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

SS&C•Jacksonville, FL

4d•Hybrid

About The Position

SS&C is hiring a Financial Operations Analyst to support financial operations, client service, 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 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, prepares documentation, completes audits, and handles escalated issues of moderate scope by investigating root causes and determining appropriate actions within established practices. The position participates in project phases including initiation, requirements, design, testing, fund setup or conversion, and post-implementation support. It gathers client information, analyzes client needs, advises on suitable approaches, and works with internal support and technology teams to develop and implement solutions. The role also supports annual client initiatives, helps plan and improve business processes and systems, and uses systems and data to resolve business issues. It interfaces with internal and external management and coordinates with operations management on client issues related to processing and operations. The position is listed in Braintree, Massachusetts, or Kansas City, Missouri, with a hybrid designation.

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, listen perceptively to clients' needs, and provide timely solutions and responses.
Ability to manage multiple priorities, meet deadlines, and keep time-sensitive commitments.
Ability to obtain information, propose technical solutions that meet client needs, and confirm system requirements.
Ability to coordinate activities and enlist cooperation from others.

Responsibilities

Support new lines of business, business process improvements, risk reduction, cost savings initiatives, and best-practice identification.
Identify efficiencies and value-added solutions that may affect multiple lines of business and departments; assess possibilities, capabilities, and constraints, and recommend alternatives.
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 their needs, advise on approaches, and work with internal support and technology staff to develop and implement solutions.
Support annual client initiatives such as 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 internal and external management at various levels.
Coordinate with operations management regarding processing- and operations-related client issues.