Job Search Results for Finance

? Responsible for the credit and collection activities on their book of business, with an emphasis on deduction, skip and dispute resolution.? Navigates customers web portals to review vendor program... More debits and remittance information.? Prepares collection spreadsheets to assist in the collection of balances owed.? Analyzes, updates, and reviews credit files on regular basis, recommending changes in credit lines.? Places accounts on credit hold and releases orders as checks are received.? Accepts and processes payments on accounts, including checks by fax and other electronic payments.? Requests financial statements from customers, including the input of data into spreadsheets for analysis by the credit manager.? Maintains good working relationships with the customer?s accounts payable personnel and various SPR departments, primarily for the purpose of giving and obtaining information and working jointly on customer problems.? Maintains well organized electronic research files.? Answers phone calls and assists field personnel and customers.? Order credit reports, credit interchanges, and credit references 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

These individuals will be responsible for overseeing and managing a given portfolio ranging from 300-900 clients. These clients are strictly in the business/corporate realm and will be dealing with... More various departments as said client to ensure utmost client satisfaction as well resolved payment for their organization. The primary focus of this position is to handle/collect on customers past due accounts that carry a balance of at least $10,000. This individual may be responsible for high profile or classified accounts and need to have the ability to navigate conversations with a professional, problem solving demeanor. Additionally, you will be responsible for collaborating with various internal teams, peers, and management to ensure the portfolio expectation is hit on collecting. Responsibilities include but are not limited to --- Replying to customers with a sense of urgency- Escalating situations to the appropriate party or department when needed- May serve as an escalation point of contact for representatives- Able to multitask through various client inquiries, billing issues, ad hoc requests, purchase orders, etc.- Be resourceful and take in information through various scenarios to apply to different clients/accounts- Scheduling follow up meetings with customers in their given portfolio- Other duties assigned by management- Ability to pivot to solve other issues from different clients- Overall portfolio management with hundreds of clients- Reconciling accounts with high complexity that contain a large volumeWe 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 Veterinary Software Business Services & Subscription team is looking to add an additional Business Support Specialist member to our growing team to help meet business demands; the role is a... More unique combination of order entry and billing-related customer service. This team is part of the Veterinary Software Customer Experience division, a dynamic team that is focusing on improving the accuracy and response time of our customer experience across all IDEXX software from sale throughout the customer lifecycle.The Business Support Specialist will play a key role in ensuring accurate and timely billing of IDEXX software products and services. This individual will handle a variety of administrative and customer-facing tasks to support billing operations, including responding to customer inquiries, processing contracts, and maintaining accurate records per our audit standards.The ideal candidate will have strong attention to detail, excellent communication skills, and proficiency in data entry.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 to hire an Operations Associate to join one of Canada's largest banks' Group Plan team. This role is on-site in downtown Toronto 5 times a week. This individual will... More complete various transactions (transfers, redemptions, and switches). This individual will also be responsible for opening accounts, monitoring the centralized inbox and responding to inquiriesWe 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 to hire an HVAC Controls Technician to work for a large client in Houston, Texas. You will deal with the elements of running through point to points, calibrations,... More functional and integrated system testing, coordination with the project managers, and more. This role requires a strong understanding of control systems, problem-solving skills, and the ability to work under pressure. This position is part of the travel team , however, it is anticipated that hired individuals will be working on a project is Houston for ~ 1-3 years. You must be willing to travel via plane and flexible to work long hours if needed. Flight and hotel accommodations are covered by the companyDaily Tasks:? Daily startup procedures.? Running point-to-point checks (ensuring peripheral devices work with the controller).? System startup.? Functional testing (executing commissioning scripts).Communication and coordination with the project manager.