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 20,000+ employees in over 90 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.

Job Description

Associate Director, Client Financial Reporting

Locations: Dublin, OH | New York, NY | Boston, MA | Chicago, IL | Union, NJ | Jacksonville, FL | Dallas, TX | San Antonio, TX | Los Angeles, CA | San Francisco, CA | Sacramento, CA | Bellvue, WA | Denver, CO |Hybrid

Get To Know The Team:

The Associate Director of Client Financial Reporting works with Accounting and Investor Services resources to provide all proper reports and spreadsheets, prepare and review Schedule of Investments, Statement of Cash Flows and manage the teams’ operational deliverables.

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
• Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!

What You Will Get To Do:

• Work with offshore resources to efficiently and accurately prepare 1st draft of financials including all schedules and footnotes
• Understand, prepare and review Notes to Financial Statements including Financial Highlights
• Able to analyze and accurately project FTE efforts for new, organic, or existing business
• Participate in new client sales presentations
• Identify areas for FRG revenue growth and liase with Relationship Management to implement
• Assist the Accounting team with audit questions related to the financial statements
• Work with the Accounting team, auditors, and clients to address any changes to the financial statements accurately and efficiently
• Maintain a controlled, SOC-1 operating environment that complies with operational standards
• Understand and manage client expectations in conjunction with Relationship Management and the Accounting teams as it relates to financial reporting
• Meet with clients and auditors on an annual basis as it relates to financial reporting planning such as audit planning meetings and post mortem recaps

What You Will Bring:

• University degree (B.A., B.Sc., M.B.A.) in Business preferably majoring in Accounting, Finance, or another Financial-related program
• 7+ years’ experience in financial services operations whose job requirements involve the use of general accounting concepts and preferably the preparation of financial statements, four of which preferably include staff management
• Highly proficient with Microsoft Office Products (Excel, Word)

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.

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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 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.