Financial Operations Associate

SS&C • Kansas City, MO

12h • Hybrid

About The Position

The Financial Operations Analyst facilitates money movement for clients, reconciles client bank accounts, and researches exception items for various fund companies. The role is part of a close-knit, collaborative team and offers opportunities for growth and advancement. The position is hybrid in Denver, Colorado, or Kansas City, Missouri, and requires working onsite at least six days per month. Working hours are 8:00 a.m. to 5:00 p.m. Central Time.

Requirements

• Bachelor’s degree or equivalent experience.
• At least two years of experience in financial services, banking, reconciliation, accounting, or a related area.
• Proficiency in Excel.
• Ability to communicate clearly and effectively, verbally and in writing.
• Attention to detail and ability to trace problems to their source and see resolution through to completion.
• Self-motivation, ownership of issues, ability to recommend solutions, and appropriate application of relevant procedures.
• Willingness to work onsite at least six days per month and from 8:00 a.m. to 5:00 p.m. Central Time.

Responsibilities

• Perform reconciliation and share/cash reporting.
• Enter and release wires in various banking systems and perform other team functions.
• Conduct quality control of manual outgoing wires.
• Serve as an escalation point for more complex functions.
• Follow workflow priorities and ensure processing standards and client needs are met.
• Audit work performed to conduct quality checks.
• Develop and implement process improvements.
• Minimize open items by conducting root-cause and trend analysis and working with internal teams to reduce or eliminate recurrence.
• Document processes and procedures.
• Train and guide associates on the direct team by sharing job knowledge and best practices.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k) plan with company match
• Paid time off
• Paid holidays
• Parental leave
• Professional development reimbursement opportunity
• Potential annual discretionary bonus and/or equity awards, such as restricted stock units or stock options, subject to individual and business performance and company discretion

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level