Job Search Results for financial analyst

Insight Global is looking for a Sr Quality Assurance Analyst who will play a pivotal role in the software delivery process to deliver superior quality software solutions to an international... More market.Insight Global is looking for a hands-on senior quality assurance analyst to lead POSH system/integration. The position will entail interacting with other QA analysts, business analysts, project leaders/managers, programmers, and programmer analysts to fully define and document testing requirements, documentation needs, meeting corporate policy requirements with respect to testing efforts and efficient execution of test plans to meet demanding schedule requirements.As a part of the POSH business unit, you will be instrumental in managing testing efforts, provide guidance/oversight to the group (both development and business partners), manage the testing scheduling, and execution of the testing plans to ensure meeting targeted delivery dates with a high level of quality.Day to Day: Clearly communicate with other teams to understand and define testing efforts.Develop/create test plans, test cases, test scripts and test reports on multiple projects of varying size.Complete testing via ATM simulators (Paragon) and network testing with other simulators.Validating that user expectations are achieved during the testing process.Reviewing user requirements documents to ensure that requirements are testable.UAT defect tracking.Create/maintain multiple test environments and test data sets.Gatekeeping efforts to ensure corporate policy is maintained from a testing perspective.Creating related documentation user guides, release notes, etc.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

We are seeking a full-time Data Analyst to join our team on-site at our Santa Ana, CA office. In this role, you will analyze complex datasets to provide actionable business insights, build data... More models, and generate reports to track operational performance. Responsibilities also include identifying trends, optimizing processes through data-driven recommendations, and effectively presenting findings to stakeholders to support decision-making.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 highly skilled PL/SQL Developer with deep hands-on experience building new database driven functionality and a strong understanding of how to create high quality user... More stories to join one of our financial clients in Charlotte, NC. This role is ideal for someone who thrives in a fast-paced environment, takes ownership of their work, and delivers clean, reliable, high-performance PL/SQL code without the need for hand holding. You?ll be working with Oracle 19c in a private cloud environment, supporting financial technology sub ledger systems while contributing to new feature development and reporting solutions. This is a developer centric role, not a DBA position ? HOWEVER, this role specifically requires someone who is highly proactive, driven, and confident working directly with financial business users to extract requirements and translate them into clear, actionable user stories. If you?re a self-driven engineer who enjoys designing and implementing business logic at the database layer and are confident to take on some analytical work to include working with end users and stakeholders to define actionable user stories, this is a strong opportunity to make an impact. This role is 3x onsite in Charlotte, NC.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 financial data manager to support a large federal client in Puget Sound, WA. This client is supporting a large financial transformation for the Department of the Navy. The... More client is supporting the migration of legacy financial systems to Navy ERP. On a daily bases, this candidate will be sitting side by side with the government customer focusing on customer support, troubleshooting, communications across teams, and end user support. Some focus areas will be preparing for the conversion, data prep work, understanding of the future data solutions, site level remediation for the site level impacts, and the mapping of business processes from legacy to the future state system. The ideal candidate will support data-relevant activities that the BSO is responsible for including load validation, data cleansing, etc. You will assist in coordinating the execution of these activities across all regions. The work will be done in an on-site capacity, with some potential for hybrid work after ramping up. This a long-term contracting role with Insight Global through 2026, with potential extensions. The client is aiming for a start date of August 19th. This role will be a part of a larger team spread out across the country, with a smaller team of core leads to provide guidance, ramp up, and development.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 international law firm spanning across the US/Europe/Asia is looking for an onsite Tier 2 Service Desk Analyst to join their 365, 24x7 Service Desk onsite in their Denver office - The shift is... More 8am-5pm MST. The Service Desk supports roughly 3000+ end users. This analyst will sit onsite in the Seattle WA office 5 days a week. This role will primarily focus on 1st and 2nd level support handling software issues and more complex issues that may not have a KB written and it needs to be researched. Each field office has their own Desktop techs and this role will be a part of the Service Desk team - this team is encompassed of a virtual Tier 1, a virtual Tier 2 Application Support team and now onsite Tier 2 analysts. The onsite analysts can escalate internally to the virtual Tier 2 App team or to the Desktop team as needed. It is expected that this resource will be able to handle virtual and in-person live support. This resource will serve as one of the "faces" in person for the rest of the virtual service desk, so relationship building is key in this position. We want the end users to have a local onsite technician that they know. They won't be expected to be desktop support as there is another team responsible but more so be a trusted local Service Desk member and be able to connect with end users on a personal level. The firm is in the Top 50 largest law firms in the world; they focus on corporate, litigation, intellectual property, fund formation, public markets, employment, life sciences (#1 law firm for tech and life sciences IPOs), clean technology, real estate, financial services, retail, regulatory and energy