Finance Business Partner - Professional Services

We are seeking a strategic and detail-oriented Finance Business Partner to oversee the P&L for our Professional Services functions within a SaaS environment. In this role you will partner with stakeholders across the company to deliver insightful financial analysis and recommendations enabling data-driven decisions that drive growth efficiency and profitability. Your expertise will play a crucial role in supporting our subscription-based business model and enhancing customer success outcomes.

What youll do:

• SaaS P&L Management: Take ownership of Services and Support P&L ensuring precise revenue recognition expense forecasting and profitability analysis in alignment with SaaS metrics and reporting standards
• Services Metrics:
• Own capacity and bookings to revenue models for professional services organization
• Understand and model how services attach to subscription bookings
• Analyze and report on metrics such as Customer Lifetime Value (CLV) Customer Acquisition Costs (CAC) and Net Dollar Retention (NDR) to inform business strategy
• Budgeting & Forecasting: Lead annual budgeting and quarterly forecasting processes for Services and Support teams ensuring alignment with overall company objectives
• Strategic Business Partnering: Collaborate with Customer Success Support and Product teams to provide financial guidance and ensure alignment with company goals
• Financial Modeling: Develop detailed models to evaluate new initiatives pricing strategies and operational efficiency opportunities
• KPI Reporting: Design and maintain dashboards to track KPIs specific to SaaS operations providing real-time insights for senior leadership
• Compliance & Governance: Ensure financial practices comply with SaaS-specific regulations and accounting standards (e.g. ASC 606)

The Experience you bring:

• Education: Bachelors degree in finance Accounting Economics or a related field
• Experience: 10 years of FP&A experience with a strong preference for candidates from SaaS or subscription-based industries
• Technical Skills:
• Proficiency in SaaS financial tools and platforms such as Salesforce NetSuite and Adaptive Insights
• Advanced Excel and financial modeling skills are essential
• Analytical Skills: Deep understanding of SaaS metrics subscription-based revenue recognition and financial modeling for customer success initiatives
• Soft Skills: Excellent communication and collaboration skills with the ability to translate financial data into actionable insights for non-finance stakeholders.

Bonus points if you have:

• Familiarity with ASC 606 revenue recognition SaaS pricing models and customer success finance frameworks

Arent sure if youre a match We know that impostor syndrome and the confidence gap can prevent us from meeting spectacular candidates so dont 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 $128000 - $175000 annually applicable bonus. This position is remote-friendly and as such final compensation will be determined by various factors including the candidates knowledge skills experience and geographic location. Click here for an overview of our benefits at Boomi!