Job Search Results for Finance
Mar 26, 2026
Three Chopt, VA
|
Accounting / Finance
|
Contract-to-perm
|
$36 - $45 (hourly estimate)
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Insight Global is seeking a Senior Accountant for a top consumer products/manufacturing client in the Richmond, VA area. This Senior Accountant will play a key role on a lean corporate accounting... team, owning general ledger activity, month-end close, and balance sheet reconciliations. Responsibilities:? Own and maintain the general ledger for assigned entities/accounts, ensuring accuracy and completeness? Prepare and post journal entries as part of the monthly and quarterly close processes? Perform detailed account reconciliations, primarily on the balance sheet, and investigate/resolve discrepancies? Support and help drive the month-end and quarter-end close, ensuring deadlines are met? Lead fixed asset processes, including: ? Monthly fixed asset entries? Capital projects spend approvals? Tracking and reporting of Construction in Progress (CIP) balances? Collaborate with cross-functional partners (FP&A, Operations, etc.) to ensure proper accounting treatment of transactions? Assist with the preparation of financial statements and related supporting schedules? Analyze financial results, prepare variance explanations, and provide insight into trends to management? Utilize the ERP system for reporting, data pulls, and reconciliations? Support internal and external audit requests by providing schedules and documentation 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/.
Mar 26, 2026
Pleasanton, CA
|
Accounting / Finance
|
Contract-to-perm
|
$26 - $32 (hourly estimate)
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Grammar and spelling must be verified and accurate.? Ensure that billing batches are reviewed by management prior to being posted and sent to the customer.? Interface with service sales personnel to ensure that billing is processed accurately and timely.? Support sales personnel with work order updates and other pertinent billing information.? Monitor of outstanding work orders: work orders that can be billed need to be identified by utilizing the IFS work order screen. Track old service orders to ensure timely billings upon completion of work.? Credits and rebills may need to be processed for various reasons including previous billing errors, scope of work covered under warranty or another contract.? Maintain customer information including purchase orders.? Mail, email, and process on-line billings invoices.? Update and maintain database master files.? Any other duties and responsibilities as assigned by the FSO Manager.? Send invoices by mail, email, or billing portal? Review and fix rejected work orders.? Post credits and submit rebills for invoicing.? Review all quoted work orders: Auto-bill quoted work orders that meet billing requirements, Update the quote source on the work order if required by the project manager, Add a Billing Status note explaining why a work order can?t be billed, Log unbillable work orders in Smartsheet for the PM to review and update, Check Smartsheet daily for updates or follow-ups on open work orders, Update the completion date in Smartsheet when a work order is ready to bill (this archives it), Update the Billing Status note whenever there?s a follow-up or new information, Review all open work orders and confirm why they remain open; follow up with the PM or technician if needed? Review all service call work orders: Bill completed service calls once all costs are posted, Add a Billing Status note explaining why a work order can?t be billed, Contact the technician if information or parts are missing, Update the Billing Status note for any follow-ups or changes, Review all open service calls and confirm why they remain open; follow up with the technician if needed.? Review and post all trailing costs.? Work orders on Smartsheet over 45 days old will be reviewed by the FSO manager; close them once billing instructions are received.? Close work orders in WIP over 120 days old as directed by the FSO manager.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Billing Coordinator","City":"Pleasanton","ExpirationDate":null,"PriorityOrder":0,"Requirements":"? High School diploma minimum. Bachelor\u0027s degree in finance, accounting, or equivalent field preferred.? 1-2 years of experience in computerized billing and data entry with systems such as IFS or similar electronic invoicing systems.? Strong analytical and problem-solving skills with attention to detail.? Strong proficiency in Gmail and Microsoft Office, particularly ExcelGood communication skills- verbal and written. Be able to communicate effectively with project managers, customers, co-workers, GC\u0027s and executives.","Skills":"? Construction industry experience is highly desirable but not required.Knowledge and familiarity of the IFS database program is a plus.","Industry":"Accounting / Finance","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":32.0000,"SalaryLow":25.6000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
