Job Search Results for Finance

Insight Global is looking to hire a Mortgage Loan Closer in Carrollton, TX. This role is onsite Monday- Friday. This role acts as a key contributor to facilitate efficient and effective processes... More that support business and customer service objectives. Duties include: - Perform routine data entry and validation tasks- Initiate third party orders (title, appraisal, hazard, flood cert, credit, etc.)- Review and validate loan documents- Handle routine calls, emails and/or chat responses- Monitor work queues and intervening 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

? Review and sign off on federal and state tax returns for individuals, trusts, estates, non-profits, corporations, and partnerships.? Manage existing and build new client relationships.? Oversee tax... More planning strategies for clients and run tax projections.? Prepare internal memos, written tax guidance, and correspond with IRS and state tax authorities.? Support and collaborate with the advisory team on tax planning related functions.? Manage workflow, budgets, and billings.Evaluate and develop processes and procedures to improve tax department efficiency.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 Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the... More business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.Responsibilities:Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States.Manage accounts of high net worth investors and jointly develop financial strategies with the Private Bankers.Conduct sophisticated economic and financial market analyses.Analyze economic trends/activities and advise the effects on the investors' portfoliosRecommend changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on the investors' portfolios.Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base.Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.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 Business Analyst to support our clients Global Markets Organization. This team is responsible for all NFRR reporting from a Business Analysis perspective. There are 3... More areas of focus: Remediation, Controls, and Back Reporting. Each group is described below. We are looking to hire expertise in each team. Key Activities - Controls:This group is focused on implementing Control Frameworks for NFRR. Responsible for designing, implementing, and monitoring control frameworks to ensure ongoing compliance with MiFID II, EMIR, Asia and CFTC, SEC, CAD regulatory reporting requirements. Establish key controls, metrics, and surveillance mechanisms to detect reporting anomalies, perform regular control testing, and maintain comprehensive control documentation. Partner with first-line teams to embed controls and drive continuous improvement in reporting accuracy and timeliness.?kaizen and DROIT implementation?Design and implement control frameworks for regulatory reporting?Develop KPIs, KRIs, and monitoring dashboards?Perform control testing and effectiveness assessments?Maintain control documentation and RCSA (Risk & Control Self-Assessment)?Oversee data quality controls and reconciliation processesKey Activities ? Remediation :This group is responsible for identifying, investigating, and resolving regulatory reporting gaps and deficiencies across MiFID II, EMIR, and CFTC, SEC, CAD obligations. Lead remediation projects to address historical reporting failures, data quality issues, and regulatory breaches, working cross-functionally to implement sustainable fixes and ensure timely regulatory submissions. Drive root cause analysis and coordinate with technology, operations, and compliance teams to close identified gaps.?Investigate and remediate transaction reporting failures (MiFID, EMIR, CFTC)?Work with Engineers on solution design?Manage backlog clearance and resubmission projects?Conduct root cause analysis for reporting breaks?Coordinate with regulators on remediation plans and timelinesKey Activities ? Back Reporting:This group is responsible for ensuring accurate, timely, and compliant regulatory back reporting of trades and positions across global jurisdictions. Support the firm?s regulatory obligations by performing reconciliations, investigating reporting breaks, remediating historical reporting issues, and strengthening controls and processes. Partner closely with Technology, Legal, Compliance, and other Operations teams to manage regulatory change, improve data quality, and reduce operational risk in a rapidly evolving regulatory environment.?Perform reconciliations, back reporting, and exception management to meet regulatory requirements across regions?Investigate, remediate, and resolve reporting issues, including historical breaks and data inconsistencies?Strengthen controls and processes, including automation of manual back reporting activities?Partner with Technology, Legal, Compliance, and Operations to manage regulatory change and issue resolution?Support testing, documentation, and data analysis for reporting enhancements and strategic 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 Contracts Manager is responsible for reviewing, drafting, negotiating, and processing customer and vendor contracts, including agreements related to IT, Marketing, Fleet, RFPs, and re-rental... More activity. This role collaborates with cross-functional business and technical teams to ensure contracts are executed in alignment with company standards and risk guidelines.Negotiate and redline customer contracts tied to equipment rental and manufacturing equipment salesManage a high volume of contracts in a fast-paced environmentActively negotiate key risk provisions including:-Liability caps-Waivers of consequential damages-IndemnityManage contracts and workflows within Conga (document management system)Support RFP, RFI, and RFQ responses as neededUtilize and contribute to an existing clause libraryWe 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 right individual for this role will work with the firm's Billing Attorneys, assistants, and internal teams as a liaison with clients, for the purpose of resolving client non-payment issues to... More improve collection realization.Key Responsibilities and Essential Job Functions:Communicate and interact with attorneys, assistants, and clients.Manage assigned attorneys? inventory, specifically monitoring and resolving aged invoices, credit balances, and aged unbilled work.Handle all aspects of attorney and client outreach (via email, phone, and/or mail) to resolve non-payment issues.Respond to collection related requests quickly, effectively, and accurately.Work with peers and management on collection related requests.Partner with the Billing team to resolve auditing issues, reconciliation issues, and escalate concerns as needed.Communicate and report to leadership on delinquent collections and at risk inventory.Expected to maintain a regular and predictable work schedule and full attention to and engagement in work activities on behalf of the firm during business hours unless otherwise approved or required by applicable law.Special projects and duties as assigned.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

