Manager, Financial Planning – Analysis

Role Overview

• 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
• 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
• 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 track Program Spend and T&E budgets across CS functions, ensuring alignment to approved plans and identifying favorability or risk
• Support NNAOV reporting and analysis
• helping to connect CS financial performance to the organization's key growth metric
• Provide ad hoc financial support to the broader CS F&S team on special projects, business reviews, and executive presentations as needed

Requirements

• Bachelor’s degree in Finance, Economics or other relevant discipline or equivalent experience
• 4–6 years of FP&A or finance business partnering experience, preferably in a large-scale technology or SaaS company
• Solid financial modeling skills, including headcount planning, expense forecasting, and budget management
• Experience supporting executive-level business partners with strong communication skills and ability to translate financial data into clear, business-relevant narratives
• Familiarity with financial planning tools (e.g., Adaptive Insights/Workday Adaptive Planning) and proficiency in Excel/Google Sheets
• Ability to manage multiple priorities simultaneously in a fast-paced, matrixed environment
• Comfort navigating ambiguity
• particularly in integration or transition contexts where processes and org structures are still evolving
• Strong cross-functional collaboration skills, with experience working across Finance, People, Strategy, and business operations teams
• Understanding of P&L drivers in a cloud/SaaS environment, including revenue allocation, cost management, and margin analysis
• Highly motivated, proactive, self-aware, collaborative, flexible, responsive

Tech Stack

• Cloud
• Informatica

Benefits

• time off programs
• medical
• dental
• vision
• mental health support
• paid parental leave
• life and disability insurance
• 401(k)
• employee stock purchasing program