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Financial Planning & Analysis Senior Analyst
Financial Planning & Analysis Senior Analyst-May 2024
Indianapolis
May 21, 2025
ABOUT SALESFORCE
Salesforce brings companies and customers together in the number one Customer Relationship Management platform.
10,000+ employees
Technology
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About Financial Planning & Analysis Senior Analyst

  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.

  Job Category

  Finance

  Job Details

  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.

  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.

  Salesforce.com is the global leader in customer relationship management (CRM) software. We pioneered the shift to cloud computing, and today we're delivering the next generation of social, mobile, and cloud technologies that help companies revolutionize the way they sell, service, market and innovate and become customer companies. We are the fastest growing of the top 10 enterprise software companies, the World's Most Innovative Company according to Forbes and one of Fortune's 100 Best Companies to Work For. Our more human, less corporate culture is built around doing work that matters, winning as a team and celebrating success Aloha-style. Ready to find your #dreamjob?

  About this position:

  The Finance & Strategy (F&S) team serves as a trusted advisor to the business to help inform and guide decision making through business partner support and innovative and insightful analyses. We are looking for bright, 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. The Corporate team runs the Company's short & long term financial planning processes. As a Senior Financial Analyst (SFA), you will play an integral role assisting the short term planning team. This is a high visibility, high impact role where you will interact with senior leadership on a regular basis.

  Responsibilities:

  Assist with the monthly consolidated forecast/close process & quarterly earnings process, including ownership of certain close deliverables for the CFO.

  Partner with the broader F&S team to develop operational KPIs, create dashboards, identify trends and build the Company's financial narrative.

  Support 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.

  Own key deliverables including content for the Company's Board of Directors' deck and the financial leadership 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.

  Drive business operational improvements in close processes and deliverables.

  Support ad hoc presentations for the CFO & Finance leadership.

  Build & maintain cross functional relationships with 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.

  Required Skills/Experience:

  Degree or equivalent relevant experience required. Experience will be evaluated based on theValues & Behaviors for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.) 2 - 4+ years of work experience in analytically demanding financial or strategic services roles

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

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

  Ability to work collaboratively in a team environment with competing priorities and influence at all levels within the organization

  Highly motivated, detail oriented, self-aware and responsive

  Strong financial analysis, forecasting, modeling and planning skills with an ability to turn data into actionable insights

  Experience creating Powerpoint/Google Slide presentations for management. Experience with financial systems (Hyperion, Oracle, Tableau) preferred

  Intellectual curiosity, fueled by a proactive approach to continuously expand one's skills

  Desired Skills/Experience:

  High tech or software industry experience preferred

  Experience with multi-dimensional databases, e.g. Hyperion or other financial systems

  Tableau experience preferred

  * Proven process-improvement track record

  Accommodations

  If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.

  Posting Statement

  At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at www.equality.com and explore our company benefits at www.salesforcebenefits.com.

  Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce.

  Salesforce welcomes all.

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