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
FinanceJob 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
This role will be supporting the CFO organization and will be responsible for long range planning (LRP), annual planning, quarterly forecasting, and monthly close cycles, as well as ad hoc analyses and projects. You will serve as a trusted advisor to the CFO and her direct reports, providing financial insights, reporting, and strategic guidance. You will play a crucial role in driving business decisions by leveraging data, analytics, and forecasting to enhance financial performance. You will also partner with peers across Finance in Controllership, Revenue Operations, Treasury and Tax - managing relationships and budgets large and small. This position requires a strong background in Financial Planning & Analysis (FP&A), excellent business partnering skills, and the ability to communicate financial insights concisely and effectively.
Responsibilities
Demonstrate intellectual curiosity and manage interdependencies on other company processes to meet work deadlines
Build trusted relationships with key business partners at the top and bottom of the organization, establishing reputation and gaining an understanding of relevant business drivers
Proactively drive operational excellence, transformation, and process improvement
Own ad hoc requests from business partners, F&S teams and other stakeholders to facilitate strategic decision making and resource allocation
Partner closely with the CFO and senior finance leadership to provide financial insights and strategic recommendations
Partner with the Finance workforce planning team to create and drive new headcount planning mechanism using Workday Adaptive Planning
Partner with Finance & Strategy (F&S) peers to build out standardized reporting and forecasting methodology, including working cross functionally within finance to apply best practices
Drive month-end close processes, ensuring accuracy and timeliness of financial results
Develop and maintain financial models to support decision-making and scenario planning
Leverage Tableau and other analytical tools to enhance reporting and visualization of financial data
Required Qualifications
BA/BS degree / equivalent and minimum of 8+ years FP&A or relevant work experience. Experience will be evaluated based on the core competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
Core foundational FP&A experience: accounting, planning, forecasting, variance analysis
Track record of identifying opportunities and successfully leading process improvement or other strategic projects
Ability to deal with a fast moving dynamic environment with high degree of ambiguity and constant change
Ability to independently address new analytical requests: understand the main question being asked, capture needed data, build models, validate assumptions, perform analyses, and present executive-level summarized results in a compelling manner
Strong MS Excel, Hyperion, Smartview, Tableau and Google suite, or other financial and data visualization software
Phenomenal teammate - thrives in an environment of collaboration; recognizes the appropriate time to lead, question, or step back; able to champion and motivate a team to achieve the desired results
Sharp attention to details
Excellent communication skills (written and verbal)
This role is hybrid and goes into the office 3 days per week in Indianapolis, IN or Atlanta, GA.
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 require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.
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.