Financial Operations Associate

Posted 2 Days Ago
Be an Early Applicant
2 Locations
Hybrid
45K-105K Annually
Junior
Fintech • Software
The Role
Facilitates client money movement, reconciles bank accounts, processes and quality-checks wires, researches exceptions, and performs share and cash reporting. The role audits work, analyzes root causes and trends, improves processes, documents procedures, and supports team training. Candidates must have financial services or accounting experience, Excel proficiency, strong communication skills, and close attention to detail. The position is hybrid in Denver or Kansas City, with at least six onsite days monthly and Central Time hours.
Summary Generated by Built In

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 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


Title: Financial Operations Analyst


Location:  Denver, CO or Kansas City, MO (hybrid)


About the Role 

This person will facilitate money movement for clients, reconcile client bank accounts, and research exception items for various fund companies.  This is an opportunity to be part of a close knit, collaborative, fun team with numerous opportunities for growth and advancement. Must be willing to work on site at least 6 days/month and the hours of 8 AM – 5 PM Central Time


Why Join SS&C  

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. 


You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments. 


How You Will Make an Impact   

  • Responsible for reconciliation, share/cash reporting, entering/releasing wires in various banking systems and other team functions.
  • Quality control of manual outgoing wires
  • Will be escalation point for more complex functions.
  • Follows workflow priorities and ensures all processing standards and client needs are met.
  • Performs quality checks by auditing work performed.
  • Develops and implements process improvements.
  • Minimizes open items by conducting root cause/trend analysis and works with internal teams to reduce/eliminate recurrence. 
  • Documents processes and procedures.
  • Trains and guides associates within direct team by sharing job knowledge and best practices

Required Experience  

  • Bachelor’s degree or equivalent experience. 
  • Must have 2+ years experience in financial services, banking, reconciliation, accounting etc.
  • Excel proficiency.
  • Ability to communicate clearly and effectively, both verbally and in writing. 
  • Attention to detail and ability to trace problems to their source and see resolution through to completion. 
  • Successful colleagues are self-motivated, take ownership of issues, recommend solutions, and appropriately apply relevant procedures.
  • Must be willing to work on site at least 6 days/month and the hours of 8 AM – 5 PM Central Time. 

Join SS&C, where innovation meets global opportunities. Click here to apply.  


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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 Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location. Colorado: The expected base salary for the position is between $45,000 USD to $105,000 USD. In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.

Applications will be accepted on an ongoing basis until the position is filled.

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.

Skills Required

  • Bachelor's degree or equivalent experience
  • 2+ years of experience in financial services, banking, reconciliation, accounting, or a related field
  • Proficiency with Excel
  • Clear and effective verbal and written communication skills
  • Attention to detail and ability to trace problems to their source through resolution
  • Self-motivation, ownership of issues, solution recommendation, and ability to apply relevant procedures
  • Willingness to work onsite at least 6 days per month
  • Availability to work 8 AM to 5 PM Central Time

SS&C Technologies Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SS&C Technologies and has not been reviewed or approved by SS&C Technologies.

  • Leave & Time Off Breadth — Leave policies are described as generous, including flexible or unlimited vacation and broadly positive views of PTO as a meaningful part of the overall package.
  • Retirement Support — Retirement benefits are positioned as a notable strength, with repeated references to a 401(k) plan with company matching as a valued component of rewards.
  • Equity Value & Accessibility — Equity and stock-related incentives are highlighted as a bright spot, with stock incentives described as excellent in some roles and contributing positively to perceived total rewards.

SS&C Technologies Insights

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The Company
HQ: Birmingham, AL
22,000 Employees
Year Founded: 1986

What We Do

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 22,000+ employees in over 150 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

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