Financial Analyst II, Financial Planning & Analysis

Ascensus; Dresher (Montgomery County); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Equal Opportunity Employer

Professional development

Tuition reimbursement

Paid time off

Health benefits

HSA with employer contribution

401(k) & 529 match

Volunteer programs

Business casual dress

Job summary

Ascensus, a leading technology and service platform for savings plans, seeks a finance analyst to prepare monthly financial analysis and support budgeting and profitability studies. You will contribute to board package reports and full-year expense forecasts, collaborating across teams in a fast-paced environment.

Ideal candidates have a bachelor’s in accounting/finance, 1+ year of experience, and strong Excel/PowerPoint skills.

Qualifications

• Bachelor’s degree in accounting/finance required; masters/CPA preferred.
• 1+ years accounting/finance work experience.
• Strong Excel, Word, PowerPoint, and Access skills; meet deadlines.
• Ability to balance multiple projects and work independently or in a team.
• Excellent written and verbal communication skills.

Responsibilities

• Prepare recurring monthly financial analysis and reporting.
• Compile and report annual budget and profitability studies for business segments.
• Conduct financial modeling and analysis as required.
• Prepare full-year expense forecasts for various departments.
• Assist with board package reports for the operating budget.
• Protect and securely handle confidential data.

Skills

Excel

Word

PowerPoint

Access

Cognos TM1

Communication

Time management

Teamwork

Independence

Education

Bachelor’s degree in accounting/finance

Masters and/or CPA preferred

Tools

Cognos TM1

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.

Section 1: Position Summary

This position will be responsible for the preparation of financial analysis. The individual will prepare recurring monthly reporting and support various finance projects and analyses. 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 in calculations and expense review for the Annual Operating Budget.
• Assist in preparation of board package reports for the annual Operating Budget.
• Assist with business profitability studies.
• Perform financial modeling and analysis as required.
• Prepare full year forecast of expense for various departments.
• 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 experiences a plus.
• 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.
• Bachelor’s degree in accounting/finance required, Masters and/or CPA preferred.
• 1+ years of accounting/finance work experience.

We are proud to be an Equal Opportunity Employer

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