Under the direct supervision of the Facility Service Operations (FSO) Manager, this position will be responsible for the timely preparation of accurate costing and billing of service work for their... designated Project Managers and technicians.Essential Duties & Responsibilities? Process service calls and small project invoicing to ensure accurate costing, proper markups and scope of work and adherence to contractual requirements.? Prepare billing; all jobs must be reviewed for completeness, including description of material used, accurate costs and sell prices, equipment serviced, and work performed. Full and accurate descriptions of work performed must be entered for each order prior to invoicing. Grammar and spelling must be verified and accurate.? Ensure that billing batches are reviewed by management prior to being posted and sent to the customer.? Interface with service sales personnel to ensure that billing is processed accurately and timely.? Support sales personnel with work order updates and other pertinent billing information.? Monitor of outstanding work orders: work orders that can be billed need to be identified by utilizing the IFS work order screen. Track old service orders to ensure timely billings upon completion of work.? Credits and rebills may need to be processed for various reasons including previous billing errors, scope of work covered under warranty or another contract.? Maintain customer information including purchase orders.? Mail, email, and process on-line billings invoices.? Update and maintain database master files.? Any other duties and responsibilities as assigned by the FSO Manager.? Send invoices by mail, email, or billing portal? Review and fix rejected work orders.? Post credits and submit rebills for invoicing.? Review all quoted work orders: Auto-bill quoted work orders that meet billing requirements, Update the quote source on the work order if required by the project manager, Add a Billing Status note explaining why a work order can?t be billed, Log unbillable work orders in Smartsheet for the PM to review and update, Check Smartsheet daily for updates or follow-ups on open work orders, Update the completion date in Smartsheet when a work order is ready to bill (this archives it), Update the Billing Status note whenever there?s a follow-up or new information, Review all open work orders and confirm why they remain open; follow up with the PM or technician if needed? Review all service call work orders: Bill completed service calls once all costs are posted, Add a Billing Status note explaining why a work order can?t be billed, Contact the technician if information or parts are missing, Update the Billing Status note for any follow-ups or changes, Review all open service calls and confirm why they remain open; follow up with the technician if needed.? Review and post all trailing costs.? Work orders on Smartsheet over 45 days old will be reviewed by the FSO manager; close them once billing instructions are received.? Close work orders in WIP over 120 days old as directed by the FSO manager.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/.
Oct 02, 2025
Williamsport, PA
|
Accounting / Finance
|
Perm
|
$70k - $100k (estimate)
{"JobID":451476,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-77.03,"Longitude":41.23,"Distance":null},"State":"Pennsylvania","Zip":"17701","ReferenceID":"DGW-8178e8b7-03b4-4830-918f-599553548375","PostedDate":"\/Date(1759444111000)\/","Description":"A global leader in apparel manufacturing and marketing is seeking a seasoned Accounts Payable Manager to lead a team of five in a high-volume, multi-entity environment. This role is responsible for overseeing the full-cycle AP process, ensuring accuracy, compliance, and efficiency, while driving process improvements and automation initiatives. Key Responsibilities:? Manage end-to-end accounts payable operations, including invoice processing, approvals, and payments.? Supervise and mentor a team of 5 AP staff? Oversee weekly payment runs (ACH, wire, check) and vendor maintenance.? Monitor AP aging and resolve vendor inquiries.? Develop and enforce AP policies, procedures, and internal controls.? Support month-end close, accruals, reconciliations, and audits.? Collaborate with Procurement, Treasury, and other departments.? Lead process improvement and automation initiatives.Ensure 1099 compliance and accurate vendor records.Compensation:This is a permanent position offering between $60,000 ? $100,000 per year. Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Accounts Payable Manager","City":"Williamsport","ExpirationDate":null,"PriorityOrder":0,"Requirements":"? Bachelor?s degree in accounting, Finance, or Business Administration.? 5+ years of AP experience, including 2+ years in a supervisory role.? Experience in multi-entity or multi-location environments preferred.? Proficiency in ERP systems (SAP, AS400) and Microsoft Excel.? Strong understanding of AP principles, controls, and PO systems.? Excellent communication, leadership, and problem-solving skills.","Skills":"","Industry":"Accounting / Finance","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":100000.0000,"SalaryLow":70000.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
A global leader in apparel manufacturing and marketing is seeking a seasoned Accounts Payable Manager to lead a team of five in a high-volume, multi-entity environment. This role is responsible for... overseeing the full-cycle AP process, ensuring accuracy, compliance, and efficiency, while driving process improvements and automation initiatives. Key Responsibilities:? Manage end-to-end accounts payable operations, including invoice processing, approvals, and payments.? Supervise and mentor a team of 5 AP staff? Oversee weekly payment runs (ACH, wire, check) and vendor maintenance.? Monitor AP aging and resolve vendor inquiries.? Develop and enforce AP policies, procedures, and internal controls.? Support month-end close, accruals, reconciliations, and audits.? Collaborate with Procurement, Treasury, and other departments.? Lead process improvement and automation initiatives.Ensure 1099 compliance and accurate vendor records.Compensation:This is a permanent position offering between $60,000 ? $100,000 per year. Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.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/.
