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

Job Title: Manager, Data Reporting

Locations: Denver, CO; Boston, MA; Braintree, MA; Kansas City, MO - Hybrid

About the Role

We are seeking a highly motivated and experienced Manager, Data Reporting, to lead a team within the Transfer Agency. This role is responsible for ensuring accurate, timely, and efficient delivery of data reporting to both internal stakeholders and external clients. The ideal candidate combines strong technical expertise, leadership capability, and a solid background in financial services and investor servicing operations.

Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care 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.

How You Will Make an Impact 

Advanced Excel & Data Modeling

• 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.
• Ensure data quality through validation and governance controls.
• Troubleshoot and optimize complex Excel workbooks.
• Integrate data from databases, flat files, APIs, and other systems.

Process Improvement & Automation

• Identify opportunities to automate manual reporting and business processes.
• Develop Excel-based tools that improve efficiency and reduce risk.
• Partner with stakeholders to understand reporting needs and deliver scalable solutions.
• Recommend improvements to reporting processes and data management.
• Create standardized templates and reporting frameworks for consistent use.

Analytics & Business Intelligence

• Perform trend, variance, and ad hoc analyses to support business decisions.
• Develop and monitor key performance metrics (KPIs).
• Turn data into actionable business insights, not just reports.
• Serve as the team's Excel and reporting subject matter expert.

Required Experience

• 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.

What Sets You Apart (Preferred Qualifications)

• Working knowledge of SQL, including joins, aggregations, and query optimization.
• Experience with VBA/macros or Office Scripts for automation.
• Experience using Power BI and understanding how Power Pivot translates to enterprise BI solutions.
• Experience working with large datasets (100,000+ records to multi-million-row environments).
• Familiarity with data warehousing concepts and relational database structures.
• Experience supporting finance, fund accounting, banking operations, or investment management environments.
• Understanding of data quality management, reconciliation processes, and audit controls.

Join SS&C, where innovation meets global opportunities. Click here to apply.

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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.