Principal, Transformation Analytics & Value Realization

Responsibilities

• Strategic Framing & Hands-On Execution
• Partner with business leaders to define problems and shape outcomes using a consultative, data-informed approach.
• Personally execute end-to-end analyses, from hypothesis formulation to coding in R/Python and delivering actionable insights.
• Develop business cases and value realization frameworks that guide strategic investment decisions.
• Advanced Data Analysis & Insight Generation
• Perform hypothesis-driven analysis using R, Python, and SQL, not limited to Excel or BI tools.
• Apply statistical and machine learning techniques to uncover trends and performance drivers.
• Collaborate with AI/ML teams to integrate advanced analytics into decision-making
• Retirement Industry & Financial Services Expertise
• Financial Services Operations Experience (Required):
• Experience may come from direct operational roles or deeply embedded consulting engagements. Candidates must demonstrate a practical understanding of operational process flow, controls, core systems, data constraints, and operational risk tradeoffs.
• Retirement industry experience is highly preferred, including familiarity with ERISA, recordkeeping, and plan administration.
• In‑Scope Industry Experience (Examples)
• Relevant financial services experience may include:
• Retirement operations / recordkeeping, such as plan onboarding, distributions, money‑in processing, compliance testing, regulatory reporting, or trade, treasury, or investment services.
• Insurance operations, including policy administration, underwriting operations, or claims operations.
• Trust or asset management operations, including trust administration, custody, fund accounting, reconciliations, or client reporting.
• Financial services operations consulting involving hands‑on process redesign, operating model execution, or control rationalization.
• These environments share complex workflows, exception‑heavy processing, control requirements, and non‑clean operational data consistent with the challenges of this role.
• Cross-Functional Partnership
• Serve as a trusted advisor to senior leaders while actively contributing to execution.

Requirements

• 10+ years in management consulting or enterprise transformation, with proven ability to combine strategic framing and hands-on analytics.
• Advanced proficiency in R and Python for statistical modeling; SQL for data extraction.
• Experience designing and executing hypothesis-driven analyses from start to finish.
• Strong business case development and value realization expertise.
• Must have Financial Services experience; Retirement industry experience is highly preferred.
• Comfortable operating at both strategic and execution levels; able to influence executives while performing deep analytical work.
• 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 equipme

Benefits

Additional Information

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. We are seeking a strategic, analytical, and collaborative leader to join our Enterprise Transformation team as Principal, Transformation Analytics & Value Realization. This high-impact role blends process optimization, data-driven insight generation, and strategic advisory to drive meaningful change across the organization. This high‑impact role blends strategic thinking with hands‑on execution to deliver measurable transformation. The Principal will combine consulting expertise, deep analytics skills, and financial services operational knowledge to solve complex business challenges. Unlike advisory‑only roles, this position requires rolling up your sleeves to perform detailed analysis using R and Python, while maintaining a strategic lens to influence enterprise decisions.

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