Job Search Results for Finance

Insight Global is seeking a Lead Data Developer (Azure Specialist) to lead cloud-based data initiatives and deliver robust solutions for enterprise-scale projects for one of Canada's largest banks.... More This role focuses on Azure technologies and data engineering, ensuring optimal performance and scalability.Azure Expertise: Design and implement solutions using Azure Data Factory, Data Pipelines, Databricks, and Azure Synapse.Data Engineering: Develop and optimize data processing workflows and analytics strategies.Cloud Strategy: Drive adoption of cloud-based solutions and ensure alignment with business objectives.Performance Monitoring: Track and analyze operating environments, implementing corrective actions as needed.Collaboration: Partner with business and technology teams to deliver high-quality solutions.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 consumer goods company in the Cincinnati area is seeking an Accounts Receivable (A/R) Analyst for a hybrid role, requiring in-office presence twice a week. The Analyst will manage the... More consumer side of A/R, including daily posting of checks, wires, and ACH transactions, analyzing and clearing deductions (such as promotions, post audits, shortages, unsalable products, penalties, and discontinued items), and reconciling accounts to meet deadlines. They will research overpayments and issue credits to ensure accurate customer statements, collaborate with Sales, Customer Service, Brokers, and internal teams, and work extensively in Excel for data sorting and reporting. Familiarity with retail practices from Amazon, Target, and Wal-Mart is essential, and the role includes meeting monthly deduction goals and supporting overall account monitoring and 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 seeking a dynamic and strategic Vice President to lead a new division for one of their top clients. This executive will oversee operations, strategy, partnerships, and customer... More experience. He/She will take over a team of 4, but within the first year will hire 10 additional sales / marketing employees. The ideal candidate will have experience working in this niche space and have previous experience selling as well.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 (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management... More solutions. A 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. Depth & Scope:? Experience selling investments and providing financial plans? Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth? Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents? Ability to partner and promote lead generation? Manages goals, prioritizes tasks and comfortable working in a fast paced environment? Ensures all new & existing clients are provided with a planning experience? Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client?s overall wealth needs, as well as pro-active contacts? Serves as the primary point of contact for Wealth client relationships; manages all aspects of the client?s relationships with Bank and refers to Retail and Wealth partners & affiliates as needed? Implements and executes a differentiated service model/experience for Wealth clients? Meets quarterly and annual sales goals? Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience? Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners? Executes in thorough manner that is compliant with regulations, policies and procedures? Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)? Ensures all Continuing Education requirements are attained? Responsible for understanding and adhering to Bank & Wealth Policies and Procedures? Responsible for implementing Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures? Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed? Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team? Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff? Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm? Represents Wealth to the general public in a professional manner? Is involved in the community and support charity and community 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

Insight Global's customer in the Material Handling Industry is searching for a Senior Staff Accountant to join their Accounting team on a full-time, permanent basis. This individual will be... More responsible for maintaining the accuracy and integrity of financial data. This role involves researching and resolving accounting issues, ensuring compliance, and implementing quality control procedures for financial transactions.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 Project Controls Analyst to join our team to support project work for a large utility company. This role will be focused on financial responsibilities of controls, not... More scheduling. We are seeking someone with a strong expertise in cost management, financial principles, and accounting practices. They will support project teams in maintaining accurate budgets, forecasts, and cost tracking. Responsibilities include:Budget & Forecasting: Assist in developing and monitoring annual budgets, forecasts, and long-range plans for multiple projects and programs.Cost Tracking: Utilize systems to track actual costs, manage project authorizations, and monitor financial performance.Reporting & Analysis: Prepare comprehensive reports on reauthorization risk, forecast accuracy, CIAC analysis, contingency usage, and other financial metrics.Project Support: Collaborate with Project Managers, Directors, and contractors to resolve budget and authorization issues early and ensure compliance with project metrics.Process Management: Support monthly project status calls, track in-service dates, and manage project aging indicators.Compliance & Documentation: Maintain accurate records for project authorizations, financial plan updates, and related documentation.Contract Payment Authorizations (CPA): Process CPAs for project portfolio prior to month end.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 are seeking a detail-oriented Legal Data Entry Specialist to support a high-priority project focused on cleaning, organizing, and standardizing metadata within our contract repository. This... More short-term role is critical to ensuring accuracy, compliance, and data integrity across our legal documentation systems. The ideal candidate will excel at precise data entry, system navigation, communication, and confidentiality. This person must quickly learn workflows, follow structured processes, and communicate proactively if questions or issues arise.Project Goal:To fully clean, organize, and standardize the company?s contract repository by:?Updating naming conventions?Completing metadata fields?Uploading/re-tagging documents?Ensuring all information flows correctly between SharePoint ? Ironclad ? Salesforce________________________________________WHAT YOU WILL BE RESPONSIBLE FOR (Essential Functions):Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.?Update contract naming conventions to align with new standards.?Add and update metadata fields across contracts and related documents.?Upload documents into the contract repository and ensure proper tagging.?Review existing contract data for accuracy and completeness.?Enter and validate contract metadata within Ironclad, ensuring the data syncs correctly into Salesforce.?Upload or adjust information in SharePoint, Ironclad, and Salesforce as needed.?Match updated data from spreadsheets to the correct contract records across systems.?Review metadata provided by internal teams and identify missing or incorrect fields.?Compare spreadsheet data to contracts stored in Ironclad and SharePoint to ensure alignment.?Work from trackers and workflows to ensure every contract is updated, renamed, and validated correctly.?Communicate clearly and proactively if something is unclear, incorrect, or missing.?Work closely with Legal, Salesforce, and Operations team members throughout the project.?Maintain progress tracking with the manager to ensure deadlines are met.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

Insight Global is seeking Financial Consultants for a 7-month hybrid contract with potential extensions or coversions. This role supports financial analysis and planning within a large enterprise,... More requiring adaptability and multitasking. Responsibilities include preparing monthly financial comparisons, developing budgets and forecasts, conducting ad hoc financial projects, reviewing contracts for financial impact, assisting with month-end close, preparing journal entries, supporting account reconciliations, and managing SOX controls. Proficiency in Maximo and Oracle e-Business Suite is essential. Candidates must be self-starters, capable of working independently, and comfortable seeking support when needed. The role ensures financial statement accuracy in a SOX-compliant environment, supports strategic planning, and provides insights to guide business decisions. Strong analytical skills, relationship-building, and continuous learning are key to success.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 to hire Loan Processors and Loan Closers to work for a large mortgage client in Plano, TX, Phoenix, AZ, Moorpark, CA and Tampa, FL. All positions are onsite Monday-... More Friday.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