Financial Analyst, 529 Back Office - India

About the role

The Financial Analyst is responsible for QC and performing advanced operational and financial analysis functions for offshore 529 plan administration by leveraging Kofax and Unite. The Financial Analyst ensures accurate financial processing, workflow optimization, risk mitigation, and process improvements across daily transaction management and reporting environments.

What you'll do

• Responsible to Verify the Cheque scanned through Kofax system to create the Occurrence in Unite to match Expectation amount
• Analyze and review account activity, 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 on global offshore operations strategies

What you need

• 2–4 yrs of experience
• Excel
• Compliance
• Reporting
• Reconciliation
• Financial analysis
• Audit
• MBA