Role at a glance
- Salary
- Not Disclosed
- Location
- Indiana - Indianapolis, Indiana, United States
- Work arrangement
- Hybrid
- Employment
- Full-time
- Experience
- 5+ years of experience in finance transformation, finance technology consulting or enterprise financial systems management
- Education
- Degree or equivalent relevant experience required
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Role Summary
The Manager, Finance Transformation joins Salesforce’s Business Process & Enterprise Systems Transformation team to optimize accounting connections across Finance platforms, boundary systems, and Workday Cloud ERP. The role drives process improvement and agentic transformation that automates finance workflows, addresses transactional failures, and supports financial decision-making at scale.
What You'll Do
- Lead end-to-end process improvement and agentic transformation across core finance operations.
- Coordinate the feature backlog, twice-annual Workday releases, and strategic project delivery between Finance and Digital Enterprise...
- Investigate cross-platform transactional breakdowns across Finance lifecycles and execute root-cause fixes.
- Engage Finance stakeholders to account for the full financial picture and regulatory landscape.
- Translate complex finance requirements into clear technical specifications for IT execution.
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
Finance transformation, finance technology consulting or enterprise financial systems management experience; business process optimization within enterprise finance systems; functional project leadership; enterprise Agentic AI tools; scalable process improvements
Required
- Finance transformation, finance technology consulting or enterprise financial systems management experience
- Business process optimization within enterprise finance systems
- Finance technology initiatives as a functional project lead
- Enterprise Agentic AI tools to automate workflow decisions or streamline accounting operational processes
- Identifying system or workflow inefficiencies and implementing scalable process improvements
- Degree or equivalent relevant experience
Preferred
- Management or technology consulting focused on transformation
- Hands on Finance Operations experience
- AI transformation initiatives implementing agentic automation and intelligent workflows within Finance
- Problem-solving skills using structured frameworks
- Active CPA
Original job description
Content provided by the employer
Original job description
Content provided by the employer
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
FinanceJob Details
About Salesforce
Salesforce is the #1 AI CRM, where humans with agents drive customer success together. Here, ambition meets action. Tech meets trust. And innovation isn’t a buzzword — it’s a way of life. The world of work as we know it is changing and we're looking for Trailblazers who are passionate about bettering business and the world through AI, driving innovation, and keeping Salesforce's core values at the heart of it all.
Ready to level-up your career at the company leading workforce transformation in the agentic era? You’re in the right place! Agentforce is the future of AI, and you are the future of Salesforce.
The Experience
We are looking for a Manager, Finance Transformation to join our Business Process & Enterprise Systems Transformation team. In this role, you will diagnose operational root causes and optimize accounting connections between Finance platforms, boundary systems, and Workday Cloud ERP. With Agentforce woven into every layer of our platform, our team builds intelligent systems that automate repetitive subledger flows, elevate strategic accounting tasks, and power better financial decision-making at scale.
What You’ll Actually Be Doing
Lead end-to-end process improvement and agentic transformation across core finance operations, diagnosing systemic friction to deploy autonomous workflows that scale with the enterprise.
Serve as a key liaison between Finance and Digital Enterprise Transformation, coordinating the feature backlog, twice-annual Workday releases, and strategic project delivery.
Investigate cross-platform transactional breakdowns across Finance lifecycles, applying structured consulting frameworks to execute root-cause fixes that prevent future failures.
Drive holistic stakeholder engagement across Finance to ensure initiatives consider the full financial picture and regulatory landscape.
Partner directly with business leads to translate complex finance requirements into clear technical specifications for IT execution.
You’re Our Person If…
You have 5+ years of experience in finance transformation, finance technology consulting or enterprise financial systems management.
You have hands-on experience driving business process optimization within enterprise finance systems.
You are comfortable driving finance technology initiatives as a functional project lead, managing delivery timelines, risk mitigation, and cross-team dependencies.
You have experience leveraging enterprise Agentic AI tools to automate workflow decisions or streamline accounting operational processes.
You have a proven track record of independently identifying system or workflow inefficiencies and implementing scalable process improvements to prevent future issues.
Degree 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.)
Even Better If…
You have a combination of prior experience in management or technology consulting focused on transformation and have hands on Finance Operations experience.
You have first-hand experience driving AI transformation initiatives, specifically implementing agentic automation and intelligent workflows within Finance.
You bring exceptional problem-solving skills using structured frameworks to dissect complex operational failures and present technical roadmaps to finance leadership.
You hold an active CPA.
This role is hybrid and goes into the office 3 days per week.
Unleash Your Potential
When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best, and our AI agents accelerate your impact so you can do your best. Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future — but to redefine what’s possible — for yourself, for AI, and the world.
Accommodations
If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form.
Please note that Salesforce uses artificial intelligence (AI) tools to help our recruiters assess and evaluate candidates’ resumes and qualifications throughout the recruiting process. Humans will always make any candidate selection and hiring decisions. Please see our Candidate Privacy Statement for more information about how we use your personal data and your rights, including with regard to use of AI tools and opt out options.
Posting Statement
Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment. What does that mean exactly? It means that at Salesforce, we believe in equality for all. And we believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination. Know your rights: workplace discrimination is illegal. Any employee or potential employee will be assessed on the basis of merit, competence and qualifications – without regard to race, religion, color, national origin, sex, sexual orientation, gender expression or identity, transgender status, age, disability, veteran or marital status, political viewpoint, or other classifications protected by law. This policy applies to current and prospective employees, no matter where they are in their Salesforce employment journey. It also applies to recruiting, hiring, job assignment, compensation, promotion, benefits, training, assessment of job performance, discipline, termination, and everything in between. Recruiting, hiring, and promotion decisions at Salesforce are fair and based on merit. The same goes for compensation, benefits, promotions, transfers, reduction in workforce, recall, training, and education.
In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.About the company
Salesforce
Large Enterprise
Salesforce is a global leader in customer relationship management (CRM) software, empowering businesses of all sizes to connect with their customers in innovative ways. Founded in 1999, the company revolutionized the software industry by delivering cloud-based solutions that streamline sales, service, marketing, and analytics. With a strong focus on customer success and a commitment to sustainability, Salesforce consistently ranks as one of the best places to work, offering diverse career opportunities in technology, sales, and consulting. Through its extensive ecosystem and community engagement, the company is dedicated to helping organizations enhance their customer relationships and achieve their business goals.
Salesforce is a global leader in customer relationship management (CRM) software, empowering businesses of all sizes to connect with their customers in innovative ways. Founded in 1999, the company revolutionized the software industry by delivering cloud-based solutions that streamline sales, service, marketing, and analytics. With a strong focus on customer success and a commitment to sustainability, Salesforce consistently ranks as one of the best places to work, offering diverse career opportunities in technology, sales, and consulting. Through its extensive ecosystem and community engagement, the company is dedicated to helping organizations enhance their customer relationships and achieve their business goals.