Financial Analyst - Compliance Testing
AI Summary
The Financial Analyst is responsible for performing compliance processes including loans, distributions, trust accounting, and valuation imports. They are also expected to train team members, monitor progress toward goals, and review processes to ensure high quality and productivity.
Candidates must hold a graduate or postgraduate degree in Finance or Accounting. The role requires strong analytical and communication skills, proficiency in MS Office, and the flexibility to work in day or night shifts.
Job Details
Key Skills
Roles & Responsibility:
- Responsible for performing various processes like loans, distributions, census, trust accounting, packaging, 5500, valuation imports based on the admin/client support team requirement.
- Should be responsible for training team members, setting strategy and monitoring progress towards goal.
- Complete a variety of tasks as per processes assigned within specified parameters of the client/admin/support team.
- Delivering the set expectations in terms of key business metrics like “productivity, volume count and quality”.
- Functions include – only processing the above-mentioned processes.
- Apart from processing, the team member should be able to “Review Process”.
- Ability to accurately process high volume within the specified time frame.
- Identify the issues/problems related to processes if any and cascade to the respective team lead.
Education and experience:
- Graduate / Postgraduate in Finance/Accounting background
- Proven track record of working effectively in flexible work environment in a result-oriented approach
Skill Requirement:
- Should have communication skills, Problem solving and analytical skills
- Basic MS Office knowledge and preference to good working knowledge of Excel
- Must be able to adapt the assignments quickly
- Flexibility in work culture (She/he should be flexible in Day/Night shift based on business requirement)
- Good Knowledge in Reconciliation concepts
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About Ascensus
Ascensus is a leading provider of recordkeeping and administration services, helping millions save for their future through innovative technology and expert support.