Principal, Transformation Analytics & Value Realization

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.

Key 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):
• Financial services operations experience means hands-on experience working in, or materially transforming, core operational processes within a regulated financial services environment. This includes transaction-driven work, exception handling, control and audit considerations, and direct impact on client outcomes.
• 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.

Qualifications

• 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.

The national average salary range for this role is $150-$170k in base pay, exclusive of any bonuses and benefits.This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.


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.


For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.

Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").