Job Search Results for accounting

The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning guidance & selling investment management... More solutions. A FA will need to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection. Depth & Scope:? Experience selling investments and providing financial plans? Demonstrates a commitment to being customer-centric by delivering legendary service during every customer interaction to maximize retention and growth? Ensures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents? Ability to partner and promote lead generation? Manages goals, prioritizes tasks and comfortable working in a fast paced environment? Ensures all new & existing clients are provided with a planning experience? Effectively implement a process to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client?s overall wealth needs, as well as pro-active contacts? Serves as the primary point of contact for Wealth client relationships; manages all aspects of the client?s relationships with Bank and refers to Retail and Wealth partners & affiliates as needed? Implements and executes a differentiated service model/experience for Wealth clients? Meets quarterly and annual sales goals? Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience? Identifies opportunities within your portfolio and network to refer business to Retail and Small Business/Commercial Partners? Executes in thorough manner that is compliant with regulations, policies and procedures? Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, State Insurance Commissioners, NY Department of Financial Services, etc.)? Ensures all Continuing Education requirements are attained? Responsible for understanding and adhering to Bank & Wealth Policies and Procedures? Responsible for implementing Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures? Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed? Responsible for fostering and contributing to a positive and constructive work environment with a focus on supporting the overall Wealth team? Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff? Contributes individually, as a team member and as a mentor to new FAs, to ensure strong performance, collaboration and enthusiasm? Represents Wealth to the general public in a professional manner? Is involved in the community and support charity and community initiativesWe 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 mortgage company in San Diego is seeking a detail-oriented and organized Post Closing Specialist. This role is responsible for reviewing, auditing, and finalizing loan files after closing to ensure... More compliance with investor and regulatory guidelines. The ideal candidate will have exceptional attention to detail, and the ability to work efficiently in a fast-paced environment.Key Responsibilities:Audit closed loan files for completeness and accuracy.Ensure all required documents are signed, dated, and properly executed.Ship loan packages to investors and ensure timely delivery of trailing documents.Resolve post-closing conditions and deficiencies with internal teams and third parties.Maintain compliance with agency and investor guidelines (e.g., Fannie Mae, Freddie Mac, FHA, VA).Update loan systems and track outstanding items to ensure timely resolution.This is a fully onsite position in Mission Valley, San Diego.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

An employer is looking for a Project Coordinator to join one of our top utility clients in the Nation. The Project Coordinator will be responsible to analyze and reconcile accounts and manage the... More overall financial health of programs and project in IT Application Delivery. You will prepare and annotate variance reports. Work with operating plans to create supporting financial forecasts and budgets. You will perform research to understand the accounting consequences of alternative approaches. Provide proactive, clear and actionable recommendations and alternatives to management. Document key processes and internal control points for reporting to management. Work with business cases to validate data. Role requires a thorough knowledge of accounting and finance principles, excellent verbal and written communication skills. The people who find the most success on this team are the ones who are eager, build trust with the PM's and Program Managers, and takes ownership of the projects you are responsible for owning. This is a highly collaborative role and will require you to be onsite 3 times a week or more as needed throughout project lifecycle!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 Assets/Collections Officer to join a Financial Services/Banking client of ours. Can sit out of/near New Orleans, Baton Rouge & Kansas City Kansas branches.The... More Assets/Collections Officer will be responsible for Special Assets loan administration, documentation, construction, withdraws and Other Real Estate Owned (OREO) in accordance with establishment guidelines and policies; resolving delinquent status of assigned past due loans in accordance with established bank policies and procedures and Federal and State Regulations. Support and assist collections officers implementing workout and disposition strategies for loans. Oversees and manages the Bank?s loan portfolio and asset quality. Desings, implements and monitors systems to ensure policy compliance.?Works as the workout officer by fulfilling customer requests and provides customer support for departments loans?Works with accounting department as a liaison to manage the proper accounting of the department?s assets (Loans, OREO)?Oversees monthly portfolio performance tracking and servicing?Responsible for assisting in problem loan administration and monitoring servicing?Manages sales and closings of other real estate owned?Responsible for OREO file organization and maintenance by obtaining final and missing documents to ensure each file is complete?Reviews all incoming appraisals to ensure compliance with USPAP and reasonableness?Generates weekly, monthly and special reports as needed and Committee modification, forbearance and responsible for obtaining sing-offs on all sales of assets?Analyzes borrower/guarantor credit reports, financials, and other pertinent information to loan borrower/guarantor?s evaluationCompensation/Salary: up to $80k (possible flex., based on experience) + health/dental/vision/life/401k/tuition reimbursement/adoption assistance/leadership & career development programs/Birthday & Mardi Gras day offWe 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 to hire an AP Manager who is responsible for managing the Corporate AP Team, managing all assigned AP processes and monitoring the Titanium process. This role ensures the... More corporate AP team in making timely and accurate payments, maintaining branch relationships and communications, maintaining positive vendor relationships, handling AP related escalations, reconciling the AP Aging to AP ledger accounts, providing timely updates to the corporate accounting manager, and supports the overall performance of the Corporate Accounting team.Key Responsibilities:- Invoice Processing: Ensures invoices are being correctly coded and entered timely. Ensures employee expense reimbursements are audited and paid via payroll schedule. Ensuring tax is calculated correctly.- Account Reconciliation: Reconcile accounts payable transactions and resolve discrepancies in a timely manner. Reconcile the AP ledger to the AP aging report. Monitoring aging cleanup.- Vendor Management: Ensuring the AP team is communicating with vendors to address payment inquiries and issues. Making sure vendor account information is up to date and accurate. Review and approve new vendor setups and edits. - Communication: Ensures emails are being handled within 24 hours. - Payment Processing: Making sure critical funding issues required by their branch(es) are addressed on our weekly internal report. Reviewing escalated selections for reasonability and that they follow the company guidelines. Uploading payments twice a week in PNC Bank Pinnacle.- Compliance: Ensure compliance with company policies and procedures, as well as relevant regulations. Ensuring the delegation of authority is being followed.- Support: Assist with month-end closing and year-end audit processes. Provide feedback and suggestions towards process improvements. Assist, as needed, with ad-hoc reports, tasks or other miscellaneous needs from the management team. Maintain and monitor the Titanium process is flowing smoothly and efficiently. Provides feedback and mentorship to the Corporate AP team as well as branch team members with regards to the AP process.- Management: Managing the Corporate AP Team. Ensuring deadlines are being met, communication remains timely and open with all stakeholders. Providing both positive and negative feedback to the AP team as needed. Handling branch and vendor escalations. Preparing mid and end of year reviews for the AP team.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

