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Financial Planning & Analysis Analyst

Salesforce

Financial Planning & Analysis Analyst

Salesforce logo

Salesforce

full-time

Posted: October 30, 2025

Number of Vacancies: 1

Job Description

Description Overview of the Role:The Finance & Strategy (F&S) team serves as a trusted advisor to the business, guiding decision-making through strong business partnership and insightful, innovative analysis. We are seeking forward-thinking, results-oriented individuals who thrive in a fast-paced environment and can improve processes to help the company scale with growth.This role’s primary responsibilities will be focused on functional expense and headcount consolidation, centralized management reporting, and cross-functional collaboration with global stakeholders across the F&S organization, the Finance Data Office, and Controllership. The ideal candidate will bring strong analytical skills and a systems-oriented mindset.Responsibilities:Build, maintain, and enhance centralized financial models to support business planning and strategic initiativesConsolidate and synthesize global financial inputs (e.g., expense, headcount, forecasts) across business units and regions to support enterprise-level analysis and executive decision-makingAssist in preparation of monthly, quarterly, and annual management reporting packagesSupport monthly, quarterly, and annual forecasting and close processes by managing timelines, consolidating inputs, and performing quality checksCollaborate with other stakeholders to gather data for insights and accuracyIdentify and recommend opportunities to improve existing financial processes, reporting and data collection methods.Leverage systems and automation tools to streamline central reporting workflowsDocument financial procedures and best practices to ensure consistency and knowledge transfer.Required Qualifications:Degree 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.)1–2+ years of post-graduate experience in FP&A, Corporate Finance, or a Finance & Strategy functionStrong skills in MS Excel, Hyperion, Smartview and Google Suite.Excellent communication and interpersonal skills.Track record of successful and quantifiable process improvement projects.Highly collaborative team player with a self-starter mindset, strong initiative and Get it Done attitudeComfortable managing ambiguity and competing priorities in a dynamic environmentAbility to establish and manage stakeholder relationshipsClear, concise and professional communications – written & verbal; interpersonal skillsEmotional Intelligence, empathetic mindset and humility to create space for learningSharp attention to detail and strong analytical thinkingStrong desire to process improve and drive efficienciesPreferred Qualifications:Experience with SQL and Snowflake is a plus.Experience with data visualization tools (Tableau, PowerBI) and automation tools (Tableau Prep, Alteryx, etc.) preferredThis role is hybrid and goes into the office 3 days per week in Indianapolis, IN or Atlanta, GA.

Locations

  • Indianapolis, Indiana

Salary

Salary not disclosed

Estimated Salary Rangemedium confidence

85,000 - 115,000 USD / yearly

Source: ai estimated

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Strong skills in MS Excel, Hyperion, Smartview and Google Suite.intermediate
  • Experience with SQL and Snowflakeintermediate
  • Experience with data visualization tools (Tableau, PowerBI)intermediate
  • Experience with automation tools (Tableau Prep, Alteryx)intermediate

Required Qualifications

  • Degree 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.) (experience)
  • 1–2+ years of post-graduate experience in FP&A, Corporate Finance, or a Finance & Strategy function (experience, 2 years)
  • Strong skills in MS Excel, Hyperion, Smartview and Google Suite. (experience)
  • Excellent communication and interpersonal skills. (experience)
  • Track record of successful and quantifiable process improvement projects. (experience)
  • Highly collaborative team player with a self-starter mindset, strong initiative and Get it Done attitude (experience)
  • Comfortable managing ambiguity and competing priorities in a dynamic environment (experience)
  • Ability to establish and manage stakeholder relationships (experience)
  • Clear, concise and professional communications – written & verbal; interpersonal skills (experience)
  • Emotional Intelligence, empathetic mindset and humility to create space for learning (experience)
  • Sharp attention to detail and strong analytical thinking (experience)
  • Strong desire to process improve and drive efficiencies (experience)

Preferred Qualifications

  • Experience with SQL and Snowflake is a plus. (experience)
  • Experience with data visualization tools (Tableau, PowerBI) and automation tools (Tableau Prep, Alteryx, etc.) preferred (experience)
  • This role is hybrid and goes into the office 3 days per week in Indianapolis, IN or Atlanta, GA. (experience)

Responsibilities

  • Build, maintain, and enhance centralized financial models to support business planning and strategic initiatives
  • Consolidate and synthesize global financial inputs (e.g., expense, headcount, forecasts) across business units and regions to support enterprise-level analysis and executive decision-making
  • Assist in preparation of monthly, quarterly, and annual management reporting packages
  • Support monthly, quarterly, and annual forecasting and close processes by managing timelines, consolidating inputs, and performing quality checks
  • Collaborate with other stakeholders to gather data for insights and accuracy
  • Identify and recommend opportunities to improve existing financial processes, reporting and data collection methods.
  • Leverage systems and automation tools to streamline central reporting workflows
  • Document financial procedures and best practices to ensure consistency and knowledge transfer.

