Job Search Results for Accounting

One of Insight Global's large banking clients is seeking a Financial Advisor Associate for a full-time role in Hicksville, NY. The Financial Advisor Associate (FAA) role works with prospects and... More clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. ?The FAA will grow and manage their client base by building strong relationships, coaching retail staff to generate referrals within an assigned territory, and collaborating with key partners to identify enterprise opportunities.Key Responsibilities Include:- Acts as the primary financial advisor for TD Wealth clients, delivering personalized wealth management, investment, insurance, and financial planning guidance.- Builds, manages, and retains client relationships through proactive communication, ongoing consultation, annual reviews, and a high-touch client experience.- Grows the business by acquiring new clients, deepening wallet share, meeting performance objectives, and identifying referral and cross-enterprise opportunities.- Leads the end-to-end client onboarding process, including discovery, financial needs analysis, documentation, and ongoing account servicing.- Collaborates with and educates Retail and Small Business partners to generate referrals and transition clients to appropriate Wealth or HNW solutions.- Ensures full compliance with regulatory requirements, firm policies, AML/CIP standards, and continuing education while contributing positively to team culture and community initiatives.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 hands-on, execution-oriented contingent worker to support a portfolio of membership and society-related initiatives currently in flight across the Society Relations & Operations... More team. This role is ideal for a technology/operations change management, business analyst, or delivery-focused project lead who is able to manage multiple project simultaneously, can own discrete workstreams, and is comfortable coordinating across technical and non-technical stakeholders. Communication will be key to this role, as it requires crafting thoughtful communication both internally and externally. This is not a senior program manager role operating at a high level. Instead, we are looking for someone who can roll up their sleeves, manage day-to-day execution, and help keep multiple initiatives moving forward in parallel.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 looking for a Senior Analyst, ESP to be a part of the enrollments, settlements and payments team who will be considered a subject matter expert in the market(s) they support. This individual... More should proactively identify and solve problems with little to no guidance. In addition, this role requires individuals to communicate effectively, at a high level, with all functional groups including executive management. Success in this role requires continual review and improvement of existing processes and procedures, particularly as the company implements new and upgraded support systems. Compensation:$85k to $100k per year annual salary. Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.Day-To-Day:? Enroll assets in ISO/Utility markets, settle and/or shadow-settle events and test events, and report on both asset- and portfolio-level compliance? Manage the calculation and submission of customer payments? Analyze portfolio trends and create actionable suggestions during each stage of Enrollment, Settlement, and Payment? Provide leadership on system and process improvement initiatives? Work closely with internal teams on all audit requests received from the ISO/Utility? Lead reporting out of the relevant financial impact of market operations with the highest level of accuracy for both internal and external reporting? Develop customized reporting for customers and assist in maintaining executive level market summaries as needed? Help guide more junior teammates in day-to-day tasks, communications, and other projectsWe 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 currently seeking a 1st shift Laser Operator at our South Chesterfield, VA location. As a Laser Operator, you will be responsible for operating and maintaining a laser cutting machine to... More produce high-quality metal parts or components according to specifications. In this role, you will be involved in setting up the machine, selecting the accurate program, and monitoring the process to ensure that the safety standards and specifications of the product 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 hiring a Loan Officer to join our top client, a Fortune 500 Homebuilder operating across the United States. You will work directly with homebuying customers across their divisions... More and will be responsible to guide new home purchasers through the entire loan process from application, approval, to settlement. You will also prequalify prospective buyers, review financing options, and assist in repairing credit-challenged purchasers as needed. Additionally, you will also serve as the primary point of contact for homebuyers throughout the home buying process.This position is based on-site in our community model homes and our mortgage offices.Responsibilities include:-Be knowledgeable on all available loan programs offered, as well as broker offerings, to compete with lenders to earn each customer?s business-Originate high quality loan applications and submit to the processing department along with all supporting documentation-Positively impact the customer experience, while maintaining weekly contact with all borrowers, brokers, Mortgage staff, and Homebuilding partners to answer questions regarding specific loans, share loan status, and build relationships-Develop and maintain strong partnerships with the Homebuilding Sales team to support the monthly sales goals of each community-Educate sales team members on industry changes and new product offerings-Provide excellent service to the builder and homebuyer while meeting yearly performance goalsThe salary for this position once on commission ranges from $120,000-170,000 per year. Before you earn commission, you will be provided a base salary at the equivalent of $75,000 per year.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 looking for a Project Controls Analyst to work for a leader in the gas and electric industry. This individual is going to be part of a large organization and helping identify cost... More analysis and budget discrepancies on work in field. In this role you will be supporting Capacity and Reliability program and making sure all cost analysis and forecasting on spend is accurate and up to date. We need this person to assist in validating invoices by taking companies data / work authorizations and marrying that feedback from vendors of what they complete.Other Responsibilities will include:Implement planning, review, control, startup execution and closeout processes and engage in process improvement activities.Revise, monitor and exercise configuration control of contract and project documents.Audit existing expenditure and ensure billed costs are aligned suitably.Guarantee project contract implementation and support project path, plan and schedule.