Sr Financial Analyst, Financial Planning & Analysis

FuturePlan is the nation’s largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry’s largest in-house ERISA teams. Learn more at FuturePlan.com.

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 @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.