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Financial Operations Analyst - PA-BAS_Q1_004

SS&C Technologies
United Statesfull_timeVerifiedPosted 11 Feb 2026

About the role

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

Financial Operations Analyst

Locations: Braintree, MA | Kansas City, MO - Hybrid

Get To Know Us:

SS&C is leading the way.  We continue to look for todays and tomorrow’s brightest talent, those that embody a spirit to improve not only their lives, but those around them. From college students to seasoned and experienced professionals, we encourage you to apply. SS&C prides itself on hiring diverse, honest, dynamic individuals, who value collaboration, accountability, and innovation to name a few. 

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.

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! If applicable, to further explore this opportunity, please apply directly with us through our Careers page on our corpor

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Company

SS&C Technologies

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