Job Search Results for accounting

Maintains collateral files and mortgage loan documents in support of the Wealth Management & Investment Services business line. Receives and prepares incoming materials for input into inventory,... More including receiving and shipping files/packages between various locations and verifying the quantity and condition of materials. This role will primarily involve, unloading boxes that come into the facility and handle organization of the boxes and its contents. Maintains orderly and accurate record of all files and related documents in Terminal Digit order. Locates requested documents and files to meet a deadline and accommodates rushed and established Service Level Agreements (SLAs). Performs manual movement of file folders of varying volumes while maintaining organization. Maintains and completes inventories as needed, resolving discrepancies in a timely manner. Research file or document activity as needed. Makes new labels for files and attaches to files or matches new file folders with labels to files. Re-files all documents in a timely manner, including inserting loose documents into corresponding files already shelved. This role is paying 17/hr.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 hire a Client Service and Activation Lead for a client in the benefits industry. This role will support Workday Benefits implementations and ongoing client relationships.... More This role is split evenly between client-facing project management and hands-on system administration. This individual will act as a key liaison between clients, Workday integrators, and internal EDI analysts, pulling the right information together to ensure successful file creation and delivery to carriers.Duties include:- Lead kickoff calls with clients and Workday integrators- Serve as the primary point of contact for clients throughout the implementation and file creation process-Proactively dig in and ask detailed questions to the client (e.g., Where are we in the file creation process? What data is still needed?)-Act as a trusted client partner focused on relationship management and alignmentWe 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 Operations Associate to join a dynamic team at one of Canada's largest banking institutions within their Wealth Management Operations group. The team's core mission is to... More facilitate the swift and efficient transfer of assets for high-net-worth clients between financial institutions across Canada. The ideal candidate will have a go-getter attitude and the ability to learn new tasks and processes with an eye for detail. Collaborate with your team, leadership & internal/external business partners to resolve issues efficiently and effectively according to Industry standards. Daily responsibilities will include data entry, transfer processing, and prioritizing branch inquiries.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 for a full-time role in Havertown, PA. The Financial Advisor (FA) role is a three-year forgivable draw program, designed... More for experienced financial advisors or planners who will deliver financial planning guidance and offer investment management solutions. The FA will need to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to their client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and protection.Core Responsibilities:- Deliver comprehensive financial planning and investment guidance, including onboarding new clients through discovery, needs analysis, goal-based advice, and completion of required documentation.- Serve as the primary point of contact for Wealth clients, providing a differentiated service experience and ensuring all clients receive annual reviews, proactive outreach, and ongoing planning support.- Consistently meet quarterly and annual sales goals by deepening wallet share, anticipating client needs, recommending appropriate Wealth solutions, and generating leads through strong partnerships.- Identify referral opportunities across Retail, Small Business, Commercial, and HNW Wealth partners, supporting integrated relationship management and maximizing client value.- Maintain full compliance with all federal and state regulations, internal policies, AML/CIP requirements, -Continuing Education standards, and risk-management expectations.- Demonstrate customer-centricity by delivering legendary service, modeling WOW-level interactions, and continually improving the client and partner experience.- Contribute to a positive, inclusive, and collaborative team culture by sharing knowledge, mentoring new FAs, supporting Retail training, and participating in community and company initiatives.- Manage priorities effectively in a fast-paced environment, maintain strong communication with partners, and represent the company professionally in all internal and external interactions.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

This role will support both a budget system implementation (Sherpa BFM) and a Budget-to-Report (B2R) workstream within an SAP transformation. This person acts as the bridge between Finance/Budget... More teams, IT/data teams, and external implementation partners.? Gather and document business requirements and processes across budgeting, reporting, and financial operations; identify gaps and define future-state workflows.? Translate requirements into system configuration and functional specifications, partnering with technical teams on setup, enhancements, and reporting needs.? Support reporting and analytics, including designing, validating, and maintaining financial and budget reports and dashboards.? Lead data migration and validation efforts, including data mapping, cleansing, reconciliation, and issue resolution.? Execute testing across all phases (unit, integration, UAT), including test case development, defect tracking, and validation of fixes.? Coordinate stakeholders and support delivery, including status updates, training support, and post-go-live activities such as system optimization and user support.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

Maintains collateral files and mortgage loan documents in support of the Wealth Management & Investment Services business line. Receives and prepares incoming materials for input into inventory,... More including receiving and shipping files/packages between various locations and verifying the quantity and condition of materials. This role will primarily involve, unloading boxes that come into the facility and handle organization of the boxes and its contents. Maintains orderly and accurate record of all files and related documents in Terminal Digit order. Locates requested documents and files to meet a deadline and accommodates rushed and established Service Level Agreements (SLAs). Performs manual movement of file folders of varying volumes while maintaining organization. Maintains and completes inventories as needed, resolving discrepancies in a timely manner. Research file or document activity as needed. Makes new labels for files and attaches to files or matches new file folders with labels to files. Re-files all documents in a timely manner, including inserting loose documents into corresponding files already shelved. This role is paying 17/hr.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

An employer is looking for a Finance Expert to join their cutting-edge GenAI team and help build foundational AI models from the ground up. They're looking for talented Finance subject-matter experts... More (SMEs) to bring deep domain expertise and elevate the quality of our AI training data. This is a remote, flexible opportunity to collaborate directly with their AI research teams.What You?ll Do:Guide research teams to close knowledge gaps and improve AI model performance in your domain.Create and maintain precise annotation standards tailored to your finance specialty. As a domain SME, you?ll set the gold standard for quality and rigor.Design challenging, domain-relevant finance tasks across multiple specializations, and write accurate and well-structured solutions to finance tasks.Evaluate finance tasks and solutions and provide clear, written feedbackWe 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 Finance Expert to join their cutting-edge GenAI team and help build foundational AI models from the ground up. They're looking for talented Finance subject-matter experts... More (SMEs) to bring deep domain expertise and elevate the quality of our AI training data. This is a remote, flexible opportunity to collaborate directly with their AI research teams.What You?ll Do:Guide research teams to close knowledge gaps and improve AI model performance in your domain.Create and maintain precise annotation standards tailored to your finance specialty. As a domain SME, you?ll set the gold standard for quality and rigor.Design challenging, domain-relevant finance tasks across multiple specializations, and write accurate and well-structured solutions to finance tasks.Evaluate finance tasks and solutions and provide clear, written feedbackWe 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 Senior Business Analyst to join a the Finance Transformation group supporting one of our major banking clients. This role will partner closely with finance, technology,... More and business stakeholders to drive the modernization and optimization of financial processes, systems, and reporting capabilities across the organization. The ideal candidate brings strong experience in SAP S/4 Hana, previous Banking experience, hands on experience with Peoplesoft Financial Modules, and a proven track record delivering complex transformation 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

The Paralegal will provide legal, administrative, and case management support to our client's Disciplinary Review Committee (DRC), which is responsible for reviewing and adjudicating matters related... More to the CFA Institute Code of Ethics and Standards of Professional Conduct. This role plays a critical part in ensuring the integrity, efficiency, and fairness of the organization's professional conduct and enforcement processes.The ideal candidate is highly organized, detail-oriented, comfortable handling confidential matters, and experienced in supporting complex review or adjudicatory workflows within a regulated, legal, or governance-driven environment.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