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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.
Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.
The Finance & Strategy (F&S) Reporting, Enablement & Finance Data Office team is seeking a high-performing Manager to support the Plan to Perform value stream, including Hyperion retrofit and EPM planning initiatives (e.g., Workday Adaptive). This role operates in a fast-paced, high-growth environment and requires strong expertise in financial planning, reporting, and analytics.
The Manager will partner cross-functionally across Finance & Strategy, IT, and external system integrators to drive modernization of planning and reporting capabilities. This includes identifying dependencies, surfacing risks, and ensuring alignment across initiatives within the Plan to Perform ecosystem.
This role is expected to challenge existing processes and drive scalable solutions through automation and out-of-the-box system capabilities, contributing to a simplified technology architecture and reduced manual intervention. Success requires strong business partnership, communication, and the ability to translate complex requirements into practical, forward-looking solutions.
This position reports to the Director, Reporting and Planning for the EPM initiative.
Responsibilities:
- Coordinates and collaborates with F&S, global accounting, tax, business technology, and integration partner teams to meet business needs
- Represents the business point of view when designing and collaborating with a business integrator, system integrator, and business technology team
- Work with various business advisors to assist in delivering world-class solutions that are highly scalable, secure, and flexible
- Develop “to be” processes considering Workday out-of-the-box functionality. Provide recommendations and follow through with communication and implementation of new processes.
- Provide critical input and insight into planning system requirements based on process knowledge and future state vision
- Identify and prioritize F&S use cases
- Coordinates timing of process owner testing efforts and executes unit testing and end-to-end testing. Provides support for user acceptance testing
- Influences decision-making and outcomes to support core F&S interests
- Communicates and escalates blockers in a timely manner and proposes possible remedies to overcome
- Communicate the status of the project to cross-functional team members and management
- Participate in internal process improvement initiatives to improve planning, reporting, analytics, analytical tools, and technical aspects of F&S processes
- Ensure financial statement and operational risks are mitigated in process design
Required Qualifications:
- BA/BS degree preferably in Finance, Economics, Accounting, Mathematics** **or equivalent relevant 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.
- 5+ years of operational experience in managing financial business processes
- Strong oral and written communication skills are crucial
- Ability to think clearly, analyze quantitatively, solve problems, scope business requirements, and prioritize
- Ability to identify gaps between desired future state and system functionality and recommend viable alternative options and solutions
- Experience in a highly complex global organizations operating within large-scale ERP systems
- Strong collaboration and teamwork skills required
- Remains adaptable and flexible. Open to continuous change in response to new information, different or unexpected circumstances, and working in an ambiguous business environment
- Ability to approach responsibilities with a beginner’s mind and serve as a change champion by communicating, advocating, and championing upcoming changes to impacted stakeholders.
Preferred Qualifications:
- Workday Financials including Workday Adaptive Planning experience preferred
This role is hybrid and goes into the office 3 days per week.
Unleash Your Potential
When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.
Accommodations
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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.