Financial Planning & Analysis Manager

Salesforce • Indianapolis, IN

1d • Hybrid

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 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.

Requirements

• 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.

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

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees