Boomi

Financial Planning & Analysis Advisor

Boomi

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $85,000 - $125,000 per year

About the role

  • Develop and manage the financial planning processes, including annual budgets, forecasts, and long-term strategic plans.
  • Prepare and present detailed financial reports and analysis to senior management, highlighting trends, variances, and insights that support decision-making.
  • Utilize financial planning tools (such as Adaptive Insights) to streamline budgeting and forecasting processes, ensuring accuracy and efficiency.
  • 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.
  • Analyze business performance metrics and KPIs, providing actionable recommendations for operational improvements and cost efficiencies.
  • Build strong relationships with internal stakeholders to foster cooperation and alignment on financial objectives and initiatives.
  • Identify and implement process enhancements to improve the accuracy and efficiency of financial planning and reporting.

Requirements

  • 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
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Remote work options
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningbudgetingforecastingfinancial analysisdata analysisKPI analysisfinancial reportingExcelprocess enhancementrisk mitigation
Soft Skills
communicationinterpersonal skillsbusiness acumenstrategic thinkingtactical thinkingcreativityprioritizationcollaborationrelationship buildingpresentation skills