Job Search Results for financial analyst

One of Insight Global?s top clients within Investment Banking is looking for an RIA Custody Analyst to sit on site in Salt Lake City 5 days a week. This person will support the RIA Custody Broker... More Operations team. This team is responsible for partnering with the business and federation in order to facilitate business growth with a key focus on the risk and control around RIA initiated investment products. For every trade agreed, every new product launched or market entered, every transaction completed, this team is responsible for developing the processes and controls that makes business flow. Additional job responsibilities of the analyst will include : ? Gain a comprehensive understanding of the trade lifecycle and process flows of RIA initiatedinvestment products: equities, fixed income, mutual funds, retirement products, etc.? Partner with a teams of brokerage, execution and servicing experts to deliver top notch clientservice while ensuring exposure risks are appropriately mitigated.? Work alongside the business and federation in order to facilitate business growth with a key focuson the risk and control around RIA initiated investment products? Showcase your attention to detail and ability to manage several tasks at once.? Identify processes and controls improvement by leveraging constant evolving tools that can be usedto build scalabilityWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Day to Day: Insight Global's medical waste management client is seeking a Senior FP&A Analyst who will be responsible for providing strategic P&L and finance analysis for SCS Operations Leadership.... More Works directly with FP&A regional finance managers and RVPs/DOMs to drive forward the monthly financial forecast, annual operating plan, long range plan, specific project analysis, and various ad-hoc requests. This position requires a hybrid schedule, the candidate will be in our Bannockburn office Tuesday through Thursday. Responsibilities include: *Partners with Regional Finance Managers to provide ongoing support related to financial results by understanding business trends and drivers within the business to develop analysis-based recommendations for business. *Drives profitable and sustainable results by advising regional stakeholders on risks and opportunities developed through scenario analysis and sensitivity testing. Report these risks/opportunities up to Senior Finance and Business Leadership. *In partnership with the FP&A COE, performs in-depth analysis of monthly and quarterly results for assigned regions; develop narratives around variance analysis to present to key business leaders and senior leadership. *Develops financial models, financial/operational metrics, reporting, or other analytical tools to guide business decisions. *Responsible for the company's rolling forecast process for assigned regions (OPEX, Workforce Planning). *Performs other related duties as required or requested. This includes, but is not limited to, providing support to finance and/or other teams and special projects as needed. *Support in process of development of standard cost in coordination with our Standard Cost Manager inclusive of profitability and efficiency analysis and costing updates as necessary. *Helps facilitate issue resolution and instillation of Purchase Orders into the Planning process along with monthly expense accruals. *Coordinate with Strategic Sourcing team on impact of major contracts on financial results and financial forecast/plan. *Partnership with the Commercial Finance team to understand components and drivers of Customer, Service Line, and Product Line profitability. *Support the tracking of cost savings initiatives, efficiency initiatives, capital expenditure planning, and other strategic initiatives working in partnership with Engineering and TMO Office. *Perform other duties and responsibilities, as assigned.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

We are seeking a Senior Financial Business Analyst to lead a critical project focused on replacing core banking and finance systems. This role requires a seasoned consultant with strong analytical... More skills, executive-level maturity, and the ability to work under pressure in a fast-paced environment. The ideal candidate will have deep experience in finance and accounting projects, excellent communication skills, and proven success in Agile environments.Key Responsibilities- Analyze current state accounting flows and financial processes to understand how money moves through the organization.- Collaborate with business teams, operations, and multiple finance groups to design and document future-state processes for a new finance system.- Work closely with stakeholders to map financial system conversions, including settlement and reconciliation processes.- Interpret and simplify complex financial and technical concepts for non-technical audiences.- Act as a liaison between business and technology teams, ensuring alignment and clarity.- Support implementation of core banking system replacement (Fiserv) and related financial applications (SAP or similar).- Facilitate workshops, gather requirements, and produce detailed documentation.- Operate independently and provide leadership in high-pressure situations.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

