Section 1: Position Summary

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.
- Monitor workflow queues in Kofax to prioritize and process Account changes, Deposits, Withdrawals, Rollover, Enrollments etc. for education savings accounts.
- Support onboarding and maintenance of 529 plan accounts in Unite, ensuring data is consistent, compliant, and audit ready.
- Analyze operational data and financial transactions to identify trends, root causes, and opportunities for process improvement.
- Assist with the creation of dashboards, routine operational reports, and documentation to track productivity, errors, and regulatory adherence.
- Collaborate closely with cross border teams to resolve escalated issues and maintain operational continuity across time zones.
- 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 environment 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, Knowledge Requirements
- MBA, preferable from Finance background
- Experience in the US retirement industry for 0 to 2 years (not mandatory)
- Open core Night shifts based on business requirements
- Good verbal & written communication skills
- Good typing skill and attention to detail.
- Valuable time management skills
- Ability work independently.
- Strong analytical and problem-solving skills with a process improvement mindset.
- Effective collaboration in global, cross functional

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