Senior Financial Analyst

Reposted 6 Hours Ago
Be an Early Applicant
2 Locations
In-Office
Senior level
Cloud • Software
If you’re ready to build your future — and the future of technology — then you’re in the right place.
The Role
The Senior Financial Analyst will lead strategic financial modeling, manage forecasting processes, and enhance reporting and data collection for better decision-making.
Summary Generated by Built In

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

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.

We are looking for a high-impact Senior Financial Analyst to serve as a strategic partner within our AMER Go-To-Market Finance & Strategy (F&S) team. In this role, you won’t just manage data—you’ll translate it into actionable insights that help Salesforce scale. You are a self-starter who thrives in a fast-paced environment and excels at building the processes that drive global growth.

Responsibilities:

  • Strategic Modeling: Lead the development and enhancement of complex financial models to drive business planning and long-term strategic initiatives.

  • Enterprise Ownership: Own the consolidation of functional expenses and headcount, providing enterprise-level analysis that informs executive decision-making.

  • Insightful Reporting: Deliver high-quality monthly and quarterly management reporting packages, focusing on the "why" behind the numbers.

  • Forecast Management: Drive the monthly and quarterly forecasting and close processes, ensuring global alignment on timelines and data integrity.

  • Process Innovation: Proactively identify and implement automation and workflow improvements to streamline central reporting and data collection.

  • Cross-Functional Partnership: Act as a key liaison across F&S, the Finance Data Office, and Controllership to ensure accuracy and strategic alignment.

Required Qualifications

  • Degree in Finance or a relevant discipline 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.).

  • 3–5+ years of experience in FP&A, Corporate Finance, or Finance & Strategy at a multinational organization.

  • Advanced proficiency in MS Excel, Hyperion, and Smartview.

  • Strong experience with data visualization (Tableau/PowerBI) and a plus for SQL or Snowflake.

  • Proven track record of leading quantifiable process improvement projects.

  • Strategic Communicator: Ability to present clear, concise, and professional insights to senior stakeholders.

  • Adaptive Leader: Comfortable navigating ambiguity and managing competing priorities with a "Get it Done" attitude.

  • Collaborative Partner: Strong emotional intelligence and the ability to build trust across global teams.

  • Analytical Rigor: Sharp attention to detail with a constant drive for efficiency and scale.

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 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.

Top Skills

Hyperion
Excel
Power BI
Smartview
Snowflake
SQL
Tableau
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The Company
HQ: San Francisco, CA
72,000 Employees

What We Do

Salesforce is the #1 AI CRM, where Humans with agents drive customer success together. Through Agentforce, our groundbreaking suite of customizable agents and tools, Salesforce brings autonomous AI agents, unified data from any source, and best-in-class Customer 360 apps together on one integrated platform to help companies connect with customers in a whole new way. Salesforce is democratizing AI agents for businesses of every size and industry so every company can embrace a workforce without limits. Our low code, open, and secure platform helps companies build and customize Salesforce fast so they can safely scale AI-powered work to every customer and employee experience and transform their business. Salesforce is proud to be the market leader, but we’re even more proud to lead in philanthropy, innovation and culture. Guided by core values of trust, customer success, innovation, equality, and sustainability, Salesforce is more than a business — we’re a platform for change.

Why Work With Us

There’s no typical day in the life of a Salesforce employee. You could be transforming our next AI innovation — or transforming your community. Closing deals — or closing your laptop for a day of Volunteer Time Off. Driving change for our customers — or driving change within one of our high-performing teams.

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