Job Search Results for financial services

We are seeking a highly experienced Test Manager with a strong technical background to lead and support testing activities for large, complex financial projects. This role requires expertise in test... More strategy creation, financial reporting delivery, and cross-functional collaboration. The ideal candidate will be tech-centric, detail-oriented, and capable of ensuring that all deliverables meet the needs of process ownfweers. Key Responsibilities:Lead Testing Initiatives:Act as Test Manager for large-scale, complex financial projects.Develop and implement comprehensive test strategies for technology delivery.Technical Expertise:Understand and manage test environments, data pipelines, and integration points.Ensure capability and delivery testing aligns with business requirements.Reporting & Documentation:Oversee the delivery of financial reports with accuracy and timeliness.Provide clear documentation and communicate testing outcomes effectively.Presentation & Communication:Create and deliver PowerPoint presentations from scratch (not just filling templates).Design templates and build compelling stories starting from a blank slide.Assist with slide creation for leadership and stakeholder updates.Cross-Functional Collaboration:Work closely with process owners to ensure deliverables meet operational needs.Provide guidance on testing best practices and quality assurance standards.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

Day to Day: Insight Global's medical waste management client is seeking a Senior FP&A Analyst who will be responsible for providing strategic P&L and finance analysis for SCS Operations Leadership.... More Works directly with FP&A regional finance managers and RVPs/DOMs to drive forward the monthly financial forecast, annual operating plan, long range plan, specific project analysis, and various ad-hoc requests. This position requires a hybrid schedule, the candidate will be in our Bannockburn office Tuesday through Thursday. Responsibilities include: *Partners with Regional Finance Managers to provide ongoing support related to financial results by understanding business trends and drivers within the business to develop analysis-based recommendations for business. *Drives profitable and sustainable results by advising regional stakeholders on risks and opportunities developed through scenario analysis and sensitivity testing. Report these risks/opportunities up to Senior Finance and Business Leadership. *In partnership with the FP&A COE, performs in-depth analysis of monthly and quarterly results for assigned regions; develop narratives around variance analysis to present to key business leaders and senior leadership. *Develops financial models, financial/operational metrics, reporting, or other analytical tools to guide business decisions. *Responsible for the company's rolling forecast process for assigned regions (OPEX, Workforce Planning). *Performs other related duties as required or requested. This includes, but is not limited to, providing support to finance and/or other teams and special projects as needed. *Support in process of development of standard cost in coordination with our Standard Cost Manager inclusive of profitability and efficiency analysis and costing updates as necessary. *Helps facilitate issue resolution and instillation of Purchase Orders into the Planning process along with monthly expense accruals. *Coordinate with Strategic Sourcing team on impact of major contracts on financial results and financial forecast/plan. *Partnership with the Commercial Finance team to understand components and drivers of Customer, Service Line, and Product Line profitability. *Support the tracking of cost savings initiatives, efficiency initiatives, capital expenditure planning, and other strategic initiatives working in partnership with Engineering and TMO Office. *Perform other duties and responsibilities, as assigned.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Our client is an established and rapidly growing Investment Advisory Firm in search of an individual who is interested in developing their skill set and advancing their career. Our firm provides a... More unique learning environment for all employees. We focus on education and training in the areas of FactSet technology, Bloomberg research and Morningstar Direct technologies. Our client also provide continuous training in compliance processes.As a key contributor, you will receive significant support from a well-established team and get focused training on client relations, portfolio operations and analysis. Main responsibilities, but not limited to: ?Provide high level of service to sophisticated clients?Process new account, close, transfer and other paperwork for new and existing clients ?Prepare and process trade and other client transactions in a timely manner ?Assist with client meetings by providing performance and attribution reports and client investment information ?Client meeting documentation ?Maintain and manage client documentation including confidential legal, financial, and correspondence files ?Maintain and perform regulatory compliance tasks per the firm compliance manual ?Provide updates at least weekly of pipeline progress and client portfolio needs ?Rapid response and monitoring of client emails ?Process client transactions in a timely manner ?Client scheduling and meeting tracking ?Maintain accuracy and integrity of client portfolio accounts and reconcile with custodial records/informationWe 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 Medical Receptionist for a healthcare client in the Tampa Bay area. This person will be responsible for clerical duties, such as: patient registration, customer... More service, insurance verification, financial counseling, scheduling, bed control, and reception. This person must be proficient in at least 5 of these areas including registration. 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

