Job Search Results for financial advisor

We are seeking a hands-on Controller who can lead our accounting function while providing deep expertise in construction accounting, cost accounting, and project financial management.The ideal... More candidate understands how to translate project activity into accurate financial reporting and can provide leadership with clear visibility into project profitability, WIP, cash flow, and operational performance.Key ResponsibilitiesConstruction & Project Accounting?Own and maintain WIP schedules ?Oversee percentage-of-completion revenue recognition ?Manage job costing and project profitability reporting ?Review project margins and identify financial risks ?Track retention, progress billings, and change orders ?Partner closely with Project Managers and Operations Cost Accounting & Manufacturing?Maintain accurate inventory and cost accounting processes ?Analyze labor, material, and overhead costs ?Improve costing methodologies and margin reporting ?Support Engineer-to-Order manufacturing operations ?Ensure accurate allocation of project and manufacturing costs Financial Reporting?Lead month-end and year-end close ?Prepare GAAP-compliant financial statements ?Manage audits and tax support activities ?Ensure strong internal controls ?Produce management reporting and KPI dashboards Cash Flow & Financial Management?Develop and maintain cash flow forecasts ?Monitor working capital requirements ?Improve visibility into project cash cycles ?Support banking relationships and covenant compliance Leadership & Process Improvement?Lead and develop the accounting team ?Improve systems, workflows, and reporting processes ?Drive ERP and accounting system optimization ?Serve as the financial business partner to ownership and executive leadershipWhat Success Looks LikeWithin the first 12 months, the successful candidate will:?Establish reliable WIP and project profitability reporting ?Improve month-end close accuracy and speed ?Create visibility into project and manufacturing margins ?Strengthen cash flow forecasting ?Improve financial controls and reporting processes ?Become a trusted advisor to ownership and leadershipWe 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

The Senior Project Manager is responsible for the overall leadership, planning, execution, and financial performance of large-scale and complex mechanical construction projects, including HVAC,... More plumbing, piping, process piping, industrial, and design-build projects as applicable. This role provides strategic oversight from preconstruction through project closeout, ensuring projects are delivered safely, on schedule, within budget, and to the highest quality standards.The Senior Project Manager serves as a trusted advisor to clients, mentors project management staff, drives operational excellence, and collaborates closely with executive leadership, field operations, estimating, and business development teams to support company growth and profitability.Project Leadership & Execution? Lead the planning, coordination, and execution of complex mechanical construction projects and/or multiple concurrent projects.? Develop and implement comprehensive project execution strategies aligned with company objectives.? Establish project controls, schedules, staffing plans, procurement strategies, and risk mitigation plans.? Provide leadership and direction to project teams, including Project Managers, Assistant Project Managers, Project Engineers, and field leadership.? Ensure effective coordination between internal departments, subcontractors, vendors, owners, architects, engineers, and general contractors.Financial Management? Assume full responsibility for project profitability, cash flow, forecasting, and financial performance.? Develop and manage project budgets, labor productivity targets, cost forecasts, and financial reporting.? Review and approve project cost reports, billings, change orders, and procurement commitments.? Identify financial risks and implement corrective actions to protect margins and contractual entitlements.Contract Administration & Risk Management? Review and negotiate prime contracts, subcontracts, purchase agreements, and project-specific terms and conditions.? Lead project risk assessments and proactively manage contractual, operational, schedule, and financial risks.? Oversee management of RFIs, submittals, notices, change orders, and project documentation.? Ensure compliance with company policies, contractual requirements, and applicable codes and regulations.Client Relations & Business Development? Serve as the primary executive-level point of contact for owners, general contractors, engineers, and key stakeholders.? Build and maintain long-term client relationships that promote repeat business and strategic partnerships.? Support business development efforts through client engagement, project pursuits, presentations, and preconstruction activities.? Participate in project interviews, proposal development, and contract negotiations as needed.Procurement & Resource Management? Lead procurement strategy and major buyout activities for equipment, materials, and subcontracted work.? Review and approve key vendor and subcontractor selections and agreements.? Collaborate with operations leadership to optimize labor, equipment, and resource allocation across projects.? Support workforce planning and staffing strategies to ensure successful project execution.Field Operations Support? Partner with Superintendents and field leadership to drive project performance, productivity, and accountability.? Resolve complex constructability, scheduling, and coordination challenges.? Facilitate project planning sessions and ensure alignment between field and office teams.? Support implementation of lean construction practices and continuous improvement initiatives.Change Management & Resolution? Lead the identification, pricing, negotiation, and resolution of complex change orders.? Ensure timely documentation and recovery