Financial Reporting Senior Analyst, Salesforce
3 days a week in office
World's leading CRM provider
Be an early applicant
World's leading CRM provider
1001+ employees
Be an early applicant
3 days a week in office
1001+ employees
Company mission
To empower companies to connect with their customers in a whole new way.
Role
Who you are
- This position helps drive continuous improvement with a focus on process scalability and maturity
- The ideal candidate is someone who is flexible, change and meticulous, a problem solver who possesses strong execution skills, and is comfortable with a fluid mix of projects and activities that change with the pace and priorities of the organization
- 2+ years of experience in an FP&A, Finance & Strategy, Accounting, Operations or Business Consulting
- Strong proficiency in excel
- Experience with data visualization tools like Tableau and Tableau CRM
- Experience building models for Long-Range Planning or headcount growth
- Demonstrated ability and passion for dissecting/solving problems with a fact-based, data-driven, meticulous, and creative approach
- Communicates in a clear, concise, and timely manner and operates effectively as a great teammate
- Manages multiple tasks, high visibility projects, and timelines with a sense of urgency, ownership, and within the time line
- Self-directed/driven and resourceful with excellent organizational skills
- Experience presenting to senior-level leadership or other decision-makers to present and sell ideas to various audiences (technical and non-technical)
- Experience with enterprise software systems: Oracle, Concur, Workday, Salesforce, Coupa, etc
- Experience with data management tools/languages: SQL, Python, Tableau Prep, Alteryx a plus
- Experience with process optimization, transformation, or automation a plus
- Familiarity with Sarbanes Oxley, previous experience as a SOX control owner a plus
- Familiarity with ASC 606 a plus
What the job involves
- The Financial Reporting Analyst/ Sr. Analyst will support budget and headcount management, cost and scale analysis, and long-range planning for the entire Revenue Operations function
- Additionally, the role will be providing Business Intelligence and Analytics Solutions to the Risk & Recovery team (Credit & Bad Debt)
- Most importantly the role will drive the transformation of our legacy Financial Planning data processes as well as the development of our related business intelligence application suite in Tableau
- The candidate is expected to be data-savvy with a strong interest in both Finance and BI solutions. The candidate must demonstrate initiative, ownership, and passion, as well as excellent management, teamwork, and problem-solving skills
- You will be responsible for delivering a core portfolio of KPIs, building and maintaining a 3-5 year LRP, and managing a portfolio of data pipelines and Tableau dashboards
- You will also contribute to setting the vision for and delivering the future of integrated Financial Planning at Salesforce
- You will work on exciting and meaningful projects that impact all functions of our business
- As a member of our team, you will constantly be learning, given executive exposure, and be encouraged to leverage and implement the latest Salesforce products and technologies
- In addition, you will often be asked to tackle ad hoc/unstructured problems and partner with team members across the company to present proposals to key partners and senior-level leaders for consensus
- Generate Monthly, Quarterly, and Yearly financial & business KPIs
- Manage headcount and hiring in partnership with Finance & Strategy, Office of the CFO, and Recruiting team
- Build, maintain & manage Long Range Plan in conjunction with Operations Leads and Finance & Strategy partners
- Drive, create and consult annual fiscal budget planning process on behalf of the Revenue Operations Executive Leadership and in partnership with Finance & Strategy team
- Manage the operational strategic workforce plan and budget for the operations team, including forecasting and analyzing growth trends
- Provide key BI support and ad-hoc analysis to help business leaders to understand their business, and provide guidance on areas of improvement and areas to focus to meet performance measurements
- Drive transformation of current SOX and Financial Planning processes out of excel into fully integrated BI applications
- Build and provide ROI reporting in support of programs, projects & pilots
- Explore new Salesforce products and innovative solutions
- Create C-level and EVP-level presentations
- Build a network of relationships with people in different areas of the organization in order to gain consensus for an idea that you champion
- Become a master of your data universe; maintain data quality and validity
Our take
Salesforce is a global cloud computing company, best known for its on-demand, comprehensive customer relationship management (CRM) solutions. The company was launched to mitigate the doubts that business owners felt regarding third party companies holding their data.
By providing essential, customer-oriented CRM software, Salesforce places itself at the heart of digitised businesses. Furthermore, by building out its AI capabilities, the company removes the complexity of AI, enabling any business to deliver smarter, personalised and more predictive customer experiences.
Due to the continued innovation offered by the company, over 150,000 companies, both big and small, are growing their business with Salesforce today. Despite a tumultuous 2023 filled with activist investors, a boardroom shake-up and the unprecedented step-down of Co-CEO Bret Taylor, Salesforce continues to close several acquisition deals and managed to drive up its stock value by 96% from the end of 2022 to 2023.
Steph
Company Specialist at Welcome to the Jungle
Insights
-8% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Jun 2001
$46.9m
SERIES D
Nov 1999
$13.2m
SERIES C
Total funding: $64.5m
Company values
- Trust - We earn the trust of our customers, employees, and extended family through transparency, security, compliance, privacy, and performance. And we deliver the industry’s most trusted infrastructure
- Customer Success - So we champion them to achieve extraordinary things. We innovate and expand our business offerings to provide all our stakeholders with new avenues to achieve ever greater success
- Innovation - Our customers’ input helps us develop products that best serve their business needs. Providing continual technology releases and new initiatives gives our customers a competitive advantage
- Equality - We believe everyone should be seen, heard, valued, and empowered to succeed. Hearing diverse perspectives fuels innovation, deepens connections between people, and makes us a better company
- Sustainability – We are committed to bringing the full power of Salesforce to accelerate the world’s journey to net zero
Company HQ
Financial District, San Francisco, CA
Articles
Leadership
Marc Benioff
(Chair & CEO)Previously Senior Vice President at Oracle Corporation for 13 years.
Parker Harris
(CTO)Previously worked as a Software Engineer for over six years. Harris also co-founded Left Coast Software.
People progressing
Joined as Recruiting Director - Futureforce University Recruiting, EMEA, and was promoted to Senior Director - EMEA & LATAM Recruiting, Futureforce after 3 years, and then again to Senior Director - Recruiting after 2 years. Now serve as COO - Employee Success EMEA.
Salary benchmarks
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Diversity, Equity & Inclusion at Salesforce
- Our goals:
- 50% of our U.S. employees will be made up of underrepresented groups (Women, Black, Latinx, Indigenous, Multiracial, LGBTQ+ employees, People with Disabilities, and Veterans) by 2023
- Double the U.S. representation of Black leaders (VP+) and increase our representation of underrepresented minority (Black, Indigenous, Latinx, and Multiracial) leaders by 50% by 2023
- 50% increase our U.S. representation of underrepresented minority (Black, Indigenous, Latinx, and Multiracial) employees by 50% by 2023
- We’ve met our representation goal nearly a full year early – today, 50.7% of our U.S. employees are members of underrepresented groups
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