Qureos Mentor

Ascensus

<div>We are a technology-enabled financial services company that helps people save for retirement, education, and healthcare through our network of institutional, financial advisor, and state partners. Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity&mdash;housed within our Core Values: People Matter. Quality First. Integrity Always.&reg;
Position Purpose: This position is primarily responsible to perform quality check for the accounts payable and receivable process in HRO benefits domain (Preferable USA Geography).
Role and KEY RESPONSIBILITIES<ul>
<li>
Handle Quality check as per the checklist and ensuring high accuracy.</li>
<li>Maintaining bookkeeping databases and spreadsheets and updating information as needed</li>
<li>Research and obtain further information for incomplete documents.</li>
<li>Review data for deficiencies or errors, correct any incompatibilities if possible and check output</li>
<li>collecting and entering data in databases and maintaining accurate records of valuable company information.</li>
<li>Our ideal candidate has essential data entry skills, like fast typing with an eye for detail and familiarity with spreadsheets and online forms.</li>
<li>Generate reports, store completed work in designated locations and perform backup operations.</li>
<li>Keep information confidential.</li>
<li>Respond to queries for information and access relevant files.</li>
<li>Comply with data integrity and security policies.</li>
<li>Ensure proper use of office equipment and address any malfunctions</li>
<li>Create and maintain documents/procedures as needed to meet the process requirements.</li>
<li>Handle calls from customers or clients and provide them with a solution to their queries.</li>
<li>Must discuss every matter with its supervisor or team leader to get any issue sorted.</li>
<li>Giving a resolution to the customers or clients should be the whole and sole responsibility.</li>
<li>Must efficiently set goals and work on, so as to avoid any escalations and maintain the relevancy and quality while providing service to the customers.</li>
<li>Work with stakeholders to develop and implement a smooth and efficient transition plan.</li>
<li>Perform other duties and special projects as assigned by management.</li>
</ul>
Education and experience:<ul>
<li>
Graduate / Postgraduate in Finance/Accounting background</li>
<li>Proven track record of working effectively in flexible work environment in a result-oriented approach.</li>
<li>Accomplished in developing and recommending strategic plans and actions.</li>
<li>Strong performance management background with demonstrated experience in quantitative and qualitative evaluation methods, e.g., benchmarking.</li>
<li>Strong understanding of Microsoft Excel and Word</li>
<li>Experience of 5-8 years, with Accounts payable and Accounts receivable, preferable work experience in US Retirement and saving domain additional advantage.</li>
</ul>
Key Skills &amp; Knowledge<ul>
<li>
Strong written and verbal communication skills and Good Problem solving and analytical skills.</li>
<li>Should be a Self-Learner</li>
<li>Strong PC skills specifically with Excel. Access skills are a definite plus.</li>
<li>Flexibility in work culture (She/he should be flexible in Day/Night shift based on business requirement)</li>
<li>FP&amp;A or HRO Domain experience desired</li>
<li>Strong problem-solving skills, along with an ability to quickly comprehend and analyze data.</li>
</ul>
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.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.</div>

Senior Financial Analyst - India

<div>Roles &amp; Responsibility:<ul>
<li>
Complete a variety of tasks as per processes assigned within specified parameters of the client/admin/support team.</li>
<li>Responsible for performing various processes like loans, distributions, census, trust accounting, packaging, 5500, valuation imports based on the admin/client support team requirement.</li>
<li>Functions include &ndash; only processing the above-mentioned processes.</li>
<li>Delivering the set expectations in terms of key business metrics like &ldquo;productivity, volume count and quality&rdquo;.</li>
<li>Apart from processing, the team member should be able to &ldquo;Review Process&rdquo;.</li>
<li>Ability to accurately process high volume within the specified time frame.</li>
</ul>
Candidate description:
Associate Financial analyst requires should possess brief understanding of Financial services industry, specifically focusing on 401(K) plan administration, should be avid learner willing to adapt and work in a team environment.
Education and experience:<ul>
<li>
Graduate / Postgraduate in Finance/Accounting background</li>
<li>Proven track record of working effectively in flexible work environment in a result-oriented approach</li>
</ul>
Skill Requirement:<ul>
<li>
Good communication skills</li>
<li>Good Problem solving and analytical skills</li>
<li>Basic MS Office knowledge and preference to good working knowledge of Excel</li>
<li>Must be able to adapt the assignments quickly</li>
<li>Self-Learner</li>
<li>Flexibility in work culture (Example &ndash; She/he should be flexible in Day/Night shift based on business requirement)</li>
<li>Good Knowledge in Reconciliation Concepts</li>
</ul>
Behavioral Attributes:
<ul><li>Work independently and in a team environment</li>
<li>Organizational and time management skills</li>
<li>Ability to work in a deadline-oriented environment</li>
</ul><div></div>
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.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.</div>

Associate Financial Analyst, Defined Contribution

Join Ascensus and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Ascensus

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Senior Financial Analyst - India

Associate Financial Analyst, Defined Contribution