Job Search Results for financial services

A large financial institution in Charlotte is seeking an experienced Software Engineer to support and enhance the UI layer of a Credit Risk platform. This role will work closely with multiple teams... More across Credit Risk, building and maintaining front-end solutions that enable business users to assess and manage risk effectively. The ideal candidate is hands-on, adaptable, and able to ramp up quickly in a complex environment.Key Responsibilities?Develop, enhance, and support UI applications for a Credit Risk platform?Build responsive, scalable front-end components using React and JavaScript?Collaborate with backend services built on Node.js and integrate data using SQL?Partner with cross-functional teams (risk, product, engineering) across Credit Risk?Troubleshoot, optimize, and support existing applications in a fast-paced environment?Quickly learn financial systems, data flows, and internal tools to contribute earlyWe 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 Descrption:Insight Global is seeking a Tax Accountant for a large Financial Services client in the St. Louis, MI area. The Tax Accountant will be responsible for financial reporting, the review... More of financial data, and results, analysis, and research of tax treatment. You?ll be tasked with gathering the data, reviewing tax filings, and ensuring all essential tasks are completed before the following quarter beings. This is a contract role through the beginning of June 2026. Key Responsibilities and Duties:?Assists with the preparation of appropriate tax forms and instruments for filing with federal, state and local jurisdictions.?Helps with filing tax payments on a daily, weekly and monthly basis. ?Assists reviewing financial statements, expenses and previous tax returns to contribute recommendations for completing future returns.?Applies knowledge of tax regulations to complete the complex accounting and reporting tasks.?Shares knowledge and experience internally to the organization's business functions when requested for proposal of RFP (request for proposal) responses or other tax-related topics.?Supports reviewing various tax issues that impact the company and drafts memos to document positions on said issues.?Seeks advice from senior management regarding challenging tax circumstances and other problems that require a more complex understanding of tax.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 higher education customer is looking for a foundations accountant to join their team. This person will be a part of the controllers office. The Controller?s Office, part of the Division of Finance... More and Administration, is responsible for processing all University disbursements, general ledger accounting, construction accounting, cash management, and fixed assets. The unit is responsible for the disbursement of all University funds (payroll and accounts payable) in accordance with University and state policies and procedures. This unit is also responsible for a myriad of financial reporting to federal and state agencies, including W-2 information, 941 information, and 1099 information. This unit is actively involved in the implementation of new administrative systems, including problem resolution, training, report writing, and data conversion. The areas within this unit are: Payroll, Accounts Payable, Fixed Assets, Foundation Finance, Cashiers and Student Accounts, and Financial Accounting.The primary purpose of Foundation Finance is to provide a full range of accounting and financial reporting services for the affiliated organizations that support the client. This is critical to the client as well as the five affiliated organizations. Accurate financial reporting is required by management to make financial decisions within the organization and the University. Accuracy is also essential for maintaining compliance with Federal and State laws, board decisions, and donor-imposed restrictions.Responsibilities include:? Prepare and analyze schedules for external auditors, support SOC report validation, and provide explanations necessary to maintain unqualified audit opinions for the affiliated entities.? Financial statements and related documentation must be completed accurately and on time. Support the annual RFP process for external audit services.? Ensure all balances reconcile to Banner.? Prepare audit schedules for all funds and reconcile all balances, including endowment, investment activity, and art inventory. ? Calculate and report on spending distributions, administrative fees, capital calls, and related liquidations and disbursements for the client and affiliated entities. ? Review and approve quasi-transfer requests.? Complete and analyze unitized market ledgers to ensure equitable distribution of earnings among participating funds. ? Must be knowledgeable of donor restrictions, underwater fund considerations, and special circumstances.? Market ledgers must be completed within 5 days of receiving custodian data. Accuracy and timely completion are critical.? Monitor all bank account reconciliations and ensure that correcting journal entries are completed the month following the discrepancy.? Review general ledgers for our 5 affiliated organizations on a monthly basis and perform account analyses, including investment-related activity.? This includes yearly management reports, budgets, and investment reports; periodic user-friendly financials, cash availability, and total return analyses, as well as surveys for various outside organizations.? Assist Financial Reporting during the Thirteen Months with blending of the foundations and investment activity into the client's financial statements, including investment footnotes and required schedules.? Prepare foundation and investment reports, analysis, and board-ready materials accurately and timely manner, ensuring all information is complete, accurate, and available in advance of meetings. Complete required surveys for external entities.? Respond timely to requests for information. Interact with development officers, fiscal agents, stockbrokers, staff, and donors to ensure proper handling of gifts, spending, and investment-related items.? Monitor EmbARK system to ensure all fixed assets and art inventory are accurately recorded and properly integrated with BannerWe 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 seeking a highly skilled Jr UX Researcher to join one of our largest national financial services clients. In this role you?ll join a growing research team of about 15 individuals (1... More service designer, 5 other UX researchers and 8 designers / capability owners). This client is currently working to reprioritize their 5 priority pillars, which are:1.Ultra-High Net Worth2.Banking & Lending3.Advisor & Client Platforms4.Foundations (Data Operations, Backend processes)5.New Client Onboarding. In this role you?ll help this client scale their capacity to generate, organize and share insights across the organization. You?ll partner closely with the UXR team which will include collaborating cross functionally across the enterprise to ensure the right insights reach the right people at the right time. To be successful on this team you must be organized and passionate about turning raw data into compelling stories that inform business decisions. Responsibilities:Insights & Reporting:? Build and maintain dashboards in Dovetail to surface themes, patterns, and findings from ongoing research? Synthesize qualitative and quantitative data into clear, digestible insight reports tailored to different stakeholder audiences? Proactively share findings with product, marketing, and other partner teams, ensuring insights are actionable and accessibleResearch Repository & Data Organization:? Own the organization and hygiene of our Dovetail research repository ? tagging, categorizing, and linking data so it?s discoverable across the org? Maintain a consistent taxonomy and naming system to make past research easy to find and reuse? Identify gaps in existing research coverage and flag them to the broader teamLightweight Research Execution:? Design and launch surveys using tools like Qualtrics or similar platforms? Conduct moderated user interviews with guidance and support from senior researchers? Assist with recruiting, scheduling, and logistics for research studies? Synthesize findings from studies you run and package them for team reviewWe 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