A client is looking for a Business System Analyst to join their team! In this position you will be a direct hire employee in a hybrid work environment. As a Business Analyst you will be on a small... More team working on projects regarding different integrations spanning from Financial Management Systems, Document Management Systems, Payroll Systems into their Enterprise Data Warehouse. We are looking for someone who has experience with SQL queries and is able to dig into the data to make connections. In this role we are looking for a BSA who is a strong writer and has extensive experience gathering and writing requirements. Additionally, the type of person who would thrive in this role is someone who is proactive, takes initiative, and is a driver to move things forward. In this role you will be working with internal stakeholders in the Accounting and Finance teams and correspond with Development teams. If this sounds like something of interest, please apply today!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's client is looking for a Finance Business Relationship Manager to join their team. This is a net new role on the team. They currently have a team member they are upskilling to be the... More Business Relationship Manager for Supply Chain, now they are looking for someone on the Finance, Procurement side of the house. This will be accounting & FPA role. The long term vision for this smaller IT team is to have someone own ERP and Application Space (SAP) and this role would report into them focusing on project management and day to day execution. Project sizes are typically a couple hundred thousand to $500,000 to the max. This is not a pure Project Manager, but needs to be able to manage projects. They need to be able to create relationships with the business, understand their needs and manage priorities. The first 6 months are going to be focusing on the implementation of the acquisition of a new company into SAP. This person would be the finance lead of the SAP implementation. The role includes order management capabilities and AP/AR, but the majority is FI/CO/FPA costing. Order management and AP/AR is about 10-15% of the role.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

Responsibilities:? Oversight, management and coordination of all downstream DSI Service & Construction Subcontracts, Work Authorizations, and Purchase Orders, including associated exhibits, and... More amendments (Subcontract documents) to ensure timely flow through document execution via DocuSign? Assist legal in drafting and filing of lien and bond claim notices? Assist PMs and accounting in closing subcontracts and conducting contract audits? Produce and publish reports as required? Work cross functionally with internal teams, including Accounting, Project Management, Risk Management, and Legal regarding Contract/Subcontract/Purchase Order management? Perform special projects and other assignments as requested by internal teamsWe 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 Tax Manager in the Glenwood Springs area. This individual will be responsible for conducting top-level review of tax returns, resolving tax issues with clients,... More ensuring clients comply with tax authorities while minimizing tax burdens, communicate identified tax accrual review issues with clients & audit team, ensure timely billing & manage out-of-scope activities and introduce and develop innovative ideas to improve clients' financial positions. Additional responsibilities include reviewing tax implications studies and offer alternative courses of action, train, mentor & supervise tax staff and help manage their workload & providing performance feedback. Salary is between $115k - $150k and relocation assistance for non-local candidates.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 Site Accountant to work a hybrid schedule for one of our larger clients headquartered in Westlake, OH. This person would be responsible for maintaining the financial... More records of a company by accurately recording the day to day financial transactions of the company. They will be working with Excel and must be highly organized. 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