Job Search Results for financial analyst

We are seeking a Principal Systems Analyst / Data Engineer to support enterprise mainframe modernization and capacity management initiatives. This role will focus on developing analytical and... More reporting capabilities to evaluate workload behavior, consumption patterns, and platform reduction efforts across both mainframe and distributed environments. The ideal candidate will operate as a highly technical contributor with a strong engineering and analytical background. This is not a traditional Systems Analyst role, but rather a backend-focused engineer who can independently pull, analyze, and interpret large-scale data to drive meaningful reporting and executive visibility. This position plays a critical role in building KPI reporting, workload analysis, and executive dashboards that demonstrate how modernization programs are supporting production and reducing mainframe utilization and operational complexity. Compensation: $70 - 90/hrExact compensation may vary based on several factors, including skills, experience, and education.Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.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

Our client is hiring a detail-oriented Client Service & Operations Analyst to support a high-priority client transition project while also contributing to ongoing client service and operational... More functions. This individual will play a critical role in ensuring a seamless onboarding experience for a large incoming firm and will continue supporting core client service workflows post-project. Primary Responsibilities:A. Client Service Project Support (Priority through end of May)? Lead preparation of Schwab/Fidelity paperwork for an incoming/merging firm (~500?700 households)? Ensure all documentation is completed accurately and on time for the end-of-May deadline? Organize and save all materials to designated folders for Technology team distributionB. Ongoing Client Service & Operations Support (Post-Project)? Account Maintenance Support:? Handle overflow requests across the client service team (address changes, statement retrieval, beneficiary updates, etc.)? Prepare documents for Client Service Associates (CSAs) to review and deliver to clients? Client Onboarding Support:? Assist with onboarding processes and documentation for new clients? Account Opening Support:Provide operational support for new account setup and submission workflowsWe 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

One of Insight Global?s customers is looking to onboard an Epic Cogito Analyst, III to their team. This role focuses on advanced data analytics, reporting, and administration within Epic?s Cogito... More suite. The ideal candidate will have strong technical expertise, a deep understanding of revenue data models, and excellent customer service skills. They will provide application support for Epic Cogito tools, including managing tickets for medical and dental systems, build and maintain reports, dashboards, and data visualizations using Epic tools such as SlicerDicer and Workbench, and manage ETL processes and ensure accurate data flow from Epic into the Data Warehouse. This is a permanent and remote opportunity.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 Data Governance Analyst to join a prestigious global law firm client. This firm generates over $3 billion in revenue and caters to clients in key hubs of business,... More finance, technology, and government. The analyst will partner closely with data engineers, BI architects, developers, and business stakeholders to improve data quality, enable self service analytics, and support enterprise reporting and data governance initiatives.Daily Responsibilities: ?Collaborate with data owners and stewards to define key data elements, quality standards, and governance practices?Analyze data and present insights in clear, accessible formats for business stakeholders?Develop reports and dashboards to support operational and strategic decision making?Interpret data trends and patterns to provide actionable business insights?Drive continuous data quality improvements by identifying issues and implementing sustainable mitigation plans?Develop and publish data quality dashboards to increase transparency and stakeholder confidence?Maintain system documentation, core data models, data lineage, report inventory, and data dictionary?Support stakeholder inquiries, perform stewardship tasks, and conduct QA testing for enhancements and small projectsThis is a full-time position, hybrid 3 days a week, in Boston.Compensation:$115,000-$130,000 per year annual salary. This role is eligible for a discretionary bonus based on performance. Exact compensation may vary based on several factors, including skills, experience, geographic location, education, and consideration of internal equity.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

