Financial Planning & Analysis Senior Analyst

Salesforce • Indianapolis, IN

2d • 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 This Senior Financial Analyst will be the primary business partner responsible for supporting the Infrastructure and Security workforce budget. In this role, the Senior Analyst will bring together expertise in Finance processes and understanding of the business to efficiently forecast and report on headcount and related workforce expenses. This role will include partnering with the Operations team and Recruiting on building financial models for full-year headcount planning and translating it into clear and actionable next steps. Additionally, this individual is expected to participate in cross-functional initiatives and projects and also partner across multiple other functions including corporate finance and others in Infrastructure F&S to deliver consistently accurate financial forecasting, business insights and process improvements.

Requirements

• BA/BS degree or equivalent and minimum of 4+ years FP&A or relevant work experience
• Strong MS Excel, Google Suite, Hyperion, Adaptive, Smartview skills
• Strong data analysis skills including familiarity / experience with SQL queries, Snowflake, and Tableau (certification preferred)
• Excellent communication and interpersonal skills, with a history of executive level business partnering
• Ability to efficiently work in a fast moving dynamic environment with high degree of ambiguity, competing priorities, and constant change
• Track record of identifying opportunities and successfully leading process improvement or other strategic projects
• Ability to work cross functionally and able to influence at all levels within the organization
• Experience in building financial and decision support models, along with strong analytical, problem-solving skills
• Intellectually curious, highly motivated, self-aware, collaborative, and responsive

Responsibilities

• Build strong relationships with key business partners, establishing trust and gaining an understanding of relevant business drivers
• Work cross-functionally with Finance & Strategy, Recruiting, Infrastructure operations and leadership, and other business partners as necessary, to ensure alignment and accuracy
• Develop the annual business workforce plan and quarterly forecast updates by building finance models and analyzing data trends
• Develop scalable headcount reporting to support self-service budget requests & insights, including standard costing models to support scenario analysis
• Assist with ad-hoc analysis and presentation requests
• Demonstrate intellectual curiosity and manage interdependencies to meet work deadlines

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
• Number of Employees: 5,001-10,000 employees