Aug 05, 2025
Fort Worth, TX
|
Accounting / Finance
|
Perm
|
$100k - $110k (estimate)
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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... 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/ .
Oct 10, 2025
Middle, NJ
|
Accounting / Finance
|
Contract,Perm Possible
|
$60k - $70k (estimate)
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One of Insight Global's healthcare clients is looking for an Accountant to join their team in Cape May, NJ. The ideal candidate will be comfortable working onsite for the first 90 days and will then... transition to a hybrid schedule (2 days work from home.) The accountant must be experienced with account analysis, balance sheet reviews, journal positing, and bank reconciliations. These individuals must have a strong ability to understand and analyze detailed data and work collaboratively with staff and management. They must be able to work with minimal supervision and handle confidential information with a high degree of professionalism. Additionally, they will be responsible for reading contracts/engagements and providing summaries.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/.
Oct 16, 2025
Greenwich, CT
|
Accounting / Finance
|
Perm
|
$90k - $110k (estimate)
{"JobID":456498,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-73.6286,"Longitude":41.0355,"Distance":null},"State":"Connecticut","Zip":"06830","ReferenceID":"DGO-8f964fd3-a762-411b-b458-bfd77d825875","PostedDate":"\/Date(1760638253000)\/","Description":"The primary purpose of this role is to provide underwriting and administrative support for assigned accounts. Including but not limited to collecting data, account setup, producing quotes and binders, issuing policies and endorsements to either the Energy Casualty, General Casualty or Excess \u0026 Surplus Lines Property teams. The Underwriting Assistant will assist Underwriters with day-to-day processing tasks and provide underwriting and administrative support to Underwriters as required.Specific Responsibilities?Working with and supporting the assigned Underwriter to review account submission data and work with broker partners to obtain missing information.?Working in tandem with Underwriting to confirm policy issuance instructions for quotes, binders, policies, endorsements, notices, etc. and effectively complete coding/issuance.?Perform data entry and quality control checks of insurance policy information into in-house systems to agreed, defined standards of accuracy and timeliness.?Generate broker correspondence in electronic format (e-mail) related to transaction processing and informational follow up requests.?Perform ad hoc operational duties to support the Underwriting teams.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Underwriting Assistant","City":"Greenwich","ExpirationDate":null,"PriorityOrder":0,"Requirements":"?Some insurance industry experience is required. ?Self-motivated and willing to develop underwriting knowledge and skills.?Demonstrate high levels of accuracy and have good attention to detail.?Able to work as part of a team.?Good communication skills with focus on delivering strong customer service to external clients.?Degree level qualification.","Skills":"","Industry":"Accounting / Finance","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":110000.0000,"SalaryLow":90000.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
The primary purpose of this role is to provide underwriting and administrative support for assigned accounts. Including but not limited to collecting data, account setup, producing quotes and... binders, issuing policies and endorsements to either the Energy Casualty, General Casualty or Excess & Surplus Lines Property teams. The Underwriting Assistant will assist Underwriters with day-to-day processing tasks and provide underwriting and administrative support to Underwriters as required.Specific Responsibilities?Working with and supporting the assigned Underwriter to review account submission data and work with broker partners to obtain missing information.?Working in tandem with Underwriting to confirm policy issuance instructions for quotes, binders, policies, endorsements, notices, etc. and effectively complete coding/issuance.?Perform data entry and quality control checks of insurance policy information into in-house systems to agreed, defined standards of accuracy and timeliness.?Generate broker correspondence in electronic format (e-mail) related to transaction processing and informational follow up requests.?Perform ad hoc operational duties to support the Underwriting teams.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/.
Mar 18, 2026
Santa Ana, CA
|
Accounting / Finance
|
Contract-to-perm
|
$18 - $22 (hourly estimate)
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This role supports the Operations Team Lead and helps the Command Center keep things running smoothly. You?ll be watching systems overnight to make sure scheduled jobs run correctly, using Control-M... on different platforms. You?ll also keep an eye on servers and services in the data center and do regular walk-throughs during your shift.You should be comfortable using Microsoft Office, communicate well, stay calm when things get busy, and be good at figuring out and fixing problems as they come up.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/.
