Financial Operations Analyst - PA-WFP-Q2-2006-R002

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: Financial Operations Analyst

Locations: Braintree, MA | Kansas City, MO (Hybrid)

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 

• Perform activities in support of new lines of business, business process improvements, risk reduction or cost savings initiatives, best practice identification, etc.
• Identify efficiencies and value-added solutions that could impact multiple lines of business and departments; analyzes possibilities, capabilities, and constraints; and recommends alternative business solutions.
• Provide daily and ad hoc customer support, develops documentation, and completes audits.
• Accept escalated issues and works on problems of a moderate scope; analyzes root cause, understands the impact and scope of the problem, and applies judgment within defined practices to determine the appropriate action.
• Participate in the initiation, requirements, design, testing, fund setup/conversion, and post-implementation support phases of a project.
• Obtain all necessary information from client.
• Analyze client needs, provide information and advice regarding best approach and work with internal support and technology staff to develop and implement appropriate solutions.
• Support client with annual initiatives including fiduciary fees, mailings, master history purges, dead fund purges, small balance account liquidations, etc.
• Help plan and design business processes and make recommendations and changes in order to improve and support business systems and activities
• Utilize systems and data to resolve business issues in the most effective and productive manner.
• Interface with various levels of management both internally and externally
• Work with operations management to relay processing/operations-related client issues.

Required Experience

• Excellent attention to detail and accuracy and strong multi-tasking skills
• Computer experience (Word, Excel, Microsoft Outlook)
• Interpersonal and customer service skill
• Ability to work independently as well as in a team environment
• Knowledge of transaction processing and mutual fund industry and transfer agent operations.
• General knowledge of SS&C AMS systems and reporting capabilities
• Ability to persuade others and manage conflict effectively
• Strong service orientation
• Ability to ask probing questions and be perceptive in listening to clients’ needs in order to provide timely solutions and responses
• Ability to handle multiple priorities, meet deadlines, and keep time sensitive commitments.
• Ability to obtain information and propose technical solutions that meet the client’s need and confirm system requirements.
• Adept at coordinating activities and enlisting cooperation from others.

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. Massachusetts: The expected base salary for the position is between $54,000.00 USD to $85,791.15 USD.

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.