Ascensus · 21 hours ago
Principal, Transformation Analytics & Value Realization
Charlotte, NC
Full-time
Onsite
Lead/Staff
$150K/yr - $170K/yr
10+ years expAscensus 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, where the role involves process optimization, data-driven insight generation, and strategic advisory to drive meaningful change across the organization.
ConsultingRetirementTraining
Responsibilities
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
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
Serve as a trusted advisor to senior leaders while actively contributing to execution
Qualification
Required
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
Preferred
Familiarity with ERISA, recordkeeping, and plan administration (preferred but not required)
Benefits
401(k) match
Medical
Dental
Vision
Paid-Time-Off
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
5001-10000 employees
H1B Sponsorship
Ascensus has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (7)
2023 (9)
2022 (23)
2021 (14)
2020 (19)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market
Leadership Team
Marc Mehlman
Chief Financial Officer
Marc Doucette
Regional Vice President
Recent News
2026-01-20
2026-01-16
Company data provided by crunchbase