Salesforce · 3 weeks ago
Financial Analyst
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. The Financial Analyst role will support the global Real Estate and Workplace Services team through financial planning, forecasting, management reporting, and decision support for the Real Estate leadership team.
Agentic AIArtificial Intelligence (AI)Cloud ComputingCRMSaaSSales EnablementSoftware
Responsibilities
Build trusted relationships with business partners to support strategic decision-making through insightful, thoughtful analysis that is deeply grounded in data and metrics
Support consolidated close and forecasts (monthly and quarterly forecasts; annual plan) and prepare monthly and quarterly management reporting, analyzing financial results and distilling key trends
Work cross functionally with Finance & Strategy, Accounting, Real Estate Operations, and other business partners as necessary, to ensure alignment and expense accuracy
Assist in analysis and presentation of strategic materials for key management meetings
Continue to drive process improvement and scalability by developing repeatable business, operational and financial processes widely understood by all key stakeholders
Ad-hoc reporting and analysis as needed
Qualification
Required
Degree or equivalent relevant experience required. Experience will be evaluated based on the Values & Behaviors for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
A minimum of 2 years of relevant experience in finance, consulting, or analytic roles
Experience building financial and decision support models, along with strong analytical and problem-solving skills
Ability to multi-task and prioritize effectively in a fast-paced, quickly changing environment
Excellent communication skills (written and verbal)
Intellectual curiosity, fueled by a proactive approach to continuously expand one's skillset
Highly motivated, self-aware, collaborative, and responsive
Preferred
Experience with the following systems: Hyperion, Oracle, Tableau, Business Objects, or other BI tools is a plus
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.
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
Recent News
2026-01-08
Company data provided by crunchbase