Job Search Results for accounting

The Sr. Manager of commissions will balance management of the company's extensive scope of commission programs and plans with strategic direction to advance and modify sales strategy through plan... More architecture. This role will serve as a subject matter expert for plan development, Technology Group coordination and lifecycle processes on expense coding and allocation. This role uses extensive knowledge of the company's complex go to market strategies with input on how to shape compensation programs to drive ongoing performance. This role will work both independently and in collaboration with SVP/EVP divisional executives on plan strategy, direction and other inputs. This will require substantial Technology Group collaboration, thorough planning, and implementation of a variety of the company's concepts, practices, and procedures as automated processes. This role reviews commission plans and plan performance annually, with go/no-go decision making shaped through leadership of steering committees and Executive Management a key success factor. Responsibilities include:- Manage Sales commission programs/processes as well as the development of ongoing and new plans as required for a subset of the company's outside sales force (current scope ~2,000 sales reps and 40 distinct plans)- Collaborate with divisional SVP/EVP leadership quarterly on plan metrics, measures, results, opportunities and concerns- Lead annual plan validation and strategy sessions with each business leader- Onboard acquisition plans and optimize plan effectiveness to align with the company's long-term goals and objectives- Support team in developing extensive and complex database models and maintenance tools to improve efficiencies and assist with commission-related decision making tied to ongoing performance and staffing levels- Lead regular commission plan steering committees/task force meetings to ensure behaviors align with corporate goals and sales rep performance is being managed effectively- Steer field commission plan suggestions into alignment with core commission philosophies while balancing regional and specialty variations- Lead and independently manage projects with the Technology Group related to commission programs and sales performance- Provide functional guidance in goal setting processes and training in conjunction with regional field resources and their respective sales rep initiatives- Develop initiatives to improve sales effectiveness through reporting and tools including field management input and training- Periodically engage with compensation vendors to ensure best practices across the industry- Hire, train, mentor and coach a team of resources in both sustaining and evolving commissions processes and lead them in supporting ongoing projects- Administer controls functions set by Finance executives to ensure clear reconciliation and pay practices across all commission programs- Build and shape SQL-based KPI reports and other performance metricsWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Maintains collateral files and mortgage loan documents in support of the Wealth Management & Investment Services business line. Receives and prepares incoming materials for input into inventory,... More including receiving and shipping files/packages between various locations and verifying the quantity and condition of materials. Maintains orderly and accurate record of all files and related documents in Terminal Digit order. Locates requested documents and files to meet a deadline and accommodates rushed and established Service Level Agreements (SLAs). Performs manual movement of file folders of varying volumes while maintaining organization. Maintains and completes inventories as needed, resolving discrepancies in a timely manner. Research file or document activity as needed. Makes new labels for files and attaches to files or matches new file folders with labels to files. Re-files all documents in a timely manner, including inserting loose documents into corresponding files already shelved. Processes loan documents that are coming in or out for an acquisition or sale. This role is paying $17/hr.We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

One of Insight Global's top banking clients is seeking Financial Advisor Associates for full-time positions across Long Island, NY in Hauppauge, Mineola, West Babylon and Hicksville areas. The... More Financial Advisor Associate (FAA) role works with prospects and clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will meet with prospects and clients to analyze their financial information, including income, cash flow, assets and liabilities, analyze and understand their short and long term financial goals, educate and advise prospects and clients regarding investment and insurance strategies and products, and recommend personalized/tailored investment and insurance strategies and products to meet their financial and wealth creation objectives. ?The FAA will grow and manage their client base by building strong relationships, coaching retail staff to generate referrals within an assigned territory, and collaborating with key partners to identify enterprise opportunities.Key Responsibilities Include:- Acts as the primary financial advisor for TD Wealth clients, delivering personalized wealth management, investment, insurance, and financial planning guidance.- Builds, manages, and retains client relationships through proactive communication, ongoing consultation, annual reviews, and a high-touch client experience.- Grows the business by acquiring new clients, deepening wallet share, meeting performance objectives, and identifying referral and cross-enterprise opportunities.- Leads the end-to-end client onboarding process, including discovery, financial needs analysis, documentation, and ongoing account servicing.- Collaborates with and educates Retail and Small Business partners to generate referrals and transition clients to appropriate Wealth or HNW solutions.- Ensures full compliance with regulatory requirements, firm policies, AML/CIP standards, and continuing education while contributing positively to team culture and community 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

