The Financial Analyst I will be responsible to assist with the preparation of financial analysis. The individual will assist in preparing 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.
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 variance questions from department managers
Prepare monthly revenue and transaction tracking reporting.
Assist in compilation and distribution of Monthly Reporting Package.
Assist with business profitability studies.
Assist with compilation of the annual Operating Budget
Assist in preparing full year forecast of expense for various departments.
Meet deadlines as set by management.
Able to successfully balance multiple projects concurrently
Assist with other tasks and projects as assigned
Experience, Skills, Knowledge Requirements
PC skills in Excel, Word, and PowerPoint. Access a plus.
Cognos TM1 reporting experiences a plus.
Strong written and verbal communication skills.
Ability to handle multiple priorities
Bachelor's degree in accounting or finance required.
We are proud to be an Equal Opportunity Employer
At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity-housed within our Core Values: People Matter. Quality First. Integrity Always.
As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
