Job Search Results for Financial Analyst

A large financial client is looking for a Brokerage Account Operations analyst to join the team. The role is responsible for opening accounts for all Brokerage, FX, and RIA accounts. The person will... More be reviewing and verifying client onboarding documentation for completeness, as well as establishing accounts by accurately entering client information into various Core Banking systems. Additionally, ensuring all client data, including maintenance requests are gathered, logged, processed, verified and addressed in a timely and accurate manner.Primary responsibilities:- Receive and log client/account opening instructions and confirm receipt back to sender.- Prepare and sort source documents for review based on priority set by business/client need.- Review source documents and assess account information to ensure it complies with requirements.- Analyze documentation for completeness and imperfections; settle discrepancies by utilizing standard procedures, or return unfinished/incorrect records to sender or the team leader for appropriate action.- Input of account opening data for new and existing clients by: Understanding the specific documentary requirements for each type of account opened, Ensuring receipt of applicable forms and addressing missing information, Reconciling documentation checklist, Enter information directly into internal systems- Ensure complete and accurate KYC information by: Collecting all required information and documentation from internal business partners, Ensuring adequate source of wealth is documented for each client, Satisfy the Bank's KYC due diligence policies and procedures- Validate that negative media alerts have been executed, review and escalate where necessary.- Verify that all data entered is reviewed and accurate prior to being sent for approval.- Archive completed work and ensure compliance with record retention requirements.- Communicate with internal business partners in a professional and timely manner when responds to processing requests, instructions, inquiries, issues, voicemails, and emails.- Partner with staff across the organization and forester strong relationships with the Business, Product areas, IT, and Operations to goals.- Escalate opportunities where process improvements exist and/or gaps in the process are identified.- Properly manage the expectations of internal business units when communicating and responding to processing requests, issues, voicemails and emails.- Assist and support department and team projects.- Meet standards for production volume, accuracy, and completeness.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 partner of Insight Global is looking for an Application Support Specialist. This individual will be responsible for leading the analyzation and oversight of processes vital for ensuring the... More accuracy of crucial metrics for the financial department of an aviation manufacturing company. This role would be responsible for assisting in the execution of Quantum ERP error tickets for the following data sets:?-Direct Labor Cost Variance?-Overhead Cost Variance?-Standard Rate Accuracy?-Gross Margin by work order?-Turn Around Time?-Hour's trending by task across work orders?-Labor Productivity?-Spot Buy RateWe 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

-Bachelors Degree in any field (Psychology, Human Resources, Communications, Finance, CompSci, etc.)-Interest in Banking/Financial Services-Motivated & a strong team-player-Detail-orientedWe are a... More 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 Human Resources Request Form. 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 experienced Subcontract Operations Analyst for one of our defense clients in Sterling Heights, MI. This person will lead execution and funding for complex U.S. Army... More defense programs. This role is responsible for managing high-value subcontract portfolios across multiple programs in support of Army customers. The ideal candidate will bring knowledge of DOD and Army-specific acquisition processes, a proven track record of negotiating complex subcontracts, and the ability to operate in a fast-paced, mission-driven environment. A ?can do attitude? to quickly identify and resolve issues is a requirement for this position.Essential Job Functions:?Serve as primary liaison between Project Management and Contracting Groups, working to execute and manage the purchase order lifecycle.?Develop, execute, and manage subcontracts, from sub-contract initiation through closeout. Strong coordination skills to coordinate, track and allocate funding.?Lead procurement activities (RFP/RFQ) supporting the Project Management Group.?Serve as lead between internal Contracts team and Subcontracts, driving of funding and contract execution. Regular and proactive communication with supply base to identify and resolve issues.?Proactively manage subcontractor performance, cost controls, period of performance, and risk mitigation plans.?Prepare and present detailed subcontract status reports to senior leadership, project management, and Army customer representatives. Present status in a clear manner on a regular basis to include future outlook and forecasting.$40-70/hr. Exact compensation may vary based on several factors, including skills, experience, and education.Employees in this role will enjoy a comprehensive benefits package starting on day one of employment, including options for medical, dental, and vision insurance. Eligibility to enroll in the 401(k) retirement plan begins after 90 days of employment. Additionally, employees in this role will have access to paid sick leave and other paid time off benefits as required under the applicable law of the worksite location.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 Junior Product Owner to join one of their financial services clients in New York City. The Junior Product Owner will support the Product Owner in developing,... More enhancing, and delivering digital products and internal tools. This role operates under the Product Owner, contributing directly to backlog management, business documentation, agile delivery, and process improvement. The ideal candidate is detail-oriented, collaborative, and comfortable translating business needs into actionable requirements. Key Responsibilities:?Work directly under the Product Owner to execute the product vision, roadmap, and priorities.?Assist in backlog grooming, sprint planning, and stakeholder alignment.?Serve as a point of coordination between the Product Owner, developers, UX, and business teams.?Help manage and prioritize the product backlog aligned with strategic goals.?Write clear, concise user stories, tasks, and acceptance criteria.?Participate in sprint ceremonies: daily stand-ups, sprint planning, reviews, and retrospectives.?Support delivery of product enhancements, feature launches, and process improvements.?Engage business stakeholders in working discussions to understand needs, gaps, and opportunities.?Document business requirements, workflows, use cases, and process maps.?Translate business needs into functional requirements for developers and QA.?Identify issues or dependencies and escalate appropriately to the Product Owner.?Create and manage JIRA epics, stories, tasks, and dashboards to maintain transparency across teams.?Ensure story quality, acceptance criteria, and documentation meet internal standards.?Support documentation in Confluence including product guides, requirements, and sprint notes.?Create and update standard operating procedures (SOPs), product manuals, and training guides.?Write release notes, how-to guides, and user documentation.?Assist with training sessions and user onboarding for new tools or enhancements.?Partner with operations, technology, compliance, data, and product teams to support end-to-end delivery.?Manage feedback loops between users and the development team.?Support UAT cycles by testing features, documenting results, and gathering user feedback.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

