internal policies, AML/CIP requirements, -Continuing Education standards, and risk-management expectations.- Demonstrate customer-centricity by delivering legendary service, modeling WOW-level interactions, and continually improving the client and partner experience.- Contribute to a positive, inclusive, and collaborative team culture by sharing knowledge, mentoring new FAs, supporting Retail training, and participating in community and company initiatives.- Manage priorities effectively in a fast-paced environment, maintain strong communication with partners, and represent the company professionally in all internal and external interactions.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Financial Advisor - Hicksville, NY","City":"Hicksville","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- Bachelor\u0027s degree (strongly preferred)- SIE, Series 7 and 66 required (or Series 63 AND 65 to sub for 66)- Active L\u0026H certification or must obtain within the Licensing and Registration Schedule Self-directed upon hire- Possesses advanced knowledge of wealth products, services, and business-development strategies, with proven consultative sales experience and a track record of achieving sales goals across retail and small-business banking clients.- Demonstrates strong communication, organizational, and time-management skills, with the ability to build effective partnerships and relationships across departments.- Able to travel and commute daily within the assigned market to meet prospects, clients, and internal partners, maintaining a consistent presence in the field five days a week.","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":100000.0000,"SalaryLow":72280.0000,"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)\/"}
One of Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in Hicksville, NY. The Financial Advisor (FA) role is a three-year program with a forgivable draw,... designed for experienced financial advisors or planners who will deliver financial planning guidance and offer investment management solutions. The 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.Core Responsibilities:- Deliver comprehensive financial planning and investment guidance, including onboarding new clients through discovery, needs analysis, goal-based advice, and completion of required documentation.- Serve as the primary point of contact for Wealth clients, providing a differentiated service experience and ensuring all clients receive annual reviews, proactive outreach, and ongoing planning support.- Consistently meet quarterly and annual sales goals by deepening wallet share, anticipating client needs, recommending appropriate Wealth solutions, and generating leads through strong partnerships.- Identify referral opportunities across Retail, Small Business, Commercial, and HNW Wealth partners, supporting integrated relationship management and maximizing client value.- Maintain full compliance with all federal and state regulations, internal policies, AML/CIP requirements, -Continuing Education standards, and risk-management expectations.- Demonstrate customer-centricity by delivering legendary service, modeling WOW-level interactions, and continually improving the client and partner experience.- Contribute to a positive, inclusive, and collaborative team culture by sharing knowledge, mentoring new FAs, supporting Retail training, and participating in community and company initiatives.- Manage priorities effectively in a fast-paced environment, maintain strong communication with partners, and represent the company professionally in all internal and external interactions.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/.
Feb 03, 2026
Hauppauge, NY
|
Accounting / Finance
|
Perm
|
$72k - $100k (estimate)
{"JobID":490095,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-73.21,"Longitude":40.82,"Distance":null},"State":"New York","Zip":"11788","ReferenceID":"PHL-258f2716-e57d-4405-8479-b727f6a9d636","PostedDate":"\/Date(1770139211000)\/","Description":"One of Insight Global\u0027s large banking clients is seeking a Financial Advisor for a full-time role in Hauppauge, NY. The Financial Advisor (FA) role is a three-year program with a forgivable draw, designed for experienced financial advisors or planners who will deliver financial planning guidance and offer investment management solutions. The 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\u0027s goals. The role will serve as the central point of contact, responsible for providing client service \u0026 developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.Core Responsibilities:- Deliver comprehensive financial planning and investment guidance, including onboarding new clients through discovery, needs analysis, goal-based advice, and completion of required documentation.- Serve as the primary point of contact for Wealth clients, providing a differentiated service experience and ensuring all clients receive annual reviews, proactive outreach, and ongoing planning support.- Consistently meet quarterly and annual sales goals by deepening wallet share, anticipating client needs, recommending appropriate Wealth solutions, and generating leads through strong partnerships.- Identify referral opportunities across Retail, Small Business, Commercial, and HNW Wealth partners, supporting integrated relationship management and maximizing client value.- Maintain full compliance with all federal and state regulations, internal policies, AML/CIP requirements, -Continuing Education standards, and risk-management expectations.- Demonstrate customer-centricity by delivering legendary service, modeling WOW-level interactions, and continually improving the client and partner experience.- Contribute to a positive, inclusive, and collaborative team culture by sharing knowledge, mentoring new FAs, supporting Retail training, and participating in community and company initiatives.- Manage priorities effectively in a fast-paced environment, maintain strong communication with partners, and represent the company professionally in all internal and external interactions.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Financial Advisor - Hauppauge, NY","City":"Hauppauge","ExpirationDate":null,"PriorityOrder":0,"Requirements":"- Bachelor\u0027s degree (strongly preferred)- SIE, Series 7 and 66 required (or Series 63 AND 65 to sub for 66)- Active L\u0026H certification or must obtain within the Licensing and Registration Schedule Self-directed upon hire- Possesses advanced knowledge of wealth products, services, and business-development strategies, with proven consultative sales experience and a track record of achieving sales goals across retail and small-business banking clients.- Demonstrates strong communication, organizational, and time-management skills, with the ability to build effective partnerships and relationships across departments.- Able to travel and commute daily within the assigned market to meet prospects, clients, and internal partners, maintaining a consistent presence in the field five days a week.","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":100000.0000,"SalaryLow":72280.0000,"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)\/"}
One of Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in Hauppauge, NY. The Financial Advisor (FA) role is a three-year program with a forgivable draw,... designed for experienced financial advisors or planners who will deliver financial planning guidance and offer investment management solutions. The 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.Core Responsibilities:- Deliver comprehensive financial planning and investment guidance, including onboarding new clients through discovery, needs analysis, goal-based advice, and completion of required documentation.- Serve as the primary point of contact for Wealth clients, providing a differentiated service experience and ensuring all clients receive annual reviews, proactive outreach, and ongoing planning support.- Consistently meet quarterly and annual sales goals by deepening wallet share, anticipating client needs, recommending appropriate Wealth solutions, and generating leads through strong partnerships.- Identify referral opportunities across Retail, Small Business, Commercial, and HNW Wealth partners, supporting integrated relationship management and maximizing client value.- Maintain full compliance with all federal and state regulations, internal policies, AML/CIP requirements, -Continuing Education standards, and risk-management expectations.- Demonstrate customer-centricity by delivering legendary service, modeling WOW-level interactions, and continually improving the client and partner experience.- Contribute to a positive, inclusive, and collaborative team culture by sharing knowledge, mentoring new FAs, supporting Retail training, and participating in community and company initiatives.- Manage priorities effectively in a fast-paced environment, maintain strong communication with partners, and represent the company professionally in all internal and external interactions.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/.