SS&C Technologies · 1 day ago
Sr. Financial Operations Analyst
Kansas City, MO
Full-time
Hybrid
Senior LevelSS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. The Sr. Financial Operations Analyst will support new lines of business, improve business processes, and provide customer support while collaborating with various teams to enhance operational efficiency.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Responsibilities
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
Assists with daily operation tasks of Financial Operations Representative II (S2) and Financial Operations Representative III (S3) roles
Qualification
Required
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
Benefits
401k Matching Program
Professional Development Reimbursement
Flexible Personal/Vacation Time Off
Sick Leave
Paid Holidays
Medical
Dental
Vision
Employee Assistance Program
Parental Leave
Discounts on fitness clubs, travel and more!
Company
SS&C Technologies
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial
Founded in 1986
10001+ employees
H1B Sponsorship
SS&C Technologies 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 (105)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)
Funding
Current Stage
Public CompanyTotal Funding
$750M2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO
Leadership Team
Anthony Caiafa
Global CTO / CIO
Brian Schell
Executive Vice President and Chief Financial Officer
Recent News
Business Wire
2025-12-03
2025-11-25
MarketScreener
2025-11-25
Company data provided by crunchbase