Financial Analyst

Insight Global is seeking a Financial Analyst in the Dallas / Fort worth, Texas area. This role involves a dynamic mix of financial analysis, client service, and strategic planning. On a daily basis, the person will review and interpret clients financial data, model and troubleshoot cash flow issues, and tailor their work to align with each clients unique goals. Theyll prepare detailed reports and agendas for quarterly meetings, respond to client inquiries via email, and assist with opening new accounts. Much of the work is internalcollaborating with team members to stay ahead of client needs and ensure nothing falls through the cracks. A strong understanding of legal structures and how they interconnect is essential, as this knowledge informs the financial strategies being developed. The ideal candidate will be highly organized, proactive, and client-focused, with strong financial acumen, excellent communication skills, and the ability to adapt their day-to-day priorities based on evolving client goals.

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.

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Degree in Accounting or Finance or Economics
1-2+ years of experience in capital markets, wealth management, family offices, estate planning, financial institution
Great verbal and written communication, organization, multi-tasking, detail oriented skills
Professionalism is a huge must have since they are working directly with family and business finances

CFA, CPA or CFP certs
If they are coming from the big 4 accounting firms ( Deloitte, PWC, KPMG, EY)
Series 65 - they will need to be willing to work towards this if they don't already have it
Addepar or Wealthscape (Financial software)

Benefit packages 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.