Job Search Results for Finance

We are seeking a skilled Dynamics 365 Finance & Operations Functional Consultant with expertise in Supply Chain Management. This role is responsible for the day-to-day end user and system support of... More our Dynamics 365 Finance & Operations environment, keeping core supply chain and order management processes running smoothly across Warehouse Management, Procure-to-Pay (P2P), and Quote-to-Cash (QTC). Must be located in Chennai, Tamil Nadu, IndiaSalary: up to 12 LPAWe 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 Senior Microsoft Dynamics 365 F&O Business Analyst to join one of the largest oil and gas drilling services companies in Houston, TX. This individual will support the... More global rollout and implementation of D365 Finance & Operations across the organization's international business units alongside their Systems Integrator partner. They will work closely with Finance, Operations, and IT stakeholders to support system configuration, testing, data migration, issue resolution, and business process improvements across core finance functions including GL, AP, AR, Fixed Assets, and Procure to Pay. The ideal candidate will have 5+ years of D365 F&O experience, experience supporting ERP implementations, and a strong understanding of finance processes within complex enterprise environments. This position is onsite at their North Houston office four days per week with remote Fridays, and the pay rate ranges from $60 to $70/hr.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

One of Insight Globals top banking clients is looking to add a Client Processing Lead Representative to their Fund Order Processing Team. This team sits within the Alternative Investment Services... More space, doing client processing within Fund of Hedge Fund Custody, and is dedicated to processing fund of hedge fund investments on behalf of its clients and providing client reporting. This candidate will serve as a lead for the day-to-day operations of a small-to-medium client processing support team that handles any/all aspects of Fund of Hedge Fund client accounts, inquiries, transactional processing, problem resolution, and daily reconciliation. They will serve as the point of contact for clients and assist in communicating internally as well as externally with clients. They will participate in the allocation, review of trade documentation and ensuring that all cash and trade instructions have been executed properly. This candidate will assist in processing updates to client accounts, managing the daily transactional workflow within the team and assist in the oversight of Client Processing to ensure transactions are handled properly.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 looking for 2 Sr Marketing Managers to join a large client downtown Toronto. The qualified candidates will be working on digital acquisition for credit cards. They should have... More experience working in the digital space and working on technical platforms. 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

A large financial client is looking for a Brokerage Account Operations analyst to join the team. The role is responsible for opening accounts for all Brokerage, FX, and RIA accounts. The person will... More be reviewing and verifying client onboarding documentation for completeness, as well as establishing accounts by accurately entering client information into various Core Banking systems. Additionally, ensuring all client data, including maintenance requests are gathered, logged, processed, verified and addressed in a timely and accurate manner.Primary responsibilities:- Receive and log client/account opening instructions and confirm receipt back to sender.- Prepare and sort source documents for review based on priority set by business/client need.- Review source documents and assess account information to ensure it complies with requirements.- Analyze documentation for completeness and imperfections; settle discrepancies by utilizing standard procedures, or return unfinished/incorrect records to sender or the team leader for appropriate action.- Input of account opening data for new and existing clients by: Understanding the specific documentary requirements for each type of account opened, Ensuring receipt of applicable forms and addressing missing information, Reconciling documentation checklist, Enter information directly into internal systems- Ensure complete and accurate KYC information by: Collecting all required information and documentation from internal business partners, Ensuring adequate source of wealth is documented for each client, Satisfy the Bank's KYC due diligence policies and procedures- Validate that negative media alerts have been executed, review and escalate where necessary.- Verify that all data entered is reviewed and accurate prior to being sent for approval.- Archive completed work and ensure compliance with record retention requirements.- Communicate with internal business partners in a professional and timely manner when responds to processing requests, instructions, inquiries, issues, voicemails, and emails.- Partner with staff across the organization and forester strong relationships with the Business, Product areas, IT, and Operations to goals.- Escalate opportunities where process improvements exist and/or gaps in the process are identified.- Properly manage the expectations of internal business units when communicating and responding to processing requests, issues, voicemails and emails.- Assist and support department and team projects.- Meet standards for production volume, accuracy, and completeness.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

Maintains collateral files and mortgage loan documents in support of the Wealth Management & Investment Services business line. Receives and prepares incoming materials for input into inventory,... More including receiving and shipping files/packages between various locations and verifying the quantity and condition of materials. Maintains orderly and accurate record of all files and related documents in Terminal Digit order. Locates requested documents and files to meet a deadline and accommodates rushed and established Service Level Agreements (SLAs). Performs manual movement of file folders of varying volumes while maintaining organization. Maintains and completes inventories as needed, resolving discrepancies in a timely manner. Research file or document activity as needed. Makes new labels for files and attaches to files or matches new file folders with labels to files. Re-files all documents in a timely manner, including inserting loose documents into corresponding files already shelved. Processes loan documents that are coming in or out for an acquisition or sale. We can pay between $16-$17/hrResponsibilities:-Good understanding of general office procedures and clerical skills - Basic reading, writing, and mathematical skills - Basic knowledge of personal computers and other office equipment - Effective verbal and written communication skills - Ability to collect and organize information.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

