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

SS&C Technologies•Kansas City, MO

7d•Hybrid

About The Position

SS&C is hiring a Financial Operations Analyst to support financial operations, client needs, and business improvement initiatives. The role contributes to new lines of business, process improvements, risk reduction, cost savings, and identification of best practices. It identifies potential efficiencies and value-added solutions across business lines and departments, assesses possibilities and constraints, and recommends alternative business solutions. The analyst provides daily and ad hoc customer support, develops documentation, completes audits, and handles escalated issues of moderate scope by investigating root causes and determining appropriate actions within defined practices. The role participates throughout project phases, including initiation, requirements, design, testing, fund setup or conversion, and post-implementation support. It obtains information from clients, analyzes their needs, advises on appropriate approaches, and collaborates with internal support and technology staff to develop and implement solutions. The position also supports clients with annual initiatives such as fiduciary fees, mailings, master history purges, dead fund purges, and small balance account liquidations. It helps plan and improve business processes and systems, uses systems and data to resolve business issues, interfaces with internal and external management, and communicates processing- and operations-related client issues to operations management. The position is listed in Braintree, Massachusetts, or Kansas City, Missouri, with a hybrid work arrangement.

Requirements

Excellent attention to detail and accuracy, with strong multitasking skills.
Computer experience with Word, Excel, and Microsoft Outlook.
Interpersonal and customer service skills.
Ability to work independently and in a team environment.
Knowledge of transaction processing, the 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 listen perceptively to clients’ needs 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 client needs and confirm system requirements.
Skill in coordinating activities and enlisting cooperation from others.

Responsibilities

Perform activities supporting new lines of business, process improvements, risk reduction, cost savings initiatives, and best-practice identification.
Identify efficiencies and value-added solutions across business lines and departments; analyze possibilities, capabilities, and constraints; and recommend alternative business solutions.
Provide daily and ad hoc customer support, develop documentation, and complete audits.
Accept escalated issues, analyze root causes and impacts, and determine appropriate actions within defined practices.
Participate in project initiation, requirements, design, testing, fund setup or conversion, and post-implementation support.
Obtain necessary information from clients; analyze client needs; advise on the best approach; and collaborate with internal support and technology staff to develop and implement solutions.
Support client annual initiatives, including fiduciary fees, mailings, master history purges, dead fund purges, and small balance account liquidations.
Help plan and design business processes and recommend or implement changes to improve and support business systems and activities.
Use systems and data to resolve business issues effectively and productively.
Interface with management at various levels, internally and externally.
Communicate processing- and operations-related client issues to operations management.