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A client of Insight Global is seeking a senior-level Strategic Financial Analyst for a client in Lake Oswego, OR. This is a position that works in a fast-paced environment across a broad range of... More areas, including Treasury, Investor Relations and ad hoc project analysis. The ideal candidate will have industry experience with Treasury, investment banking or Investor Relations. This individual will support the Director of Finance and Treasurer while also providing support to the Head of Investor Relations with strategic financial guidance to communicate to company executives. Primary Responsibilities:?Identify and understand key business drivers across multiple business units. Effectively articulate the issues and recommend solutions and alternatives ?Support quarterly treasury activities, including covenant reporting, reconciling FX hedging activities and other ad hoc requests?Maintain and analyze cash forecasts to support companywide liquidity needs which will require engagement with key business leaders across multiple business units.?Assist with quarterly preparation of materials for the Board of Director and Committee meetings.?Support the Head of Investor Relations in the preparation of quarterly earnings materials, Including investor presentations, analysis of financial results, and messaging for investors and analysts ?Assist the Director of Finance and Treasurer with various strategic projects, which includes contributing to the multi-year planning process, analyses related to capital allocation, M&A activities, calculating investment returns and other ad hoc projects?Provide analytical support or preparation of materials for any debt financing or capital raises?Partner with the Treasury Manager to support day-to-day treasury operations and initiatives?Act as a partner to business unit staff by monitoring and pinpointing ways to enhance unit workflow and process improvements. When necessary, this position must communicate these recommendations to the business units, supporting and driving a culture of continuous improvement?Develop financial models and projections to support planning, forecasting, and strategic decision-making?Perform research and analysis as required?Ensure compliance with financial guidelines, company policies and relevant legal regulations?Complete financial analyses and other projects accurately and timely?Perform ad hoc Treasury and Investor Relations related requests?Accountable for problem-solving, account analysis and writing commentary and analytical summariesWe 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

- Overseeing overall and consolidated program financials, benefits realization analysis and manages the overall program budget within a $30-50MM budget range- Typically leads the delivery of up to... More Tier 2 programs with a moderately high to high complexity profile but on occasion can lead the delivery of Tier 1 programs- Provide leadership, direction and coaching to teams(s) while partnering with business and executive stakeholders within a single or across multiple Lines of Business (LoB)- Accountable for the end-to-end delivery across all Business and Technology aspects of the project, maximizing efficiency, effectiveness, and scalability- Accountable for key delivery decisions and aligning technology and business objectives into a shared delivery vision- Supports Executive Sponsor and Business Owner in structuring and securing approval for business case and funding- Accountable for project estimates and supporting the team in removing any roadblocks during the estimation process, in alignment with the Estimation Framework- Accountable for establishing and executing processes and practices that support the appropriate project-level delivery framework (e.g. Agile: cycle measurements, daily scrums, retrospectives, sprint planning, Agile testing, MVP mapping to releases); (e.g. non-Agile: requirements package, change management plan, testing plan, control processes for scope/requirements change)- Establishes and manages resource plan, issues, risks, and financial plans to support the roadmap- Anticipates issues, trends and the potential impact and timely resolution of impediments, while effectively managing the program schedule (releases) and financials and ensuring continuing review and prioritization- Coordinates with the respective enterprise control partners (e.g., Strategic Sourcing Group, Legal, EP, OCDO, etc.) to appropriately select, engage and manage external service providers as requiredRoles/Responsibilities:- Manage multiple project stakeholders from cross-functional teams, as well as interfacing with project leaders, technology specialists, professional staff, vendors and consultants.- Effectively manage stakeholder expectations related to project cost, time, and scope of deliverables.- Proficiency in reporting and presenting to executive teams- Establish effective project oversight and other governance components, and engages the correct levels to support the direction for the project.- Provide on-going communication to key stakeholders, including the Project Sponsor, Program Manager and - Program Director to ensure they are aware of significant changes to the project status in a timely manner.- Communicate project summary, status, financials, etc. to appropriate parties involved in the governance of the project.- Collaborate with the appropriate partners to ensure required resources are assigned to the project for successful delivery.- Build consensus and relationships with project team and business.- Manage and track cash view of all project financials (forecasts and actuals) Build and manage project schedule, obtaining input from all project stakeholders to gain buy-in and acceptance of milestones and target completion dates for all project deliverables.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

