Section 1: Position Summary
Financial Analyst position will support the Loans and Distributions team to provide timely and accurate processing of distributions/loans. The role also requires understanding operational workflows as it relates to both the individual role and Operations as a whole.
Section 2: Job Functions, Essential Duties and Responsibilities
• Support timely and accurate processing of disbursements
• Research and resolve outstanding issues as it pertain to distributions processing
• Partner with various trust companies, recordkeepers and internal departments to ensure participant checks are mailed timely. Also ensure all trust excesses are identified and invested or resolved timely.
• Effectively communicate (verbal/written) with clients on transaction forms that are not in valuable order and follow up as necessary to ensure timely completion.
• Identify escalated issues/concerns and refer these to your leadership team.
General duties and responsibilities:




• Consistently provide a high level of customer service while communicating and coordinating with internal/external business units to assist in issue resolution.
• Document procedures and workflows.
• Seek out training opportunities offered through the Learning Center. Continuously increase skill set on less familiar topics that have an influence on the department.
• Responsible for protecting, securing, and proper handling of all confidential data held by Future Plan to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Future Plan 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.
Candidate description:
Financial analysts require a brief understanding of financial services industry, specifically focusin

📌 Financial Analyst, PSG Operations (Hyderabad)
🏢 Ascensus
📍 Hyderabad