Financial Planning & Analysis Analyst

Description The Experience

At Salesforce, Finance and Strategy (F&S) works closely with leaders across the organization to produce financial plans and deliver key insights to drive the best possible investment decisions, focusing primarily on growth and execution of our aggressive long-range plans. We have an exciting opportunity for a Financial Analyst on the Finance & Strategy (F&S) team supporting Customer Success, working across geographies on worldwide tasks and initiatives. This is a key position that will operate cross-functionally with F&S, Customer Success business partners, corporate finance, and recruiting/ES. The ideal candidate is a self-motivated individual who thrives in a fast-paced environment, capable of delivering exceptional results through dynamic ad-hoc analysis, bottoms up headcount planning, and robust financial consolidation as the business continuously evolves. We are looking for goal oriented individuals that will succeed in a fast-paced environment and thrive in building and improving processes that will allow the company to scale with growth. Ideally, the candidate will be a self-motivated individual with a process improvement mindset that drives financial accuracy and data driven insight.

What You'll Actually Be Doing

• Support teams in developing the annual business plan, quarterly forecast updates, and financial consolidation by providing required data trends, reports, and insights.

• Build strong relationships with key business partners, establishing trust and gaining an understanding of relevant business drivers.

• Support Headcount and Expense planning initiatives.

• Conduct deep-dive ad-hoc analysis and modeling to support strategic decision-making in a rapidly changing, dynamic business environment.

• Assist with the financial and operational integration of new acquisitions, specifically supporting the integration of Informatica.

• Develop scalable headcount reporting to support self-service budget requests & insights, including standard costing models to support scenario analysis

• Work cross-functionally with Finance & Strategy, Recruiting, Employee Services, and Customer Success leadership to ensure alignment and accuracy.

• Demonstrate intellectual curiosity and successfully deliver process improvement while meeting critical deadlines.

You're Our Person If...

• 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.)

• 1-2+ years post-qualification experience in an FP&A, Finance & Strategy, Accounting, Operations, Business Consulting, or Sales Strategy function of a multinational entity.

• Strong MS Excel or Google Sheet. Hyperion and/or Smartview is a plus.

• Strong data analysis skills. Familiarity / experience with SQL queries, Snowflake, and Tableau (certification preferred) is a plus.

• Excellent communication and interpersonal skills, with a history of executive-level business partnering.

• Track record of successful and quantifiable process improvement projects.

• Interest in process innovation and improvement methodologies.

Even Better If...

• Experience with the following systems - Google Suite, Hyperion, Tableau, Workday financials.

• Understanding of GAAP and expense recognition principles.

• Experience building financial and decision headcount capacity planning and reporting models, along with strong analytical, problem-solving skills.

• Passion for process improvement and challenging the status quo.

• Detail-oriented to ensure accuracy in completion of tasks.

• Experience with managing and reconciling spend to budgets.

• Ability to multitask effectively and adapt quickly to changing requirements and priorities.

• Ability to work cross-functionally and influence at all levels within the organization.

• Great teammate - thrives in an environment of collaboration.

• Excellent communication skills (written and verbal) with an ability to explain complex issues in an understandable way.

• Intellectual curiosity, fueled by a proactive approach to continuously expand one’s skillset.

• Highly motivated, self-aware, collaborative, and responsive.

This role is hybrid and goes into the office 3 days per week.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and 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.