Job Search Results for accounting

This Client Relations Specialist will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the advisor for client reviews.... More Other daily, weekly, and/or monthly tasks may include:?Submitting allocation changes that the advisors have determined, assisting with penalty-free withdrawals and income elections on annuity contracts, running performance reports for client meetings and phone calls, assisting clients with logging into their Client Portal accounts, updating financial Roadmaps for client review meetings, processing RMD?s, opening new accounts for existing clients when needed, assisting clients with employer plan rollovers, etc.?Utilizing websites and software to obtain client and product information?Responding to client service calls, emails and texts in a friendly and professional manner?Completing each service request and resolving client issues in a timely manner?Inputting detailed notes into CRM and keeping updated?Coordinating and following up on client transfers, contributions, distributions?Preparing servicing documents, communicating with clients to obtain signatures and/or supporting documents, reviewing documents prior to submission, and following the process through to ensure completion?Updating client plans for upcoming review appointments and processing post-review follow up items?Maintaining professional communication with clients and other team members?Assisting in setting client appointments for advisors when needed?Cross training to assist with New Business processing?Meeting with clients to review plans, answer questWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

One of Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in Burlington, VT. The Financial Advisor (FA) role is a three-year program with a forgivable draw,... More designed for experienced financial advisors or planners who will deliver financial planning guidance and offer investment management solutions. The 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.Core Responsibilities:- Deliver comprehensive financial planning and investment guidance, including onboarding new clients through discovery, needs analysis, goal-based advice, and completion of required documentation.- Serve as the primary point of contact for Wealth clients, providing a differentiated service experience and ensuring all clients receive annual reviews, proactive outreach, and ongoing planning support.- Consistently meet quarterly and annual sales goals by deepening wallet share, anticipating client needs, recommending appropriate Wealth solutions, and generating leads through strong partnerships.- Identify referral opportunities across Retail, Small Business, Commercial, and HNW Wealth partners, supporting integrated relationship management and maximizing client value.- Maintain full compliance with all federal and state regulations, internal policies, AML/CIP requirements, -Continuing Education standards, and risk-management expectations.- Demonstrate customer-centricity by delivering legendary service, modeling WOW-level interactions, and continually improving the client and partner experience.- Contribute to a positive, inclusive, and collaborative team culture by sharing knowledge, mentoring new FAs, supporting Retail training, and participating in community and company initiatives.- Manage priorities effectively in a fast-paced environment, maintain strong communication with partners, and represent the company professionally in all internal and external interactions.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

OverviewThe Compliance Regulatory Compliance Specialist supports broker-dealer onboarding and registration, ensuring new hires meet FINRA, SEC, state, and firm requirements. The role focuses on... More accurate, timely regulatory filings, licensing, and compliance documentation.Key Responsibilities?Manage onboarding for registered representatives, employees, and affiliates?Prepare and submit FINRA registrations (U4, U5, BR) via Web CRD/IARD?Schedule required licensing exams and fingerprinting?Conduct background checks and verify licensing records?Maintain accurate registration, licensing, and address change records?Manage FINRA Rule 3210 data feeds and notifications?Track continuing education, renewals, and firm element training?Monitor registration status and ensure timely approvals?Support regulatory audits and examinations?Assist with compliance procedures, onboarding checklists, and administrative tasks?Organize compliance meetings and handle document management and reportingWe 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 Financial Counselor participates in the admission process by responding to inquiries regarding the facility, insurance verification, financial counseling, patient admission, and data entry of all... More demographic information necessary to appropriately conclude the admission. This individual will be responsible for assessing patients and collecting financial information to guide them to the appropriate services. Admissions occur daily, with referrals coming from various ER departments across the region. As a result, patient volume can fluctuate, typically ranging from 5 to 20 cases per day. In addition to admissions support, this role involves assisting with general financial planning and conducting patient screenings for insurance eligibility. Not all patients will be on a self-pay plan, so familiarity with different coverage types will be important. KEY RESPONSIBILITIES: - Consistently demonstrates professionalism, courtesy, tact, and knowledge of the facilities programs when dealing with potential clients/family, reviewers, and third-party payors. - Performs insurance verification. - Provides adequate financial counseling to parents/guardians relating to the self-pay and/or co-pay of account balances. - Reviews initial and reappointment applications and data for accuracy, completeness and any quality issues. - Prepare daily financial counseling report prior to Flash Meeting. - Review all Financial needs of patients and refer them to appropriate agencies for assistance, such as Covered California, M-Cal Office, Medicare etc.? - Coordinate all cash collections. - Go see patients that need daily follow up & meet with patients and or visitors that walk in to pay. - Know the case rates for IP, OP, and CD as well as, all levels of care, review daily census admit and discharges, follow up with discharge patients that have liability.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 highly skilled BlackLine Implementation Consultant to support a major consulting partner working with a Crown Corporation in the lottery and gaming sector. This is an... More initial 2-month full-time contract with a strong likelihood of extension into additional projects. The role is fully remote within Canada, with working hours aligned to the PST time zone.As part of a lean, high-performing team of three, this consultant will take full ownership of delivery. The role involves end-to-end configuration of BlackLine modules, hands-on integration with SAP S/4HANA, and direct client engagement through design workshops, requirements sessions, and end-user training.The end client is leveraging BlackLine for their financial close, with the Transaction Matching module being the primary focus for this engagement. While SAP S/4 is already partially integrated for matching, additional net-new integration work is required. The consultant will be responsible for defining the process, gathering requirements, and overseeing configuration, collaborating closely with the client?s IT team to ensure seamless data flow and alignment with accounting processes.Key Responsibilities Include:- Configuring BlackLine modules with a focus on Transaction Matching- Designing and documenting business and technical requirements- Leading client-facing workshops, design sessions, and training- Overseeing and guiding integration activities with SAP S/4HANA- Collaborating with the end client?s IT and finance teams to ensure successful deploymentWe 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 Finance Project Manager for a large financial services company in the Charlotte, NC area. The PM will be responsible for:oOwn and manage Traded products Book of work,... More including full ownership of RAID management, UAT oversight and user engagement.oPresent monthly status to CORE stakeholders on the changes to the program, and drive topics for discussion and escalation.oComplete data analysis and propose design solutions to migrate over key reporting artefacts to new visualization tooloDevelop and enhance controls and user experience of book of work items, and ensure appropriate due diligence has been completedoPartner closely with Global Market users on additional requirements and engagement to ensure business adoption is successful, end to end.oManage multiple weekly working groups, with clear agenda, minutes being tracked as part of ensuring accountabilityWe 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

