Job Search Results for Finance

One of Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in Mineola, NY The Financial Advisor (FA) role is a three-year program with a forgivable draw,... More designed for experienced financial advisors or planners who will deliver financial planning guidance and offer investment management solutions. The FA will need to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.Core Responsibilities:- Deliver comprehensive financial planning and investment guidance, including onboarding new clients through discovery, needs analysis, goal-based advice, and completion of required documentation.- Serve as the primary point of contact for Wealth clients, providing a differentiated service experience and ensuring all clients receive annual reviews, proactive outreach, and ongoing planning support.- Consistently meet quarterly and annual sales goals by deepening wallet share, anticipating client needs, recommending appropriate Wealth solutions, and generating leads through strong partnerships.- Identify referral opportunities across Retail, Small Business, Commercial, and HNW Wealth partners, supporting integrated relationship management and maximizing client value.- Maintain full compliance with all federal and state regulations, internal policies, AML/CIP requirements, -Continuing Education standards, and risk-management expectations.- Demonstrate customer-centricity by delivering legendary service, modeling WOW-level interactions, and continually improving the client and partner experience.- Contribute to a positive, inclusive, and collaborative team culture by sharing knowledge, mentoring new FAs, supporting Retail training, and participating in community and company initiatives.- Manage priorities effectively in a fast-paced environment, maintain strong communication with partners, and represent the company professionally in all internal and external interactions.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

Under the direction of the Billing Manager, this position will work at our Pleasanton office. You will spend about 70% of your time with billings; another 20% assisting in the set-up of jobs,... More catching problems early-on to resolve them efficiently; and the remaining 10% with various other accounting issues.ESSENTIAL FUNCTIONS:? Assist the Billing Manager in implementing solid, cost-recoverable T&M and Lump Sum? billings to ensure that we always maximize our billing potential? Gain credibility with internal & external stakeholders.? Serve as a back up to each staff member in the billing department in their respective roles.? Prepare monthly billing projections and invoices with all assembled documentation on a timely basis.? Assist PMs with Job Cost reports and analysis.? Assist PMs with maintaining change order logs.? Research and resolve job/project cost issues through investigation and analysis.? Maintain regional responsibility for researching issues and explaining and/or training personnel to Company's accounting software.? Serve as a back up to all billing functions, including invoice entry, document preparation, document storage, and address any other billing/cost related questions and issues with project managers and sales managersPerform other duties and responsibilities, as assigned by 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/.Less

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... More 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/.Less

One of Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in Hicksville, NY. The Financial Advisor (FA) role is a three-year program with a forgivable draw,... More designed for experienced financial advisors or planners who will deliver financial planning guidance and offer investment management solutions. The FA will need to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.Core Responsibilities:- Deliver comprehensive financial planning and investment guidance, including onboarding new clients through discovery, needs analysis, goal-based advice, and completion of required documentation.- Serve as the primary point of contact for Wealth clients, providing a differentiated service experience and ensuring all clients receive annual reviews, proactive outreach, and ongoing planning support.- Consistently meet quarterly and annual sales goals by deepening wallet share, anticipating client needs, recommending appropriate Wealth solutions, and generating leads through strong partnerships.- Identify referral opportunities across Retail, Small Business, Commercial, and HNW Wealth partners, supporting integrated relationship management and maximizing client value.- Maintain full compliance with all federal and state regulations, internal policies, AML/CIP requirements, -Continuing Education standards, and risk-management expectations.- Demonstrate customer-centricity by delivering legendary service, modeling WOW-level interactions, and continually improving the client and partner experience.- Contribute to a positive, inclusive, and collaborative team culture by sharing knowledge, mentoring new FAs, supporting Retail training, and participating in community and company initiatives.- Manage priorities effectively in a fast-paced environment, maintain strong communication with partners, and represent the company professionally in all internal and external interactions.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

One of Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in Hauppauge, NY. The Financial Advisor (FA) role is a three-year program with a forgivable draw,... More designed for experienced financial advisors or planners who will deliver financial planning guidance and offer investment management solutions. The FA will need to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.Core Responsibilities:- Deliver comprehensive financial planning and investment guidance, including onboarding new clients through discovery, needs analysis, goal-based advice, and completion of required documentation.- Serve as the primary point of contact for Wealth clients, providing a differentiated service experience and ensuring all clients receive annual reviews, proactive outreach, and ongoing planning support.- Consistently meet quarterly and annual sales goals by deepening wallet share, anticipating client needs, recommending appropriate Wealth solutions, and generating leads through strong partnerships.- Identify referral opportunities across Retail, Small Business, Commercial, and HNW Wealth partners, supporting integrated relationship management and maximizing client value.- Maintain full compliance with all federal and state regulations, internal policies, AML/CIP requirements, -Continuing Education standards, and risk-management expectations.- Demonstrate customer-centricity by delivering legendary service, modeling WOW-level interactions, and continually improving the client and partner experience.- Contribute to a positive, inclusive, and collaborative team culture by sharing knowledge, mentoring new FAs, supporting Retail training, and participating in community and company initiatives.- Manage priorities effectively in a fast-paced environment, maintain strong communication with partners, and represent the company professionally in all internal and external interactions.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

This Client Relations Specialist will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the advisor for client reviews.... More Other daily, weekly, and/or monthly tasks may include:?Submitting allocation changes that the advisors have determined, assisting with penalty-free withdrawals and income elections on annuity contracts, running performance reports for client meetings and phone calls, assisting clients with logging into their Client Portal accounts, updating financial Roadmaps for client review meetings, processing RMD?s, opening new accounts for existing clients when needed, assisting clients with employer plan rollovers, etc.?Utilizing websites and software to obtain client and product information?Responding to client service calls, emails and texts in a friendly and professional manner?Completing each service request and resolving client issues in a timely manner?Inputting detailed notes into CRM and keeping updated?Coordinating and following up on client transfers, contributions, distributions?Preparing servicing documents, communicating with clients to obtain signatures and/or supporting documents, reviewing documents prior to submission, and following the process through to ensure completion?Updating client plans for upcoming review appointments and processing post-review follow up items?Maintaining professional communication with clients and other team members?Assisting in setting client appointments for advisors when needed?Cross training to assist with New Business processing?Meeting with clients to review plans, answer questWe 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

