Job Search Results for financial services

One of Insight Global's large healthcare clients in Camden, NJ is looking for a Director of Patient Financial Services to join their team. This individual will report to the AVP of Revenue Cycle... More Operations and have 65-70 direct reports, including a manager and supervisor. This role involves working directly with Corporate Finance to review/perform financial forecasting, trend/cost/revenue analysis, maintenance/administration of compensation plans, payroll management, and monthly grant reports. Day to day duties include preparing proposals on new business opportunities, coordinating and facilitating operational and financial efficiency, and using industry benchmark data reports and surveys for operational analyses. Additional duties include managing registration and charge entry processes for external locations with internal physicians and evaluating billing details/coding levels. They will also be responsible for monitoring contracts, and acting as a liaison for external institutions. Schedule: M-F onsite for first 3-6 months, then hybrid (3 days onsite)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 HR@insightglobal.com. 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

As a Client Relationship Manager/Client Service Representative (CSR) you will be the main point of contact for client's customers dealing in Futures & Options and OTC clearing. The primary functions... More of this role are to provide client support with trade/position management, relationship management, and field market/product inquiries across the derivatives space. This role will be supporting top tier institutional clients, which will require outstanding customer service to enhance the overall relationship.Responsibilities: Subject matter expert for client queries regarding trades, positions, lifecycle events, commission, reporting, product offering Navigate the organization (central point of contact for client) by doing research and/or internal outreach to get responses to client queries and escalations Escalation point for clients as well as internal teams that are looking to drive resolution on critical initiatives Coordinate outreach and understand clients intentions around last trade date, esp. on physically settled contracts, and options expiries Coordinate client requests for additional access to the Mercury portal Establish frequent dialogue with the Marketing team keeping them abreast of client concerns or product asks and tracking this via internal databases Establish regular meetings with priority clients to drive discussions around metric trends, outstanding issues (OILs), and strategic industry focus areas. Meetings should encompass a holistic view of the operational side of the relationship (Product, Collateral, Brokerage, Clearing, etc.) Meetings should have set agendas, accompanied by presentations where applicable, and should be followed up with call reports Work with Client Service Relationship Managers to establish prioritization on priority client OILs, keep OILs updated in sharepoint, and ensure regular focus on moving solutions forward Work with clients to move them toward self-service opportunities on the portal, reduce client accommodations, and use etask/tableau metrics to look at opportunities for reducing manual processes Maintain client profiles, procedures and up to date contact informationRequirements: The role will demand that the candidate is a strong communicator and leader, as the function demands frequent interaction with business partners as well as clients The candidate must be able to work in a fast paced environment and be an effective multi-tasker The candidate should be able to act without immediate supervision and have the ability to take ownership of tasks/processes The candidate should be able to evaluate the risk elements of such a client facing role and ensure tasks are carried out in a controlled fashion Candidate should be proficient in Microsoft Excel, Word and PowerPoint The candidate must be well versed in client execution and clearing, for both futures and derivatives products on global markets Knowledge of industry rules and regulations, as well as common street wide business practices is requiredWe 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 HR@insightglobal.com. 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

The ideal candidate for this role will be someone who enjoys building relationships and who knows how to follow through with sales opportunities while providing superior client service; always... More putting clients first. Initial duties include working alongside the other advisors, servicing existing clients, making active outbound calls to set appointments with prospects & existing clients, client relationship building and participation in public seminars to include introducing the main Advisor. This Advisor will also have the opportunity to meet one on one with the leads from the companys well-established marketing funnels, including seminars and referrals.Minimum Requirements: College degree preferred 2 + years of financial services experience with an emphasis on sales Life and Health Licensed; Series 65 preferred Strong organizational, prioritization, interpersonal & management skills Strong mathematical and analytical skills Excellent communications skills; both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word & Power point) Experience with Redtail/CRM preferred, but not required Position Responsibilities: Prepare, present and implement customized financial plans Assist clients with annuities, life, long-term care & managed money Provide financial planning advice to include investment, insurance & retirement Develop, manage and retain strong client relationships Assist Executive leadership with meeting individual and team goals Key Traits: Strong initiative Positive attitudeAbility to market to local clients Persistence An entrepreneurial perspective to build client base Persuasive abilityClient-focusedAdaptability and open mindedness Problem SolverWe 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 HR@insightglobal.com. 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