Responsibilities:?Validate that AI models meet performance benchmarks (accuracy, precision, recall, etc.). ?Detect and mitigate bias in datasets and model predictions.?Identify potential risks in AI... More systems (e.g., harmful outputs, adversarial attacks).?Implement safeguards to prevent unintended consequences.?Ensure compliance with safety standards and regulations ?Continuously monitor AI systems in production for anomalies or drift.?Audit decision-making processes for transparency and explainability.?Document testing procedures and safety measures for accountability.?Ensure AI systems align with ethical principles (fairness, accountability, transparency).?Work with legal and compliance teams to meet regulatory requirements.?Partner with data scientists, ML engineers, and product teams to integrate safety checks.Day to Day:One of Insight Global?s clients is seeking an AI Quality and Safety Engineer to join their team. In this role, the engineer will review system dashboards to monitor AI models in production, evaluating them for anomalies, performance drift, and safety alerts. They will assess potential risks within AI systems, including harmful outputs or adversarial attacks, and implement safeguards to prevent unintended consequences. They will also conduct stress tests on new models to validate accuracy, fairness, and robustness, as well as perform risk assessments to identify potential failure scenarios and document mitigation strategies. Additional responsibilities include ensuring models comply with regulatory standards such as GDPR, maintaining audit logs, and updating safety documentation to support transparency. Additionally, they will work closely with developers to implement safety guardrails such as content filters or fallback mechanisms and will provide feedback to guide model improvements. Finally, they will report findings to stakeholders, highlighting critical issues and areas for improvement, while dedicating time to continuous learning to stay current with emerging AI safety frameworks and tools.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 partnering with a rapidly growing, multi-entity organization in Austin, TX to hire their first-ever Tax Director! This is a fully onsite position (M?F) offering a rare opportunity... More to build and lead the company?s tax function from the ground up - shaping strategy, modernizing processes, and earning meaningful equity as a true owner in the business.If you bring a strong technical background in corporate taxation, ideally from public accounting at the Manager or Senior Manager level, with experience supporting multi-entity, fast-scaling organizations with significant intercompany activity, this role is an exceptional fit.About the PositionReporting to senior finance leadership, you will own all direct and indirect tax operations across a complex, expanding environment. This includes compliance, reporting, tax accounting, and long-term planning as the organization scales and adds new entities. You?ll assess the current tax landscape, implement tax technology, build scalable processes, and collaborate cross-functionally to ensure accuracy, efficiency, and strong compliance. You?ll also manage relationships with external tax advisors and support incentive-driven initiatives such as R&D credits, sales & use tax, franchise tax, and other corporate tax opportunities.Key Responsibilities- Lead all tax operations, including compliance, reporting, and strategic planning- Oversee the preparation and filing of federal, state, and local income, franchise, and property tax returns across all legal entities- Manage ASC 740 income tax provisions, deferred taxes, FIN 48, and ETR analysis- Direct property tax filings and R&D credit initiatives- Serve as the primary liaison for auditors and external tax advisors- Research legislative and regulatory changes and advise leadership accordingly- Identify automation opportunities and implement improved tax processes and tools- Lead and mentor internal tax staff or manage outsourced partnersCompensation & Benefits- Salary: $150,000 to $180,000 (commensurate with experience, skills, and education)- Equity ownership- 100% employer-paid medical/dental/vision- 401(k)- Unlimited PTO- Additional benefits includedWe 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 Assistant Controller supports the Controller in overseeing the accounting operations of a Real Estate Development company, property leasing and management company, ensuring accurate financial... More reporting, regulatory compliance, and strong internal controls across multiple properties, entities, and business lines. This role is responsible for day-to-day accounting operations, month-end close, financial statement preparation, and collaboration