Works in tandem with the Income Tax team and management to meet the demands of the Direct Tax Function for multiple entities with emphasis on efficiency and process improvements. - Gathers and manipulates data from various sources to calculate book-tax adjustments, state apportionment, and fixed asset roll forward. - Prepares and files federal and state/local income tax returns as assigned using ONESOURCE software - Calculates and manages tax payments (quarterly estimates and extensions) - Completes research and communicates tax recommendations for specific tax scenarios as they arise. - Responds to notices made by federal and state tax authorities with respect to returns filed and tax paid. - Communicates issues in the process and works to proactively escalate and resolve them - Keeps abreast of new legislative and other developments in the pass-through income tax area.

Insight Investments is rewriting the financial services narrative. With innovation and excellence at our core, we provide an environment that sparks creativity and fosters growth. As an Application Analyst at Insight Investments, you'll be at the forefront of reshaping the future of financial services, while supporting our leasing business units, Insight Financial Services, Insight Material Handling, and Insight Equipment Finance. Join us on this exciting journey to unlock your potential and elevate your career.   Responsibilities:   - Spearhead analysis, design and definition, testing, and implementation of software solutions and software enhancements, with emphasis around lease accounting software and related integrations. - Leverage software functionalities to address specific leasing industry challenges and enhance overall business and system performance. - Coordinate regular system updates and maintenance tasks, and perform or assist users to perform testing, to ensure software is operating at optimum and expected performance levels. - Collaborate closely with stakeholders to align software solutions with leasing business needs. - Lead training sessions focused on maximizing user proficiency with applications in the leasing business setting. - Work as liaison between Vendors, project management teams, development teams, and business users to accomplish aforementioned responsibilities. - Identify, report, and resolve system and business process defects through ticketing systems, in collaboration with business teams, IT infrastructure, and external vendors, having clear and effective communication throughout the issue resolution cycle. - Collaborate with interested parties, stakeholders, business teams, vendors, and other IT team members to document business needs, objectives, operations procedures, issues, resolutions, and other related systems requirements.  This may include the use of activity diagrams, flowcharts, reporting tools, confluence pages, ticketing system updates, and other forms of documentation. - Assist with data analysis by querying data sources (databases, file extracts, etc.) and translating ad-hoc business report requests to identify underlying data and functional requirements.

- Complete various projects and or conduct research on HR topics as assigned. - Manage incoming HR mail and work with HR team to ensure appropriate action is taken. - Coordinates with Accounting, Payroll and IT to ensure vendor invoicing, and payroll updates are processed accordingly - Perform routine filing, scanning, and archiving of records to ensure record retention compliance - Assist with Benefits enrollment of employees when eligible and cessation of benefits on termination of employment. - Maintain Human Resource Information Systems (HRIS) records, ensuring data accuracy through self-audits and reports - Coordinate and verify pre-employment background checks an annual motor vehicle record - Support recruiting efforts by posting jobs with various recruiting sources/websites and scheduling interviews for HR and hiring manager(s). - Updates HR and leadership team on current employee count, terminations, new hires, org charts, assets, and similar - Ensure smooth communication with employees and timely resolution to their queries. - Offer front desk receptionist coverage as needed. - Assist with the day-to-day operations of the office and troubleshoot issues, including activating and replacing access badges/transponders, etc. - Participate in special department projects including HR audits, volunteer event coordination, and other projects as assigned. - Assist with coordinating HR related meetings and small events, including set up and clean up afterwards - A high level of time management, accountability, and prioritization skills - Self-motivated, goal-oriented, and driven to accomplish department goals.

- Makes phone sales presentations to prospective customers - Prospects for new accounts and seeks opportunities to increase existing ones - Conducts regular sales calls to develop customer relationships and follow up on leads - Tracks sales deals through closing and finalizes sales contracts - Meets established quotas and sales goals - Ensures products are delivered on time - Monitors inventory levels to avoid product shortages - Forecasts long range account sales, inventory levels, and product needs, and communicates related information regularly to management - Log prospecting activities into the CRM system, and determine results via reports and metrics analysis - Ensures that customers are satisfied with Company products and services and well supported through phone contact - Obtains customer feedback and continually works to improve products and services - Resolves customer requests, complaints, and problems working with necessary Insight departments - Promotes goodwill and conveys a positive image of Insight Investments

Responsibilities: • Prepare, compile and post monthly journal entries in Great Plains accounting software • Participate in month-end close process, including reconciliation and analysis of the general ledger, balance sheet accounts, and profit and loss accounts • Maintain well organized accounting records, such as records of all monthly journal entries posted and roll-forwards of all reconciliations • Research and perform analysis of change in general ledger account balances / analysis of month and year-end results for management • Assist with preparation of financial statements and/or other management reports, including special requests for financial statement information • Assist with miscellaneous month-end accounting duties including entering lease accounting data into LeaseWave and preparation of various accruals • Prepare schedules and participate in year-end audit, periodic bank audits and annual tax requests • Participate in other projects and/or assignments as requested by management

- Makes phone sales presentations to prospective customers - Prospects for new accounts and seeks opportunities to increase existing ones - Conducts regular sales calls to develop customer relationships and follow up on leads - Tracks sales deals through closing and finalizes sales contracts - Meets established quotas and sales goals - Ensures products are delivered on time - Monitors inventory levels to avoid product shortages - Forecasts long range account sales, inventory levels, and product needs, and communicates related information regularly to management - Log prospecting activities into the CRM system, and determine results via reports and metrics analysis - Ensures that customers are satisfied with Company products and services and well supported through phone contact - Obtains customer feedback and continually works to improve products and services - Resolves customer requests, complaints, and problems working with necessary Insight departments - Promotes goodwill and conveys a positive image of Insight Investments

