Senior Manager, Financial Planning & Analysis

Salesforce · Indianapolis, Indiana

Overview of the Role:

The Finance & Strategy (F&S) team is responsible for delivering financial predictability and control, business accountability, insight to optimize decisions and resources and shareholder success.

The Corporate F&S team is seeking a Senior Manager to join the Corporate F&S Revenue team focusing on global revenue forecasting, metrics and reporting.

This role partners closely across F&S and Investor Relations to deliver an accurate financial forecast and insights.

The role requires strong top-line forecasting skills coupled with a high degree of internal customer interaction across the broader finance organization.

The selected candidate will be responsible for delivering a high degree of forecast accuracy in the company's revenue forecast and effectively communicating the revenue forecast, topline risks and opportunities to finance leadership.

Responsibilities:

  • Deliver an accurate revenue forecast

  • Topline scenario planning, effectively communicating risks & opportunities

  • Consolidate global revenue reporting and prepare impactful presentations that deliver messages clearly and engage the audience

  • Supervise, coach, and mentor team in day-to-day responsibilities and career development

  • Drive revenue and topline insights for the EVP – Finance and COFO

  • Partner across finance and the business in the composition and delivery of the revenue forecast:

    - Corporate F&S Planning: delivery of the topline forecast to finance leadership

    - Investor Relations: revenue guidance & external narrative

    - Professional Services F&S: analysis & consolidation of forecast

    - GTM F&S: ACV forecast, delivery of revenue & cRPO forecast to Sales leaders

    - Product F&S: product revenue forecast & insights

    - Controllership (Revenue Recognition & Revenue Accounting) to effectively incorporate revenue adjustments into the forecast

Required Qualifications:

  • Bachelor's Degree: preferably in Finance, Economics and/or Accounting 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.)

  • 8+ years of experience in Financial Planning & Analysis or a combination of Financial Planning & Analysis, Revenue Accounting and/or Financial Audit

  • Leadership experience: ability to manage up, down and across; strong business partnership skills

  • Substantial experience building, maintaining and reviewing complex financial models

  • Excellent executive communication, reporting, and presentation skills

  • Ability to manage through ambiguity and prioritize effectively in a fast-paced, quickly changing environment

  • Self-starter who can navigate through ambiguity while aligning with business partners

  • Demonstrated use of AI in daily work

  • Willingness to challenge the status quo and implement new processes

Preferred Qualifications:

  • Advanced education/certification (e.g. MBA, CFA, CPA) or equivalent experience.

  • Knowledge of software revenue recognition under ASC 606

  • Self-starter who can navigate through ambiguity while aligning with business partners

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

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