with property management, leasing, and operations teams to ensure financial accuracy and operational alignment.The Assistant Controller plays a critical role in scaling accounting processes, supporting audits, improving systems, and maintaining financial integrity across residential, commercial, and mixed-use portfolios.Key ResponsibilitiesFinancial Reporting & Close Process?Manage and execute the monthly, quarterly, and annual close process for multiple properties and legal entities?Prepare and review monthly financial statements, including balance sheets, income statements, cash flow reports, and variance analyses across multiple financial entities.?Ensure accurate intercompany transactions, eliminations, and allocations?Reconcile general ledger accounts, including cash, prepaid expenses, accruals, security deposits, and reserves?Review journal entries and supporting documentation for accuracy and complianceReal Estate, Construction, Property & Leasing Accounting?Oversee accounting for job costing, rental income, CAM charges, late fees, concessions, and tenant reimbursements?Ensure proper recognition of revenue in accordance with lease agreements and accounting standards?Review and reconcile tenant ledgers, rent rolls, and occupancy reports?Coordinate with leasing and property management teams to resolve billing tenant account discrepancies and posting issues?Support accounting related to new property acquisitions, dispositions, and lease-upsAccounts Payable, Receivable & Cash Management?Oversee Supports accounts payable processes department, including invoice coding, approvals, and vendor payments?Review accounts receivable aging, delinquency reports, collections, and tenant balances?Monitor cash balances and assist with cash flow forecasting?Reconcile operating accounts, trust accounts, and security deposit accountsBudgeting & Forecasting?Assist in the preparation of annual operating budgets and capital budgets for properties and management entities?Track actual performance against budget and provide variance explanations?Support forecasting and financial modeling for new developments, property improvements, and operational changesCompliance, Controls & Audit Support?Maintain and enforce internal accounting controls and standard operating procedures?Ensure compliance with GAAP, lender requirements, and regulatory standards?Support internal and external audits, including preparation of schedules and documentation?Assist with tax preparation support, including coordination with external tax advisors?Ensure compliance with state and local requirements related to property management and escrow accountsSystems & Process Improvement?Assist with the implementation, optimization, and maintenance of property management and accounting systems (e.g., Yardi, AppFolio, MRI, RealPage, or similar)?Identify opportunities to improve efficiency, accuracy, and reporting capabilities?Develop and document accounting procedures and workflows?Support automation initiatives related to reporting, reconciliations, and data validationLeadership & Collaboration?Supervise and mentor accounting staff, including property accountants and AP/AR team members?Serve as a financial partner to property managers, regional managers, and operations leadership?Provide training and guidance on accounting policies, procedures, and best practices?Act as backup to the Controller as neededWe 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 behavioral health client of ours in Pleasanton, CA is seeking a Medical Records Clerk to support the management, protection, and maintenance of sensitive behavioral health patient records. This... More role plays a critical part in ensuring compliance with HIPAA, and applicable county/state regulations while supporting clinical, administrative, and compliance teams.The Medical Records Clerk will work onsite, four days per week (32 hours, 8 hours a day Mon-Thurs), during standard business hours under a 5-month contract. Key Responsibilities:? Maintain, organize, and manage behavioral health and mental health patient records, mostly electronic and some paper-based? Scan, upload, index, and file clinical documentation that they get from faxing or mailing into the electronic health record (EHR) system (Valent)? Ensure medical records include required documentation such as:? Intake assessments? Psychiatric and psychological evaluations? Treatment plans? Progress notes? Discharge summaries? Process Release of Information (ROI) requests in compliance with HIPAA ? Verify authorizations prior to releasing records and ensure appropriate redaction of restricted information? Track missing, incomplete, or unsigned documentation and follow up with clinical staff as needed? Assist with record preparation for audits, quality reviews, legal requests, and inspections? Maintain strict confidentiality of patient information at all times? Support record retention and destruction schedules in accordance with regulatory requirements? Work collaboratively with clinicians, administrative staff, and compliance teamsThe payrate range starts at $22/hr, and has flexibility depending on qualifying skills and 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

