Senior Financial Analyst Defined Contribution

Ascensus; Chennai; On-site; INR 350,000 - 700,000; Full time

Job summary

Ascensus is a leading technology and service platform powering savings plans. The role involves processing a variety of financial and administrative tasks such as loans, distributions, census, trust accounting, packaging, 5500, and valuation imports to support clients.

Ideal candidates have a Finance/Accounting background and a track record of working effectively in flexible, result-oriented environments. Strong communication, problem solving, and Excel skills are essential for success.

Qualifications

• Strong communication and analytical skills.
• Problem-solving and adaptability in a flexible work environment.
• Proficient in MS Excel and MS Office tools.

Responsibilities

• Perform processes like loans, distributions, census, trust accounting, packaging, 5500, and valuation imports as required.
• Train team members, set strategy, and monitor progress toward goals.
• Complete assigned tasks within client/admin/support processes and ensure accuracy.
• Deliver productivity, volume, and quality metrics.
• Review processes and handle high-volume workloads accurately within timelines.

Skills

Communication skills

Problem solving

Analytical skills

Adaptability

Microsoft Office

Education

Graduate/Postgraduate in Finance/Accounting

Tools

Microsoft Office

Excel

Job description

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:

• Responsible for performing various processes like loans, distributions, census, trust accounting, packaging, 5500, valuation imports based on the admin/client support team requirement.
• Should be responsible for training team members, setting strategy and monitoring progress towards goal.
• Complete a variety of tasks as per processes assigned within specified parameters of the client/admin/support team.
• Delivering the set expectations in terms of key business metrics like productivity, volume count and quality.
• Functions include – only processing the above-mentioned processes.
• Apart from processing, the team member should be able to Review Process.
• Ability to accurately process high volume within the specified time frame.

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:

• Should have communication skills, Problem solving and analytical skills
• Basic MS Office knowledge and preference to good working knowledge of Excel
• Must be able to adapt the assignments quickly