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

. Responsibiliti es- Support financial analysis across a portfolio of wealth management technology initiativ es- Track and manage project spend, resource allocation, and forecasting activiti es- Perform invoice management and reconciliation, including investigation of discrepancies across contracts and vendo rs- Work within financial systems (e.g., Clarity or similar tools) to monitor budgets and ensure data accura cy- Build and maintain reporting dashboards using Power BI and Exc el- Partner with technology and business stakeholders to provide financial insights and recommendatio ns- Identify inefficiencies in financial processes and drive improvemen ts- Take ownership of initiatives and deliverables, ensuring timelines and accuracy are m

et

REQUIRED SKILLS AND EXPERI ENCE- 6-8+ years of experience in financial analysis, preferably within financial services or wealth management organizat ions- Experience with portfolio tracking, budgeting, and resource manage ment- Strong experience with Excel and project financial reporting tools (Clarity PPM)- Experience with Power BI for reporting and data visualiza tion- Experience managing invoices, contracts, and financial reconcilia tion- Strong analytical and problem-solving skills with a solution-oriented min dset- Ability to work independently and take ownership of workstr eams- Excellent attention to detail and confident communica

tion

NICE TO HAVE SKILLS AND EXPE RIENCE- Exposure to wealth management or capital markets enviro nments- Experience supporting technology or IT port folios- Understanding of vendor management and contract fina

ncials