Financial Planning Jobs in Georgia

INTRODUCTION

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

ABOUT SALESFORCE

Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all. Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.

THE EXPERIENCE

We are looking for a high-impact Sr. Manager of Finance to join our Topline Data and Insights team. This individual will own the analytical workstreams that drive a consolidated view of company performance — partnering across Corporate Finance, Investor Relations, Product, and Go-To-Market (GTM) to surface insights that connect operational activity to financial outcomes. The role requires both the business acumen to engage credibly with senior stakeholders across functions and the technical depth to independently build the models and datasets that underpin the work.

WHAT YOU'LL ACTUALLY BE DOING

Topline Insights & Performance Analytics:

- Own the development and delivery of consolidated topline performance views that integrate signals across business segments, products, and geographies
- Proactively identify trends, headwinds, and tailwinds in company performance before they surface in standard reporting
- Build bespoke analytical frameworks and datasets - leveraging SQL, Python, and AI-assisted tools - to answer complex, multi-dimensional business questions
- Execute ad-hoc strategic deep-dives for senior leadership, with structured, well-documented outputs suited for executive audiences

Cross-Functional Partnership:

- Partner with Corporate Finance, Investor Relations (IR), Product Finance, and GTM teams to align on metric definitions, data sources, and analytical frameworks
- Serve as the analytical connective tissue across functions - ensuring a consistent, reconciled view of topline performance across all reporting contexts
- Synthesize findings and present analytical conclusions to senior stakeholders, translating quantitative outputs into clear business narratives
- Support IR and Corporate Finance & Strategy (F&S) with scenario modeling, growth decompositions, and earnings-cycle analytics

Reporting & Data Infrastructure:

- Maintain authoritative, source-of-truth datasets that serve as the trusted baseline for topline reporting across Corporate, IR, Product, and GTM
- Develop and maintain Tableau dashboards that enable self-service visibility into topline metrics for cross-functional partners
- Identify and drive automation of manual, repeatable reporting workflows using SQL, Python, and AI-enabled tooling to improve cycle time and analytical throughput

YOU'RE OUR PERSON IF...

- 8+ years of experience in FP&A, corporate finance, or strategic analytics
- Strong financial modeling and analytical skills, with experience building scenario models and multi-dimensional performance frameworks
- Advanced SQL proficiency and working knowledge of Python; experience with Snowflake, Tableau, or equivalent modern data stack tools
- Demonstrated ability to partner across functions (Finance, IR, Product, GTM) and communicate complex analytical findings to executive audiences
- Comfort leveraging AI tools (e.g., LLMs, copilots, automation platforms) to accelerate data preparation, pattern identification, and narrative development
- Exceptional attention to detail - comfortable owning analysis reviewed at the Board and investor level

EVEN BETTER IF...

- Experience in a SaaS or high-growth technology environment
- Deep familiarity with SaaS topline metrics (Annual Recurring Revenue (ARR), Bookings, Current Remaining Performance Obligation (CRPO), Attrition) and the operational drivers behind them

This role is hybrid and goes into the office 3 days per week.

ACCOMMODATIONS

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EEO STATEMENT

Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. 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. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. 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.