Senior Manager, Financial Analysis

SS&C Technologies; New York (NY); Hybrid; USD 115,000 - 160,000; Full time

Job summary

Join a leading financial services and healthcare technology company as a Senior Manager in Financial Analysis. This role offers the opportunity to work in a hybrid environment, where you'll collaborate across business units to design data models, create forecasts, and analyze trends. You'll play a crucial role in providing insights to sales leadership and driving new revenue opportunities. With a focus on work-life balance and professional development, this innovative firm is committed to fostering a supportive workplace culture. If you're passionate about financial analysis and eager to make an impact, this position is perfect for you.

Benefits

401k Matching Program

Professional Development Reimbursement

Flexible Personal/Vacation Time Off

Medical, Dental, Vision

Employee Assistance Program

Parental Leave

Discounts on fitness clubs and travel

Business Casual Dress Code

Qualifications

• 4-6 years’ experience in Financial Analyst or related role.
• Ability to analyze large data sets and create financial models.

Responsibilities

• Generate forecasts and analyze sales trends.
• Create financial models for business planning decisions.
• Manage data collection and develop analytics.

Skills

Microsoft Excel

Data Analysis

Financial Modeling

Data Visualization (Tableau, PowerBI)

Communication Skills

Organizational Skills

Problem Solving

Project Management

Education

Bachelor's degree in Accounting or Finance

Tools

Tableau

PowerBI

Job description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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

Senior Manager, Financial Analysis

Locations: New York | Hybrid

Get to Know Us:

This role will assist in the planning and analysis of the revenue organization at SS&C. You will work across all business units to design and build data models, create forecasts, analyze trends to provide insights to sales leadership, and work within a fast-paced team.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
• Your Future: 401k Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get to Do:

• Generates forecasts and analyzes trends in sales, business, and marketing
• Creates financial models of “what if” scenarios for future business planning decisions related to driving new revenue for the organization
• Analyze profitability of clients to identify areas for improvement and new sales opportunities
• Develop and track metrics related to salesperson ROI
• Manage collection, production, and distribution of various sales and client data to develop analytics
• Work within the database and visualization tools to build new analytics and reports (end-user, no coding required)
• Work across various business units to collect data, with an understanding of trends and context
• Ability to lead complex or high profile projects that require a broad perspective, conceptual thinking, and in-depth analysis to identify solutions and make recommendations
• Assist in the production of presentation decks for senior management
• Assist in the design and execution of strategic transformation projects within the sales organization
• Responsible for data quality and maintenance
• Create and maintain documentation analysis tasks
• Assist in additional project work as needed
• Accountable for completing task assignments and meeting deadlines with quality deliverables
• Quickly learn new technologies to effectively execute responsibilities

What You Will Bring:

• Bachelor's degree, preferably in Accounting, Finance or related field
• Ability to quickly read and understand profit-and-loss income statements
• Experience working with large data sets
• Advanced expertise with Microsoft Excel
• Experience with data visualization tools such as Tableau or PowerBI preferred
• Analytical approach to problem solving
• Exceptional written and verbal communication skills
• Outstanding organization and prioritization skills
• Demonstrated ability to successfully accomplish responsibilities in high-pressure, high-workload environment to meet deadlines
• Ability to effectively manage time, prioritize tasks and work within deadlines with little supervision
• Ability to form effective working relationships with senior executives and sales leadership
• Comfortable presenting to large groups and senior leadership teams
• Superior attention to detail
• Sound marketing / sales instincts
• 4-6 years’ experience working in Financial Analyst or related role

Thank you for your interest in SS&C! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corporate website @ www.ssctech.com/careers.

#LI-HW1 #LI-HYBRID

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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

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.

Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions. NY: Salary range for the position: 115,000 USD to 160,000 USD.