Manager, Financial Planning & Analysis - COFO

Finance & Strategy Manager

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 informative 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!

Lead consolidations, forecasting coordination, and finance operations across Chief Operation & Financial Officer (COFO) (COO + CFO organization) while driving process standardization, reporting transformation, and operational improvements that enhance decision-making, scalability, and execution across the organization.

In this role, the Manager will bring together expertise in Finance processes and a deep understanding of both businesses to establish best practices for the team. This role serves as a central connector across Finance, partnering closely with Corporate Finance, business stakeholders, and systems teams to drive alignment and ensure accurate and timely financial deliverables while continuously identifying opportunities to improve processes, reporting, and operational effectiveness.

The role requires a combination of strong financial acumen, systems and data proficiency, operational leadership, intellectual curiosity, and the ability to translate ambiguity into practical, scalable solutions.

• Lead consolidations activities across close and forecast cycles for COFO, partnering closely with Corporate Finance to ensure accurate, timely, and consistent financial reporting and forecasting
• Own and coordinate the headcount forecasting process across COFO functions, including alignment across finance business partners and enterprise systems, along with heavy data manipulation, reconciliation and utilization of AI tools.
• Partner cross-functionally across Finance to standardize forecasting methodologies, reporting processes, and planning practices while ensuring alignment and execution of time-sensitive deliverables across COFO teams
• Develop executive-level reporting and insights that improve visibility into business performance and support decision-making for senior leadership, including to our COFO
• Lead strategic initiatives focused on process improvement, operational scalability, reporting transformation, and workflow automation through the application of AI and advanced data technologies
• Lead COFO representation in cross-functional forums like the Finance Data Office and the AI Council.
• Proactively identify operational gaps, inefficiencies, and emerging business needs through curiosity-driven analysis, then translate findings into practical, scalable solutions that improve organizational effectiveness
• Independently structure and execute complex analytical requests, including gathering and validating data, developing models, synthesizing insights, and presenting clear recommendations to leadership stakeholders
• Cultivate influence through a collaborative leadership style, using judgment to lead, challenge, or support teams as needed to achieve desired outcomes

• BA/BS degree /equivalent experience and minimum of 5+ years FP&A or relevant work experience. Experience will be evaluated based on the Core Competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
• Strong executive communication skills with the ability to simplify complex topics into clear insights and…