Manager, Financial Planning & Analysis
About The Position
The Finance & Strategy (F&S) team serves as a trusted adviser to the business to help guide decision-making through business partner support and innovative and informative analyses. We are looking for visionary, results-oriented leaders who thrive in fast-paced environments, possess a passion for driving transformation at scale, and excel at building high-performing teams capable of supporting the company’s explosive growth. We are looking for a Manager of Finance to join our Topline Data and Insights team. This individual will own the datasets and analytical workflows that underpin Salesforce's revenue and attrition forecasting processes, while partnering across Corporate Finance, Product, and GTM to ensure a consistent, trusted view of topline performance. The role requires strong technical depth in data and analytics, paired with the business judgment to connect data signals to forecast outcomes.
Requirements
- 5+ years of experience in FP&A, corporate finance, or strategic analytics
- Advanced SQL proficiency and working knowledge of Python; experience with Snowflake, Tableau, or equivalent modern data stack tools
- Strong data intuition with the ability to translate ambiguous business questions into structured analytical outputs
- Comfort leveraging AI tools (e.g., LLMs, copilots, automation platforms) to accelerate data preparation, pattern identification, and workflow automation
- Exceptional attention to detail and a strong sense of ownership over data quality and reporting accuracy
- Demonstrated ability to partner cross-functionally and communicate findings to senior stakeholders
Nice To Haves
- Familiarity with SaaS topline metrics (ARR, Bookings, CRPO, Attrition) and the operational drivers behind them preferred
Responsibilities
- Own and maintain the authoritative datasets supporting Current Remaining Performance Obligations (CRPO) and Attrition reporting and forecasting, including Total Bookings, Available to Renew (ATR), and renewal opportunity data
- Validate outputs against source systems to ensure data integrity and serve as the first line of defense for anomalies or discrepancies
- Contribute an Finance & Strategy (F&S) perspective to revenue and attrition forecast cycles, connecting data signals to drivers, risks, and variances
- Deliver ad-hoc analyses on historical trends and forecast drivers to inform planning and decision-making across F&S partners
- Develop and maintain Tableau dashboards that enable self-service visibility into topline metrics for cross-functional partners
- Identify and drive automation of manual, repeatable reporting workflows using SQL, Python, and AI-enabled tooling to reduce cycle time and analytical risk
- Build bespoke datasets and analytical frameworks to support emerging business questions across revenue and attrition
- Partner with Corporate Finance, Product Finance, and Go to Market (GTM) teams to align on metric definitions, data sources, and reported numbers
- Serve as the connective tissue across Analytics and Ops partners to ensure consistency between operational data and financial reporting
- Synthesize findings and communicate analytical conclusions to F&S stakeholders in clear business terms
Benefits
- time off programs
- medical, dental, vision
- mental health support
- paid parental leave
- life and disability insurance
- 401(k)
- employee stock purchasing program
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
