Financial Operations Representative

SS&C is a leading financial services and healthcare technology company with 27,000+ employees across 35 countries. We serve 20,000 organizations, from global enterprises to small and mid-market firms, with expertise, scale, and technology.

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 industry expertise to support complex financial and healthcare 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.

Responsibilities

• 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.

Requirements

• High school or equivalent required; Bachelor’s degree or equivalent experience preferred.
• Must have 2+ years experience in 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.

Benefits

• Medical, dental, and vision coverage.
• 401(k) plan with company match.
• Paid time off, holidays, and parental leave.
• Professional development reimbursement opportunity.

Pay

Actual base salary will vary based on several factors, including relevant skills, prior experience, education, demonstrated performance, and geographic location. The expected base salary for this position in Colorado is between $45,000 USD to $105,000 USD. Employees in this role may also be eligible for an annual discretionary bonus and/or equity awards, such as restricted stock units or stock options, based on individual and business performance.

Schedule

• Hybrid role requiring on-site work at least 6 days per month.
• Standard hours: 8 AM – 5 PM Central Time.