Strategic Finance Lead (Ex-Investment Banking / Private Equity / Equity Research)

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About Boomi and What Makes Us Special

Are you ready to work at a fast-growing company where you can make a difference? Boomi aims to make the world a better place by connecting everyone to everything, anywhere. Our award-winning, intelligent integration and automation platform helps organizations power the future of business. At Boomi, you’ll work with world-class people and industry-leading technology. We hire trailblazers with an entrepreneurial spirit who can solve challenging problems, make a real impact, and want to be part of building something big. If this sounds like a good fit for you, check out boomi.com  or visit our Boomi Careers page to learn more.

We are seeking a highly motivated and skilled Strategic Finance Lead to join our team and play a crucial role in solving some of Boomi’s most pressing business problems. You will work closely with cross-functional teams and senior leadership to vet investment ideas and assist in capital allocation decisions. You will not only own the long-range plan for the company, but also play a pivotal role in measuring and monitoring the impacts of core initiatives in their ultimate delivery to the company’s financial success. This is a high visibility role where you’ll get exposure to many facets of the business and be focused on some of our highest-priority investments. This role reports to the Senior Director of Strategic Finance at Boomi.

What You’ll Do:

• Capital allocation: Collaborate with cross-functional teams to identify and prioritize strategic initiatives that will have the largest impact on the business.
• Initiative tracking: Provide oversight throughout the implementation of strategic initiatives, ensuring alignment with company goals and financial targets. Monitor progress, identify potential risks, and propose corrective actions as necessary.
• Cross-functional collaboration: Work closely with other departments such as Sales, Marketing, Strategy, and Product to align financial goals with overall business objectives.
• Long-range plan: Tie all initiatives to the multi-year financial model and ultimate impact on the company’s valuation.
• Market research and benchmarking: Stay current on industry trends and the competitive landscape, providing insights on market dynamics and their impact on the company's financial strategy. Lead benchmarking efforts to compare the performance against industry peers to identify areas for improvement and propose changes that align with industry best practice.
• Investor-facing materials: Develop compelling narratives that showcase the company's strategic direction, financial performance, and growth prospects.

The Experience You Bring:

• BA/BS degree
• 7+ years of experience in equity research, private equity, investment banking, consulting, or strategic finance roles (experience operating in a corporate environment preferred)
• Public SaaS company exposure with in-depth knowledge of the technology software industry and current market trends; this includes a strong understanding of SaaS financial metrics and KPIs
• Demonstrated mastery in financial modeling and valuation techniques
• Strong analytical skills with the ability to synthesize complex information and draw actionable insights
• High attention to detail
• Experience guiding and crafting a clear story from data, with the ability to influence decision-making through strong judgment, credibility, and executive presence; excellent written and verbal communication skills
• Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively
• Collaborative mindset with a strong ability to build relationships and work cross-functionally with diverse teams.
• Proficiency in Microsoft Office Suite
• Experience using financial data providers such as FactSet, Pitchbook, and Bloomberg

Bonus Points If You Have:

• MBA or CFA
• Experience operating in a corporate environment

Aren’t sure if you’re a match? We know that impostor syndrome and the confidence gap can prevent us from meeting spectacular candidates — so don’t hesitate to apply; you could be the perfect fit!

Boomi is committed to fair and equitable compensation practices. The base compensation for this position in the US ranges between $125,000 - $175,000 annually + applicable bonus. This position is remote-friendly and, as such, final compensation will be determined by various factors including the candidate’s knowledge, skills, experience, and geographic location. Click here for an overview of our benefits at Boomi!

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Be Bold. Be You. Be Boomi. We take pride in our culture and core values and are committed to being a place where everyone can be their true, authentic self. Our team members are our most valuable resources, and we look for and encourage diversity in backgrounds, thoughts, life experiences, knowledge, and capabilities.  

All employment decisions are based on business needs, job requirements, and individual qualifications.

Boomi strives to create an inclusive and accessible environment for candidates and employees. If you need accommodation during the application or interview process, please submit a request to talent@boomi.com. This inbox is strictly for accommodations, please do not send resumes or general inquiries.