Job Search Results for Finance

Maintains collateral files and mortgage loan documents in support of the Wealth Management & Investment Services business line. Receives and prepares incoming materials for input into inventory,... More including receiving and shipping files/packages between various locations and verifying the quantity and condition of materials. Maintains orderly and accurate record of all files and related documents in Terminal Digit order. Locates requested documents and files to meet a deadline and accommodates rushed and established Service Level Agreements (SLAs). Performs manual movement of file folders of varying volumes while maintaining organization. Maintains and completes inventories as needed, resolving discrepancies in a timely manner. Research file or document activity as needed. Makes new labels for files and attaches to files or matches new file folders with labels to files. Re-files all documents in a timely manner, including inserting loose documents into corresponding files already shelved. Processes loan documents that are coming in or out for an acquisition or sale. We can pay between $16-$17/hrResponsibilities:-Good understanding of general office procedures and clerical skills - Basic reading, writing, and mathematical skills - Basic knowledge of personal computers and other office equipment - Effective verbal and written communication skills - Ability to collect and organize information.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

An employer in Bay Area, California is seeking a Manger of Energy Management to join their team. This person will - Wear multiple hats across operations, energy, and facilities- Support the opening... More of approximately 25?40 new stores per quarter- Manage the end-to-end process to ensure stores open on time, including:- Coordinating with internal teams and external partnersTracking milestones and resolving delays- Track and manage energy and utility contracts across the portfolio- Oversee ongoing energy-saving programs, which require detailed data analysis and performance tracking- Identify and propose new energy-saving initiatives to reduce operating costs- Ensure utility accounts are properly set up, billed, and paid so services are not interrupted (e.g., preventing power shutoffs)Other responsibilities include:? Manage performance of external partners for utility bill payment, energy management, and BMS system/network maintenance.? Lead coordinator team in the timely, professional, and efficient delivery of responsibilities? Work with internal and external constituents, including utility companies in the set-up, delivery and planning of utilities. Similarly work to integrate data and processes from external partners into internal systems.? Work closely with all constituents, within and outside department, on invoice processing, periodic expense, and capital closing as well as budget and forecast planning.? Effectively and professionally support service escalations from store field team and other constituents.? Work closely with the Director and other areas in support of the company's sustainability (CSR) goals and reporting requirements.? Deliver timely and cost-effective repairs of BMS related equipment.? Identify expense and operational improvements and partner as appropriate to gain approval to implement new ideas.? Provide meaningful periodic and ad hoc reporting for all services and costs related to responsibilities.? Maintain a strong awareness of the overall retail energy industry, including regulatory, commodity and conservation environments that can be risks or opportunities for the company.? Support overall Store Facilities department as part of management team on special assignments, emergency response, and by being on-call for store emergencies on a rotating weekly basis with the other managers on the team.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 right individual for this role will work with the firm's Billing Attorneys, assistants, and internal teams as a liaison with clients, for the purpose of resolving client non-payment issues to... More improve collection realization.Key Responsibilities and Essential Job Functions:Communicate and interact with attorneys, assistants, and clients.Manage assigned attorneys? inventory, specifically monitoring and resolving aged invoices, credit balances, and aged unbilled work.Handle all aspects of attorney and client outreach (via email, phone, and/or mail) to resolve non-payment issues.Respond to collection related requests quickly, effectively, and accurately.Work with peers and management on collection related requests.Partner with the Billing team to resolve auditing issues, reconciliation issues, and escalate concerns as needed.Communicate and report to leadership on delinquent collections and at risk inventory.Expected to maintain a regular and predictable work schedule and full attention to and engagement in work activities on behalf of the firm during business hours unless otherwise approved or required by applicable law.Special projects and duties as assigned.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

A large financial client is looking for a Markets Client Onboarding specialist. This person will manage the end-to-end integration of hedge funds and institutional clients, facilitating account setup... More across products like Equities, Fixed Income, and Swaps. Key duties include driving KYC/AML, coordinating legal documentation, and conducting platform training to ensure a smooth, high-quality onboarding experience. They will be assisting in the onboarding of 1500+ entities to a FICC platform. Client Set Up: They will be reviewing onboarding documentation and entering key static data into internal platforms.Project Management: Drive the end-to-end onboarding process, managing multiple workstreams, timelines, and milestones for new fund launches or client onboarding.Account Setup & Onboarding: Coordinate the opening of client accounts, including KYC/AML documentation, legal negotiations, and operational readiness across product lines.Regulatory & Data Management: Ensure onboarding complies with regulatory timelines (SLAs), maintain accurate records, and adhere to internal AML/KYC policies.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 looking for a Service Representative to join one of Canada's largest Banking institutions for a 1 year contract. This role will be responsible for indexing and creating AWS tickets,... More generate reports and handle department mailboxes. This team builds effective relationships and collaborates with internal teams/LOB?s.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

