Senior Manager, Financial Planning & Analysis

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Job Category

Finance

Job Details

About Salesforce

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.

Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

Overview of the Role

This role is the primary architect for the Product Organization’s financial data structure and a strategic partner to the Technology & Product (T&P) COOs. You will be responsible for the end-to-end lifecycle of the Product budget—from high-level headcount strategy to the technical execution of plan loading within Adaptive Planning and Hyperion.

You will be the bridge between technical financial systems and business operations, ensuring that our $1B+ Opex and headcount footprint is accurately reflected, forecasted, and rationalized.

Responsibilities

• Systems Architecture & Data Loading: Act as the "Super User" and owner for Product Org data within Adaptive Planning and Hyperion. Manage the monthly, quarterly, and annual upload of budgets, forecasts, and personnel data, ensuring structural alignment between ERP systems and business reporting lines.

• Strategic Business Partnering: Serve as the dedicated Finance BP for select Product sub-orgs. Partner directly with SVPs and COOs to manage their Opex, headcount hiring plans, and discretionary spend, ensuring every dollar aligns with the broader Product roadmap.

• Full-Cycle Planning: Lead the annual planning and quarterly rolling forecast cycles. You will translate executive headcount mandates into granular, system-ready data points, managing the "source of truth" for the Product Org.

• Operational Connectivity: Serve as the "connective tissue" between Product COOs, Corporate Finance, Recruiting/ES, and Tech & Product (T&P) Business Partners to ensure that system-driven forecasts match the reality of hiring and project velocity.

• Process Engineering & Rationalization: Standardize how inter-org movements and headcount transfers are executed in the system. Remove friction in the "transfers" process while maintaining strict audit trails and budget accountability.

• Advanced Modeling & Costing: Build sophisticated, system-integrated models for headcount and Opex that support real-time scenario analysis (e.g., "What happens if we shift 200 heads from Product A to Product B?").

• Executive Storytelling: Distill complex data from Adaptive/Hyperion into "presentation-ready" narratives for C-suite executives, providing clear recommendations on ROI and organizational efficiency.

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.

Accommodations

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