Job Search Results for financial analyst

One of Insight Global?s customers is looking to onboard an Epic Cogito Analyst, III to their team. This role focuses on advanced data analytics, reporting, and administration within Epic?s Cogito... More suite. The ideal candidate will have strong technical expertise, a deep understanding of revenue data models, and excellent customer service skills. They will provide application support for Epic Cogito tools, including managing tickets for medical and dental systems, build and maintain reports, dashboards, and data visualizations using Epic tools such as SlicerDicer and Workbench, and manage ETL processes and ensure accurate data flow from Epic into the Data Warehouse. This is a permanent and remote opportunity.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

Job Title: Business Analyst ? Payments Location: Toronto, ON Department: Payments Reports To: Director ? Payments Product Management Shape Job Description We are seeking a detail-oriented and... More proactive Business Analyst to join our Payments team. This role is ideal for someone who thrives in a fast-paced environment, enjoys solving complex problems, and is passionate about driving excellence. You will play a key role in supporting initiatives that enhance our payments capabilities, improve client experiences, and streamline internal processes. Shape Key Responsibilities Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Leads change management of varying scope and type; tasks typically focused on execution and sustainment activities. Competes internal and regulatory reporting. Acts as the day-to-day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions. Gathers basic market research and competitive intelligence, including pricing, from publicly available information. Defines and implements business cases and strategic roadmaps for banking products and services, including project and budget approvals. Designs, implements, manages, and enhances a single product or suite of products throughout the product lifecycle. Develops, implements, and monitors key metrics and action plans to optimize financial performance Continuously improves processes to identify issues and deliver optimal customer experience. Creates the marketing strategy, including offers and campaigns, and works with Marketing and other partners to execute. Develops, implements, and manages product documentation, templates, and requirements to ensure they accurately reflect product and systems functionality. Analyze data to identify trends, patterns, and opportunities for improvement. Collaborate with stakeholders to create process maps, workflows, and documentation to support business requirements and operational changes. Monitor KPIs and performance metrics to evaluate the success of initiatives for senior leadership. Works independently on a range of complex tasks, which may include unique situations. Broader work or accountabilities may be assigned as needed.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

Overview:A large financial services customer based in Irvine, CA is seeking a Cyber Security Operations Analyst, focused on Incident Response. This individual will lead Incident Response, and act as... More a technical expert within the SOC. This team protects the organization from cyber threats. This role requires strong analytical skills, leadership in high-severity incidents, and deep knowledge of security tools and frameworks. Responsibilities? Lead and manage end-to-end security incident response, including detection, triage, containment, eradication, and recovery for incidents of all complexity levels.? Act as incident commander for high-severity events, ensuring clear communication and timely resolution across internal teams and external partners.? Collaborate with MSSP and internal stakeholders to validate escalations, refine detection logic, and maintain consistent workflows.? Perform advanced threat detection, analysis, and hunting using SIEM, EDR, and telemetry tools, conduct root cause investigations and adversary emulation exercises.? Develop and optimize queries, analytic rules, and automated playbooks to improve detection and response efficiency.? Apply cybersecurity frameworks (MITRE ATT&CK, NIST CSF, NIST SP800-61r3) to ensure structured and repeatable investigation practices.? Document and enhance incident response to playbooks and runbooks; produce detailed reports, post-incident reviews, and executive summaries.Mentor junior analysts and contribute to SOC performance improvements through case reviews and metric analysis.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 Salesforce Analyst to join a lead banking client to play a critical role in the transformation and modernization of owned-digital channel marketing for the... More enterprise, bringing together consultation and tactical subject matter expertise in 1:1 marketing best practices. The Salesforce COE team partners across Marketing & Business Units to lead the well managed delivery of journey orchestration campaigns and initiatives in the Salesforce ecosystem.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 large financial client is looking for a Brokerage Account Operations analyst to join the team. The role is responsible for opening accounts for all Brokerage, FX, and RIA accounts. The person will... More be reviewing and verifying client onboarding documentation for completeness, as well as establishing accounts by accurately entering client information into various Core Banking systems. Additionally, ensuring all client data, including maintenance requests are gathered, logged, processed, verified and addressed in a timely and accurate manner.Primary responsibilities:- Receive and log client/account opening instructions and confirm receipt back to sender.- Prepare and sort source documents for review based on priority set by business/client need.- Review source documents and assess account information to ensure it complies with requirements.- Analyze documentation for completeness and imperfections; settle discrepancies by utilizing standard procedures, or return unfinished/incorrect records to sender or the team leader for appropriate action.- Input of account opening data for new and existing clients by: Understanding the specific documentary requirements for each type of account opened, Ensuring receipt of applicable forms and addressing missing information, Reconciling documentation checklist, Enter information directly into internal systems- Ensure complete and accurate KYC information by: Collecting all required information and documentation from internal business partners, Ensuring adequate source of wealth is documented for each client, Satisfy the Bank's KYC due diligence policies and procedures- Validate that negative media alerts have been executed, review and escalate where necessary.- Verify that all data entered is reviewed and accurate prior to being sent for approval.- Archive completed work and ensure compliance with record retention requirements.- Communicate with internal business partners in a professional and timely manner when responds to processing requests, instructions, inquiries, issues, voicemails, and emails.- Partner with staff across the organization and forester strong relationships with the Business, Product areas, IT, and Operations to goals.- Escalate opportunities where process improvements exist and/or gaps in the process are identified.- Properly manage the expectations of internal business units when communicating and responding to processing requests, issues, voicemails and emails.- Assist and support department and team projects.- Meet standards for production volume, accuracy, and completeness.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

