Financial Analyst

Job Description
Insight Global is seeking a Financial Analyst to support a Wealth Management Technology organization within a large enterprise financial services environment. This individual will play a key role in financial tracking, portfolio analysis, and operational support for technology initiatives.

This is a highly hands-on role requiring someone who can take ownership of financial processes, drive insights, and proactively identify opportunities for improvement. The ideal candidate brings a strong analytical mindset, experience working in complex environments, and a solution-oriented approach to problem solving. This will be a hybrid role with 2x per week in office requirements and the opportunity to convert to full time employment with the client after the initial contract period.

Responsibilities
- Support financial analysis across a portfolio of wealth management technology initiatives
- Track and manage project spend, resource allocation, and forecasting activities
- Perform invoice management and reconciliation, including investigation of discrepancies across contracts and vendors
- Work within financial systems (e.g., Clarity or similar tools) to monitor budgets and ensure data accuracy
- Build and maintain reporting dashboards using Power BI and Excel
- Partner with technology and business stakeholders to provide financial insights and recommendations
- Identify inefficiencies in financial processes and drive improvements
- Take ownership of initiatives and deliverables, ensuring timelines and accuracy are met

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/.

- 6-8+ years of experience in financial analysis, preferably within financial services or wealth management organizations
- Experience with portfolio tracking, budgeting, and resource management
- Strong experience with Excel and project financial reporting tools (Clarity PPM)
- Experience with Power BI for reporting and data visualization
- Experience managing invoices, contracts, and financial reconciliation
- Strong analytical and problem-solving skills with a solution-oriented mindset
- Ability to work independently and take ownership of workstreams
- Excellent attention to detail and confident communication

- Exposure to wealth management or capital markets environments
- Experience supporting technology or IT portfolios
- Understanding of vendor management and contract financials

Benefit packages for this role will start on the 1st 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.