Ascensus · 5 days ago
Sr Financial Analyst, Financial Planning & Analysis
Dresher, PA
Full-time
Onsite
Mid, Senior Level
3+ years expAscensus is the leading independent technology and service platform powering savings plans across America. The Sr Financial Analyst will be responsible for financial analysis, including recurring monthly reporting and various projects related to budgeting and profitability studies.
ConsultingRetirementTraining
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
Research and document expense variances for monthly reporting
Assist business leaders with calculations and expense review for the Annual Operating Budget
Prepare board package reports for the annual Operating Budget
Ad hoc analysis as requested by senior finance leadership
Prepare business expense and profitability studies to assist business in pricing and expense decisions
Assist with other tasks and projects as assigned
Qualification
Required
Strong PC skills in Excel, Word, PowerPoint and Access
Experience with forecasting, budgeting and analysis
Meet deadlines as set by management
Able to successfully balance multiple projects concurrently
Strong written and verbal communication skills
Ability to handle multiple priorities
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
3+ years of accounting/finance work experience
Preferred
Cognos TM1 reporting experience a plus
Masters and/or CPA preferred
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
5001-10000 employees
H1B Sponsorship
Ascensus has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (7)
2023 (9)
2022 (23)
2021 (14)
2020 (19)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market
Leadership Team
Marc Mehlman
Chief Financial Officer
Marc Doucette
Regional Vice President
Recent News
2026-01-16
2025-10-09
Crowdfund Insider
2025-09-17
Company data provided by crunchbase