Principal, Transformation Analytics & Value Realization
About The Position
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. Position Summary 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 retirement industry 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.
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.
Nice To Haves
- Familiarity with ERISA, recordkeeping, and plan administration (preferred but not required).
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 Must have Financial Services experience; Retirement industry experience is highly preferred, including familiarity with ERISA, recordkeeping, and plan administration.
- Cross-Functional Partnership Serve as a trusted advisor to senior leaders while actively contributing to execution.
Benefits
- 401(k) match
- Medical
- Dental
- Vision
- Paid-Time-Off
- Health Savings Account with employer contribution up to $1,100
- 401(k) & 529 college savings match programs
- Volunteer and charitable-giving programs
- Professional Development with in-house training and tuition reimbursement
- Generous reward programs
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What This Job Offers
Job Type
Full-time
Career Level
Principal
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
