Financial Planning & Analysis Analyst

Salesforce
Indianapolis, Atlanta
Workplace: HybridFull timeFunction: Finance & AccountingExperience: 1-2 yearsEducation: bachelorsSkills: ["Self-motivated","Process improvement mindset","Data-driven insight","Executive-level business partnering","Communication"]

Partner with Finance & Strategy on the Customer Success business, supporting annual planning, quarterly forecasts, and financial consolidation. Perform bottoms-up headcount and expense planning, run deep-dive ad-hoc analyses and modeling, and build scalable headcount reporting for self-service budget requests. Collaborate cross-functionally with recruiting and operational teams, including work to support acquisition integration (Informatica), while improving processes to deliver accurate, data-driven insights.

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FursaFursa
Salesforce
Salesforce
1 day ago

Financial Planning & Analysis Analyst

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Last checked: 2 hours agoStatus: Live

Job Summary

Partner with Finance & Strategy on the Customer Success business, supporting annual planning, quarterly forecasts, and financial consolidation. Perform bottoms-up headcount and expense planning, run deep-dive ad-hoc analyses and modeling, and build scalable headcount reporting for self-service budget requests. Collaborate cross-functionally with recruiting and operational teams, including work to support acquisition integration (Informatica), while improving processes to deliver accurate, data-driven insights.
Location: Indianapolis, Atlanta
Workplace: Hybrid
Employment Type: Full time
Job Function: Finance & Accounting
Seniority: Entry level

Key Responsibilities

  • •Support annual business planning, quarterly forecast updates, and financial consolidation using required data trends, reports, and insights.
  • •Build relationships with key business partners to understand relevant business drivers.
  • •Support headcount and expense planning initiatives.
  • •Conduct deep-dive ad-hoc analysis and modeling to support strategic decision-making.
  • •Assist with financial and operational integration of new acquisitions, specifically supporting integration of Informatica.

Pay and Benefits

Perks:Health InsuranceDentalVisionPaid Parental401k

Key Requirements

  • •Bachelor’s degree in Finance, Economics, or a relevant discipline (or equivalent experience).
  • •1-2+ years post-qualification experience in FP&A, Finance & Strategy, Accounting, Operations, Business Consulting, or Sales Strategy.
  • •Strong MS Excel or Google Sheets skills; Hyperion and/or Smartview are a plus.
  • •Strong data analysis skills, with familiarity/experience using SQL queries, Snowflake, and Tableau (certification preferred).
  • •Excellent communication and interpersonal skills with a history of executive-level business partnering.
Experience:1-2 yearsFP&AMultinational entitiesProcess improvement
Education:Bachelor's in Finance, Economics
Skills:Self-motivatedProcess improvement mindsetData-driven insightExecutive-level business partneringCommunication
Tech Stack:MS ExcelGoogle SheetsHyperionSmartviewSQLSnowflakeTableauGoogle SuiteWorkday financialsInformaticaGAAP

Company Brief

Salesforce
Provides a leading cloud-based customer relationship management (CRM) platform with sales, service, marketing, analytics, and integration tools that empower businesses to manage customer relationships and digital transformation at scale.
Industry: SaaS
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: San Francisco, United States
Founded: 1999
Glassdoor
Glassdoor: 4.1
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