Financial Analyst II
FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds:
high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1:
Position Summary This position will be responsible for the preparation of financial analysis. The individual will prepare recurring monthly reporting and support various finance projects and analyses. The projects include, but are not limited to, compilation and reporting of the annual budget and profitability studies for various business segments. Section 2:
Job Functions, Essential Duties and Responsibilities Excellent oral, written, and presentation skills and demonstrated confidence in explaining, defending and or challenging analytical findings. Well-developed interpersonal and team building skills. Strong analytical, project management and problem solving skills. Ability to learn quickly to understand key business unit drivers and business models. Partner with operational experts and build relationships within the business. Coordinate and execute analyses with cross-functional teams; create solutions, provide answers and think outside the box. Business maturity and presence to effectively interact with senior management. Execute annual planning and budgeting:
prepare critical analyses of financial projections and performance for ongoing business decisions. Create presentations to senior management to aid financial transparency. Ability to create financial models, conduct scenario analysis, understand and assess options. Demonstrated ability to lead project/work activities, drive process change & efficiencies, and manage multiple priorities simultaneously. Ability to prioritize tasks, work on multiple engagements and manage rapidly changing assignments in a team environment. Gain exposure to the company's most pressing challenges and strategic priorities, with an opportunity to drive outcomes through data-driven analysis. Supervision N/A Section 3:
Experience, Skills, Knowledge Requirements A bachelor's degree in Finance, Economics, or Accounting; MBA or advanced degree a plus. 5
years of professional experience in Finance with a successful track record in financial modeling and analysis. Advanced skills in Excel, Word, PowerPoint and Access. Advanced financial modeling and forecasting skills. Experience with Cognos TM1 or other ERPs a plus. Excellent analytical and quantitative skills. Detail oriented with strong technical writing, communication and presentation skills. Ability to work effectively with senior professionals across multiple business disciplines. Ability to work independently and exercise mature judgment. Good working knowledge of accounting and finance theories, practices, and regulations. We are proud to be an Equal Opportunity Employer At Ascensus, we aspire to make a difference for others. We are a technology-enabled 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--housed within our Core Values:
People Matter. Quality First. Integrity Always. As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.
Salary Range:
$80K -- $100K
Minimum Qualification
Corporate FinanceEstimated Salary: $20 to $28 per hour based on qualifications.
high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1:
Position Summary This position will be responsible for the preparation of financial analysis. The individual will prepare recurring monthly reporting and support various finance projects and analyses. The projects include, but are not limited to, compilation and reporting of the annual budget and profitability studies for various business segments. Section 2:
Job Functions, Essential Duties and Responsibilities Excellent oral, written, and presentation skills and demonstrated confidence in explaining, defending and or challenging analytical findings. Well-developed interpersonal and team building skills. Strong analytical, project management and problem solving skills. Ability to learn quickly to understand key business unit drivers and business models. Partner with operational experts and build relationships within the business. Coordinate and execute analyses with cross-functional teams; create solutions, provide answers and think outside the box. Business maturity and presence to effectively interact with senior management. Execute annual planning and budgeting:
prepare critical analyses of financial projections and performance for ongoing business decisions. Create presentations to senior management to aid financial transparency. Ability to create financial models, conduct scenario analysis, understand and assess options. Demonstrated ability to lead project/work activities, drive process change & efficiencies, and manage multiple priorities simultaneously. Ability to prioritize tasks, work on multiple engagements and manage rapidly changing assignments in a team environment. Gain exposure to the company's most pressing challenges and strategic priorities, with an opportunity to drive outcomes through data-driven analysis. Supervision N/A Section 3:
Experience, Skills, Knowledge Requirements A bachelor's degree in Finance, Economics, or Accounting; MBA or advanced degree a plus. 5
years of professional experience in Finance with a successful track record in financial modeling and analysis. Advanced skills in Excel, Word, PowerPoint and Access. Advanced financial modeling and forecasting skills. Experience with Cognos TM1 or other ERPs a plus. Excellent analytical and quantitative skills. Detail oriented with strong technical writing, communication and presentation skills. Ability to work effectively with senior professionals across multiple business disciplines. Ability to work independently and exercise mature judgment. Good working knowledge of accounting and finance theories, practices, and regulations. We are proud to be an Equal Opportunity Employer At Ascensus, we aspire to make a difference for others. We are a technology-enabled 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--housed within our Core Values:
People Matter. Quality First. Integrity Always. As a leading independent recordkeeping services partner, retirement plan third-party administrator, and government savings facilitator, we aim to hire associates who find pride in going to work every day knowing that they help more than 12 million people save for what matters.
Salary Range:
$80K -- $100K
Minimum Qualification
Corporate FinanceEstimated Salary: $20 to $28 per hour based on qualifications.
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