Job Search Results for Finance

Insight Global is seeking a Lead Trader to join a boutique wealth management firm in Fort Worth, Texas. In this role, this individual will focus on delivering comprehensive investment and financial... More planning support. Key responsibilities include executing trades and managing model portfolios through Envestnet and Wealthscape, developing and maintaining financial plans in eMoney Advisor, and collaborating with advisors to design tailored investment and retirement strategies. The role ensures accurate processing of transactions for annuities, mutual funds, and managed accounts, conducts portfolio reviews and rebalancing, and maintains compliance with firm policies and regulatory standards. Additional duties involve preparing client meeting materials, coordinating with custodians and product partners for seamless operations, and driving process improvements to enhance trading and planning systems.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

Project Background:Mosaic is our financial planning and reporting transformation program, bringing an aligned business process and toolset to all key business units enabling us to get consistent and... More standardized financial metrics across geographies. Started in 2019 the program is already rolled out to Europe and most of North America and continues across the world.There are three key components to the program:1.A standardized planning tool ? IBM Cognos TM12.A global data warehouse based on Azure Cloud know as ?SPOT? (single point of truth). The SPOT team is made up of functional data analysts & data engineers3.An extensive suite of dashboards known as ?Cockpit? using Tableau. The Cockpit team are generally finance analysts with Tableau skillsRole Background:We are looking for an additional functional/data analyst to join the existing team of functional/data analysts working on the SPOT data warehouse.The role of the functional/data analyst is to be the bridge between the Cockpit team, Data Engineering team, and Cognos TM1 team. The analyst understands the business data requirements and translates these into data definition and data transformation documents that are then build by the data engineers. The analyst can also be involved in testing, data validation and any sustain activity related to the flow and accuracy of the data in SPOT & Cockpit.Typically, the functional data analyst receives requirements for new and/or amended data pipelines from the Cockpit team or works with the Cognos TM1 team on new data sets that need to flow to SPOT & Cockpit.The current functional data analysts come from a range of backgrounds from data engineers to business analysts. What unites the team is a passion for data, attention to detail, ability to navigate and understand complex data flows, and a customer-centric mindset. This is a high profile and at times high pressure transformation program and everyone on the team must be responsive to our stakeholders needs.Key Accountabilities:This role will primarily work with the North America Cockpit team primarily based in Mexico City, but as part of the team they will be expected to build a good knowledge of all data pipelines and work on any area as needed. The key elements of the role are:?Develop and maintain SPOT solution design & data architecture:oEnsure SPOT solution design & data model is up to date with latest business requirementsoContribute to the delivery of current technical roadmap that can support the predicted growth in data volumes?Translate and communicate business requirements across all IT delivery teams and/or partners:oCollaborate closely with SPOT Cockpit teams to ensure business requirements received from Global & Regional Planning teams are well-understood and translated into the SPOT solution design (functional & data model)?Act as an owner in the diagnosis and resolution of any data issues raised with the team, partnering with other teams as needed.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

UCPath is the centralized Shared Services Center serving all University of California campuses, medical centers, and national laboratories. We manage a wide range of critical administrative... More functions, including Human Resources transactions, Benefits administration, Payroll, Finance/Accounting, and General Ledger support, for over 270,000 UC employees.We administer two payroll cycles?bi-weekly and monthly?across a diverse employee population that includes Faculty, Undergraduate and Graduate Students, Postdoctoral Scholars, Non-Resident Aliens, Medical Residents, Administrators, and more.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

Seek qualified suppliers from Procurement Category Managers by sharing new product drawings or other information.Send/receive RFQs and RFPs to SuppliersCollate and compare supplier responses to... More RFQ/RFPConduct supplier down-select process and meeting with internal stakeholders.Schedule and/or attend weekly supplier meetings during development/NPD phase of project. Take meeting minutes/action items and distribute.Negotiate business terms and pricing, cost reduction schedules with suppliers and execute supply and distribution agreements with support of JnJ legal department.Enable suppliers to successfully deliver validation lots of products by exercising project management skills, conducting meetings, holding stakeholders accountable for action items.Report COGS to Supply Chain team.Report standard costs to Finance team.Coordinate with Planning for issuance of initial production purchase orders.Continually report progress, risks to line manager throughout the process.This role pays up to 41/hr based on experienceWe 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?re seeking a Full Stack Developer to join a dynamic, start-up style team within a financial services customer of Insight Global's. This is a foundational group that has been operating for six... More months, so you?ll play a key role in shaping processes and delivering impactful solutions. The team is currently enhancing two primary applications (with four total apps) and planning major builds next year, including replacing an external tool and creating new applications.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 in Stanton, CA is seeking a Staff Accountant to manage processes for prepaids, inventory, sales tax, bank reconciliation and corporate credit cards. We are looking for someone who has... More worked for an enterprise level company before and ideally has worked with Great Plains and MS Dynamics. We are looking for a candidate who has a Bachelors Degree and is comfortable going onsite Monday - Friday 8am -5pm in Stanton, CA.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 oversees the company?s compensation programs, including base pay, short-term incentives, and equity plans. Finance, and Compliance to align with business strategy and regulatory... More requirements. Responsibilities include market benchmarking, managing job architecture, guiding annual performance and compensation cycles, and providing analysis on pay equity and workforce trends. The position also involves vendor management, system oversight, and advising managers on compensation decisions.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 hiring an Associate Financial Advisor for a fast-paced, client-focused financial advisory firm in Nashua, NH. The Associate Financial Advisor will play an instrumental role in... More supporting daily business operations, assisting lead advisors in helping clients achieve their financial goals, and gradually building their own client base. This position is ideal for someone who enjoys both client interaction and operational support, and who is eager to grow within a professional, ethical, and collaborative environment.Marketing & Client Acquisition (50%)- Develop and implement marketing strategies to attract new clients.- Network with local professionals and reciprocal partners (real estate attorneys, accountants, estate planners, mortgage brokers, insurance agents).- Prospect by engaging with local businesses and community organizations.- Coordinate and participate in client seminars and appreciation events.Financial Planning & Advice (25%)- Gather and analyze client data; prepare financial plans and recommendations.- Participate in client meetings (discovery, presentation, and ongoing reviews).- Shadow senior advisors to learn best practices and client engagement strategies.- Support data entry, filing, and preparation for meetings.Business Management & Client Care (25%)- Maintain client management systems and records.- Respond to client communications and provide administrative support.- Participate in staff meetings and contribute to process improvements.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/employer of Insight Global is looking for a Sr. Systems Analyst to join their team to support their initiatives within Workday. This individual will need to have hands on Workday experience... More in Adaptive Planning, Finance, and Supply Chain/Procurement modules. They will play a key role in enhancing their Workday capabilities, supporting budgeting processes, and collaborating with cross-functional teams to optimize system performance.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

The Tax Senior will be responsible for assisting the preparation, review and consolidation of income tax provisions in accordance with ASC 740, supporting financial reporting, and ensuring compliance... More with U.S. GAAP. This role requires strong technical knowledge, attention to detail, and the ability to collaborate across finance and accounting teams. Job DescriptionAssist in the preparation, review, analysis and consolidation of global tax provisions for quarterly and annual financials.Prepare worldwide tax account reconciliations and roll forward analysis.Prepares financial statement disclosures and footnotes for interim and annual filings.Assist in Compliance with SOX control requirements, ensuring proper documentation.Research and document complex tax and accounting issues.Prepare modeling for tax planning strategies.50/50 split between group and individual workWe 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