Job Description:The Pending Release team serves as the starting point of the collateral release process across all sites. The team is approximately 25 people and is responsible for monitoring shared... More email inboxes and intaking external requests from financial institutions to release loan and collateral files. The pender validates request forms and requester authorization, completes required system tasks, saves backups, and communicates across sites to ensure requests are routed correctly for processing. Daily volume averages around 20 emails per person, with processing times ranging from 5?10 minutes for simple, single loan requests to up to an hour for complex requests involving large batches or incomplete documentation. Strong attention to detail, professional written communication, and consistent customer service are essential to successfully filter requests and support downstream teams. This position operates on first shift from 6:00 a.m. to 3:30 p.m. and is paying $17 per hour. 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/.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

As a Client Relationship Manager/Client Service Representative (CSR) you will be the main point of contact for client's customers dealing in Futures & Options and OTC clearing. The primary functions... More of this role are to provide client support with trade/position management, relationship management, and field market/product inquiries across the derivatives space. This role will be supporting top tier institutional clients, which will require outstanding customer service to enhance the overall relationship.Responsibilities:? Subject matter expert for client queries regarding trades, positions, lifecycle events, commission, reporting, product offering? Navigate the organization (central point of contact for client) by doing research and/or internal outreach to get responses to client queries and escalations? Escalation point for clients as well as internal teams that are looking to drive resolution on critical initiatives? Coordinate outreach and understand clients? intentions around last trade date, esp. on physically settled contracts, and options expiries? Coordinate client requests for additional access to the Mercury portal? Establish frequent dialogue with the Marketing team keeping them abreast of client concerns or product asks and tracking this via internal databases? Establish regular meetings with priority clients to drive discussions around metric trends, outstanding issues (OILs), and strategic industry focus areas.? Meetings should encompass a holistic view of the operational side of the relationship (Product, Collateral, Brokerage, Clearing, etc.)? Meetings should have set agendas, accompanied by presentations where applicable, and should be followed up with call reports? Work with Client Service Relationship Managers to establish prioritization on priority client OILs, keep OILs updated in sharepoint, and ensure regular focus on moving solutions forward? Work with clients to move them toward self-service opportunities on the portal, reduce client accommodations, and use etask/tableau metrics to look at opportunities for reducing manual processes? Maintain client profiles, procedures and up to date contact informationWe 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 CRE Loan Specialist position is a specialized position responsible for reviewing and understanding the Commercial Real Estate Loan approval/request, providing thorough, objective analysis of the... More Loan closing, construction documentation and funding requirements in the RE loan documents, and all supporting documentation required for closing, and confirming that the loan documents provide that the loan is being closed as required by the approval. The closing process may include an objective analysis of the construction documentation and knowledge of the construction/draw process. This position is expected to lead the RE loan closing, construction monitoring and review process, including funding requests, invoices, AIA requests from the General Contractor, completion requirements as required by the loan documents and other supporting documents and final completion documents. This position ensures collateral remains perfected, legal documentation supports credit approval, and all risk controls have been met in order to proceed with closing and ultimately funding the construction as requested by the Borrower. Loan products include construction loans, term loans, revolving lines of credit and other commercial debt.Essential Duties And ResponsibilitiesReview Loan Approval for all deal terms and requirements and confirm that all terms, requirements, and Borrower information is consistent with term sheet, commitment letter (if applicable), and Loan Closing Documents. Verify customized Loan Closing Documents are complete and accurate according to policies and procedures, and provide comments regarding the documents to bank counsel and the Line of Business as needed. Work with bank counsel and Line of Business to review the attorney prepared Loan Closing Checklist and the documents received. Request and review bids from 3rd. party Construction Consultant(s) when required. Review and approve required project construction documents, and forward to 3rd. party consultant as required by policy and/or procedures. Interface with Lenders, Borrowers, Attorneys, Title Companies, General Contractors, Consultants, and Agents to ensure proper documentation is received for Loan Closings and Draw Requests. Verify Payment Instructions provided by Title Company, Agent and/or Borrower. Maintain and update project Budget(s) as approved at closing, track changes and ensure funds are sufficient to complete the project. Approve loan Budget changes within established limits or refer loan to RM or Credit Officer for further approval/override as provided by Policy. Review and approve Draw Requests and supporting documents as submitted by Borrower and provide documentation to Loan Operations to disburse loan funds within the established SLA. Manage the disbursement and payment process to and from bank participants, junior lenders and agents. Provide Primary support and partnership to Relationship Managers (RM) and Portfolio Managers (PM) to ensure construction maintains strong quality, while facilitating risk control measures for the Bank. Works closely with senior management, RMs, PMs, Credit Risk, Compliance and Internal Audit partners to ensure that the credit remains in compliance with Bank and regulatory policies. Provide documentation to Loan Operations to book, maintain and update the loan tracking system with Borrower and Loan information. Manage loan document exceptions.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 client of Insight Global is seeking 2 Acquisition Analysts to sit in Washington DC. As an Acquisition Analyst, you?ll bring your analytical, strategic, tactical, and technical expertise to work on... More projects for high visibility mission sets critical to national security. You?ll analyze, assess, plan, and support enterprise communication infrastructure and network services acquisitions. You?ll be a trusted advisor to our clients, and we?ll look to you for your comprehensive knowledge of contracting principles and acquisition planning to the overall management of the acquisition process. You'll guide the work we do for our mission partner and the solutions we deliver for reliable communications vital to national security. Salary Ranges from $130,000-$165,000 annually.Exact compensation may vary based on several factors, including skills, experience, and education.Benefit packages for this role may include healthcare insurance offerings and paid leave 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

