Section 1: Position Summary
This position will be responsible for financial analysis including recurring monthly reporting as well as projects. The projects include, but are not limited to, compilation and reporting of the annual budget and profitability studies for various business segments.
Section 2: Job Functions, Essential Duties and Responsibilities
- 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.
- Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always® should be visible in your actions on a day to day basis showing your support of our organizational culture.
- Research and document expense variances for monthly reporting.
- Assist business leaders with calculations and expense review for the Annual Operating Budget.
- Prepare board package reports for the annual Operating Budget
- Ad hoc analysis as requested by senior finance leadership.
- Prepare business expense and profitability studies to assist business in pricing and expense decisions.
- Assist with other tasks and projects as assigned
Supervision
- N/A
Section 3: Experience, Skills, Knowledge Requirements
- Strong PC skills in Excel, Word, PowerPoint and Access.
- Cognos TM1 reporting experience a plus.
- Experience with forecasting, budgeting and analysis.
- Meet deadlines as set by management.
- Able to successfully balance multiple projects concurrently
- Strong written and verbal communication skills.
- Ability to handle multiple priorities
- Ability to work independently as well as with a team in a fast-paced environment.
- Strong interpersonal skills with internal and external clients including senior management.
- Bachelor’s degree in accounting/finance required, Masters and/or CPA preferred.
- 3+ years of accounting/finance work experience
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.
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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.
