Advisor, Financial Planning & Analysis jobs in United States
cer-icon
Apply on Employer Site
company-logo

Boomi · 1 day ago

Advisor, Financial Planning & Analysis

Boomi is a fast-growing company focused on connecting everyone to everything through their intelligent integration and automation platform. They are seeking an experienced FP&A professional to lead financial planning for their Research and Development lines of business, manage budgets, and provide strategic financial guidance to support business decisions.

Cloud ComputingData ManagementEnterprise SoftwareSaaS
check
H1B Sponsor Likelynote

Responsibilities

Financial Planning & Analysis: Develop and manage the financial planning processes, including annual budgets, forecasts, and long-term strategic plans
Data Analysis & Reporting: Prepare and present detailed financial reports and analysis to senior management, highlighting trends, variances, and insights that support decision-making
Planning Tools Proficiency: Utilize financial planning tools (such as Adaptive Insights) to streamline budgeting and forecasting processes, ensuring accuracy and efficiency
Cross-Functional Collaboration: Work closely with departments such as Finance, HR, Operations and IT to gather insights and align financial targets with operational goals. Facilitate effective communication of financial data and implications across teams
Performance Monitoring: Analyze business performance metrics and KPIs, providing actionable recommendations for operational improvements and cost efficiencies
Stakeholder Engagement: Build strong relationships with internal stakeholders to foster cooperation and alignment on financial objectives and initiatives
Process Improvement: Identify and implement process enhancements to improve the accuracy and efficiency of financial planning and reporting

Qualification

Financial Planning & AnalysisData Analysis & ReportingPlanning Tools ProficiencyAdvanced knowledge in ExcelStakeholder EngagementBusiness acumenProcess ImprovementCommunication skillsInterpersonal skills

Required

5+ years of experience in Financial Planning & Analysis
Bachelor's degree in Finance, Accounting, Economics, or a related field
Strong Financial awareness and diligence, including risk mitigation
Keen business acumen with the ability to 'read the room'
Excellent communication and interpersonal skills with the ability to partner with many business areas and at the Senior Executive level
Ability to think tactically, strategically and creatively; capable of prioritizing and executing on many projects at once
Ability to understand financial drivers and outcomes in the business; ability to summarize information and effectively present and communicate to both financial and non-financial audiences
Ability to work with large amounts of data and create summaries, project plans, financial projections, period to date progress, and recovery plans when necessary
Advanced knowledge in Excel

Company

Boomi is a software firm that provides cloud integration solutions via a SaaS platform for providers to stay connected with their consumers.

H1B Sponsorship

Boomi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (33)
2024 (37)
2023 (28)
2022 (75)
2021 (46)
2020 (60)

Funding

Current Stage
Late Stage
Total Funding
$979.9M
Key Investors
FirstMark
2022-02-25Debt Financing· $975M
2021-05-02Secondary Market
2021-05-02Acquired

Leadership Team

leader-logo
Michael Morton
Chief Technology Officer
leader-logo
Christopher Port
Chief Operating Officer
Company data provided by crunchbase