Financial Analyst, 529 Back Office - India
On-site · Hyderabad, Telangana, India
Job Summary
Financial Analyst for 529 Back Office in Hyderabad, India, responsible for QC and advanced operational/financial analysis for offshore 529 plan administration. Duties include verifying scanned cheques via Kofax to create occurrences in Unite, performing data reconciliations and exception resolution, preparing and optimizing operational, financial, and compliance reports, monitoring incoming requests in Kofax, supporting escalation workflows, collaborating with onshore and cross-border teams to standardize procedures, leading automation and process improvements using Kofax and Unite, supporting internal/external audits with documented analyses and controls, and ensuring confidential data handling. The role requires strong analytical/problem-solving skills, English communication, familiarity with MS Office, and adaptability to flexible hours and remote-work considerations; experience in US retirement industry is a plus. The posting notes emphasis on process improvement, risk mitigation, and adherence to core values, with night shifts based on business needs and a requirement for a reliable internet connection.
Required Qualifications
- MBA preferable from Finance background
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