Job Search Results for financial services
Aug 27, 2025
Charlotte, NC
|
Programmer / Developer
|
Contract
|
$45 - $56 (hourly estimate)
{"JobID":438315,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":-80.83,"Longitude":35.19,"Distance":null},"State":"North Carolina","Zip":"28202","ReferenceID":"CLT-6e7bdd8b-091e-446c-bf95-dadcc573d7ff","PostedDate":"\/Date(1756325868000)\/","Description":"?Develop and maintain Tableau dashboards from disparate spreadsheets and datasets?Clean, consolidate, and transform raw data into actionable visualizations?Leverage MicroStrategy to query Jira and Remedy data sources?Collaborate with internal teams to ensure dashboards meet business and technical requirements?Build prototype dashboards for executive review, validating data accuracy and presentation quality?Work closely with Yash (consultant) and development teams to prepare dashboard output for eventual web deployment?Spend approximately 90% of time in Tableau analyzing, structuring, and visualizing dataThis is an exciting opportunity to shape executive-level reporting in a large-scale financial environment while working with modern BI tools and contributing to a visible, high-impact initiative. This role requires 3 days onsite, 2 days remote in the Charlotte, NC area.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Tableau Developer","City":"Charlotte","ExpirationDate":null,"PriorityOrder":0,"Requirements":"?Tableau DevelopmentoEnd-to-end dashboard creation, starting from initial data analysis through final visualization?MicroStrategy oAbility to pull backend data from Jira and build queries from Remedy data?JiraoExperience extracting and integrating project/task data into reporting?RemedyoSkilled in utilizing data within ITSM workflows?Financial Services experience","Skills":"?Python Scripting ? For data manipulation and automation?ServiceNow Expertise ? Integration and reporting experience","Industry":"Programmer / Developer","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":56.0900,"SalaryLow":44.8720,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
?Develop and maintain Tableau dashboards from disparate spreadsheets and datasets?Clean, consolidate, and transform raw data into actionable visualizations?Leverage MicroStrategy to query Jira and... Remedy data sources?Collaborate with internal teams to ensure dashboards meet business and technical requirements?Build prototype dashboards for executive review, validating data accuracy and presentation quality?Work closely with Yash (consultant) and development teams to prepare dashboard output for eventual web deployment?Spend approximately 90% of time in Tableau analyzing, structuring, and visualizing dataThis is an exciting opportunity to shape executive-level reporting in a large-scale financial environment while working with modern BI tools and contributing to a visible, high-impact initiative. This role requires 3 days onsite, 2 days remote in the Charlotte, NC area.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/.
Aug 26, 2025
Nottingham, MD
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Claims/Denials
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Contract-to-perm
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$20 - $25 (hourly estimate)
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Day to Day: Insight Global is looking for a Denial Coordinator to support a large hospital system in the Maryland/DC area. This person will be overseeing and managing the insurance denial and appeals... process to minimize financial risk and improve reimbursement outcomes.Primary Responsibilities:?Coordinate and monitor denial management and appeal processes, leveraging clinical, business, and regulatory acumen to reduce financial exposure.?Evaluate all external denials related to medical necessity and assess the feasibility of submitting appeals. ?Draft medical summaries of denied cases for review by hospital leadership and for escalation to legal or regulatory bodies (e.g., Maryland Insurance Administration) when necessary.?Identify root causes and trends in denials and create strategies to prevent future occurrences and enhance care delivery efficiency.?Maintain tracking records for both concurrent and retrospective denial activity in collaboration with case management and patient financial services teams.?Provide data and case reporting to leadership and relevant committees (e.g., Operations Review Committee)?Work closely with physicians, utilization review RNs, case managers, revenue cycle staff, and payers during the appeals process?Serve as a resource for staff, educating teams on denials and utilization review best practices; support orientation for new staff.?Participate in departmental and community meetings or committees 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/.
