Sr. Analyst, Corporate Financial Planning & Analysis

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

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.

The Experience
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 insightful analyses. We are looking for forward-thinking, driven individuals that will succeed in a fast-paced environment and thrive in leading teams, and improve processes that will allow the company to scale with growth!
The Corporate team runs the close consolidations, topline metrics, and the company’s short & long term financial planning processes. As a Sr. Analyst, you will play an integral role supporting the monthly close and forecast consolidations for our total company reporting. This is a high visibility, high impact role where you will interact with senior leadership on a regular basis.
What You'll Actually Be Doing

• Support the end-to-end consolidated forecast/close process & quarterly earnings process, including preparing the monthly financial update to the COFO & Finance leadership.
• Support a cross-functional process across Finance to track total company P&L risks & opportunities and deliver updates to the COFO & Finance leadership.
• Support key deliverables for finance updates to the ELT 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
• Develop a strong understanding of the Salesforce business model and translate the impact of changes in key inputs on the Company’s overall financials
• Partner proactively with Revenue, Treasury, Controllership, Tax & other Finance teams during the Company’s monthly close and quarterly earnings cycles
• Build & maintain cross functional relationships with the broader F&S team
• Partner with the broader F&S team to develop operational KPIs, create dashboards, identify trends and build the Company’s financial narrative.
• Lead 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.
• Drive business operational improvements in close processes and deliverables.
• Prepare and present presentations to 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.

You're Our Person If...

• BA/BS degree or equivalent relevant experience required. Experience will be evaluated based on the Core Competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)

• 2 - 4+ years related experience in FP&A, Accounting, Analytics, or Management Consulting

• Foundational FP&A experience required with a deep knowledge of financial statements

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

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

• Advanced skill with financial modeling in Excel or GSheets

• Highly motivated, detail oriented, self-aware and responsive

• Experience creating PowerPoint/Google Slide presentations for management.

Even Better If...

• High tech or software industry experience preferred

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

• Tableau, SQL, R experience preferred

• Proven process-improvement track record

This role is hybrid and goes into the office 3 days per week.

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

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.

Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

Posting Statement

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.

At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $94,000 - $142,300 annually. In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $112,900 - $155,200 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.