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Financial Planning & Analysis Analyst -Data SME
Financial Planning & Analysis Analyst -Data SME-September 2024
Atlanta
Sep 21, 2024
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About Financial Planning & Analysis Analyst -Data SME

  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

  We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too - driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good - you've come to the right place.

  About Salesforce:

  We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too - driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good - you've come to the right place.

  About this position:

  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, driven 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!

  The F&S Data team is seeking a highly skilled and detail-oriented professional to join our team. In this role, you will play a critical role in supporting the team's end to end monthly data refresh process and maintaining robust process governance frameworks, policies, and procedures to ensure the integrity, quality, and security of our organization's data assets. The ideal candidate possesses a strong analytical mindset, proficiency in data manipulation and visualization, and a passion for uncovering meaningful trends and patterns within complex datasets. They should also have deep understanding of data management principles, excellent communication skills, and a passion for promoting a culture of data stewardship and accountability. The candidate will also play a vital role in large transformational data projects within Salesforce's finance organization, necessitating a solid understanding of finance operations and their underlying principles. The role would serve as a Data SME to certain F&S functions and is integral to Salesforce's pursuit of excellence in finance, emphasizing both technical capability and a strategic understanding of business processes.

  Responsibilities:

  Intake business changes to metadata and mapping required in order to achieve business needs.Able to understand and translate business requirements into effective data mapping solutions. A clear understanding of the business processes and data dependencies is crucial. Collaborate with partners to define data quality standards and metrics, and establish mechanisms for ongoing monitoring and improvement. Serve as the Data SME for Customer Success and Corporate Revenue teams and Maintain data mapping files to support these functions. Play a key role on various, data-related, large-scale transformation projects (e.g. Cloud ERP system transition, chart of accounts consolidation/rationalization, centralizing mapping within CFO organization, etc.) Analyze large datasets and extract actionable insights. Interpret data trends, patterns, and anomalies to provide valuable business intelligence.Clean, preprocess, and transform raw data into a usable format. Ensure data quality and accuracy, resolving discrepancies as needed.Support weekly, monthly and quarterly audit checks to ensure data mapping files are aligned to the Corporate functional targets.Generate regular and ad-hoc reports to support decision-making processes. Collaborate with partners to understand reporting requirements and deliver insights in a timely manner.Provide support to develop communication strategies to raise awareness of data governance initiatives within F&S. Deliver training and support to partners to enhance their understanding of data governance principles and practices. Lead creative ideas for improving current processes; build automations as needed or partner with other technical teams to provide requirements.Effectively partner with other governing bodies across Salesforce to ensure policies / processes are aligned.Drive resolution where business requests are in direct violation of our governances / processes.Familiar with creating visualizations and dashboards to communicate complex data insights to non-technical partners. Use tools like Tableau or others to present information in a clear and accessible manner. Prior knowledge and/or experience with Tableau would be a bonus.Use MS Excel, Hyperion Essbase, Tableau and other financial systems and tools to locate, extract, manipulate, and analyze data. Develop an in-depth understanding of the Finance & Strategy (F&S) organization, it's financial processes, and how it's operations are ultimately reflected in the Chart of Accounts (COA) and Business dimensions.

  Minimum Requirements

  Degree or equivalent relevant experience required. Experience will be evaluated based on theValues & Behaviors for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)2-3+ years work experience in FP&A, Accounting, Consulting, Operations, or Data preferably at a public company with experience in data analytics, curation and validationAbility to manage multiple projects and processes in a fast paced, dynamic environment with competing prioritiesExperience with multi-dimensional databases, e.g. Hyperion, Workday or other financial systemsMedium to advanced skills in ExcelStellar problem-solving skillsExcellent verbal and written communication skills. Ability to communicate effectively with different levels of management, business partners, and technical communitiesHighly motivated, proactive, self-aware, collaborative, flexible, responsive, positive and fun

  Nice to Have Skills/Experience:

  Proven process-improvement track recordExperience with reporting and analytics applications is a plus, e.g. Business Objects, Tableau, Salesforce AnalyticsExperience and comfort with data analysis languages e.g. SQL, Python, R is a plus

  Accommodations

  If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.

  Posting Statement

  At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at www.equality.com and explore our company benefits at www.salesforcebenefits.com.

  Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce.

  Salesforce welcomes all.

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