Job Search Results for Financial Analyst

One of Insight Global's top clients in the Banking Industry is looking for a Client Service Representative II to sit on site 4 days a week in Lake Mary, FL. The Client Service team works with... More external clients to resolve the most complex day-to-day issues and leverages the appropriate resources to resolve their inquiries. They are responsible for the front-line communication and support of clients? requests, mainly via telephone, email, or chat. They will also be responsible for building both internal partnerships as well as external relationships with the clients. Client inquiries can range from account maintenance requests such as: checking on an account status, helping with a password reset, audit trail, etc., to more complex client issues such as: cost basis issues, wash sales, trying to open an account in a foreign country, etc. The ideal candidate is someone who has a background in Client Service within a Financial Services, Wealth Management, or Brokerage environment. These individuals must be comfortable multitasking in a fast-paced work environment, be able to do their own research or ask for help if they do not understand a client request and be able to provide top-notch professional communication and support to their clients.?Providing support to major clients in addressing and resolving complex operational and technical issues and ensuring requests are executed.?Uses developed communication skills to deliver high quality service to a specialized client base.?Provides key individuals at assigned clients information related to the company's products and services representing a broad array of lines of business and geographies and leverages an in-depth understanding of broader services and offerings.?Proactively assists clients in reviewing potential business needs and facilitates introductions to the appropriate resources. ?Uses broad understanding of products and services to best propose expanded offerings to clients for front office consideration.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 looking for a Senior Analyst, ESP to be a part of the enrollments, settlements and payments team who will be considered a subject matter expert in the market(s) they support. This individual... More should proactively identify and solve problems with little to no guidance. In addition, this role requires individuals to communicate effectively, at a high level, with all functional groups including executive management. Success in this role requires continual review and improvement of existing processes and procedures, particularly as the company implements new and upgraded support systems. Compensation:$85k to $100k per year annual salary. Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages for this role may include healthcare insurance offerings and paid leave as provided by applicable law.Day-To-Day:? Enroll assets in ISO/Utility markets, settle and/or shadow-settle events and test events, and report on both asset- and portfolio-level compliance? Manage the calculation and submission of customer payments? Analyze portfolio trends and create actionable suggestions during each stage of Enrollment, Settlement, and Payment? Provide leadership on system and process improvement initiatives? Work closely with internal teams on all audit requests received from the ISO/Utility? Lead reporting out of the relevant financial impact of market operations with the highest level of accuracy for both internal and external reporting? Develop customized reporting for customers and assist in maintaining executive level market summaries as needed? Help guide more junior teammates in day-to-day tasks, communications, and other projectsWe 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 Junior Procurement Analyst for a 6 month contract in Saskatoon. A successful candidate will join an internal, multidisciplinary procurement team supporting indirect... More spend across multiple retail projects. This is a hands-on, analytical role focused on data analysis, variance analysis, reporting, and problem solving rather than traditional procurement execution.This opportunity is ideal for a recent graduate or someone interested in working in procurement, who is highly analytical, self-motivated, and comfortable figuring things out in a fast-paced environment where processes are not always documented. Prior procurement experience is not required?you will be coached and supported by senior team members.This role is perfect for:? Recent graduates ready to launch their career? Aspiring analysts interested in procurement and business operationsSelf-starters who enjoy solving problems and learning on the flyWe 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 Billing Analyst independently analyzes client billing issues, implements complex client arrangements, and supports automated billing operations. This position can be a hybrid work schedule... More (2-3x per week) in Palo Alto, San Francisco, Seattle, or Washington, D.C. Duties include the below:-Analyze current Expert Billing workflows and functions and implement automations and improvements.-Conduct quality control of team?s billing practices by establishing and administering internal quality control procedures.-Alongside Senior Manager, oversee and ensure compliance with financial policies for billing workflows.-Analyze WIP aging, and proactively collaborate with legal and finance teams to ensure timely billing.-Implement and support billing templates, task codes, bill groups, matter plans, and split payors.-Identify and Implement billing solutions for flat and fixed fees, and action codes.-Apply and manage alternate fee arrangements in Entity Manager.-Coordinate with finance team on client-specific billing arrangements and provide guidance for proper execution in Expert Billing.-Conduct billing and payment reconciliation for client accounts. Find resolutions as needed.-Manage sensitive time modifications including deletions and changes to dates and worked hours.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 an Application Support Analyst to join a confidential Tier-1 financial services client supporting a high-visibility, client-facing online trading platform used by... More thousands of investors daily. This is a strong resume-building opportunity with exposure to modern cloud technologies and long-term growth potential.What You?ll Be DoingProvide production support and incident management for a Tier-1 online trading applicationSupport 3?4 core modules, including Account Opening, Trading, Cash Transfers, and Internal Agent PortalInvestigate, triage, and resolve production issues with a focus on business impactRun incident bridges and communicate clearly with technical and business stakeholdersSupport Azure cloud components and OpenShift microservicesParticipate in after-hours code deployments (every 5th week, compensated with time in lieu)Act as an SME for change impact assessments and service improvementsWe 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

