Description
Overview of the Role
The Finance & Strategy team is the global champion for smart growth & operational alignment - delivering financial predictability & control, business accountability, insight to optimize decisions and resources, and shareholder success. We serve as a trusted advisor to the business to help inform and guide decision making through business partner support and innovative and insightful analyses. We are looking for bright, goal oriented individuals that will succeed in a fast-paced environment and thrive in building and improving process that will allow the company to scale with growth.
As the acquisition integration lead for the M&A Finance team, you will play a pivotal role in the integration of newly acquired companies into Salesforce. You will be a key partner in guiding our acquired businesses through the operational integration journey, ensuring the alignment of financial management and processes, and maximizing value to accelerate growth. By representing the finance team throughout the M&A integration life cycle, you will act as a trusted advisor, advocating for the interests of both Salesforce and the acquired companies. If you are driven, have a passion for finance and M&A integration and thrive in a dynamic, fast-paced environment, we encourage you to apply and join our team in shaping the future of Salesforce’s M&A integration efforts.
Responsibilities
Serve as the liaison between Salesforce’s matrixed M&A organization and the acquired businesses, representing the voice of Finance to foster growth and build trust across both internal (e.g., Salesforce Corporate Development Integration team) and external partners (e.g., acquired company Finance team) during integration.
Lead project management effort across various finance workstreams (e.g., tax, accounting, payroll, treasury) to ensure smooth and timely integration of financial operations while identifying and raising key risks to the cross-functional team to ensure proactive resolution.
Own the FP&A integration workstream for acquired company focused on transitioning the FP&A people, process and technology. Work with acquired company to successfully bring P&L into Salesforce corporate process.
Provide timely communication to the leadership team of the acquired business and Salesforce executives on financial performance and key integration updates.
Refine and execute on the M&A integration playbook, ensuring the financial management and processes of the acquired business are fully integrated into Salesforce’s core teams.
Minimum Requirements
Bachelor’s degree in Business, Finance, Accounting or a related quantitative field or equivalent relevant experience required. Experience will be evaluated based on the Core Competencies for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.).
At least 8+ years of experience in finance, M&A integration, consulting, project management, or finance transformation projects.
Exceptional problem-solving skills with the ability to structure complex problems, develop hypotheses, and present data-driven solutions.
Demonstrated ability to lead cross-functional initiatives and manage complex, multi-team integrations.
Ability to excel in ambiguous situations and thrive in a fast-paced, dynamic environment.
Advanced Excel modeling skills.
Advanced project management software skills
Strong storytelling abilities, with a knack for presenting complex information in a clear and compelling manner.
Passion for process improvement and challenging the status quo.
Highly motivated, self-aware, collaborative, and responsive
Proven ability to effectively collaborate and partner with cross-functional teams.
Ability to adapt to change quickly as priorities may shift from deal to deal.
Preferred Requirements
Finance Experience: strong background in finance, with a strong understanding of financial management and operations.
M&A Experience: Prior experience in mergers and acquisitions, with a focus on the integration process.
Program Management Experience: familiarity with program management, including cross-functional team coordination and driving delivery of project milestones.
Understanding of end-to-end finance processes (Order-to-Cash, Procure-to-Pay, Record-to-Report) to be able to identify integration gaps.
Executive-Level Communication: ability to communicate effectively with senior leadership including presenting integration progress, risks and insights to steering committees.
This role is hybrid and goes into the office 3 days per week.