Aug 21, 2025
New York, NY
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Data Warehousing
|
Perm
|
$140k - $200k (estimate)
{"JobID":435819,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-73.99,"Longitude":40.71,"Distance":null},"State":"New York","Zip":"10017","ReferenceID":"NYC-8d4c8f36-410d-4103-9d7a-af74b9b37ffd","PostedDate":"\/Date(1755748841000)\/","Description":"Insight Global is seeking a Data Engineer to join one of their top financial clients in New York City, coming onsite 4x per week in Midtown East. As the data ecosystem changes within the Global Transaction Banking (GTB) group, we are seeking a data savvy individual who can focus on data modeling and analysis efforts to support the business needs. As different warehousing and big data techniques are being implemented, we\u0027re seeking someone who can contribute to setting up an environment with curated data, and work with the business to provide insights, visualization, and analysis as needed. We are seeking someone who has technical skills in SQL as well as different ETL \u0026 visualization tools that can contribute as needed per business request. This resource will also mentor other junior colleagues. Duties include the below:? Expert knowledge of data engineering frameworks, technologies, tools, processes, patterns, and procedures, including how they impact and integrate with other technology areas such as Architecture or Infrastructure? Performs highly complex technical tasks independently? Designs and develops to meet business and technical requirements; analyzes, adapts, integrates, codes, tests, debugs, and executes? Uses and evolves established patterns to solve complex problems; leads the development of new patterns where necessary? Recognized as primary subject matter expert in multiple areas directly and indirectly related to key accountabilities? Consults with peers and partners across multiple teams on all aspects of research, analysis, design, and supportWe 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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Data Engineer","City":"New York","ExpirationDate":null,"PriorityOrder":0,"Requirements":"-7+ years of experience within data engineering/modeling-Experience with Databricks-Experience within a financial services environment-Strong SQL skills (queries, stored procedures) and exposure to various ETL tools-Experience with Data Lakehouse, Python, Spark, Hadoop, Kafka, Azure (or GCP, AWS) -Experience with data visualization tools (Tableau, Alteryx, etc.)","Skills":"","Industry":"Data Warehousing","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":200000.0000,"SalaryLow":140000.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
Insight Global is seeking a Data Engineer to join one of their top financial clients in New York City, coming onsite 4x per week in Midtown East. As the data ecosystem changes within the Global... Transaction Banking (GTB) group, we are seeking a data savvy individual who can focus on data modeling and analysis efforts to support the business needs. As different warehousing and big data techniques are being implemented, we're seeking someone who can contribute to setting up an environment with curated data, and work with the business to provide insights, visualization, and analysis as needed. We are seeking someone who has technical skills in SQL as well as different ETL & visualization tools that can contribute as needed per business request. This resource will also mentor other junior colleagues. Duties include the below:? Expert knowledge of data engineering frameworks, technologies, tools, processes, patterns, and procedures, including how they impact and integrate with other technology areas such as Architecture or Infrastructure? Performs highly complex technical tasks independently? Designs and develops to meet business and technical requirements; analyzes, adapts, integrates, codes, tests, debugs, and executes? Uses and evolves established patterns to solve complex problems; leads the development of new patterns where necessary? Recognized as primary subject matter expert in multiple areas directly and indirectly related to key accountabilities? Consults with peers and partners across multiple teams on all aspects of research, analysis, design, and supportWe 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/.
