Follow Us


image for Ascensus job detail page
Share this post

Apply Now    

Financial Analyst

Location:Newton, MA
Level:Full Time
Category: Finance


Section 1: Position Summary

This position will be responsible to assist with the preparation of financial analysis for the Ascensus College Savings division.  The individual will generate recurring monthly reporting and support various finance projects and analyses. The individual will sometimes be required to explain complex financial subjects to non-financial staff.   The projects include, but are not limited to, compilation and reporting of the annual budget, cost benefit analysis, and profitability studies for various business segments. This position requires an accounting or finance degree and strong spreadsheet skills. 

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 and distribute monthly departmental expense results.
  • Research variance questions from department managers.
  • Prepare monthly revenue and transaction tracking reporting.
  • Assist in compilation and distribution of Monthly Reporting Packages to Sr Leadership
  • Assist with business profitability studies. 
  • Assist with compilation and report preparation of the annual Operating Budget.
  • Meet deadlines as set by management.
  • Able to successfully balance multiple projects concurrently.
  • Perform financial modeling and analysis as required.


  • N/A

Section 3:  Experience, Skills, Knowledge Requirements

  • Bachelor’s degree in accounting or finance required.
  • Strong skills in Excel, Word, PowerPoint and Access.
  • Knowledge of financial modeling a plus.
  • Cognos TM1 reporting experience a plus.
  • Strong written and verbal communication skills.
  • Strong interpersonal skills
  • Ability to handle multiple priorities and meet deadlines.
  • High attention to detail
  • Ability to work independently as well as with a team in a fast-paced environment.

We are proud to be an Equal Opportunity Employer

Ascensus is a place to have a career, not just a job. As the largest US independent retirement and college savings services provider, we put our focus on people.  Our culture is guided by sound principles, is committed to high standards, operates with transparency, and welcomes diversity. When you join our team, you get to go to work every day knowing that you help over 6 million Americans save for retirement and college.


Ascensus is an Equal Opportunity Employer and does not discriminate on the basis of race, color, creed, national origin, ancestry, religion, age, citizenship, sex, marital or veteran status, disability or handicap, sexual orientation or any other basis prohibited by applicable law. Ascensus also takes affirmative action to employ, and advance in employment, qualified women, minorities, and covered veterans. Ascensus also makes reasonable accommodations for qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state laws


Apply Now    

What makes any career at Ascensus so rewarding?

  • Collaborative, idea-sharing environment
  • Professional development
    • In-house training
    • Tuition reimbursement
  • Generous reward programs
  • Paid time off (additional purchase plan)
  • Medical, dental & vision benefits
  • Health savings account (employer contribution up to $1,100)
  • 401(k) & 529 match programs
  • Volunteer/charitable-giving programs
  • Business casual dress
Powered by SmashFly