Job Search Results for financial analyst

A large financial client is looking for a Brokerage Account Operations analyst to join the team. The role is responsible for opening accounts for all Brokerage, FX, and RIA accounts. The person will... More be reviewing and verifying client onboarding documentation for completeness, as well as establishing accounts by accurately entering client information into various Core Banking systems. Additionally, ensuring all client data, including maintenance requests are gathered, logged, processed, verified and addressed in a timely and accurate manner.Primary responsibilities:- Receive and log client/account opening instructions and confirm receipt back to sender.- Prepare and sort source documents for review based on priority set by business/client need.- Review source documents and assess account information to ensure it complies with requirements.- Analyze documentation for completeness and imperfections; settle discrepancies by utilizing standard procedures, or return unfinished/incorrect records to sender or the team leader for appropriate action.- Input of account opening data for new and existing clients by: Understanding the specific documentary requirements for each type of account opened, Ensuring receipt of applicable forms and addressing missing information, Reconciling documentation checklist, Enter information directly into internal systems- Ensure complete and accurate KYC information by: Collecting all required information and documentation from internal business partners, Ensuring adequate source of wealth is documented for each client, Satisfy the Bank's KYC due diligence policies and procedures- Validate that negative media alerts have been executed, review and escalate where necessary.- Verify that all data entered is reviewed and accurate prior to being sent for approval.- Archive completed work and ensure compliance with record retention requirements.- Communicate with internal business partners in a professional and timely manner when responds to processing requests, instructions, inquiries, issues, voicemails, and emails.- Partner with staff across the organization and forester strong relationships with the Business, Product areas, IT, and Operations to goals.- Escalate opportunities where process improvements exist and/or gaps in the process are identified.- Properly manage the expectations of internal business units when communicating and responding to processing requests, issues, voicemails and emails.- Assist and support department and team projects.- Meet standards for production volume, accuracy, and completeness.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

Understands how to automate processes, etc.Do heavy data-driven work and analysis.Breaks down the product to something you can transform into data for reporting purposes.Ability to drive, execute,... More and facilitate meetings. 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. 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 & Analytics Business Analyst for a top-tier financial services client. This role supports fast-moving AI, data science, and enterprise data initiatives, working at... More the intersection of front-office investment professionals and highly technical delivery teams. The ideal candidate is intellectually curious, business-savvy, and comfortable navigating ambiguity?owning requirements, driving UAT, and translating complex needs into practical, high-impact analytics and AI solutions. This is a highly visible role within a growing data and analytics organization, offering strong exposure to front-office stakeholders and cutting-edge technology initiatives.Day-to-Day?Elicit, analyze, and document business requirements for ADA?s portfolio of data science, ML, and AI products?Translate evolving front-office and business needs into clear, actionable specifications for technical teams?Serve as the primary bridge between data scientists/engineers and business stakeholders?Own UAT planning and execution across ADA workstreams, driving testing, issue resolution, and sign-off?Evaluate product UX and provide substantive feedback to improve usability and adoption?Maintain and manage the firm?s Data Demand Register for enterprise data needs?Run data demand intake processes with bankers and business leaders, helping structure unclear or emerging needs?Communicate demand pipeline status and data asset readiness to program stakeholders?Provide support to data governance initiatives as neededWe 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 major clients are seeking a Senior PowerPlan Business System Analyst to support their Finance and Accounting organization. The selected individual will be responsible for... More owning and optimizing the client?s PowerPlan environment, as well as streamlining interfaces across reporting tools. This role is central to ensuring data integrity, regulatory compliance, and smooth fixed asset lifecycle operations for one of the nation?s largest power generation cooperatives.?Serve as the go to business administrator for PowerPlan on-Prem, overseeing configuration, system integrity, security coordination, and ongoing maintenance?Stay current on PowerPlan updates, accounting requirements, and industry best practices?recommending improvements that enhance efficiency, controls, and reporting.?Ensure reliable, compliant, and accurate fixed asset accounting processes?Lead Cross Functional Impact to optimize PowerPlan?Partner closely with Fixed Asset Accounting, Planning, Treasury, Capital Projects, Operations, and Shared Services IT?Support capital project structure, work order setup, construction work in progress (CWIP), asset additions/retirements, depreciation, Asset Retirement Obligations (ARO), and loan tagging?Drive Enhancements & System Improvements?Lead requirements gathering, testing, and go live support for upgrades, new functionality, and integrations (Maximo, Lawson S3 / Infor CloudSuite FSM, Business Objects, Jedox, and internal interfaces)?Coordinate User Acceptance Testing (UAT), regression testing, approval workflows, and disaster recovery processes?Support and facilitate critical month end, quarter end, and yearend close steps within PowerPlan?Troubleshoot issues, validate results, and support reporting used for financial statements and regulatory filings?Guide and Empower Users?Create and maintain process documentation, training materials, and workflow maps?Deliver training and provide ongoing support to end users across the organization?Champion System Performance & Innovation?Monitor system performance and resolve issues with minimal disruptionWe 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

