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Leadership Spotlight Series: Sue Walsh, Director, Head of Investor Accounting at SS&C Eze

Sue Walsh

Sue Walsh started her Eze journey 14 years ago. Throughout her time here, Sue has seen many iterations of the business and credits her tenure with the company to her amazing team, some of which she first worked with over 25 years ago.

Today, with 28 years of experience in her field, Sue oversees all aspects of SS&C Eze’s configurable and easy-to-use investor accounting and reporting platform, Eze Investor Accounting (EIA). In this role, she is responsible for managing client service, implementations, development, and QA for the product. She also works closely with the SS&C Eze sales and product teams, as well as clients across North America and Europe.

We are pleased to feature Sue as part of our leadership spotlight series and share with you how she got to where she is today, what excites her most about working at SS&C Eze, and how she came to work for SS&C on two different occasions.

What sparked your interest in this role or industry?

After graduating from Cornell University with a BS in Business Management and Marketing, as well as the requirements to sit for the CPA exam, I started my career in public accounting, where I happened to get assigned to my first financial service account.

After that, I spent time at two different hedge funds as a controller and assistant controller, during which I developed a great relationship with my client service rep at a software company called Hedgeware. Hedgeware ended up being my next place of work – 25 years later, I'm still in investor accounting software.

For a short while when my daughters were young, I stepped back into public accounting, and then, in 2005, I joined TKS Solutions (Penny) in QA and worked my way up to Managing Director of Client Service. TKS developed the product that would become Eze Investor Accounting when TKS was acquired by Eze. I’ve been with Eze ever since.

Fun Fact: When Eze was acquired by SS&C in 2018, it was actually my second time working for an SS&C business unit, as Hedgeware was also acquired by SS&C back in 1999.

 

Sue and her family celebrating her daughters’ high school graduation at the Matterhorn, 2018.

Can you speak to what it’s like working in an industry that is traditionally male-dominated?

When I was younger, I don’t think I realized what a male-dominated industry I had gotten involved in. The manager that I worked with in public accounting at Eisner was one of the smartest, toughest women that I have worked with throughout my career, so I assumed there were lots of strong female leaders in financial services. Unfortunately, I found out that this was not always the case. On the accounting side, there seemed to be a good number of women in somewhat high-level positions, but the majority of controllers and CFO’s were men.

On the portfolio management and trading side, it was and still is dominated by men. I think in all my years, I’ve only worked with one hedge fund that was completely run by women. Female portfolio managers and CFO’s are still the minority, but the numbers are certainly on the rise, and that’s a great trend to see.

All through my career, I have been lucky enough to be surrounded by amazing men and women who have helped me succeed. I have always felt supported in my career growth and direction, and I’m very lucky for that, as it clearly is not the case for many women in the fintech industry. I think that as times continue to evolve, women will have so many more opportunities to be successful and rise to the top than they did in the early days of my career. Women are rightfully earning their place as leaders, decision-makers, and visionaries in the fintech world.

 

Sue and her twins, Natalie and Caitie, in Switzerland.

What have been the key influences or influencers on your career growth?

Ron Kashden, the founder of TKS, has been my mentor, ally, and support system for over 25 years. He helped direct my career path and taught me countless lessons on leading, delegating, and investor accounting. From the start of our working relationship, he had faith in my abilities and always pushed me to learn more, lead more, and drive my career further.

 

Sue celebrating the big 50 with her husband, Chris.

What excites you most about working at Eze, and what has kept you here for the last 14 years?

My team is amazing! Most of us have been working together for over 10 years, some of us for over 20 years from our Hedgeware days. They are intelligent, hardworking, fun, and good people. Everyone has each other's backs. There are no egos; there is never any drama. We have happy, successful clients. What more could I ask for?

If you could give one piece of career advice to women, what would it be?

Ask for what you want. And if you don't get it, ask again. Be your own advocate because no one else will be. It’s up to you to decide where you want your career to take you and how you get there.

Sue’s 4-Legged Family Member, Eli. 

 

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