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 Patient Account Representative (PAR) is responsible for the timely and accurate processing of patient accounts receivable billing and collections. The specific job duties will be comprised of a... More combination of responsibilities from among the various areas of PFS operations including Charge entry and charge batchbalancing, Electronic and hardcopy claims editing and submission to various payers (Government, Managed Care, and Commercial), Accounts receivable collections and payer follow-up, Payer denial review and appeals processing, Customer service, Payment applications, Credit balance review and resolution and Patient advocacy and risk management. Under initial close supervision, performs simple, often repetitive and routine duties. Responds to simple queries/issues, but recognizes deviation from accepted practice and refers non-routine issues to others. Works on assignmentsthat are routine in nature where limited judgment is required. Normally receives detailed instructions on all work.What you will do:? Account Reps: Follows up on unpaid accounts in patient accounting systems with the payers either by phone or via websites. Works payer denials based on claim process adjudication; Review accounts for possible underpayments; research contracts, guidelines and resolve payment with payer. Perform appeals with payer.? Performs bad debt request transfers as applicable. Performs or requests adjustment and contractual write offs as applicable? Billers: Reviews EPIC worklists and edits accounts as needed; Reviews Cirius claim edits and resolves edits; Reviews and resolves electronic acknowledgement payer rejections/denials; Rebills claims based on requests from Follow Up reps due to denials received. Resends claim as needed.? Cash Posting Reps: Posts payments; Work EPIC undistributed payment worklist; Posts adjustments related to payments. Processes refunds for accounts payable. Posts payment transfers from professional billing to hospital billing? Data Control Reps: Enters charges; Reviews EPIC worklist accounts with charge issues and resolves;? Researches charge issues and follows up with departments as needed. Complete charge corrections including adding diagnosis, transferring or reversing charges, combining accounts.? Maintains professional communication with various PFS staff, medical center staff, payors, physicians, and patients regarding the billing of services rendered . Communication may consist of telephone, correspondence, or in person contact.? Meets weekly individual productivity goals and standards while following planned priorities as set by the Team Manager/Coordinator.? Patient Advocacy Reps: Completes and processes charity applications; Reviews and validates high dollar self pay accounts before outsourcing to outside vendor; Handles patient calls and complaints. Requests referral of accounts to bad debt as applicableWe 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 in the Los Angeles area is looking for looking for an Account Follow Up Representative to support their Refund Specialty department. This role is full time and located on site in... More Irwindale, CA. The department in undergoing a cleanup objective to clear and resolve old credit balances, which will be focusing on balances from the past few years. In this role, this person will be working from an excel spreadsheet looking at overpayments from charge lines and research if they are valid or not. They will be confirming if payments and adjustments are posted correctly and verify the order of insurances to see if/ensure they are accurate. They will also be issuing refunds or performing offset initiations (prompting the payers to pay back the money, opposed to cutting a physical check). This practice works with all types of insurances: HMOs, PPOs, MediCare, MediCal, and Workers Comp. We?re seeking a candidate with experience in professional billing and collections, including a solid understanding of explanation of benefits (EOBs) and insurance payment processes. Additionally, experience with payment posting/refunds. Experience working with Epic EHR system is a huge plus. On a daily basis, this person will be working through these systems and billing work queue. The ideal individual will demonstrate exceptional customer service skills, maintain a positive and professional attitude, and be reliable and committed to a full 40-hour work week. This is a 6 month contract with high likelihood of extensions and conversion after contract.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 revenue accountant will own the reconciliation of Toronto Botanical Garden?s diverse revenue streams, ensuring transactions from systems such as Shopify, Raiser?s Edge, Eventbrite, and other... More revenue sources are accurately recorded and reconciled in QuickBooks. Responsible for investigating and resolving discrepancies between operational systems and financial records, perform complex account reconciliations, and ensure revenue recognition and deferred revenue entries are accurate and audit-ready. Performing monthly revenue variance analysis, identify trends and anomalies, and provide meaningful insights to support business decisions and organizational growth. Working closely with the CFO and leaders across the organization, you will support month-end close activities, improve financial processes and controls, and help prepare the organization for upcoming audits and continued expansion.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

