Manager, Financial Planning & Analysis - Customer Support

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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.

The Finance & Strategy (F&S) team serves as a trusted adviser to the business to help guide decision-making through business partner support and innovative and informative analyses. We are looking for forward-thinking, results-oriented individuals who will succeed in a fast-paced environment and thrive in leading teams, and improve processes that will allow the company to scale with growth!

Description:

The F&S Finance Business Partners team (F&S FBP) is hiring a manager to support the Customer Support and Product Education organizations. You will work in close partnership with highly talented finance and operations colleagues to consult on planning, reporting, and decision support. This includes resource investment strategies, product strategy, and key business performance drivers.

We seek someone with the analytical precision and critical thinking to drive financial and strategic decisions. 

You are a proven finance professional who wants to make your mark on a growing business. You are an excellent communicator who enjoys collaborating with people who possess a diverse set of talents. You are highly motivated to persist through challenging ad hoc projects as well as cyclical planning and reporting responsibilities. You are a strong time manager and are able to optimally prioritize while creating space for original thinking and thoughtful analysis to support our executives.

Responsibilities: 

• Partner with and support the senior leadership of Customer Support and Product Education under the Customer Success org to drive optimal financial strategy

• Facilitate decision-making on investment strategies, operational efficiency, and resource allocation

• Produce strategic, actionable insights from financial and operational data

• Build the Annual Financial Plan, quarterly Outlooks, and monthly forecasts aligned to business strategy.

• Analyze financial results, distill key trends, assess current and future business risks, and communicate key messages to senior management.

• Drive the development of the Long Range Financial Plan (LRP) for these functions and organizations

• Analyze various datasets to generate insightful recommendations for the leadership team

• Ad-hoc reporting and analysis as needed

Required Skills/Experience:

• BA/BS degree / equivalent and minimum of 5+ years FP&A or relevant work, MBA a plus

• Core foundational FP&A experience: accounting, planning, forecasting, variance analysis

• Strong modeling skills, attention to detail, and dedication to understand and predict trends

• Analytical problem-solving, with discernment mindset

• Familiarity with financial planning systems

• Excellent quantitative, written, and presentation skills; innovative, organized, detailed with the comfort and ability to partner and connect with senior executives

• SQL, Tableau, expertise desirable

• Comfortable working with executives of a Fortune 100 company

• Expert in quantitative analysis; very strong Excel modeling skills for developing complex financial analyses and decision-support models using logical reasoning

• Must be comfortable with changing requirements and priorities

• Must be results and service-oriented and have a strong ability to make and communicate progress with incomplete information

• Demonstrate intellectual curiosity and manage inter-dependencies on other company processes to meet work deadlines

• Ability to deal with a fast-moving dynamic environment with a high degree of ambiguity and constant change

• Ability to independently address new analytical requests: understand the main question being asked, capture needed data, build models, validate assumptions, perform analyses, and present executive-level summarized results in a compelling manner

Accommodations

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