Sr. Financial Operations Analyst

CareerArc; Kansas City (MO); Hybrid; USD 65,000 - 85,000; Full time

Job summary

A financial services and healthcare technology company is seeking a Sr. Financial Operations Analyst in Kansas City. The role involves supporting business processes, providing client support, and identifying efficiencies. Candidates should possess strong attention to detail, customer service skills, and be familiar with transaction processing. This hybrid position offers flexibility and a range of employee benefits.

Benefits

401k Matching Program

Flexible Personal/Vacation Time Off

Medical and Dental Insurance

Discounts on fitness clubs

Qualifications

• Excellent attention to detail and accuracy.
• Strong interpersonal and customer service skill.
• Ability to work independently and in a team environment.

Responsibilities

• Identify efficiencies and value-added solutions.
• Provide daily customer support and develops documentation.
• Support client with annual initiatives including fiduciary fees.

Skills

Attention to detail

Customer service skills

Multi-tasking

Microsoft Excel

Job description

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.

Sr. Financial Operations Analyst

Locations: Kansas City, MO | Hybrid

Get To Know The Team

In this role you will demonstrate a solid knowledge of multiple vertical lines of business and help strengthen knowledge of business processes, internal systems/applications, software tools, customers’ business, and customer relationship skills.

Why You Will Love It Here!

• Flexibility: Hybrid Work Model & a 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

• 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

What You Will Bring

• 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.

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

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.