Working at FinancialForce | Glassdoor

FinancialForce Overview

San Francisco, CA
501 to 1000 employees
Company - Private
Computer Hardware & Software
Unknown / Non-Applicable
FinancialForce delivers the #1 professional services automation (PSA) and the only customer-centric ERP. We accelerate business value with comprehensive best practices and the most intelligent analytics—all on the leading business cloud platform from Salesforce ... Read more

Glassdoor Awards

Best Places to Work: 2016 (#33)

Company Updates

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FinancialForce – Why Work For Us?

Looking for a great company with an amazing culture, fun work environment, and opportunity to collaborate with talented people for success? People who are people, all working together? No politics? No egos? We are FinancialForce. Nice to meet you!

FinancialForce is proud to be the #1 partner on Salesforce with the #1 professional services automation (PSA) and the only customer-centric ERP, but our work is far from done. To fuel our momentum, we only hire the brightest and most enthusiastic people from San Francisco to London. And today's employees say they have never worked for more creative and collaborative teams. Our core values—trust, growth, transparency—shine in everything we do. 

Helping Service Economy companies free the back office

The Service Economy has driven the acceleration of business models based on usage, subscriptions, projects, tangible goods, and more complex combination of all. These models fundamentally change both back-office and front-office processes and how they work together to deliver value. The back office is obsolete, now merged with the front office, revenue growth is optimized over cost, and customer engagement rather than supply-side optimization dominates. We believe FinancialForce built on the Salesforce customer-engagement, cloud platform is at the forefront of delivering value for Service Economy companies.

Founded in 2009, and headquartered in San Francisco, FinancialForce delivers the #1 professional services automation (PSA) and the only customer-centric ERP solution. We accelerate business value with comprehensive best practices and the most intelligent analytics—all on the leading business cloud platform from Salesforce. FinancialForce is backed by Advent International, Salesforce Ventures, and Technology Crossover Ventures.

We do great things as One Team

Acting as One Team is the backbone of everything we do. No silos, no decisions made in a vacuum. In support of achieving collective success, we hire the best, foster a culture of collaboration, and celebrate together when we win. We think this has really paid off, but don’t just take our word: check out the awards we have received. If this kind of environment resonates with you, we invite you to join the awesome global team we call FinancialForce. Click here to learn more and see all our current open opportunities!


Tod Nielsen – President and CEO

Tod Nielsen is the President and CEO of FinancialForce. Formerly the Executive Vice President of Platform at Salesforce, Tod joined FinancialForce in January 2017, bringing his deep understanding of cloud platforms and extensive experience taking technology companies beyond the billion dollar revenue mark. Prior to his role at Salesforce, Tod redefined Heroku’s enterprise strategy as the Chief Executive Officer, significantly accelerating its growth. As the Co-President of Applications Platform Group and Chief Operating Officer at VMware, their market cap increased 9-fold to more than 50 billion dollars.

Tod has held additional high profile positions throughout his career. Prior to VMware, he served as the Chief Executive Officer of Borland Corporation where he successfully rebuilt the organization and quadrupled the company’s revenue. Earlier, Tod served as Senior Vice President of Marketing and Global Sales Support for Oracle and Executive Vice President and Chief Marketing Officer for BEA Systems. Prior to BEA, he spent 12 years growing Microsoft cloud and development offerings in various executive roles, including General Manager of Database and Developer Tools and Vice President of Microsoft's Platform group, where he was responsible for the development of .NET and Azure platforms.

Gordy Brooks - Chief Financial Officer

Gordy Brooks is the Chief Financial Officer at FinancialForce overseeing global finances and operations. Gordy joins FinancialForce with more than two decades of senior financial leadership experience at notable companies, serving as CFO of Blue Coat Systems and holding other senior finance positions at VMware and BEA Systems. Most recently as CFO of Citrix GetGo, he was responsible for orchestrating the spin-out of the GoTo SaaS product division and successful merger with LogMeIn (LOGM).

Daniel Brown - Chief Product Officer 

Daniel Brown is Chief Product Officer at FinancialForce and is responsible for guiding the company’s product strategy to deliver on its ambitious growth plans and expanding the size and scope of the product development organization.

Dan joins FinancialForce with over 25 years of business software and SaaS solutions experience, including 15 years at Microsoft Corporation. Dan’s most recent Microsoft role was General Manager of Corporate Strategy, where he led the company’s internal digital transformation strategy.

Andrea Lagan - Chief Operating Officer

Andrea Lagan is the Senior Vice President and Chief Customer Officer at FinancialForce. As a customer experience veteran with more than 25 years of management experience, she has successfully led customer-focused teams responsible for driving business growth, customer retention and exceptional, award-winning customer experiences.


