Job Search Results for Finance

The role of the Underwriter is to conduct a thorough analysis of mortgage loan files to determine compliance with agency, company and investor guidelines to ensure salability of closed loans. In this... More position, the Underwriter evaluates mortgage loan applications by analyzing borrower credit, income, assets, liabilities, and property details to assess overall risk and eligibility. The role involves applying agency, investor, and regulatory guidelines to make sound approve, suspend, or decline decisions, while leveraging automated underwriting systems and validating supporting documentation. Underwriters issue clear, accurate conditions, resolve complex credit scenarios, collaborate closely with loan officers and operations teams, and ensure all decisions are well-documented, compliant, and audit-ready?balancing risk management with speed and a positive borrower 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

A client in the Goodlettsville area is looking for a sharp and reliable individual to join their Cash & Audit team. Starting out, you will have oversight of 1,500+ stores, and will monitor the bank... More activity between the store and the bank accounts. You will be responsible for sorting mail to identifying the physical bank statements being sent in, and then reconcile those bank statements against what the store has reported to have deposited into the bank. You will track your progress by reviewing your daily outstanding reports and early warning reports that requires attention to certain tasks. You will have high touch communication with field leadership through both email and Microsoft Teams and are expected to respond in a timely & professional manner.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 Middle Office Associate for a top alternative asset management client. This individual will support a high-visibility IG Short Fund that is pioneering daily pricing and... More reporting across the firm. The role sits at the intersection of portfolio oversight, fund administration, and transformation, with a strong emphasis on reconciliation, PnL review, and operational diligence. The ideal candidate thrives in a project-driven environment, partners closely with fund administrators, and brings a strong understanding of cash, FX, and complex fund structures?while also contributing to automation and AI-driven process improvements. Additional Job Responsibilities included : Oversee daily and monthly fund reporting, pricing, and reconciliationsReview daily PnL, cash, and position breaks provided by the fund administrator Perform heavy tri-balance style reconciliation (cash, positions, PnL)Partner closely with the fund administrator to resolve breaks and data feed issuesValidate pricing accuracy and ensure all required data feeds are receivedMonitor cash balances, FX exposure, and borrowing facilitiesSupport daily pricing initiative Ensure administrator readiness for daily NAV and reportingParticipate in books & records transformation projectsAssist with broader transformation / AI initiatives during downtimeWe 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

An employer is looking for a Project Controls Analyst to work for a leader in the gas and electric industry. This individual is going to be part of a large organization and helping identify cost... More analysis and budget discrepancies on work in field. In this role you will be supporting Capacity and Reliability program and making sure all cost analysis and forecasting on spend is accurate and up to date. We need this person to assist in validating invoices by taking companies data / work authorizations and marrying that feedback from vendors of what they complete.Other Responsibilities will include:Implement planning, review, control, startup execution and closeout processes and engage in process improvement activities.Revise, monitor and exercise configuration control of contract and project documents.Audit existing expenditure and ensure billed costs are aligned suitably.Guarantee project contract implementation and support project path, plan and schedule.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

Minimum of 3 years of relevant experience in financial services, crypto, investigations, legal, or the tech industry, with a focus on AML, compliance, or regulatory matters. Minimum of 3 years of... More relevant experience in quality review and control framework. Conduct investigative review and analysis in support of company?s BSA/AML regulatory compliance policies and programs including investigating automated alerts from our transaction monitoring systems, and referrals sourced from law enforcement requests and other company lines of business Gather and analyze transaction activity and KYC information and conduct due diligence research in support of investigations as well as interpret evidence from external tools and systems to determine the legitimacy of customer behavior across multiple products Document investigations in appropriate channels and in written narratives as necessary Incorporate feedback from Quality Assurance Team Maintain detailed documentation to demonstrate compliance with regulations and internal policies and procedures? Remain current with industry standards and developments in the areas of KYC, BSA/AML, and OFAC, and apply regulatory requirements and internal policies and procedures to investigations Review data from systems and following Coinbase procedures to investigate, decide, and document identifiable alertsWe 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 Associate for a full-time role in Mineola, NY. The Financial Advisor Associate (FAA) role works with prospects and clients... More to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. ?The FAA will grow and manage their client base by building strong relationships, coaching retail staff to generate referrals within an assigned territory, and collaborating with key partners to identify enterprise opportunities.Key Responsibilities Include:- Acts as the primary financial advisor for TD Wealth clients, delivering personalized wealth management, investment, insurance, and financial planning guidance.- Builds, manages, and retains client relationships through proactive communication, ongoing consultation, annual reviews, and a high-touch client experience.- Grows the business by acquiring new clients, deepening wallet share, meeting performance objectives, and identifying referral and cross-enterprise opportunities.- Leads the end-to-end client onboarding process, including discovery, financial needs analysis, documentation, and ongoing account servicing.- Collaborates with and educates Retail and Small Business partners to generate referrals and transition clients to appropriate Wealth or HNW solutions.- Ensures full compliance with regulatory requirements, firm policies, AML/CIP standards, and continuing education while contributing positively to team culture and community initiatives.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 large banking clients is seeking a Financial Advisor Associate for a full-time role in Brooklyn, NY. The Financial Advisor Associate (FAA) role works with prospects and... More clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. ?The FAA will grow and manage their client base by building strong relationships, coaching retail staff to generate referrals within an assigned territory, and collaborating with key partners to identify enterprise opportunities.Key Responsibilities Include:- Acts as the primary financial advisor for TD Wealth clients, delivering personalized wealth management, investment, insurance, and financial planning guidance.- Builds, manages, and retains client relationships through proactive communication, ongoing consultation, annual reviews, and a high-touch client experience.- Grows the business by acquiring new clients, deepening wallet share, meeting performance objectives, and identifying referral and cross-enterprise opportunities.- Leads the end-to-end client onboarding process, including discovery, financial needs analysis, documentation, and ongoing account servicing.- Collaborates with and educates Retail and Small Business partners to generate referrals and transition clients to appropriate Wealth or HNW solutions.- Ensures full compliance with regulatory requirements, firm policies, AML/CIP standards, and continuing education while contributing positively to team culture and community initiatives.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

? Logging new invoices in master inventory database (MDM Calero)? Review cost center, service names and costs to ensure they align with expected billing details? Contacting LOB managers to confirm... More intended billing details and seeking approval for processing? Processing invoices in Coupa for paymentWe 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 an Administrative assistant to join one of Canada's top banking institutions. The successful candidate will reconcile documents coming into the office and file them in the... More appropriate areas. The ideal candidate will be tech-savvy, have a keen eye for detail, and be able to communicate well with their peers.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 hiring a senior treasury leader to help shape product workflows around cash visibility, forecast drivers, payment controls, liquidity management, and governance. This person should bring both... More operational and strategic treasury judgment, including experience with global cash structures, banking relationships, approvals, and risk oversight. The ideal candidate understands how treasury works in real life across systems, entities, banks, and stakeholders, and can turn that experience into scalable product logic.-Serve as the treasury authority embedded in the product team.-Define product workflows for cash visibility, forecasting, payments, liquidity, and controls.-Translate treasury operating judgment into approval logic, exception handling, and governance.-Advise on global cash structures, bank relationships, and treasury risk oversight.-Partner with product and engineering to design practical, real-world treasury workflows.-Support design-partner discussions and treasury roadmap expansion.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