A client/employer of Insight Global is searching for a Financial Controller to join their New England team. This person will oversee two direct reports and travel between three branches within the... More area monthly. This person will manage and oversee all accounting and finance functions including revenue recognition, cost accounting, inventory management, accounts payables, and receivables. This role requires performing month-end and year-end close procedures, providing support and collaborating with managers and other key stakeholders, and ensuring adherence to corporate financial controls.Responsibilities may include:- Preparing financial statements and overseeing balance sheet reconciliations- Manage and conduct audits based on physical inventory- Supervise and develop junior accounting/finance team- Develop financial forecast based on previous company performance dataWe 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 HR@insightglobal.com. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Insight Global is seeking a highly skilled Financial Statement Preparation Specialist to assist one of our customers with the preparation of their Q1 financial statements. This short-term contract... More position requires a professional with extensive experience in preparing comprehensive financial statements, including cash flow statements.Responsibilities:Collaborate with the finance team to gather and analyze financial data.Prepare and finalize Q1 financial statements, ensuring accuracy and compliance with relevant accounting standards.Develop detailed cash flow statements and other financial reports as required.Assist in the review and reconciliation of financial records.Provide insights and recommendations to improve financial reporting processes.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 HR@insightglobal.com. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Insight Global is seeking a Financial Analyst to join our client's corporate Treasury team. The Financial Analyst role involves managing the company's $8 billion debt portfolio, executing the share... More repurchase program, and mitigating financial risk through hedging. Responsibilities include modeling refinancing scenarios, analyzing financing opportunities, preparing various financial reports, and ensuring compliance with debt covenants. The position also involves developing projections for cash and debt, preparing presentations for the board and Credit Rating Agencies, and serving as a backup for Treasury Operations.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 HR@insightglobal.com. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Insight Global is seeking a Sanctions Senior Service Representative (EFTR) to join CCBO Payments Operations, the centralized wire hub for a major financial institution. This role is responsible for... More supporting the review, correction, and resubmission of electronic funds transfer records to FINTRAC, ensuring compliance with Canadian AML reporting requirements for international wire payments of $10,000 or more. Key duties include monitoring and editing records before FINTRAC submission, using the EFTR Reject Management Tool to enrich and repair records, and addressing warnings or rejections for timely resubmission. The position requires strong attention to detail, fast and accurate data entry, and the ability to manage repetitive tasks efficiently in a deadline-driven environment. The role follows a hybrid schedule with at least one day per week in the Mississauga office, and may require overtime during peak periods.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 HR@insightglobal.com. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less

Insight Global is seeking a Senior Service Representative (FIRCO Officer) to join the centralized payments operations team at a major financial institution. This role serves as the first line of... More defense for wire payment processing and sanctions compliance, ensuring timely and accurate processing of incoming and outgoing wire payments. The officer will conduct sanctions screening using specialized applications like FIRCO, investigate and resolve potential matches, and escalate true or complex alerts to AML teams or senior management. Additional responsibilities include providing subject matter expertise to junior staff, supporting audits, responding to inquiries, and recommending process improvements. The ideal candidate is detail-oriented, thrives in a fast-paced environment, and is eager to build expertise in sanctions compliance and payment operations. This position follows a hybrid schedule with at least one day per week in the Mississauga office and may require overtime during peak periodsWe 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 HR@insightglobal.com. 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 mid-level analyst candidate to sit in the market surveillance group at a large financial client of ours. This group sits within the Financial Crime Compliance Group, a... More centralized surveillance function within the Global Compliance Department. The group strives to detect potential insider trading, market abuse, violations of regulations and policies related to information barriers, and/or violations of firmwide trading policies through established advanced technology-based trading surveillances. Market Surveillance focuses on establishing surveillances to cover all business units globally. The opportunity within Market Surveillance is preferred to be onsite in SLC and will focus on surveillance alerts, ad-hoc investigations arising from internal escalations and regulatory inquiries, as well as project-based work on building out trade-surveillance parameters underpinning new surveillance technologies.Key Responsibilities *Identify potential insider trading, information barrier, and market manipulation scenarios through investigations and analysis of trading alerts *Research market-moving events and create market color, conduct an analysis of the trading in the context of this market color, develop and support a recommendation *Investigate potential trading issues flagged by the business units, such as the Global Markets Division and Investment Banking *Liaise with strategy groups, Engineering, and Technology in the development, review, and testing of new/existing automated surveillance models and output *Coordinate with the Anti-Money Laundering Group globally on trading-related investigations and potential escalations *Pursue ad-hoc projects related to trading around market-moving news events such as merger & acquisition announcements, offerings, corporate accounting scandals, etc. *Participate and potentially lead working groups that focus on enhancing controls/quality of the trade surveillance programWe 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 HR@insightglobal.com. 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

Day to Day: Insight Global is seeking a Middleware Engineer to join one of our largest financial clients in a variety of markets. They will lead end-to-end and administration duties for banking... More platforms, delivering Windows Middleware infrastructure for enterprise projects and regulatory initiatives. They will need to have a background in Middleware web services experience to include middleware installation, configuration, risk mitigation and remediation, update and support the infrastructure behind internal enterprise applications. They will ensure production stability, platform remediation, patching and upgrades, performance tuning and trouble-shooting/triage as L3 production support.They will create, maintain and support the application deployment templates serving as a Windows IIS administration engineer, making recommendations on IIS best practices in application development and deployment. They will be interfacing with internal customers and external vendors for consultation at various points of the software development life cycle (SDLC) as well as communicating with business partners at an enterprise level.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 HR@insightglobal.com. 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