As a Client Relationship Manager/Client Service Representative (CSR) you will be the main point of contact for client's customers dealing in Futures & Options and OTC clearing. The primary functions... More of this role are to provide client support with trade/position management, relationship management, and field market/product inquiries across the derivatives space. This role will be supporting top tier institutional clients, which will require outstanding customer service to enhance the overall relationship.Responsibilities:? Subject matter expert for client queries regarding trades, positions, lifecycle events, commission, reporting, product offering? Navigate the organization (central point of contact for client) by doing research and/or internal outreach to get responses to client queries and escalations? Escalation point for clients as well as internal teams that are looking to drive resolution on critical initiatives? Coordinate outreach and understand clients? intentions around last trade date, esp. on physically settled contracts, and options expiries? Coordinate client requests for additional access to the Mercury portal? Establish frequent dialogue with the Marketing team keeping them abreast of client concerns or product asks and tracking this via internal databases? Establish regular meetings with priority clients to drive discussions around metric trends, outstanding issues (OILs), and strategic industry focus areas.? Meetings should encompass a holistic view of the operational side of the relationship (Product, Collateral, Brokerage, Clearing, etc.)? Meetings should have set agendas, accompanied by presentations where applicable, and should be followed up with call reports? Work with Client Service Relationship Managers to establish prioritization on priority client OILs, keep OILs updated in sharepoint, and ensure regular focus on moving solutions forward? Work with clients to move them toward self-service opportunities on the portal, reduce client accommodations, and use etask/tableau metrics to look at opportunities for reducing manual processes? Maintain client profiles, procedures and up to date contact informationWe 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

?Conduct comprehensive cost estimate reviews within 10 calendar days (average 12?60 hours per project), including validation of cost versus scope, verification of Cost Classification Estimate... More methodology, PACES file/settings review, assembly selection, functional space areas, area cost factors, market conditions, and project mark-ups. ?Perform cost risk analysis, economic analysis, life-cycle cost analysis, and benefit-cost analysis as required (per DAFI/DAFM 65-series). ?Identify missing scope, incorrect quantities, and other deficiencies; reconcile estimates with higher-detail methods such as MII when 35%+ design is available. ?Prepare written Cost Estimate Review Reports with clear findings and one of four recommendations: Concurrence, Concurrence with Comments, Additional Information Required, or Non-Concurrence, supported by documentation. ?Support projects throughout the lifecycle (up to beneficial occupancy), including review of Independent Government Estimates (IGE) for modifications and change orders. ?Contribute to quarterly and annual summary reports highlighting trends, issues, and recommendations for improving Air Force cost estimating accuracy. ?Attend meetings and provide analytical support to Reviewer/Approvers and the AF LCCE SME via telephone/web conference. ?Maintain a formal quality control process for all deliverables.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 CRE Loan Specialist position is a specialized position responsible for reviewing and understanding the Commercial Real Estate Loan approval/request, providing thorough, objective analysis of the... More Loan closing, construction documentation and funding requirements in the RE loan documents, and all supporting documentation required for closing, and confirming that the loan documents provide that the loan is being closed as required by the approval. The closing process may include an objective analysis of the construction documentation and knowledge of the construction/draw process. This position is expected to lead the RE loan closing, construction monitoring and review process, including funding requests, invoices, AIA requests from the General Contractor, completion requirements as required by the loan documents and other supporting documents and final completion documents. This position ensures collateral remains perfected, legal documentation supports credit approval, and all risk controls have been met in order to proceed with closing and ultimately funding the construction as requested by the Borrower. Loan products include construction loans, term loans, revolving lines of credit and other commercial debt.Essential Duties And ResponsibilitiesReview Loan Approval for all deal terms and requirements and confirm that all terms, requirements, and Borrower information is consistent with term sheet, commitment letter (if applicable), and Loan Closing Documents. Verify customized Loan Closing Documents are complete and accurate according to policies and procedures, and provide comments regarding the documents to bank counsel and the Line of Business as needed. Work with bank counsel and Line of Business to review the attorney prepared Loan Closing Checklist and the documents received. Request and review bids from 3rd. party Construction Consultant(s) when required. Review and approve required project construction documents, and forward to 3rd. party consultant as required by policy and/or procedures. Interface with Lenders, Borrowers, Attorneys, Title Companies, General Contractors, Consultants, and Agents to ensure proper documentation is received for Loan Closings and Draw Requests. Verify Payment Instructions provided by Title Company, Agent and/or Borrower. Maintain and update project Budget(s) as approved at closing, track changes and ensure funds are sufficient to complete the project. Approve loan Budget changes within established limits or refer loan to RM or Credit Officer for further approval/override as provided by Policy. Review and approve Draw Requests and supporting documents as submitted by Borrower and provide documentation to Loan Operations to disburse loan funds within the established SLA. Manage the disbursement and payment process to and from bank participants, junior lenders and agents. Provide Primary support and partnership to Relationship Managers (RM) and Portfolio Managers (PM) to ensure construction maintains strong quality, while facilitating risk control measures for the Bank. Works closely with senior management, RMs, PMs, Credit Risk, Compliance and Internal Audit partners to ensure that the credit remains in compliance with Bank and regulatory policies. Provide documentation to Loan Operations to book, maintain and update the loan tracking system with Borrower and Loan information. Manage loan document exceptions.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 of Insight Global is seeking 2 Acquisition Analysts to sit in Washington DC. As an Acquisition Analyst, you?ll bring your analytical, strategic, tactical, and technical expertise to work on... More projects for high visibility mission sets critical to national security. You?ll analyze, assess, plan, and support enterprise communication infrastructure and network services acquisitions. You?ll be a trusted advisor to our clients, and we?ll look to you for your comprehensive knowledge of contracting principles and acquisition planning to the overall management of the acquisition process. You'll guide the work we do for our mission partner and the solutions we deliver for reliable communications vital to national security. Salary Ranges from $130,000-$165,000 annually.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.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