Financial Operations Representative

SS&C Technologies

Financial Operations Representative at SS&C resolving daily reconciliations and discrepancies. Collaborating with teams to ensure efficient financial operations.

Posted 7/30/2026full-timeKansas City • Colorado, Kansas, Montana • 🇺🇸 United StatesJuniorMid-Level💰 $45,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial operations and reconciliation processes, with a strong focus on problem-solving, process improvement, and effective communication. Proven ability to manage multiple priorities while ensuring accuracy and compliance in financial documentation.

Highest-signal resume keywords

Financial Operations ExperienceReconciliation Discrepancy ResolutionProcess Improvement ImplementationMicrosoft Excel ProficiencyEffective Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

ReconciliationRoot Cause AnalysisTrend AnalysisProcess DocumentationOperational Issue Resolution

Soft Skills

Attention to DetailProblem-SolvingCollaborationTraining and Guidance

Tools & Technologies

Microsoft Office Suite

Industry Keywords

Financial ServicesBankingOperational Efficiency

About the role

Key responsibilities & impact

Work closely with reconciliation teams to research and resolve breaks identified during daily bank and transaction reconciliations
Partner with cross-functional teams to investigate discrepancies and resolve issues
Ensure accurate and timely processing
Manage a queue of reconciliation exceptions identified during daily reconciliations
Communicate resolution details to reconciliation teams once items are resolved
Serve as an escalation point for more complex reconciliation issues
Provide guidance to support timely resolution
Prioritize workflow to ensure processing standards and client expectations are met
Identify, develop, and implement process improvements to enhance operational efficiency
Conduct root cause/trend analysis and work with internal teams to minimize open items
Create and maintain process documentation and procedures
Train and guide associates within the team by sharing job knowledge and best practices

Requirements

What you’ll need

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

Benefits

Comp & perks

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