Senior Manager, Financial Planning and Analysis

Posted 5 Days 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
Lead consolidated topline performance analytics by building models and datasets, delivering executive-ready insights, partnering with Finance, IR, Product and GTM, maintaining source-of-truth data and Tableau dashboards, and automating reporting using SQL, Python and AI tools.
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.

The Experience
We are looking for a high-impact Sr. Manager of Finance to join our Topline Data and Insights team. This individual will own the analytical workstreams that drive a consolidated view of company performance — partnering across Corporate Finance, Investor Relations, Product, and Go-To-Market (GTM) to surface insights that connect operational activity to financial outcomes. The role requires both the business acumen to engage credibly with senior stakeholders across functions and the technical depth to independently build the models and datasets that underpin the work.
What You'll Actually Be Doing

Topline Insights & Performance Analytics

  • Own the development and delivery of consolidated topline performance views that integrate signals across business segments, products, and geographies

  • Proactively identify trends, headwinds, and tailwinds in company performance before they surface in standard reporting

  • Build bespoke analytical frameworks and datasets - leveraging SQL, Python, and AI-assisted tools - to answer complex, multi-dimensional business questions

  • Execute ad-hoc strategic deep-dives for senior leadership, with structured, well-documented outputs suited for executive audiences

Cross-Functional Partnership

  • Partner with Corporate Finance, Investor Relations (IR), Product Finance, and GTM teams to align on metric definitions, data sources, and analytical frameworks

  • Serve as the analytical connective tissue across functions - ensuring a consistent, reconciled view of topline performance across all reporting contexts

  • Synthesize findings and present analytical conclusions to senior stakeholders, translating quantitative outputs into clear business narratives

  • Support IR and Corporate Finance & Strategy (F&S) with scenario modeling, growth decompositions, and earnings-cycle analytics

Reporting & Data Infrastructure

  • Maintain authoritative, source-of-truth datasets that serve as the trusted baseline for topline reporting across Corporate, IR, Product, and GTM

  • Develop and maintain Tableau dashboards that enable self-service visibility into topline metrics for cross-functional partners

  • Identify and drive automation of manual, repeatable reporting workflows using SQL, Python, and AI-enabled tooling to improve cycle time and analytical throughput

You're Our Person If...

  • 8+ years of experience in FP&A, corporate finance, or strategic analytics

  • Degree 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.)

  • Strong financial modeling and analytical skills, with experience building scenario models and multi-dimensional performance frameworks

  • Advanced SQL proficiency and working knowledge of Python; experience with Snowflake, Tableau, or equivalent modern data stack tools

  • Demonstrated ability to partner across functions (Finance, IR, Product, GTM) and communicate complex analytical findings to executive audiences

  • Comfort leveraging AI tools (e.g., LLMs, copilots, automation platforms) to accelerate data preparation, pattern identification, and narrative development

  • Exceptional attention to detail - comfortable owning analysis reviewed at the Board and investor level

Even Better If...

  • Experience in a in a SaaS or high-growth technology environment

  • Deep familiarity with SaaS topline metrics (Annual Recurring Revenue (ARR), Bookings, Current Remaining Performance Obligation (CRPO), Attrition) and the operational drivers behind them

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.

Skills Required

  • 8+ years of experience in FP&A, corporate finance, or strategic analytics
  • Strong financial modeling and analytical skills, including scenario models and multi-dimensional performance frameworks
  • Advanced SQL proficiency
  • Working knowledge of Python
  • Experience with Snowflake
  • Experience with Tableau or equivalent modern data stack tools
  • Ability to partner across functions and communicate complex analytical findings to executive audiences
  • Comfort leveraging AI tools (LLMs, copilots, automation platforms) for data preparation and narrative development
  • Exceptional attention to detail; comfortable owning analysis reviewed at Board and investor level
  • Experience in a SaaS or high-growth technology environment
  • Familiarity with SaaS topline metrics (ARR, Bookings, CRPO, Attrition) and operational drivers

Salesforce Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Salesforce and has not been reviewed or approved by Salesforce.

  • Fair & Transparent Compensation Pay is positioned as above-market in the U.S., with multiple peer-reported benchmarks converging around a similar median total compensation figure. Compensation is also framed as broadly viewed as fair in aggregate, even while acknowledging variation by role and group.
  • Parental & Family Support Parental leave is described as notably generous for U.S. caregivers, with additional supports like gradual return-to-work and doula reimbursement. Family-building programs are also emphasized through fertility/adoption/surrogacy support with sizeable reimbursement limits.
  • Wellbeing & Lifestyle Benefits Mental-health and coaching offerings are highlighted as accessible supports alongside financial-wellbeing tools. Volunteer Time Off and donation matching are presented as distinctive lifestyle-aligned benefits that add value beyond cash compensation.

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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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