Financial Planning & Analysis Analyst

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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.

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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 advisor to the business, guiding decision-making through strong business partnership and insightful, innovative analysis. We are seeking forward-thinking, results-oriented individuals who thrive in a fast-paced environment and can improve processes to help the company scale with growth. This role is hybrid and reports to the Indianapolis office three days per week.

F&S Analyst
We are looking for forward-thinking, goal-oriented individuals that will succeed in a fast-paced environment and thrive in building and improving processes that will allow the company to scale with growth. This role's primary responsibilities will be focused on functional expense and headcount consolidation, centralized management reporting, and cross-functional collaboration with global stakeholders across the F&S organization, the Finance Data Office, and Controllership. The ideal candidate will bring strong analytical skills and a systems-oriented mindset.

• Build, maintain, and enhance centralized financial models to support business planning and strategic initiatives

• Consolidate and synthesize global financial inputs (e.g., expense, headcount, forecasts) across business units and regions to support enterprise-level analysis and executive decision-making

• Assist in preparation of monthly, quarterly, and annual management reporting packages

• Support monthly, quarterly, and annual forecasting and close processes by managing timelines, consolidating inputs, and performing quality checks

• Collaborate with other stakeholders to gather data for insights and accuracy

• Identify and recommend opportunities to improve existing financial processes, reporting and data collection methods.

• Leverage systems and automation tools to streamline central reporting workflows

• Document financial procedures and best practices to ensure consistency and knowledge transfer.

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

• 1-2 years of post-graduate experience in FP&A, Corporate Finance, or a Finance & Strategy function at a multinational organization

• Strong skills in MS Excel, Hyperion, Smartview and Google Suite. Experience with SQL and Snowflake is a plus.

• Experience with data visualization tools (Tableau, PowerBI) and automation tools (Tableau Prep, Alteryx, etc.) preferred

• Excellent communication and interpersonal skills.

• Track record of successful and quantifiable process improvement projects.

Non-Technical Skills:

• Highly collaborative team player with a self-starter mindset, strong initiative and Get it Done attitude

• Comfortable managing ambiguity and competing priorities in a dynamic environment

• Ability to establish and manage stakeholder relationships

• Clear, concise and professional communications - written & verbal; interpersonal skills

• Emotional Intelligence, empathetic mindset and humility to create space for learning

• Sharp attention to detail and strong analytical thinking

• Strong desire to process improve and drive efficiencies

We have a public-facing website https://salesforcebenefits.com/ that explains our various benefits, including medical, dental, 401k, ESPP, generous parental leave, adoption assistance, fertility benefits, and more. Visit for the full breakdown!

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.

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