Job Search Results for financial advisor

Insight Global is seeking a Controller to an automotive manufacturing company based in Salt Lake City Utah. The Controller will be responsible for all aspects of financial management, including... More accounting, reporting, budgeting, forecasting, and internal controls. Acting as a strategic business partner to operational leaders, this role will provide key financial insights to drive performance, manage cash flow, and ensure compliance with regulatory requirements. The Controller will report directly to the CFO and play a critical role in supporting expansion, manufacturing efficiency, and PE-level reporting expectations.Key Responsibilities Include: Financial Leadership & Business Partnering -Serve as a trusted advisor to operational decision-makers, providing financial insights and tools to drive continuous improvement. -Lead financial reporting, budgeting, and forecasting processes, ensuring alignment with business objectives. -Communicate financial results, risks, and opportunities to key stakeholders in a timely and accurate manner.-Support product development and operational teams in ensuring pricing, cost, and margin requirements are met. Accounting & Financial Reporting -Oversee all accounting functions, ensuring the accuracy and integrity of financial data. -Prepare and review monthly financial statements, including variance analysis against budget and performance metrics reporting. -Ensure compliance with US GAAP and other applicable financial reporting standards. -Assist with the preparation and coordination of the annual financial statement audit. Cost Control & Performance Metrics -Develop and monitor internal costing models to track key financial and operational metrics on a monthly basis. -Conduct economic and financial analysis to support strategic decision-making and performance improvement. -Partner with operations managers to reduce overall input costs and improve profitability. Cash Flow & Working Capital Management -Lead cash flow forecasting and active cash management to minimize borrowing costs. -Identify opportunities to optimize working capital and improve financial efficiency. Internal Controls & Process Improvement -Maintain a strong internal control environment, ensuring adherence to financial policies and procedures. -Conduct internal control self-assessments and implement process improvements to enhance efficiency and compliance.Team Leadership & Stakeholder Communication -Supervise and support accounting staff. -Collaborate with management and external advisors to align financial strategies with business goals. -Ensure compliance with tax, regulatory, and reporting requirements.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 Interim CFO for a County's administration.This is a temporary Interim role working onsite in Norristown, PA. The Department of Finance provides financial... More administration of the County?s governmental operations, including budgeting, general accounting, grants administration, debt management, cost allocation, financial reporting, and support of the annual financial audit. The Chief Financial Officer provides financial guidance to the County Board of Commissioners, Chief Operating Officer, and Department Heads, ensuring compliance with all Federal, State, and Local regulations as it pertains to the financial management of the County.This position serves in an executive-level capacity, providing strategic financial planning, preparation of the annual budget and capital improvement program, policy development, and position papers. The work requires that the employee has deep knowledge, skill and ability in all aspects of governmental accounting, public finance, budgeting, and financial analysis, as well as an ability to interpret and communicate complex financial and operational issues to diverse audiences.ESSENTIAL DUTIES AND RESPONSIBILITIES-Prepare the Annual Comprehensive Financial Report (ACFR) in conjunction with the Controller?s Office and external auditors which complies with Generally Accepted Accounting Principles (GAAP) and the Government Finance Officers Association policy of transparency, full disclosure and accountability for the County finances.-In collaboration with the Chief Operating Officer, oversee preparation and administration of a comprehensive annual budget and five-year capital improvement program that aligns with the County?s long term strategic plan.-Responsible for clearly communicating budget policy and financial updates to internal and external stakeholders on a regular basis. -Oversee the issuance of new debt, including review of financial documents and coordination with the County?s financial advisor and bond counsel; preparation of bond rating presentations and analysis of financial impact; monitor compliance with Federal arbitrage laws and Electronic Municipal Market Access (EMMA) filings.-Represent the County to external governmental agencies and organizations; participate in outside community and professional groups and committees; provide technical assistance as necessary.-Advise and provide analysis to the Board of Commissioners on budgetary and fiscal matters and government legislation.-Conduct in-depth financial analysis, forecasting, and scenario-modeling to inform decision-making and identify potential risks and opportunities.-Develop and implement technology and tools to assist with financial reporting, financial planning and analysis capabilities across the organization.-In collaboration with the Solicitor?s Office and Human Resources, oversee the County Insurance and Risk Management Program and assist with evaluation of insurance policy renewals.-Establish and maintain financial policies and records, to meet the County Code requirements as well as modern accounting and auditing practices, in accordance with GAAP for all the County fiscal operations.