Senior Financial Planning & Analysis Analyst

Salesforce

Senior Financial Analyst responsible for budget forecasting and reporting for Infrastructure and Security at Salesforce. Collaborating with cross-functional teams to deliver insights and improvements.

Posted 4/7/2026full-timeAtlanta • 🇺🇸 United StatesSeniorWebsite

Tech Stack

Tools & technologies

SQLTableau

About the role

Key responsibilities & impact

Build strong relationships with key business partners, establishing trust and gaining an understanding of relevant business drivers
Work cross-functionally with Finance & Strategy, Recruiting, Infrastructure operations and leadership, and other business partners as necessary, to ensure alignment and accuracy
Develop the annual business workforce plan and quarterly forecast updates by building finance models and analyzing data trends
Develop scalable headcount reporting to support self-service budget requests & insights, including standard costing models to support scenario analysis
Assist with ad-hoc analysis and presentation requests
Demonstrate intellectual curiosity and manage interdependencies to meet work deadlines

Requirements

What you’ll need

BA/BS degree or equivalent and minimum of 4+ years FP&A or relevant work experience
Strong MS Excel, Google Suite, Hyperion, Adaptive, Smartview skills
Strong data analysis skills including familiarity / experience with SQL queries, Snowflake, and Tableau (certification preferred)
Excellent communication and interpersonal skills, with a history of executive level business partnering
Ability to efficiently work in a fast moving dynamic environment with high degree of ambiguity, competing priorities, and constant change
Track record of identifying opportunities and successfully leading process improvement or other strategic projects
Ability to work cross functionally and able to influence at all levels within the organization
Experience in building financial and decision support models, along with strong analytical, problem-solving skills
Intellectually curious, highly motivated, self-aware, collaborative, and responsive

Benefits

Comp & perks

time off programs
medical
dental
vision
mental health support
paid parental leave
life and disability insurance
401(k)
employee stock purchasing program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

FP&Adata analysisfinancial modelingcosting modelsSQLSnowflakeTableauMS ExcelGoogle SuiteHyperion

Soft Skills

communicationinterpersonal skillsexecutive level business partneringproblem-solvingintellectual curiositycollaborationinfluencingadaptabilityself-awarenessmotivation