Financial Analyst

Logistics 50-55/hr 6 month contract 2x a week in Downtown Toronto Required Skills & Experience - 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 Nice to Have Skills & Experience - Exposure to wealth management or capital markets environments - Experience supporting technology or IT portfolios - Understanding of vendor management and contract financials Job Description 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