Day-to-Day Responsibilities:? Handling insurance denials and appeals with payers? Follow-up activities and ensuring claims are paid? Utilizing software such as OMS / Endovision, EDS clearing house,... More moving to Carestack down the roadWe 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 Data Modeler to support Program Finance. The successful candidate will analyze data, develop and maintain processes, programming applications, reports, and dashboards that... More combine data from multiple sources. This role will focus on application maintenance, query development, and creating tools for internal and external analysis using visualization tools such as Power BI.The Data Modeler will support and maintain Earned Value Management report generation and drive future growth opportunities through data management and Power BI visualization.Responsibilities include:- Query and report against numerous business systems- Develop metrics, define requirements, and mine relevant data for reporting- Create reports and charts for meaningful output- Fix internal reports that are not running properly- Develop and implement solutions to improve data integrity and system interfaces- Support data mining for EVMS Surveillance findings- Build and maintain data models for Power BI reporting- Develop ad-hoc reports and metrics to support operational performanceWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

One of Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in West Babylon, NY. The Financial Advisor (FA) role is a three-year program with a forgivable draw,... More designed for experienced financial advisors or planners who will deliver financial planning guidance and offer investment management solutions. The 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.Core Responsibilities:- Deliver comprehensive financial planning and investment guidance, including onboarding new clients through discovery, needs analysis, goal-based advice, and completion of required documentation.- Serve as the primary point of contact for Wealth clients, providing a differentiated service experience and ensuring all clients receive annual reviews, proactive outreach, and ongoing planning support.- Consistently meet quarterly and annual sales goals by deepening wallet share, anticipating client needs, recommending appropriate Wealth solutions, and generating leads through strong partnerships.- Identify referral opportunities across Retail, Small Business, Commercial, and HNW Wealth partners, supporting integrated relationship management and maximizing client value.- Maintain full compliance with all federal and state regulations, internal policies, AML/CIP requirements, -Continuing Education standards, and risk-management expectations.- Demonstrate customer-centricity by delivering legendary service, modeling WOW-level interactions, and continually improving the client and partner experience.- Contribute to a positive, inclusive, and collaborative team culture by sharing knowledge, mentoring new FAs, supporting Retail training, and participating in community and company initiatives.- Manage priorities effectively in a fast-paced environment, maintain strong communication with partners, and represent the company professionally in all internal and external interactions.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

Our client is seeking a FTI Integration & Sprint Lead to steward and lead the end-to-end activation of the foresight-to-influence (FTI) system in practice, ensuring that foresight, research,... More practitioner guidance, and enterprise influence pathways are deliberately sequenced, integrated, and carried through to adoption. This role exists to prevent fragmentation, drift, and ?great work that never compounds.? Its value lies not in producing content or managing projects, but in building alignment, securing commitment, and enforcing follow-through ? making hard sequencing decisions, negotiating trade-offs, and holding partners to agreed priorities so that insight translates into real-world influence and behavior change.Key Qualifiers: o Ability to operate as a system-level integrator and strategic influencer who:? sees how individual initiatives connect (or fail to connect) across an end-to-end influence system? operates comfortably in environments where authority is shared and alignment must be earned? is willing to say ?not yet,? ?not now,? or ?this doesn?t connect? to protect system integrityo Proven experience designing and running:? time-bound, cross-functional sprints or cycle-based work in matrixed organizations? prioritization and sequencing processes that require explicit trade-offs and commitment? operating rhythms that balance strategic intent with execution realityo Experience translating foresight or strategic priorities into:? clear workstreams, ownership, and dependencies across multiple teams? explicit influence pathways (e.g., guidance ? education ? societies ? advocacy ? market uptake)? decision points for stop/go, escalation, or course correctiono Experience acting as an internal ambassador by:? brokering agreements and partnerships across functions? facilitating content workshopping and planning across upstream and downstream owners? holding partners to agreed commitments without relying on formal authorityo Experience shaping and communicating the story of impact, including the ability to:? design and use adoption and influence metrics (e.g., engagement-to-adoption funnels, practitioner uptake signals, policy or standards traction indicators)? interpret engagement, adoption, and influence signals to demonstrate progress over time? help senior stakeholders understand how insight compounds into influence across the FTI system? work productively with imperfect, emerging, or proxy metrics to build confidence, momentum, and alignmentWe 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