-Engage the Board of Commissioners collectively and individually and keep Board members fully informed on significant issues that impact County finances and operations.-In collaboration with the Controller?s Office, provide financial oversight of the County?s Employees? Retirement Plan and serve as the liaison to external investment managers.-Establish and maintain appropriate accounts in banks and other financial institutions to comply with federal and state reporting requirements.-Coordinate with all County departments with respect to accounting matters, financial reporting and budget monitoring. -Assist the County Solicitor and outside labor employment counsel with the collective bargaining process, labor contract negotiations, financial modeling and preparation of proposals for County?s union employee groups. -In partnership with Human Resources, monitor and evaluate County?s self-insured medical benefit plan, and develop annual budget for fringe benefits.-Provide strategic leadership to the Finance Department by setting priorities, coaching and developing staff, promoting a culture of continuous improvement, and ensuring high standards of professional practice, collaboration and accountability. -Perform other and additional duties and work as may be directed by the Board of Commissioners in furtherance of the fiscal management of the County?s financial matters and funds.-Provide strategic financial input and general advice on all issues affecting the County, including evaluation of potential partnerships, acquisitions, dispositions, new programs, pension fund investments.-Promote, secure, and preserve the financial interests of the County.-Perform related work as required.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 employer is seeking a highly skilled Service Designer to join one of our largest national financial services clients. In this role you?ll join a growing team of about 15 individuals (1 service... More designer, 5 other UX researchers and 8 designers / capability owners). This client is currently working to reprioritize their 5 priority pillars, which are:1.Ultra-High Net Worth2.Banking & Lending3.Advisor & Client Platforms4.Foundations (Data Operations, Backend processes)5.New Client OnboardingIn this role, you will flex across all priority pillars, with a primary focus on taking research to a deeper level of rigor and insight. You?ll partner closely with architects and business stakeholders to translate research into tangible, actionable outcomes. The work centers on uncovering and analyzing the complexity behind processes that customers and clients typically do not see.For example, in a wire transfer, a client associate may initiate the transfer within an internal system, but from the client?s perspective, they can only see when the transfer was initiated and when the funds ultimately appear in their account?not what happens in between. When delays occur, this lack of visibility becomes a pain point. Through in depth research, this role seeks to uncover how the underlying process functions from one account to another and identify opportunities to provide clients with greater transparency and insight into that journey.This role sits between UX Research and UX Design, translating early insights and findings into clear, actionable documentation - including service blueprints, workflow diagrams, user flows, and low to mid fidelity experience artifacts.You will work closely with researchers, product teams, designers, and platform owners to define current-state processes and co-design future state journeys, especially for workflows powered by Salesforce, Pega Infinity, and internal client-facing digital applications.Responsibilities:Document current state and future state workflows, including cross-team dependencies, data flows, triggers, and system interactions.?Create service design artifacts such as:oService BlueprintsoProcess MapsoUser FlowsoCustomer/Advisor Journey MapsoWireflows and UX documentation?Align workflows across Salesforce, Pega Infinity, and internal client-facing tools.?Work closely with UX Researchers to transform findings into structured artifacts that guide design and development.?Synthesize qualitative and quantitative insights into actionable frameworks, problem statements, and design opportunities.?Maintain consistent documentation standards and ensure alignment with product strategy.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 supporting a leading financial services organization in hiring a Senior Business Systems Analyst to join a banks Global Asset Management (GAM) Digital Product Team. This role... More supports the evolution of secure, client- and advisor-facing digital platforms, with a strong focus on investment products, digital onboarding, and agile product delivery. The BSA will partner closely with product, business, and technology teams to translate business needs into clear, actionable requirements.Responsibilities- Serve as a subject matter expert for GAM digital products, including Mutual Funds, ETFs, CDRs, and alternative investments- Lead requirements planning, elicitation, analysis, documentation, and stakeholder alignment- Write clear user stories, acceptance criteria, and process flows- Support digital onboarding workflows, including advisor-initiated onboarding, digital forms, and e-signature processes- Collaborate with Product Owners to refine and prioritize the product backlog- Work closely with agile squads throughout the SDLC to ensure solutions align to business needs- Analyze complex business and data problems and provide actionable insights- Support testing activities including SIT, UAT, and validation of new features and enhancementsWe 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 Senior Manager of Cloud Engineering to join a lead consulting client on a