Sr. Analyst, Financial Planning & Analysis

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Job Category

Finance

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 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 process 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.

By representing the finance team throughout the M&A integration life cycle, you will act as a trusted advisor, advocating for the interests of both Salesforce and the acquired companies. If you are driven, have a passion for finance, and thrive in a dynamic, fast-paced environment, we encourage you to apply and join our team in shaping the future of Salesforce’s M&A integration efforts.

• 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. Experience will be evaluated based on the Core Competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.).
• 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,…