Senior Financial Analysis

Salesforce • Indianapolis, IN

1d • 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. The Infrastructure Finance & Strategy (F&S) team is dedicated to the financial reporting and optimization of the Infrastructure budget, focusing specifically on public cloud cost (e.g., AWS, GCP, Azure, etc.) and managing the portfolio of enterprise software licenses. This role is central to driving cost-to-serve efficiencies and supporting product growth. The Senior Analyst will be responsible for public cloud spend analysis, software budget management, and leading key cost optimization initiatives. This role partners across multiple functions including Infrastructure Engineering leadership, Procurement, Corporate Finance, and T&P F&S to deliver consistently accurate financial forecasting, business insights, and process improvements. Deliverables include supporting the monthly close and budget outlook/planning processes related to public cloud and software, forecasting/analytic models, operational/process improvements, and findings packaged in presentation-ready content for executives. Additionally, this individual is expected to participate in important cross-functional, organization-wide initiatives and projects.

Requirements

• Degree 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.)
• 3-5+ years of FP&A or relevant public company work experience.
• Experience with managing and reconciling spend to budgets.
• Advanced Excel skills
• Understanding of GAAP, SOX, and expense recognition principles.
• Expertise in building financial and decision support models.
• Strong financial and operational planning skills.
• Passion for process improvement and challenging the status status quo.
• Excellent communication skills (written and verbal) with an ability to explain complex issues in an understandable way.
• Ability to work cross functionally and an ability to influence at all levels within the organization.
• Intellectual curiosity, fueled by a proactive approach to continuously expand one’s skillset.
• Must be results and service oriented and have a strong ability to make and communicate progress with incomplete information.

Nice To Haves

• Experience with public cloud computing cost models (e.g., AWS, Azure, GCP) or complex software licensing and budgeting.
• Experience with systems such as Google Suite, Hyperion, Oracle, and Alteryx.
• Strong data analysis skills including familiarity / experience with SQL queries, Snowflake, and Tableau.

Responsibilities

• Lead basic monthly close activities, including budget versus actuals (BvA) variance analysis, and contribute to quarterly outlooks and annual planning activities.
• Build trusted relationships with key Infrastructure Engineering partners, establishing trust and gaining an understanding of relevant business drivers.
• Work cross-functionally with Finance & Strategy, Procurement, and T&P leadership to ensure alignment and accuracy across infrastructure spend.
• Drive consistently accurate financial forecasting and reporting for public cloud consumption and enterprise software licenses.
• Partner with engineering teams and Procurement to identify, track, and model cost optimization and efficiency opportunities for public cloud and software licenses.
• Enhance and develop drivers and ROI based frameworks to further support investment decision making for infrastructure projects.
• Support teams in developing the annual business plan and quarterly forecast updates by providing required data trends, reports and insights for Infrastructure functions.
• Assist with driving unit cost modeling to drive cost transparency, accountability, and data-driven resource allocation
• Prepare and deliver high quality, clear, tailored executive presentations and reports.
• Demonstrate intellectual curiosity and successfully lead process improvement or other strategic projects.

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