We are looking for a Senior Land Planner to join our Evergreen division. The Senior Land Planner is responsible for providing environmental technical project support for the gas and electric... More vegetation management activities, construction, and the operation, and maintenance of the company's facilities. This position is responsible for, but not limited to, the following: Act as the Environmental Lead and therefore main point of contact for the line of business and coordinating with the various subject matter experts on their tasks and deadlinesReview Federal and State legislation and local development plans and policies to understand how they would impact the company's operationsDevelop and monitor environmental and land related project budgets and schedulesIdentify the need to conduct CEQA/NEPA reviews on projects, acquire environmental resource discretionary permits, complete the application process and negotiate the terms of such permits with the regulatory and land management agenciesPerform feasibility and support routing/siting studiesEnsure environmental compliance on routine maintenance work and large construction projects or activitiesAttend public or agency meetings and present projects via information programs or public hearingsProvide guidance, technical direction, and in coordination with legal, act as the liaison on environmental issuesWork Supervisor over environmental contractor and manage the quality of their work product and tasks including contractor safety. Main Job Functions:Environmental Review, Permitting, Notifications and Compliance:Conduct environmental reviews, obtain discretionary permits and clearances required for the construction, operation, and maintenance of facilities on private, Federal, and State lands. Coordinate environmental studies for permit acquisition and work with environmental specialists to develop protection and mitigation measures.Work with line of business to implement permit conditions.During and upon project completion, ensure permit compliance is implemented and all conditions have been met.Consult with Law Department regarding environmental compliance.Land use:Research and analyze company and public records to assess land uses and possible needs to change zoning or public use; identify possible land constraints and regulatory jurisdictions; and local, State, and Federal permit requirements associated with access or encroachment.Develop strategies to mitigate and minimize public concerns regarding the construction, operation, and maintenance of facilities.Provide assistance to other internal groups and the line of business to identify permit triggers, appropriate reviews and local approvals required for siting of properties.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 an Environmental Engineer to specialize in Water Permitting for a leading utility provider. This role is specifically focused on new permitting for projects in the wastewater... More and stormwater management for facilities and linear projects across the state. This role also applies engineering and environmental science principles to ensure projects comply with local, state, and federal environmental regulations. If you are looking to join an organization that is specifically focused on bettering the lives of people across the state, this role will be perfect for you. Responsibilities include:-Managing environmental permitting, regulatory compliance, and front-end environmental due diligence for company projects. -Manage wastewater/water environmental permits, including application preparation, submission, tracking, renewal, and close-out.-Ensure ongoing compliance with permit conditions, regulatory requirements, and environmental standards.-Conduct front-end environmental due diligence-Coordinate and manage Phase I Environmental Site Assessments (ESAs) during project planning and acquisition stages.-Oversee environmental reviews related to threatened and endangered species, habitat impacts, and environmental constraints.-Coordinate archaeological and cultural resource surveys as required by federal, state, or local agencies.-Support NEPA and state-level environmental review processes, including documentation and agency coordination.-Prepare and review environmental drawings, calculations, and supporting technical documentation.-Conduct site assessments, field inspections, and data analysis to support permitting and compliance decisions.-Prepare technical reports and compliance documentation.-Coordinate with agencies on permitting requirements, inspections, and meetings-Work closely with engineering, construction, operations, and legal teams to integrate environmental requirements into project design, schedule and execution.-Advise project teams on environmental impacts, regulatory constraints, and mitigation measures.-Support development of bid documents (RFPs, IFBs) and environmental scopes of work for consultants and contractors.-Oversee environmental monitoring programs and maintain accurate compliance records.-Manage permit conditions, inspection schedules, and reporting deadlines.-Assist in developing and improving internal environmental policies, procedures, and pollution prevention programs.-Advise on environmental impacts associated with construction and infrastructure projects.-Maintain organized, audit-ready environmental documentation.The compensation range for this position varies from $95,000 to $125,000 depending on years of experience, qualifications, and licenses.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

