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