Financial Analyst, Compliance Testing
Ascensus
About the Role
The Financial Analyst - Compliance Testing role at Ascensus involves performing various compliance-related processes, training team members, and monitoring progress towards goals.
Key Responsibilities
- Perform processes including loans, distributions, census, trust accounting, packaging, 5500, and valuation imports based on admin/client support team requirements.
- Train team members, set strategy, and monitor progress towards goals.
- Complete assigned tasks within specified client/admin/support team parameters.
- Deliver on key business metrics such as productivity, volume count, and quality.
- Review processes and accurately process high volumes within specified timeframes.
- Identify and report process-related issues or problems to the respective team lead.
Requirements & Tech Stack
- Basic MS Office knowledge
- Preference for good working knowledge of Excel
Qualifications
- Graduate / Postgraduate in Finance/Accounting background.
- Proven track record of working effectively in a flexible, result-oriented environment.
- Communication skills
- Problem-solving skills
- Analytical skills
- Ability to adapt to assignments quickly.
- Flexibility in work culture (ability to work Day/Night shifts based on business requirements).
- Good knowledge in Reconciliation concepts.