We are looking for a skilled L2 AML Analyst to join the MSB/ Adverse Media team. This role involves conducting due diligence on customers identified by L1 analysts as having potential adverse or... More negative media. The analyst will assess the materiality of the findings and contribute to risk mitigation efforts. ? Conduct thorough due diligence and document findings in accordance with AML policies. ? Review and analyze PEP alerts escalated from L1 analysts. ? Determine whether the alert pertains to an existing customer. ? Assess whether the customer is a confirmed PEP ? Escalate confirmed PEP matches for EDD to the appropriate line of business.? Collaborate with internal stakeholders to escalate cases requiring further investigation. ? Focus on current alerts with no existing backlog.?Conducts investigative analysis by collecting, assessing, and collating case file information for AML, Sanctions/ABAC & Financial Crime investigations?Conducts data analysis, manipulation and interpretation looking for patterns and anomalies?Initiates investigations and/or responds to emerging AML and Sanctions/ABAC risks?Assists with reviewing and investigating court orders (subpoenas) related to criminal actions?Assists and coordinates investigations with various law enforcement agencies as delegated?Prepares and delivers AML, Sanctions/ABAC & Financial Crime and/or fraud detection/loss prevention training or updates to Bank Employees or other agencies as assignedWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is seeking a Compensation Analyst for one of their top clients. This role will serve as a subject matter expert and consultant, leading research and analysis related to compensation... More programs and structures. The role involves consulting on compensation policies and practices, collaborating with HR partners on compensation decisions, and ensuring the company's compensation structure remains competitive. The Compensation Analyst will conduct comprehensive analyses of compensation programs by evaluating job roles, market conditions, and internal data. They will participate in salary surveys, benchmark positions, and make informed recommendations on salary adjustments. Additionally, they will prepare reports, conduct audits to ensure compliance with internal policies and legal requirements, and provide compensation training to HR. The role also includes leading or contributing to special projects, such as pay equity studies and the implementation of new compensation tools or systems.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Evergreen is looking for a highly skilled and experienced Sr. Business Systems Analyst to join high-impact team building a next-generation consumer credit card origination platform for one of the... More largest financial services clients in the world. As the Senior Business Systems Analyst, you?ll bridge business and technology, driving technical requirements for consumer credit card workflows, real-time integrations with Visa and onboarding partners, and secure DevOps practices. The solution will integrate with Visa and onboarding partners, support real-time credit decisioning, and deliver a seamless servicing workflow including fraud management, statements, and payments. Future phases will integrate additional consumer and commercial cards. The Business Systems Analyst will be the lead BSA on the team. This individual should have very strong experience gathering technical requirements, writing technical documentation, gathering requirements for card origination and servicing, define integration workflows with onboarding partners and many other groups, support SDLC compliance and API/webook specifications, and collaborate with engineers, stakeholders, and various groups across the organization to deliver the consumer card platform. This involves everything from card origination, the card decisioning process, card distribution or dispersion, servicing and operations workflow, online statements, fraud management, and the overall backend data analytics. The ideal candidate will have the following:- Strong experience in credit card domain (origination, servicing, payments)- Knowledge of APIs, RESTful services, and real-time integrations- Familiarity with .NET, Azure, Snowflake, Kafka, CI/CD pipelines, and backend application development- Excellent technical documentation and detail orientated - Analytical skillsKey Responsibilities? Requirements Gathering & Documentation? Collaborate with stakeholders, financial advisors, and technical teams to define business requirements for credit card origination and servicing workflows.? Document SDLC compliance artifacts and integration specifications.? Functional Analysis & Solution Design? Map end-to-end processes: card application, credit decisioning, KYC, card issuance, servicing, and operations.? Define adverse action workflows for declined applications.? Ensure integration with Visa and onboarding partners for real-time transaction processing.? Integration & Technical Coordination? Work closely with engineers on API and webhook development for real-time interactions.? Support data formatting and integration into analytics platforms (e.g., Snowflake).? Assist in designing flows for fraud management, payments, and payoff processes.? Stakeholder Communication? Act as liaison between business units and technical teams.? Provide clear documentation for architectural decisions and integration points.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is searching for a Marketing Data Analyst to join a leading banking customer downtown Toronto. In this role, you will be responsible to help build new customer journeys and optimize... More existing journeys. This is a hybrid role and requires 3x/week in office.This role requires 80% technical support with SQL and PowerBI and 20% stakeholder communication.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

A client/employer of Insight Global is seeking a proactive and detail-oriented Lead Billing Data Analyst to oversee and manage the manual billing program for digital products. This role will lead a... More team of billing specialists, project managers, and collections/adjustment agents, ensuring accurate and timely billing operations. The ideal candidate combines strong leadership skills with operational expertise and a deep understanding of billing and financial processes.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

An employer is looking for a Project Controls Analyst to work for a leader in the utilities industry. This individual is going to be part of a large organization and helping identify cost analysis... More and budget discrepancies on work in field. In this role you will be supporting Non Major projects and making sure all cost analysis and forecasting on spend is accurate and up to date. You will also be responsible for scheduling out the projects and ensuring all resource and cost loading is up to date to track deliverables. We need this person to assist in validating invoices by taking companies data / work authorizations and marrying that feedback from vendors of what they complete.Other Responsibilities will include:Implement planning, review, control, startup execution and closeout processes and engage in process improvement activities.Revise, monitor and exercise configuration control of contract and project documents.Audit existing expenditure and ensure billed costs are aligned suitably.Guarantee project contract implementation and support project path, plan and scheduleWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Under administrative direction, the purpose of the position is to perform complex analysis and provide skilled assistance in the preparation of the budget process within the Office of Management and... More Budget of the Broward Sheriff's Office. Work involves performing budgetary and financial analysis, program operations and policy review analysis in the preparation and administration of a comprehensive annual budget. Work may involve budget responsibility for a major department and/or management analysis or participation in program evaluation and management projects. The position is responsible for the compilation, creation and preparation of a comprehensive annual budget for submission to Broward County Board of County Commissioners. Candidates should exercise considerable initiative and independent judgment in the conduct of duties, referring unique, unusual, or complex situations to an administrative superior for review and advisement. While it is a hybrid flexible position, applicants should be able to come on-site 5x p/week if need beWe are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less