Financial Planning & Analysis Analyst / Sr. Analyst

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Job Category

Finance

Job Details

About Salesforce

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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 who 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 Financial Analyst (FA) or Senior Financial Analyst (SFA), you will play an integral role in helping shape end-to-end processes for forecasting Total Company Headcount. This is a high visibility, high-impact role where you will interact with senior leadership regularly.
 

Responsibilities:

• Assist in helping shape the company’s end-to-end total company headcount forecasting process in partnership with the broader F&S team and ES. 

• Partner with the broader F&S team and ES to develop models, create dashboards, identify trends, and to help build the overall narrative for total company headcount and related expense lines.

• Support ad hoc financial & scenario analysis including but not limited to evaluating total company headcount and employee compensation

• Own key deliverables including content for monthly results meetings, quarterly budget meetings, long-range plan deliverables, as well as ad hoc CFO & Finance leadership requests 

• Support Salesforce’s quarterly external guidance process in partnership with IR by providing insights related to total company headcount.

• Build expertise on Salesforce’s financial system and partner with F&S business partners and IT on system requirements.

• Drive business operational improvements in existing headcount, restructuring, and CapEx forecasting and reporting processes. 

• Build & maintain cross-functional relationships with the broader F&S team, Employee Success, Accounting, and Treasury.
  Partner and support broader company initiatives, including Location Strategy, Workforce Planning, Capital Expenditure Planning, and Cloud ERP implementations.
  
   

Required Skills/Experience:

• Degree or equivalent relevant experience required. Experience will be evaluated based on the Values & Behaviors for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)

• 2+ years of experience (FA); 4+ years of experience (Sr FA) 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 multitask 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.

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

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

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