Manager, Financial Planning & Analysis - COFO

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Job Category

Finance

Job Details

About Salesforce

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Overview of the Role

The Finance & Strategy (F&S) team serves as a trusted adviser 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!

Lead consolidations, forecasting coordination, and finance operations across Chief Operation & Financial Officer (COFO) (COO + CFO organization) while driving process standardization, reporting transformation, and operational improvements that enhance decision-making, scalability, and execution across the organization.

In this role, the Manager will bring together expertise in Finance processes and a deep understanding of both businesses to establish best practices for the team. This role serves as a central connector across Finance, partnering closely with Corporate Finance, business stakeholders, and systems teams to drive alignment and ensure accurate and timely financial deliverables while continuously identifying opportunities to improve processes, reporting, and operational effectiveness.

The role requires a combination of strong financial acumen, systems and data proficiency, operational leadership, intellectual curiosity, and the ability to translate ambiguity into practical, scalable solutions.

 

Responsibilities

• Lead consolidations activities across close and forecast cycles for COFO, partnering closely with Corporate Finance to ensure accurate, timely, and consistent financial reporting and forecasting

• Own and coordinate the headcount forecasting process across COFO functions, including alignment across finance business partners and enterprise systems, along with heavy data manipulation, reconciliation and utilization of AI tools.

• Partner cross-functionally across Finance to standardize forecasting methodologies, reporting processes, and planning practices while ensuring alignment and execution of time-sensitive deliverables across COFO teams

• Develop executive-level reporting and insights that improve visibility into business performance and support decision-making for senior leadership, including to our COFO 

• Lead strategic initiatives focused on process improvement, operational scalability, reporting transformation, and workflow automation through the application of AI and advanced data technologies

• Lead COFO representation in cross-functional forums like the Finance Data Office and the AI Council. 

• Proactively identify operational gaps, inefficiencies, and emerging business needs through curiosity-driven analysis, then translate findings into practical, scalable solutions that improve organizational effectiveness

• Independently structure and execute complex analytical requests, including gathering and validating data, developing models, synthesizing insights, and presenting clear recommendations to leadership stakeholders

• Cultivate influence through a collaborative leadership style, using judgment to lead, challenge, or support teams as needed to achieve desired outcomes

Required Qualifications

• BA/BS degree /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.)

• Strong executive communication skills with the ability to simplify complex topics into clear insights and recommendations

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

• Demonstrated success leading process improvements, operational enhancements, and strategic initiatives from concept through implementation

• Ability to deal with a fast moving dynamic environment with high degree of ambiguity and constant change

• High degree of intellectual curiosity with a proactive approach to identifying opportunities, investigating root causes, and driving practical business solutions

• Ability to operate independently in ambiguous environments while maintaining strong prioritization and execution discipline

• Exceptional analytical rigor and attention to detail while maintaining focus on broader organizational objectives and business impact

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

This role is hybrid and goes into the office in Indianapolis, IN or Atlanta, GA 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 need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

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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.