Senior Manager, Financial Planning & Analysis

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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 is responsible for delivering financial predictability and control, business accountability, insight to optimize decisions and resources and shareholder success.

The Corporate F&S team is seeking a Senior Manager to join the Corporate F&S Revenue team focusing on global revenue forecasting, metrics and reporting.

This role partners closely across F&S and Investor Relations to deliver an accurate financial forecast and insights.

The role requires strong top-line forecasting skills coupled with a high degree of internal customer interaction across the broader finance organization.

The selected candidate will be responsible for delivering a high degree of forecast accuracy in the company's revenue forecast and effectively communicating the revenue forecast, topline risks and opportunities to finance leadership.

Responsibilities:

• Deliver an accurate revenue forecast

• Topline scenario planning, effectively communicating risks & opportunities

• Consolidate global revenue reporting and prepare impactful presentations that deliver messages clearly and engage the audience

• Supervise, coach, and mentor team in day-to-day responsibilities and career development

• Drive revenue and topline insights for the EVP – Finance and COFO

• Partner across finance and the business in the composition and delivery of the revenue forecast:
  - Corporate F&S Planning: delivery of the topline forecast to finance leadership
  - Investor Relations: revenue guidance & external narrative
  - Professional Services F&S: analysis & consolidation of forecast
  - GTM F&S: ACV forecast, delivery of revenue & cRPO forecast to Sales leaders
  - Product F&S: product revenue forecast & insights
  - Controllership (Revenue Recognition & Revenue Accounting) to effectively incorporate revenue adjustments into the forecast

Required Qualifications:

• Bachelor's Degree: preferably in Finance, Economics and/or Accounting 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.)

• 8+ years of experience in Financial Planning & Analysis or a combination of Financial Planning & Analysis, Revenue Accounting and/or Financial Audit

• Leadership experience: ability to manage up, down and across; strong business partnership skills

• Substantial experience building, maintaining and reviewing complex financial models

• Excellent executive communication, reporting, and presentation skills

• Ability to manage through ambiguity and prioritize effectively in a fast-paced, quickly changing environment

• Self-starter who can navigate through ambiguity while aligning with business partners

• Demonstrated use of AI in daily work

• Willingness to challenge the status quo and implement new processes

Preferred Qualifications:

• Advanced education/certification (e.g. MBA, CFA, CPA) or equivalent experience.

• Knowledge of software revenue recognition under ASC 606

• Self-starter who can navigate through ambiguity while aligning with business partners

This role is hybrid and goes into the office 3 days per week.

Unleash Your Potential

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Accommodations

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Posting Statement

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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.