Financial Planning & Analysis Manager
Salesforce, Atlanta, GA, United States
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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. Ambition meets action, tech meets trust, and innovation is a way of life. Salesforce looks for Trailblazers passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.
Overview Of The Role
The F&S Finance Business Partners team (F&S FBP) is hiring a manager to support the Americas Professional Services organization. You will work closely with finance and operations colleagues to consult on planning, reporting, and decision support, including resource investment strategies, revenue forecasting, and key business performance drivers. You are a clear, effective communicator who collaborates well across diverse teams and is motivated to navigate both complex ad‑hoc work and cyclical planning and reporting while managing time and priorities effectively.
Responsibilities
Partner with and support senior leadership of Americas Professional Services to drive optimal financial strategy
Facilitate decision making on investment strategies, operational efficiency, and resource allocation
Produce strategic, actionable insights from financial and operational data
Build the Annual Financial Plan, quarterly Outlooks, and monthly forecasts aligned to business strategy
Partner cross‑functionally to deliver weekly revenue forecast updates
Analyze financial results, distill key trends, assess current and future business risks, and communicate key messages to senior management
Analyze various datasets to generate insightful recommendations for the leadership team
Ad‑hoc reporting and analysis as needed
Required Qualifications
Degree or equivalent relevant experience. Experience will be evaluated based on the values and behaviors for the role (e.g., extracurricular leadership, military, volunteer, or work experience).
Minimum of 5+ years of relevant experience in finance, consulting, or analytic roles
Proven track record of achievement, process improvement, and professional growth
Extensive financial modeling experience, including advanced spreadsheet skills
Proficiency with financial systems, including ERP, Planning & Analysis, Tableau, or other business information systems
Excellent communication skills, including the ability to partner with diverse customers to achieve alignment, drive results, and present outcomes
Ability to work autonomously while maintaining connections to a globally distributed team
Intellectual curiosity and willingness to learn and grow
Problem‑solving and analysis skills, strong business judgment, and the ability to communicate risks and opportunities
This role is hybrid and requires in‑office presence 3 days per week.
Accommodations
If you need a reasonable accommodation during the application or recruiting process, please submit a request via the Accommodations Request Form.
Posting Statement
Salesforce is an equal opportunity employer and maintains a policy of non‑discrimination for all employees and applicants for employment. Employees and applicants 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 any other classification protected by law. This policy applies to recruiting, hiring, job assignment, compensation, promotion, training, performance assessment, discipline, termination and all other employment decisions.
In the United States, compensation will be determined by factors such as location, job level, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to support a healthy work life, 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 are available at https://www.salesforcebenefits.com.
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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. Ambition meets action, tech meets trust, and innovation is a way of life. Salesforce looks for Trailblazers passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.
Overview Of The Role
The F&S Finance Business Partners team (F&S FBP) is hiring a manager to support the Americas Professional Services organization. You will work closely with finance and operations colleagues to consult on planning, reporting, and decision support, including resource investment strategies, revenue forecasting, and key business performance drivers. You are a clear, effective communicator who collaborates well across diverse teams and is motivated to navigate both complex ad‑hoc work and cyclical planning and reporting while managing time and priorities effectively.
Responsibilities
Partner with and support senior leadership of Americas Professional Services to drive optimal financial strategy
Facilitate decision making on investment strategies, operational efficiency, and resource allocation
Produce strategic, actionable insights from financial and operational data
Build the Annual Financial Plan, quarterly Outlooks, and monthly forecasts aligned to business strategy
Partner cross‑functionally to deliver weekly revenue forecast updates
Analyze financial results, distill key trends, assess current and future business risks, and communicate key messages to senior management
Analyze various datasets to generate insightful recommendations for the leadership team
Ad‑hoc reporting and analysis as needed
Required Qualifications
Degree or equivalent relevant experience. Experience will be evaluated based on the values and behaviors for the role (e.g., extracurricular leadership, military, volunteer, or work experience).
Minimum of 5+ years of relevant experience in finance, consulting, or analytic roles
Proven track record of achievement, process improvement, and professional growth
Extensive financial modeling experience, including advanced spreadsheet skills
Proficiency with financial systems, including ERP, Planning & Analysis, Tableau, or other business information systems
Excellent communication skills, including the ability to partner with diverse customers to achieve alignment, drive results, and present outcomes
Ability to work autonomously while maintaining connections to a globally distributed team
Intellectual curiosity and willingness to learn and grow
Problem‑solving and analysis skills, strong business judgment, and the ability to communicate risks and opportunities
This role is hybrid and requires in‑office presence 3 days per week.
Accommodations
If you need a reasonable accommodation during the application or recruiting process, please submit a request via the Accommodations Request Form.
Posting Statement
Salesforce is an equal opportunity employer and maintains a policy of non‑discrimination for all employees and applicants for employment. Employees and applicants 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 any other classification protected by law. This policy applies to recruiting, hiring, job assignment, compensation, promotion, training, performance assessment, discipline, termination and all other employment decisions.
In the United States, compensation will be determined by factors such as location, job level, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to support a healthy work life, 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 are available at https://www.salesforcebenefits.com.
#J-18808-Ljbffr