Sr. Analyst, Corporate Financial Planning & Analysis

Salesforce•San Francisco, CA

1d•Hybrid

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 insightful analyses. We are looking for forward-thinking, driven 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! The Corporate team runs the close consolidations, topline metrics, and the company’s short & long term financial planning processes. As a Sr. Analyst, you will play an integral role supporting the monthly close and forecast consolidations for our total company reporting. This is a high visibility, high impact role where you will interact with senior leadership on a regular basis.

Requirements

BA/BS 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.)
2 - 4+ years related experience in FP&A, Accounting, Analytics, or Management Consulting
Foundational FP&A experience required with a deep knowledge of financial statements
Excellent communication skills (written and verbal) with an ability to explain complex issues in an understandable way
Ability to work collaboratively in a team environment with competing priorities and influence at all levels within the organization
Advanced skill with financial modeling in Excel or GSheets
Highly motivated, detail oriented, self-aware and responsive
Experience creating PowerPoint/Google Slide presentations for management.

Nice To Haves

High tech or software industry experience preferred
Experience with multi-dimensional databases, e.g. Hyperion or other financial systems
Tableau, SQL, R experience preferred
Proven process-improvement track record

Responsibilities

Support the end-to-end consolidated forecast/close process & quarterly earnings process, including preparing the monthly financial update to the COFO & Finance leadership.
Support a cross-functional process across Finance to track total company P&L risks & opportunities and deliver updates to the COFO & Finance leadership.
Support key deliverables for finance updates to the ELT and training program for Company executives.
Support Salesforce’s quarterly external guidance process in partnership with IR by providing insights on key guided metrics and trends.
Build expertise on Salesforce’s financial system and partner with F&S business partners and IT on system tactics
Develop a strong understanding of the Salesforce business model and translate the impact of changes in key inputs on the Company’s overall financials
Partner proactively with Revenue, Treasury, Controllership, Tax & other Finance teams during the Company’s monthly close and quarterly earnings cycles
Build & maintain cross functional relationships with the broader F&S team
Partner with the broader F&S team to develop operational KPIs, create dashboards, identify trends and build the Company’s financial narrative.
Lead ad hoc financial & scenario analysis including but not limited to evaluating total Company strategic spend, external financial statement and expense by type trends, and headcount investments.
Drive business operational improvements in close processes and deliverables.
Prepare and present presentations to the broader F&S team
Partner and support broader Corporate F&S workstreams including but not limited to Plan & Outlook, long range scenario planning, executive driven ad hoc requests, etc.