Job Search Results for Finance

Insight Global is looking to hire a Mortgage Underwriter to work for a client in Plano, TX. Duties include -, Perform complex data and document validation- Troubleshoot third party orders (title,... More appraisal, hazard, flood cert, credit, etc.)- Handle more complex calls, emails or chat sessions- Complete appraisal eligibility tasks- Evaluate loan applications for compliance with product guidelines- Perform other related duties as required and assigned- Demonstrate behaviors which are aligned with the organization?s desired culture and valuesWe 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 Staff Compliance and Risk Analyst for a fast-growing SaaS client. This high-impact role will serve as the strategic owner of the organization?s compliance and risk... More function, leading SOC 2 and ISO 27001 programs from readiness through ongoing certification. The ideal candidate is both strategic and hands-on?someone who can design scalable controls, automate compliance operations, and embed risk management into the fabric of product and business workflows. This role partners closely with engineering, security, legal, and leadership to ensure the company remains audit-ready while continuing to scale efficiently and securely.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 Market Analyst to support a fast-growing oil commodities and futures brokerage specializing in crude oil, refined products, and physical energy transactions. This role... More sits directly on a high-volume trading desk and is heavily focused on backend analytics, real-time trade entry, and flawless execution of physical product trades rather than trading or brokerage progression. You will be responsible for accurately capturing, validating, and submitting trade data for physical energy transactions under strict regulatory time windows, maintaining pricing structures, and ensuring trades are booked correctly and error-free in rapidly moving markets. This is a mission-critical role with zero tolerance for mistakes, ideal for someone who thrives in fast-paced environments, loves precision-driven work, and wants long-term stability in an analyst seat rather than a path into trading. This is a full-time, in-office position based in Houston, Texas (5 days/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

Description:Insight Global is seeking an Auditior supporting a broad and diverse client base. This individual will be responsible for executing remote audits, analyzing financial and operational... More data, and ensuring compliance across network partners. The ideal candidate is highly analytical, detail-oriented, and thrives in a fast-paced, collaborative environment. Responsibilities: ? Execute remote audits of accounts placed with network partners? Support and fulfill audit requests from a diverse client base? Collect, analyze, and interpret data to identify control deficiencies, duplication, fraud, or non-compliance? Prepare detailed audit reports and present findings to management? Track and manage documentation requests to network partners? Review returned documentation for accuracy and completeness? Conduct follow-ups with non-responsive partners or those providing inadequate informationMaintain detailed and organized audit recordsWe 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 client of Insight Global's is looking for an AVP to join their team. This is a permanent, onsite role with a salary range of $200k-$250k.We are a company committed to creating diverse and... More 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

Maintains collateral files and mortgage loan documents in support of the Wealth Management & Investment Services business line. Receives and prepares incoming materials for input into inventory,... More including receiving and shipping files/packages between various locations and verifying the quantity and condition of materials. This role will primarily involve, unloading boxes that come into the facility and handle organization of the boxes and its contents. Maintains orderly and accurate record of all files and related documents in Terminal Digit order. Locates requested documents and files to meet a deadline and accommodates rushed and established Service Level Agreements (SLAs). Performs manual movement of file folders of varying volumes while maintaining organization. Maintains and completes inventories as needed, resolving discrepancies in a timely manner. Research file or document activity as needed. Makes new labels for files and attaches to files or matches new file folders with labels to files. Re-files all documents in a timely manner, including inserting loose documents into corresponding files already shelved. This role is paying 17/hr.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 Accounting Operations Analyst ? Dispute Specialist is responsible for researching, auditing, and resolving invoice-related discrepancies through a high-volume, ticket-driven workflow. This role... More serves as a key liaison between Accounting Operations, Sales, and other internal teams to ensure accurate billing and payment outcomes for clients and providers.The ideal candidate is highly analytical, comfortable managing multiple workstreams, and able to independently investigate issues end-to-end without heavy reliance on email. This role requires strong triage skills, attention to detail, and the ability to trace financial data across systems and departments.Key Responsibilities- Receive, triage, and resolve requests submitted through the internal ticketing system related to invoicing and payment discrepancies.- Research and audit client and provider invoices to ensure accurate billing and payment in accordance with contractual terms.- Investigate underpayments and overpayments by tracing financial data across multiple internal systems and departments.- Partner closely with internal Sales teams, who submit tickets on behalf of clients or providers to understand and resolve disputes.- Collaborate with cross-functional teams (Accounting, Sales, Operations, and other departments) to gather information and identify root causes.- Execute resolutions independently and ensure findings are clearly documented.- Manage a personal queue of active invoice disputes, often handling up to 50 invoices at a time.- Support a high-volume environment, with the organization processing approximately 1,100 invoices per month.- Ensure issues are resolved accurately, efficiently, and in a timely manner, minimizing repeat disputes.Maintain professionalism and clarity in all internal communications related to dispute resolution.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 Client Service and Activation Lead for a client in the benefits industry. This role will support Workday Benefits implementations and ongoing client relationships.... More This role is split evenly between client-facing project management and hands-on system administration. This individual will act as a key liaison between clients, Workday integrators, and internal EDI analysts, pulling the right information together to ensure successful file creation and delivery to carriers.Duties include:- Lead kickoff calls with clients and Workday integrators- Serve as the primary point of contact for clients throughout the implementation and file creation process-Proactively dig in and ask detailed questions to the client (e.g., Where are we in the file creation process? What data is still needed?)-Act as a trusted client partner focused on relationship management and alignmentWe 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 Havertown, PA. The Financial Advisor (FA) role is a three-year forgivable draw program, designed... More 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 looking for 2 Sr Marketing Managers to join a large client downtown Toronto. The qualified candidates will be working on digital acquisition for credit cards. They should have... More experience working in the digital space and working on technical platforms. 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