Salesforce · 4 hours ago
Sr. Analyst, Financial Planning & Analysis
Indianapolis, IN
Full-time
Hybrid
Mid, Senior Level
2+ years expSalesforce is the #1 AI CRM, focused on driving customer success through innovation and trust. They are seeking a Sr. Financial Analyst to support their M&A Finance team, playing a critical role in integrating newly acquired companies and ensuring alignment of financial management processes.
Agentic AIArtificial Intelligence (AI)Cloud ComputingCRMSaaSSales EnablementSoftware
Responsibilities
Build trusted relationships with key business partners across Finance, Corporate Development and cross-functional partners, establishing trust and gaining an understanding of relevant business financial drivers to inform annual planning and reporting process for M&A
Support the team in developing the annual business plan for Integration and quarterly forecast updates by providing required data trends, reports and insights for the various department’s functions and regions along with incorporating any new deal activity
Work cross-functionally with F&S, Technical Accounting and other business partners as necessary to ensure accurate GAAP Accounting expense treatment among other Accounting technicalities across M&A
Support ad-hoc diligence and integration requests driven by deal volume and various priorities
Provide timely communication to the leadership team of the acquired business and Salesforce executives on financial performance and key updates
Refine and execute on the M&A integration playbook, ensuring the financial management and processes of the acquired business are fully integrated into Salesforce’s core teams
Qualification
Required
Bachelor's degree (or its foreign degree equivalent) in Business or a related quantitative field or equivalent relevant experience required
2-3+ years of experience in finance, M&A integration, project management, consulting, or finance transformation projects
Exceptional problem-solving skills with the ability to structure complex problems, develop hypotheses, and present data-driven solutions
Demonstrated ability to lead cross-functional initiatives and manage complex, multi-team integrations
Ability to excel in ambiguous situations and thrive in a fast-paced, dynamic environment
Advanced Excel modeling skills
Strong storytelling abilities, with a knack for presenting complex information in a clear and compelling manner
Passion for process improvement and challenging the status quo
Highly motivated, self-aware, collaborative, and responsive
Proven ability to effectively collaborate and partner with cross-functional teams
Ability to adapt to change quickly as priorities may shift from deal to deal
Benefits
Time off programs
Medical
Dental
Vision
Mental health support
Paid parental leave
Life and disability insurance
401(k)
Employee stock purchasing program
Company
Salesforce
Salesforce is a cloud-based software company that provides customer relationship management software and applications.
10001+ employees
H1B Sponsorship
Salesforce has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1883)
2024 (2296)
2023 (1850)
2022 (2849)
2021 (2124)
2020 (1960)
Funding
Current Stage
Public CompanyTotal Funding
$65.38MKey Investors
Starboard ValueEmergence CapitalHalsey Minor
2022-10-18Post Ipo Equity
2004-06-23IPO
2003-01-01Series Unknown· $1M
Leadership Team
Arundhati Bhattacharya
Chairman & Ceo Salesforce India
Kendall Collins
CEO, GovCloud - Salesforce
Recent News
2026-01-25
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