Bachelor’s degree in accounting or finance required., PC skills in Excel, Word, and PowerPoint; Access experience is a plus., Strong written and verbal communication skills are essential., Ability to handle multiple priorities effectively..
Key responsibilities:
Assist with the preparation of financial analysis and monthly reporting.
Research variance questions from department managers and prepare tracking reports.
Support the compilation of the annual budget and profitability studies.
Meet deadlines and balance multiple projects concurrently.
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Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers.
Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
This position 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.
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 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
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
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Required profile
Experience
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.