Financial Planning & Analysis Analyst

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Job Category

Finance

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

At Salesforce, Finance and Strategy (F&S) works closely with leaders across the organization to produce financial plans and deliver key insights to drive the best possible investment decisions, focusing primarily on growth and execution of our aggressive long-range plans.

We have an exciting opportunity for a Financial Analyst on the Finance & Strategy (F&S) team supporting Customer Success, working across geographies on worldwide tasks and initiatives. This is a key position that will operate cross-functionally with F&S, Customer Success business partners, corporate finance, and recruiting/ES. The ideal candidate is a self-motivated individual who thrives in a fast-paced environment, capable of delivering exceptional results through dynamic ad-hoc analysis, top-line planning, and robust financial consolidation as the business continuously evolves.

We are looking for bright, goal oriented individuals that will succeed in a fast-paced environment and thrive in building and improving processes that will allow the company to scale with growth. Ideally, the candidate will be a self-motivated individual with a process improvement mindset that drives financial accuracy and data driven insight.

Responsibilities

• Support teams in developing the annual business plan, quarterly forecast updates, and financial consolidation by providing required data trends, reports, and insights.

• Build strong relationships with key business partners, establishing trust and gaining an understanding of relevant business drivers.

• Support Bookings and Revenue planning initiatives.

• Conduct deep-dive ad-hoc analysis and modeling to support strategic decision-making in a rapidly changing, dynamic business environment.

• Assist with the financial and operational integration of new acquisitions, specifically supporting the integration of Informatica.

• Develop scalable headcount reporting to support self-service budget requests & insights, including standard costing models to support scenario analysis

• Work cross-functionally with Finance & Strategy, Recruiting, Employee Services, and Customer Success leadership to ensure alignment and accuracy.

• Demonstrate intellectual curiosity and successfully deliver process improvement while meeting critical deadlines.

Required Qualifications

• Bachelor’s degree in Finance, Economics or other relevant discipline or equivalent 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.)

• At least 1 to 2 years post-qualification experience in an FP&A, Finance & Strategy, Accounting, Operations, Business Consulting, or Sales Strategy function of a multinational entity.

• Strong MS Excel or Google Sheet. Hyperion and/or Smartview is a plus.

• Strong data analysis skills. Familiarity / experience with SQL queries, Snowflake, and Tableau (certification preferred) is a plus.

• Excellent communication and interpersonal skills, with a history of executive-level business partnering.

• Track record of successful and quantifiable process improvement projects.

• Interest in process innovation and improvement methodologies.

Preferred Qualifications

• Experience with the following systems - Google Suite, Hyperion, Tableau, Workday financials.

• Understanding of GAAP and expense recognition principles.

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

• Passion for process improvement and challenging the status quo.

• Detail-oriented to ensure accuracy in completion of tasks.

• Experience with managing and reconciling spend to budgets.

• Ability to multitask effectively and adapt quickly to changing requirements and priorities.

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

• Great teammate - thrives in an environment of collaboration.

• Excellent 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.

• Highly motivated, self-aware, collaborative, and responsive. *LI-Y

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 need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

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.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.