Senior Financial 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 to help inform and guide decision making through business partner support and innovative and insightful analyses. We are looking for a bright, goal oriented individual that will succeed in a fast-paced environment and thrive in building and improving processes that will allow the company to scale with growth. The Corporate team runs the Company’s short & long term financial planning processes. As a Senior Financial Analyst (SFA), you will play an integral role assisting the short term planning team. This is a high visibility, high impact role where you will interact with senior leadership on a regular basis. 

Responsibilities

• Own annual Plan processes & budget target management, tracking risks & opportunities, & creating budget review materials for EVP of Finance & COFO

• Create and present ad hoc financial & scenario analysis including but not limited to total company operating margin, strategic spend, external P&L and expense trends

• Partner proactively with Revenue, Treasury, Tax & other Finance teams during the Company’s key planning processes & quarterly earnings cycles in the development of consolidated Plan, Outlook, and Results deliverables

• Support quarterly external guidance process in partnership with Investor Relations by providing insights on total company operating margin, earnings per share, and other key guided metrics

• Support broader plan/OL team financial modeling & reviews as needed for FX, OIE, Purchased Intangibles, Tax info, & geographic investment analyses

• Own the total company operational scorecard for the COFO highlighting the forecasts & results of key topline, headcount, and efficiency performance metrics in partnership with F&S

• Partner across Close/Outlook/LRP teams to operationalize more real-time P&L updates in scenario model & understand the flow through on 3-statement financials (current year & LRP)

• Build & maintain cross functional relationships with the broader F&S team

Required Qualifications

• 2+ years related experience in FP&A, Accounting, Analytics, or Management Consulting

• Foundational FP&A experience required with a deep knowledge of financial statements 

• Excellent communication skills (written and verbal) with an ability to explain complex issues in an understandable way

• Ability to work collaboratively in a team environment with competing priorities and influence at all levels within the organization

• Advanced skill with financial modeling in Excel or GSheets

• Highly motivated, detail oriented, self-aware and responsive

• Experience creating Powerpoint/Google Slide presentations for management. 

• BA/BS degree or equivalent

Preferred Qualifications

• Large-scale technology or SaaS company experience preferred 

• Familiarity with financial planning tools (e.g., Adaptive Insights/Workday Adaptive Planning) and proficiency in Excel/Google Sheets

• Ability to manage multiple priorities simultaneously in a fast-paced, matrixed environment

• Strong financial modeling skills

• Proven  process-improvement track record

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.

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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.