Job Search Results for Finance

The Advanced Planning Consultant services as a financial planning expert to Advisors in developing financial plans. You will partner with Advisors at all levels of experience to ensure that clients... More receive holistic plans which provide an accurate analysis of their current financial situation, an assessment of risk and opportunities, and strategic options to enhance client outcomes. This role serves as a subject matter expert on the financial planning process, plan development and case design, and selection of financial products. This candidate will need expert knowledge of financial planning concepts:-Retirement Income Planning Strategies- Retirement income sources and income taxation-IRA and Qualified Retirement Plan features benefits, distribution option and taxation rules -Strategies for generating tax-efficient income to meet spending needs in retirement, accounting for pensions, annuities, investments and other sources -Social Security and Medicare Planning -Military and Federal Employee Benefits- Retirement planning and survivorship considerations -Long-term care planning and strategies -Survivorship and Estate PlanningWe 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

The Document Clerk will be responsible for prepping physical files of mortgage loan documents. This includes document deconstruction and reconstruction projects. The tasks can vary from labeling,... More taking out staples, confirming accuracy, and various administrative work. The volumes may vary depending on the request, project, or task assigned. There is potential for cross-training across departments but this role involves repetitive work and ability to meet daily deadlines.? The ideal candidate has experience with basic Excel, great communication, work ethic, and comfortable with repetitive tasks. This role is paying $17/hr with a shift of 3:30PM - 12:00AM.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

The Document Review Associate will be joining the warehouse team of 5 to perform clerical work such as labeling files, data uploads, Bailee processing, reviewing criteria, and investigating documents... More for clients. This includes the review of incoming files and responding to requests by email for reinstatements and releases while maintaining deadlines or service level agreements for clients. The team works collaboratively in a fast paced environment and can manage 500-1,000 loans a day. The ideal candidate has strong experience with Excel, Mortgage Review, and a go getter attitude. This role is paying $17/hr with hours of 8:00-5:00PM EST.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is seeking a Senior Financial Analyst for a leading title insurance company. This is a unique position that will require working on both Canadian and International financial accounting... More and reporting. The position requires a highly dynamic candidate with excellent general ledger and technical accounting skills, attention to detail, an ability to meet tight deadlines and a commitment to excellent performance. Experience with ERP system is a plus. Responsibilities:- Manage general ledger accounting, including month-end/quarter-end close, journal entries, and financial reporting.- Prepare and reconcile prepaids, accruals, payroll, balance sheet, and P&L accounts; support budget vs. actuals analysis for department leaders.- Handle treasury functions, including bank reconciliations, tax installments, and invoice coding review.- Maintain audit trails and support internal, external, tax, and regulatory audits.- Oversee Mexico US-GAAP close and reporting; prepare IFRS 17 entries, reconciliations, and regulatory filing support.- Analyze complex accounting issues, respond to ad hoc audit and management requests, and contribute to process improvements.- Participate in special projects 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/.Less

Insight Global is looking for an Accounts Payable Analyst to join their clients growing team, The right person should have 2-4 years of in depth Payables experience and a Bachelors degree in a... More related field. They will have a heavy influence in improving processes related to the STP organization and should have an existing comfort level working across multiple teams in this process. This person will be responsible for operational reporting, standardization, providing peer support, and serve as a senior point of escalation for the offshore payables team. They should have a strong analytical background and be comfortable managing large amounts of data to make informed conclusions and 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/.Less

Job description: Responsible for developing new business, underwriting, structuring and closing loans as well as maintaining and servicing existing loan and deposit portfolios. Work with other team... More members and departments to develop potential prospects, as well as referrals from existing customer base and other outside sources. Represent the bank through active participation in community and civic organizations. Provide secure, accurate, responsive, and courteous customer service to both internal and external customers at all times. Maintain strict confidentiality of customer and banking relationships. Be a trusted advisor to every internal and external customer. Inspires confidence and builds lasting relationships by consistently exhibiting each of the trusted advisor skills in order to help our customers identify and achieve their financial goals.Day to Day? Develop and underwrite loans for new and existing customers while adhering to the bank?s credit underwriting policies and approval processes for assigned loans.? Monitor existing loan portfolio to ensure proper risk rating and early identification of potential problems.? Maximize bank profitability through appropriate pricing of new loan originations, fee income and selling of all bank products and services.? Negotiate terms, structure financing based on risk considerations and present credits for approval to appropriate levels of authority. ? Work and resolve daily overdrafts.? Monitor and work past due loans and update the bank?s collection system.? Obtain and review financial information.? Review loan agreements to ensure they are complete and accurate and that borrowers are compliant.? Monitor draws on line of credit that are subject to borrowing base agreements.? Work closely with other lenders on joint relationships.? Prepare quarterly Action Plans on all assigned classified loan relationships.? Support the bank?s strong relationship banking culture through on-going customer contact, quality customer service and superior product knowledge.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?re partnering with a client to bring on a Financial Analyst to support their Public Works team. This role offers the opportunity to work on impactful projects involving financial analysis,... More budgeting, and contract management that directly support infrastructure and community initiatives. Responsibilities:- Support budget development, tracking, and analysis for departmental operations and projects- Assist with financial reporting, forecasting, and analysis- Manage and oversee procurement and contract processes from initiation through close- Review and process purchase requests and vendor contracts- Ensure financial activities align with internal policies, procedures, and compliance requirements- Partner with internal teams, vendors, and external stakeholders- Help track and manage grants and funding requirements- Prepare reports and presentations for leadership and stakeholders- Serve as a key point of contact for financial inquiries across the teamWe 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 Senior Financial Analyst to support a capital markets technology division within a leading financial institution. In this role, you will own a portion of the enterprise... More technology financials, serving as a trusted advisor and subject matter expert for a fast-moving, technically complex business unit. Successful candidates will be located in Montreal and willing to be on site 2 days a week.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 hiring a Property Tax Specialist to join one of Alberta's largest utility providers on a full-time basis, sitting out of Edmonton or Calgary Alberta. This position would require... More the candidate to work in-office Tuesday-Thursday. The primary responsibilities of this candidate will involve acting as the subject matter expert for property tax compliance across our Canadian and U.S. assets. You will be responsible for preparing, reviewing, and analyzing property tax assessments and payments, researching complex tax issues, and identifying opportunities to optimize our tax position. The successful candidate will also contribute to financial planning and business development projects where property taxes play a role, while maintaining strong relationships with assessors, municipal representatives, and internal stakeholders.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

Day to Day: Insight Global is seeking a Cost Accountant to work in John?s Creek, GA! This role will support global manufacturing operations to drive financial stability, cost optimization, and... More operational decision-making. The Cost Accountant is responsible for standard costing, variance analysis, budgeting, forecasting, and month-end close activities within a manufacturing environment.Daily Responsibilities: ?Review, maintain, and update standard costs, including periodic cost rolls and annual updates; ensure consistent costing methodologies?Analyze actual manufacturing costs vs. standard costs, including PPV, POV, absorption, labor, and overhead variances?Prepare and post journal entries, support month-end close, review balance sheets, and ensure accurate cut-off procedures ?Support manufacturing budgets and forecasts, including short- and long-range operating objectives?Provide financial analysis and reporting related to gross margin, labor, overhead, and inventory ?Partner with operations to drive cost reduction initiatives, including material cost savings, capacity utilization, logistics optimization, and working capital improvements ?Assist with capital investment modeling, tracking costs, savings, and ROI for manufacturing initiatives?Support ERP-related activities (SAP preferred), including product costing modules and reporting accuracy?Participate in SOX support and internal control activities as needed PR: $30-35/hrWe 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