Director, Product 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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Overview of the Role 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 forward-thinking, results-oriented individuals that will succeed in a fast-paced environment! Within the F&S organization, this position will serve as the finance business partner to one of our Cloud Product and Engineering teams.

This Director will partner directly with the General Manager and play a key role in scaling the business successfully. The position will maintain financial control while guiding strategies to accelerate growth and optimize our Product portfolio. This role will also work cross-functionally within Finance, bringing the right experts together to maximize the impact the Finance Organization across the enterprise.

This role requires a highly collaborative, strategic finance leader with deep analytical capabilities, executive communication skills and sound judgment. Responsibilities Primary finance business partner to a Product GM and/or EVP of Engineering Work with product and technology leaders to establish the financial goals and measure progress throughout the year, highlighting finance recommendations on course of action, including providing a decision framework for optimizing resource allocations in a fast-paced environment Partners with leaders across the company, establishing trust and gaining an understanding of relevant drivers and key economic metrics (e.g., price and quantity contribution to revenue, cost to serve, and margin expansion) Develop framework for effective resource management, ROI analysis and business recommendations on strategic investments and their impact on growth drivers and margin expansion Help develop product long range plan (LRP) framework, evaluate performance against the plan and ensure product road map is aligned across other departments' plans Partner closely with Strategy and Pricing teams to define monetization strategies and insights, including future AI roadmap opportunities Manage annual planning and budgeting processes and collaborate cross-functionally to ensure strategic alignment across the company Prepare and present high-quality executive presentations for product and engineering leadership Required Qualifications Bachelor's degree in Finance, Economics, Business, or other relevant discipline or equivalent relevant experience required. MBA or equivalent experience preferred.

Experience will be evaluated based on the Core Competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.). MBA preferred A minimum of 10 years of relevant experience in finance, consulting, or analytics Exceptional relationship-building skills demonstrated by ability to grow and nurture relationships with internal stakeholders Demonstrated success in driving both strategic and operational activities Proven skill in managing multiple stakeholders and leading cross-functional initiatives Exceptional analytical and problem-solving skills, successfully applying this skill set to the business context Extensive financial modeling experience, including scenario planning, ROI analysis, and cost-benefit analysis Experience with financial systems and data visualization tools (e.g., Tableau, Hyperion, or similar) Compelling storyteller with the ability to synthesize complex financial and strategic data into clear, compelling narratives for senior leadership This role is hybrid and goes into the office 3 days per week.

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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 . Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process.

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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.