Strategic Financial Planning Specialist

5 days ago


Hyderabad, Telangana, India Ascensus Full time
About the Role

We are seeking a highly skilled Financial Analyst to join our team at Ascensus. As a key member of our operations team, you will play a vital role in ensuring the smooth execution of our 401(K) plan administration services.

Key Responsibilities
  • Process a variety of tasks as per established processes within specified parameters.
  • Perform processes such as loans, distributions, census, trust accounting, packaging, 5500, and valuation imports based on team requirements.
  • Deliver set expectations in terms of productivity, volume count, and quality.
  • Review processes and identify issues or problems related to them.
  • Achieve high-volume processing within specified time frames.
Candidate Requirements

We seek a candidate with a brief understanding of the financial services industry, specifically focusing on 401(K) plan administration. You should be an avid learner willing to adapt and work in a team environment.

Education and Experience
  • Graduate or postgraduate degree in Finance or Accounting background.
  • Proven track record of working effectively in flexible work environments with a result-oriented approach.
Skill Requirements
  • Good communication skills and problem-solving and analytical skills.
  • Self-learning ability and basic MS Office knowledge, with a preference for good Excel skills.
  • Flexibility in work culture, including day and night shifts based on business requirements.
  • Good knowledge of reconciliation concepts.
Estimated Salary Range: $65,000 - $80,000 per year

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