Manager, Data Reporting

Overview In this role you will lead a Transfer Agency data reporting team, ensuring accurate, timely delivery to internal and external stakeholders. You will combine technical leadership with a strong financial services background to design scalable reporting solutions. You’ll tackle data quality, governance, and automation at scale, partnering with stakeholders to translate data into actionable insights. This position offers exposure to large enterprise environments and cross-functional collaboration within SS&C’s mission to support complex financial and health care operations. Compensation / Benefitsmedical, dental, and vision coverage401(k) with company matchpaid time off, holidays, parental leaveprofessional development reimbursementhybrid work options ResponsibilitiesBuild and maintain advanced Excel data models (Power Pivot, Excel Data Model) and create DAX measures and KPIs for reportingAutomate data extraction, transformation, and consolidation using Power Query across multiple sourcesDevelop interactive dashboards and executive reports in Excel; improve automation and accuracy of spreadsheetsEnsure data quality through validation and governance controls; troubleshoot and optimize complex workbooksIntegrate data from databases, flat files, APIs, and other systemsIdentify opportunities to automate manual reporting and business processes; develop Excel-based toolsPartner with stakeholders to understand reporting needs and deliver scalable solutionsCreate standardized templates and reporting frameworks for consistent usePerform trend, variance, and ad hoc analyses to support business decisionsDevelop and monitor KPIs and turn data into actionable business insightsServe as the team’s Excel and reporting subject matter expert Key requirementsBachelor’s degree in Finance, Business, Information Systems, or related field (or equivalent experience)5+ years of advanced Excel data reporting and data modeling experienceExpert-level proficiency in Microsoft Excel (Power Pivot, Power Query, data modeling)Experience developing DAX formulas, measures, calculated columns, and optimized Excel modelsStrong Power Query skills for data transformation and automated refreshesAdvanced Excel functions (XLOOKUP, INDEX/MATCH, SUMIFS/COUNTIFS, dynamic arrays) and complex formulasExperience building complex financial or operational models with linked datasets and dashboardsleadership capabilitystakeholder collaborationproblem solvingPower PivotPower QueryDAX