Financial Planning & Analysis Analyst

Salesforce•Atlanta, GA

About The Position

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 At Salesforce, Finance and Strategy (F&S) works closely with leaders across the organization to produce financial plans and deliver key insights to drive the best possible investment decisions, focusing primarily on growth and execution of our aggressive long-range plans. We have an exciting opportunity for a Financial Analyst on the Finance & Strategy (F&S) team supporting Customer Success , working across geographies on worldwide tasks and initiatives. This is a key position that will operate 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, top-line planning, and robust financial consolidation as the business continuously evolves. We are looking for bright, goal oriented individuals that will succeed in a fast-paced environment and thrive in building and improving processes that will allow the company to scale with growth. Ideally, the candidate will be a self-motivated individual with a process improvement mindset that drives financial accuracy and data driven insight.

Requirements

Bachelor’s degree in Finance, Economics or other relevant discipline or equivalent 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.)
At least 1 to 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.
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 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 support 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 Bookings and Revenue 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.