Job Search Results for financial analyst

Our client is seeking a highly motivated and client-focused Client Relationship Specialist to support our Wealth Management division in Century City. This role is ideal for professionals with a... More strong background in banking and investment services who thrive in a fast-paced, client facing environment. You will play a key role in supporting high-net-worth clients and bridging the gap between banking, brokerage, and investment services. Key Responsibilities? Serve as a primary point of contact for high-net-worth clients, ensuring exceptional service and relationship management.? Support money movement, account maintenance, and back-office operations.? Collaborate with investment and banking teams to deliver integrated wealth solutions.? Utilize Salesforce and other internal systems to manage client interactions and documentation.Assist with brokerage investment activities and ensure compliance with regulatory requirements.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 2 Senior Technical Data Analysts sitting onsite in India to join a large financial services client. We are looking for a seasoned analyst responsible for driving analysis,... More solution design, and delivery across complex, high impact initiatives within a global asset management environment. Operating at the intersection of technology, data, and investment domain expertise, this role provides advanced analytical leadership, partners closely with Investments and Operations teams on the business side and the other engineering teams, and ensures that solutions align with business strategy, regulatory needs, and enterprise technology standards. Lead the discovery efforts, translating complex investment management processes into detailed functional requirements and solution proposals. This resource will act as a technical thought leader by defining end-to-end data pipeline requirements, covering all phases of data management, including Data Integration, Data Quality, Data Ingestion, Data Modeling, Data Warehousing, Data Security, Business Intelligence, and Data Analysis. You will help to oversee the implementation of new applications or enhancements to existing ones, ensuring projects are delivered on time, within budget, and meeting business requirements. This involves contributing to resource planning for analysis workstreams and functional technology needs, leveraging deep subject matter expertise across investment management domains with a broad understanding of how upstream and downstream systems interact. You will support integration initiatives involving APIs, ETL processes, and cloud-based data platform while also guiding analysts and cross-functional teams through the entire project lifecycle, including requirements, refinement, planning, UAT, and go-live. This position requires working EST Hours (5:30pm IST ? 1:30AM IST) with the compensation ranging from $12-$13/hr based on years of experience.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 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

Insight Global is seeking a Project Controls Analyst to join our team in Texas to support all active project controls efforts, including project schedules, subcontract management/interface,... More productivity reports, payroll functions, and financial reporting.Essential Job Duties and Responsibilities:? Provide proposal support, including L1 schedules, contract review, scope and bid package development, etc.? Support active projects in controls reporting in instances such as, but not limited to, project delay/impact analysis, productivity analysis/updates, schedule analysis/updates, and monthly reports.? Prepare hour and cost forecasts with minimal supervision.? Maintains and leads all quantity reporting for the project.? Provide database management, monitoring of data integrity, updating and logging best practices, creating users, and general support functions for HO and site Payroll.? Manage third party and Home Office bid support, including development of L1 schedule, writing scopes, creating and reviewing bid packages for subcontracts, and creating submittals for manpower/resource curves and controls execution plan.? Conduct all QA/QC testing and audit reporting support.? Develop PowerBI dashboard and provide maintenance, including dashboards for payroll, safety, and manpower.? Other duties, as assigned.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 Accounts Payable Analyst to join their clients growing team, The right person should have 2-4 years of in depth Payables experience and a Bachelors degree in a... More related field. They will have a heavy influence in improving processes related to the STP organization and should have an existing comfort level working across multiple teams in this process. This person will be responsible for operational reporting, standardization, providing peer support, and serve as a senior point of escalation for the offshore payables team. They should have a strong analytical background and be comfortable managing large amounts of data to make informed conclusions and solutions,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 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

Our client is seeking a Treasury Operations Analyst to support day-to-day treasury functions during temporary leave for a 3-to-4-month contract. This is a hybrid/onsite role in Vancouver, WA and the... More role is focused on maintaining core cash management processes, supporting internal stakeholders, and ensuring smooth execution of routine treasury operations.This is a non-strategic, execution-focused role ideal for someone with experience in cash operations, payment processing, or treasury support who is comfortable working in a fast-paced, service-oriented environment. The role is all about supporting cash activity, resolving payment issues, and partnering with internal teams to answer banking-related questions. Key ResponsibilitiesDaily Treasury Operations?Support daily cash management activities to ensure continuity of treasury operations?Monitor and track cash activity across bank accounts?Follow established processes to support ongoing cash flow management Internal Stakeholder Support?Act as a primary point of contact for internal teams (including hospital stakeholders)?Respond to inquiries related to: oBank transactionsoCash activity and reportingoCost-related questions?Provide clear, timely communication and escalate issues as needed Payment Investigation & Issue Resolution?Research and resolve failed or exception payments?Investigate discrepancies and determine root cause (?finding the why?)?Perform data entry and maintain accurate documentation of issues and resolutions Cash Flow Forecasting Support?Maintain and update an existing cash forecasting process?Pull relevant data from systems and ensure forecasts remain current and accurate?Follow predefined processes (no new model building required) Banking Coordination?Support coordination with banking partners and internal teams?Assist with communication and follow-ups related to banking activities?Collaborate with the parent company on treasury-related coordination Reporting & Analysis?Pull data and reports from banking systems?Analyze transactions and cash activity using Excel?Provide basic insights to support internal questions and decision-makingWe 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 supporting a large-scale banking merger integration between Synovus and Pinnacle Bank and are hiring Business Analysts to support execution of business requirements and conversion readiness... More across multiple banking domains. This role sits within the Integration Management Office (IMO), partnering across business and technology teams to ensure requirements are clearly defined, traceable, and ready for production conversion.Responsibilities:Refine and validate existing business requirements (~2000+)Conduct process mapping and gap analysis across merged systemsSupport data mapping and migration activitiesPartner with business + technical stakeholders to clarify requirementsEnsure requirements are testable, complete, and aligned to conversion goalsFacilitate UAT readiness and support testing cyclesDocument work in tools like JIRA, Smartsheets, or similar PM toolsAct as a liaison between business and tech teamsIdentify risks, inconsistencies, and integration gapsSupport conversion readiness (Day 1 go-live)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 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