Director, Finance Operations

At PitchBook, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We're deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company. Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there's going to be some ambiguity along the way, but we excel when we challenge ourselves. We're willing to take risks, fail fast, and do it all over again in the pursuit of excellence. If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you. About the Role: Revenue Operations is responsible for driving financial success through creating, maintaining, and continually improving the operations, platforms and intelligence that support our go-to-market teams. This team works cross-functionally with Marketing, Sales, Customer Success, and Finance, ensuring efficiency and accuracy throughout the customer journey, from lead generation to revenue recognition. Revenue Operations is a pivotal partner in helping our go-to-market teams achieve their revenue goals. As the Director of Finance Operations at PitchBook, you will play a pivotal role in driving the efficiency, effectiveness, and scalability of our finance efforts. Treating people and teams within the Finance department as your primary customers, and treating our finance systems as your products, you will lead a team with the goal of optimizing and automating finance operational processes with tools, data, and analytics to efficiently and effectively drive PitchBook's overarching business goals. In this role, you will define and drive the vision, mission, strategy, and roadmap for Finance Operations (Finance Ops), with the goal of aligning your people, processes, and tools to empower, enable, support, and drive operational efficiency for our Finance department. In doing so, you will treat Finance and all users of the tools, systems, and analytics built within Finance Operations as your internal customers, overseeing teams with three primary capabilities: Operations that enable & empower your internal customers with timely and exceptional support for, configuration and administration of, and training on the tools that drive their day-to-day work (e.g. Salesforce CPQ, Salesforce Billing). Finance Platform that identifies, delivers, automates, integrates, optimizes, and maintains all tools, code / low-code, and systems that improve operational efficiency for your internal customers. Finance Intelligence that utilizes data generated by our operational systems to deliver analytics, dashboards, and reports offering data-driven insights guiding tactical decisions and informing strategic direction. Reporting to the Senior Director, Revenue Operations and working closely with the Chief Finance Officer (CFO) and our Finance leadership, you will identify finance needs. Blending your knowledge of finance practices and outcomes with your deep knowledge of the wide array of tools and technologies available to meet those needs, you will work with Enterprise Technology leaders to devise sustainable technical solutions to complex finance and business problems, collaborating closely with cross-functional teams and other Revenue Operations leaders to optimize campaign performance, drive lead generation, and enhance the overall customer experience. Primary Job Responsibilities: Strategic Vision & Strategy: Own the vision and strategy for our Finance Operations while collaborating closely with other Revenue Operations groups toward that vision Strategic Roadmap & Initiatives: Own and drive our Finance Operations roadmap, using well-aligned strat