Ensure compliance with the client's Anti-Money Laundering Program to mitigate the risk of the card program being used as a conduit for money laundering, the financing of terrorist acts or the... More financing or commission of other crimes. Monitor various AML reports, cardholder balances and cardholder transactions to identify and document fraudulent activity; report such activities to the Compliance Officer, government agencies via Suspicious Activity and Currency Transaction reporting. Monitor and actively work the negative balance activity reports to reduce the risk of financial loss.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is seeking a Sr. Program Manager who is responsible for rapid, consistent, and efficient program management through planning, managing, executing, organizing, directing, and... More controlling all program and/or project deliverables in accordance with program/project objectives, segment goals, initiatives, and strategy. Coordinate efforts of the service and engineering teams to ensure customer goals and timelines are met. Coordinates customer interface support and assures compliance to contract and product specifications from receipt of contract through termination of the program.This position requires technical and administrative control of the portfolio of projects in accordance with the agreed/authorized objectives, schedule, commercial target, internal/external requirements as well as regulatory body and class society requirements. The Sr. Program Manager may have supervisory responsibility, and as such will supervise, develop, and mentor assigned personnel.Responsible for overall program direction. Accountable for achieving well-defined programs/projects, ensuring they meet schedule, specification, cost, and business case requirements expressed as objectives agreed with the Customer. This includes the application of key program management techniques including integrated planning, work breakdown structure application, the management of customer/contract scope, quality, requirements and deliverables, risk management and financial/schedule management and reporting.Coordinates with Sales / Bids & Proposal groups to understand and implement proposal plans/contract budgets, deliverables, schedules to establish accurate scope of contract work to meet contractual requirements. In conjunction with Sales and Bids & Proposals, manages the transition from the proposal phase to the contract phase, effectively communicating the requirements and objectives to all organizational disciplines. Coordinates with all functional areas in the establishment and implementation of a project plan. ?Negotiates? with all functional disciplines for accomplishment of necessary work within schedule, cost, and performance requirements.Proactively monitors risks, opportunities, and program/project performance to ensure project is achieving all business objectives and coordinates development of recovery plans in areas of deficient performance.Serves as a leader within the Fairbanks Morse Engines team. Assures the multi-disciplined team collaborates effectively to develop detailed plans to achieve the contract objectives.Manages all communications with the customer. Serves as the customer advocate for all matters pertaining to the program. As the customer advocate, participates in all areas requiring resolution, whether with other departments/functions, organizations, or suppliers.Assures adequate cost collection occurs to verify budget accuracy.Evaluates all phases of the assigned programs and/or projects including budget, schedule, technical performance, and manufacturing performance, actuals, and variances. Provides periodic reports to management to reflect the status of the program. Insures organizational and contractual compliance.Assists other Program Managers and Sales to quickly recognize, understand and implement changes in other programs and proposals from ?lessons learned?. May directly manage one or more associates. Administers performance management programs including performance plans and assessments, development plans and recommends staff levels, promotions and salary increases.May be required to occasionally travel to customer or supplier locations.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

The Accounts Payable Clerk supports the day-to-day accounts payable operations for the Fund. This role is responsible for processing payments, maintaining vendor records, supporting interfund... More transactions, and assisting with monthly and quarterly accounting schedules. The ideal candidate is detail-oriented, comfortable working with multiple systems, and able to meet recurring deadlines in a regulated, nonprofit environment.DUTIES AND RESPONSIBILITIES ?Initiate and process various payments ?Prepare and process bill payments ?Upload and manage ACH files and wire payments in bank website?Process reissued checks, including uploads and tracking in bank?Upload daily cleared check activity from bank?Track, schedule, and manage bill due dates to ensure all payments are processed accurately and on time?Create and maintain new vendors in NetSuite?Communicate with internal teams regarding AP bill approvals?Monitor claims from the EDD, and respond as required?Prepare AP-related journal entries?Prepare various journal entries related to bills and bill payments?Support AP/AR schedules and reconciliations?Prepare quarterly reclassification journal entries ?Review bill coding against approved budgets?Perform monthly statement reconciliations?Prepare and maintain monthly AP audit schedulesWe 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 Finance Risk Management (FRM) group within Corporate Risk oversees front line risk activities of the Finance organization. Enterprise Finances activities are critical to the financial risk... More management of the Company, including, but not limited to, setting, and managing the capital and liquidity positions, executing CCAR, managing interest rate risk, balance sheet management, financial forecasting, line of business capital allocations, funds transfer pricing, and financial and regulatory reporting among others. Additionally, Enterprise Finance encompasses operational, compliance and reputational risk across the various activities. This newly created team is responsible for enhanced effectiveness of IRM oversight, creating streamlined IRM interaction with Enterprise Finance and a comprehensive view of risks across the Finance organization. The FRM team is led by the Finance Chief Risk Officer, reporting directly to the Companys Chief Risk Officer. The group regularly produces reporting for presentation to senior management, management-level committees, the Board of Directors and Regulators. This role will support Finance Risk Management (FRM) technology and data projects across Interest Rate, Liquidity, and capital risk subject areas.We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to Human Resources Request Form. The EEOC "Know Your Rights" Poster is available here. To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .Less