Nov 10, 2022
Orlando, FL
|
Accounting / Finance
|
Perm
|
$65k - $75k (estimate)
{"JobID":239275,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-81.3598181818182,"Longitude":28.5093636363636,"Distance":null},"State":"Florida","Zip":"32817","ReferenceID":"NYC-556278","PostedDate":"\/Date(1668118396000)\/","Description":"One of Insight Globals top banking clients is looking to add a Client Processing Lead Representative to their Fund Order Processing Team. This team sits within the Alternative Investment Services space, doing client processing within Fund of Hedge Fund Custody, and is dedicated to processing fund of hedge fund investments on behalf of its clients and providing client reporting. This candidate will serve as a lead for the day-to-day operations of a small-to-medium client processing support team that handles any/all aspects of Fund of Hedge Fund client accounts, inquiries, transactional processing, problem resolution, and daily reconciliation. They will serve as the point of contact for clients and assist in communicating internally as well as externally with clients. They will participate in the allocation, review of trade documentation and ensuring that all cash and trade instructions have been executed properly. This candidate will assist in processing updates to client accounts, managing the daily transactional workflow within the team and assist in the oversight of Client Processing to ensure transactions are handled properly.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .","Title":"Client Processing Team Lead","City":"Orlando","ExpirationDate":null,"PriorityOrder":0,"Requirements":"-Bachelors Degree-3-5 years of experience in AIS or financial services- Experience working in back office operations and/or client services-Ability to prioritize, think on their feet and communicate effectively both internally and externally-Multi-tasking and organizational skills","Skills":"-Background in the Alternative Investment space-Supervisory or managerial experience/ experience leading a team","Industry":"Accounting / Finance","Country":"US","Division":"AF\u0026E","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":75000.0000,"SalaryLow":65000.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
One of Insight Globals top banking clients is looking to add a Client Processing Lead Representative to their Fund Order Processing Team. This team sits within the Alternative Investment Services... space, doing client processing within Fund of Hedge Fund Custody, and is dedicated to processing fund of hedge fund investments on behalf of its clients and providing client reporting. This candidate will serve as a lead for the day-to-day operations of a small-to-medium client processing support team that handles any/all aspects of Fund of Hedge Fund client accounts, inquiries, transactional processing, problem resolution, and daily reconciliation. They will serve as the point of contact for clients and assist in communicating internally as well as externally with clients. They will participate in the allocation, review of trade documentation and ensuring that all cash and trade instructions have been executed properly. This candidate will assist in processing updates to client accounts, managing the daily transactional workflow within the team and assist in the oversight of Client Processing to ensure transactions are handled properly.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/ .
Aug 06, 2025
Mount Laurel, NJ
|
Software Engineering
|
Perm
|
$90k - $110k (estimate)
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Insight Global is seeking a Software Engineer for a full-time opportunity with large Banking client in their their Mt. Laurel, NJ or Ft. Lauderdale, FL offices. This person will join a team that... develops high-traffic, customer facing web and mobile applications. This Engineer will be responsible for writing API microservices for the large, highly available system. Additionally, they will help upgrade applications to more robust and adaptable architecture and latest technologies like Java 1.8, Maven, Spring boot, Pl/SQL, etc. This Engineer should have a strong understanding of performance tuning , testing processes and CI/CD, and have expertise in writing technical user stories, acceptance criteria's and design documentation.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/.
Aug 26, 2025
Clover Hill, VA
|
Managerial / Professional
|
Perm
|
$60k - $65k (estimate)
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Insight Global is looking to for a Practice Supervisor to join a ophthalmology company located in Richmond, VA. Roles and Responsibilities: ?Responsible for overall operation of the practice and all... associated financial, quality, and technical requirements and metrics.?Formulate and manage clinic operating budget, center goals and objectives, and all continuous improvement plans and activities. ?Responsible for creating and managing marketing activities within the marketplace to ensure a consistent flow of patients to the center.?Communicate to all physician partners consistently and address all partnership concerns promptly.?Plans and organizes activities related to specified clinical services to ensure patient needs are met in accordance with the AVP professional standards of medical center administrative procedures.?Adhere to all appropriate regulatory compliance policies and procedures as defined by AVP quality and compliance services.?Develop, implement, and evaluate methods to ensure effective and efficient use of staff, facilities, equipment, and other resources while improving patient care standards.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Jun 19, 2023
Toronto, ON
|
Sales
|
Perm
|
$120k - $130k (estimate)
{"JobID":294758,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-79.3549339090909,"Longitude":43.6510234545455,"Distance":null},"State":"Ontario","Zip":"M5J2S1","ReferenceID":"TOR-631541","PostedDate":"\/Date(1687180569000)\/","Description":"Our client is a New York-based information technology and consulting company focused on the financial services industry including capital markets, insurance, banking, cards \u0026 payments and digital. Seeking a mid-level Account Manager to run the floor of their client\u0027s site in downtown Toronto. This will be a hybrid model and they will be expected to either be in the office or on client site at least 3 days a week. This person will solely be focused on managing their newest relationship account at RBC and will be working on growing and establishing a partnership with them. We are seeking preferably someone who has experience of working in the financial industry. The must have experience being client facing, managing accounts, understanding account structure as well as org structure. They will be assisted by a sourcing team who they will be working hand and hand with. There will be some cold calling involved. Our client is a large company which offers support, room for growth and opportunity to advance in your career.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .","Title":"Senior Account Manager","City":"Toronto","ExpirationDate":null,"PriorityOrder":0,"Requirements":"5+ years\u0027 experience in Account ManagementComes from finance/background industryExperience working with consulting firmsUnderstand SaaS and have a technical background (technical recruiter terms, such as java, .NET, Devops etc.)Experience in a client facing role while initiating meetings through cold calling","Skills":"","Industry":"Sales","Country":"US","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":130000.0000,"SalaryLow":120000.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