-Work with 5-6 project managers concurrently to support projects in various phases of design and construction.-Develop, implement, and maintain external and internal cost reports, cash flows and... More forecasts.-Report accurate updates to cost reports or forecasts.-Responsible for ensuring quality checks and inspections on project controls deliverables.-Ability to compare schedule to financial data to ensure consistency of project timeline.-Ability to integrate schedule data and other data sources in excel via formulas, pivot tables, macros, etc.-Analyze project controls reports, present findings and provide recommendations to the project controls team.-Ensure budget tracking against Purchase Orders or Subcontracts.-Responsible for the review of upstream (prime contract) / downstream (PO & subcontract) change orders.-Manage integrated data from one program to another. -Responsible for ensuring quality checks and inspections on project controls deliverables.-Serves as a point of contact for technical questions from APM's, PM's, Lead Engineers, or -Construction staff.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

Summary: We?re seeking a Technical Business Analyst to join one of our financial services clients in the Market Risk technology team focused on hands-on analysis and system-level problem solving.... More This role sits firmly on the technical side of the house?not project management or KYC/compliance operations?and is ideal for someone who enjoys deep investigative work with data, databases, and risk systems. You?ll partner closely with risk managers and developers to translate business and regulatory needs into clear technical requirements, acceptance criteria, and release documentation while supporting testing, demos, and release cycles. The team supports Market Risk reporting and analytics across multiple asset classes (equities, credit, rates, commodities, mortgages), working on tools used by risk managers and regulatory-facing reporting. You?ll leverage advanced Excel, SQL, and a working knowledge of Python to analyze market risk data, improve workflows, and enhance dashboards and analytics. This role offers strong exposure to Market Risk, VAR and stress-related initiatives, and an environment where curiosity, strong work ethic, and the ability to bridge business and technology are critical to success.Key Responsibilities? Serve as a Business Systems Analyst, bridging the gap between Market Risk stakeholders and developers? Perform deep, hands-on analysis of systems, data, and workflows? Gather and document requirements; write Business Requirements Documents (BRDs) and Functional Requirements Documents (FRDs)? Define and document acceptance criteria, release notes, and ?what are we releasing? summaries? Support release cycles, including testing, demos, and stakeholder walkthroughs? Attend scrum/agile ceremonies and collaborate with developers on active initiatives? Investigate data issues, analyze system behavior, and support enhanced workflows (may include light production support?type investigations)? Work on tools and platforms used by Market Risk managers, including risk reporting and analytics? Support initiatives that are regulatory-facing, ensuring accuracy, traceability, and completeness of data and reportingBuild and maintain Excel- and PowerPoint-based artifacts for analysis, reporting, and presentationsWe 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

Prepare and review federal, state, and local tax returns, ensuring accuracy and compliance with regulations. Conduct tax research and provide insights on changing tax laws and policies that impact... More the business. Assist with tax audits, responding to inquiries and preparing necessary documentation. Analyze financial data to identify tax-saving opportunities and improve overall tax efficiency. Collaborate with cross-functional teams, including finance and legal, to support tax-related initiatives.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

