Senior Director, Financial Planning & Analysis

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 About Salesforce Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action.

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We are looking for a high-impact Sr. Director of Finance to join our Corporate FP&A team , with a focus on enterprise-level financial modeling , scenario planning, and long-range forecasting. This individual will lead a high performing team to drive the company’s medium and long range financial planning process and shape how we analyze, and communicate the financial outlook of the company to senior leadership, the Board, and external stakeholders.

As a strategic thinker with strong technical acumen, this leader will develop and manage models that serve as the backbone for enterprise planning and business decision-making. This is a highly visible role with frequent interaction across the finance leadership team, investor relations, and corporate strategy. Responsibilities: Enterprise Modeling & Scenario Planning Lead development and maintenance of comprehensive, multi-year financial models that reflect Salesforce’s business structure, growth drivers, and cost dynamics.

Drive scenario planning and sensitivity analysis to assess trade-offs under varying business conditions, economic environments, or strategic choices. Translate complex inputs into clear outputs for use in executive decision-making, long-range planning, capital allocation, and investor discussions. Company-Level Financial Planning Partner with Finance Business Partners, Accounting, and Treasury to consolidate forecasts and ensure accuracy, consistency, and completeness of company-level outlooks.

Support quarterly forecast cycles, annual planning, and long-range outlooks by providing frameworks and models that enable data-driven insights. Help build the bridge between financial modeling and external guidance, partnering closely with Investor Relations. Decision Support & Business Insight Provide analytical support to the CFO, COFO, and senior leadership team to evaluate performance and inform strategic decisions.

Identify and communicate key financial trends, operational drivers, and risks/opportunities to executives and cross-functional partners. Contribute to financial presentations, board materials, and earnings preparation with scenario analysis and modeling inputs. Lead total company FX reporting and analysis including providing regular updates to the CFO on FX rate movements and the impact on total company revenue, expense, and margin.

Systems & Automation Improve modeling infrastructure, processes, and tools to enhance accuracy, transparency, and scalability. Build expertise on Salesforce’s financial system and partner with F&S business partners and IT on system tactics to execute on annual Plan and quarterly Outlooks. Collaborate with the Finance Systems team to build new capabilities into planning platforms and reporting systems.

Required Qualifications: 10+ years of progressive experience in corporate finance, strategic FP&A, or investment banking with a strong modeling focus Advanced modeling skills, with a deep understanding of software economics and experience forecasting revenue, margin, and cash flow in a complex business. Experience leading and developing high performing teams Track record of optimizing financial processes for efficiency and accuracy Strong business acumen and analytical capabilities — able to connect financial models to real-world business dynamics. Demonstrated experience supporting public company planning cycles, long-range forecasts, and senior executive deliverables.

Excellent communication skills, with the ability to distill complex analysis into executive-ready insights under tight deadlines. Bachelor's degree in Finance, Economics, Business, or a quantitative field required; MBA or CFA preferred 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.) This role is hybrid and goes into the office 3 days per week. 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. Accommodations If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form .

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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.

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The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education. In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits.

Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records. At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $181,700 - $304,700 annually.

In select cities within the San Francisco and New York City metropolitan area, the base salary range for this role is $218,100 - $332,600 annually. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.