Manager, Financial Planning & Analysis
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Job Category
Finance
Job Details
About Salesforce
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn't a buzzword - it's a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.
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The Finance & Strategy (F&S) team serves as a trusted adviser to the business to help guide decision-making through business partner support and innovative and insightful analyses. We are looking for forward-thinking, results-oriented individuals that will succeed in a fast-paced environment and thrive in leading teams, and improve processes that will allow the company to scale with growth!
Role Description:
The Manager role focuses on providing extensive business partnering and financial support to the Real Estate organization. The successful candidate will collaborate across Real Estate, Accounting, Procurement, and F&S teams to manage financial planning, forecasting, management reporting, and decision support for Real Estate leadership. This position requires strong analytical capabilities, a consistent focus on efficiency, and close attention to detail. The ideal candidate will demonstrate the ability to conduct in-depth analysis, communicate clearly and concisely, and take ownership of processes from end to end.
Responsibilities
- Forecast & Close Leadership: Lead the end-to-end annual planning process and own monthly/quarterly forecast and close processes for real estate, ensuring high-accuracy deliverables and data integrity while optimizing processes for scale and efficiency.
- Strategic Business Partnering: Serve as the primary finance lead for Real Estate leadership, proving the critical insights needed to influence investment decisions and prioritization.
- Scenario & Sensitivity Modeling: Develop sophisticated financial and sensitivity models that account for macroeconomic shifts and internal initiatives, providing leadership with a clear map of potential financial outcomes.
- Strategic Initiatives: Act as a key finance partner to the Real Estate organization, applying financial rigor and data-driven insights to support the execution of high-priority strategic programs.
- Performance Metrics: Define and drive the KPIs that measure real estate investment health, ensuring our global portfolio remains perfectly aligned with our long-term real estate strategy.
- Executive Communication: Distill complex financial datasets into high-impact narratives and management reporting, delivering actionable insights to senior executives.
- Leadership & Mentorship: Elevate the team by providing guidance and indirect leadership to junior analysts, fostering a culture of analytical excellence and continuous improvement.
- Ad Hoc Projects: Drive critical special projects, including M&A activity and integration, long-range planning (LRP) collaboration, and vendor consolidation initiatives and partnerships.
Required Qualifications:
- Bachelor's degree in Finance, Economics or other relevant discipline or equivalent experience. Experience will be evaluated based on the Core Competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
- 5+ years of work experience in financial planning and analysis or a similar role with a strong emphasis on analytical rigor and strategic decision support
- Real estate transactions or lease accounting experience a plus
- Excellent communication skills, including the ability to partner with diverse stakeholders to achieve alignment, drive results and present outcomes
- Experience building financial and decision support models, along with strong analytical and problem-solving skills
- Strong analytical and problem solving skills
- Ability to adapt and handle a fast moving dynamic environment with high degree of ambiguity and constant change
- Ability to collaborate cross functionally and influence appropriately
- Intellectual curiosity, fueled by a proactive approach to continuously expand one's skillset
- Ability to think strategically and operate effectively with management
- Proficiency with financial systems; in particular enterprise grade ERP, Planning & Analysis, and BI systems
- Highly motivated, proactive, self-aware, collaborative, flexible, responsive
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This role is hybrid and goes into the office 3 days per week.
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Accommodations
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Posting Statement
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that's inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications - without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.
Perks and Benefits
Health and Wellness
- Health Insurance
- Health Reimbursement Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- FSA
- FSA With Employer Contribution
- HSA
- HSA With Employer Contribution
- Fitness Subsidies
- On-Site Gym
- Mental Health Benefits
Parental Benefits
- Adoption Leave
- Return-to-Work Program
- Birth Parent or Maternity Leave
- Non-Birth Parent or Paternity Leave
- Fertility Benefits
- Adoption Assistance Program
- Family Support Resources
Work Flexibility
- Flexible Work Hours
- Remote Work Opportunities
- Hybrid Work Opportunities
Office Life and Perks
- Casual Dress
- Happy Hours
- Snacks
- Some Meals Provided
- Company Outings
Vacation and Time Off
- Paid Vacation
- Unlimited Paid Time Off
- Paid Holidays
- Personal/Sick Days
- Leave of Absence
- Sabbatical
- Volunteer Time Off
Financial and Retirement
- 401(K)
- 401(K) With Company Matching
- Company Equity
- Stock Purchase Program
- Performance Bonus
- Relocation Assistance
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Learning and Development Stipend
- Promote From Within
- Mentor Program
- Shadowing Opportunities
- Access to Online Courses
- Lunch and Learns
- Internship Program
- Leadership Training Program
- Professional Coaching
- Work Visa Sponsorship
Diversity and Inclusion
- Employee Resource Groups (ERG)
- Unconscious Bias Training
- Diversity, Equity, and Inclusion Program
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