Advisor, Financial Planning & Analysis

We are seeking an experienced FP&A professional to lead the financial planning for our Research and Development lines of business, manage budgets, and give strategic financial guidance to the organization. In this role, you will oversee budgeting, forecasting, and long-term planning processes, delivering detailed reports and analysis that inform and collaborate with senior management to support business decisions. Your expertise will be pivotal in driving data-driven decision-making and support the overall growth initiatives of the company. Building strong relationships with internal stakeholders is key, as you’ll work closely across multiple business lines to drive alignment and communicate financial insights effectively and proactively.

What You'll Do:

• 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.

The Experience You Bring:

• 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

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 $85,000 - $125,000 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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