Sr. Analyst, Financial Planning & Analysis

Overview of the Role

The Finance & Strategy team is the global champion for smart growth & operational alignment - delivering financial predictability & control, business accountability, insight to optimize decisions and resources, and shareholder success. We serve as a trusted advisor to the business to help inform and guide decision making through business partner support and innovative and insightful analyses. We are looking for bright, goal oriented individuals that will succeed in a fast‑paced environment and thrive in building and improving processes that will allow the company to scale with growth.

Salesforce is seeking an experienced Sr. Financial Analyst to support our M&A Finance team. As the Sr. Financial Analyst, you will play a pivotal role in the Finance workstream of newly acquired companies into Salesforce. You will be a key partner across various Financial Planning & Analysis (FP&A), Integration and Diligence finance work streams, ensuring the alignment of financial management and processes, and maximizing value to accelerate growth.

• Build trusted relationships with key business partners across Finance, Corporate Development and cross‑functional partners, establishing trust and gaining an understanding of relevant business financial drivers to inform annual planning and reporting process for M&A.
• Support the team in developing the annual business plan for Integration and quarterly forecast updates by providing required data trends, reports and insights for the various department's functions and regions along with incorporating any new deal activity.
• Work cross‑functionally with F&S, Technical Accounting and other business partners as necessary to ensure accurate GAAP Accounting expense treatment among other Accounting technicalities across M&A.
• Support ad‑hoc diligence and integration requests driven by deal volume and various priorities.
• Provide timely communication to the leadership team of the acquired business and Salesforce executives on financial performance and key updates.
• Refine and execute on the M&A integration playbook, ensuring the financial management and processes of the acquired business are fully integrated into Salesforce's core teams.

• Bachelor’s degree (or its foreign degree equivalent) in Business or a related quantitative field or equivalent relevant experience required.
• 2-3+ years of experience in finance, M&A integration, project management, consulting, or finance transformation projects.
• Exceptional problem‑solving skills with the ability to structure complex problems, develop hypotheses, and present data‑driven solutions.
• Demonstrated ability to lead cross‑functional initiatives and manage complex, multi‑team integrations.
• Ability to excel in ambiguous situations and thrive in a fast‑paced, dynamic environment.
• Advanced Excel modeling skills.
• Strong storytelling abilities, with a knack for presenting complex information in a clear and compelling manner.
• Passion for process improvement and challenging the status quo.
• Highly motivated, self‑aware, collaborative, and responsive.
• Proven ability to effectively collaborate and partner with cross‑functional teams.
• Ability to adapt to change quickly as priorities may shift from deal to deal.

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

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