Sr. Manager, Financial Planning & Analysis

Salesforce Salesforce · Enterprise · Atlanta, Indiana - Indianapolis, GA

This role is for a Sr. Manager in Financial Planning & Analysis supporting Procurement at Salesforce, a company that positions itself as an AI CRM. The role focuses on budgeting, forecasting, spend analysis, and executive presentations related to procurement. While the company heavily emphasizes AI and agents in its marketing, the core responsibilities of this FP&A role do not involve building, training, or deploying AI/ML models. The candidate needs strong financial modeling, analytical, and communication skills within a SaaS business model context.

What you'd actually do

  1. Drive the annual budget process, orchestrate month-end close and rolling forecast processes, ensure accuracy and synchronization across the remit in COFO and across Salesforce engaging all Finance stakeholders
  2. Ongoing customer 360 analysis of the largest procurement transactions in each fiscal year, quarterly reviews of procurement with CEO/ELT, analysis of the top 20 +/- spend transactions each year
  3. Translate complex financial results into concise, actionable insights for the COFO and ELT
  4. Act as a strategic partner across Finance, providing financial rigor and support on major company initiatives
  5. Drive the continuous improvement of FP&A software and Business Intelligence (BI) tools to automate manual consolidation and increase reporting speed

Skills

Required

  • 8+ years of experience in a highly analytical role (e.g., Finance, Business Operations)
  • Complex Excel modeling experience
  • Ability to build "what-if" scenarios that stress-test business drivers and long-range plans
  • Exceptional relationship-building skills
  • Strong written and verbal communication skills
  • Ability to translate complex data and financial concepts into clear, actionable business recommendations for executive audiences
  • Bachelor's degree in Finance, Economics, Business, or a quantitative field or equivalent relevant experience

Nice to have

  • Exposure to B2B SaaS business models preferred

What the JD emphasized

  • strategic business partner to Procurement
  • largest and most strategic transactions
  • analyze procurement spend
  • support executive dialogue on spend prioritization
  • strategic priorities
  • strategic analysis of deals
  • strong background in SaaS business models
  • advanced data analysis
  • strategic partnership
  • data-driven insights
  • complex, high-impact challenges
  • Complex Excel modeling experience
  • build "what-if" scenarios
  • stress-test business drivers
  • long-range plans