Question
FULL_TIME
2-5

Analyst, WFM

1/7/2026

The analyst will be responsible for downloading data from systems and mapping it according to requirements. They will also develop and implement strategies to achieve organizational goals and lead teams to promote efficiency.

Working Hours

40 hours/week

Company Size

5,001-10,000 employees

Language

English

Visa Sponsorship

No

About The Company
Ascensus is a market-leading enabler of tax-advantaged savings—providing technology, services, and expertise that helps millions save for a better today and tomorrow. We’re also a premier savings program service provider, third-party administrator, and government savings facilitator. Our platforms, industry knowledge, and data-based insights enhance the growth and success of our partners, their clients, and savers. The company’s brands include Ascensus; Newport, an Ascensus company; and FuturePlan by Ascensus. For more information, visit ascensus.com. Read our Corporate Disclosures at https://www.ascensus.com/corporate-disclosures/.
About the Role

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.

 

Key responsibilities:

  • MIS Advance Excel Knowledge Required.

  • Ability to be highly organized with an emphasis on accuracy and timeliness.

  • candidate should have good knowledge wrt MIS reporting, formulas, pivot table, H and V lookup, visual basic and macros is an added advantage should have high level of integrity.

  • Strong verbal and communication skills to work with peers is a must.

  • Downloading Data from Systems and mapping the same as per the requirement

  • Candidate should be excellent with Advanced Excel, Power BI, power point presentation.

  • Must have an experience in Advanced Excel with working experience in MS Excel

  • Ability to work fast with accuracy

  • Develop and implement strategies to achieve organizational goals.

  • Lead and motivate teams to promote efficiency and effectiveness.

  • Proficient in MS OFFICE especially in MS EXCEL & MS POWER POINT with excellent typing speed

  • Data transformation techniques in Power Bi, Power Query ( ETL concepts)

  • Dashboard building in power BI –

  • Knowledge on Python, R-studio, and Alteryx

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.

Key Skills
Advanced ExcelPower BIPower PointMIS ReportingData TransformationDashboard BuildingVisual BasicMacrosPythonR-StudioAlteryxCommunication SkillsOrganizational SkillsIntegrityTeam LeadershipETL Concepts
Categories
Data & AnalyticsTechnologyManagement & Leadership
Benefits
Paid Time OffMedicalDental & Vision BenefitsHealth Savings Account401(k) & 529 College Savings Match ProgramsVolunteer and Charitable-Giving ProgramsBusiness Casual Dress
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