Director, Financial Business Operations

Overview

As a leading financial services and healthcare technology company, SS&C is headquartered in Windsor, Connecticut, with 27,000+ employees in 35 countries. SS&C serves over 20,000 financial services and healthcare organizations, from the world’s largest to small and mid-market firms, relying on SS&C for expertise, scale, and technology.

Job Title: Director, Financial Business Operations

Locations: Waltham, MA;
New York, NY | Hybrid

Get To Know Us

SS&C Intralinks is a global technology provider of inter-enterprise content management and collaboration solutions. Its products support enterprise collaboration and strategic transaction markets, enabling the exchange, control, and management of information between organizations.

This role leads 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 with Corporate Finance, Sales, HR, and Operations to drive financial rigor, operational discipline, and strategic clarity across the organization.

This position owns the company’s forecasting and planning cadence, strengthens executive reporting and KPI visibility, and ensures scalable financial processes as the business grows. You will also contribute to incentive planning and compensation governance, aligning performance goals with 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 drives cross-functional accountability.

• Flexibility
  :
  Hybrid Work Model and Business Casual Dress Code, including jeans

• Your Future
  : 401k Matching Program, Professional Development Reimbursement

• Work/Life Balance
  :
  Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays

• Your Wellbeing
  :
  Medical, Dental, Vision, Employee Assistance Program, Parental Leave

• Wide Ranging Perspectives
  :
  Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees

• Training
  :
  Hands-On, Team-Customized, including SS&C University

• Extra Perks
  :
  Discounts on fitness clubs, travel and more!

• 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 compensation 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.

• 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, Net Suite, 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.

• Delivering forecasts and reporting that leadership trusts for accuracy, transparency, and insight.
• Establishing scalable financial processes that improve predictability and operational efficiency.
• Strengthening financial discipline across GTM teams…