OverviewInsight Global is seeking a senior Database Administrator to support a top Canadian Banking Client within their AML, Fraud, and Financial Crime Technology group. This role will play a... More critical part in managing and enhancing database platforms that support multiple high-impact programs across fraud detection, transaction monitoring, and regulatory compliance initiatives.The successful candidate will work across several concurrent projects, supporting both database administration and development efforts within a complex, enterprise-scale banking environment.Key ResponsibilitiesManage and administer enterprise database environments with a primary focus on DB2, along with MySQL platformsSupport database design, development, and optimization efforts across AML, fraud, and compliance-related applicationsPartner with engineering, data, and application teams to ensure database performance, scalability, and reliabilityPerform database tuning, performance monitoring, backup/recovery, and troubleshootingContribute to database development activities including schema design, stored procedures, and query optimizationSupport multiple projects/programs simultaneously within the financial crime technology spaceEnsure proper data governance, security, and compliance standards are met within a regulated banking environmentAssist with database migrations, upgrades, and modernization initiativesWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

The Market Director is a key leader responsible for driving local growth by recruiting, launching, and developing financial advisor talent while supporting long-term team success. This role builds... More strong community and referral networks to attract high-quality candidates, maintains a consistent pipeline aligned to market growth goals, and partners cross-functionally to guide candidates through selection, licensing, and onboarding. The Market Director coaches advisors in building and executing business plans, provides hands-on support through joint fieldwork and mentorship, and leverages financial planning tools to deliver client-focused, purpose-driven advice. Additionally, this role fosters a high-performing, collaborative market culture by connecting advisors to development opportunities, strengthening community presence and brand awareness, and partnering with local and matrixed leaders to drive sustainable growth and operational excellence. Compensation for this role is a combination of base, bonus, and incentives. The applicable total compensation range for this full-time role is $145,000 - $211,000 per year, which is dependent upon performance.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/.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 Strategic Finance Lead will partner closely with senior leaders and cross-functional stakeholders to support strategic decision-making across business units. This role blends financial analysis,... More FP&A, and strategic thinking to evaluate business performance, inform long-term planning, and develop data-driven recommendations that supports operational and strategic objectives.The ideal candidate brings a strong analytical foundation, experience from investment banking or management consulting, and the ability to translate complex financial information into clear, compelling insights for executive audiences.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

Position OverviewThe Administrative Assistant will serve as a key support partner to leadership and brokers by managing incoming calls, client documentation, payroll tracking, and transactional... More records. This role is ideal for someone with experience in brokerage or financial services administration who is comfortable juggling multiple priorities and is interested in growing into an Administrative Lead role over time.Key ResponsibilitiesAnswer and manage incoming calls from brokers (approximately 15?20 calls per day)Support brokers with client files, records, and transactional documentationMaintain and organize client records and internal spreadsheetsAssist with payroll tracking using Excel spreadsheetsPrepare and manage client mailers and perform mail mergesHandle data entry and documentation using Microsoft Excel and WordSupport transaction processing and recordkeepingEnsure accuracy and organization of brokerage management recordsProvide general administrative support to leadership to reduce workload and improve efficiencyWe 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 looking for an experienced Regulatory Project Manager to lead the implementation of the SEC Rule 15c3-3 release for a financial services client based in Midtown Manhattan. This is a hybrid role... More (3 days onsite / 2 days remote).The PM will own the full project lifecycle ? from organizing the regulatory initiative and standing up governance structures, to executing workstreams and driving a clean close to BAU. You'll be embedded with key business and compliance stakeholders, leading working groups, tracking against budget, and ensuring the project lands on time and in good shape.Day to DayLead current state/gap analysis and coordinate implementation of the compliant target solution for SEC Rule 15c3-3Run working groups and steering committee meetings with internal and external stakeholdersBuild and maintain project artifacts: RACI, project plan, meeting minutes, status reports, ad-hoc presentationsTrack spend against budget and provide expense forecastingImplement controls and KPIs to monitor compliance and sustainability post-go-liveDeliver weekly status reports and escalate issues/risks proactivelyManage project closure including lessons learned and BAU transitionWe 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 a Sr. Java Developer to join one of its top financial clients 2 days a week in Princeton, NJ. The team this candidate will be the core developer for is the rebalancing... More team. The candidate will be responsible for both design and development of Java applications for the fixed income platform. The candidate will participate in multiple software development processes including requirement analysis, design, coding, testing and documentation. This role is 100% heads down independent coding. In order for a candidate to be successful in this role they should have 10+ years of strong Java experience in designing, developing, testing, and successfully deploying critical and complex projects.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