Sr. Finance Operations Specialist

At PitchBook we are always looking forward. We continue to innovate evolve and invest in ourselves to bring out the best in everyone. Were 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 theres going to be some ambiguity along the way but we excel when we challenge ourselves. Were 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:

The Revenue Operations department is responsible for creating maintaining and continually improving PitchBooks systems that support our client-facing roles in Sales and Customer Success. This team works cross-functionally with Sales Marketing Finance and IT to drive efficiency accuracy and revenue growth.

As a Senior Finance Operations Specialist at PitchBook you will play a critical role in driving the performance scalability and strategic impact of our finance and sales support operations. Acting as a trusted advisor and subject-matter expert youll guide internal stakeholders through complex operational tools and processes resolve high-impact challenges and enable productivity through proactive support and strategic enablement.

A key focus of this role is leading training and enablement initiatives that empower employeesfrom new hires to senior leadersto effectively navigate systems and adopt best-in-class processes. Youll bring a customer-centric mindset deep process expertise and a collaborative approach to continuously elevate the employee experience. Additionally youll mentor junior team members and lead initiatives that strengthen team capabilities standardize processes and promote operational excellence.

Primary Job Responsibilities:

• Operational Support Leadership: Serve as a senior liaison to internal stakeholders by providing expert-level support and strategic guidance on finance and sales operations. Contribute to strategic planning and decision-making by delivering actionable operational insights and recommendations to management
• Issue Resolution & Escalation Management: Lead the resolution of complex support issues act as the final escalation point and ensure high-quality service within defined SLAs
• Process Optimization: Identify inefficiencies in operational workflows recommend targeted improvements and lead initiatives to enhance effectiveness and scalability. Champion change management by guiding teams through process transitions and system upgrades with minimal disruption
• Training & Enablement: Design deliver and continuously improve training programs and enablement resources that increase system proficiency and operational understanding across the business
• Systems Collaboration: Partner with cross-functional teamsincluding Finance Platform and Intelligenceto support system-related requests and ensure tools evolve with business needs. Lead enablement initiatives that align Finance Sales and Technology functions to drive operational growth
• Data Analysis & Insights: Leverage data from finance operations to uncover trends monitor performance and provide actionable insights to stakeholders
• Mentorship & Knowledge Sharing: Mentor junior team members and contribute to a culture of continuous learning and operational excellence through knowledge transfer and coaching
• Documentation & Compliance: Maintain clear and consistent documentation of support processes resolutions and standard operating procedures to ensure transparency and audit readiness

Skills and Qualifications:

• Bachelors degree in Business Administration Finance Operations or related field. MBA or advanced certification is a plus
• 4 years of experience in finance operations sales operations or customer support role preferably within a technology or SaaS company
• Strong understanding of operational processes and tools commonly used in finance enablement functions
• Excellent communication skills both verbal and written with the ability to effectively interact with internal customers at all levels
• Ability to prioritize tasks and manage time efficiently in a fast-paced environment
• Analytical mindset with a problem-solving orientation to effectively troubleshoot issues and propose solutions
• Attention to detail and commitment to delivering high-quality support services
• Proficiency in using CRM systems (e.g. Salesforce CPQ) and other operational tools
• A willingness to adapt to evolving processes and technologies to meet the changing needs of the organization is essential

Benefits Compensation at PitchBook:

Physical Health

• Comprehensive health benefits
• Additional medical wellness incentives
• STD LTD AD&D and life insurance

Emotional Health

• Paid sabbatical program after four years
• Paid family and paternity leave
• Annual educational stipend
• Ability to apply for tuition reimbursement
• CFA exam stipend
• Robust training programs on industry and soft skills
• Employee assistance program
• Generous allotment of vacation days sick days and volunteer days

Social Health

• Matching gifts program
• Employee resource groups
• Subsidized emergency childcare
• Dependent Care FSA
• Company-wide events
• Employee referral bonus program
• Quarterly team building events

Financial Health

• 401k match
• Shared ownership employee stock program
• Monthly transportation stipend

*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.

Compensation

• Annual base salary: $78000-$95000
• Target annual bonus percentage: 7.5%

Working Conditions:

At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity strengthens our connections and drives the innovation that sets us apart. Our culture is built on spontaneous momentsthose hallway conversations whiteboard brainstorms and shared celebrations in each of our global officesthat simply cant be replicated remotely. This role is expected to be in the office 5 days a week.

The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.

Life At PB:

We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. Its our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view listening to others learning and reflecting on what weve heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.

We are excited to get to know you and your background. Concerned that you might not meet every requirement We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.

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