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 20,000+ employees in over 90 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.

• Achieved gold-standard board status and recognized nationally for exceeding fundraising goals• Increased Boston Heart Walk annual grassroots fundraising by 300% in 5 years.

• Built Financial Planning and Analysis function, creating a geographically dispersed team of finance business partners aligned with all key functions• Developed and delivered strategic scorecards (KPIs) improving accountability, alignment, and results • Implemented Workday Adaptive financial planning, migrating from Excel, reducing reporting effort and improving quality control.• Responsible for strategic planning, budget, forecast, analyzing results, and board reporting, presenting results for $50m ARR, series C funded, SaaS company.Panorama is a fast-growing national technology company focused on radically improving education. More than 1,500 school systems serving 13 million students across all 50 states have adopted our platform to understand students’ academic and social-emotional strengths and to identify those in need of additional support.Responsible for providing financial counsel to the revenue, technology, product, and client experience organizations, with a focus growth and spend management. Elevated the role of financial planning and analysis as a critical business partner supporting each function within the organization. Provided key financial insight to drive strategic decisions, financial forecasts, and operating plans. Built and led a diverse, geographically dispersed team aligned with functional leadership. Delivered value-added strategic performance reporting to drive alignment, accountability, and influence decision making.Provided strong leadership to the finance function to support scalable growth via organic customer development and strategic acquisition. Advised management on financial analysis and forecasting issues as well as business planning approaches; created a strong cost and profitability management discipline; developed business relationships across the organization. Assessed emerging trends in the business’ operations, analyzing and presenting their potential impact, and recommending action steps.

• Developed multi-year growth strategy and plan to double workplace managed account assets, deliver customer value, and improve financial results in 5 years• Aligned client management, product, marketing, and distribution functions to accelerate growth, driving asset penetration rates• Implemented customer reporting driving increased engagement via personalized messaging

• Managed team of 35 responsible for development and delivery of financial education programs and managing corporate events, improving efficiency by 20% in 6 months• Led strategy and prioritization efforts across an agile organization consisting of 10 teams tasked with creating lifetime relationships with customers

• Drove expansion of institutional customer relationships to include retail offerings and creation of lifetime relationships, increasing asset flows by 63% in 2 years• Implemented integrated digital experience for 2M multi-product customers that engaged on the web 200M times a year, driving a $52b increase in asset consolidation• Drove asset retention strategy 401k rollover opportunity, driving a >50% retention rate

• Managed combined $650m P&L for Equity Compensation, Pension, Health & Welfare, and Payroll businesses and led a team of 9 finance professionals• Reduced acquisition costs by 50% and operational unit costs by 19% across benefits businesses, enabling competitive pricing, increasing profitability by 23% in 2 years