Director, Financial Planning & Analysis

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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 adviser to the business to help inform and guide decision making through business partner support and insightful analyses. We are looking for results oriented and intellectually curious team members that will thrive in an a rapidly changing business environment.
Within the F&S organization, this position will serve as a key business partner to the Data360 (formerly known as Data Cloud) team. Data360 is one of Salesforce's fastest growing products, and this role will play a key role in scaling Data360 successfully. As a Finance partner you will balance maintaining financial control with strategic decision support and custom analyses to help guide the business towards its strategic goals.
Responsibilities

• Serve as primary Finance Business partner to the GMs / Product Managers for DataCloud as well as the supporting Engineering leadership teams

• Establish a network of subject matter experts from across the company, earning trust and gaining an understanding of relevant drivers and performance metrics to develop a complete 360 view of these products’ business model, especially with respect to economic drivers like Price and Quantity contribution to Revenue

• Work closely with Technology, Marketing and Products (TMP) leaders to align on investment decisions utilizing ROI analysis and other decision frameworks to optimize resource allocations and drive financial performance

• In partnership with our Infrastructure teams - analyze and monitor the Cost to Serve model for Data360 and other new data products

• Drive process improvement and standardization in budgets and planning while providing guidance and indirect mentorship to junior members

• Collaborate on Long Range Plans (“LRP”) to ensure strategic alignment across the enterprise

• Engage on a variety of ad hoc projects which could include; new product launches, M&A activity, accounting determinations, SaaS economics, consumption economics, and other duties as assigned

Required Qualifications

• Bachelor’s degree in Finance, Economics or other relevant discipline or equivalent experience. MBA and professional certifications valued. Experience will be evaluated based on the Core Competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)

• A minimum of 8 years of relevant experience in finance, consulting, or analytics

• Proven track record of achievement, process improvement and professional growth

• Extensive financial modeling experience

• Proficiency with financial systems; in particular enterprise grade ERP, Planning & Analysis, and BI systems

• Excellent communication skills, including the ability to partner with diverse stakeholders to achieve alignment, drive results and present outcomes

• Ability to work autonomously while maintaining connections to a our globally distributed teams

• Intellectual curiosity and a willingness to learn and grow

• Problem solving and analysis skills, strong business judgment and the ability to communicate risks and opportunities

• Charismatic storyteller, lover of building relationships and collaborating in a cross-disciplinary environment

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