Director, Product Financial Planning – Analysis

Salesforce

. Primary finance business partner to a Product GM and/or EVP of Engineering .

Posted 5/13/2026full-timeAtlanta • 🇺🇸 United StatesLeadWebsite

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Primary finance business partner to a Product GM and/or EVP of Engineering
Work with product and technology leaders to establish the financial goals and measure progress throughout the year, highlighting finance recommendations on course of action, including providing a decision framework for optimizing resource allocations in a fast-paced environment
Partners with leaders across the company, establishing trust and gaining an understanding of relevant drivers and key economic metrics (e.g., price and quantity contribution to revenue, cost to serve, and margin expansion)
Develop framework for effective resource management, ROI analysis and business recommendations on strategic investments and their impact on growth drivers and margin expansion
Help develop product long range plan (LRP) framework, evaluate performance against the plan and ensure product road map is aligned across other departments' plans
Partner closely with Strategy and Pricing teams to define monetization strategies and insights, including future AI roadmap opportunities
Manage annual planning and budgeting processes and collaborate cross-functionally to ensure strategic alignment across the company
Prepare and present high-quality executive presentations for product and engineering leadership

Requirements

What you’ll need

Bachelor's degree in Finance, Economics, Business, or other relevant discipline or equivalent relevant experience required
MBA or equivalent experience preferred
A minimum of 10 years of relevant experience in finance, consulting, or analytics
Exceptional relationship-building skills demonstrated by ability to grow and nurture relationships with internal stakeholders
Demonstrated success in driving both strategic and operational activities
Proven skill in managing multiple stakeholders and leading cross-functional initiatives
Exceptional analytical and problem-solving skills, successfully applying this skill set to the business context
Extensive financial modeling experience, including scenario planning, ROI analysis, and cost-benefit analysis
Experience with financial systems and data visualization tools (e.g., Tableau, Hyperion, or similar)
Compelling storyteller with the ability to synthesize complex financial and strategic data into clear, compelling narratives for senior leadership.

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 modelingROI analysiscost-benefit analysisscenario planningbudgetingresource managementstrategic investmentsperformance evaluationmonetization strategiesdata analysis

Soft Skills

relationship-buildinganalytical skillsproblem-solvingstakeholder managementcross-functional leadershipcommunicationtrust establishmentstrategic thinkingpresentation skillsstorytelling

Certifications

Bachelor's degree in FinanceBachelor's degree in EconomicsBachelor's degree in BusinessMBA