Understands how to automate processes, etc.Do heavy data-driven work and analysis.Breaks down the product to something you can transform into data for reporting purposes.Ability to drive, execute,... More and facilitate meetings. 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

Insight Global is seeking a Data & Analytics Business Analyst for a top-tier financial services client. This role supports fast-moving AI, data science, and enterprise data initiatives, working at... More the intersection of front-office investment professionals and highly technical delivery teams. The ideal candidate is intellectually curious, business-savvy, and comfortable navigating ambiguity?owning requirements, driving UAT, and translating complex needs into practical, high-impact analytics and AI solutions. This is a highly visible role within a growing data and analytics organization, offering strong exposure to front-office stakeholders and cutting-edge technology initiatives.Day-to-Day?Elicit, analyze, and document business requirements for ADA?s portfolio of data science, ML, and AI products?Translate evolving front-office and business needs into clear, actionable specifications for technical teams?Serve as the primary bridge between data scientists/engineers and business stakeholders?Own UAT planning and execution across ADA workstreams, driving testing, issue resolution, and sign-off?Evaluate product UX and provide substantive feedback to improve usability and adoption?Maintain and manage the firm?s Data Demand Register for enterprise data needs?Run data demand intake processes with bankers and business leaders, helping structure unclear or emerging needs?Communicate demand pipeline status and data asset readiness to program stakeholders?Provide support to data governance initiatives as neededWe 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 major clients are seeking a Senior PowerPlan Business System Analyst to support their Finance and Accounting organization. The selected individual will be responsible for... More owning and optimizing the client?s PowerPlan environment, as well as streamlining interfaces across reporting tools. This role is central to ensuring data integrity, regulatory compliance, and smooth fixed asset lifecycle operations for one of the nation?s largest power generation cooperatives.?Serve as the go to business administrator for PowerPlan on-Prem, overseeing configuration, system integrity, security coordination, and ongoing maintenance?Stay current on PowerPlan updates, accounting requirements, and industry best practices?recommending improvements that enhance efficiency, controls, and reporting.?Ensure reliable, compliant, and accurate fixed asset accounting processes?Lead Cross Functional Impact to optimize PowerPlan?Partner closely with Fixed Asset Accounting, Planning, Treasury, Capital Projects, Operations, and Shared Services IT?Support capital project structure, work order setup, construction work in progress (CWIP), asset additions/retirements, depreciation, Asset Retirement Obligations (ARO), and loan tagging?Drive Enhancements & System Improvements?Lead requirements gathering, testing, and go live support for upgrades, new functionality, and integrations (Maximo, Lawson S3 / Infor CloudSuite FSM, Business Objects, Jedox, and internal interfaces)?Coordinate User Acceptance Testing (UAT), regression testing, approval workflows, and disaster recovery processes?Support and facilitate critical month end, quarter end, and yearend close steps within PowerPlan?Troubleshoot issues, validate results, and support reporting used for financial statements and regulatory filings?Guide and Empower Users?Create and maintain process documentation, training materials, and workflow maps?Deliver training and provide ongoing support to end users across the organization?Champion System Performance & Innovation?Monitor system performance and resolve issues with minimal disruptionWe 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

Summary: We?re seeking a Technical Business Analyst to join one of our financial services clients in the Market Risk technology team focused on hands-on analysis and system-level problem solving.... More This role sits firmly on the technical side of the house?not project management or KYC/compliance operations?and is ideal for someone who enjoys deep investigative work with data, databases, and risk systems. You?ll partner closely with risk managers and developers to translate business and regulatory needs into clear technical requirements, acceptance criteria, and release documentation while supporting testing, demos, and release cycles. The team supports Market Risk reporting and analytics across multiple asset classes (equities, credit, rates, commodities, mortgages), working on tools used by risk managers and regulatory-facing reporting. You?ll leverage advanced Excel, SQL, and a working knowledge of Python to analyze market risk data, improve workflows, and enhance dashboards and analytics. This role offers strong exposure to Market Risk, VAR and stress-related initiatives, and an environment where curiosity, strong work ethic, and the ability to bridge business and technology are critical to success.Key Responsibilities? Serve as a Business Systems Analyst, bridging the gap between Market Risk stakeholders and developers? Perform deep, hands-on analysis of systems, data, and workflows? Gather and document requirements; write Business Requirements Documents (BRDs) and Functional Requirements Documents (FRDs)? Define and document acceptance criteria, release notes, and ?what are we releasing? summaries? Support release cycles, including testing, demos, and stakeholder walkthroughs? Attend scrum/agile ceremonies and collaborate with developers on active initiatives? Investigate data issues, analyze system behavior, and support enhanced workflows (may include light production support?type investigations)? Work on tools and platforms used by Market Risk managers, including risk reporting and analytics? Support initiatives that are regulatory-facing, ensuring accuracy, traceability, and completeness of data and reportingBuild and maintain Excel- and PowerPoint-based artifacts for analysis, reporting, and presentationsWe 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