Manager, 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. 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 Finance & Strategy (F&S) team serves as a trusted adviser to the business to help guide decision-making through business partner support and innovative  and insightful analyses. We are looking for forward-thinking, results-oriented individuals that will succeed in a fast-paced environment and thrive in leading teams, and improve processes that will allow the company to scale with growth! Role Description: The Manager, Financial Planning & Analysis (FP&A) is a dedicated finance business partner embedded within the Customer Success organization. This role serves as the primary financial point of contact for the EVP of Customer Success Offers & Operations, providing strategic financial support, analysis, and decision-making partnership across a broad and dynamic scope. The Manager will also lead the financial integration of the Informatica Customer Success business, supporting its EVP leader as a dedicated FBP, while contributing to cross-CS initiatives that drive operational efficiency and business performance. Responsibilities: Finance Business Partnership Serve as the primary FBP for the EVP of Customer Success Offers & Operations, supporting financial planning, forecasting, and performance tracking across their org Prepare and deliver financial analyses, scenario modeling, and insights to support executive-level decision-making Partner closely with the EVP's leadership team to identify risks, opportunities, and trade-offs across headcount, program spend, and operational investments Informatica CS Integration Act as the dedicated finance business partner for the Informatica Customer Success org and its EVP leader, who oversees all Informatica CS functions post-acquisition Support the financial integration of Informatica CS into Salesforce's CS reporting framework, including expense forecasting, headcount mapping, and alignment with CS M&A on org structure and P&L rollup Build and maintain expense models for the Informatica CS team, partnering with transitional finance resources to ensure continuity and knowledge transfer Serve as the single point of contact on the CS F&S team for all Informatica-related finance inquiries, working cross-functionally with CS M&A, Corporate Finance, and Product Finance as needed Cross-CS Initiatives & Ad Hoc Support Support OU-level P&L reporting and analysis, helping to surface insights across Customer Success operating units Contribute to cross-CS efficiency initiatives, including location strategy analysis, and margin improvement efforts Manage and tr ... (truncated, view full listing at source)