Financial Analyst - Billing Specialist, Finance Operations - India

Hyderabad, Telangana

Financial Analyst - Billing Specialist, Finance Operations - India

  • Hyderabad, Telangana
  • Full time
  • Opening on: Sep 23 2025
  • In Office
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Position Purpose

This position is primarily responsible for the timely and accurate monthly invoicing of all plans and the processing of termination plans.

Role and Key Responsibilities

  • 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.
  • Prepare fee processing requests based on service and compensation agreement terms.
  • Handle special invoice and manual invoice requests.
  • Prepare and review partner level invoice (s), if applicable.
  • Reconcile any payments received by check and process to lockbox.
  • Review service agreements for final invoicing of recordkeeping, miscellaneous and termination fees.
  • Process internal conversions.
  • Prepare monthly wire and quarterly plan receivable reconciliations, if applicable.
  • Reconcile final payments prior to plan liquidations.
  • Request termination refunds.
  • Address & resolve internal and external (i.e. Alliance Partner) billing and Finance inquiries, including invoice and report requests.
  • Assist with updating address/phone changes, update billing systems as needed.
  • Create and maintain documents/procedures as needed to meet Sarbanes - Oxley requirements.
  • Perform other duties and special projects as assigned by management.

Education and Experience:

  • Graduate / Postgraduate in Finance/Accounting background
  • At least 1 year experience
  • Proven track record of working effectively in flexible work environment in a result-oriented approach
  • Wystar and Lawson experience preferred

Key Skills & Knowledge

  • Strong written and verbal communication skills and Good Problem solving and analytical skills
  • Should be a Self-Learner
  • Strong PC skills specifically with Excel. Access skills are a definite plus.
  • Flexibility in work culture (She/he should be flexible in Day/Night shift based on business requirement)
  • Basic understanding of accounting concepts and account reconciliations.
  • Strong problem-solving skills, along with an ability to quickly comprehend and analyze data.

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.

For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.


At Ascensus, we aspire to make a difference for others. We are a technology-enabled services company that helps people save for a better future 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.®


Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws (“Protected Status”).

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By providing my contact information to Ascensus, I agree that Ascensus or its service providers may email, call or send me text messages about career related opportunities.  I acknowledge that listing my cell phone number is not a condition of receiving any career updates.  By listing my cell phone number, I certify that it is accurate and that I own the rights to give consent to text the number provided.  Message and data rates may apply. For more information about Ascensus’ data privacy practices, please visit our Privacy Management page.

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Apply Now

Not You?

By providing my contact information to Ascensus, I agree that Ascensus or its service providers may email, call or send me text messages about career related opportunities.  I acknowledge that listing my cell phone number is not a condition of receiving any career updates.  By listing my cell phone number, I certify that it is accurate and that I own the rights to give consent to text the number provided.  Message and data rates may apply. For more information about Ascensus’ data privacy practices, please visit our Privacy Management page.

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