The Sr Manager, Card Services provides strategic leadership and full operational accountability for the institution's debit, credit, and prepaid card programs. This role oversees end to end card... More operations, risk management, compliance, vendor performance, and team leadership while ensuring a secure, compliant, and high quality customer experience across all card services.Responsibilities Include:- Provide end to end operational leadership for debit, credit, and prepaid card programs, overseeing issuance, processing, disputes, fraud operations, and full card lifecycle management to ensure stable, scalable, and compliant operations.- Own card risk management and compliance governance, partnering with Risk, Fraud, Legal, and Compliance teams to ensure adherence to federal and state regulations, network rules, processor requirements, and internal control standards.- Set strategic direction and drive continuous improvement by establishing policies, procedures, operating rhythms, and performance metrics that enhance efficiency, control integrity, and readiness for growth.- Lead vendor, processor, and network relationships, holding partners accountable to contractual terms, SLAs, and regulatory obligations while managing third party risk and service quality.- Serve as executive level subject matter expert for card systems, platforms, and products, providing guidance on card initiatives, enhancements, issue resolution, and domestic and international programs.- Build and develop a high performing card services organization, leading a geographically distributed team, overseeing talent development and succession planning, and ensuring a strong customer experience through clear standards and accountability.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 client in the talent agency space is seeking a Finance Admin / Coordinator to support the client payment process within the finance team. This role sits at the intersection of finance operations... More and client/agent coordination, ensuring incoming payments are accurately tracked, reconciled, and communicated across the business. This is a high-volume, detail-oriented role supporting wire transfers and client transactions in a fast-paced environment.Role Context? Acts as a liaison between buyers/producers, agents, and clients? Payments flow through WME first, then are processed and distributed? Handles 50?80+ transactions per day, requiring organization and accuracy? Initially focused on data entry and transaction processing, with increasing exposure to client/agent communication (~20%)? Opportunity to support a wire administration function long-termWe are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.Less

Insight Global is seeking a Senior Oracle EPM Consultant to support a greenfield implementation focused on Planning (EPBCS) and ARCS / Transaction Management. This role will work closely with... More accounting teams to gather requirements and drive the full implementation lifecycle.Key Responsibilities?Partner with accounting and finance stakeholders to gather and define requirements ?Translate business requirements into functional and technical design documents ?Lead and contribute to end to end Oracle EPM implementations ?Configure and develop solutions within: oOracle Planning (EPBCS)oARCS (Reconciliation & Transaction Matching)?Document transaction management use cases and define implementation roadmapWe 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