An Oncology provider in El Paso, TX is seeking a Patient Scheduler to join their team. In this role, you will be responsible for checking out patients, scheduling their next appointments, and... More potentially covering the check-in desk. You will work closely with the front desk staff to ensure smooth and efficient patient flow. Your key responsibilities will include scheduling office visits, diagnostic appointments, infusion therapy and lab work appointments, reviewing provider orders in the EMR, and scheduling 70-80 appointments per day. Additionally, you will assist patients with cost inquiries, refer them to financial counselors when necessary, identify scenarios requiring referrals, and collect co-pays and deductibles. This position requires experience in a healthcare setting, familiarity with EMR systems, strong communication and interpersonal skills, and excellent organizational abilities. You will thrive in a fast-paced oncology healthcare environment, collaborating with a dedicated team focused on patient care and efficiency.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 Advanced Planning Consultant services as a financial planning expert to Advisors in developing financial plans. You will partner with Advisors at all levels of experience to ensure that clients... More receive holistic plans which provide an accurate analysis of their current financial situation, an assessment of risk and opportunities, and strategic options to enhance client outcomes. This role serves as a subject matter expert on the financial planning process, plan development and case design, and selection of financial products. This candidate will need expert knowledge of financial planning concepts:-Retirement Income Planning Strategies- Retirement income sources and income taxation-IRA and Qualified Retirement Plan features benefits, distribution option and taxation rules -Strategies for generating tax-efficient income to meet spending needs in retirement, accounting for pensions, annuities, investments and other sources -Social Security and Medicare Planning -Military and Federal Employee Benefits- Retirement planning and survivorship considerations -Long-term care planning and strategies -Survivorship and Estate PlanningWe 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

Key Responsibilities1.Strategic Leadership: Develop and execute the strategic vision for the Managed Services division, aligning with the company's overall objectives and market trends2.Service... More Delivery: Oversee the delivery of managed services, including proactive monitoring, incident management, problem resolution, and service level management3.Client Relationship Management: Build and maintain strong relationships with clients, serving as the primary point of contact for escalations, service reviews, and strategic discussions4.Team Hiring, Development, & Management: Recruit, lead, and mentor a team of technical managed services professionals, providing guidance, coaching, and support through regular 1:1s and team meetings to ensure high levels of quality customer service and employee engagement5.Continuous Improvement: Drive continuous improvement initiatives to enhance service quality, efficiency, and client satisfaction. Identify areas for optimization and implement best practices and tools to maximize operational effectiveness6.Financial Management: Manage the financial performance of the Managed Services division, including budgeting, forecasting, and cost optimization7.Sales Support: Collaborate with the sales team to identify upsell and cross-sell opportunities within existing client accounts. Champion the sales process by providing technical expertise, solution consulting, and proposal developmentWe 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 to hire a talented iOS Engineer to design, build, and maintain the next generation of iOS applications at one of our largest Financial clients in Plano, TX. Your primary... More focus will be developing high-end iOS applications for the latest Apple mobile devices. Your duties may include collaborating with the design team for new application features, identifying and fixing application bottlenecks, maintaining the core code, and updating applications published on the App Store. To ensure success as an iOS Engineer, you should have a strong working knowledge of iOS Frameworks, be proficient in Objective-C, Swift & Swift UI and be able to work as part of a team. Ultimately, an outstanding iOS developer should be able to create functional, attractive applications that perfectly meet the needs of the user. This individual needs to be able to go onsite 3 days a week in Plano, Texas.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

One of Insight Globals largest financial institution clients is looking to hire two Team Leads to support voluntary corporate actions team, specifically within Latin America, Canada, and their DTC... More group. This candidate will fall under the Alternative Investment Services organization reporting to the VP of the Portfolio Services team. The main responsibility and requirement for this candidate is to manage/be responsible for the voluntary corporate actions workflow. Focus points within voluntary will be response and instruction, payments, and post payment responses. They will take client responses and ensure that they make it to market accurate and one time to meet all outlined deadlines while also supporting all team analysts. This team typically deals with 20-30 events per day utilizing DTC and SWIFT to process any actions. Manages all initiatives of the team and aligns team resources accordingly to complete client requests. Serves as first line supervisor for assignment of tasks and resolution of issues. Supports and completes client inquiries and requests. Resolves complex, escalated issues from subordinate staff. Directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a teamWe are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Insight Global is looking for a Senior Director, Corporate Controller who will be in a strategic leadership role responsible for overseeing General Accounting, Shared Services, and Tax Management... More across the organization. This position plays a critical part in ensuring financial integrity, regulatory compliance, and operational efficiency, while aligning departmental goals with the customers broader mission-driven strategy. Key responsibilities include directing core accounting operations?such as payroll, accounts payable, and tax?preparing and reviewing financial statements, managing audits, and making decisions on complex transactions and estimates. The Controller enforces GAAP compliance, oversees regulatory filings, and maintains robust internal controls and financial policies. Additionally, the role leads ERP optimization initiatives, promotes automation and process improvements, and supports ongoing education on regulatory and system updates. Oversight of Shared Services operations?including accounts payable, payroll, and non-patient accounts receivable?is also central to ensuring timely and accurate disbursements. Relocation assistant and salary expectation between $160,000 - $205,000 depending on experience.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