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Ascensus

Administers tax-advantaged savings plans

Financial Analyst - Compliance Testing

BookkeepingConfirmed live in the last 24 hours
Full-timeChennai, Tamil Nadu, IndiaNo salary listedIn-person

About the Job

Requirements

  • Graduate or postgraduate qualification in a Finance or Accounting background.
  • Proven ability to work effectively in a flexible, results-oriented environment.
  • Communication, problem-solving, and analytical skills.
  • Basic knowledge of Microsoft Office; good working knowledge of Excel is preferred.
  • Ability to adapt quickly to assignments.
  • Flexibility to work day or night shifts based on business requirements.
  • Knowledge of reconciliation concepts.

Responsibilities

  • Perform processes such as loans, distributions, census, trust accounting, packaging, Form 5500, and valuation imports, as required by the administration or client-support team.
  • Train team members, set strategy, and monitor progress toward goals.
  • Complete assigned process tasks within specified parameters of the client, administration, or support team.
  • Meet expectations for productivity, volume count, and quality metrics.
  • Process the listed work and review processes.
  • Accurately process high volumes of work within the specified time frame.
  • Identify process issues or problems and escalate them to the respective team lead.

Desired Qualifications

  • Good working knowledge of Excel.

About the Company

Ascensus

Administers tax-advantaged savings plans

Ascensus helps people save for life events by offering tax-advantaged savings plans and the technology and services to manage them. It operates in retirement, education (including 529 plans), and health savings accounts, providing recordkeeping, administration, and investment services for employer-sponsored and individually opened plans. Clients (individuals, employers, and financial institutions) rely on Ascensus to handle plan setup, compliance, ongoing administration, and investment support, usually for fees paid by plan sponsors. Compared with other providers, Ascensus emphasizes outsourced plan administration and technology-enabled recordkeeping across a broad set of savings vehicles. The company's goal is to enable reliable, scalable saving solutions that help people fund retirement, education, and healthcare needs through efficient, compliant plan management.

Company size
5,001-10,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Muhlenberg Township, Pennsylvania
Founded
1980

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