Lead development and maintenance of comprehensive, multi-year financial models that reflect Salesforce’s business structure, growth drivers, and cost dynamics.
Drive scenario planning and sensitivity analysis to assess trade-offs under varying business conditions, economic environments, or strategic choices.
Translate complex inputs into clear outputs for use in executive decision-making, long-range planning, capital allocation, and investor discussions.
Partner with Finance Business Partners, Accounting, and Treasury to consolidate forecasts and ensure accuracy, consistency, and completeness of company-level outlooks.
Support quarterly forecast cycles, annual planning, and long-range outlooks by providing frameworks and models that enable data-driven insights.
Provide analytical support to the CFO, COFO, and senior leadership team to evaluate performance and inform strategic decisions.
Identify and communicate key financial trends, operational drivers, and risks/opportunities to executives and cross-functional partners.
Improve modeling infrastructure, processes, and tools to enhance accuracy, transparency, and scalability.
Collaborate with the Finance Systems team to build new capabilities into planning platforms and reporting systems.

10+ years of progressive experience in corporate finance, strategic FP&A, or investment banking with a strong modeling focus
Advanced modeling skills, with a deep understanding of software economics and experience forecasting revenue, margin, and cash flow in a complex business.
Experience leading and developing high performing teams
Track record of optimizing financial processes for efficiency and accuracy
Strong business acumen and analytical capabilities
Demonstrated experience supporting public company planning cycles, long-range forecasts, and senior executive deliverables.
Excellent communication skills, with the ability to distill complex analysis into executive-ready insights under tight deadlines.
Bachelor's degree in Finance, Economics, Business, or a quantitative field required; MBA or CFA preferred or equivalent relevant experience required.

Senior Director, Financial Planning & Analysis

Key skills