Financial Planning & Analysis Manager

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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.

This Manager will be a member of the Global Professional Services F&S team, primarily focusing on Professional Services revenue and capacity metrics, as well as overall reporting and ad-hoc analysis. In this role, the Manager will be responsible for revenue forecasting processes and analytics and also forming insights into capacity trends. The role will collaborate across the Professional Services F&S team and with Strategy & Operations to drive strategic analyses, ensure alignment across the teams, and report results timely and efficiently. The nature of the work will include detailed analytic models, building scalable reporting frameworks and dashboards, ad-hoc analysis, and packaging findings into presentation-ready content for Salesforce executives. The ideal candidate must enjoy working in a dynamic environment, be adept at operating both at a strategic and tactical level.

Office Location: Atlanta, GA or Indianapolis, IN

Responsibilities

• Enhance and maintain an efficient weekly and quarterly revenue forecast process, model, and analytics

• Establish routine analysis of key metrics to evaluate business trends and performance. Leverage the analysis to deliver recommendations and insights to allow business leaders to better understand and manage critical metrics

• Design, build and maintain dashboards in Tableau to automate reporting, track KPIs, and monitor business performance

• Serve as the primary finance representative during the annual compensation and target setting process

• Report key financial metrics timely and efficiently

• Implement strategic projects, developing a deep understanding of key metrics for the Professional Services businesses and how they translate into financial performance 

• Assist in analysis and presentation of strategic materials for senior leaders

• Effective Cross-Functional Working Relationships: 

  • Partner closely with the Strategy & Operations teams in developing and implementing processes that will drive efficiencies within business

  • Align within the Global Professional Services F&S team to ensure consistency of processes, accounting & reporting, as well as solving to Global Professional Services margin targets

• Build an inclusive and diverse work environment that promotes teamwork, recognition, mutual respect, constructive feedback, and employee satisfaction

Required Skills / Experience

• BA/BS degree or equivalent and minimum of 5+ years FP&A or relevant work experience 

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

• Track record of identifying opportunities and successfully leading process improvement or other strategic projects

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

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

• Strong MS Excel, Hyperion, Smartview, Tableau and Google suite, or other financial and data visualization software

• SQL experience is preferred but not required

• Great teammate - thrives in an environment of collaboration; recognizes the appropriate time to lead, question, or step back; able to champion and motivate a team to achieve the desired results

• Sharp attention to details

• Excellent communication skills (written and verbal)