Talent.com
SS&C Technologies Holdings
Manager, Data ReportingSS&C Technologies Holdings • Denver, CO
Manager, Data Reporting

Manager, Data Reporting

SS&C Technologies Holdings • Denver, CO
30+ days ago
Job type
  • Full-time
Job description

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. to apply.

#LI-RS1

#LI-HYBRID

Create a job alert for this search

Manager, Data Reporting • Denver, CO

Similar jobs

Flexible remote AI work. Your schedule. Paid weekly, straight to your bank account.

Meridian.aiCastle Rock, CO, US
Remote
Full-time

Review and label digital content including text, images, and documents.Every task you complete helps improve how technology interprets information and performs in practical settings.Detail-oriented... Show more

 • Promoted

Lead, Client Leadership

Digitas North AmericaWestminster, CO, United States
Full-time

In the position of Lead, Client Leadership at Epsilon, you will occupy a crucial role that merges strategic data solutions with strong client connections.This is an outstanding chance to lead a vit... Show more

 • Promoted

Accounting Manager

Omni Houston HotelBroomfield, CO, United States
Full-time

The Four-Diamond, award-winning Omni Interlocken Resort welcomes you to a retreat into modern luxury.Nestled against the backdrop of the Rocky Mountains, this year-round Colorado resort near Denver... Show more

 • Promoted

Manager, Data Reporting

Blue Prism GroupDenver, CO, United States
Full-time

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 se... Show more

 • Promoted

Data Engineer

RIT SolutionsCastle Rock, CO, United States
Full-time

Location: 2x week onsite in Castle Rock, CO (Must be local).Top skills: Azure (Data Lake, Data Factory), SSIS, SQL Server (Must have most if not all skills). Show more

 • Promoted

Service Pro / Shift Leader

Tokyo Joe'sCastle Rock, CO, United States
Full-time

As a Service Pro, you are our elite! You are responsible for leading and managing the operations of the restaurant as a manager would.A service pro has mastered operations and takes on responsibili... Show more

 • Promoted

Remote Field Reimbursement Manager

PharmaCordDenver, CO, United States
Remote
Full-time

Remote Field Reimbursement Manager.Valeris is a fully integrated life sciences commercialization partner that provides comprehensive solutions that span the entire healthcare value chain.Formed by ... Show more

 • Promoted

Manager, Revenue Accounting (DIG)

G2 Venture PartnersDenver, CO, United States
Full-time

Crusoe is on a mission to accelerate the abundance of energy and intelligence.As the only vertically integrated AI infrastructure company built from the ground up, we own and operate each layer of ... Show more

 • Promoted

Manager

PaneraCastle Rock, CO, United States
Full-time

Come Join Panera Bread an award-winning leader in the restaurant industry and employer of choice for 2022 and 2023! We are also proud to be named a Top Workplace for 2024!.A comprehensive benefit p... Show more

 • Promoted

Branch Manager - Milestone Center - Castle Rock, CO

JPMorgan ChaseCastle Rock, CO, United States
Full-time

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.We build lasting relationships by doing the right t... Show more

 • Promoted

Small Business Client Service Manager

Arthur J Gallagher & CoBroomfield, CO, United States
Full-time

Gallagher Client Service Manager.At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate.You'll be ba... Show more

 • Promoted

Revenue Analyst

Prodigious WorldwideWestminster, CO, United States
Full-time

As a Revenue Analyst, you will support the monthly billing, revenue recognition, and month-end close processes for a portfolio of Epsilon clients.You will partner closely with Finance, Operations, ... Show more

 • Promoted

Director of Customer Success

Insight GlobalLouisville, CO, United States
Full-time

Experience building or scaling a Customer Success organization, not just managing an existing team.Strong background in retention, renewals, and post-sale customer lifecycle ownership.Proven abilit... Show more

 • Promoted

Medical Billing and Coding - Entry Level Training Program

Dreambound Inc.Roxborough Park, Colorado, US
Full-time

Note : This is an educational program, not a job.Successful completion of the program does not guarantee employment but will equip you with valuable skills for the healthcare job market.Looking to ... Show more

 • Promoted

Integration and Analytics Manager

Tri-State Generation & TransmissionDenver, CO, United States
Full-time

Integration And Analytics Manager.Responsible for developing and executing integration and analytics strategies that align with business objectives, enabling seamless data flow and insights to supp... Show more

 • Promoted

Controller

Prime JetCastle Rock, CO, United States
Full-time

Controller (CFO Succession Track).Prime Jet LLC is seeking a highly qualified and experienced Controller to establish and lead the Company's accounting function.This is a newly created position, of... Show more

 • Promoted

Store Manager

cumberlandfarmsincCastle Rock, CO, US
Full-time

Are you a high energy, passionate retail leader who is looking for the next step in their career?  Are you someone who loves to help others and work as part of a team? Do you thrive in fast-paced e... Show more

 • Promoted

Enterprise Data Program Manager

My3TechDenver, CO, United States
Full-time

Enterprise Data Program Manager.Location: Denver, Colorado 80202 Onsite.Oversee and coordinate the various projects across programs.Including, but not limited to, tracking projects, coordinating p... Show more

 • Promoted

Canvassing Manager

Home Genius ExteriorsCastle Rock, CO, United States
Full-time

Home Genius Exteriors has experienced rapid growth, expanding from $3M to $200M in just five years.We are a dynamic company aiming to be nationwide by 2030, and we are looking for passionate and dr... Show more

 • Promoted

Assistant Manager Store 716 SG4

K&G Petroleum, LLCCastle Rock, CO, United States
Full-time +1

Assistant Manager Store 716 SG4.Store 716 - 80 Plum Creek Parkway (39739 - TSE) - Castle Rock, CO 80104.Hourly Position Type Full Time Education Level High School Travel Percentage None Category Cu... Show more