Role Overview
The Financial Analyst is responsible for performing advanced operational and financial analysis functions for offshore 529 plan administration by leveraging Kofax and Unite.
What You Will Do
Verify cheque scans, analyze account activity, prepare reports, and collaborate with teams to standardize procedures and execute on global offshore operations strategies.
Why It Might Be a Fit
The ideal candidate will have strong analytical and problem-solving skills, effective collaboration in global teams, and a process improvement mindset.
Requirements
- Strong analytical and problem-solving skills
- Effective collaboration in global, cross functional teams
- Understanding of US 529 plan regulations and related financial services compliance
- MBA, preferable from Finance background
- Experience in the US retirement industry for 2 to 4 years
- Good verbal & written communication skills
- Good typing skill and attention to detail
- Good time management skills
- Ability to work independently
- Familiarity with MSOffice software applications
To apply for this job please visit ascensushr.wd1.myworkdayjobs.com.
Follow us on social media