Our client is a New York-based information technology and consulting company focused on the financial services industry including capital markets, insurance, banking, cards & payments and digital.... Seeking a mid-level Account Manager to run the floor of their client's site in downtown Toronto. This will be a hybrid model and they will be expected to either be in the office or on client site at least 3 days a week. This person will solely be focused on managing their newest relationship account at RBC and will be working on growing and establishing a partnership with them. We are seeking preferably someone who has experience of working in the financial industry. The must have experience being client facing, managing accounts, understanding account structure as well as org structure. They will be assisted by a sourcing team who they will be working hand and hand with. There will be some cold calling involved. Our client is a large company which offers support, room for growth and opportunity to advance in your career.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/ .
Aug 05, 2025
Indio, CA
|
Sales
|
Perm
|
$70k - $150k (estimate)
{"JobID":433038,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-116.23,"Longitude":33.75,"Distance":null},"State":"California","Zip":"92203","ReferenceID":"OCC-1e998e7f-5809-4906-9264-5dbf7eee8e8e","PostedDate":"\/Date(1754431667000)\/","Description":"Insight Global is looking to identify an Account Manager to join a full service HVAC, building automation, and retrofit contractor in Riverside County. This individual will be responsible for identifying and developing new business opportunities, delivering product and service information to clients, and maintaining strong, ongoing client relationships. This role involves creating and presenting sales proposals, managing client pricing and payments, overseeing accounts receivable, supporting quality assurance efforts, and representing the company at industry events and trade shows.Key Responsibilities:? Proactively identify and research potential clients and projects through outreach to Chief Engineers, Property Managers, Asset Managers, and other key contacts ? Utilize various methods?calls, site visits, conferences, online research, and existing networks?to generate leads ? Build and maintain strong relationships with prospective and existing clients ? Collaborate with Sales and Branch Managers, as well as internal teams, to enhance account strategies and achieve business objectives ? Analyze client needs and develop solution-based programs to drive sales growth, volume, and profitability ? Prepare and deliver compelling client presentations ? Draft and review client proposals, including technical and financial components, using standardized templates and pricing models ? Achieve sales targets while maintaining defined profit margins ? Communicate effectively with internal departments such as Operations, Chiller Teams, Project Management, and Sales ? Commit to continuous professional development through training and participation in company-sponsored learning opportunities Meet or exceed annual written sales goalsWe 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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"HVAC Commercial Account Manager","City":"Indio","ExpirationDate":null,"PriorityOrder":0,"Requirements":"? Minimum of 3 years of experience in commercial HVAC services or a related industry ? Technical background, ideally in Facilities Management or Operations \u0026 Maintenance ? Strong presentation, sales, and financial analysis skills, including cost modeling ? Ability to make independent decisions and manage multiple priorities ? Proficiency in Microsoft Office, especially Excel ? Competitive, articulate, goal-driven, and energetic","Skills":"? Bachelor?s degree in Business, Engineering, or a related technical field","Industry":"Sales","Country":"US","Division":"AF\u0026E","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":150000.0000,"SalaryLow":70000.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
Insight Global is looking to identify an Account Manager to join a full service HVAC, building automation, and retrofit contractor in Riverside County. This individual will be responsible for... identifying and developing new business opportunities, delivering product and service information to clients, and maintaining strong, ongoing client relationships. This role involves creating and presenting sales proposals, managing client pricing and payments, overseeing accounts receivable, supporting quality assurance efforts, and representing the company at industry events and trade shows.Key Responsibilities:? Proactively identify and research potential clients and projects through outreach to Chief Engineers, Property Managers, Asset Managers, and other key contacts ? Utilize various methods?calls, site visits, conferences, online research, and existing networks?to generate leads ? Build and maintain strong relationships with prospective and existing clients ? Collaborate with Sales and Branch Managers, as well as internal teams, to enhance account strategies and achieve business objectives ? Analyze client needs and develop solution-based programs to drive sales growth, volume, and profitability ? Prepare and deliver compelling client presentations ? Draft and review client proposals, including technical and financial components, using standardized templates and pricing models ? Achieve sales targets while maintaining defined profit margins ? Communicate effectively with internal departments such as Operations, Chiller Teams, Project Management, and Sales ? Commit to continuous professional development through training and participation in company-sponsored learning opportunities Meet or exceed annual written sales goalsWe 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/.
