Description

Role Description

The Finance F&S team is dedicated to financial reporting and enabling budget execution & optimization to deliver growth and efficiencies across the company. This role partners across multiple functions including Finance Business Partners, Corporate F&S, Sales Strategy, Recruiting, Sourcing, Accounting and others in the broader Finance organization. This individual will report through the Sales Finance Team with the primary area of responsibility being expense and headcount management. The Finance & Strategy (F&S) team serves as a trusted advisor to the business, guiding decision-making through strong business partnership and insightful, innovative analysis. We are seeking forward-thinking, results-oriented individuals who thrive in a fast-paced environment and can improve processes to help the company scale with growth.

This role operates cross-functionally within F&S to deliver exceptional results through process improvement, enhanced management reporting, providing key access to data, and by acting as a subject matter expert for expense management and other related items for the organization they support. This role will partner with our Sales teams in financial planning, forecasting, management reporting, and ad hoc analyses.

Responsibilities:

• Own the total Sales Long-Range Planning model including but not limited to model maintenance, managing drivers, and incorporating strategic leadership decisions.

• Own Sales capacity and headcount investment reporting and analytics across segments and geographies shared with executive leadership by partnering with Sales Strategy.

• Create and present ad hoc financial & scenario analysis including but not limited to Sales and Marketing Expenses as a % of revenue, Sales strategic spend, and expense trends to senior leadership

• Support Salesforce’s quarterly external earnings process by partnering with Corporate Finance to provide insights on Sales expense as a % of Revenue and Sales investments.

• Build expertise on Salesforce’s financial system and partner with F&S business partners and IT on system tactics for the annual Plan and quarterly Outlooks

• Build & maintain cross functional relationships with the broader F&S team

Required Qualifications:

• BA/BS degree or equivalent experience required. Experience will be evaluated based on the Core Competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)

• 2 - 4+ years related experience in FP&A, Accounting, Analytics, or Management Consulting.

• Foundational FP&A experience required with a deep knowledge of financial statements

• Excellent communication skills (written and verbal) with an ability to explain complex issues in an understandable way

• Ability to work collaboratively in a team environment with competing priorities and influence at all levels within the organization

• Advanced skill with financial modeling in Excel or GSheets

• Highly motivated, detail oriented, self-aware and responsive

• Ability to synthesize complex data into simple consumable deliverables with clear takeaways

• Experience creating Powerpoint/Google Slide presentations for management. Experience with financial systems (Hyperion, Oracle, Tableau) preferred

This role is hybrid and goes into the office 3 days per week.