Senior Analyst, Financial Planning & Analysis
Salesforce
full-time
Posted on:
Location Type: Hybrid
Location: Indianapolis • United States
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Job Level
About the role
- 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.
Requirements
- Bachelor’s degree (or its foreign degree equivalent) in Business or a related quantitative field or equivalent relevant experience required.
- 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.
Benefits
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Applicant Tracking System Keywords
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Hard Skills & Tools
M&A integrationproject managementfinance transformationGAAP AccountingExcel modelingdata analysisfinancial reportingbusiness planningdiligence supportfinancial performance analysis
Soft Skills
problem-solvingleadershipcollaborationcommunicationadaptabilitystorytellingprocess improvementself-awarenessmotivationability to thrive in ambiguity
Certifications
Bachelor’s degree in Businessquantitative field