Teams at Ascensus

Perform QC and advanced operational and financial analysis for offshore 529 plan administration using Kofax and Unite. Verify scanned cheques, reconcile accounts, resolve exceptions, produce operational and compliance reports, support audits, lead automation/process improvements, monitor workflows, and collaborate with onshore teams while protecting confidential data.

The Senior Business Systems Analyst leads data requirements for enterprise data initiatives, bridging business and technology to ensure data governance and quality in a regulated financial environment.

Manage and develop a client services team delivering retirement plan services to plan sponsors, brokers, and financial partners. Oversee hiring, training, performance management, service levels, reporting, workflow, process improvements, and confidential data handling while ensuring professional development and client service objectives are met.