Job Search Results for financial advisor

Seeking a Documentation Specialist to join our leading Commercial Banking team. Support our corporate card implementation and Card Sales Teams by coordinating the submission and return of legal... More agreements, KYC & AML artifacts required to onboard corp card clientsAct as a trusted advisor to both clients and internal partners sales/relationship managers/VendorResponsible for providing standard legal agreements or work with appropriate internal praters to have negotiated agreements drafted.Instruct clients on needed KYC and AML artifacts required to facilitate the documentation review and approval process.Communicate and follow-up with clients and internal partners to ensure necessary legal docs and pre-requisite are met to advance the onboarding process Respond to clients? and internal partners? inquiries related to legal agreements, AML & KYC related questionsUtilize email, phone , conference call settings to communicate with clients and internal partnersEnsure all agreements, AML & KYC documents are accurate, execute correctly by client and archived in system of recordsWe 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 Senior Contracts Administrator supporting the Missile Defense Agency (MDA), you will serve as a key business advisor and contracts authority on a high-profile national defense program. Through... More the IRES (Integrated Research and Development for Enterprise Solutions) contract, you will lead contract negotiations, ensure compliance with FAR and DFARS, support high value proposals, and mentor junior contracts staff. Job Responsibilities: - Contract Administration? Support day-to-day contract administration, including billing processes, contract modifications, funding limitations, and compliance tracking.? Draft, review, and audit contractual and proposal documents (e.g., LOF notifications, REAs, BOEs, BOMs, cost proposals) to ensure accuracy and government compliance.? Track funding and cost performance across task orders, maintain contract documentation, and ensure all deliverables meet contractual timelines and requirements.- Customer Relations? Serve as the primary interface with Government customers and the Procuring Contracting Officer (PCO), leading contract discussions and resolving contractual issues.? Support contract negotiations and collaborate with internal and external stakeholders, including project leadership, finance teams, and government representatives.- Leadership and Management ? Provide training, guidance, and mentorship to Contracts team members while advising task order leadership on contract risk, structure, and performance metrics.? Brief senior leadership on contract status, risks, and key issues impacting financial and technical performance.This is a direct hire position, onsite full-time in Colorado Springs, CO the salary range for this role is between $100,000-120,000/yr depending on years and level of experience, education, and certifications. This role requires an Active Secret Clearance. Typical benefits offered include flexible work schedules, educational reimbursement, retirement benefits (401K match), employee stock purchase plan, health benefits, tax saving options, disability benefits, life and accident insurance, voluntary benefits, paid time off and paid holidays, and parental leave.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 Director of Tax serves as the Company?s lead tax expert and advisor overseeing income tax, sales and use tax and escheatment functions including emerging issues, research, compliance and... More audits. As a private equity portfolio company, the Senior Director of Tax will need to manage the tax function and the necessary internal processes/controls, assist with Company initiatives, and implement the Company?s tax strategies. He or she will maintain GAAP accounting / SOX compliance and is responsible for the proper financial statement presentation. The Senior Director of Tax will need to work closely with internal business partners, owners and must work effectively with external tax partners. The position requires excellent technical skills in both tax and accounting. The candidate must be able to communicate technical tax concepts to senior management and possess strong organizational skills to properly lead the tax function.Principal Duties and Responsibilities:?Oversee income tax compliance, including but not limited to preparing estimate calculations, data gathering and analysis, reviewing federal and state partnership income tax calculations, Schedule K-1s, Schedule K-3s and returns, calculation of tax distributions to the owners and initiating/mailing estimate and extension payments.?Prepare/model the financial effects of the LLCA waterfall to the partners.?Preparation of certain gross receipts calculations and filings.?Oversee sales tax compliance, including but not limited to reviewing and approving monthly sales tax returns and payments, SKU classification review, assisting with audits, and customer sales tax inquiries.?Data gathering, reconciling, analysis and reporting of unclaimed/escheatment property.?Key contact for the tax impact of the Company?s operational initiatives (e.g., new point of sale, marketplace sales, etc.).?Gather and review tax documentation for routine bank audits.?Preparing and oversight over the department?s budget.?Manage the department?s costs, including negotiating external service provider?s fees, coding/approving invoices and department cost accruals.?Mentoring the sales tax manager and income tax manager.?Establish and maintain processes and ensure compliance is timely, accurate and adequately documented for audits. ?Partner with internal accounting team to assist with separate company financials, recording and reconciling cash tax distributions, composite and withholding tax payments.?Partner with internal treasury/finance department to ensure tax payments are incorporated within the Company?s cash forecast.?Partner with internal legal department regarding any legal documentation that is needed by the tax function.?Manage relationships with external tax and service advisors.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 Vice President of Operations is the operational heartbeat of the organization ? ensuring that every department works in harmony to deliver a consistent, exceptional experience for clients,... More residents, and team members.The Vice President of Operations is responsible for strategic and operational leadership across all Community Association Management offices in North Carolina and South Carolina. This includes ensuring consistent execution and service delivery across multiple locations and cultivating alignment across distributed teams.This leader partners closely with the VP of Sales to ensure operational readiness aligns with growth, retention, and service delivery goals. They translate strategy into execution, holding department heads accountable for measurable results while supporting their professional growth and ensuring each team lives out our brand promise.The ideal candidate is a strong, strategic operator ? capable of diagnosing complex issues, implementing scalable solutions, and sustaining accountability across multiple departmentsKey Responsibilities:- Serve as a core member of the executive leadership team, collaborating with other VPs to execute the company?s vision and strategic priorities.- Lead, coach, and develop department heads across Community Management, Association Coordination, Compliance, Resident Services, and Administration.- Oversee and optimize cross-office operations across all NC and SC offices, ensuring consistency in process, communication, and service delivery across geographicallydistributed teams.- Build a culture of accountability, clarity, and collaboration, ensuring every operational department executes its responsibilities effectively and consistently.- Partner with the VP of Sales to align client onboarding, retention, and service delivery processes to support sustainable growth.- Identify and resolve systemic issues, bottlenecks, and inefficiencies across departments to improve workflow and service quality.- Implement and oversee operational rhythms ? department reviews, leadership check-ins, and performance meetings ? to ensure consistent communication and alignment.- Oversee staffing strategies, leadership development, and performance management across all operational teams.- Establish and refine standard operating procedures (SOPs), ensuring scalability, documentation, and alignment with company standards.- Monitor performance metrics, client satisfaction, service levels, and financial performance to inform strategic decisions.- Foster cross-department collaboration with Finance, HR, Maintenance, and Sales to strengthen company-wide communication and cohesion.- Serve as a trusted advisor and strategic partner to the President & CEO, contributing to company-wide initiatives, process improvement, and long-term growth strategies.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