of all project impacts related to scope changes, delays, disruptions, and unforeseen conditions.? Support dispute avoidance and resolution efforts while protecting company interests.Quality & Safety Leadership? Champion a culture of safety, quality, and accountability throughout all assigned projects.? Ensure compliance with company safety programs, site-specific requirements, and regulatory standards.? Participate in incident investigations and corrective action planning as necessary.? Oversee project quality assurance and quality control programs to ensure successful turnover and client satisfaction.Team Development & Mentorship? Mentor and develop Project Managers, Assistant Project Managers, Project Engineers, and emerging leaders.? Provide coaching, performance feedback, and professional development support.? Promote best practices in project management, financial management, documentation, and client service.? Contribute to succession planning and organizational development initiatives.Project Closeout & Continuous Improvement? Ensure successful project turnover, commissioning support, training, warranty management, and final financial reconciliation.? Lead project reviews and lessons-learned sessions to improve future project performance.? Identify opportunities for process improvement and operational efficiencies across the organizationWe 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 large financial services clietn is looking for a Client Service Representative to join Custody Solutions. This person will serve as the frontline ambassador for our digital-forward custody... More platform. This role is designed for a high-energy professional capable of managing a high volume of inbound and outbound communications while delivering institutional-grade support to Registered Investment Advisors (RIAs). You will balance operational efficiency with a "client-first" advocacy mindset to drive asset retention and platform growth. This person will be focused on a certain aspect of their business called Custody. This willl entail having contact with registered investment advisors as well as clietns that are working thorugh the investement application. Key Responsibilities- Multi-Channel Communication: Serve as the primary point of contact for incoming calls, emails, faxes, and mailed correspondence from RIA firms and their end clients.- Inquiry Management: Efficiently route client inquiries to the appropriate internal processing teams to ensure timely resolution.- Client Advocacy & Risk Management: Navigate the intersection of internal risk protocols and external client needs, ensuring "win-win" outcomes while serving as the internal "voice of the client."- Feedback & Escalation: Systematically log advisor feedback and complaints via Salesforce and internal trackers; escalate critical issues to management to assist in project prioritization.- Relationship Maintenance: Maintain proactive communication with clients regarding platform updates, key industry events, or releases that may impact the relationship.- Cross-Functional Collaboration: Partner with front-office and back-office colleagues to ensure a seamless and exceptional client experience.- Subject Matter Expertise: Develop and maintain deep expertise across multiple Salesforce case categories and GSCS operational workflows.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 seeking an Alternative Operations Analyst to support a growing investment team responsible for managing 15+ alternative hedge funds (both internally managed and externally managed). This... More individual will play a key role in supporting fund operations across subscription activity, investor reporting, and ongoing fund oversight processes.This position will work cross-functionally with internal operations teams and support both in-house managed funds and third-party funds, helping ensure a seamless experience from an advisor and investor perspective.Responsibilities include:Process and manage private fund subscriptions and redemptions, ensuring accuracy and timely completionCoordinate delivery of investor reporting materials, including: - Audited financial statements - K-1s - Other fund-related documentationSupport review of monthly and quarterly NAV packages provided by third-party fund administrators (highly repeatable process)Partner with internal operations teams to support both: - In-house fund operations - External fund relationshipsAssist in coordinating workflows related to fund activity and investor servicingIdentify gaps, prioritize tasks, and proactively execute deliverables in a fast-paced environmentWe 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

Community Association Managers manage a portfolio of HOA communities (a mix of condominiums, single-family, and townhome associations), generally kept within similar metro areas. Managers build up to... More 10 properties by year one, hold at 10 for the first two years, then grow to ~12. They provide guidance and direction to boards, work with vendors on community projects, and act as a trusted leader/advisor to help boards make decisions on what work they can do and afford. There's no typical "day," but responsibilities across a month include:Community Management:-Advise and guide association boards on policy issues within their scope of authority, and implement board decisions. -Recognize when to consult the association's attorney for interpretation of statutes and documents. -Attend ~4?5 board meetings per month once at full portfolio (many in the evenings, roughly 50/50 remote vs. in person), and prepare monthly management reports and meeting agendas. -Perform regular property visits ? walking each property to note violations and maintenance issues (drive-throughs allowed in winter).