Section 1: Position Summary
The Associate Financial Analyst is responsible for supporting 529 plan operational processes for offshore service centers, with a focus on financial analysis, workflow management, and data integrity through Kofax and Unite applications. This role partners with onshore teams, leverages automation for efficiency, and ensures strong administrative oversight in a global financial services environment.
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 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, Knowledge Requirements
MBA, preferable from Finance background
Experience in the US retirement industry

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