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

Job Description

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.

How You'll Make An Impact

We are seeking a Strategic Finance Lead to operate as an internal investment function for Boomi - owning how we evaluate, prioritize, and track the company’s most critical growth investments. This role is focused on investment decision-making and capital allocation, with budgeting, forecasting, and reporting owned by a separate FP&A team.

In this role, you will partner directly with senior leadership to drive capital allocation decisions across product, go-to-market, and other strategic initiatives. You will apply an investor mindset to assess trade-offs, underwrite key investments, and ensure capital is deployed against the highest-return opportunities.

This is a high-visibility role with exposure to executive leadership and company-wide strategic decisions. You will work at the intersection of finance, strategy, and operations - bringing analytical rigor, market perspective, and strong judgment to influence outcomes.

This role reports to the Senior Director of Strategic Finance.

What You'll Do

• Capital Allocation & Investment Underwriting
• Lead the evaluation and prioritization of strategic initiatives, applying rigorous financial analysis and judgment to inform capital allocation decisions
• Build investment cases, assess risk/return trade-offs, and partner with senior leaders to determine where to deploy resources for maximum impact
• Strategic Initiative Ownership & Performance Tracking
• Establish frameworks to track performance of key investments against expected returns
• Proactively identify risks and opportunities, and drive course-correction discussions with business leaders
• Company-Wide Financial Strategy & Valuation
• Own the linkage between strategic initiatives and the company’s multi-year financial model and valuation trajectory
• Translate operational decisions into long-term financial impact, ensuring alignment with company-wide priorities
• Executive & Investor-Level Communication
• Develop clear, compelling narratives for executive leadership that synthesize complex analyses into actionable insights
• Support investor-facing materials and strategic storytelling around growth, performance, and market positioning
• Market Intelligence & Benchmarking
• Maintain a strong point of view on the competitive landscape, SaaS market dynamics, and valuation trends
• Lead benchmarking efforts against peers to inform strategy, performance targets, and investment decisions
• Cross-Functional Partnership
• Partner closely with leaders across Product, Sales, Marketing, and Strategy to shape and evaluate key business initiatives
• Act as a thought partner - not just an analyst - in driving strategic decisions

The Experience You Bring

• 7+ years of relevant experience, including experience in investment banking, private equity, equity research, or consulting
• Strong foundation in financial modeling, valuation, and investment analysis
• Experience evaluating business performance and investment opportunities through an investor lens Ability to connect detailed analysis to big-picture strategic and financial outcomes Track record of influencing senior stakeholders through clear thinking, strong judgment, and executive presence
• Excellent written and verbal communication skills, with the ability to craft compelling narratives from data
• High attention to detail combined with the ability to operate at a strategic level
• Comfort operating in a fast-paced, high-growth environment with evolving priorities
• Familiarity with SaaS business models, metrics, and valuation frameworks

Bonus Points If You Have

• Experience in both financial services (IB/PE/ER) and a corporate operating role
• MBA or CFA
• Experience with tools such as FactSet, PitchBook, or Bloomberg

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!

#LI-JL1 #LI-REMOTE

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.