Salesforce

Financial Planning & Analysis Analyst

Salesforce

full-time

Posted on:

Location Type: Hybrid

Location: United States

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Tech Stack

InformaticaSQLTableau

About the role

  • Support teams in developing the annual business plan, quarterly forecast updates, and financial consolidation by providing required data trends, reports, and insights.
  • Build strong relationships with key business partners, establishing trust and gaining an understanding of relevant business drivers.
  • Support Bookings and Revenue planning initiatives.
  • Conduct deep-dive ad-hoc analysis and modeling to support strategic decision-making in a rapidly changing, dynamic business environment.
  • Assist with the financial and operational integration of new acquisitions, specifically supporting the integration of Informatica.
  • Develop scalable headcount reporting to support self-service budget requests & insights, including standard costing models to support scenario analysis.
  • Work cross-functionally with Finance & Strategy, Recruiting, Employee Services, and Customer Success leadership to ensure alignment and accuracy.
  • Demonstrate intellectual curiosity and successfully deliver process improvement while meeting critical deadlines.

Requirements

  • Bachelor’s degree in Finance, Economics or other relevant discipline or equivalent experience
  • At least 1 to 2 years post-qualification experience in an FP&A, Finance & Strategy, Accounting, Operations, Business Consulting, or Sales Strategy function of a multinational entity
  • Strong MS Excel or Google Sheet
  • Hyperion and/or Smartview is a plus
  • Strong data analysis skills
  • Familiarity / experience with SQL queries, Snowflake, and Tableau (certification preferred) is a plus
  • Excellent communication and interpersonal skills, with a history of executive-level business partnering
  • Track record of successful and quantifiable process improvement projects
  • Interest in process innovation and improvement methodologies
Benefits
  • time off programs
  • medical
  • dental
  • vision
  • 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 consolidationdata analysismodelingheadcount reportingcosting modelsSQLSnowflakeTableauMS ExcelGoogle Sheets
Soft Skills
relationship buildingintellectual curiosityprocess improvementcommunicationinterpersonal skillsexecutive-level business partneringtrust establishmentstrategic decision-makingcross-functional collaborationdeadline management
Certifications
Tableau certification