One of Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in Greenpoint, NY. The Financial Advisor (FA) role is a three-year program with a forgivable draw,... More designed for experienced financial advisors or planners who will deliver financial planning guidance and offer investment management solutions. The FA will need to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.Core Responsibilities:- Deliver comprehensive financial planning and investment guidance, including onboarding new clients through discovery, needs analysis, goal-based advice, and completion of required documentation.- Serve as the primary point of contact for Wealth clients, providing a differentiated service experience and ensuring all clients receive annual reviews, proactive outreach, and ongoing planning support.- Consistently meet quarterly and annual sales goals by deepening wallet share, anticipating client needs, recommending appropriate Wealth solutions, and generating leads through strong partnerships.- Identify referral opportunities across Retail, Small Business, Commercial, and HNW Wealth partners, supporting integrated relationship management and maximizing client value.- Maintain full compliance with all federal and state regulations, internal policies, AML/CIP requirements, -Continuing Education standards, and risk-management expectations.- Demonstrate customer-centricity by delivering legendary service, modeling WOW-level interactions, and continually improving the client and partner experience.- Contribute to a positive, inclusive, and collaborative team culture by sharing knowledge, mentoring new FAs, supporting Retail training, and participating in community and company initiatives.- Manage priorities effectively in a fast-paced environment, maintain strong communication with partners, and represent the company professionally in all internal and external interactions.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 an experienced Executive Director of Student Financial Aid for a nationally recognized public research university located in Norfolk, Virginia. This leadership position... More reports directly to the Assistant Vice President for Enrollment Optimization and serves as a key member of the Enrollment Management team.This Executive Director will provide strategic and operational leadership for all student financial aid and scholarship programs, ensuring compliance with federal, state, and institutional regulations while supporting enrollment, retention, and student success goals. This individual will oversee day-to-day financial aid operations, lead a high-performing team, drive process improvements, and collaborate across the university to deliver a seamless, student-centered experience.Key Responsibilities/Day-to-Day: Financial Aid Leadership & Strategy? Lead all financial aid and scholarship operations in support of enrollment and retention objectives.? Develop and implement financial aid strategies that align with institutional goals and student success initiatives.? Analyze trends, outcomes, and performance metrics to drive continuous improvement.? Provide leadership in aid packaging, scholarship administration, and resource allocation.? Stay current on federal and state legislation impacting student financial aid programs.Compliance & Operational Oversight? Ensure compliance with all federal, state, and institutional financial aid regulations.? Maintain audit readiness and oversee all financial aid reporting and program reviews.? Establish and maintain strong internal controls, data integrity standards, and quality assurance practices.? Lead the effective utilization and optimization of financial aid systems, including Ellucian Banner.? Monitor operational effectiveness and implement process improvements that enhance efficiency and service delivery.Team Leadership & Organizational Development? Lead, mentor, and develop financial aid staff through training, coaching, and performance management.? Promote a culture of accountability, innovation, collaboration, and continuous improvement.? Oversee hiring, staffing, employee development, performance evaluations, and workforce planning.? Establish departmental goals, policies, and procedures that support institutional priorities.Student Experience & Cross-Functional Collaboration? Partner with Enrollment Management, Student Services, Advising, Academic Affairs, and other university stakeholders.? Develop service delivery models that improve accessibility and reduce barriers for students.? Establish customer service standards and oversee resolution of complex student issues.? Support communication strategies that help students and families navigate financial aid processes and requirements.? Ensure an equitable and inclusive approach to student service across diverse student populations.Strategic Partnership & Enrollment Support? Collaborate with university leadership on enrollment planning and financial aid strategy.? Support recruitment and retention initiatives through data-informed aid packaging and service models.? Build strong relationships with campus partners to enhance operational effectiveness and student outcomes.Compensation: $72-84/hr. Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role will start on the 31st 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