Associate Director, Client Financial Reporting

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Job Title: Associate Director, Client Financial Reporting

Locations: Denver, CO (hybrid)

 

About the Role

The Associate Director, Client Financial Reporting will lead a team responsible for the accurate and timely preparation and delivery of financial reports for SS&C Technologies' diverse client base. This role involves overseeing reporting processes, ensuring compliance with relevant regulations and client specific requirements, and acting as a key point of contact for complex reporting inquiries.

 

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.

 

You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.

 

How You Will Make an Impact 

• Manage and mentor a team of financial reporting professionals, fostering a collaborative and high-performance environment.
• Oversee the end-to-end production of client financial reports, including but not limited to, quarterly statements, annual reports, and ad-hoc financial analyses.
• Ensure the accuracy, completeness, and timely delivery of all client financial reporting packages.
• Review and approve financial reports prepared by the team, ensuring adherence to client specific requirements, accounting standards (e.g., GAAP, IFRS), and regulatory guidelines.
• Act as a subject matter expert on financial reporting matters, providing guidance and support to clients and internal teams.
• Collaborate with internal stakeholders, including fund accounting, operations, and technology teams, to streamline reporting processes and resolve issues.
• Identify and implement process improvements to enhance efficiency, accuracy, and client satisfaction in financial reporting.
• Lead client onboarding and transitions related to financial reporting requirements.
• Stay abreast of industry best practices, regulatory changes, and accounting pronouncements relevant to client financial reporting.
• Participate in client meetings and presentations to discuss financial reporting matters and build strong client relationships.
• Handle complex client queries and escalations related to financial reports.

 

Required Experience

• Bachelor's degree in Accounting, Finance, or a related field
• 8+ years of progressive experience in financial reporting within the asset management or financial services space
• Strong understanding of various investment vehicles (e.g., mutual funds, hedge funds, private equity) and their associated reporting requirements
  In-depth knowledge of accounting principles (GAAP, IFRS) and regulatory reporting standards
• Proven ability to manage and motivate a team, delegate tasks effectively, and foster professional development
• Excellent analytical, problem-solving, and organizational skills with meticulous attention to detail
• Strong communication (written and verbal) and interpersonal skills, with the ability to interact professionally with clients and internal stakeholders at all levels
• Proficiency in financial reporting software and tools
• Ability to work effectively under pressure and manage multiple priorities in a fast-paced environment
• Demonstrated ability to drive process improvements and adapt to changing business needs

 

What Sets You Apart

• CPA or CFA designation preferred
• Experience with SS&C products is a plus

Join SS&C, where innovation meets global opportunities. Click here to apply.

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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

 

 

Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location. Colorado: The expected base salary for the position is between $85,000 USD to $160,000 USD. In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.

Applications will be accepted on an ongoing basis until the position is filled.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.