Job Search Results for Finance

Insight Global is seeking skilled Wealth Management Account Transition Specialists to join our client's organization in downtown Chicago. The Wealth Management Account Transition Specialist is... More responsible for working alongside Private Wealth Advisors in the Front Office and other internal downstream partners to open/close accounts within Wealth Management and initiate the asset transition. This is a fast-paced part of the organization that requires high attention to detail, strong communication skills, prioritization and organization. The Wealth Management Account Transition Specialist may manage 50-100 accounts at various stages on any given day. It is there responsibility to ensure the account is managed correctly and in a compliant fashion. Additional responsibilities may include but are not limited to:Provides support to Front Office personnel through transaction processing and performing account maintenance while balancing both the customer and the bank's needs.Be the liaison between the front and back office partners to resolve any transition related issuesMeets or exceeds productivity goals as established.Meets or exceeds service level agreements as established.Identifies areas of improvement to support overall client experiences.Identifies possible trends and barriers to defining a great customer experience and escalates these opportunities for improvement.Identify continuous improvement opportunities to increase departments' performance such as process improvement, complaint investigation, etc.Develop and maintain knowledge and understanding of processes performed within the team.Builds effective relationships with internal stakeholders.Identifies and escalates all irregularities and discrepancies to management.Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.Protects the Bank's assets and complies with all regulatory, legal and ethical 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 looking for a Revenue Analyst to support a client of ours in Huntsville, AL. The Revenue Analyst will be supporting the Financial Department's revenue team and will be responsible... More for processing new business applications within the city, organizing those business applications based on the type of business and categorizing the business so that the licensing fees can be sent & processed. This role will have a customer facing aspect to it as there will require providing support to customers via phone & email.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 top Fortune 100 company is looking to hire a permanent an Internal Auditor position will be based in Cincinnati, OH. The responsibilities of this role include performing the internal audit function... More for the employer, with a strong focus on evaluating and auditing internal controls over financial reporting and compliance with employer policies. Audits will cover areas such as inventories, revenue recognition, accounting procedures, capital expenditures, and accruals. The successful candidate should be open to relocation for future growth opportunities. Additionally, this position involves travel, up to 30% of the time.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 Senior Financial Analyst to join one of Canadas largest commercial fuel and retail organizations for a full time position. This will be a hybrid role with the... More expectation to be in office 3 days a week downtown Calgary. A successful candidate will have extensive experience building financial statements independently, exposure to joint ventures and project accounting 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

Insight Global's client, a leading global solar project developer, owner, and operator, is looking to hire an experienced Technical Accounting / SEC Reporting Manager to join their growing team in... More Pleasanton, California. This company operates in the fastest growing solar markets thank to its improved clarity of government policies. Their strategy is to pursue high-margin project development opportunities in the US and Europe, where they have an industry leading position.Responsibilities: * Process and manage the company's external reporting including10-K,10-Q, earnings reports, and other materials in a timely manner. * Stay current on Accounting Standards Codifications (ASC) and SEC regulations and evaluate the impacts on company's financial reporting. * Serve as US GAAP resource and technical accounting research. Prepare accounting analysis/memo on complex and/or non-standard transactions. * Research, analyze, and document accounting and reporting implications and assist with related complex accounting journal entries, reconciliations, and disclosures. * Provide oversight of company-wide revenue recognition, including reviews of agreement in accordance with ASC 606. * Provide guidance on appropriate treatment for lease accounting ASC 842, including lease modifications and terminations. * Communicate to external and internal auditors, including timely addressing audit requests and effectively managing communication amongst stakeholders. * Drive process improvement by proactively identifying opportunities on an ongoing basis and effectively implementing process transformations. 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 large automotive manufacturer in the Upstate is looking for an Accounting Analyst to join their team. This person will be part of the accounts payable team, their day to day involves a lot of... More managing emails, statements, and invoices. Their main role is to manage workflow making sure that statements are routed to the right person, processing approval, and posting at the vendor account. The candidate must be familiar with purchase to pay process, 3-way match. Must be familiar with Microsoft Office and has excellent communication skills through email and in person. The manager is looking for a candidate that is empathetic, problem solver, organized and a self-starter that is willing to look for ways to make the process efficient. There is a WFH flexibility, must be in the office 3 days one of them must be Wednesdays. Performs accounting duties such as budget planning, budget steering, invoice processing, and claims management. Aligns receivables/payables with internal and external process partners as needed. Monitors, analyzes, and reports on the operational processes with the goal of finding and recommending opportunities and implementing improvements in accuracy, efficiency, and timeliness. Monitors, analyzes, and drives resolution to Accounts Receivables/Payables open items. This includes debit balances, workflow items and payment issues. Participates in projects relating to or affecting Accounts Receivables/Payables processes. Performs account analysis and account maintenance, taking actions as needed to clear open items to minimize financial risk. This requires cross-functional initiative with other departments to resolve open issues. Assists in system/process design as well as maintenance and testing of changes and system upgrades. Acts as a backup for Accounts payable posting as needed. Prepares month end reports for management including metrics. Performs month-end entries.