About Ascensus Plan: We are the largest independent recordkeeping services partner, third-party administrator, and government and health savings facilitator in the United States.1 We’re also one of the savings plan industry’s leading providers of outsourced services. Our combination of purpose-built technology and deep expertise enables our partners to deliver industry-leading solutions that help people save for what matters: retirement, education, and healthcare. We support qualified retirement plans and Individual Retirement Accounts (IRAs) through partnerships with top financial institutions, banks, credit unions, and advisors.
About Ascensus (India) – We have great growth strategy and looking forward to development and achieve organization objectives. We are setting an Operations in Hyderabad and looking at growth prospects. We have loans and distributions, Compliance (DC) and Defined Benefit Process in India currently. We are also looking to grow in other departments as well.
Role Description:
- Complete a variety of tasks as per processes assigned within specified parameters of the client/admin/support team.
- Assign complete and accurate invoice coding in the MHC (Lawson interfacing) accounts payable system.
- Address client/advisor questions and requests for information related to billing for Fee Based plans, fee schedules, eligible/participant report counts and other plan related issues
- Perform monthly audits of all asset and non-asset-based invoices for accuracy and completeness.
- Reconcile fees for asset and non-asset-based plans to those fees listed in the service agreements.
- Perform other duties and special projects as assigned by management.
- Assist the Director of Financial Operations with developing and executing procedures to scale the Fee Based model for business growth.
- Identify the issues/problems related to processes if any and cascade to the respective team leads in state side.
- Preparing a monthly business report on processes performance against metrics
Candidate description:
Financial Senior Manager understanding of financial services industry, while focusing on 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.
Education and experience:
- Graduate / Postgraduate in Finance/Commerce, Accounting background
- MBA Finance
- At least 12 years’ experience in finance and leading teams
- Account Payable (AP) and Account Receivable (AP) experience. Additional experience on the Cash Apps and Billing/Invoicing will be good.
Skill Requirement:
- Good communication skills
- Good Problem solving and analytical skills
- Basic MS Office knowledge and good working knowledge of Excel
- Must be able to adapt the assignments quickly
- Flexibility in work culture (Example – She/he should be flexible in Day/Night shift based on business requirement)
Behavioral Attributes:
- Work independently and in a team environment
- Organizational and time management skills
- Ability to work in a deadline-oriented environment
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.
What We Do
Ascensus helps millions of people save for what matters—retirement, education, and healthcare. We’re also one of the savings plan industry’s leading providers of outsourced services. Our technology, market insights, and business knowledge enhance the growth and success of our partners, their clients, and savers.
Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. For more information, visit ascensus.com.