-understands how to automate processes, etc.-do heavy data-driven work and analysis-breaks down the product to something you can transform into data for reporting purposes-ability to drive and... More execute and facilitate meetings 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 Human Resources Request Form. 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 to hire a Product owner for our client at a large financial institution to own a specific data segment within the treasury portfolio pipeline. This includes working with... More upstream and downstream teams to gather requirements, source data, and deliver end-to-end solutions. You?ll be responsible for source-to-target mapping, data validation and provisioning, and you?ll also be dissecting data coding and pulling your own data, primarily using Google BigQuery.Beyond the technical side, the role requires strong problem-solving skills, the ability to communicate effectively with stakeholders, and present information in a way that ensures clarity and alignment. You?ll need to think critically and be comfortable using various tools. ? Lead data mapping between multiple platforms, ensuring accurate source-to-target mapping.? Serve as an expert in SQL and ETL tools, supporting large-scale data transformations.? Drive system migration initiatives from on-premise platforms to cloud environments.? Collaborate with offshore teams, maintaining flexible hours to overlap with IST time zones.? Build and maintain strong stakeholder relationships, managing requirements and ensuring timely delivery.? Deliver results with quick turnaround times while remaining responsive and adaptable.? Work independently with minimal supervision in dynamic, less-defined environments.? Apply finance and accounting knowledge (e.g., General Ledger reconciliations, regulatory reporting) to technology-driven projects.? Ensure smooth coordination across business, technology, and operations teams.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

Summary: The Segment Risk Manager is responsible for oversight and administration of credit risk strategy programs for a business segment. Individual will have responsibility for driving and... More overseeing key credit risk activities for the assigned Commercial Business Units. Key risk activities include identifying, monitoring, measuring, mitigating, and reporting on the Business Units risk and control environment related to credit risk.Additionally, this position will support other Segment Risk Specialists and Managers through direct or indirect reporting lines as a credit subject matter expert. Duties & Responsibilities:Evaluate effective of controls and escalate as appropriate.Identify issues and write clear actionable action plans related to credit process.Validate findings related to credit process including but not limited to replicating work product of Commercial Portfolio Managers and related staff.Direct self-monitoring and testing activities to ensure that they are performed in accordance with Corporate Risk Management requirements.Evaluate the adequacy and effectiveness of enterprise and regulatory controls and the resulting risk and control self-assessments.Deliver timely escalation of all issues requiring attention to senior management.Work with business segment management to ensure that the overall risk function is effectively supporting strategic goals.Collaborate with audit/business segment/corporate risk to address issues with plausible action plans and target dates.Act as the central point for receipt and distribution of important risk information for the business segment and reciprocate the flow of information back to corporate risk management.Ensure business segment adheres to corporate and business unit policies and procedures.Must be aware of and keep abreast of credit risk associated with assigned business segment.May or may not have managerial responsibility.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 Human Resources Request Form. 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

