Manager, Data Reporting

SS&C Technologies

Manager, Data Reporting leading a team within Transfer Agency at SS&C. Ensuring accurate delivery of data reporting to stakeholders and clients.

Posted 7/15/2026full-timeDenver • Colorado, Massachusetts, Montana • 🇺🇸 United StatesMid-LevelSenior💰 $70,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expert-level proficiency in Microsoft Excel, including advanced Power Pivot and Power Query, to deliver accurate and efficient data reporting. Capable of developing complex financial models and interactive dashboards while identifying automation opportunities to enhance reporting processes.

Highest-signal resume keywords

Expert-Level Proficiency In Microsoft ExcelAdvanced Power Pivot SkillsStrong Power Query SkillsDAX Formula DevelopmentData Reporting And Data Modeling Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Advanced Excel Data ReportingData ModelingDAX MeasuresCalculated ColumnsKPIs DevelopmentExcel FunctionsData TransformationAutomated ReportingComplex FormulasFinancial Modeling

Tools & Technologies

Power PivotPower QueryExcel Data Model

Industry Keywords

Transfer AgencyData ReportingData ExtractionData ConsolidationAutomation

About the role

Key responsibilities & impact

Lead a team within the Transfer Agency
Ensure accurate, timely, and efficient delivery of data reporting to both internal stakeholders and external clients
Build and maintain advanced Excel data models using Power Pivot and the Excel Data Model
Create DAX measures, calculated columns, and KPIs for business reporting
Use Power Query to automate data extraction, transformation, and consolidation from multiple sources
Develop interactive dashboards and executive reports in Excel
Improve existing spreadsheets by increasing automation, accuracy, and efficiency
Troubleshoot and optimize complex Excel workbooks
Integrate data from databases, flat files, APIs, and other systems
Identify opportunities to automate manual reporting and business processes

Requirements

What you’ll need

Bachelor’s degree in Finance, Business, Information Systems, related field, or equivalent experience
5+ years of experience of advanced Excel Data Reporting and Data Modeling
Expert-level proficiency in Microsoft Excel, including advanced Power Pivot, Power Query, and data modeling.
Experience developing DAX formulas, measures, calculated columns, and optimized Excel models.
Strong Power Query skills, including data transformation, combining multiple data sources, and automated refresh processes.
Advanced knowledge of Excel functions, including XLOOKUP, INDEX/MATCH, SUMIFS/COUNTIFS, dynamic arrays, and complex formulas.
Experience building complex financial or operational models with linked datasets, dashboards, and reporting outputs.

Benefits

Comp & perks

medical, dental, and vision coverage
401(k) plan with company match
paid time off
holidays
parental leave
professional development reimbursement opportunity