-Work with 5-6 project managers concurrently to support projects in various phases of design and construction.-Develop, implement, and maintain external and internal cost reports, cash flows and... More forecasts.-Report accurate updates to cost reports or forecasts.-Responsible for ensuring quality checks and inspections on project controls deliverables.-Ability to compare schedule to financial data to ensure consistency of project timeline.-Ability to integrate schedule data and other data sources in excel via formulas, pivot tables, macros, etc.-Analyze project controls reports, present findings and provide recommendations to the project controls team.-Ensure budget tracking against Purchase Orders or Subcontracts.-Responsible for the review of upstream (prime contract) / downstream (PO & subcontract) change orders.-Manage integrated data from one program to another. -Responsible for ensuring quality checks and inspections on project controls deliverables.-Serves as a point of contact for technical questions from APM's, PM's, Lead Engineers, or -Construction staff.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 partner of Insight Global is looking for an Application Support Specialist. This individual will be responsible for leading the analyzation and oversight of processes vital for ensuring the... More accuracy of crucial metrics for the financial department of an aviation manufacturing company. This role would be responsible for assisting in the execution of Quantum ERP error tickets for the following data sets:?-Direct Labor Cost Variance?-Overhead Cost Variance?-Standard Rate Accuracy?-Gross Margin by work order?-Turn Around Time?-Hour's trending by task across work orders?-Labor Productivity?-Spot Buy RateWe 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

What you?ll be doing:? ?Minimum of 2 years of relevant experience in financial services, crypto, investigations, legal, or the tech industry, with a focus on TMS, compliance, or regulatory matters.... More ?Relevant experience in SAR narrative drafting and filing ?Conduct investigative review and analysis in support of company?s 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 alertsWe 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 Business Analyst will apply solid understanding of the client's logistics capabilities and processes to isolate and resolve supply process/system issues, identify ways to systematically improve... More the accuracy of operational needs to set short- and long-term goals for production, capacity, and distribution, and support continuous improvement projects to drive process standardization and efficiency improvement. Some additional responsibilities will include: reviewing and owning key performance indicators, finding opportunities to improve performance and executing implementation of said improvement, modeling demand and supply efficiency scenarios to ensure the preparedness and flexibility of the supply chain, work cross functionally to ensure inputs to planning model accuracy, optimizing the network volume allocation to minimize costs while delivering extraordinary service level, and focusing on better world initiatives through minimizing miles traveled to deliver network plan. They will take the information gathered above and treat it as a "project" and present to stakeholders the issues and how they can solve. This person must be able to work 5 days onsite in St. Louis, MO.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

-Bachelors Degree in any field (Psychology, Human Resources, Communications, Finance, CompSci, etc.)-Interest in Banking/Financial Services-Motivated & a strong team-player-Detail-orientedWe are a... More 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