Financial Planning and Analysis Manager

Salesforce

Finance Manager supporting Americas Professional Services at Salesforce. Providing financial strategy and insights for operational efficiency and resource allocation.

Posted 4/21/2026full-timeIndianapolis • 🇺🇸 United StatesMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

ERPTableau

About the role

Key responsibilities & impact

Partner with and support the senior leadership of Americas Professional Services to drive optimal financial strategy.
Facilitate decision making on investment strategies, operational efficiency, and resource allocation.
Produce strategic, actionable insights from financial and operational data.
Build the Annual Financial Plan, quarterly Outlooks, and monthly forecasts aligned to business strategy.
Partner cross-functionally to deliver weekly revenue forecast updates.
Analyze financial results, distill key trends, assess current and future business risks, and communicate key messages to senior management.
Ad-hoc reporting and analysis as needed.

Requirements

What you’ll need

Degree or equivalent relevant experience required.
A minimum of 5+ years of relevant experience in finance, consulting, or analytic roles.
Proven track record of achievement, process improvement, and professional growth.
Extensive financial modeling experience, including advanced spreadsheet skills.
Proficiency with financial systems; in particular enterprise grade ERP, Planning & Analysis, Tableau, or other Business Information systems.
Ability to work autonomously while maintaining connections to globally distributed teams.
Intellectual curiosity and a willingness to learn and grow.
Problem solving and analysis skills, strong business judgment, and the ability to communicate risks and opportunities.

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

financial modelingadvanced spreadsheet skillsdata analysisoperational efficiencyresource allocationinvestment strategiesforecastingreportingprocess improvementbusiness judgment

Soft Skills

problem solvingcommunicationintellectual curiosityautonomycollaborationdecision makinganalytical thinkingprofessional growthstrategic thinkingadaptability