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Job Category

Customer Success

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.

The Finance Business Advisor (Project Controller) is responsible for providing strategic financial oversight and project control for key business initiatives. This role involves budgeting, forecasting, financial analysis, and performance supervising to ensure that projects stay on track financially and operationally. You will act as a liaison between leadership and project teams, offering insights and mentorship to drive decision-making and deliver financial outcomes aligned with the organization’s objectives.

Key Responsibilities:
Project Financial Management:

• Coordinate project financials from initiation to closure, ensuring accuracy in budgeting, forecasting, and financial reporting.

• Track and analyze project costs, revenue recognition, and cash flow to ensure alignment with financial goals.

• Prepare and review project financial performance reports on a weekly basis

2. Budgeting & Forecasting:

• Develop detailed financial plans and budgets for new and ongoing projects.

• Support the business in setting realistic financial targets and provide regular updates on budget variances.

• Conduct re-forecasts and scenario analyses to assess project risk and recommend corrective actions.

3. Cost Control & Efficiency:

• Implement cost control measures to improve profitability and resource utilization.

• Identify areas of financial inefficiency and collaborate with project teams to optimize operational performance.

• Ensure adherence to financial policies, procedures, and project governance standards.

4. Customer Communication:

• Serve as the primary financial advisor for project managers and other customers, providing financial insights and recommendations.

• Prepare and present financial reports, forecasts, and recommendations to senior leadership and project sponsors.

• Collaborate with cross-functional teams to ensure financial clarity and accountability.

5. Risk Management & Compliance:

• Identify financial risks related to project delivery and propose mitigation strategies.

• Ensure compliance with corporate financial policies, regulatory requirements, and internal controls.

• Support audits and financial reviews related to project finances.

6. Financial Analysis & Reporting:

• Analyze financial performance data to identify trends, variances, and potential risks or opportunities.

• Prepare ad-hoc financial analyses and reports for management decision-making.

• Maintain and improve financial models to support project evaluation and performance tracking.

Qualifications:

• Bachelor’s degree or equivalent experience in Finance, Accounting, Business, or a related field

• Professional certifications (e.g., CPA, CMA, CFA) are an advantage.

• 3+ years of experience in finance or project controlling, ideally in a project-driven environment.

• Solid understanding of financial planning, budgeting, and forecasting methodologies.

• Proficiency in financial modeling, and advanced Excel skills.

• Experience in cost control and project management in a consulting environment

• Excellent communication and customer management skills.

• Strong analytical attitude with the ability to interpret financial data and drive strategic decisions.

Qualification for this job is contingent upon acceptable results from a background investigation as well as your obtaining and maintaining the specific level of U.S. Government security clearance that may be required for this role. U.S. citizenship (U.S. born or naturalized) required.

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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.

For Washington-based roles, the base salary hiring range for this position is $100,100 to $137,600.

Compensation offered will be determined by factors such as location, level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, benefits. More details about our company benefits can be found at the following link: https://www.salesforcebenefits.com.