Financial Analyst ( Compliance Testing )

Ascensus; Chennai District; On-site; INR 500,000 - 800,000; Full time

Benefits offered by this job

Collaborative environment

Tuition reimbursement

Generous reward programs

Paid time off

Medical, dental & vision benefits

Health Savings Account with employer0

401(k) & 529 college savings match

Volunteer programs

Business casual dress

Job summary

Ascensus, a leading technology and service platform for savings plans, is seeking a financial analyst to perform structured processing tasks across loans, distributions, census, trust accounting, and related areas. The role emphasizes accuracy, productivity, and teamwork within a flexible work environment.

Candidate should understand financial services, particularly 401(k) plan administration, and be a quick learner who can adapt to day/night shift requirements as needed.

Qualifications

• Understanding of financial services, especially 401(k) plan administration.
• Avid learner willing to adapt and work in a team environment.
• Graduate or postgraduate in Finance/Accounting with a result-oriented approach.

Responsibilities

• Complete a variety of processes per client/admin/support team requirements and meet productivity targets.
• Review processes and identify issues, cascading to team lead.
• Handle high-volume processing accurately within provided timelines.
• Ensure accuracy and quality in reconciliations and related tasks.

Skills

Communication skills

Problem solving

Analytical skills

Self-Learner

Flexibility in Day/Night shift

Team environment

Education

Finance/Accounting degree

Tools

Excel

MS Office

Job description

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.

Roles & Responsibility:

Complete a variety of tasks as per processes assigned within specified parameters of the client/admin/support team. Responsible for performing various processes like loans, distributions, census, trust accounting, packaging, 5500, valuation imports based on the admin/client support team requirement. Functions include – only processing the above-mentioned processes. Delivering the set expectations in terms of key business metrics like productivity, volume count and quality. Apart from processing, the team member should be able to Review Process. Ability to accurately process high volume within the specified time frame. Identify the issues/problems related to processes if any and cascade to the respective team lead.

Candidate description:

Financial analyst requires should possess brief understanding of financial services industry, specifically focusing on 401(K) plan administration, should be avid learner willing to adapt and work in a team environment.

Education and experience:

Graduate / Postgraduate in Finance/Accounting background Proven track record of working effectively in flexible work environment in a result-oriented approach.

Skill Requirement:

Good communication skills and Good Problem solving and analytical skills. Should be a Self-Learner Basic MS Office knowledge and preference to good working knowledge of Excel Flexibility in work culture (She/he should be flexible in Day/Night shift based on business requirement) Good Knowledge in Reconciliation concepts 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. Ascensus helps millions of people save for a better future.

What makes any career at Ascensus so rewarding?

• Collaborative, idea-sharing environment
• Professional Development with in-house training and tuition reimbursement
• Generous reward programs
• Paid time off
• Medical, dental & vision benefits
• Health Savings Account with employer contribution up to $1,100
• 401(k) & 529 college savings match programs
• Volunteer and charitable-giving programs
• Business casual dress