Financial Planning & Analysis Analyst

Salesforce•Indianapolis, IN

1d•Hybrid

About The Position

Salesforce is seeking a Financial Analyst for the Finance & Strategy (F&S) team to support Customer Success. This role involves working across geographies on worldwide tasks and initiatives, collaborating cross-functionally with F&S, Customer Success business partners, corporate finance, and recruiting/ES. The ideal candidate is a self-motivated individual who thrives in a fast-paced environment, capable of delivering exceptional results through dynamic ad-hoc analysis, bottoms-up headcount planning, and robust financial consolidation as the business continuously evolves. The role requires goal-oriented individuals who can succeed in a fast-paced environment and thrive in building and improving processes that will allow the company to scale with growth. A process improvement mindset that drives financial accuracy and data-driven insight is highly valued.

Requirements

Bachelor’s degree in Finance, Economics or other relevant discipline or equivalent experience.
1-2+ years post-qualification experience in an FP&A, Finance & Strategy, Accounting, Operations, Business Consulting, or Sales Strategy function of a multinational entity.
Strong MS Excel or Google Sheet skills.
Strong data analysis skills.
Excellent communication and interpersonal skills, with a history of executive-level business partnering.
Track record of successful and quantifiable process improvement projects.
Interest in process innovation and improvement methodologies.

Nice To Haves

Hyperion and/or Smartview experience is a plus.
Familiarity / experience with SQL queries, Snowflake, and Tableau (certification preferred) is a plus.
Experience with the following systems - Google Suite, Hyperion, Tableau, Workday financials.
Understanding of GAAP and expense recognition principles.
Experience building financial and decision headcount capacity planning and reporting models, along with strong analytical, problem-solving skills.
Passion for process improvement and challenging the status quo.
Detail-oriented to ensure accuracy in completion of tasks.
Experience with managing and reconciling spend to budgets.
Ability to multitask effectively and adapt quickly to changing requirements and priorities.
Ability to work cross-functionally and influence at all levels within the organization.
Great teammate - thrives in an environment of collaboration.
Excellent communication skills (written and verbal) with an ability to explain complex issues in an understandable way.
Intellectual curiosity, fueled by a proactive approach to continuously expand one’s skillset.
Highly motivated, self-aware, collaborative, and responsive.

Responsibilities

Support teams in developing the annual business plan, quarterly forecast updates, and financial consolidation by providing required data trends, reports, and insights.
Build strong relationships with key business partners, establishing trust and gaining an understanding of relevant business drivers.
Support Headcount and Expense planning initiatives.
Conduct deep-dive ad-hoc analysis and modeling to support strategic decision-making in a rapidly changing, dynamic business environment.
Assist with the financial and operational integration of new acquisitions, specifically supporting the integration of Informatica.
Develop scalable headcount reporting to support self-service budget requests & insights, including standard costing models to support scenario analysis.
Work cross-functionally with Finance & Strategy, Recruiting, Employee Services, and Customer Success leadership to ensure alignment and accuracy.
Demonstrate intellectual curiosity and successfully deliver process improvement while meeting critical deadlines.