- Makes phone sales presentations to prospective customers - Prospects for new accounts and seeks opportunities to increase existing ones - Conducts regular sales calls to develop customer relationships and follow up on leads - Tracks sales deals through closing and finalizes sales contracts - Meets established quotas and sales goals - Ensures products are delivered on time - Monitors inventory levels to avoid product shortages - Forecasts long range account sales, inventory levels, and product needs, and communicates related information regularly to management - Log prospecting activities into the CRM system, and determine results via reports and metrics analysis - Ensures that customers are satisfied with Company products and services and well supported through phone contact - Obtains customer feedback and continually works to improve products and services - Resolves customer requests, complaints, and problems working with necessary Insight departments - Promotes goodwill and conveys a positive image of Insight Investments

Job Summary: We are seeking a highly motivated and experienced Content and Sales Enablement Manager to join our dynamic team. In this role, you will be responsible for crafting compelling copy and developing sales enablement materials that drive revenue growth and support our sales team. You will collaborate closely with marketing, product management, and sales teams to understand our products/services and translate their value into persuasive messaging. Your expertise in copywriting and sales enablement will empower our sales team to effectively engage prospects, close deals, and achieve their targets. Responsibilities: - Develop and execute a comprehensive content strategy to support the sales team throughout the entire sales cycle. - Create persuasive and engaging copy for various channels, including campaigns, websites, landing pages, email promotions, social media, sales collateral, and presentations. - Develop sales enablement materials such as sales scripts, sales decks, product sheets, case studies, and sales training content. - Collaborate with cross-functional teams to gather product knowledge, understand customer pain points, and align messaging with market needs. - Conduct research on target audiences, industry trends, and competitors to ensure copy is tailored to resonate with potential customers. - Write clear, concise, and impactful copy that effectively communicates the unique value proposition of our products/services. - Work closely with the brand manager to ensure consistency of messaging across all customer touchpoints. - Support the sales team by providing content guidance, answering inquiries, and addressing copy-related questions. - Develop and deliver training programs and workshops to enhance the sales team's communication skills and product knowledge. - Collaborate with the sales operations team to implement sales enablement technologies and tools for content management and tracking. - Continuously analyze and optimize copy and sales enablement materials based on feedback, performance metrics, and market dynamics.

Come join the team of our fast growing multi-divisional customer centric organization.   Are you looking for a career where you can blend your contract experience with your interest in IT Hardware and Material Handling Equipment? Are you ready to engage your critical thinking side with your financial acumen all while learning what the leasing industry has to offer?   Becoming a Contract Specialist will lay the foundation for learning aspects of IT and Hardware Assets, Equipment Finance, and Asset Management. Would you be excited to engage with Fortune 500 companies & School Districts throughout the United States?  You will interact extensively with internal departments inside of the company as well as large well known corporations who are our partners.   Our mission is to provide exemplary customer service to both our internal and external customers. Building upon our already established long term customer relationships is a priority. The team you are joining will support you every step of the way. If this sounds like an exciting opportunity for you, we would love to talk to you!   - Contact customers with pricing information, request financial statements, follow-up on outstanding documentation and negotiate closure - Contact customers, vendors, and corporate employees to structure front-end deals in order to facilitate administrative requirements - Resolve customer inquiries on schedules, proposals, equipment lease base, contractual terms and conditions - Intervene, with assistance, to research and resolve customer and interdepartmental issues - Have a basic understanding of Insight Investments system applications, contractual terms and conditions - Ensure that the customer understands their contractual obligations - Responsible for providing customer service to Insight's customers and vendors - Equipment entry into front-end leasing system - Knowledge of Insight’s equipment coding matrix - Create and maintain accurate and complete lease files including documentation - Order placement with outside vendors and invoice reconciliation - Process documents for bank line advance and vendor payments - Update internal logs regularly to keep track of needed funds - Create accurate schedule documentation in accordance with lease structure and legal requirements - Miscellaneous duties to include; filing, promptly returning phone calls and emails, file UCCs, trouble shooting - Engage with sales to ensure proper account management

Insight Investments seeks a Senior Account/ Analyst to join its finance team supporting its fast-growing subsidiaries, Red8 and 2NDGEAR, as they approach combined revenue of $200m. Red8 is a systems integrator partnering with market-leading OEMs and emerging tech companies to provide best-of-breed solutions and services.  2NDGEAR is one of the leading providers of off-lease certified refurbished IT equipment throughout the US.    Responsibilities - Drive automation & streamlining of existing accounting procedures with the goal of implementing “best practices”. - Provide stewardship over Sales Commissions data. Calculate and monitor sales performance including the measurement and payments related to individual sales goals/quotas/objectives. - Identify and drive opportunities for process improvements to gain long term process efficiencies and more effective work-flow strategies. Develop audits and reporting to ensure compliance with the Sales Commission Plan. - Prepare and post monthly journal entries. - Prepare month-end reporting packages for upper management. - Research and perform analysis of change in general ledger account balances / analysis of month and year-end results for management. - Develop and maintain financial models that will assist in analyzing performance results and develop insight on trends. - Develop annual budgets and forecasts. - Perform miscellaneous ad-hoc research and reporting and other duties as assigned.