Financial Analyst, 529 Back Office - India

reputed company is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 reputed company people save for a reputed company today and reputed company. reputed company 1: Position reputed company The Financial Analyst is responsible for QC and performing advanced operational and financial analysis functions for offshore 529 plan administration by leveraging reputed company and Unite. The Financial Analyst ensures accurate financial processing, workflow optimization, risk mitigation, and process improvements across daily transaction management and reporting environments. reputed company 2: Job Functions, Essential Duties and Responsibilities Responsible to Verify the Cheque scanned through reputed company system to create the Occurrence in Unite to match Expectation reputed company. Analyze and review account activity, detect irregularities, reputed company data reconciliations, and resolve exceptions in Unite to maintain account and reporting reputed company. Prepare, review, and optimize regular operational, financial, and compliance reports for leadership, surfacing trends and actionable insights. Monitor incoming requests in reputed company, and support escalation workflows to resolve time sensitive or high reputed company items. Collaborate with reputed company and cross border teams to standardize procedures, communicate risks, and execute on global offshore operations strategies. Recommend and reputed company automation and process improvements leveraging the capabilities reputed company reputed company and Unite to reduce errors and streamline the workflow. Support reputed company audits with reputed company documented analysis, reconciliation evidence, and operational controls. Responsible for protecting, securing, and reputed company handling of reputed company confidential data held by reputed company to ensure against unauthorized reputed company, improper reputed company, and/or unapproved disclosure of information that could result in harm to reputed company or our clients. At reputed company we are guided by our Core Values of People Matter, reputed company First and reputed company Always®. They reputed company 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 reputed company 3: Experience, Skills, Knowledge Requirements Strong analytical and problem-solving skills with a process improvement reputed company. Effective collaboration in global, cross functional teams with reputed company communication in English. Understanding of US 529 plan regulations and reputed company financial services compliance is a plus. reputed company to work reputed company to reputed company with reputed company team requirements and business needs. Comfort with regulatory requirements in global financial services delivery and strong documentation practices MBA, preferable from Finance background Experience in the US retirement industry for 2 to 4 years reputed company core reputed company shifts based on business requirements Good verbal & written communication skills Good typing reputed company and attention to detail. Good time management skills Ability work independently. Familiarity MSOffice software applications, including reputed company & Word For reputed company virtual remote positions, in order to ensure associates can effectively reputed company their job duties with no distractions, we require an uninterrupted virtual workspace and there is also an expectation of family care being in reputed company during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or reputed company for individual use. If more than one person is utilizing the reputed company internet reputed company in the reputed company household or building, then a stronger reputed company is required. If you are unsure of your internet speed, please reputed company with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in reputed company proximity to the router. Please ensure that you are reputed company to meet these expectations before applying. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. reputed company email communications from reputed company or its hiring managers originate from @reputed company.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website. Apply To This Job