Job Search Results for Finance

We are seeking a detail-oriented AML/KYC Analyst to support our client?s Business-as-Usual (BAU) AML operations within the banking sector.? Conduct investigative due diligence on potential banking... More prospects? Review and analyze corporate documentation, including ownership structures, onboarding forms, and AML-related materials? Perform name screening and background checks using internal systems? Collaborate with internal teams to ensure compliance with regulatory standards and internal policiesWe 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 the Atlanta/Vinings area is looking for a mid-level IT Financial Analyst / billing / invoicing analyst for their IT department. They need to have experience with Excel (Complex formulas,... More Macros, Pivot Tables, V-Look-Ups, etc.) to reconcile invoices, track IT budgets in a very big spreadsheet and work with SAP (SAP experience a Plus). Ideal candidate has 2-5 years of similar experience.DAY to DAY?Supporting the invoices for all IT Departments (including cloud subscriptions or other subscription invoices)?They will need to ensure the PO's are accurate, in SAP, and in their own personal Excel tracker they made internally. This includes validating line items.?If PO numbers are missing, they will need to research and contact vendors if needed?They will also need to review the POs and research that the products/services have been received oWork with IT leaders on any invoicing discrepancies oReconcile expenses and invoices with internal AP teams and IT leaders?Tracking and managing budgets including CapEx and OpEx spend.?40-50 invoices are in the tracker at any given time to be reviewed?Primary focus will be on the infrastructure invoices?Will consider someone strong that hasn't supported IT invoices as long as their knowledge can translate ?This role is very manual currently and the ability to automate tasks or use of AI is helpful.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 Client Service Associate to join a high-touch Wealth Management team in Killingworth, CT, as a Client Service Associate, where you will grow your career supporting... More in-depth client relationship management.As a Client Services Associate, you will support three Wealth Advisors by servicing, strengthening, and maintaining their client relationships. In this role, you will apply your expertise in client service and wealth management to deliver personalized financial planning, manage documentation, and resolve complex client service issues.Key Responsibilities:- Contribute to a collaborative, team-oriented environment, consistently acting with a client-first mindset to ensure a smooth, positive, and professional experience for every client- Partner with existing and prospective clients to build and update financial plans.- Complete new Investment Management agreements and client onboarding workflows.- Assist with compliance tasks and maintain personal compliance with SEC, FINRA, and other regulatory authorities? rules- Utilize technical expertise to ensure data integrity.- Assist with growing and managing the businessWe 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

Coordinates project cost analysis and controls for team activities supporting the Project Managers (PMs), or other staff, including overseeing cost reporting for multiple projects and monitoring... More project budgets to assure accurate depiction of project cost on large and complex projects under minimal supervision. Input of budgets within the company corporate systems, providing ongoing forecast updates and variance analysis, input and tracking of key performance indicators (KPIs), and working collaboratively with project teams to implement best practices throughout the project lifecycle. Provides communication and develops partnerships with internal and external customers. Develop/conduct training, lead continuous process improvement efforts and develop tools and processes utilized. Might also be responsible for creation of work orders and having direct interface in coordinating with external contractors and vendors to integrate these parties into the overall project budget and schedule.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 a detail-oriented AML/KYC Analyst to support our client?s Remediation AML operations within the banking sector.Conduct investigative due diligence on potential banking prospectsReview... More and analyze corporate documentation, including ownership structures, onboarding forms, and AML-related materialsPerform name screening and background checks using internal systemsCollaborate with internal teams to ensure compliance with regulatory standards and internal policiesWe 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

?Coordinate monthly accounts payable between ADP and Countsy, partnering with internal leadership on cash flow tracking?Work with Countsy to complete monthly, quarterly, and annual close?Provide RKE... More (external accountant) with required financial documentation and data?Support CEO and Strategy teams with financial models and PowerPoint presentations for investors?Assist with account-level financials and internal reporting?Partner with the President on annual and quarterly budgets, forecasts, and variance analysisWe 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

Collects, analyzes, monitors, and reports on the organization?s financial matters, managing and ensuring compliance with the organization?s financial policies, professional standards and all laws.... More Responsible for financial forecasting and reporting for the organization which is used for strategic 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

The Staff Accountant is responsible for maintaining accurate financial records and supporting the organization?s overall fiscal health. This role manages general ledger activities, bank... More reconciliations, journal entries, payroll review, financial reporting, and audit preparation. The Staff Accountant partners closely with internal teams to support budgeting, reporting, and compliance while ensuring adherence to accepted accounting practices in a fast-paced environment.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 Advanced Planning Consultant services as a financial planning expert to Advisors in developing financial plans. You will partner with Advisors at all levels of experience to ensure that clients... More receive holistic plans which provide an accurate analysis of their current financial situation, an assessment of risk and opportunities, and strategic options to enhance client outcomes. This role serves as a subject matter expert on the financial planning process, plan development and case design, and selection of financial products. This candidate will need expert knowledge of financial planning concepts:-Retirement Income Planning Strategies- Retirement income sources and income taxation-IRA and Qualified Retirement Plan features benefits, distribution option and taxation rules -Strategies for generating tax-efficient income to meet spending needs in retirement, accounting for pensions, annuities, investments and other sources -Social Security and Medicare Planning -Military and Federal Employee Benefits- Retirement planning and survivorship considerations -Long-term care planning and strategies -Survivorship and Estate PlanningWe 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 Document Review Associate will be joining the Agency team to perform Document Review according to standard procedures or instructions. This person will be responsible for certifying and... More processing various documents by cross referencing checklists for Fannie Mae, Ginnie Mae, and Freddie Mac. This work will be repetitive in nature and requires a strong attention to detail to ensure client satisfaction , quality control, and compliance with custodial agreements. This involves reviewing loans (or collateral) documents, handling file processing, and working with internal clients and contacts to determine the source of any problems and correct errors. This person will receive side by side training with the team lead to eventually review 40 documents an hour. There will be project based work across the site where cross training will be necessary. The ideal candidate has experience working with Excel, great communication, and work ethic. This position is $17/hr with a shift of 3:30 - 12:00 PM.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