Job Search Results for Financial Analyst

Insight Global is seeking a Lead Business Analyst with expertise in Salesforce Financial Services Cloud (FSC) and industry experience in Wealth Management. This role is critical to driving the... More success of multiple large projects in the Wealth Management space. The successful candidate should have the confidence to work closely with stakeholders to map business requirements for Salesforce FSC solutions, ensuring effective integration and data management. The role will involve working closely with team members and stakeholders to add value and drive successful outcomes in technology modernization projects.Key Responsibilities:- Elicit and document business requirements in order to construct personas, identify user profiles, and align to user stories or compose a record/client in Salesforce. - Map data and databases within the Salesforce ecosystem, ensuring seamless integration and effective data management.- Collaborate with cross-functional teams, including sales, product, analysts, legal, and PR, to deliver accurate positioning and storytelling of products and solutions.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 looking for a Scrum Master/ Technical Business Analyst that will joini one of our financial clients in Charlotte, NC. This is a split role, comprising of 50% scrum related... More responsibilities and 50% of role creating design documents and process flows. This role is responsible for planning, coordinating and delivery of defined deliverables which usually requires collaborating with team leaders decision makers related to projects or smaller programs. Key responsibilities include communicating the work objectives, coordinating delivery, managing issues risks, ensuring compliance to standards, and providing end-to-end visibility into the health of the deliverables. This role ensures execution and delivery meets the clients expectations in terms of the functionality, quality, timeline and cost. They facilitate sync points across multiple teams to enable delivery. This role sits 3x onsite in uptown Charlotte, NC.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 Business Systems Analyst for a client based in Houston and Dallas. In this role, you will transform our application support operations from the old-fashioned reactive... More break-and-fix model to a strategic partner that helps the business gain a competitive edge through technology-driven innovations.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

We are seeking a motivated and detail-oriented Junior Data Analyst to support our innovative Generative AI (GenAI) initiatives within a leading financial institution. This role is ideal for someone... More early in their data career who has a strong interest in data analysis, reporting, and data quality, and is eager to grow their skills in a dynamic and collaborative environment.As a Junior Data Analyst on the GenAI team, you will work closely with data engineers and AI researchers to assist in validating and interpreting data outputs, helping ensure the accuracy and usefulness of insights generated by advanced AI systems. Your responsibilities will include supporting the design and execution of data validation tasks, conducting exploratory data analysis to identify trends and anomalies, and creating dashboards and reports using Tableau to present findings to internal stakeholders.You will also assist in writing and refining SQL queries for data extraction and validation, and use tools like Python and Snowflake under guidance to manipulate and analyze datasets. Exposure to cloud platforms such as Azure or AWS is a plus, but not required.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

Minimum of 3 years of relevant experience in financial services, crypto, investigations, legal, or the tech industry, with a focus on TMS, compliance, or regulatory matters. Relevant experience in... More SAR narrative drafting and filing Conduct investigative review and analysis in support of companys BSA/AML regulatory compliance policies and programs including investigating automated alerts from our transaction monitoring systems, and referrals sourced from law enforcement requests and other company lines of business Analyze transaction activity and KYC information and conduct due diligence research in support of investigations as well as interpret evidence from external tools and systems to determine the legitimacy of customer behavior across multiple products Document investigations in written narratives Decide whether activity warrants escalation for additional review and subsequently recommend whether activity appears suspicious and warrants filing of a suspicious activity report Incorporate feedback from Quality Assurance Team Maintain detailed documentation to demonstrate compliance with regulations and internal policies and procedures Remain current with industry standards and developments in the areas of KYC, BSA/AML, and OFAC, and apply regulatory requirements and internal policies and procedures to case investigation Review data from systems and following Coinbase procedures to investigate, decide, and document transaction monitoring alerts Have to have past professional experience with CryptoWe 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

*Project: Enhancements to the CCR platform to improve exposure accuracy (MBS Pricer, Security Borrow and Lend product improvements) *Lead new initiatives end-to-end: Requirements elicitation in... More partnership with stakeholders; Solution design in consultation with technology partners (in-house and vendor); develop test strategy and test plan and perform User Acceptance test to ensure business and analytic requirements are correctly implemented *Consult with stakeholders (front office, middle office, back office, credit) to understand the changes required; Ensure risk platforms used for risk capture are current and internally consistent; translate business requirements into development tasks, and ensure alignment of priorities *Participate in the implementation process to ensure proper and timely implementation of system enhancements *Manage the relationships with clients across the organization as well as with the vendor; *Assist in the documentation of procedures, control processes, and policies relevant to internal controls.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

We are seeking a Finance Business Analyst to join our client's Finance Technology team. Responsibilities include the below:-Provide data and analysis for billing, financial and operational data, to... More identify trends, opportunities and areas for improvement for the firm billing improvement project.-Develop clear and actionable reports, dashboards and data visualizations to support decision making for the project leadership and stakeholders.-Collaborate with stakeholders to gather, document and validate business requirements for process improvements and technology solutions.-Design data driven solutions and process enhancements that align with the billing improvement initiatives goals for efficiency, faster billing, and improved revenue realization.-Map current workflows and identify bottlenecks or inefficiencies, and propose streamlined workflows to improve billing and financial operations.-Assist in the configuration, testing and implementation of new technologies, ensuring solutions meet business requirements and user needs. -Develop and track KPIs to measure the success of implemented solutions and ongoing process improvements. -Create detailed documentation, including business requirements, process flows, user guides, and reports.-Collaborate closely with billing improvement project team and stakeholders to ensure alignment on project goals and deliverables.-Support testing and validation, identify issues, and ensure solutions meet quality standards before deployment.-Proactively identify opportunities for data driven improvements and promote a culture of continuous improvement within finance technology.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

Our client is currently seeking a Cost Analyst to join their team in Houston, TX. The Cost Analyst will be joining the project controls team for the Gulf of Mexico Offshore Developments and will work... More cross functionally with the drilling and completions team, accounting, materials group and supply chain. The Cost Analyst will be responsible for the management and delivery of cost control activities within assigned projects and providing support to various teams with cost allocations and cost codes. They will manage all supplier invoice-related issues, assist with purchase order management, prepare and review monthly accruals, monthly forecasts, and EAC, perform financial closeout of projects. And execute regular reconciliations between SAP and Well View. They will be responsible for investigating and resolving discrepancies between commitments and actuals, time writing, material transfers, etc. ensuring misallocations are brought to the finance team for reclassification. The Cost Analyst will be expected to operate with a high degree of independence and autonomy, demonstrated by strong organization, time management and decision-making skills.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 looking for an IAM Analyst for a large financial institution in Toronto. This consultant will be responsible for provisioning access and will have to go through necessary steps to... More grant access such as investigations and appropriate approval processes. The ideal candidate will have IAM experience, provisioning, and excellent communication. 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 Analyst to join one of their top management consulting clients based in New York, NY. This client supports large scale financial services companies on a variety of... More data centric initiatives, ranging from technical to functional in nature. This person will join the internal team that supports a variety of clients at once with various projects and deliverables. This individual will focus on heavy data analysis to support data centric projects and product integration efforts. 60% or so will focus on analytics, with 40% of the day focused on client facing meetings and stakeholder engagement. We are seeking someone with strong SQL, exposure to ETL and pipeline developments, and Python for adhoc scripting. Visualization tools will also be a plus.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