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Job Category
Finance
Job Details
About Salesforce
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We are the Data, Analytics & Reporting team for the Revenue Operations (RevOps) organization. The core competency of Revenue Operations is managing Salesforce’s Quote-to-Cash (Q2C) process. Our team mainly supports the Credit & Collections (also known as AR Operations) function in Revenue Operations, which consists of the Collections, Credit, Bad Debt, Cash Application, Customer Service, AR Technology, and AR Operational Excellence teams. Our mission is to deliver Business Intelligence and Data Solutions with speed, scale, and control while providing fuel for Salesforce's tremendous growth trajectory. We create accurate, timely and clear “data stories” and innovative solutions that deliver scale, efficiency and effectiveness for the operations supporting Salesforce's QTC and Operating Cash Flow (OCF). This role is hybrid and meets in the office 3 days a week.
The Role:
The Financial Reporting Analyst/ Sr. Analyst will support budget and headcount management, cost and scale analysis, and long-range planning for the entire Revenue Operations function. Additionally, the role will be providing Business Intelligence and Analytics Solutions to the Risk & Recovery team (Credit & Bad Debt). Most importantly the role will drive the transformation of our legacy Financial Planning data processes as well as the development of our related business intelligence application suite in Tableau. The candidate is expected to be data-savvy with a strong interest in both Finance and BI solutions. The candidate must demonstrate initiative, ownership, and passion, as well as excellent management, teamwork, and problem-solving skills. This position helps drive continuous improvement with a focus on process scalability and maturity. The ideal candidate is someone who is flexible, change and meticulous, a problem solver who possesses strong execution skills, and is comfortable with a fluid mix of projects and activities that change with the pace and priorities of the organization.
You will be responsible for delivering a core portfolio of KPIs, building and maintaining a 3-5 year LRP, and managing a portfolio of data pipelines and Tableau dashboards. You will also contribute to setting the vision for and delivering the future of integrated Financial Planning at Salesforce. You will work on exciting and meaningful projects that impact all functions of our business. As a member of our team, you will constantly be learning, given executive exposure, and be encouraged to leverage and implement the latest Salesforce products and technologies. In addition, you will often be asked to tackle ad hoc/unstructured problems and partner with team members across the company to present proposals to key partners and senior-level leaders for consensus.
Responsibilities:
- Generate Monthly, Quarterly, and Yearly financial & business KPIs
- Manage headcount and hiring in partnership with Finance & Strategy, Office of the CFO, and Recruiting team
- Build, maintain & manage Long Range Plan in conjunction with Operations Leads and Finance & Strategy partners
- Drive, create and consult annual fiscal budget planning process on behalf of the Revenue Operations Executive Leadership and in partnership with Finance & Strategy team
- Manage the operational strategic workforce plan and budget for the operations team, including forecasting and analyzing growth trends
- Provide key BI support and ad-hoc analysis to help business leaders to understand their business, and provide guidance on areas of improvement and areas to focus to meet performance measurements
- Drive transformation of current SOX and Financial Planning processes out of excel into fully integrated BI applications
- Build and provide ROI reporting in support of programs, projects & pilots
- Explore new Salesforce products and innovative solutions
- Create C-level and EVP-level presentations
- Build a network of relationships with people in different areas of the organization in order to gain consensus for an idea that you champion
- Become a master of your data universe; maintain data quality and validity
Required Skills and Experience:
- 2+ years of experience in an FP&A, Finance & Strategy, Accounting, Operations or Business Consulting
- Strong proficiency in excel
- Experience with data visualization tools like Tableau and Tableau CRM
- Experience building models for Long-Range Planning or headcount growth
- Demonstrated ability and passion for dissecting/solving problems with a fact-based, data-driven, meticulous, and creative approach
- Communicates in a clear, concise, and timely manner and operates effectively as a great teammate
- Manages multiple tasks, high visibility projects, and timelines with a sense of urgency, ownership, and within the time line.
- Self-directed/driven and resourceful with excellent organizational skills
- Experience presenting to senior-level leadership or other decision-makers to present and sell ideas to various audiences (technical and non-technical)
- Experience with enterprise software systems: Oracle, Concur, Workday, Salesforce, Coupa, etc
- Experience with data management tools/languages: SQL, Python, Tableau Prep, Alteryx a plus
- Experience with process optimization, transformation, or automation a plus
- Familiarity with Sarbanes Oxley, previous experience as a SOX control owner a plus
- Familiarity with ASC 606 a plus
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