Manager, M&A Financial Planning & Analysis

Salesforce

. Serve as a finance point of contact between Salesforce’s matrixed M&A organization and acquired businesses throughout the integration lifecycle .

Posted 11/5/2026full-timeAtlanta • Georgia • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in finance integration, project management, and cross-functional collaboration, with a strong focus on M&A processes and financial performance management. Proficient in advanced Excel modeling and effective communication with senior stakeholders.

Highest-signal resume keywords

Finance IntegrationProject ManagementM&A ProcessesAdvanced Excel ModelingCross-Functional Collaboration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

FinanceM&A IntegrationProject ManagementFinancial ManagementExcel ModelingProcess ImprovementData AnalysisFinancial Performance ReportingEnd-to-End Finance ProcessesQuantitative Analysis

Soft Skills

Problem-SolvingStorytellingCollaborationAdaptabilityMotivation

Tools & Technologies

Project Management Software

Industry Keywords

Mergers and AcquisitionsIntegration LifecycleCross-Functional InitiativesFinance TransformationCorporate Finance

About the role

Key responsibilities & impact

Serve as a finance point of contact between Salesforce’s matrixed M&A organization and acquired businesses throughout the integration lifecycle
Build trust with Salesforce internal partners and acquired-company Finance teams
Manage project execution across finance workstreams including tax, accounting, payroll, and treasury
Flag risks and issues to senior team members and cross-functional teams for resolution
Establish project management best practices across finance workstreams
Support and execute the FP&A integration workstream, transitioning FP&A people, processes, and technology into Salesforce’s corporate process
Bring the acquired company’s P&L into Salesforce’s corporate process
Provide timely financial-performance and integration updates to acquired-business leadership and Salesforce executives
Refine and execute the M&A integration playbook
Integrate acquired-business financial management and processes into Salesforce’s core teams

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, Accounting or a related quantitative field
At least 5+ 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 contribute within 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
Proven experience leading process improvements 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
Strong background in finance, with a strong understanding of financial management and operations
Exposure to mergers and acquisitions, ideally with some focus on the integration process
Familiarity with program management, including cross-functional coordination and driving delivery of project milestones
Understanding of end-to-end finance processes (Order-to-Cash, Procure-to-Pay, Record-to-Report)
Ability to communicate effectively with senior stakeholders, including presenting integration progress, risks and insights to steering committees

Benefits

Comp & perks

Time off programs
Medical insurance
Dental insurance
Vision insurance
Mental health support
Paid parental leave
Life insurance
Disability insurance
401(k)
Employee stock purchasing program
Incentive compensation may be available for certain roles
Equity may be available for certain roles