Senior Director, Financial Planning & Analysis

Salesforce • Indianapolis, IN

2d • Hybrid

About The Position

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. We are looking for a high-impact Sr. Director of Finance to join our Corporate FP&A team, with a focus on enterprise-level financial modeling, scenario planning, and long-range forecasting. This individual will lead a high performing team to drive the company’s medium and long range financial planning process and shape how we analyze, and communicate the financial outlook of the company to senior leadership, the Board, and external stakeholders. As a strategic thinker with strong technical acumen, this leader will develop and manage models that serve as the backbone for enterprise planning and business decision-making. This is a highly visible role with frequent interaction across the finance leadership team, investor relations, and corporate strategy.

Requirements

• 10+ years of progressive experience in corporate finance, strategic FP&A, or investment banking with a strong modeling focus
• Advanced modeling skills, with a deep understanding of software economics and experience forecasting revenue, margin, and cash flow in a complex business.
• Experience leading and developing high performing teams
• Track record of optimizing financial processes for efficiency and accuracy
• Strong business acumen and analytical capabilities — able to connect financial models to real-world business dynamics.
• Demonstrated experience supporting public company planning cycles, long-range forecasts, and senior executive deliverables.
• Excellent communication skills, with the ability to distill complex analysis into executive-ready insights under tight deadlines.
• Bachelor's degree in Finance, Economics, Business, or a quantitative field required; MBA or CFA preferred or equivalent relevant experience required.
• Experience will be evaluated based on the Core Competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)

Responsibilities

• Enterprise Modeling & Scenario Planning Lead development and maintenance of comprehensive, multi-year financial models that reflect Salesforce’s business structure, growth drivers, and cost dynamics.
• Drive scenario planning and sensitivity analysis to assess trade-offs under varying business conditions, economic environments, or strategic choices.
• Translate complex inputs into clear outputs for use in executive decision-making, long-range planning, capital allocation, and investor discussions.
• Company-Level Financial Planning Partner with Finance Business Partners, Accounting, and Treasury to consolidate forecasts and ensure accuracy, consistency, and completeness of company-level outlooks.
• Support quarterly forecast cycles, annual planning, and long-range outlooks by providing frameworks and models that enable data-driven insights.
• Help build the bridge between financial modeling and external guidance, partnering closely with Investor Relations.
• Decision Support & Business Insight Provide analytical support to the CFO, COFO, and senior leadership team to evaluate performance and inform strategic decisions.
• Identify and communicate key financial trends, operational drivers, and risks/opportunities to executives and cross-functional partners.
• Contribute to financial presentations, board materials, and earnings preparation with scenario analysis and modeling inputs.
• Lead total company FX reporting and analysis including providing regular updates to the CFO on FX rate movements and the impact on total company revenue, expense, and margin.
• Systems & Automation Improve modeling infrastructure, processes, and tools to enhance accuracy, transparency, and scalability.
• Build expertise on Salesforce’s financial system and partner with F&S business partners and IT on system tactics to execute on annual Plan and quarterly Outlooks.
• Collaborate with the Finance Systems team to build new capabilities into planning platforms and reporting systems.

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