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Salesforce logo

Financial Planning & Analysis Analyst

Salesforce

Financial Planning & Analysis Analyst

Salesforce logo

Salesforce

full-time

Posted: October 30, 2025

Number of Vacancies: 1

Job Description

Description Overview of the Role:The Finance & Strategy (F&S) team serves as a trusted advisor to the business, guiding decision-making through strong business partnership and insightful, innovative analysis. We are seeking forward-thinking, results-oriented individuals who thrive in a fast-paced environment and can improve processes to help the company scale with growth.This role’s primary responsibilities will be focused on functional expense and headcount consolidation, centralized management reporting, and cross-functional collaboration with global stakeholders across the F&S organization, the Finance Data Office, and Controllership. The ideal candidate will bring strong analytical skills and a systems-oriented mindset.Responsibilities:Build, maintain, and enhance centralized financial models to support business planning and strategic initiativesConsolidate and synthesize global financial inputs (e.g., expense, headcount, forecasts) across business units and regions to support enterprise-level analysis and executive decision-makingAssist in preparation of monthly, quarterly, and annual management reporting packagesSupport monthly, quarterly, and annual forecasting and close processes by managing timelines, consolidating inputs, and performing quality checksCollaborate with other stakeholders to gather data for insights and accuracyIdentify and recommend opportunities to improve existing financial processes, reporting and data collection methods.Leverage systems and automation tools to streamline central reporting workflowsDocument financial procedures and best practices to ensure consistency and knowledge transfer.Required Qualifications:Degree 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.)1–2+ years of post-graduate experience in FP&A, Corporate Finance, or a Finance & Strategy functionStrong skills in MS Excel, Hyperion, Smartview and Google Suite.Excellent communication and interpersonal skills.Track record of successful and quantifiable process improvement projects.Highly collaborative team player with a self-starter mindset, strong initiative and Get it Done attitudeComfortable managing ambiguity and competing priorities in a dynamic environmentAbility to establish and manage stakeholder relationshipsClear, concise and professional communications – written & verbal; interpersonal skillsEmotional Intelligence, empathetic mindset and humility to create space for learningSharp attention to detail and strong analytical thinkingStrong desire to process improve and drive efficienciesPreferred Qualifications:Experience with SQL and Snowflake is a plus.Experience with data visualization tools (Tableau, PowerBI) and automation tools (Tableau Prep, Alteryx, etc.) preferredThis role is hybrid and goes into the office 3 days per week in Indianapolis, IN or Atlanta, GA.

Locations

  • Indianapolis, Indiana

Salary

Salary not disclosed

Estimated Salary Rangemedium confidence

85,000 - 115,000 USD / yearly

Source: ai estimated

* This is an estimated range based on market data and may vary based on experience and qualifications.

Skills Required

  • Strong skills in MS Excel, Hyperion, Smartview and Google Suite.intermediate
  • Experience with SQL and Snowflakeintermediate
  • Experience with data visualization tools (Tableau, PowerBI)intermediate
  • Experience with automation tools (Tableau Prep, Alteryx)intermediate

Required Qualifications

  • Degree 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.) (experience)
  • 1–2+ years of post-graduate experience in FP&A, Corporate Finance, or a Finance & Strategy function (experience, 2 years)
  • Strong skills in MS Excel, Hyperion, Smartview and Google Suite. (experience)
  • Excellent communication and interpersonal skills. (experience)
  • Track record of successful and quantifiable process improvement projects. (experience)
  • Highly collaborative team player with a self-starter mindset, strong initiative and Get it Done attitude (experience)
  • Comfortable managing ambiguity and competing priorities in a dynamic environment (experience)
  • Ability to establish and manage stakeholder relationships (experience)
  • Clear, concise and professional communications – written & verbal; interpersonal skills (experience)
  • Emotional Intelligence, empathetic mindset and humility to create space for learning (experience)
  • Sharp attention to detail and strong analytical thinking (experience)
  • Strong desire to process improve and drive efficiencies (experience)

Preferred Qualifications

  • Experience with SQL and Snowflake is a plus. (experience)
  • Experience with data visualization tools (Tableau, PowerBI) and automation tools (Tableau Prep, Alteryx, etc.) preferred (experience)
  • This role is hybrid and goes into the office 3 days per week in Indianapolis, IN or Atlanta, GA. (experience)

Responsibilities

  • Build, maintain, and enhance centralized financial models to support business planning and strategic initiatives
  • Consolidate and synthesize global financial inputs (e.g., expense, headcount, forecasts) across business units and regions to support enterprise-level analysis and executive decision-making
  • Assist in preparation of monthly, quarterly, and annual management reporting packages
  • Support monthly, quarterly, and annual forecasting and close processes by managing timelines, consolidating inputs, and performing quality checks
  • Collaborate with other stakeholders to gather data for insights and accuracy
  • Identify and recommend opportunities to improve existing financial processes, reporting and data collection methods.
  • Leverage systems and automation tools to streamline central reporting workflows
  • Document financial procedures and best practices to ensure consistency and knowledge transfer.

Target Your Resume for "Financial Planning & Analysis Analyst" , Salesforce

Get personalized recommendations to optimize your resume specifically for Financial Planning & Analysis Analyst. Takes only 15 seconds!

AI-powered keyword optimization
Skills matching & gap analysis
Experience alignment suggestions

Check Your ATS Score for "Financial Planning & Analysis Analyst" , Salesforce

Find out how well your resume matches this job's requirements. Get comprehensive analysis including ATS compatibility, keyword matching, skill gaps, and personalized recommendations.

ATS compatibility check
Keyword optimization analysis
Skill matching & gap identification
Format & readability score

Tags & Categories

FinanceFinance

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