Manager, M&A 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. 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.

What You'll Be Doing & Why It Matters
As a key contributor within the Mergers & Acquisitions (M&A) Finance team, you will play a pivotal role in the integration of newly acquired companies into Salesforce. You will be a partner in guiding our acquired businesses through the operational integration journey, ensuring the alignment of financial management and processes, and maximizing value to accelerate growth. By representing the finance team throughout the M&A integration life cycle, you will act as a trusted advisor, advocating for the interests of both Salesforce and the acquired companies.  If you are driven, have a passion for finance and M&A and thrive in a dynamic, fast-paced environment, we encourage you to apply and join our team in shaping the future of Salesforce’s M&A integration efforts.

Core Responsibilities & Scope

• Serve as a finance point of contact between Salesforce’s matrixed M&A organization and the acquired businesses, building trust with internal partners (e.g., the Salesforce Corporate Development Integration team) and external partners (e.g., the acquired company’s Finance team) throughout the integration lifecycle.
• Manage project execution across finance workstreams (e.g., tax, accounting, payroll, treasury) to support smooth and timely integration of financial operations, and flag risks and issues to senior team members and the cross-functional team for resolution.
• Establish project management best practices across finance workstreams (e.g., tax, accounting, payroll, treasury) while identifying and raising key risks to the cross-functional team to ensure proactive resolution.
• Support and execute the FP&A integration workstream for the acquired company, helping transition FP&A people, process, and technology and bring the P&L into Salesforce’s corporate process.
• Provide timely communication to the leadership team of the acquired business and Salesforce executives on financial performance and key integration 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.

Minimum Requirements

• Bachelor’s degree in Business, Finance, Accounting or a related quantitative field.
• At least 5+ years of experience in finance, M&A integration, consulting, project management, 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 contribute within 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.
• Advanced project management software skills
• Strong storytelling abilities, with a knack for presenting complex information in a clear and compelling manner.
• Proven experience leading process improvements 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.

Preferred Qualifications

• Finance Experience: strong background in finance, with a strong understanding of financial management and operations.
• M&A Experience:  exposure to mergers and acquisitions, ideally with some focus on the integration process.
• Program Management Experience:  familiarity with program management, including cross-functional coordination and driving delivery of project milestones.
• Understanding of end-to-end finance processes (Order-to-Cash, Procure-to-Pay, Record-to-Report) to be able to identify integration gaps.
• Executive-Level Communication: ability to communicate effectively with senior stakeholders including presenting integration progress, risks and insights to steering committees.

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. 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. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.

Posting 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.