Manager, Financial Planning & Analysis

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. 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. 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 insightful analyses. We are looking for forward-thinking, results-oriented individuals that will succeed in a fast-paced environment and thrive in leading teams, and improve processes that will allow the company to scale with growth! Role Description: The Manager, Financial Planning & Analysis (FP&A) is a dedicated finance business partner embedded within the Customer Success organization. This role serves as the primary financial point of contact for the EVP of Customer Success Offers & Operations, providing strategic financial support, analysis, and decision-making partnership across a broad and dynamic scope. The Manager will also lead the financial integration of the Informatica Customer Success business, supporting its EVP leader as a dedicated FBP, while contributing to cross-CS initiatives that drive operational efficiency and business performance.

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.)
4–6 years of FP&A or finance business partnering experience, preferably in a large-scale technology or SaaS company
Solid financial modeling skills, including headcount planning, expense forecasting, and budget management
Experience supporting executive-level business partners, with strong communication skills and ability to translate financial data into clear, business-relevant narratives
Familiarity with financial planning tools (e.g., Adaptive Insights/Workday Adaptive Planning) and proficiency in Excel/Google Sheets
Ability to manage multiple priorities simultaneously in a fast-paced, matrixed environment
Comfort navigating ambiguity - particularly in integration or transition contexts where processes and org structures are still evolving
Strong cross-functional collaboration skills, with experience working across Finance, People, Strategy, and business operations teams
Understanding of P&L drivers in a cloud/SaaS environment, including revenue allocation, cost management, and margin analysis
Highly motivated, proactive, self-aware, collaborative, flexible, responsive

Responsibilities

Serve as the primary FBP for the EVP of Customer Success Offers & Operations, supporting financial planning, forecasting, and performance tracking across their org
Prepare and deliver financial analyses, scenario modeling, and insights to support executive-level decision-making
Partner closely with the EVP's leadership team to identify risks, opportunities, and trade-offs across headcount, program spend, and operational investments
Act as the dedicated finance business partner for the Informatica Customer Success org and its EVP leader, who oversees all Informatica CS functions post-acquisition
Support the financial integration of Informatica CS into Salesforce's CS reporting framework, including expense forecasting, headcount mapping, and alignment with CS M&A on org structure and P&L rollup
Build and maintain expense models for the Informatica CS team, partnering with transitional finance resources to ensure continuity and knowledge transfer
Serve as the single point of contact on the CS F&S team for all Informatica-related finance inquiries, working cross-functionally with CS M&A, Corporate Finance, and Product Finance as needed
Support OU-level P&L reporting and analysis, helping to surface insights across Customer Success operating units
Contribute to cross-CS efficiency initiatives, including location strategy analysis, and margin improvement efforts
Manage and track Program Spend and T&E budgets across CS functions, ensuring alignment to approved plans and identifying favorability or risk
Support NNAOV reporting and analysis - helping to connect CS financial performance to the organization's key growth metric
Provide ad hoc financial support to the broader CS F&S team on special projects, business reviews, and executive presentations as needed