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

The Finance & Strategy (F&S) team serves as a trusted advisor to the business, guiding decision-making through strong business partnership and insightful, innovative analysis. We are seeking forward-thinking, results-oriented individuals who thrive in a fast-paced environment and can improve processes to help the company scale with growth.

This role’s primary responsibilities will be focused on functional expense and headcount consolidation, centralized management reporting, and cross-functional collaboration with global stakeholders across the F&S organization, the Finance Data Office, and Controllership. The ideal candidate will bring strong analytical skills and a systems-oriented mindset.

Responsibilities

• Build, maintain, and enhance centralized financial models to support business planning and strategic initiatives
• Consolidate and synthesize global financial inputs (e.g., expense, headcount, forecasts) across business units and regions to support enterprise-level analysis and executive decision-making
• Assist in preparation of monthly, quarterly, and annual management reporting packages
• Support monthly, quarterly, and annual forecasting and close processes by managing timelines, consolidating inputs, and performing quality checks
• Collaborate with other stakeholders to gather data for insights and accuracy
• Identify and recommend opportunities to improve existing financial processes, reporting and data collection methods.
• Leverage systems and automation tools to streamline central reporting workflows
• Document financial procedures and best practices to ensure consistency and knowledge transfer.
  
  

Required Qualifications

• Degree or equivalent relevant experience required. Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
• 1–2+ years of post-graduate experience in FP&A, Corporate Finance, or a Finance & Strategy function
• Strong skills in MS Excel, Hyperion, Smartview and Google Suite.
• Excellent communication and interpersonal skills.
• Track record of successful and quantifiable process improvement projects.
• Highly collaborative team player with a self-starter mindset, strong initiative and Get it Done attitude
• Comfortable managing ambiguity and competing priorities in a dynamic environment
• Ability to establish and manage stakeholder relationships
• Clear, concise and professional communications – written & verbal; interpersonal skills
• Emotional Intelligence, empathetic mindset and humility to create space for learning
• Sharp attention to detail and strong analytical thinking
• Strong desire to process improve and drive efficiencies
  
  

Preferred Qualifications

• Experience with SQL and Snowflake is a plus.
• Experience with data visualization tools (Tableau, PowerBI) and automation tools (Tableau Prep, Alteryx, etc.) preferred
  
  

This role is hybrid and goes into the office 3 days per week in Indianapolis, IN or Atlanta, GA.

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.

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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.