-Handle day-to-day phone calls and emails, assist with dispute resolution/rules enforcement, and maintain association property records. Financial Management:-Review incoming work orders and approve/pay invoices (typically first thing each morning). -Report monthly on each association's financials, CD renewals, and bids gathered for projects like asphalt, roofing, or gutter work; help boards understand their financial position. -Prepare budgets/projections and communicate board directives to the accounting department. Facilities Management:-Oversee association grounds and buildings; arrange maintenance, repairs, and replacement of common elements. -Identify qualified contractors, negotiate contracts, and oversee vendor activity; gather and present bids and proposals. -Respond to emergencies promptly (e.g., water leaks) and handle homeowner complaints (irrigation, snow removal, etc.)Logistics & Environment:-Office based in Eden Prairie. First 90 days are in-office Monday?Thursday (Wednesdays always in-office thereafter), with added hybrid flexibility after 90 days. -Salaried position with untraditional hours required (evening board meetings, etc)-Strong autonomy and schedule flexibility ? managers own their own calendars. [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 a Manager of Benefits & Retirement. This person will be responsible for the strategic oversight, administration, compliance, and continuous improvement of employee... More benefits and retirement programs. This role leads benefit operations, vendor management, retirement plan administration, employee support, and regulatory compliance while ensuring programs remain competitive, cost-effective, and aligned with organizational goals. The position also manages a small team and serves as a key advisor on benefits strategy and employee well-being initiatives. This role is a fully onsite Monday-Friday 8am to 5pm.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 Solution Designer to support the ongoing operations and enhancement of a large-scale enterprise contact centre environment within a leading financial institution in... More downtown Toronto.This role is focused on day-to-day support, optimization, and continuous improvement of existing contact centre platforms rather than project-based transformation work. The successful candidate will act as a senior technical advisor ensuring the stability, scalability, and evolution of critical customer-facing systems.Responsibilities include:Provide ongoing solution design support across the contact centre ecosystem, ensuring systems remain stable, scalable, and aligned to business needsAct as the primary point of contact for design-related questions, enhancements, and issue resolution across contact centre technologiesPartner with operations, support teams, and business stakeholders to troubleshoot issues and improve system performanceTranslate new business requests or operational gaps into practical, supportable design updatesMaintain and evolve existing solutions across core capabilities:IVR and call routingCall recording and quality monitoringWorkforce managementAgent desktop and self-service channelsSupport and enhance integrations across backend systems (CRM, APIs, reporting, data platforms)Review and validate changes introduced by engineering or vendors to ensure alignment with existing architectureConduct impact assessments for system changes, incidents, and enhancementsMaintain and update solution documentation to reflect current-state architectureProvide mentorship and guidance to junior designers and support teamsWe 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 Senior Manager will lead a high-performing organization of cybersecurity architects, engineers, analysts, and technical specialists responsible for driving enterprise cybersecurity architecture,... More engineering, and strategic security initiatives across AI, Data, Application, and Cloud Security domains.This leader will be responsible for defining and executing the cybersecurity architecture and engineering strategy, leading major cross-functional security transformation programs, and partnering closely with Enterprise Architecture, Digital, Infrastructure, Application Development, Data & AI, and business leaders to embed security into enterprise technology initiatives. Responsibilities include organizational leadership, financial management, strategic planning, vendor management, governance, and people development across the Architecture & Engineering organization.The individual in this role is expected to serve as a collaborative leader and trusted advisor, building strong relationships across the enterprise while developing innovative security strategies that enable business growth and digital transformation. This role will drive execution of complex, global cybersecurity initiatives, ensuring high-quality technical solutions, operational excellence, and alignment with business priorities and cybersecurity strategy.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.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 hands-on AWS Solution Designer to support a leading Wealth Management organization in building enterprise-scale data platforms.This role will focus on data consolidation,... More data foundation buildout, and data automation, enabling scalable analytics and advisor/client insights. The ideal candidate will combine technical depth with leadership, driving architecture decisions while partnering closely with engineering and business teams. This role is hybrid 2x per week in office. Key Responsibilities- Design end-to-end AWS architectures for modern data and analytics platforms- Lead data consolidation and data foundation initiatives across Wealth systems- Build and enable DataOps pipelines (ingestion to transformation to consumption)- Contribute to architecture review processes, ensuring alignment with enterprise standards and policies- Support automation and CI/CD pipelines for data and infrastructure workflows- Partner with engineering and stakeholders to deliver scalable, production-ready solutions- Perform impact analysis and challenge design decisions to improve overall solution qualityWe 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