permanent basis to lead the design and delivery of integrated cloud solutions that align... More business strategy with modern technology platforms. As the Senior Manager you will act as a trusted advisor to senior clients and a leader within the firm, bridging business objectives with technology execution. This role sits at the intersection of technology, business transformation, and client engagement. The ideal candidate will guide organizations in leveraging cloud and AI to drive innovation, scale operations, and unlock new value?while leading multidisciplinary teams across complex transformation programs.Key Responsibilities: Client & Business Leadership?Build and maintain strong client relationships, serving as a strategic advisor on cloud and AI-enabled transformation?Contribute to business development, including shaping proposals, responding to RFPs, and driving pipeline growth?Identify opportunities to expand engagements by connecting client business priorities with innovative cloud solutionsStrategy & Architecture Leadership?Define enterprise cloud strategies, operating models, and roadmaps aligned to client business objectives?Lead the development of scalable, secure, and compliant cloud architectures across Azure, AWS, or hybrid environments?Drive the integration of AI/ML capabilities into cloud solutions to enhance decision-making, automation, and customer experience?Establish cloud governance, standards, and architecture principles at an organizational levelDelivery Oversight & Execution?Oversee end-to-end delivery of cloud transformation programs, ensuring quality, timelines, and financial performance?Guide technical teams and solution architects without requiring day-to-day hands-on development?Ensure alignment between architecture design and implementation across multiple workstreams?Manage key risks, dependencies, and stakeholder expectationsTeam Leadership & Capability Building?Lead and mentor high-performing teams across cloud engineering, architecture, and DevOps disciplines?Foster a culture of innovation, collaboration, and continuous learning?Contribute to development of thought leadership, assets, and accelerators, particularly in cloud + AI domainsWe 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 customer is looking for a team of secret accountants who will sit on site to support a program. This role supports the Department of War?s (DoW) financial improvement and audit readiness efforts,... More with a particular focus on Procure-to-Pay (P2P) processes, internal controls, and remediation of audit findings. The individual would help coordinate walkthroughs, sample testing, and audit requests across finance, acquisition, logistics, systems, and operational stakeholders while driving issue resolution in a client-facing environment. The role also requires the ability to communicate accounting, audit, or remediation matters clearly to both technical and non-technical audiences, including through client briefings. Ideal candidates bring DoW financial management or contracting experience and preferably additional experience in financial statement audits or internal accounting operations.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 Senior Manager of Cloud Engineering to join a lead consulting client on a permanent basis to lead the design and delivery of integrated cloud solutions that align... More business strategy with modern technology platforms. As the Senior Manager you will act as a trusted advisor to senior clients and a leader within the firm, bridging business objectives with technology execution. This role sits at the intersection of technology, business transformation, and client engagement. The ideal candidate will guide organizations in leveraging cloud and AI to drive innovation, scale operations, and unlock new value?while leading multidisciplinary teams across complex transformation programs.Key Responsibilities: Client & Business Leadership?Build and maintain strong client relationships, serving as a strategic advisor on cloud and AI-enabled transformation?Contribute to business development, including shaping proposals, responding to RFPs, and driving pipeline growth?Identify opportunities to expand engagements by connecting client business priorities with innovative cloud solutionsStrategy & Architecture Leadership?Define enterprise cloud strategies, operating models, and roadmaps aligned to client business objectives?Lead the development of scalable, secure, and compliant cloud architectures across Azure, AWS, or hybrid environments?Drive the integration of AI/ML capabilities into cloud solutions to enhance decision-making, automation, and customer experience?Establish cloud governance, standards, and architecture principles at an organizational levelDelivery Oversight & Execution?Oversee end-to-end delivery of cloud transformation programs, ensuring quality, timelines, and financial performance?Guide technical teams and solution architects without requiring day-to-day hands-on development?Ensure alignment between architecture design and implementation across multiple workstreams?Manage key risks, dependencies, and stakeholder expectationsTeam Leadership & Capability Building?Lead and mentor high-performing teams across cloud engineering, architecture, and DevOps disciplines?Foster a culture of innovation, collaboration, and continuous learning?Contribute to development of thought leadership, assets, and accelerators, particularly in cloud + AI domainsWe 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

