Financial Analyst

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Job Category Finance Job Details

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 Experience: The Finance & Strategy (F&S) team is responsible for delivering financial predictability and control, business accountability, and insights to optimize decisions, resources and shareholder success. We are looking for a forward-thinking, results-oriented individual who will succeed in a fast-paced environment, thrive in leading teams, and improve processes that will allow the company to scale with growth! This role will support the Real Estate and Workplace Services, Prospect to Cash, and Procurement teams through financial planning, forecasting, management reporting, and decision support for the respective leadership teams. This individual will be an integral player in important organization-wide initiatives and projects.

What You'll Actually Be Doing:

• Support consolidated close and forecasts (monthly and quarterly forecasts; annual plan) and prepare monthly and quarterly management reporting, analyzing financial results, and distilling key trends

• Continue to drive process improvement and scalability by developing AI tool assisted repeatable business, operational, and financial processes widely understood by all key stakeholders

• Build trusted relationships with business partners to support strategic decision-making through insightful, thoughtful analysis that is deeply grounded in data and metrics

• Work cross-functionally with Finance & Strategy, Accounting, and other business partners as necessary, to ensure alignment and expense accuracy

• Assist in analysis and presentation of strategic materials for key management meetings

• Deliver insights that influence business leaders to better understand and manage critical metrics.

• Troubleshoot operational issues as they surface; propose changes to systems/ processes to fix root causes.

• Ad-hoc reporting and analysis as needed

You're our Person If...

• 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.)

• A minimum of 2 years of relevant experience in FP&A/finance, accounting, consulting, or analytic roles

• Experience building financial and decision support models, along with strong analytical and problem-solving skills

• Ability to multi-task and prioritize effectively in a fast-paced, quickly changing environment

• Excellent communication skills (written and verbal)

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

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

• Great teammate able to lead and work effectively at all levels of an organization.

• Experience with the following systems: Hyperion, Workday, Tableau, Google suite, or other financial and data visualization tools is a plus

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

Unleash Your Potential When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

Accommodations If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

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Posting Statement Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

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.