Job Search Results for financial services

Provides financial analysis and prepares internal and external financial reports by compiling information from various sources including operating and custodial banks, bond trustees, investment... More managers and credit card merchant and gateway systems. Prepares daily cash position analysis. Prepare various funding requests. Ensures receipts and disbursements handed in the Corporate Finance Department are properly disbursed from or deposited into the appropriate accounts and/or lockboxes. Assist with ACH/Check positive pay items. Responds to requests for analysis and provides analytical support to the Finance management team. Discusses banking, custody, investment, and merchant statements with department personnel as necessary and investigates variances as requested. Produces monthly investment compliance analyses and credit card reconciliations, researches and resolves discrepancies, if identified. Manages credit card device inventory. Assist with ad-hoc analysis, issue resolution, and provide customer support as requested.Assists Treasurer, Assistant Director of Finance, Controllers, and corporate finance staff in the preparation of annual audited financial statements, related schedules, and notes. Maintains, updates, and prepares bond financing, compliance analyses, and reports that support preand post-issuance of tax-exempt debt.We are seeking a highly motivated and detail-oriented Treasury Analyst to join our team. The ideal candidate will have a strong background in treasury operations, cash management, and financial analysis. This role is crucial in managing the liquidity, optimizing cash flows, managing projects, merchant services transactions and ensuring accurate and timely reporting of financial transactions.Key Responsibilities:Manage treasury related invoice payments and coding.Ensure accuracy and completeness of annual financial reporting.Apply treasury concepts to contribute to tasks and provide solutions.Manage daily, weekly, and monthly tasks and handle additional requests and small projects.Collaborate with stakeholders for clear communication and effective implementation of changes.Implement changes in processes as requested to ensure accurate adjustments.Develop and update procedure manuals to keep them current and comprehensive.Design and streamline processes for handling specific chargebacks and user access Investment portfolio reporting and analysisSpecial projectsFinance committee reports and board slides preparationRating agency financial reporting data Handle merchant services reconciliation, managing projects to open and close non-patient merchant IDs based on case by case requests and handle chargebacks/disputeManage credit card device inventoryProcess wires and internal transfersPositive pay issues/void and accept/reject exceptions for checks and ACHCheck, ACH and Wire investigationsCashflow forecasting and daily cashflow reportingVendor invoice coding review, coding, and maintain paid invoices schedule and pending invoicesEstimate funding accountsPension fund reconciliation scheduleCash logistics management -opening and closing deposit locations and investigating deposit issues as well as assisting on ATM maintenance issueWe 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 HR@insightglobal.com. 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

One of our leading financial service clients is looking for an Application Engineer to join their Middle Office Asset Serving Technology group for a remote to start assignment which will eventually... More be onsite in a hybrid model in Downtown Manhattan (240 Greenwich St). This resource will be responsible for developing technical solutions and utilizing new or existing applications for asset servicing clients to give them access to data on their accounts, trade details, activity etc. This resource should have experience with Ruby or Java, as they will be tasked with an initial assignment in Ruby. For the duration of the position, they will also be tasked with learning both Java and Ruby. The ideal candidate will be sharp, motivated and keen to learn further computer skills and about the financial industry. 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 HR@insightglobal.com. 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

