Manager, M&A Financial Planning & Analysis

Momentum; Indianapolis (IN); On-site; USD 110,000 - 170,000; Full time

Job summary

Salesforce is seeking a finance professional to drive the M&A integration for acquired companies, guiding operational integration, aligning financial processes, and maximizing value. You will collaborate with internal partners and the acquired company’s Finance teams, ensuring timely integration across tax, accounting, payroll, and treasury while communicating performance updates to executives.

The role emphasizes project management, data-driven decision making, and the ability to navigate

Qualifications

• Bachelor’s degree in Business, Finance, Accounting or related field.
• 5+ years in finance, M&A integration, consulting, PM, or finance transformation.
• Strong problem-solving and data-driven solution ability.
• Experience leading cross-functional integrations and managing multiple teams.
• Advanced Excel modeling and project management software skills.

Responsibilities

• Serve as a finance point of contact between Salesforce’s M&A organization and acquired businesses.
• Manage project execution across finance workstreams (tax, accounting, payroll, treasury).
• Establish project management best practices across finance workstreams.
• Support and execute the FP&A integration workstream for the acquired company.
• Provide timely communication to leadership on financial performance and integration updates.
• Refine and execute the M&A integration playbook to fully integrate the acquired business.

Skills

Advanced Excel modeling

Cross-functional collaboration

Problem solving

M&A integration

Data storytelling

Project management software

Education

Bachelor’s degree in Business/Finance/Accounting

Tools

Project management software

Job description

What You'll Be Doing & Why It Matters

As a key contributor within the Mergers & Acquisitions (M&A) Finance team, you will play a pivotal role in the integration of newly acquired companies into Salesforce. You will be a 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 and thrive in a dynamic, fast-paced environment,

Core Responsibilities & Scope

• Serve as a finance point of contact between Salesforce’s matrixed M&A organization and the acquired businesses, building trust with internal partners (e.g., the Salesforce Corporate Development Integration team) and external partners (e.g., the acquired company’s Finance team) throughout the integration lifecycle.
• Manage project execution across finance workstreams (e.g., tax, accounting, payroll, treasury) to support smooth and timely integration of financial operations, and flag risks and issues to senior team members and the cross-functional team for resolution.
• Establish project management best practices across finance workstreams (e.g., tax, accounting, payroll, treasury) while identifying and raising key risks to the cross-functional team to ensure proactive resolution.
• Support and execute the FP&A integration workstream for the acquired company, helping transition FP&A people, process, and technology and bring the P&L into Salesforce’s 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.
• 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.

Preferred Qualifications

• Finance Experience: strong background in finance, with a strong understanding of financial management and operations.
• M&A Experience: exposure to mergers and acquisitions, ideally with some focus on the integration process.
• Program Management Experience: 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) to be able to identify integration gaps.
• Executive-Level Communication: ability to communicate effectively with senior stakeholders including presenting integration progress, risks and insights to steering committees.