Job Search Results for data analyst

We are seeking a detail-oriented Billing & Contract Data Analyst to support a high-volume Registered Investment Advisor (RIA) client in Ohio. This role is responsible for reviewing client contracts... More and fee schedules, extracting billing-related data from Salesforce, and ensuring accurate configuration and maintenance of client billing records within Tamarac and other integrated billing platforms.This position plays a critical role in revenue accuracy, client transparency, and regulatory compliance by ensuring that client-specific fee terms, exclusions, and custom billing arrangements are correctly reflected from CRM through downstream billing systems.Responsibilities include:Review and interpret client agreements, fee schedules, amendments, and custom billing terms, including:- Advisory fee structures- Tiered and blended fee schedules- Client-specific exclusions, caps, or negotiated terms- Household-level and account-level billing nuancesValidate billing terms against firm standards and escalate discrepancies or ambiguities as needed.Extract billing-related data from Salesforce CRM on a recurring basis (weekly), supporting 6,000?8,000 contracts per cycleAccurately enter and maintain client billing data within Tamarac and other integrated billing or portfolio accounting platforms.Ensure consistency and data integrity across CRM, billing, and downstream systems.Maintain a strong understanding of the end-to-end data flow from Salesforce to billing systems to invoicing.Identify gaps, breaks, or inefficiencies in data handoffs and partner with Operations, Compliance, and Technology teams to resolve issues.Support billing readiness for periodic billing cycles and audits.Perform quality checks to ensure billing configurations align with contractual terms and regulatory expectations.Assist with internal and external audits by providing billing documentation and data validation.Maintain organized records and audit trails for billing decisions and updates.Document billing workflows, data standards, and exception handling procedures.Identify opportunities to improve automation, accuracy, and scalability in high-volume billing operations.Support system enhancements or CRM/billing platform integrations as needed.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 projects are led by Program Managers, and this role will work closely with a team of cross-functional stakeholders across the organization, helping employees and other relevant stakeholders to... More identify root causes, define corrective actions, monitor implementations, and program manage operational tasks to support the established programs -- deep understanding of the business processes and needs. Also, due diligence in storyboarding using data to drive fact-based decision making, support and drive QMS development, business process improvements, and results/detail-oriented will be critical for this role.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 Business Analyst to join one of our state and local government clients in a hybrid role. This role serves as a key liaison between the agency, vendors, and external... More consultants to ensure IT solutions are aligned with strategic objectives, enterprise standards, and business needs. The individual partners closely with Project Managers, Product Owners, architects, and stakeholders to lead requirements gathering, solution design reviews, testing oversight, and agile delivery activities while ensuring compliance with methodologies, policies, and quality standards throughout the project lifecycle.Key Responsibilities include:- Ensure project alignment with strategic plans, policies, and enterprise standards- Review and approve project schedules, estimates, and project management artifacts in compliance with PMM and SEM Facilitate requirements gathering sessions using waterfall and agile methodologies, documenting business processes and system impacts- Lead solution and artifact reviews with enterprise architecture, security, and technical stakeholders, including participation in EASA development- Serve as the primary liaison between agency clients, vendors, and external consultants for application and project-related matters- Collaborate with Product Owners to develop and refine agile user stories with clear acceptance criteria (BDD/Gherkin) and support backlog prioritization- Support and participate in agile ceremonies including backlog grooming, sprint planning, demos, and refinement sessions- Approve and oversee integration, performance, system, and user acceptance test plans; validate test data and results- Develop and maintain test plans, test cases, defect logs, and requirement traceability matrices; distinguish defects from new requirements and initiate change requests as needed- Facilitate defect resolution, functional and regression testing, and User Acceptance Testing- Develop training materials and deliver training to stakeholders- Create system and data flow diagrams to support RFP documentation and solution design efforts$30/hr to $55/hr : Exact compensation may vary based on several factors, including skills, experience, and education. Benefit packages while on contract for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