An international law firm spanning across the US/Europe/Asia is looking for an onsite Tier 2 Service Desk Analyst to join their 365, 24x7 Service Desk. The Service Desk supports roughly 3000+ end... More users. This analyst will sit onsite in the Seattle WA office 5 days a week. This role will primarily focus on 1st and 2nd level support handling software issues and more complex issues that may not have a KB written and it needs to be researched. Each field office has their own Desktop techs and this role will be a part of the Service Desk team - this team is encompassed of a virtual Tier 1, a virtual Tier 2 Application Support team and now onsite Tier 2 analysts. The onsite analysts can escalate internally to the virtual Tier 2 App team or to the Desktop team as needed. It is expected that this resource will be able to handle virtual and in-person live support. This resource will serve as one of the "faces" in person for the rest of the virtual service desk, so relationship building is key in this position. We want the end users to have a local onsite technician that they know. They won't be expected to be desktop support as there is another team responsible but more so be a trusted local Service Desk member and be able to connect with end users on a personal level. The firm is in the Top 50 largest law firms in the world; they focus on corporate, litigation, intellectual property, fund formation, public markets, employment, life sciences (#1 law firm for tech and life sciences IPOs), clean technology, real estate, financial services, retail, regulatory and energy practices. The firm received the following awards form Fortune Magazine: Best Companies to Work For, Best Workplaces for Women, Best Workplaces for Flexibility, Best Workplaces for Giving Back, and Best Workplaces for Parents.The Service Desk analyst will serve as the front line for the firm and will assist the organization in managing processes for Incident, Change, Service Request and Problem Management.We are seeking folks who are customer service-oriented, high energy, professional, and eager to learn new technologies. The total team of agents will be handling roughly 400-500 contacts a day (roughly 12-14/hr); roughly 33% of tickets are calls into the Service Desk, and 67% are emails coming in that will be allocated for scheduled calls. This role will require 1 day a month on the phone queue, but the majority of this role is technical research for complex issues, learning about more complex software support instances and staying up to date on new technologies being brought into their environment.Since this is a 365 desk there will be opportunities for the analyst to volunteer to work a holiday for 1.5 pay. The analyst will also accrue up to 10 days PTO to use. This role is a multi-year long engagement. Responsibilities:Provide responsive, timely and high-quality support to corporate customers regarding their technical inquiries, driving ownership and resolution of issues through critical thinking, technical proficiency, and excellent communication.- Research, resolve, and respond to complex questions received via emails, chat, and collaboration tools, providing support on the computing and collaboration environment, including the following systems, platforms, or technology:-Microsoft Office 365 Account Support, Password Resets, etc.-Windows 10; PC Laptop, Desktop and Mobile Device support-MS Office Productivity Suite functional support-Collaboration tools including but not limited to Zoom-Remote support toolsets including: ProxyPro-Support of Audio-Visual teleconference systems, equipment, and scheduling, such as Zoom Rooms-Acquire and maintain knowledge of updated supported platforms and releases, current support policies, and methods of support delivery, to provide technically accurate solutions to customers.-Attend structured and unstructured (shadow, OJT) training sessions offered within the group and assist in training workshops, as well as weekly Team training sessions.-Utilize ITSM ticketing system (such as ServiceNow) to classify, prioritize and enter details of each working interaction with appropriate level of detail and attention to completeness, accuracy, and grammar.-Participate in team projects that enhance the quality or efficiency of Service Desk service.-Average handling time ~9-13 minutes, handling 12-14 contacts/hourly.-Accurate troubleshooting notes, multi-tasking - documenting and troubleshooting simultaneously- The shift is 9am-6pmCompensation: $30-37/hr. Exact compensation may vary based on several factors, including skills, experience, and education.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 Epic Bridges Consultant for the largest health system in South Florida. The ideal candidate has 5+ years of experience with Epic Bridges and is Epic Bridges certified.... More This candidate will be creating and executing solutions for integrating financial and clinical data across multiple systems. This candidate must have the ability to understand data structures and technical specifications detailing data elements and HL7 message structures. They will provide proactive support by monitoring live connections and be responsible for creating/maintaining overall interface environment documentation. They must be able to prioritize tasks based on severity of user impact, resolve major incidents within the established time limits. They must be able to demonstrate thorough knowledge of computer systems, software, decision support systems, monitoring, report writing tools and electronic communication.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

?Gather and define business and functional requirements for enrollment and student success systems?Support initiatives across ERP, digital workflows, and engagement platforms?Analyze and document... More current-state vs future-state processes?Collaborate with technical teams to ensure requirements are clearly understood and delivered?Help manage priorities, timelines, and resource alignment?Support testing efforts and review of delivered solutions?Work closely with functional teams in enrollment and student success areasWe 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