529 Business Intelligence Specialist

TITLE: 529 Business Intelligence Specialist

DUTIES: Apply knowledge of 529 and CSA plan mechanics, regulatory rules, and financial processing

to ensure compliant and accurate reporting. Identify and resolve data discrepancies and

unexpected system behavior. Manage end‑to‑end reporting cycles.Design data models,

queries, and governed analytics. Collaborate with engineering and product teams to enhance

data pipelines and support client-established standards. Communicate regulatory and

technical requirements to clients. Develop automation to replace manual reporting

processes and reduce turnaround time. Manage reporting requests, draft Jira epics and

stories, define requirements, and establish acceptance criteria. Document workflows, data

models, and quality control procedures.

SALARY: $105,00.00-$110,000.00 per year

SCHEDULE: 40 hours per week, Monday through Friday (9:00am-5:00pm)

LOCATION: 640 Freedom Business Center Drive, 2nd Floor, King of Prussia, PA, 19406

REQUIREMENTS: Bachelor’s degree, or the foreign equivalent, in Computer Science,

Information Systems, Product Design, or closely related. plus 3 years of

experience in product development in client-driven scenarios. Providing

and managing recon tooling for tracking activity anomalies at any point in

the processing life-cycle. Minimum 2 years of experience with 529 & CSA

plan mechanics, including financial processing rules, market cycles, and

program limitations. 3 years of experience with the following (which may

have been gained concurrently): SQL, Sigma/Tableau, Jira, Agile

methodology.

CONTACT: Michelle Grandison, Vestwell Holdings, Inc., 360 Madison Ave, 15 th Floor, New York, NY

10017