Financial Analyst, 529 Back Office - India

Overview

The Financial Analyst is responsible for quality control and advanced operational and financial analysis for offshore 529 plan administration. This role uses Kofax and Unite to ensure accurate financial processing, workflow optimization, risk mitigation, and continuous process improvements across daily transaction management and reporting environments.

Responsibilities

• Verify checks scanned through Kofax by creating an occurrence in Unite to match expected amounts.
• Analyze and review account activity to detect irregularities.
• Perform data reconciliations and resolve exceptions in Unite to maintain account and reporting integrity.
• Prepare, review, and optimize regular operational, financial, and compliance reports for leadership, surfacing trends and actionable insights.
• Monitor incoming requests in Kofax and support escalation workflows to resolve time-sensitive or high-impact items.
• Collaborate with onshore and cross-border teams to standardize procedures, communicate risks, and execute global offshore operations strategies.
• Recommend and lead automation and process improvements using capabilities within Kofax and Unite to reduce errors and streamline workflow.
• Support internal and external audits with well-documented analysis, reconciliation evidence, and operational controls.
• Protect, secure, and properly handle all confidential data to prevent unauthorized access, improper transmission, or unapproved disclosure of information that could result in harm to the organization or its clients.

Requirements

• Strong analytical and problem-solving skills with a process improvement mindset.
• Effective collaboration in global, cross-functional teams with clear communication in English.
• Comfort with regulatory requirements in global financial services delivery and strong documentation practices.
• Able to work flexible hours to align with onshore team requirements and business needs.
• Good verbal and written communication skills.
• Good typing skills and attention to detail.
• Good time management skills.
• Ability to work independently.
• Familiarity with MS Office applications, including Excel and Word.

Preferred Qualifications

• MBA, preferably from a Finance background.
• Experience in the US retirement industry for 2 to 4 years.
• Understanding of US 529 plan regulations and related financial services compliance (plus).

Work Schedule / Availability

• Open core night shifts based on business requirements.

Compensation & Benefits

• Not specified in the provided description.

Location

• Virtual/remote position (virtual workspace and connectivity requirements apply). Requirements:
  • Uninterrupted virtual workspace to avoid distractions during work hours.
  • Family care must be in place during business hours.
  • Internet work speed requirement of 25 Mbps or better for individual use.
  • If more than one person uses the same internet connection in the same household or building, a stronger connection is required.
  • For call center roles specifically: equipment must be hardwired directly to the internet router or the workstation must be in close proximity to the router.

Equal Opportunity

• Equal Opportunity Employer.

Fraud Notice

• Be aware of employment fraud. Employment-related communications originate from organization hiring channels; the organization will never ask applicants for payment or require purchase of equipment.