Role Overview:We are seeking an experienced Collections Specialist to manage business-to-business (B2B) past-due accounts and support our customers with billing and invoicing inquiries. This role... More also includes setting up new customer accounts, running credit checks, and maintaining accurate account records. The ideal candidate is detail-oriented, professional, and comfortable communicating with customers to resolve outstanding balances while preserving strong business relationships.D2D:-Contact customers regarding past-due invoices and work to resolve outstanding balances.-Respond promptly and professionally to customer inquiries related to billing, payments, and invoicing.-Set up new customer accounts, including gathering required documentation and running credit checks.-Maintain and update customer account information in internal systems.-Monitor aging reports and follow established collection procedures.-Collaborate with internal departments (Sales, Accounting, Customer Service) to resolve discrepancies.-Prepare and maintain accurate records of collection activities and customer communications.-Escalate delinquent accounts as needed in accordance with company 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

A leading brewery in St. Louis is looking to add a Materials Specialist to their team in St. Louis, MO. This person will be responsible for ordering materials, maintaining appropriate inventory... More levels, running weekly supplier meetings, and providing weekly reporting on team targets. They will manage email from numerous internal and external stakeholders with a high level of customer service. They will also be coordinating and communicating with vendors to ensure they are receiving and sending the appropriate level of materials. They will also build slides and present during weekly/monthly cross-functional meetings as needed. The ideal candidate will have experience in a leadership role, whether that be in college or the community - as well as have a Bachelor's Degree.This person must also be able to be onsite 5 days a week.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 to hire a Maintenance Group Leader to work for a client in the Dallas Forth Worth area.As a Maintenance Group Leader, you will lead a team of skilled maintenance... More technicians responsible for troubleshooting, repairing, and optimizing complex manufacturing equipment and processes. This role combines technical expertise with leadership to ensure safe, efficient, and high-quality operationsWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Our client, located in Goodlettsville, TN is looking for Licensing Specialists to join their team to support various functions within their department. This role requires you to be onsite 5-days a... More week. In this role, you will be responsible for maintaining all necessary licenses and permits to ensure each store is in proper compliance with its local & state jurisdiction. This is a fast-paced environment where priorities shift and no two days look the same. You will be considered for one of several open positions based on business need and individual strengths. An overview of the business areas in need are listed here:- Delinquent License & Tax: Research and resolve delinquent business licenses, personal property tax, and real estate tax issues.- General Business Licenses: Maintain compliance by researching, filing, and renewing business licenses across assigned states.- High-Touch Projects: Support cross-functional licensing projects such as data cleanup, backlog resolution, and alcohol/tobacco application processing.This is a great opportunity to contribute to high-visibility projects, support critical licensing operations, and gain experience working across different facets of the licensing function.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