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- Quarterly reporting to the client, in line with requirements.
- Production of accurate statutory accounts.
- Interact with actuarial and tax as necessary as part of this role.
- Ensure that controls and reconciliations are appropriate, monitored and developed on an ongoing basis and consistently look to proactively review and improve. Have a detailed understanding of all processes and the dependencies / impact with the Finance team.
- Provide a key role in the production of the SII quarterly returns (QRTs) and annual returns (QRTs, SFCR, RSR).
- Oversight and day to day management of finance ops team manager.
- Ensure team remains appropriately resourced.
- Interaction with other operational teams as necessary.
- Support implementation of relevant programmes from a finance perspective.
- Act as an SME where applicable on onboarding programmes of work.
- Act as the key business partner point of contact in support of the annual budget cycle and business plan activity and for undertaking forecasting as required.
- Play a key role in supporting the financial reporting integration with Clients.
- Build relationships with key personnel within the Client base to support this process.
- Daily BAU operational activities.
- Project migration activities in line with BAU.
- Effective organization - Respond positively to the goals of the team and actively add to the success of the Finance Department.
- Service delivery - ensuring SS&C meets client expectation in line with Service Level Agreements (SLA) and Key Performance Indicators (KPI).
- Migrate processes and manage the relationship with Team India for processes owned that are carried out offshore.
- Staff PDR's, training & development to ensure regular documented reviews of individual performance, including staff 1:1 meetings, where appropriate, and oversee the teams process in respect of quality and productivity monitoring (applies AOM methodology where applicable).
- Relevant staff are trained and competent.
- Accountable for ensuring that Managers are aware of how their individual objectives link to Corporate Goals, documents action plans to achieve own and managers objectives.
- Accountable for identifying Learning and Development needs for direct reports, documents requirements and helps facilitate training.
- Accountable for assessing the impact of Learning and Development on direct reports ensuring learning is evaluated.
- To be quality driven, aiming for 100% accuracy and timeliness of delivery.
- To effectively plan the way services are delivered so that all activity is directly related to providing quality services and meeting the expectations of the customer.
- To continuously review processes and practices relating to the role and act as a catalyst for change and improvement in individual and team performance.
- To observe proper standards of market, business, and personal conduct, demonstrating integrity in the execution of duties.
- To communicate and promote the values which reinforce and support a consistent quality culture.
Head of Finance - City of Bristol - SS&C Technologies

Description
Job Description
SS&C Technologies seek a Head of Finance to lead the finance team within the finances outsourced functions. This must be carried out in line with the SLAs & KPIs, meeting all regulatory requirements, internal and external audit responsibility as well as regulatory reporting. Additionally manage the processes carried out offshore.
About SS&C Technologies
SS&C is a global provider of investment, financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
Responsibilities:
Financial Reporting
SII reporting
Finance Ops
Programme Initiatives
Business Partnering
BAU
Staff Management and Development
Carries out any other duties which are within the employee's skills and abilities whenever reasonably instructed
SS&C quality
All employees are accountable for the delivery of a Quality service, driving for excellence in all their work activities:
We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring a diversity of perspectives to our thinking and conversation. It's important to us that we strive to have a diverse workforce in the widest sense.
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from head-hunters, recruitment agencies, or fee-based recruitment services.
Background Checks
All offers of employment at SS&C are subject to background verification checks, including 5-year employment history, proof of eligibility to work in the hiring location, proof of address, credit check and criminal record check (where permitted by local law). The accuracy of all information you submit as part of your application is vital and may be used as part of the background-checking process should you be successful.
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