Mar 18, 2026
New York, NY
|
Accounting / Finance
|
Perm
|
$48k - $60k (estimate)
{"JobID":508392,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-73.94,"Longitude":40.64,"Distance":null},"State":"New York","Zip":"11216","ReferenceID":"PHL-d3300978-46fe-4730-b6ef-67aa940b6fe7","PostedDate":"\/Date(1773872862000)\/","Description":"The Financial Advisor Trainee (FA Trainee) role is intended to be a transitional role where in addition to the below responsibilities, it is expected you learn the requisite set of skills to qualify for the role of Financial Advisor Associate (FAA) in the expected time frame.?Once the Trainee program is complete you will be transitioned into an FAA role and will need to be able to attract and retain clients by addressing their wealth management advisory needs. You 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.?You must possess broad knowledge, and the demonstrated ability to inform, educate and advise clients, with respect to financial analysis, financial markets, financial goals, investment and insurance strategies and products, and wealth management. You must also possess strong interpersonal skills in order to develop a thorough understanding of each client\u0027s individual circumstances and a lasting role as the client?s advisor. As an FA you will be a fiduciary and will put the client\u0027s financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews to determine if there have been changes in the client?s financial status or goals or the need for different strategies or products. Once transitioned to an FA role you will be responsible for all aspects of developing and maintaining client relationships by providing on-going consultation, advice, planning and day to day account servicing.?As an FAA, you will need to rely on relationship building skills and the ability to influence in order to develop their client base and meet their assigned goals. Once assigned a territory, you will educate and coach Retail Store staff to identify referral prospects. You will need to be able to identify enterprise opportunities and engage key partners across the organization as appropriate/necessary.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Financial Advisor Trainee","City":"New York","ExpirationDate":null,"PriorityOrder":0,"Requirements":"Bachelor\u0027s Degree strongly preferred1+ years of relevant work experience or college degreeSIE requiredAbility to obtain Life \u0026 Health, Series 7 and Series 66 (or equivalent) within Licensing \u0026 Registration ScheduleSelf-directed, with strong ability to plan own activities to achieve sales and referral goalsGeneral understanding of wealth products and servicesStrong verbal and written communication skillsStrong organizational and time management skillsAbility to travel to our FA training class upon obtaining all required licenses and registrationAbility to commute to assigned office for in-person training \u0026 studying five days a week","Skills":"","Industry":"Accounting / Finance","Country":"US","Division":"AF\u0026E","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":60008.0000,"SalaryLow":48006.4000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
The Financial Advisor Trainee (FA Trainee) role is intended to be a transitional role where in addition to the below responsibilities, it is expected you learn the requisite set of skills to qualify... for the role of Financial Advisor Associate (FAA) in the expected time frame.?Once the Trainee program is complete you will be transitioned into an FAA role and will need to be able to attract and retain clients by addressing their wealth management advisory needs. You 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.?You must possess broad knowledge, and the demonstrated ability to inform, educate and advise clients, with respect to financial analysis, financial markets, financial goals, investment and insurance strategies and products, and wealth management. You must also possess strong interpersonal skills in order to develop a thorough understanding of each client's individual circumstances and a lasting role as the client?s advisor. As an FA you will be a fiduciary and will put the client's financial interests first when providing ongoing objective financial advice, long-term retirement planning, and annual reviews to determine if there have been changes in the client?s financial status or goals or the need for different strategies or products. Once transitioned to an FA role you will be responsible for all aspects of developing and maintaining client relationships by providing on-going consultation, advice, planning and day to day account servicing.?As an FAA, you will need to rely on relationship building skills and the ability to influence in order to develop their client base and meet their assigned goals. Once assigned a territory, you will educate and coach Retail Store staff to identify referral prospects. You will need to be able to identify enterprise opportunities and engage key partners across the organization as appropriate/necessary.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/.
Mar 25, 2026
Irvine, CA
|
Accounting / Finance
|
Contract
|
$27 - $34 (hourly estimate)
{"JobID":510857,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":-117.73,"Longitude":33.67,"Distance":null},"State":"California","Zip":"92618","ReferenceID":"OCC-0451d183-63be-4ae9-a405-d2755a1480c4","PostedDate":"\/Date(1774450398000)\/","Description":"-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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Financial Coordinator","City":"Irvine","ExpirationDate":null,"PriorityOrder":0,"Requirements":"-","Skills":"","Industry":"Accounting / Finance","Country":"US","Division":"AF\u0026E","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":34.0000,"SalaryLow":27.2000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
-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/.
Mar 26, 2026
Gainesville, FL
|
Accounting / Finance
|
Perm
|
$74k - $93k (estimate)
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Day-to-Day:? Oversee the month-end closing process for both NHP and Meridian companies.? Serve as the primary lead during audits.? Ensure timely publication of financial statements, adhering to a... 10-day close schedule with a final review and release on the 12th of each month.? Review and verify the accuracy of financial data across 20 to 30 different programs.? Prepare and submit monthly and quarterly reports for state grants.Review monthly accounting entries related to grants and invoices.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/.