Jul 30, 2025
Ottawa, ON
|
Accounting / Finance
|
Contract
|
$23 - $29 (hourly estimate)
{"JobID":432152,"JobType":["Contract"],"EmployerID":null,"Location":{"Latitude":0,"Longitude":0,"Distance":null},"State":"Ontario","Zip":"K1N 5","ReferenceID":"TOR-85261275-68a1-45d6-89fc-c6730d3ff94b","PostedDate":"\/Date(1753884680000)\/","Description":"Insight Global is looking for a Deal Specialist to join the team with one of our large banking clients.. The successful candidate will be responsible for the following: - Provides loan closing and portfolio monitoring support in a professional and timely manner- Facilitates the loan closing process, commitment management, and the booking and accounting of the loan portfolio ensuring all required policies, guidelines, and standards are met- Delivers exceptional customer service by providing responsive, accurate, consistent, knowledgeable services and support- Participates in deal closing events to ensure conditions and funding requirements have been met- Work with Servicing teams (Agency side and Bi-Lateral side) -- work with Servicing Analysts to cover both teams and assign Analysts to deals/loans and provide information on what they need to have in the system to service these loans/deals- Ensure Deal Structure into Loan IQ adherences to credit approval, directives to mitigate risk to the bank- Analyzes Term Sheet and Credit Agreements and accurately inputting information into Loan IQ- Tracks and monitors credit, legal, and compliance documentation/collateral and participates in the follow-up and escalation process when issues are identified.- Reviewing credit agreements and providing comments to the line of business in regards to any changes in the process from an operational standpoint- Working with portfolio managers to onboard new clients by reviewing and inputting credit agreements and deal documentation in LoanIQ system and APMS ( asset portfolio management system) for closings and amendments- Responsible for monthly \u0026 quarterly deal document tracking (financial statements, compliance certificates \u0026 inputting monthly/quarterly covenants and triggers- Review/approve transactions from a high-level perspective - such as margin changes, pricing changes, amendments for commitment decreases/in! creases- Support and build relationships with internal corporate banking business partners through daily interactions in supporting mutual clientsWe 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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.","Title":"Deal Specialist","City":"Ottawa","ExpirationDate":null,"PriorityOrder":0,"Requirements":"? Previous financial institution experience? Background in corporate and commercial lending or loan servicing? Advanced understanding of credit agreements and the expertise to pinpoint details as to what to look for in credit agreements? Extremely strong communication skills? Ability to multi-task and prioritize? Understanding of business unit\u0027s risk and regulatory requirements? Excel, pivot tables, creating presentations? Commercial lending or banking experience","Skills":"? LoanIQ","Industry":"Accounting / Finance","Country":"Canada","Division":"IT","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":29.0000,"SalaryLow":23.2000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
Insight Global is looking for a Deal Specialist to join the team with one of our large banking clients.. The successful candidate will be responsible for the following: - Provides loan closing and... portfolio monitoring support in a professional and timely manner- Facilitates the loan closing process, commitment management, and the booking and accounting of the loan portfolio ensuring all required policies, guidelines, and standards are met- Delivers exceptional customer service by providing responsive, accurate, consistent, knowledgeable services and support- Participates in deal closing events to ensure conditions and funding requirements have been met- Work with Servicing teams (Agency side and Bi-Lateral side) -- work with Servicing Analysts to cover both teams and assign Analysts to deals/loans and provide information on what they need to have in the system to service these loans/deals- Ensure Deal Structure into Loan IQ adherences to credit approval, directives to mitigate risk to the bank- Analyzes Term Sheet and Credit Agreements and accurately inputting information into Loan IQ- Tracks and monitors credit, legal, and compliance documentation/collateral and participates in the follow-up and escalation process when issues are identified.