Sr Financial Analyst, Financial Planning - Dresher, PA
20 hours ago
Job description
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
Section 1: Position Summary
This position will be responsible for financial analysis including recurring monthly and quarterly reporting, as well as annual budget compilation. A strong background in accounting is preferred to ensure effective compliance with required reporting protocols. Additionally, provide administrative support of the FP&A planning and reporting system.
Section 2: Job Functions, Essential Duties and Responsibilities
- Responsible for 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.
- Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture.
- Prepare monthly and quarterly consolidated reporting for senior leadership.
- Prepare FP&A required quarterly compliance reporting.
- Prepare consolidated financial reporting used for quarterly board package reports and for the annual Operating Budget.
- Support the administration of the FP&A reporting and planning system.
- Ad hoc analysis as requested by senior finance leadership.
- Assist with other tasks and projects as assigned.
Section 3: Experience, Skills, Knowledge Requirements
- Strong PC skills in Excel, Word, PowerPoint and Access.
- Cognos TM1 reporting experience a plus.
- Experience with forecasting, budgeting and analysis.
- Meet deadlines as set by management.
- Able to successfully balance multiple projects and priorities
- Strong written and verbal communication skills.
- Ability to work independently as well as with a team in a fast-paced environment.
- Strong interpersonal skills with internal and external clients including senior management.
- Bachelor's degree in accounting/finance required, Masters and/or CPA preferred.
- 5+ years of accounting and finance work experience
We are proud to be an Equal Opportunity Employer
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from or 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.
Similar jobs
The Financial Planning & Analysis Analyst will deliver actionable insights to improve margins and support strategic decision-making.Maintain accurate product costing and reconcile variances between actual and standard costs. · Monitor COGS and inventory transactions to identify c ...
1 week ago
This position will be responsible for financial analysis including recurring monthly reporting as well as projects. · The projects include, but are not limited to, compilation and reporting of the annual budget and profitability studies for various business segments. · ...
3 weeks ago
This position will be responsible for financial analysis including recurring monthly and quarterly reporting, as well as annual budget compilation. A strong background in accounting is preferred to ensure effective compliance with required reporting protocols. · ...
1 week ago
This position will be responsible for financial analysis including recurring monthly and quarterly reporting as well as annual budget compilation. · A strong background in accounting is preferred to ensure effective compliance with required reporting protocols. · Additionallly pr ...
3 days ago
This position will be responsible for financial analysis including recurring monthly reporting as well as projects. The projects include compilation and reporting of the annual budget and profitability studies for various business segments. · ...
1 month ago
This position will be responsible for financial analysis including recurring monthly reporting as well as projects. · ...
1 month ago
This position will be responsible for financial analysis including recurring monthly and quarterly reporting as well as annual budget compilation. · ...
2 weeks ago
This position will be responsible for financial analysis including recurring monthly and quarterly reporting as well as annual budget compilation. · ...
3 days ago
This position will be responsible for financial analysis including recurring monthly and quarterly reporting as well as annual budget compilation. A strong background in accounting is preferred to ensure effective compliance with required reporting protocols. Additionally provide ...
2 weeks ago
Support Lincoln Investment's Financial Planning team by partnering with financial professionals and their clients to help them understand their financial circumstances and achieve their short- and long-term goals. · ...
4 weeks ago
The Associate Financial Planning Consultant will support Lincoln Investment's Financial Planning team by partnering with our Financial Professionals and their clients to help them understand their financial circumstances and achieve their short- and long-term goals. · Assist in c ...
1 month ago
The Manager of FP&A will determine financial strategy, implement performance metrics, and influence alignment of all financial planning and revenue operations. · This intersectional role will drive financial effectiveness by establishing planning and forecasting processes and imp ...
1 month ago
The Financial Planning & Analysis Intern at UGI Corporation will support the corporate FP&A team in financial forecasting, variance analysis, · ...
3 days ago
Navitas is looking for a Financial Planning & Analysis Analyst to be responsible for key aspects of the company's financial processes. · ...
3 weeks ago
Prestigious top ranked billion dollar institution has a unique opportunity for a Financial Planning & Analysis Lead to join its expanding team. · ...
1 month ago
Worker Type · Regular · Job Description · Summary · The Financial Planning & Analysis (FP&A) Analyst, Sr. prepares financial analysis, budgets, and forecasts. This is a senior level individual contributor role where one is responsible for developing analysis, projections and cond ...
4 hours ago
The Financial Planning & Analysis Intern at UGI Corporation will support the corporate FP&A team in financial forecasting, · variance analysis, · and reporting across UGI's diversified energy portfolio.Currently enrolled as college student pursuing a bachelor's degree in Finance, ...
3 days ago
Worker Type · Regular · Summary · Job Description · The Financial Planning & Analysis (FP&A) Analyst, Sr. prepares financial analysis, budgets, and forecasts. This is a senior level individual contributor role where one is responsible for developing analysis, projections and cond ...
1 hour ago
A financial planning and analysis analyst is responsible for key aspects of the company's financial processes. · ...
2 weeks ago
Prestigious top ranked billion dollar institution has a unique opportunity for a Financial Planning & Analysis Lead to join its expanding team. · This company is also well known for their exceptional bonus, work life balance, and benefits compensation plan. · ...
1 month ago