Position Summary Reporting to the Director of Project Management, the Project Manager is responsible for full cradle-to-grave delivery of assigned construction and facilities projects, from initial... More concept and programming through design, construction, close-out, and operational handoff. This is an individual contributor role with direct accountability for scope, schedule, budget, quality, safety, and stakeholder coordination. The role supports a campus environment with active operations and diverse stakeholders, requiring strong leadership, technical competence, and the ability to deliver projects while minimizing disruption to ongoing academic, residential, and support functions. Key Responsibilities Manage projects through the full lifecycle including planning, programming, design, permitting, procurement, construction, close-out, and turnover. Serve as the primary point of accountability for project outcomes related to scope, schedule, budget, quality, and safety. Lead project kick-off meetings, establish project execution plans, and maintain clear documentation throughout the project lifecycle. Coordinate project close-out, ensuring all documentation, warranties, as-builts, and operational requirements are complete prior to handoff to Facilities Operations. Planning, Cost & Schedule Management Develop and manage project budgets, schedules, and cash flow forecasts. Track and control project costs, including review and approval of payment applications. Manage change control processes, including directives, potential change orders, negotiation, documentation, and approval. Collaborate with project controls and finance teams on monthly cost reporting and capitalization. Consultant & Contractor Management Manage architects, engineers, contractors, and specialty consultants throughout the project lifecycle. Coordinate procurement, competitive bidding, and contract execution in collaboration with Sourcing and Legal. Ensure contractor compliance with contract requirements, safety standards, and campus policies. Lead punch list activities and verify corrective work completion. Permitting, Compliance & Coordination Coordinate permitting, inspections, and approvals with applicable authorities and internal stakeholders. Ensure projects comply with applicable codes, standards, and institutional requirements. Coordinate access, security, and logistics for contractors working in occupied campus facilities. Asset Turnover & Warranty Management Ensure all relevant close-out documents are completed prior to release of final retention payment to contractor. Manage warranty periods and coordinate corrective work prior to warranty expiration. Conduct end-of-warranty walkthroughs and turnover meetings with Facilities 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 seeking to hire an Investor Relations Operations Analyst for a global investment firm based in Dallas, TX.The ideal candidates will be a multi-talented, extremely detailed focused... More and hands-on self-starter who will provide implementation and support for several data and reporting projects. This opportunity is a fully in-office position based out of our Dallas, Texas HQ and reports to the Head of Investor Relations. Responsibilities:-Co-Lead all data analysis and reporting efforts including, but not limited to, investor performance, KPI tracking, and business development activity reporting. Responsible for actively identifying, capturing, analyzing, and managing the company's data in CRM systems with the overarching goal of helping facilitate both decision-making efforts and proactive work environment.-Use your growing repertoire of data analytics skills to influence and develop automated reporting systems to maintain and publish investor reports on a quarterly basis.-Spearhead CRM integration into other firm tech systems/initiatives as we assess new vendors and continue to refine our internal processes.-Ownership of data clean-up, accuracy and quality control.-Produce and disseminate quarterly investor reporting packages including capital statements and underlying firm updates.-Monitor CEO?s investor contact activity to maintain updated investor tracking reports.-Internal process document creation business planning, training, and business development activities.-Assist with the compilation of The Disruptive Daily Newsletter-Participate in investment transaction operations by updating colleagues with investor stage, document status, and cash receipts.-Produce and disseminate quarterly investor reporting packages including capital statements and underlying firm updates.-Respond to investor inquiries on an ad hoc basis.-Input investor contact stages and investor information using Backstop CRM-Continuously enhance current investor reporting to create repeatable process to advance the firm forward and support growth.-Proactively design, produce and implement new tracking reports in the CRM for accurate and timely internal communication.-Work with senior management to plan, design, and implement an online investor portal.-Participate in person in internal meetings both firm-wide and segmented by department.-Monitor email on nights and weekends to ensure active investor progress continues.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