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 building out a new team for client success within its Corporate Trust division. The ideal candidate will have a strong background in Corporate Trust, with hands-on... More experience serving as a main escalation point for clients. This team will sit within operations and handle all aspects of corporate trust for highly-complex portfolios. You?ll focus on driving client satisfaction, resolving complex issues, and improving service delivery at the root cause, working across internal teams (Product, Operations, Risk, Legal). The role requires strong executive communication, problem-solving, and relationship management, with the ability to manage difficult situations while maintaining trust and urgency.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 detail-oriented Payroll Analyst to join the payroll team for one of our clients in the events industry. The Payroll Analyst will be expected to support payroll operations,... More maintain payroll accounts, manage reporting, conduct audits, and step in to assist with payroll processing as needed. This role works closely with accounting and HR teams to process payroll data, ensure compliance with state and federal regulations, and provide guidance on complex payroll transactions. The Payroll Analyst will analyze payroll data to identify trends, prepare detailed reports and schedules, and support both internal and external audits. Responsibilities also include maintaining payroll databases, performing routine reconciliations, and advising staff on compliance and proper accounting treatment. In addition, the Payroll Analyst will help train payroll personnel, collaborate across departments to streamline processes, and contribute to special projects aimed at improving payroll accuracy and efficiency. This position will also require collaboration with IT to test and validate any changes made to the payroll system.The ideal candidate will demonstrate the ability to work self-sufficiently with minimal oversight in a fast-paced environment.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 Senior Director of Tax serves as the Company?s lead tax expert and advisor overseeing income tax, sales and use tax and escheatment functions including emerging issues, research, compliance and... More audits. As a private equity portfolio company, the Senior Director of Tax will need to manage the tax function and the necessary internal processes/controls, assist with Company initiatives, and implement the Company?s tax strategies. He or she will maintain GAAP accounting / SOX compliance and is responsible for the proper financial statement presentation. The Senior Director of Tax will need to work closely with internal business partners, owners and must work effectively with external tax partners. The position requires excellent technical skills in both tax and accounting. The candidate must be able to communicate technical tax concepts to senior management and possess strong organizational skills to properly lead the tax function.Principal Duties and Responsibilities:?Oversee income tax compliance, including but not limited to preparing estimate calculations, data gathering and analysis, reviewing federal and state partnership income tax calculations, Schedule K-1s, Schedule K-3s and returns, calculation of tax distributions to the owners and initiating/mailing estimate and extension payments.?Prepare/model the financial effects of the LLCA waterfall to the partners.?Preparation of certain gross receipts calculations and filings.?Oversee sales tax compliance, including but not limited to reviewing and approving monthly sales tax returns and payments, SKU classification review, assisting with audits, and customer sales tax inquiries.?Data gathering, reconciling, analysis and reporting of unclaimed/escheatment property.?Key contact for the tax impact of the Company?s operational initiatives (e.g., new point of sale, marketplace sales, etc.).?Gather and review tax documentation for routine bank audits.?Preparing and oversight over the department?s budget.?Manage the department?s costs, including negotiating external service provider?s fees, coding/approving invoices and department cost accruals.?Mentoring the sales tax manager and income tax manager.?Establish and maintain processes and ensure compliance is timely, accurate and adequately documented for audits. ?Partner with internal accounting team to assist with separate company financials, recording and reconciling cash tax distributions, composite and withholding tax payments.?Partner with internal treasury/finance department to ensure tax payments are incorporated within the Company?s cash forecast.?Partner with internal legal department regarding any legal documentation that is needed by the tax function.?Manage relationships with external tax and service advisors.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 seeking a Union Benefits Analyst to support benefit, annuity, and contribution activities for a unionized workforce. This role is highly analytical and Excel driven, with a... More strong focus on contract interpretation, audits, reconciliations, and financial accuracy. The ideal candidate has a solid accounting or finance background, is comfortable working entirely in Excel, and is interested in understanding Collective Bargaining Agreements (CBAs) front to back.Responsibilities: ?Interpret and apply Collective Bargaining Agreements (CBAs) to ensure benefits, deductions, and employer contributions are processed accurately ?Review and reconcile union benefit invoices against payroll and financial records ?Reconcile health & welfare, pension, annuity, and union dues contributions ?Research and resolve discrepancies related to hours worked, contribution rates, eligibility, or benefit classifications ?Support benefit and annuity payment processes, ensuring accuracy and timeliness ?Participate in internal and external audits, including data preparation, reconciliation support, and follow up analysis ?Pull and analyze data sourced from payroll systems (including ADP), while performing all analysis in Excel ?Answer complex member or stakeholder questions when financial or benefit data does not align ?Partner with internal teams, benefit trusts, and union contacts to resolve issues and maintain compliance ?Contribute to negotiation related projects by providing financial analysis, data validation, and reporting supportWe 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