practices. The firm received the following awards form Fortune Magazine: Best Companies to Work For, Best Workplaces for Women, Best Workplaces for Flexibility, Best Workplaces for Giving Back, and Best Workplaces for Parents.The Service Desk analyst will serve as the front line for the firm and will assist the organization in managing processes for Incident, Change, Service Request and Problem Management.We are seeking folks who are customer service-oriented, high energy, professional, and eager to learn new technologies. The total team of agents will be handling roughly 400-500 contacts a day (roughly 12-14/hr); roughly 33% of tickets are calls into the Service Desk, and 67% are emails coming in that will be allocated for scheduled calls. This role will require 1 day a month on the phone queue, but the majority of this role is technical research for complex issues, learning about more complex software support instances and staying up to date on new technologies being brought into their environment.Since this is a 365 desk there will be opportunities for the analyst to volunteer to work a holiday for 1.5 pay. The analyst will also accrue up to 10 days PTO to use. This role is a multi-year long engagement. Responsibilities:Provide responsive, timely and high-quality support to corporate customers regarding their technical inquiries, driving ownership and resolution of issues through critical thinking, technical proficiency, and excellent communication.- Research, resolve, and respond to complex questions received via emails, chat, and collaboration tools, providing support on the computing and collaboration environment, including the following systems, platforms, or technology:-Microsoft Office 365 Account Support, Password Resets, etc.-Windows 10; PC Laptop, Desktop and Mobile Device support-MS Office Productivity Suite functional support-Collaboration tools including but not limited to Zoom-Remote support toolsets including: ProxyPro-Support of Audio-Visual teleconference systems, equipment, and scheduling, such as Zoom Rooms-Acquire and maintain knowledge of updated supported platforms and releases, current support policies, and methods of support delivery, to provide technically accurate solutions to customers.-Attend structured and unstructured (shadow, OJT) training sessions offered within the group and assist in training workshops, as well as weekly Team training sessions.-Utilize ITSM ticketing system (such as ServiceNow) to classify, prioritize and enter details of each working interaction with appropriate level of detail and attention to completeness, accuracy, and grammar.-Participate in team projects that enhance the quality or efficiency of Service Desk service.-Average handling time ~9-13 minutes, handling 12-14 contacts/hourly.-Accurate troubleshooting notes, multi-tasking - documenting and troubleshooting simultaneously- The shift is 9am-6pmCompensation: $30-33/hr. Exact compensation may vary based on several factors, including skills, experience, and education.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 client of Insight Global is seeking a License Optimization Analyst to join their team in Linthicum, MD in a hybrid work environment (2 days onsite, 3 days remote). This role is responsible for... More evaluating software license utilization across the organization to ensure cost-effective and efficient use of technology investments. The analyst will assess current licensing usage, identify opportunities for optimization, and provide recommendations that align with business needs and budget objectives. Additionally, this individual will analyze the potential operational and financial impacts of acquiring new licenses, modifying existing agreements, or eliminating underutilized licenses. The ideal candidate will have experience interpreting software asset and licensing data, developing actionable insights, and presenting findings to stakeholders. Strong analytical skills and an understanding of software licensing models are essential. Experience creating dashboards and reports using tools such as Excel, Power BI, or Tableau is required to support tracking, reporting, and data-driven decision-making. This position offers the opportunity to play a key role in driving software cost optimization and licensing strategy across the organization.$65-$75/hr 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/.Less

This role will partner with Rental leaders in delivering Pricing insight to ensure pricing and pricing strategies align with company objectives. Providing recommendations regarding board rates and... More price guidance that will be disseminated to field leadership via collaborative events. This will be done through persuasive presentations and easy to understand analytics. Additionally, they are responsible for maintaining training documentation, SOPs, and providing mentorship to Analysts within the group. The role is intended for finance professionals who demonstrate strong judgment, ownership, and influence. Senior Business Analyst serve as trusted advisors, translating complex financial and operational data into clear insights that drive performance, accountability, and long term value creation. This role will provide analytical leadership to the Pricing team in support of the Rental business operation. We are seeking an associate who combines strong analytical capabilities with excellent communication and collaboration skills. Successful candidates are highly organized, detail oriented problem solvers who are naturally curious and motivated to understand how the business operates. They demonstrate the ability to work effectively across teams, present complex information clearly and confidently, and take initiative in identifying opportunities for improvement and driving solutions.Key Responsibilities:?Serve as the primary contact with Rental, translating pricing data into actionable insights?Lead Board Rate and Discount Guidance reviews with Rental Leadership?Own Board Rate and Discount guidance models, including running on set schedule?Maintain pricing models, troubleshoot issues and develop improvement methodologies where applicable?Monitor and explain key pricing and operational performance indicators ?Communicate results and opportunities through clear and concise presentations to varying levels of business leaders?Work with Pricing and Rental teams to improve existing/develop new reporting dashboards and views?Lead ad hoc analysis and special projects that will require a high level of pricing understanding