Financial Planning & Analysis Manager

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You're in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

Overview of the Role:
The Finance & Strategy (F&S) team serves as a trusted advisor to the business to help guide decision-making through business partner support and innovative and informative analyses. We are looking for forward-thinking, results-oriented individuals that will succeed in a fast-paced environment and thrive in leading teams, and improve processes that will allow the company to scale with growth!

This manager will be a member of the Digital Enterprise Technology (DET) F&S team. They will be the financial business partner to the CIO organization, partnering with the business to provide decision support through financial analysis to ensure optimal returns on strategic investments. The nature of the work will include short term and long term financial planning, detailed analytic models, building scalable reporting frameworks and dashboards, packaging findings into presentation-ready content, and presenting this content to Salesforce executives. The ideal candidate must be adept operating at both a strategic and tactical level.

Responsibilities:

• Prepare and deliver clear, compelling, and concise financial updates and presentations to the CIO leadership team and other executive stakeholders, translating complex financial data into actionable business narratives.

• Lead the development, analysis, and management of the short-term and long-term financial plans. This includes long range plan, annual budgeting, forecasting, and monthly close variance analysis.

• Independently address new analytical requests, understand the main question being asked, gather relevant data, build models, validate assumptions, perform analysis, and present executive-level summarized results in a compelling manor.

• Develop financial models and scenario analyses to evaluate potential investments, cost-saving initiatives, and strategic business decisions.

• Partner with business and accounting teams to understand and analyze monthly budget variances, and present actionable insights that help the organization flex and react to short-term changes.

• Lead and support various ad-hoc financial projects and deep-dives as required by the business leadership.

Required Qualifications:

• BA/BS degree or equivalent experience and minimum of 5+ years FP&A or relevant work experience. Experience will be evaluated based on the Core Competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.).

• Core foundational FP&A experience: accounting, planning, forecasting, variance analysis

• Experience building financial and decision support models, along with good analytical and independent problem-solving skills

• Track record of identifying opportunities and successfully leading process improvement or other strategic projects

• High degree of comfort with ambiguity and an ability to effectively multi-task in a fast-paced, quickly changing environment

• Ability to work cross-functionally and influence at all levels within the organization

• Strong MS Excel, Hyperion, Smartview, Tableau and Google suite, or other financial and data visualization software

• Good communication skills (written and verbal) with an ability to explain complex issues in an understandable way

• Intellectual curiosity, fueled by a proactive approach to continuously expand one's skillset

This role is hybrid and goes into the office 3 days per week.

Unleash Your Potential

When you join Salesforce, you'll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we'll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future - but to redefine what's possible - for yourself, for AI, and the world.

Accommodations

If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that's inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.