One of Insight Globals top Financial Services clients within the Insurance Industry is looking for a Procurement Specialist to sit on site in Manhattan 3 days a week. Reporting into the VP of Vendor... More Management, this person will roll up into the CFO and support the procurement team. The procurement specialist will be responsible for sourcing vendors, handling RFPs, contract reviews and negotiations, evaluating vendors and risks associated with each vendor, price negotiations, and managing the contingent workforce process. This person will need to have 5 years of procurement experience within healthcare, technology, consulting, or professional services, with strong communication and negotiation skills.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 HR@insightglobal.com. 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 seeking a Software Engineering Manager to lead the design, development, and continuous improvement of our Client Portal and Learning Management System (LMS). This role is critical... More to delivering secure, scalable, and globally compliant digital experiences for our clients. The ideal candidate will bring deep experience in client portal delivery within the financial services industry, a strong understanding of global regulatory standards, and proven technical leadership in Azure-native development and Salesforce Experience Cloud.Key Responsibilities:Lead engineering teams responsible for delivering Fisher Investments client-facing digital platforms, including the Client Portal and LMS.Collaborate with Product, UX, Marketing, Compliance, and Architecture teams to align business goals with technical execution.Oversee delivery of secure, high-performance solutions with high availability (HA), disaster recovery (DR), and global scale in mind.Ensure platform performance for 100K+ concurrent users while maintaining top-tier reliability and data integrity.Drive development and integration using technologies such as Salesforce Experience Cloud, Azure-native services, Sitecore XM, Akamai CDN, and multi-media delivery platforms. (Any CMS or CDN technology is ok)Ensure robust data security, privacy, and regulatory compliance across global regions (e.g., GDPR, GLBA, SEC, FINRA). Top of the agenda this is a big must Implement scalable architectures that support personalized content delivery and modern learning experiences.Promote Agile best practices and a DevOps culture to streamline delivery and increase velocity.Foster an inclusive, high-performing engineering culture with a focus on mentoring and team development.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 HR@insightglobal.com. 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 seeking a Sr. Internal Auditor to join a financial services organization in Boston, MA. This organization provides wholesale funding for housing and community finance for partnering... More financial institutions across New England. The auditor will be a vital member of the Internal Audit team, collaborating with the greater audit group and various business units across the organization. This position requires extensive financial auditing experience and knowledge of risk-based auditing, the COSO Internal Control Integrated Framework, and Sarbanes-Oxley related requirements. Day-to-Day Responsibilities:Lead co-sourced internal audits, complete SOX controls testing, and assess the economy and efficiency of how the organizations resources are employed.Evaluate the design and operating effectiveness of internal controls to ensure risks are mitigated and business objectives are achieved. Analyze the organizations processes and related controls, while developing appropriate audit programs to test the key controls identified. Prepare audit work papers and reports; present any audit issues to internal management.Assist external auditors as needed and internal audit management on special projects.This is a full-time position that is hybrid, in the office 2 days a week, in Boston, MA.Compensation$108,000 to $145,000 per year annual salary.Exact compensation may vary based on several factors, including skills, experience, education, and consideration of internal equity.Benefits: offer medical, dental plans, and vision plans, 401k, health savings accounts and flexible spending accounts, a fitness subsidy, and an employee assistance program.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 HR@insightglobal.com. 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 seeking an Engineering Director to join one of their top financial clients in New York City. This individual will be joining the Global Commercial Services Technology organization,... More specifically one of their highest revenue generating products within their small to medium size business banking portfolio. This individual will be responsible for leading a team of 11 developers and will be expected to be a hands on mentor. While this role does not require hands on coding, there is no middle tier management layer, so we are seeking someone with prior experience in people management, and a strong enough technical background in development to provide hands on guidance. While balancing people management, this individual will be owning multiple technical initiatives and deliverables, partnering with technical leaders, product, risk, and compliance to design the road map and push major changes forward, owning all accountability. An ideal candidate will be hungry and eager to become a SME within this portfolio and space and will be comfortable balancing high level objectives while also being in the weeds.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 HR@insightglobal.com. 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 enterprise in Bengaluru, India is looking for a Cloud Security Engineer to join their team in assistance with service certification within public cloud, specifically AWS. You will... More help lead the certification process for AWS Services, ensuring compliance with industry standards and regulatory requirements. Responsibilities will include developing and implementing security policies, procedures and controls to protect AWS environments along with regular security assessments and audits of AWS services to identify vulnerabilities and recommend remediations. Within AWS, it is important to maintain and manage documentations including policies, risk assessments and reports. As an Engineer, you will have exposure into architecture and it is desired that you understand the configuration of resources and how they are deployed within AWS using the shared responsibility model.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 HR@insightglobal.com. 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 hiring for a Client Service Administrator with a large financial services client in Phoenix, AZ and Fairfield, IA. This position does require to work onsite 5 days a week. The... More Client Service Administrator will assist in the below tasks:Call scheduling (talking with up to 100 people a day)oMaking sure people are available to answer the phonesoHelping the transition team oWill be able to take the call and give them the piece of mind that they're being taken care ofEntering call consultation notes in Compass as a campaignAssist with staffing the phone loop - couldn't answer much beyond very basics, but the caller at least got a live person and could have an idea of roughly when their consultants meeting was over or such. Or our admin could sometimes catch them coming out of a meeting and go ahead and transfer over.Monitor voicemail box and distro to make sure things weren't getting accidentally buried and overlooked, submitting things from this distro like TOA reimbursementsWe 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 HR@insightglobal.com. 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 seeking a Technical Support Representative to work onsite in Marietta, GA for a client within the payment services industry. This person will be responsible for a high volume of... More inbound calls supporting merchants and customers issues. This rep will be resolving issues related to hardware, software, and/or networking issues with terminal devices/POS systems. In this role, you will be responsible for patiently leading customers through resolving their technical issues, placing orders for new and replacement equipment, helping to resolve software issues, and taking ownership of client issues to ensure client satisfaction. Working Hours: Friday -- Sunday: Part Time (24 Hours)Onsite Friday and Work From Home Saturday + SundayWe 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 HR@insightglobal.com. 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 a Senior Servicing Analysts to join the team with one of our large banking clients in the downtown Toronto area. The successful candidate will be responsible for the... More following: Provides loan servicing and monitoring support for corporate lending portfolios in a professional and timely manner. Delivers agreed lending/financing services as specified in the credit agreement/approval and ensures all required policies, guidelines and standards are met. Addresses customer services issues according to established parameters, escalating as required Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities Executes routine tasks such as service requests, transactions, queries etc. within relevant service-level agreements Investigates and addresses specific customer issues Completes administrative activities to ensure the smooth operation of the unit; including scanning and filing documents as required Supports the development of tools and delivery of training focused on delivering business results - Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting Collaborates to execute loan servicing and monitoring requests Prepares customer notifications and billings, and processes services and transactions including (but not limited to) loan advances/payments, wire transfers, billing for principal/interest/fees, monitoring collateral positions, financial exceptions, etc.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 HR@insightglobal.com. 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