Financial Planning & Analysis Manager

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Job Category

Finance

Job Details

About Salesforce

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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 in close partnership with highly talented finance and operations colleagues to consult on planning, reporting, and decision support. This includes resource investment strategies, revenue forecasting, and key business performance drivers.

We’re seeking an analytically rigorous finance professional with strong critical thinking to inform financial and strategic decisions. You’re 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. You manage time and priorities effectively while creating space for thoughtful analysis and original thinking to support executive decision-making.

Responsibilities

• Partner with and support the 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 required. Experience will be evaluated based on the Values & Behaviors for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)

• A 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; in particular enterprise grade 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 our globally distributed teams

• Intellectual curiosity and a 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 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

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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.