Section 1: Position Summary
The Financial Analyst is responsible for QC and performing advanced operational and financial analysis functions for offshore 529 plan administration by leveraging Kofax and Unite. The Financial Analyst ensures accurate financial processing, workflow optimization, risk mitigation, and process improvements across daily transaction management and reporting environments.
Section 2: Job Functions, Essential Duties and Responsibilities
Responsible to Verify the Cheque scanned through Kofax system to create the Occurrence in Unite to match Expectation amount.
Analyze and review account activity, detect irregularities, perform data reconciliations, and resolve exceptions in Unite to maintain account and reporting integrity.
Prepare, review, and optimize regular operational, financial, and compliance reports for leadership, surfacing trends and actionable insights.
Monitor incoming requests in Kofax, and support escalation workflows to resolve time sensitive or high impact items.
Collaborate with onshore and cross border teams to standardize procedures,



communicate risks, and execute on global offshore operations strategies.
Recommend and lead automation and process improvements leveraging the capabilities within Kofax and Unite to reduce errors and streamline the workflow.
Support internal and external audits with well documented analysis, reconciliation evidence, and operational controls.
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 setting 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: Experience, Skills, Kno

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