Job Search Results for financial analyst

The Business Analyst will apply solid understanding of the client's logistics capabilities and processes to isolate and resolve supply process/system issues, identify ways to systematically improve... More the accuracy of operational needs to set short- and long-term goals for production, capacity, and distribution, and support continuous improvement projects to drive process standardization and efficiency improvement. Some additional responsibilities will include: reviewing and owning key performance indicators, finding opportunities to improve performance and executing implementation of said improvement, modeling demand and supply efficiency scenarios to ensure the preparedness and flexibility of the supply chain, work cross functionally to ensure inputs to planning model accuracy, optimizing the network volume allocation to minimize costs while delivering extraordinary service level, and focusing on better world initiatives through minimizing miles traveled to deliver network plan. They will take the information gathered above and treat it as a "project" and present to stakeholders the issues and how they can solve. This person must be able to work 5 days onsite in St. Louis, MO.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

We seek a detailed, motivated, and experienced trader to join our Asset Management Team. We are a growing Registered Investment Advisor (RIA) headquartered in Northeast Ohio, offering financial... More planning and wealth management services. This individual should have in depth knowledge of financial markets, be a quick learner, and be able to work well in a team as communication within and across departments are key. The position will primarily support the asset management team with daily trade execution and portfolio management operations. Responsibilities include:- All aspects of trade calculation, execution, and communication with custodians and teammates.- Reviews all activity for accuracy of account information.- Ensures correct ticket entry and order routing.- Maintain communication with team and assists in resolving any settlement problems.- Reconcile daily and monthly reports as assigned.- Monitor portfolio drift to ensure adherence to strategy and client target allocations.- Support advisors with complex trading requests.- Daily management of routine and ad-hoc trading operations and workflow including, but not limited to, dollar cost averaging, ongoing cash raises, reporting functions, and investment research.- Ongoing collaboration with back-office, advisory, customer service, and compliance teams to ensure accurate and bestpractices are being followed.- Identify and implement process improvements to drive efficiencies within the department.- Maintains and updates of all the centrally managed models within our trading system.- Adherence to GIPS policy standards and procedures while preparing and executing trades.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 Senior Business Systems Analyst (BSA) will support IT Asset Management (ITAM) governance, controls, and ServiceNow-related initiatives within a newly formed and evolving team. This role is... More focused on analyzing, tracking, and improving asset lifecycle processes across hardware and software environments, while supporting governance, risk, and compliance efforts.This individual will operate in a fast-paced, ambiguous environment and must be comfortable making recommendations, identifying gaps, and driving process improvements. The ideal candidate brings strong experience in ITAM, asset lifecycle management, and stakeholder communication, with exposure to ServiceNow being a strong asset.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

Business & Data Analysis? Working closely with business stakeholders to gather, analyze, and document requirements for the data repository project from each finance department to understand data... More sources, business requirements, and reporting needs.? Partner with Finance, HR, and ITS stakeholders to understand business processes, data definitions, and reporting needs? Translate business requirements into functional and technical specifications for data ingestion, transformation, and consumption? Creating and leading systems requirement documentation standards, including Use Case modeling, User Story creations and narrative description.? Collaborating with the data architect to ensure the planned data repository meets UC Finance business requirements.Data Lake & System Integration? Serve as a key contributor to the design and evolution of an AWS-based data lake architecture? Work closely with data engineers and architects on integrations using AWS services such as Glue, Lambda, S3, Athena, Lake Formation, and QuickSight? Conducting data profiling and data quality analysis using SQL and Python.? Developing and maintaining mapping documents and source-to-target specifications.? Support API-based, batch, and event-driven integrations across enterprise systemsDelivery & Cross-Functional Collaboration? Act as the primary liaison between business stakeholders, data engineering, analytics, and ITS team? Participating and leading backlog refinement, sprint planning, daily stand-ups, and retrospectives.? Creating test plans, execution of unit testing, and UAT activities for data and integration initiatives.? Ensure solutions align with institutional priorities, data governance standards, privacy requirements, and compliance obligations? Communicating technical information to technical and non-technical personnel at various levels within an organization.?Governance, Security & Documentation? Support data governance practices, including data definitions, lineage, access controls, and auditability? Ensure appropriate handling of sensitive financial and payroll/personnel data (PII/PHI where applicable)? Produce clear, thorough documentation including requirements, data models, process flows, and test scenariosWe 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 Epic Bridges Consultant for the largest health system in South Florida. The ideal candidate has 5+ years of experience with Epic Bridges and is Epic Bridges certified.... More This candidate will be creating and executing solutions for integrating financial and clinical data across multiple systems. This candidate must have the ability to understand data structures and technical specifications detailing data elements and HL7 message structures. They will provide proactive support by monitoring live connections and be responsible for creating/maintaining overall interface environment documentation. They must be able to prioritize tasks based on severity of user impact, resolve major incidents within the established time limits. They must be able to demonstrate thorough knowledge of computer systems, software, decision support systems, monitoring, report writing tools and electronic communication.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

-Work with 5-6 project managers concurrently to support projects in various phases of design and construction.-Develop, implement, and maintain external and internal cost reports, cash flows and... More forecasts.-Report accurate updates to cost reports or forecasts.-Responsible for ensuring quality checks and inspections on project controls deliverables.-Ability to compare schedule to financial data to ensure consistency of project timeline.-Ability to integrate schedule data and other data sources in excel via formulas, pivot tables, macros, etc.-Analyze project controls reports, present findings and provide recommendations to the project controls team.-Ensure budget tracking against Purchase Orders or Subcontracts.-Responsible for the review of upstream (prime contract) / downstream (PO & subcontract) change orders.-Manage integrated data from one program to another. -Responsible for ensuring quality checks and inspections on project controls deliverables.-Serves as a point of contact for technical questions from APM's, PM's, Lead Engineers, or -Construction staff.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

? Partner with clinical and operational teams to define, track, and report performance metrics? Analyze data to identify improvement opportunities and provide insights to leadership? Develop and... More maintain KPIs, dashboards, and reports (clinical, operational, financial)? Manage and prepare data from multiple sources for reporting and analysis? Support system-wide quality improvement and strategic decision-making? Collaborate with analytics and business teams to enhance analytic productsWe 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. The Service Desk supports roughly 3000+ end... More users. This analyst will sit onsite in the Los Angeles CA 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 8-5pmCompensation: $30-37/hr. Exact compensation may vary based on several factors, including skills, experience, and education.The shift is 8-5pmWe 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. The Service Desk supports roughly 3000+ end... More 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: $30-37/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