We are seeking an experienced Full Charge Bookkeeper to serve as a critical partner in managing the financial operations and day-to-day office functions of a growing, fast-paced organization. This... More individual will own the full accounting cycle while also supporting office management, vendor coordination, HR-related administration, and internal process optimization. The ideal candidate is detail-oriented, highly organized, communicative, and eager to grow long-term with the company. Responsibilities will include but are not limited to: ?Own and manage full-cycle bookkeeping and accounting operations, including general ledger maintenance and month-end close?Oversee Accounts Payable and Accounts Receivable, working closely with internal AP/AR teams to ensure accuracy and timeliness?Review contracts to ensure proper handling of payables, insurance requirements, compliance obligations, and vendor terms?Prepare and deliver special financial and operational reports for leadership as needed?Maintain and manage vendor portals, internal systems, and company platforms to ensure compliance and accurate records?Support office management functions, including ordering office supplies, coordinating vendors, and maintaining an organized workplace?Manage fleet-related administration, including documentation, coordination, and vendor communication?Handle incoming calls and assist with leases, vendor inquiries, and general office communication?Assist with HR-related administrative tasks, including onboarding new employees (drug testing coordination, paperwork, system access, etc.)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

Job DescriptionInsight Global is assisting an established boutique law firm in finding a detail-oriented Legal Billing Specialist to support end-to-end legal billing operations. This individual will... More be responsible for compiling, editing, finalizing, and submitting accurate client invoices while partnering closely with attorneys, staff, and clients. The ideal candidate brings strong law firm billing experience, excellent attention to detail, and the ability to manage high invoice volumes with accuracy.Responsibilities? Process and manage all phases of legal billing, including invoice edits, finalization, and posting? Prepare and submit electronic bills (e-billing) and resolve rejections or discrepancies? Handle/deposit cash/check payments and reconcile pa? Ensure compliance with client fee agreements (hourly, flat fee + costs, discounts, split billing, etc.)? Handle a high volume of monthly invoices with a strong focus on accuracy and efficiency? Collaborate with attorneys and legal assistants to incorporate billing revisions as needed? Track and monitor invoice status and provide regular reporting updates? Utilize legal billing and accounting software to maintain accurate financial records? Support additional accounting or special projects as assigned? Maintain confidentiality of all client and firm informationWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

PR: $21-23Insight Global has an?excellent opportunity for?a Freight Audit Specialist?located?in Deerfield Beach, FL. This?salary,?position will report directly to the?Transportation Manager. The... More primary function of this position is to?analyze transportation costs,?identify?discrepancies, and work closely with carriers?and internal teams to resolve issues that are present.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

Our client is seeking a highly motivated and client-focused Client Relationship Specialist to support our Wealth Management division in Century City. This role is ideal for professionals with a... More strong background in banking and investment services who thrive in a fast-paced, client facing environment. You will play a key role in supporting high-net-worth clients and bridging the gap between banking, brokerage, and investment services. Key Responsibilities? Serve as a primary point of contact for high-net-worth clients, ensuring exceptional service and relationship management.? Support money movement, account maintenance, and back-office operations.? Collaborate with investment and banking teams to deliver integrated wealth solutions.? Utilize Salesforce and other internal systems to manage client interactions and documentation.Assist with brokerage investment activities and ensure compliance with regulatory requirements.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 2 Financial Analysts for a healthcare client in Phoenix to support day-to-day financial operations by analyzing monthly results, preparing variance analyses, and assisting... More with operating and capital budgets for assigned departments. The role partners closely with clinical and non-clinical leaders to interpret financial performance, answer questions, and provide actionable insights, while ensuring the accuracy and integrity of reports, forecasts, and models. This analyst collaborates cross-functionally to resolve data issues, improve reporting processes, and support leadership presentations, spending three days per week on-site to work directly with hospital teams in a contract-to-hire capacity.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