with cross functional collaborationWe 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 an IT Audit & Compliance Analyst to join a leading organization?s Audit & Compliance team. This individual will support internal and external audit initiatives, evaluate IT... More General Controls (ITGCs), oversee governance, risk, and compliance (GRC) activities, and ensure adherence to regulatory and financial compliance requirements. The ideal candidate will possess a strong blend of accounting, audit, and IT knowledge, with the ability to identify control gaps, assess risk, and partner with stakeholders to implement remediation plans. This role will work closely with Finance, Supply Chain, Information Technology, and external agencies to support compliance initiatives, Oracle ERP governance, SOX testing, and audit readiness efforts.Day-to-day:Evaluate the design and effectiveness of IT General Controls (ITGCs) and ensure compliance with SOX, SOC, and internal control requirements.Support and administer Governance, Risk & Compliance (GRC) processes within Oracle ERP and SafePaaS environments.Review Oracle user access requests, user provisioning activities, and Segregation of Duties controls.Execute and maintain Alteryx workflows, user access reviews, and compliance monitoring activities.Develop and run data analytics to identify risks, control deficiencies, and process improvement opportunities.Support internal audits, SOX testing, and external audits conducted by DCAA, SUPSHIP, and other regulatory agencies.Assist with Oracle system upgrades and enhancements by validating financial controls and user responsibilities.Partner with Finance, Supply Chain, IT, and executive leadership to resolve compliance findings and strengthen control environments.Support annual overhead audits and special reviews requested by senior leadership.Document audit findings, develop remediation recommendations, and track corrective actions through completion.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 Brokerage Account Operations analyst to join the team. The role is responsible for opening accounts for all Brokerage, FX, and RIA accounts. The person will... More be reviewing and verifying client onboarding documentation for completeness, as well as establishing accounts by accurately entering client information into various Core Banking systems. Additionally, ensuring all client data, including maintenance requests are gathered, logged, processed, verified and addressed in a timely and accurate manner.Primary responsibilities:- Receive and log client/account opening instructions and confirm receipt back to sender.- Prepare and sort source documents for review based on priority set by business/client need.- Review source documents and assess account information to ensure it complies with requirements.- Analyze documentation for completeness and imperfections; settle discrepancies by utilizing standard procedures, or return unfinished/incorrect records to sender or the team leader for appropriate action.- Input of account opening data for new and existing clients by: Understanding the specific documentary requirements for each type of account opened, Ensuring receipt of applicable forms and addressing missing information, Reconciling documentation checklist, Enter information directly into internal systems- Ensure complete and accurate KYC information by: Collecting all required information and documentation from internal business partners, Ensuring adequate source of wealth is documented for each client, Satisfy the Bank's KYC due diligence policies and procedures- Validate that negative media alerts have been executed, review and escalate where necessary.- Verify that all data entered is reviewed and accurate prior to being sent for approval.- Archive completed work and ensure compliance with record retention requirements.- Communicate with internal business partners in a professional and timely manner when responds to processing requests, instructions, inquiries, issues, voicemails, and emails.- Partner with staff across the organization and forester strong relationships with the Business, Product areas, IT, and Operations to goals.- Escalate opportunities where process improvements exist and/or gaps in the process are identified.- Properly manage the expectations of internal business units when communicating and responding to processing requests, issues, voicemails and emails.- Assist and support department and team projects.- Meet standards for production volume, accuracy, and completeness.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 top clients in the Banking Industry is looking for a Client Service Representative II to sit on site 4 days a week in Lake Mary, FL. The Client Service team works with... More external clients to resolve the most complex day-to-day issues and leverages the appropriate resources to resolve their inquiries. They are responsible for the front-line communication and support of clients? requests, mainly via telephone, email, or chat. They will also be responsible for building both internal partnerships as well as external relationships with the clients. Client inquiries can range from account maintenance requests such as: checking on an account status, helping with a password reset, audit trail, etc., to more complex client issues such as: cost basis issues, wash sales, trying to open an account in a foreign country, etc. The ideal candidate is someone who has a background in Client Service within a Financial Services, Wealth Management, or Brokerage environment. These individuals must be comfortable multitasking in a fast-paced work environment, be able to do their own research or ask for help if they do not understand a client request and be able to provide top-notch professional communication and support to their clients.?Providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed.?Uses developed communication skills to deliver high quality service to a specialized client base.?Provides key individuals at assigned clients information related to the company's products and services representing a broad array of lines of business and geographies and leverages an in-depth understanding of broader services and offerings.?Proactively assists clients in reviewing potential business needs and facilitates introductions to the appropriate resources. ?Uses broad understanding of products and services to best propose expanded offerings to clients for front office consideration.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