Job description: Responsible for developing new business, underwriting, structuring and closing loans as well as maintaining and servicing existing loan and deposit portfolios. Work with other team... More members and departments to develop potential prospects, as well as referrals from existing customer base and other outside sources. Represent the bank through active participation in community and civic organizations. Provide secure, accurate, responsive, and courteous customer service to both internal and external customers at all times. Maintain strict confidentiality of customer and banking relationships. Be a trusted advisor to every internal and external customer. Inspires confidence and builds lasting relationships by consistently exhibiting each of the trusted advisor skills in order to help our customers identify and achieve their financial goals.Day to Day? Develop and underwrite loans for new and existing customers while adhering to the bank?s credit underwriting policies and approval processes for assigned loans.? Monitor existing loan portfolio to ensure proper risk rating and early identification of potential problems.? Maximize bank profitability through appropriate pricing of new loan originations, fee income and selling of all bank products and services.? Negotiate terms, structure financing based on risk considerations and present credits for approval to appropriate levels of authority. ? Work and resolve daily overdrafts.? Monitor and work past due loans and update the bank?s collection system.? Obtain and review financial information.? Review loan agreements to ensure they are complete and accurate and that borrowers are compliant.? Monitor draws on line of credit that are subject to borrowing base agreements.? Work closely with other lenders on joint relationships.? Prepare quarterly Action Plans on all assigned classified loan relationships.? Support the bank?s strong relationship banking culture through on-going customer contact, quality customer service and superior product knowledge.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?s client is actively seeking a dynamic Director of Finance to join their onsite leadership team in Michigan City, IN. This is a high-impact, hands-on leadership role ideal for an... More experienced accounting or finance professional who is eager to grow into the next phase of their career. The ideal candidate is a motivated, growth-oriented leader with a passion for developing people and building high-performing teams. This role offers clear upward mobility within an organization that values internal advancement and long-term career development. The Director of Finance will play a critical role in shaping financial strategy, optimizing operations, and supporting executive-level decision-making. This position oversees multiple functional areas and manages 6 direct reports.Key Responsibilities:? Act as a strategic financial advisor to the General Manager and department leadership.? Oversee the preparation of budgets and capital expenditure schedules as directed by the General Manager.? Lead, mentor, and manage teams across Finance and associated departments.? Oversee all financial reporting, including financial statements, daily reports, and special projects, providing insights and recommendations based on analysis.? Ensure accurate and timely reporting of business license fees, gaming and non-gaming taxes, and other required tax filings across federal, state, county, city, and regulatory agencies.? Ensure compliance with all recordkeeping requirements, company policies, IRS standards, Gaming Control regulations, and other governing bodies.? Provide accurate budget and financial information to department leaders and support them with financial questions and analysis.? Prepare and/or review bank and balance sheet reconciliations in a timely manner.? Prepare month-end journal entries as needed and ensure all revenues and expenses are recorded accurately.? Review the Daily Manager?s Report each day for accuracy and insights.? Oversee monthly inventory processes.? Monitor fixed asset entries and maintain control of MCRs.? Foster a culture of continuous improvement through mentorship, coaching, and professional development.? Build strong cross-functional partnerships to drive alignment and collaboration.? Uphold the highest standards of integrity, compliance, and safety across all financial operations.? Perform additional 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

We seek a detailed, motivated, and experienced trader to join our Asset Management Team. We are a growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio, offering financial... More planning and wealth management services. This individual should have in depth knowledge of financial markets, be a quick learner, and be able to work well in a team as communication within and across departments are key. The position will primarily support the asset management team with daily trade execution and portfolio management operations. Responsibilities include:- All aspects of trade calculation, execution, and communication with custodians and teammates.- Reviews all activity for accuracy of account information.- Ensures correct ticket entry and order routing.- Maintain communication with team and assists in resolving any settlement problems.- Reconcile daily and monthly reports as assigned.- Monitor portfolio drift to ensure adherence to strategy and client target allocations.- Support advisors with complex trading requests.- Daily management of routine and ad-hoc trading operations and workflow including, but not limited to, dollar cost averaging, ongoing cash raises, reporting functions, and investment research.- Ongoing collaboration with back-office, advisory, customer service, and compliance teams to ensure accurate and bestpractices are being followed.- Identify and implement process improvements to drive efficiencies within the department.- Maintains and updates of all the centrally managed models within our trading system.- Adherence to GIPS policy standards and procedures while preparing and executing trades.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