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Ascensus
Financial AnalystAscensus • Lake Mary, FL
No longer accepting applications
Financial Analyst

Financial Analyst

Ascensus • Lake Mary, FL
30+ days ago
Job type
  • Full-time
Job description

Job Functions

, Essential Duties and Responsibilities

  • Works closely with Senior Consultants to provide sophisticated plan modeling and funding solutions for non-qualified benefit plans, including, but not limited to deferred compensation and supplemental executive retirement plans.
  • Develops and maintains relationships with insurance carriers who offer products in the non-qualified benefit plan marketplace and works to gain a thorough understanding of the various products and their applications to our clients.
  • Utilizes insurance carrier software and internal programs to prepare accurate financial modeling for new and existing non-qualified executive benefit clients.
  • Provides detailed modeling assumptions, analysis, recommendation and follow-up analysis on a timely basis.
  • Participates in special projects to enhance productivity/efficiency and our suite of non-qualified services.
  • Responsible for protecting, securing, and proper handling of all confidential data held by Newport to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
  • At Ascensus we are guided by our Core Values of People Matter, Quality First and Integrity Always®. They inspire us every day to prioritize an environment of respect for those we serve and one another and should be visible in actions on a day-to-day basis showing support of our organizational culture.

Supervision

  • N/A

Section 3: Experience, Skills, Knowledge Requirements

  • Bachelor's degree in Finance, Economics, or Mathematics
  • 0 to 3 years of retirement services industry (or comparable) experience
  • Proficient in use of Microsoft Office programs, especially Excel
  • Ability to learn multiple insurance carrier software programs
  • Strong analytical and problem-solving skills; detail-oriented
  • Strong written and oral communication skills
  • Strong organizational skills
  • Self-motivated and capable of initiating action
  • Ability to collaborate with others and adapt to change
  • Ability to work on multiple projects concurrently and adjust to change in priorities
  • Ability to work under pressure in a very fast paced environment
  • Provides regular, reliable and punctual attendance
  • TRAVEL: Up to 5%.
  • OTHER DUTIES: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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Financial Analyst • Lake Mary, FL

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