An employer is looking for a hybrid Telecom Engineer in the Los Angeles, CA area. This person will be responsible for the design and implementation of complex voice applications that may be... More integrated to data systems. Participates in the development and analysis of complex technology Request For Proposals (RFPs) and vendor management. Special emphasis will be on the implementation of WANs for voice networking and associated peripherals such as Contact Centers, Interactive Voice Responses (IVR) and Computer Telephony Integration (CTI) applications which have received appropriate approval. Scope of responsibilities includes the design, scripting, and implementation of systems and applications throughout the enterprise. Also, responsible for post-installation review of data and customer perception to ensure objectives continue to be achieved. Serves as a senior resource on all voice projects where voice and data applications are being integrated. Accountable for documentation of networked components and associated peripheral equipment. Fiscal responsibility for telecommunications capital and operating budget as it relates to upgrades within scope.? Designs/engineers applications for integrated system solutions throughout the enterprise, built upon Nortel and Cisco platforms. Performs assessment, follow-up, and resolution of all user issues in a timely and cost effective manner. Applications will include voice mail special designs, automated attendants, IVR Systems, Voice Recognition Units, CTI, Radio Frequency, and other voice services requiring in-depth technological and operational knowledge.? Provides development and analysis of complex technology RFPs, including awarding contracts based upon approved Technology Architecture Guidelines. Provides development and implementation of performance benchmarks for vendors to ensure that service delivery is achieved in a cost-effective and timely manner.? Provides detailed engineering of changes to the voice platforms required to support all project driven outcome. This includes, but is not limited to, facilitating the definition of requirements, process redesign, development of business cases, RFP preparation, vendor evaluation and selection, contract negotiations, implementation management, and support transition. ? Accountable for the recommendation, design, and implementation of voice applications that enhance the ability of departments to deliver service to their patients and staff. Accountable for developing and managing expenses within budget. Institutes proactive measures to ensure projects and expenses are within organizational requirements.? Identifies the requirement for and the creation of technology laboratory testing environments for analysis of applications before successful deployment. Remains current in knowledge of available technology to ensure organizational and user requirements are delivered as required. ? Works closely with all EIS Groups to ensure appropriate assignment of EIS resources to each project phase. Works closely with others to analyze and budget impact of proposed construction projects on system infrastructure. Works closely with the Health System Manager to ensure optimal system configurations are implemented to meet organizational financial and service goals. Works closely with senior management in Facilities and Nursing to ensure that all life safety systems meet organizational and Joint Commission on Accreditation of Healthcare Organizations (JCAHO) requirements. Facilitates resolution of issues escalated to EIS and/or telecommunications management.? Participates in the development of standards and guidelines for the availability of services throughout the enterprise, identifying unusual applications and needs for assessment. Recommends variations from standards and guidelines, when appropriate, to enhance service. Participates in the product evaluation process with a focus on compatibility to existing systems or to enhance existing systems to support applications being proposed. ? Ensures that all work is appropriately documented and backed-up should a system failure occur.? Maintains a flexible work flow that supports emergent needs within the medical center. ? Documents, tracks, and clearly communicates the status of all issues on all projects.? Completes a mid-point review of the scope, schedule, and issues on large-scale projects and ensures user sign-off, including identifying changes in scope and gaining management approval within EIS when scope changes occur. ? Completes a final review with the primary customer contact to validate the final results of the overall project issues, including developing a list of items that is signed off by the user and completed within a mutually agreed upon time frame. ? Documents as appropriate, EISRs assigned that are not projects, but of sufficient complexity to warrant an EIS Project Engineer.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 an AI & Automation Manager. This role is both hands-on and strategic, responsible for defining the AI & Automation roadmap, delivering high-impact use cases, and... More building the foundational governance and operating model that will scale across contact centers.? Lead the end-to-end automation lifecycle including discovery, design, development, implementation, and measurement.? Define and deliver the AI & Automation roadmap supporting contact center modernization and BS&T transformation objectives.? Partner with Product Leads (CCaaS, WFM, CRM, CX Analytics) to identify automation opportunities that enhance agent efficiency and customer experience.? Establish and operationalize automation governance, standards, and KPI frameworks across the Contact Center CoE.? Serve as the primary liaison to vendor and platform partners including Five9, Verint Cloud, Salesforce, and RPA solution providers.? Prototype, test, and deploy automation use cases such as conversational AI, Verint Auto-QA, intelligent routing, RPA bots, and agent assist capabilities.? Develop and maintain the automation value realization model, quantifying operational, financial, and customer experience impact.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