Director, Financial Business Operations

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 services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.

Job Description

Director, Financial Business Operations

We are hiring a Director of Financial Business Operations to lead forecasting, budgeting, incentive planning, financial modeling, and performance reporting across the company. As a senior leader within Financial Operations (part of Revenue Operations), you will partner closely with Corporate Finance, Sales, HR, and Operations to drive financial rigor, operational discipline, and strategic clarity across the organization.

This role will own the company's forecasting and planning cadence, strengthen executive reporting and KPI visibility, and ensure scalable financial processes as the business grows. You will also play a key role in incentive planning and compensation governance, ensuring alignment between performance goals, financial outcomes, and sales execution.

This position is ideal for a highly analytical and operationally focused finance leader who thrives in fast-paced environments and is comfortable driving cross-functional accountability.

What You'll Do

• Own enterprise forecasting across revenue, bookings, headcount, and incentive compensation.
• Lead annual budgeting and long-range planning, including scenario modeling and strategic investment analysis.
• Deliver executive-ready reporting and KPI insights to support leadership and board-level decision-making.
• Partner with Sales and GTM leadership on pipeline analysis, forecasting accuracy, and performance drivers.
• Lead incentive planning and financial governance, including comp modeling, payout forecasting, and ROI analysis.
• Drive financial operations oversight, including partner payments, dispute/bad debt analysis, and variance reporting.
• Improve systems and processes through automation, scalable modeling infrastructure, and reporting enhancements.
• Provide strategic insights on pricing, unit economics, and key business drivers

What You Will Bring:

• 10+ years of progressive experience in strategic finance or financial operations, ideally within SaaS, technology, or a high-growth environment.
• Proven experience owning company-wide forecasting, budgeting, and planning processes.
• Strong understanding of SaaS and GTM metrics (Bookings, ARR, NRR, churn, CAC, LTV, pipeline conversion, etc.).
• Advanced financial modeling and Excel skills, with strong analytical rigor.
• Experience with systems such as Salesforce, NetSuite, Adaptive/Anaplan, Tableau, Power BI, or similar tools.
• Strong executive communication skills, with experience preparing leadership and board-level deliverables.
• Demonstrated ability to influence and partner cross-functionally with Sales, HR, Operations, and Finance.
• Ability to operate in ambiguity, manage competing priorities, and drive outcomes with high accountability.

Success in This Role Means

• Delivering forecasts and reporting that leadership trusts accuracy, transparency, and insight.
• Establishing scalable financial processes that improve predictability and operational efficiency.
• Strengthening financial discipline across GTM teams and improving forecast accountability.
• Driving incentive planning frameworks that align performance, behavior, and financial outcomes.
• Creating executive-ready materials that directly support decision-making and resource allocation.
• Improving automation and systems infrastructure to reduce manual effort and increase speed to insight

Education

Bachelor's degree in Finance, Accounting, Economics, or a related business discipline required; MBA or CFA preferred.

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.