Director – Insurance Implementation and Onboarding

Director – Insurance Implementation and Onboarding

Requirements

• B.S. in Accounting, Finance or Economics, CPA or similar
• Prior experience of software implementation and / or investment fund migration projects
• Financial industry experience, specifically strong industry background knowledge within the Investment Accounting domain
• Ideally qualified to a professional level with a globally recognised accounting qualification such as CPA, ACCA, CFA or a similar equivalent
• Ideally broad knowledge of SS&C I&IM product range – ideally hands on experience implementing, supporting or developing SS&C I&IM products
• Strong experience with Fixed Income products, Common Stock, Derivative products, including Options, Futures, Swaps, FX trades and Commercial Loans
• Project management experience
• Good general knowledge of current hardware and software technologies
• Strong judgment, risk & issues management, and problem analysis techniques
• Ability to troubleshoot details while maintaining the “big picture” view
• Ability to manage high pressure client situations and build trust with the clients
• Ability to prioritize multiple simultaneous issues
• Ability to present and communicate at a senior stakeholder level (internally & externally)
• Ability to synthesize and communicate complex technical, product and business issues
• Self-motivated, “Find a way to get it done” attitude
• Outstanding time management skills and attention to details

Responsibilities

• Successfully implement the investment accounting platforms to support operations and accounting for asset managers, insurance companies, pension funds, hedge funds and REIT clients
• Draft and manage implementation project plans and budgets coordinating with client project managers and internal stakeholders
• Maintain relationships with various clients, including leading operations reviews, implementations processes, process improvements, project management functions and vendor review meetings
• Ensure monthly and quarterly deliverables are delivered timely and accurately to clients, including transaction processing, accounting reconciliations, general ledger, profit and loss, compliance and performance reporting
• Perform business analysis, new requirements, workflow, and operational reviews serving as a single point-of-contact between client and SS&C teams (e.g. product, development, operations, outsourcing)
• Articulate product capabilities and guide the Client in best practices for use of SS&C’s solutions
• Identify product customization, enhancements, process changes and/or workarounds to meet Client requirements. Incorporate and account for any gap remediation’s during project planning and delivery
• Assist with researching complex account issues
• Develop and implement consistent implementation processes and procedures for clients
• Lead other project resources
• Provide in-depth product, industry and best practices business consultancy
• Be involved in all phases of implementation projects as well as a number of smaller client related projects and pre-sales opportunities
• Provide the necessary skills to advise and consult within the investment management marketplace on best practice methodologies on how to utilize SS&C solutions
• Be a reliable point of contact for all Client enquiries, issues and requests throughout a project or implementation. Perform and/or lead activities related to requirements analysis, business process analysis, product configuration, detailed project documentation, Client communication, issue resolution, testing, Client training/education and solutions deployment
• Identify, research and resolve and/or engage others in the research and resolution of complex investment management related business issues
• Manage and assist in the provision of Sales support – proof of concepts, workshop building, off the shelf demonstrations
• Interact effectively with senior stakeholders, both internally and externally. Manage Client expectations, cultivate the Client relationship and ensure the timely completion of project milestones
• Command respect for excellence, not only in areas of specific knowledge but also in all aspects of proposing, conducting and leading consultancy assignments
• Define best practice implementation methodology for the Singularity solution, recommend and implement improvements to drive repeatability and efficient
• Assist management with financial forecasting and reconciliation to forecast and budget

Preferred Qualifications

• Ideally broad knowledge of SS&C I&IM product range – ideally hands on experience implementing, supporting or developing SS&C I&IM products