Business & Data Analysis? Working closely with business stakeholders to gather, analyze, and document requirements for the data repository project from each finance department to understand data... More sources, business requirements, and reporting needs.? Partner with Finance, HR, and ITS stakeholders to understand business processes, data definitions, and reporting needs? Translate business requirements into functional and technical specifications for data ingestion, transformation, and consumption? Creating and leading systems requirement documentation standards, including Use Case modeling, User Story creations and narrative description.? Collaborating with the data architect to ensure the planned data repository meets UC Finance business requirements.Data Lake & System Integration? Serve as a key contributor to the design and evolution of an AWS-based data lake architecture? Work closely with data engineers and architects on integrations using AWS services such as Glue, Lambda, S3, Athena, Lake Formation, and QuickSight? Conducting data profiling and data quality analysis using SQL and Python.? Developing and maintaining mapping documents and source-to-target specifications.? Support API-based, batch, and event-driven integrations across enterprise systemsDelivery & Cross-Functional Collaboration? Act as the primary liaison between business stakeholders, data engineering, analytics, and ITS team? Participating and leading backlog refinement, sprint planning, daily stand-ups, and retrospectives.? Creating test plans, execution of unit testing, and UAT activities for data and integration initiatives.? Ensure solutions align with institutional priorities, data governance standards, privacy requirements, and compliance obligations? Communicating technical information to technical and non-technical personnel at various levels within an organization.?Governance, Security & Documentation? Support data governance practices, including data definitions, lineage, access controls, and auditability? Ensure appropriate handling of sensitive financial and payroll/personnel data (PII/PHI where applicable)? Produce clear, thorough documentation including requirements, data models, process flows, and test scenariosWe 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 seek a detailed, motivated, and experienced trader to join our Asset Management Team. We are a growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio, offering financial... More planning and wealth management services. This individual should have in depth knowledge of financial markets, be a quick learner, and be able to work well in a team as communication within and across departments are key. The position will primarily support the asset management team with daily trade execution and portfolio management operations. Responsibilities include:- All aspects of trade calculation, execution, and communication with custodians and teammates.- Reviews all activity for accuracy of account information.- Ensures correct ticket entry and order routing.- Maintain communication with team and assists in resolving any settlement problems.- Reconcile daily and monthly reports as assigned.- Monitor portfolio drift to ensure adherence to strategy and client target allocations.- Support advisors with complex trading requests.- Daily management of routine and ad-hoc trading operations and workflow including, but not limited to, dollar cost averaging, ongoing cash raises, reporting functions, and investment research.- Ongoing collaboration with back-office, advisory, customer service, and compliance teams to ensure accurate and bestpractices are being followed.- Identify and implement process improvements to drive efficiencies within the department.- Maintains and updates of all the centrally managed models within our trading system.- Adherence to GIPS policy standards and procedures while preparing and executing trades.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 Configuration Analyst (Level 2 or Level 3) to support a highly regulated program within a closed-area, onsite environment in Boulder, CO. This role is a key driver of... More configuration and data management activities, ensuring product baselines, technical documentation, and contractual deliverables are accurately maintained and delivered on schedule.The Configuration Analyst will work cross-functionally with Program Leadership, Engineering, DevOps, Technical SMEs and the end customer to manage configuration baselines, oversee change control processes, and ensure program milestones and customer deliverables are met. This role requires strong attention to detail, technical writing capability, and the ability to operate in a fast-paced, meeting-heavy environment with high visibility to Program leadership, deliverables and milestones. This position may be filled at either a Level 2 or Level 3 based on qualifications and experience. This is a 9 month contract-to-hire supporting the prime.Pay Range: ~$75,000-140,000 annually. Exact compensation may vary based on several factors, including skills, experience, and education. Benefits eligibility on day one of employment ? Package includes medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching (vesting period applies). Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable state law.________________________________________Key Responsibilities?Support Configuration Control Boards (CCBs) and related processes, including Engineering Change Requests (ECRs), Trouble Reports (TRs), and Drawing Revision Notices (DRNs)?Process Engineering Change Proposals (ECPs) and Requests for Variance (RFVs)?Capture, manage, and audit product configuration baselines (Functional, Allocated, and Product)?Conduct configuration status accounting, audits, and data integrity scans?Prepare, manage, and deliver customer and supplier contractual deliverables (CDRLs, SDRLs, ESTRLs, DALs) in accordance with program milestones?Generate and maintain static program reporting required by the customer (non-financial)?Support Defect Review Boards (DRBs) and production/sustainment reviews?Develop, release, and verify technical data and media, ensuring proper markings and compliance?Assist with certification data packages for test events and customer engagements?Conduct peer and document reviews of classified and unclassified technical materials?Support Agile PI planning, Scrum team activities, and Jira-based workflows?Maintain configuration management plans, procedures, and support internal/external audits?Collaborate closely with Program Directors, Engineering Leadership, DevOps, and technical stakeholders?Identify opportunities to improve CM/DM processes, efficiency, and quality?Develop solutions to complex issues with minimal oversightWe 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

Seeking an experienced Project Controls Analyst II to support civil and gas-related construction projects. This role is ideal for a data-driven PCA who is comfortable working across multiple... More functional areas, building forecasting tools, and using Excel and SAP to drive project insights. The PCA II will support project forecasting, cost controls, and reporting, while also contributing to process improvement and knowledge sharing across the PCA team.Onsite in San Ramon - 1x/month!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

This role will support both a budget system implementation (Sherpa BFM) and a Budget-to-Report (B2R) workstream within an SAP transformation. This person acts as the bridge between Finance/Budget... More teams, IT/data teams, and external implementation partners.? Gather and document business requirements and processes across budgeting, reporting, and financial operations; identify gaps and define future-state workflows.? Translate requirements into system configuration and functional specifications, partnering with technical teams on setup, enhancements, and reporting needs.? Support reporting and analytics, including designing, validating, and maintaining financial and budget reports and dashboards.? Lead data migration and validation efforts, including data mapping, cleansing, reconciliation, and issue resolution.? Execute testing across all phases (unit, integration, UAT), including test case development, defect tracking, and validation of fixes.? Coordinate stakeholders and support delivery, including status updates, training support, and post-go-live activities such as system optimization and user support.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

Our client is seeking a highly motivated and client-focused Client Relationship Specialist to support our Wealth Management division in Century City. This role is ideal for professionals with a... More strong background in banking and investment services who thrive in a fast-paced, client facing environment. You will play a key role in supporting high-net-worth clients and bridging the gap between banking, brokerage, and investment services. Key Responsibilities? Serve as a primary point of contact for high-net-worth clients, ensuring exceptional service and relationship management.? Support money movement, account maintenance, and back-office operations.? Collaborate with investment and banking teams to deliver integrated wealth solutions.? Utilize Salesforce and other internal systems to manage client interactions and documentation.Assist with brokerage investment activities and ensure compliance with regulatory requirements.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less