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 to add a Jr. Internal Control Analyst to one of our distribution client's Internal Control team. The Internal Control Analyst will support the Internal Controls manager to... More develop and maintain an effective internal controls environment within Bunzl North America through active engagement within the risk assessment, control creation and implementation and continuous monitoring processes.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 client in Higher Education is searching for an Accountant to join their team Full-Time on a Hybrid basis in St. Petersburg, FL. This individual will be responsible for... More providing accounting, auditing and financial internal controls relating to the Palladium department's budget, grants, credit card reconciliation, event settlements and other programs and their respective funding sources. Additional responsibilities are included but not limited to:- Performing financial analysis reporting and fiscal year opening & closing activities. - Working closely with internal teams to establish budget and additional business operations. - Responsible for record keeping related to webtime payroll reporting, invoice payments, PCard reconciliation, E-Reqs for purchase orders, and journal entries.- Reconcile activities in QuickBooks to PeopleSoft Finance.- Provide historical analysis on repeat events & clients upon request. - Preparation of ledger entries to maintain location activity, grant, or program activity accounts. - Maintaining of event contract data files, including final settlements and additional relevant documentation.- Assist in grant writing and the management of Palladium grants. - Preparation and data compilation for year-end data and support from QuickBooks for IRS 990T Unrelated Business Income Tax Return. - Performance of other duties of a similar nature or level.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 Billing Specialist, Grants Accounting position performs duties relating to preparing and tracking invoices to agencies for Sponsored Programs, updating and maintaining grant budgets, preparing... More cost transfer journal entries, and tracking and reporting grant information.Review materials for newly established awards, including contracts and budget documents, to determine billing and fiscal reporting schedules, identify award-specific invoice templates and support requirements, and ascertain a base understanding of allowable costs and budget modification guidelines. *Prepare and submit invoices for Sponsored Programs awards per sponsor schedule, including performing a high-level review of budget-to-actual expenditures to ensure that grant expenses are in compliance with award budgets. *Extract, analyze and prepare detailed transaction history, and/or invoice support documentation for payroll, procurement, travel, journal entries, payment history, effort certification, and other award transactions as required for attachment to invoices. *Maintain a record of all assigned Sponsored Programs awards and a schedule of invoices due, completed and paid. *Communicate effectively with internal collaborators such as Sponsored Programs Grant Officers, Project Directors, and Campus financial and administrative staff regarding invoices, award expenditures, and payments. Monitor invoice aging and initiate follow up inquires with the external funders and internal collaborators as needed. *Prepare and/or initiate cost transfer and budget entries in the ERP system, including gathering necessary backup documentation that meets College policy and general audit standards. *Maintain familiarity with relevant award materials, including Sponsored Programs forms, award contracts and subsequent amendments, budgets, and other relevant materials, in order to ensure the accuracy of budget entries and invoices. *Deposit checks received by Systems Office Business Affairs using a desktop scanner, and process deposits in the ERP and assemble support and reporting as directed by supervisor. *Update sponsor contact information in the ERP system as needed, including adding/updating agency billing contacts and schedules/events. *Initiate Sponsored Programs Board Reports and coordinate with Sponsored Programs Grants Officers to reconcile with their records. *Add new and update existing Award information in the ERP, including but not limited to Award data, Grant-level data, security roles, attachments, F&A rate agreements, billing schedules, and finance worktags. *Apply independent judgement and knowledge of general sponsored programs compliance standards and College policies and procedures in performing all tasks in order to contribute to the overall Sponsored Programs objective to ensure successful submission, award, and management of sponsor grant funding. Stay abreast of changing regulations and best practices for grants management. *Actively engage in the development and updating of Grants Accounting standard operating procedures and training materials. *Cross-train with other Grants Accounting staff and assist as a backup as needed. *Serve as a resource to other Sponsored Programs and Business Affairs staff in identifying and/or resolving award-specific and general questions, including responding to information requests related to grant monitoring, reviews, and audits. *Maintain files (electronic and paper) per College policies and procedures. *Utilize required project management software and participate in department and College strategic planning sessions as directed. *This is not to be construed as an exhaustive list. Other duties logically associated with this position may be assigned. All responsibilities will be conducted within the parameters of the Family Educational Rights and Privacy Act (FERPA), other applicable regulatory requirements, and professional standards.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 our EVS clients in Newtown Square, PA is actively looking for a temporary Accounting Manager for a 4-5 month contract. This position would be from mid May-October. You will provide financial... More oversight and management for our EVS client. They currently have over 100 locations that are consolidating financially so having basic understanding of consolidations would be ideal. This position is 4 days WFH, one day onsite per week. Main responsibilities include:- Period close including all JE's (journal entry) and account reconciliation as well as interaction with Ops Team and Controller- Oversee Accounts Receivable and Payable - Management of a couple of large suppliers from an AP perspective- Assist and manage a small team of 3, which include AP, AR, and BillingWe 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