This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Associate Financial Analyst, 529 Back Office based in India.
This is an opportunity to support critical 529 education savings plan operations within a global financial services environment.
You will combine financial analysis, transaction processing, reconciliation, workflow management, and data quality oversight.
The role involves working with operational platforms to ensure account activity is processed accurately, efficiently, and on time.
You will analyze financial and operational data, identify trends and root causes, and contribute to continuous process improvements.
Working closely with teams across regions, you will help maintain seamless operations and resolve escalated issues across time zones.
The position is well suited to an analytical and detail-oriented skilled who enjoys structured processes, problem-solving, and working with financial data.
You will also have the opportunity to develop expertise in U.S.



529 plans and financial-services operations while contributing to automation and operational efficiency.
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Accountabilities
Process transactions, reports, and reconciliations for 529 plan operations using relevant workflow and administrative applications.
Monitor workflow queues, prioritize activities, and accurately process account changes, deposits, withdrawals, rollovers, enrollments, and other education savings account transactions.
Support the onboarding and ongoing maintenance of 529 plan accounts, ensuring data is accurate, consistent, compliant, and audit-ready.
Analyze operational data and financial transactions to identify trends, recurring issues, root causes, and opportunities for process improvement.
Assist with the development and maintenance of dashboards, routine operational reports, and process documentation covering productivity, errors, and regulatory adherence.
Collaborate with onshore and cross

📌 Associate Financial Analyst, 529 Back Office (India)
🏢 Jobgether
📍 India