Financial Analyst II, Financial Planning & Analysis

Financial Analyst II, Financial Planning & Analysis

• Dresher, Pennsylvania
• Full time
• Opening on: Sep 29 2026
• Hybrid
• Ascensus

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Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.

Section 1: Position Summary

This position will be responsible for the preparation of financial analysis. The individual will prepare recurring monthly reporting and support various finance projects and analyses. The projects include, but are not limited to, compilation and reporting of the annual budget and profitability studies for various business segments.

Section 2: Job Functions, Essential Duties and 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 in calculations and expense review for the Annual Operating Budget.
• Assist in preparation of board package reports for the annual Operating Budget
• Assist with business profitability studies.
• Perform financial modeling and analysis as required.
• Prepare full year forecast of expense for various departments.
• Assist with other tasks and projects as assigned

Supervision

• N/A

Section 3: Experience, Skills, Knowledge Requirements

• Strong PC skills in Excel, Word, PowerPoint and Access.
• Cognos TM1 reporting experiences a plus.
• 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.
• Bachelor's degree in accounting/finance required, Masters and/or CPA preferred.
• 1+ years of accounting/finance work experience

We are proud to be an Equal Opportunity Employer

Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.