Salesforce

Manager, Financial Planning & Analysis

Salesforce$90K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years experience in FP&A, corporate finance, or strategic analytics
  • Advanced SQL proficiency and working knowledge of Python; familiarity with Snowflake, Tableau, or similar tools
  • Strong data intuition for translating ambiguous business questions into structured outputs
  • Comfort with AI tools for data preparation and automation
  • Exceptional attention to detail and ownership of data quality
  • Demonstrated ability to communicate findings to senior stakeholders

Responsibilities

  • Own and maintain authoritative datasets for Current Remaining Performance Obligations and attrition reporting
  • Validate data outputs against source systems to ensure integrity and address anomalies
  • Contribute Finance & Strategy perspective to revenue and attrition forecast cycles
  • Deliver ad-hoc analyses on trends and forecast drivers for planning
  • Develop and maintain Tableau dashboards for cross-functional visibility into topline metrics
  • Drive automation of manual reporting workflows using SQL, Python, and AI tools
  • Partner with Corporate Finance and other teams on metric definitions and data sources

Benefits

  • Comprehensive health and wellness programs
  • Flexible work arrangements and support for work-life balance
  • Opportunities for professional development and career growth
  • Collaborative and innovative work environment
  • Access to cutting-edge tools and technologies
Full Job Description

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Finance

Job Details

The Experience

The Finance & Strategy (F&S) team serves as a trusted adviser to the business to help guide decision-making through business partner support and innovative and informative analyses. We are looking for visionary, results-oriented leaders who thrive in fast-paced environments, possess a passion for driving transformation at scale, and excel at building high-performing teams capable of supporting the company’s explosive growth.

We are looking for a Manager of Finance to join our Topline Data and Insights team. This individual will own the datasets and analytical workflows that underpin Salesforce's revenue and attrition forecasting processes, while partnering across Corporate Finance, Product, and GTM to ensure a consistent, trusted view of topline performance. The role requires strong technical depth in data and analytics, paired with the business judgment to connect data signals to forecast outcomes.

What You'll Actually Be Doing

Data Ownership & Forecasting Support

  • Own and maintain the authoritative datasets supporting Current Remaining Performance Obligations (CRPO) and Attrition reporting and forecasting, including Total Bookings, Available to Renew (ATR), and renewal opportunity data

  • Validate outputs against source systems to ensure data integrity and serve as the first line of defense for anomalies or discrepancies

  • Contribute an Finance & Strategy (F&S) perspective to revenue and attrition forecast cycles, connecting data signals to drivers, risks, and variances

  • Deliver ad-hoc analyses on historical trends and forecast drivers to inform planning and decision-making across F&S partners


Reporting & Data Infrastructure

  • Develop and maintain Tableau dashboards that enable self-service visibility into topline metrics for cross-functional partners

  • Identify and drive automation of manual, repeatable reporting workflows using SQL, Python, and AI-enabled tooling to reduce cycle time and analytical risk

  • Build bespoke datasets and analytical frameworks to support emerging business questions across revenue and attrition


Cross-Functional Partnership

  • Partner with Corporate Finance, Product Finance, and Go to Market (GTM) teams to align on metric definitions, data sources, and reported numbers

  • Serve as the connective tissue across Analytics and Ops partners to ensure consistency between operational data and financial reporting

  • Synthesize findings and communicate analytical conclusions to F&S stakeholders in clear business terms


You're Our Person If...

  • 5+ years of experience in FP&A, corporate finance, or strategic analytics

  • Advanced SQL proficiency and working knowledge of Python; experience with Snowflake, Tableau, or equivalent modern data stack tools

  • Strong data intuition with the ability to translate ambiguous business questions into structured analytical outputs

  • Comfort leveraging AI tools (e.g., LLMs, copilots, automation platforms) to accelerate data preparation, pattern identification, and workflow automation

  • Exceptional attention to detail and a strong sense of ownership over data quality and reporting accuracy

  • Demonstrated ability to partner cross-functionally and communicate findings to senior stakeholders

Even Better If...

  • Familiarity with SaaS topline metrics (ARR, Bookings, CRPO, Attrition) and the operational drivers behind them preferred

About Salesforce

ExactTarget is a provider of on-demand email marketing software solutions. Their suite of on-demand one-to-one marketing applications enables clients to send business-critical and event-triggered communications to increase sales, optimize marketing investments, and strengthen customer relationships. They offer four editions of their on-demand software application along with integrated solutions such as ExactTarget for AppExchange and ExactTarget for [Microsoft](/organization/Microsoft) Dynamics CRM.

Salesforce Careers

Joining Salesforce means becoming part of a dynamic, global team of professionals who are deeply committed to driving customer success and innovation. As the world's leading Customer Relationship Management (CRM) platform, Salesforce offers unparalleled job opportunities in technology and consulting, making it an ideal place for ambitious individuals looking to make a significant impact.

Work You'll Do

At Salesforce, every position is a chance to leverage your skills and creativity to transform businesses and industries. Our diverse team of experts collaborates to deliver cutting-edge solutions that foster growth and enhance leadership capabilities. By joining our team, you'll be at the forefront of digital innovation, using Salesforce's powerful platform to help clients navigate their transformation journeys.

Innovate and Lead

Salesforce is not just a company; it's a community where you can lead with your ideas and see them come to life. Our culture of innovation encourages you to challenge the status quo and push the boundaries of what's possible. With Salesforce, you'll work alongside leaders in technology and business who are committed to your growth and professional development.

Career Growth and Opportunities

Whether you're looking for an internship, a full-time position, or leadership roles, Salesforce provides a wealth of opportunities to advance your career. Our commitment to professional growth is reflected in our robust training programs, including leadership development and diversity training, designed to help you excel at every stage of your career.

Be Part of a Great Team

Salesforce prides itself on a culture that values diversity, teamwork, and open communication. We believe that our strength lies in our people, and we're committed to creating an environment where everyone can thrive. Joining our team means being part of a supportive community that encourages networking and collaboration.

Benefits and Culture

At Salesforce, we understand that job satisfaction extends beyond the office. That's why we offer competitive benefits to support the health, well-being, and financial security of our employees and their families. From health insurance and retirement plans to wellness programs and flexible working arrangements, we provide the benefits that contribute to a better work-life balance.

Explore Job Opportunities

Ready to take the next step in your career? Explore the wide range of employment opportunities at Salesforce. From technical roles to customer engagement positions, we are continuously hiring talented individuals who are passionate about making a difference.

Stay Connected

Keep up to date with the latest at Salesforce by following our careers blog. Gain insights from the people who work here and learn how you can bring your career to the next level with Salesforce.

Apply Now

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Learn more about Salesforce
Size
73,541 employees
Market Cap
$130.4 billion
Industry
Net Income
$4 billion
Founded
2000
5 Year Trend
+25.7%
Revenue
$21.2 billion
NASDAQ

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