Financial Operations Representative

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 Representative

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

About the Role

This role will work closely with reconciliation teams to research and resolve breaks identified during daily bank and transaction reconciliations across various fund companies. The position will partner with cross-functional teams to investigate discrepancies, resolve issues, and ensure accurate and timely processing. 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 industryexpertiseto support complex financial and health care operations. Our teams design, implement, andoperatesolutions 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

• Manages a queue of reconciliation exceptions identified during daily bank and transaction reconciliations, ensuring timely research and resolution.
• Communicates resolution details to reconciliation teams once items are resolved.
• Serves as an escalation point for more complex reconciliation issues and provides guidance to support timely resolution.
• Prioritizes workflow and ensures processing standards, service levels, and client expectations are consistently met.
• identifies, develops, and implements process improvements to enhance operational efficiency and accuracy.
• Minimizes open items by conducting root cause/trend analysis and works with internal teams to reduce/eliminate recurrence.
• Creates and maintains process documentation and procedures to support consistent operations.
• Trains and guides associates within direct team by sharing job knowledge and best practices

RequiredExperience

• High school or equivalent required and Bachelor's degree or equivalent experience preferred

• Must have 2+ years experience financial operations, banking, reconciliation, or a related financial services environment.

• Experience researching and resolving reconciliation discrepancies, exceptions, or operational issues.

• Excellent attention to detail with the ability to manage multiple priorities and meet deadlines.

• Strong problem-solving skills with the ability to investigate issues and follow through to resolution.

• Effective communication and collaboration skills with the ability to work effectively with internal teams.

• Proven ability to document processes and procedures clearly.

• Proficiency with Microsoft Office Suite, particularly Excel.

• Must be willing to work on site at least 6 days/month and the hours of 8 AM - 5 PM Central Time.

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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.

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.