Ascensus Recruitment Program 2026 | Hiring Associate – Financial Analyst

Qualifications

Experience, Skills, Knowledge Requirements

• MBA, preferable from Finance background
• Experience in the US retirement industry for 0 to 2 years (not mandatory)
• Open core Night shifts based on business requirements
• Good verbal & written communication skills
• Good typing skill and attention to detail.
• Good time management skills
• Ability work independently.
• Familiarity MSOffice software applications, including Excel & Word
• Strong analytical and problem-solving skills with a process improvement mindset.
• Effective collaboration in global, cross functional teams with clear communication in English.
• Understanding of US 529 plan regulations and related financial services compliance is a plus.
• Able to work flexible hours to align with onshore team requirements and business needs.

Job Functions, Essential Duties and Responsibilities

The Associate Financial Analyst is responsible for supporting 529 plan operational processes for offshore service centers, with a focus on financial analysis, workflow management, and data integrity through Kofax and Unite applications. This role partners with onshore teams, leverages automation for efficiency, and ensures strong administrative oversight in a global financial services environment.

• Transactional processing, reporting, and reconciliations within Kofax and Unite for 529 plan operations, ensuring accurate and timely completion of daily tasks.
• Monitor workflow queues in Kofax to prioritize and process Account changes, Deposits, Withdrawals, Rollover, Enrollments etc. for education savings accounts.
• Support onboarding and maintenance of 529 plan accounts in Unite, ensuring data is consistent, compliant, and audit ready.
• Analyze operational data and financial transactions to identify trends, root causes, and opportunities for process improvement.
• Assist with the creation of dashboards, routine operational reports, and documentation to track productivity, errors, and regulatory adherence.
• Collaborate closely with cross border teams to resolve escalated issues and maintain operational continuity across time zones.
• 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.
• At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always®. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in your actions on a day-to-day.