Salesforce

Senior Director, Financial Planning & Analysis

Salesforce

full-time

Posted on:

Location Type: Hybrid

Location: Indianapolis • California • Washington • United States

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Salary

💰 $181,700 - $304,700 per year

Job Level

Senior

About the role

  • Lead development and maintenance of comprehensive, multi-year financial models that reflect Salesforce’s business structure, growth drivers, and cost dynamics.
  • Drive scenario planning and sensitivity analysis to assess trade-offs under varying business conditions, economic environments, or strategic choices.
  • Translate complex inputs into clear outputs for use in executive decision-making, long-range planning, capital allocation, and investor discussions.
  • Partner with Finance Business Partners, Accounting, and Treasury to consolidate forecasts and ensure accuracy, consistency, and completeness of company-level outlooks.
  • Support quarterly forecast cycles, annual planning, and long-range outlooks by providing frameworks and models that enable data-driven insights.
  • Provide analytical support to the CFO, COFO, and senior leadership team to evaluate performance and inform strategic decisions.
  • Identify and communicate key financial trends, operational drivers, and risks/opportunities to executives and cross-functional partners.
  • Improve modeling infrastructure, processes, and tools to enhance accuracy, transparency, and scalability.
  • Collaborate with the Finance Systems team to build new capabilities into planning platforms and reporting systems.

Requirements

  • 10+ years of progressive experience in corporate finance, strategic FP&A, or investment banking with a strong modeling focus
  • Advanced modeling skills, with a deep understanding of software economics and experience forecasting revenue, margin, and cash flow in a complex business.
  • Experience leading and developing high performing teams
  • Track record of optimizing financial processes for efficiency and accuracy
  • Strong business acumen and analytical capabilities
  • Demonstrated experience supporting public company planning cycles, long-range forecasts, and senior executive deliverables.
  • Excellent communication skills, with the ability to distill complex analysis into executive-ready insights under tight deadlines.
  • Bachelor's degree in Finance, Economics, Business, or a quantitative field required; MBA or CFA preferred or equivalent relevant experience required.
Benefits
  • time off programs
  • medical insurance
  • dental insurance
  • vision insurance
  • mental health support
  • paid parental leave
  • life and disability insurance
  • 401(k)
  • employee stock purchasing program
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial modelingscenario planningsensitivity analysisforecastingdata analysiscapital allocationperformance evaluationfinancial process optimizationrevenue forecastingcash flow forecasting
Soft Skills
leadershipcommunicationanalytical capabilitiesbusiness acumenteam developmentcollaborationproblem-solvingexecutive presentationtime managementstrategic thinking
Certifications
MBACFABachelor's degree in FinanceBachelor's degree in EconomicsBachelor's degree in BusinessBachelor's degree in quantitative field