- Reviewing credit agreements and providing comments to the line of business in regards to any changes in the process from an operational standpoint- Working with portfolio managers to onboard new clients by reviewing and inputting credit agreements and deal documentation in LoanIQ system and APMS ( asset portfolio management system) for closings and amendments- Responsible for monthly & quarterly deal document tracking (financial statements, compliance certificates & inputting monthly/quarterly covenants and triggers- Review/approve transactions from a high-level perspective - such as margin changes, pricing changes, amendments for commitment decreases/in! creases- Support and build relationships with internal corporate banking business partners through daily interactions in supporting mutual clientsWe 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/.
Sep 23, 2024
Cincinnati, OH
|
Managerial / Professional
|
Perm
|
$120k - $150k (estimate)
{"JobID":382380,"JobType":["Perm"],"EmployerID":null,"Location":{"Latitude":-84.4956363636364,"Longitude":39.0936363636364,"Distance":null},"State":"Ohio","Zip":"45209","ReferenceID":"IMW-736155","PostedDate":"\/Date(1727108071000)\/","Description":"Insight Global is looking to add an Administrator to their client\u0027s location in the Cincinatti, OH area. This person will be responsible for directing, coordinating, and controlling all aspects of the operating functions, processes, and staff of the facility while demonstrating the primary goal of efficiently providing surgical services that exceed customer expectations and improve clinical and financial operations. This is a large and well-known facility in the area with 3 ORs and 2 procedure rooms. Each month, they have anywhere from 600-700 cases. The candidate in this role with fit between the salary range of $125,000-$150,000 depending on experience.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\u0027s Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/ .","Title":"Surgery Center Administrator","City":"Cincinnati","ExpirationDate":null,"PriorityOrder":0,"Requirements":"3+ Management within an Ambulatory Surgery Center environment (ASC)Ability to work well with physicians, employees, and patients.","Skills":"Multi-specialty experience Managed a large center","Industry":"Managerial / Professional","Country":"US","Division":"IGH","Office":null,"IsRemoteJob":false,"IsInternalJob":false,"ExtraValues":null,"__RecordIndex":0,"__OrdinalPosition":0,"__Timestamp":0,"Status":null,"ApplicantCount":0,"SubmittalCount":0,"ApplicationToHireRatio":0,"JobDuration":null,"SalaryHigh":150000.0000,"SalaryLow":120000.0000,"PayRateOvertime":0,"PayRateStraight":0,"Filled":0,"RemainingOpenings":0,"TotalOpenings":0,"Visa":null,"ClearanceType":null,"IsClearanceRequired":false,"IsHealthcare":false,"IsRemote":false,"EndClient":null,"JobCreatedDate":"\/Date(-62135578800000)\/","JobModifiedDate":"\/Date(-62135578800000)\/"}
Insight Global is looking to add an Administrator to their client's location in the Cincinatti, OH area. This person will be responsible for directing, coordinating, and controlling all aspects of... the operating functions, processes, and staff of the facility while demonstrating the primary goal of efficiently providing surgical services that exceed customer expectations and improve clinical and financial operations. This is a large and well-known facility in the area with 3 ORs and 2 procedure rooms. Each month, they have anywhere from 600-700 cases. The candidate in this role with fit between the salary range of $125,000-$150,000 depending on experience.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/ .