Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
Section 1: Position Summary
The Associate Financial Analyst is responsible for supporting 529 plan operational processes for offshore service centers, with a focus on financial analysis, workflow management, and data integrity through Kofax and Unite applications. This role partners with onshore teams, leverages automation for efficiency, and ensures strong administrative oversight in a global financial services environment.
Section 2: Job Functions, Essential Duties and Responsibilities
- Transactional processing, reporting, and reconciliations within Kofax and Unite for 529 plan operations, ensuring accurate and timely completion of daily tasks.
- Monitor workflow queues in Kofax to prioritize and process Account changes, Deposits, Withdrawals, Rollover, Enrollments etc. for education savings accounts.
- Support onboarding and maintenance of 529 plan accounts in Unite, ensuring data is consistent, compliant, and audit ready.
- Analyze operational data and financial transactions to identify trends, root causes, and opportunities for process improvement.
- Assist with the creation of dashboards, routine operational reports, and documentation to track productivity, errors, and regulatory adherence.
- Collaborate closely with cross border teams to resolve escalated issues and maintain operational continuity across time zones.
- Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
- At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always®. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.
Supervision
- N/A
Section 3: Experience, Skills, Knowledge Requirements
- MBA, preferable from Finance background
- Experience in the US retirement industry for 0 to 2 years (not mandatory)
- Open core Night shifts based on business requirements
- Good verbal & written communication skills
- Good typing skill and attention to detail.
- Good time management skills
- Ability work independently.
- Familiarity MSOffice software applications, including Excel & Word
- Strong analytical and problem-solving skills with a process improvement mindset.
- Effective collaboration in global, cross functional teams with clear communication in English.
- Understanding of US 529 plan regulations and related financial services compliance is a plus.
- Able to work flexible hours to align with onshore team requirements and business needs.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Top Skills
What We Do
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers.
Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
