Section 1: Position Summary

The Senior Financial Analyst leads advanced financial analysis, operational oversight, and process improvements for offshore 529 plan administration. The role drives best practices in workflow automation and data integrity by leveraging Kofax and Unite, ensuring efficient operations and robust compliance while providing strategic insights to guide business decisions.

Section 2: Job Functions, Essential Duties and Responsibilities

Transactional processing, reporting, and reconciliations within Kofax and Unite for 529 plan operations, ensuring accurate and timely completion of daily tasks.
Lead governance and oversight across offshore teams, monitor key performance indicators, and support risk management, audit readiness, and regulatory compliance.
Identify, diagnose, and solve system or operational issues, recommending enhancements to Kofax workflows and Unite administration protocols.
Collaborate with cross border stakeholders in finance, operations, legal, and compliance to drive continuous improvement and knowledge sharing.




Mentor and support junior analysts, ensuring alignment with service level agreements and quality standards.
Coordinate the documentation and training of operational procedures, supporting both client services and technology teams.
Recommend and lead automation and process improvements leveraging the capabilities within Kofax and Unite to reduce errors and streamline the workflow.
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 workplace of respect for those we serve and one another and should be visible in your actions on a day-to-day.

Supervision

N/A

Section 3

📌 Financial Analyst, 529 Back Office (Hyderabad)
🏢 Ascensus
📍 Hyderabad