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Job CategoryFinanceJob Details
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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.Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.
Role - Manager - Financial Planning & Analysis
Location - Bangalore
This is an exciting opportunity for someone looking to start a shared service center that focuses in Sales financial planning, forecasting and management reporting. This role will have a team and partner closely across F&S teams, Finance Data Office, and Controllership to deliver exceptional results through process improvement, enhanced management reporting, providing key access to data, and by acting as a subject matter expert for expense management and other related items for the sales organization.
Job Responsibilities
- Lead and develop 2 newly hired analysts, providing guidances, training and development opportunities.
- Conduct regular one-on-one to provide feedback, set clear performance expectations and support career growth.
- Foster a collaborative and high-performance team environment, ensuring accountability and a shared understanding of goals.
- Oversee Financial Planning and Analysis cycle monthly, quarterly, annually.
- Translating high-level business goals from stakeholders to the analysts for system input.
- Review and approve financial models, reports and presentations prepared by the team to ensure accuracy and quality.
- Evaluate and enhance existing financial processes, methodologies and reporting tools to increase efficiency aand accruacy.
- Lead the adoption of new financial software or AI tools to automate workflows and improve analytical capabilities.
- Ensure integrity of financial data and reports by establishing and enforcing best practices and controls.
Required Experience/Skills
Technical Skills:
- 5 to 8 years of FP&A experience with forecasting and financial cycle deliverables, including at least 1 year of people-management experience.
- Strong skills in MS Excel, Hyperion, Smartview and Google Suite. Experience with SQL and snowflake a plus.
- Data extraction, analysis and presentation; Tableau or other data visualization a plus
- Excellent communication and interpersonal skills.
- Track record of successful and quantifiable process improvement projects.
Non-Technical Skills
- Thrives in an environment of collaboration/teamwork but is also a self-starter, requiring limited guidance
- Get it Done attitude
- Ability to deal with a fast moving dynamic environment with high degree of ambiguity
- Ability to establish and manage stakeholder relationships
- Clear, concise and professional communications – written & verbal; interpersonal skills
- Emotional Intelligence, empathetic mindset and humility to create space for learning
- Sharp attention to details
- Strong desire to process improve and drive efficiencies
Unleash Your Potential
When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and
be your best, and our AI agents accelerate your impact so you can
do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.
AccommodationsIf you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.Posting StatementSalesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