We are looking for a Business Analyst to join a financial services company and one of the fastest growing commercial banks. This role will be a process and analytics specialist within the NBL Product... More Team, reporting directly to the team lead/director. The role will be comprised of many different tasks ranging from analyzing complex business problems through data (both internal and external) to working with business users to compile reports or usable metrics. May provide consultation to users and lead cross functional discussions to address business issues and prototyping solutions for displaying information based on business needs. You will be responsible for collaborating with internal partner to define and update business requirements, assess priorities and impacts and recommend start dates for queued projects to align with core objectives. You will also support change management initiatives by delivering training and communications, ensuring all changes are properly documented and shared with the implementation team(s). In the data space, you will collect, organize and analyze data to identify trends, summarize any findings and develop recommendations to keep milestones on track.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

We are seeking a Technical Business Analyst with a strong application and database background to support vendor-supported financial applications within a regulated banking environment. This role sits... More firmly on the technical side of the organization and requires someone who is highly proactive, driven, and confident working directly with financial business users to extract requirements and translate them into clear, actionable user stories.This is not a role focused on changing business processes or solution design. Instead, the ideal candidate excels at asking the right questions, understanding how users get from point A to point B, and accurately giving that information back to technical teams through well-written stories, documentation, and acceptance criteria. Personality, initiative, and communication style are critical to success in this role. Candidates with prior banking experience?especially prior experience at the bank or rehires?are strongly preferred. This role is 3x onsite in Charlotte, NC.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is seeking an Supply Chain Analyst to join an Manufacturing company located in Hartford, CT. This role will play a crucial job in supporting the operations and logistics around the... More allocation of parts and materials and how they impact the program. The ideal candidates will develop part and material profiles ensuring timely delivery to required locations. They will be confident with reading and manipulating data sets to understand the larger picture and align efficiencies for maximum productivity.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

?Partner with business teams (e.g., Finance, Customer Care) to gather and refine reporting requirements?Design, build, and maintain Power BI reports and interactive dashboards tailored to different... More teams? needs?Analyze and integrate data from multiple source systems, ensuring accuracy and consistency?Define and document data sources, transformations, aggregation logic, and reporting standards?Act as a bridge between business users and technical teams, including DBAs and Solution Architects?Ensure reports align with the organization?s data strategy and source of truth framework?Collaborate closely with leadership and data stakeholders (including Jon) on data strategy initiatives?Support reporting solutions within the SDLC, from requirements through deployment and enhancements?Maintain documentation and tracking in Jira and Confluence?Ensure reporting solutions meet regulatory and governance requirementsWe 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 supporting a client in hiring a Technical Business Analyst with a strong focus on system integration. This is a highly technical role requiring close collaboration with developers... More and the ability to translate business needs into detailed technical documentation. The ideal candidate will be confident, assertive, and capable of leading discovery sessions, asking the right questions, and pushing for clarity when stakeholders are vague. This person must be comfortable working in fast-paced environments, creating process flows and data diagrams, and writing basic SQL queries to validate and troubleshoot data. Travel is required as needed, particularly during acquisitions or startup initiatives, and candidates must be comfortable in client-facing settings.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 for a Business Analyst to join a leading financial services company in Downtown Toronto. This is a hybrid role in office 2 times per week at their Downtown location. This... More role is a 4 month contract with potential for extension. This role supports the Risk Data Management Office in delivering high-impact data analysis and issue resolution across wholesale credit risk data systems. The analyst will work closely with Business Systems Analysts (BSAs), developers, and the Business Intelligence team to identify, analyze, and resolve data gaps in support of OSFI reporting and economic capital 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

We are looking for a Serialization Analyst who will be working fully remote for a global team who is led out of New Jersey. This role is responsible for executing the operational capability for... More several programs including serialization and traceability for the client's products. They will serve as a point of contact and have day-to-day operational leadership with triage support for customers as they report daily issues, and will be responsible for documenting and monitoring intakes that come through their mailbox. They will be helping to resolve customer issues by partnering with more senior team members with expertise in this field, updating standard operating procedures as needed. This is a long-term contract, as we expect demand to peak and continue throughout the remainder of the year and for years to come. There is opportunity for conversion to full-time upon positive performance.The pay for this position ranges from $40-$50/hr based on 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