Sr. Analyst, 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
The Finance & Strategy team is the global champion for smart growth & operational alignment - delivering financial predictability & control, business accountability, insight to optimize decisions and resources, and shareholder success. We serve as a trusted advisor to the business to help inform and guide decision making through business partner support and innovative and insightful analyses. We are looking for bright, goal oriented individuals that will succeed in a fast-paced environment and thrive in building and improving process that will allow the company to scale with growth.
Salesforce is seeking an experienced Sr. Financial Analyst to support our M&A Finance team. As the Sr. Financial Analyst, you will play a pivotal role in the Finance workstream of newly acquired companies into Salesforce. You will be a key partner across various Financial Planning & Analysis (FP&A), Integration and Diligence finance workstreams ensuring the alignment of financial management and processes, and maximizing value to accelerate growth. By representing the finance team throughout the M&A integration life cycle, you will act as a trusted advisor, advocating for the interests of both Salesforce and the acquired companies. If you are driven, have a passion for finance, and thrive in a dynamic, fast-paced environment, we encourage you to apply and join our team in shaping the future of Salesforce’s M&A integration efforts.
Responsibilities

• Build trusted relationships with key business partners across Finance, Corporate Development and cross-functional partners, establishing trust and gaining an understanding of relevant business financial drivers to inform annual planning and reporting process for M&A.

• Support the team in developing the annual business plan for Integration and quarterly forecast updates by providing required data trends, reports and insights for the various department’s functions and regions along with incorporating any new deal activity.

• Work cross-functionally with F&S, Technical Accounting and other business partners as necessary to ensure accurate GAAP Accounting expense treatment among other Accounting technicalities across M&A.

• Support ad-hoc diligence and integration requests driven by deal volume and various priorities

• Provide timely communication to the leadership team of the acquired business and Salesforce executives on financial performance and key updates.

• Refine and execute on the M&A integration playbook, ensuring the financial management and processes of the acquired business are fully integrated into Salesforce’s core teams.

Minimum Requirements

• Bachelor’s degree (or its foreign degree equivalent) in Business or a related quantitative field 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.).

• 2-3+ years of experience in finance, M&A integration, project management, consulting, or finance transformation projects.

• Exceptional problem-solving skills with the ability to structure complex problems, develop hypotheses, and present data-driven solutions.

• Demonstrated ability to lead cross-functional initiatives and manage complex, multi-team integrations.

• Ability to excel in ambiguous situations and thrive in a fast-paced, dynamic environment.

• Advanced Excel modeling skills.

• Strong storytelling abilities, with a knack for presenting complex information in a clear and compelling manner.

• Passion for process improvement and challenging the status quo.

• Highly motivated, self-aware, collaborative, and responsive

• Proven ability to effectively collaborate and partner with cross-functional teams.

• Ability to adapt to change quickly as priorities may shift from deal to deal.

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.

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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.