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Financial Planning & Analysis Senior Analyst



IT, Accounting & Finance
Multiple locations
Posted on Monday, November 20, 2023

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

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About Salesforce

We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good – you’ve come to the right place.

The ‘F&S’ team (Finance & Strategy) is the global promoter for smart growth, delivering financial, business accountability, insight to optimize decisions, and shareholder success! The primary responsibility of this role is to be a commissions business partner to build and manage annual budgets and quarterly rolling forecast processes, deliver enhanced management reporting and provide financial decision-support through robust financial analyses and detailed business understanding. This role will also lead the management of F&S scenario modeling and tracking for sales performance incentives. The role will partner with multiple functions including the GTM organization, Global Incentive Compensation, Accounting, Treasury and Corporate Finance.

Successful candidates for this team have strong financial and analytical skills, excel at extracting insights from data and converting ideas into action. They have exceptional partnership and communication skills, are able to manage several priorities and deal with ambiguity effectively.
Initial role level and specific responsibilities will depend on candidate experience, education and skill set.


  • Manage forecasting processes (monthly and quarterly forecasts, scenario modeling);

  • Build trusted relationships with key business partners by using business ability to draw insightful recommendations;

  • Drive improving manual processes using tools such as Tableau, Tableau Prep, and Alteryx

  • Drive existing management reporting – examine financial results, distill and synthesize issues, and communicate key messages to senior management;

  • Identify and implement financial analysis to optimize business performance to allow for better decision-making with regard to commissions expense;

  • Work closely with the Functional leads to provide management reporting, accounting and compliance guidance plus ensure alignment of global as well as local operational initiatives;

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

  • Develop repeatable business, operational and financial processes widely understood by all key partners;

  • Build detailed financial, scenario based models to evaluate investment priorities and evaluate potential alternatives

Required Experience / Skills:

  • Bachelor's degree required, Advanced degree preferred;

  • 5+ years of FP&A or business finance experience, including experience at a global, publicly-traded company;

  • Business partnering and ability to draw conclusions from data;

  • Ability to work in a fast paced, quickly changing environment;

  • Ability to work cross functionally and influence appropriately;

  • Strong analytical and problem solving skills;

  • Excellent communication skills (written and verbal);

  • Ability to think strategically and operate effectively with management;

  • Ability to inspire and coach team members for career development;

  • Experience with Hyperion, Oracle, Business Objects, SQL, Python, R, Tableau, Alteryx, or other BI tools preferred;

  • Development of dashboards utilizing data visualization platforms (i.e. Tableau, PowerBi, etc.)


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