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
Job Title: Director, Financial Business Operations
Locations: Boston, MA, New York, NY | Hybrid
About the Role
SS&C Intralinks is a global technology provider of inter-enterprise content management and collaboration solutions. Its products serve the enterprise collaboration and strategic transaction markets, enabling the exchange, control, and management of information between organizations.
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.
Why Join SS&C
SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.
How You Will Make an Impact
- 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
Required Experience
- 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.
Join SS&C, where innovation meets global opportunities. Click here to apply.
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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 offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.New York: The expected base salary for the position is between 150,000 USD to 175,000 USD. Massachusetts: The expected base salary for the position is between 150,000 USD to 175,000 USD.
In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.
Applications will be accepted on an ongoing basis until the position is filled.
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.
Skills Required
- 10+ years of progressive experience in strategic finance or financial operations
- Proven experience owning company-wide forecasting, budgeting, and planning processes
- Strong understanding of SaaS and GTM metrics
- Advanced financial modeling and Excel skills
- Experience with systems such as Salesforce, NetSuite, Adaptive/Anaplan, Tableau, Power BI
- Strong executive communication skills
- Demonstrated ability to influence and partner cross-functionally
- Bachelor's degree in Finance, Accounting, Economics, or related discipline
- MBA or CFA preferred
SS&C Technologies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SS&C Technologies and has not been reviewed or approved by SS&C Technologies.
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Leave & Time Off Breadth — Leave policies are described as generous, including flexible or unlimited vacation and broadly positive views of PTO as a meaningful part of the overall package.
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Retirement Support — Retirement benefits are positioned as a notable strength, with repeated references to a 401(k) plan with company matching as a valued component of rewards.
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Equity Value & Accessibility — Equity and stock-related incentives are highlighted as a bright spot, with stock incentives described as excellent in some roles and contributing positively to perceived total rewards.
SS&C Technologies Insights
What We Do
SS&C is a global provider of investment and 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 22,000+ employees in over 150 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.
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