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!*

Boomi is committed to fair and equitable compensation practices. The bas