Manager, Finance Transformation and Cloud ERP - Q2C/Indirect Tax

Posted:
5/15/2024, 5:00:00 PM

Location(s):
Atlanta, Georgia, United States ⋅ Indianapolis, Indiana, United States ⋅ Indiana, United States ⋅ Georgia, United States

Experience Level(s):
Mid Level ⋅ Senior

Field(s):
Sales & Account Management

Workplace Type:
Remote

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.

The Finance Transformation and Cloud ERP team is seeking a hard-working, creative professional to join the Cloud ERP Initiative, focused primarily on the Quote to Cash & Indirect Tax area. The Finance Transformation and Cloud ERP team is embedded within our Controllership organization that represents all collaborators across Finance on our transformation journey. This transformation includes the implementation of Workday Financials and the implementation of a new indirect tax engine for revenue and spending. This team directly supports Method #3 of our Corporate Strategy to build streamlined, automated, resourceful, and efficient processes with modern technology.

Your Impact: As a member of the Quote to Cash & Indirect Tax value stream,

  • This position will work in a fast-paced, high-growth environment with aggressive timelines and competing priorities.
  • The candidate must have a solid foundation and understanding of global and localized Billing, Credit, Collections, and Cash Applications processes, including Compliance and Data requirements and government e-Invoicing.
  • Clear understanding of tax processes for Quote to Cash (Q2C) & Source to Pay (S2P) function focused around Tax Compliance Requirements, including withholding and e-Invoicing. Clear understanding of Revenue (Order to Cash) Tax, a plus.
  • Additionally, the candidate should have a sound understanding of business impacts on upstream and downstream functions like Sales, Accounting, and Reporting.
  • This position will require creativity and critical thinking to challenge the status quo to envision “the art of the possible” through out-of-the-box functionality within the Salesforce, Indirect Tax Engine, and Workday ecosystem as we drive toward our goals of simplified technology architecture and reduced manual controls.
  • The position will work across functional teams to identify dependencies and bring attention to risks associated with the work of other functional teams.
  • Business partnerships and communication will be critical across the Sales, Tax, Controllership, Revenue Operations, IT, and SOX/Compliance organizations.
  • The position will also work with external business integrators and systems integrators within the Quote to Cash and Indirect Tax workstreams.


This position will report to the Director, Finance Transformation and Cloud ERP overseeing the Quote to Cash & Indirect Tax workstream for the overall Cloud ERP initiative.


Responsibilities:

  • Coordinates timing of process owner testing efforts and implements unit testing and end-to-end testing including test scenario creation. Provides support for user acceptance testing
  • Coordinates and collaborates with business partners across Sales, Tax, Revenue (Order to Cash), Accounting, SOX/Compliance, Business Technology, and Integration partner teams to meet business needs
  • Represents the business point of view when designing and collaborating with a business integrator, system integrator, and business technology team
  • Work with various business advisors to assist in delivering world-class solutions that are highly scalable, secure, and flexible
  • Develop “to be” processes considering Salesforce, Tax Engine, and Workday out-of-the-box functionality. Provide recommendations and follow through with communication and implementation of new processes.
  • Provide critical input and insight for Q2C/IDT based on process knowledge and future state vision
  • Identify and prioritize Q2C/IDT use cases
  • Influences decision-making and outcomes to improve business value
  • Communicates and raises blockers in a timely manner and proposes possible remedies to overcome
  • Communicate the status of the project to cross-functional team members and management
  • Participate in internal process improvement initiatives to improve reporting, analytical tools, and technical aspects of business procedures and practices
  • Ensure operational risks are mitigated in process design
  • Design, document and implement controls associated with the business processes in order to improve our SOX environment
  • Provide input and collaborate with our Change Management team to capture changes and impacts to respective partner groups



Experience/Skills Required:

  • Ability to work with remote management and business partners
  • Degree or equivalent relevant experience required. Experience will be evaluated based on the Values & Behaviors for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
  • 3+ years of operational experience in managing Quote to Cash and Indirect Tax processes and/or systems
  • Strong oral and written communication skills are crucial
  • Ability to think clearly, analyze quantitatively, solve problems, scope business requirements, and prioritize
  • Ability to identify gaps between desired future state and system functionality and recommend viable alternative options and solutions
  • Experience in a highly complex global organization operating within large-scale ERP systems
  • Experience in SOX control design and knowledge of SOX documentation and execution
  • Strong collaboration and teamwork skills required
  • Remains adaptable and flexible. Open to continuous change in response to new information, different or unexpected circumstances, and working in an ambiguous business environment
  • Ability to approach responsibilities with a beginner’s mind and serve as Change Champion for the Finance Transformation and Cloud ERP team by communicating, advocating, and championing upcoming changes to impacted stakeholders.


Experience/Skills Desired:

  • Revenue Billing experience
  • Workday Financials experience
  • Vertex experience
  • Salesforce experience

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Salesforce

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Headquarter Location: San Francisco, California, United States

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Year Founded: 1999

IPO Status: Public

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