John Moss - Chief Legal Officer

John brings over 20 years of experience in law and technology to his position overseeing legal and security matters at FinancialForce. Before joining FinancialForce, John served as SVP and General Counsel, Commercial at Salesforce, where he led the legal functions supporting the company’s global sales, alliances, marketing and operations through growth from $300 million to $4 billion in annual revenue. He has also served as General Counsel of Intraware, a publicly traded provider of enterprise cloud computing services, as well as Deputy General Counsel of Barra, Corporate Counsel at Oracle, and intellectual property associate at Graham & James.

Jonathan Schoonmaker - Chief People Officer

Jonathan Schoonmaker is the Senior Vice President of Employee Success at FinancialForce. A thirty-year veteran of human resources for some of Silicon Valley’s biggest enterprise brands, Schoonmaker has held senior executive positions with companies such as Sophos, Hewlett Packard (HP), VMware, Borland Group and Business Objects (SAP).

Jonathan has a proven track record in developing high-quality employee programs and internal HR processes that meet the needs of high-growth, diverse organizations. As Senior Vice President of Human Resources for Hewlett Packard’s Enterprise and Imaging Print and Solutions group, Jonathan supported more than 60,000 employees worldwide, reimaging company-wide best practices and talent management.

Mike Jerich - Chief Revenue Officer

Mike Jerich is Chief Revenue Officer at FinancialForce; overseeing the Company's global sales, pre-sales, sales operations, sales development, and go-to-market strategy. Mike has 20 years of global sales experience, and his deep operational experience has resulted in building and scaling high-performing teams. His mission is to grow the Company's global customer base.

Prior to joining FinancialForce, Mike was the Global Head of Sales and Marketing at IPC Systems, where he launched an operational plan focused on driving revenue growth, and sales operations. Mike’s plan led the transformation of IPC to a SaaS business.

He has held leadership positions at Intelepeer and Level 3 Communications, among others.

Mike holds a Bachelor of Arts in International Relations and Political Sciences from Stanford University.



Debbie Aston - Founder & Senior Vice President, Strategic Customer Experience

Debbie Ashton is the Senior Vice President of Strategic Customer Experience and a Founder of FinancialForce. Debbie has been instrumental in the growth and ongoing success of the FinancialForce business. In her current role, Debbie’s mission is to work with our customers to understand their journey, ensure they maximize the value they derive from our solutions and enhance the overall customer experience.

As an ERP expert with over 25 years experience she has worked on the some of the industries leading ERP platforms. From the inception of FinancialForce Debbie has been in senior leadership positions including product strategy and development, global support and customer success.

Career Benefits

Besides getting the opportunity to work at one of the most respected and fastest growing companies in the world, here's a look at what’s in store for you:

US employee benefits
  • Competitive salary
  • Medical, dental, and vision insurance coverage 
  • Voluntary employee, spouse and child life insurance
  • Health care and dependent care flexible spending accounts
  • Commuter benefits
  • Generous vacation, holiday, sick day allocations
  • 401K retirement plan
  • Bonus and sales variable plans
  • Life and accidental death insurance
  • Onsite training programs
  • Industry specific training and certifications
  • Participation in FinancialForce4Good volunteer program 
  • Stocked kitchen
  • Access to conferences and expos'
UK employee benefits
  • Competitive salaries
  • Private medical insurance
  • Life insurance
  • Income protection programs
  • Flexible working schedules
  • Childcare vouchers
  • Employee assistance program
  • 25 days/ year holiday (goes up to 30)
  • Retirement plan
  • Bonus and sales variable plans
  • Onsite training programs
  • Industry specific training and certifications
  • Participation in FinancialForce4Good volunteer program
  • Daily fruit basket
  • Access to conferences and expos'
Spanish employee benefits
  • Competitive salaries
  • Optional flexible retribution system (COMPENSA)
  • Private medical insurance
  • Life insurance
  • Flexible working schedules
  • Employee assistance program
  • Retirement plan
  • Bonus and sales variable plans
  • Onsite training programs
  • Industry specific training and certifications
  • Indoor bicycle parking space
  • 10% discount on local shops and El Corte Inglés travel agency
  • Participation in FinancialForce4Good volunteer program
  • Onsite kitchen
  • Access to conferences and expos'

Become a force for good with FinancialForce4Good.

Our Vision

FinancialForce4Good works to address social causes in our communities and improve the lives of others by harnessing the talents, passions, and generosity of FinancialForce employees, partners, and customers.

Our Pledge

FinancialForce has formally “taken the pledge” to commit at least 1% of our employee time to the community. Since our founding in 2010 this has been a goal of ours, but we wanted to formalize this commitment via not only to celebrate our current efforts, but also to collaborate with other pledged members to grow our Pledge of 1% to equity, profit, and/or product.

Our Committment

We believe that we are better when we work together. We live this out every day with our customers, partners, and employees. Within FinancialForce4Good, our diverse and employee-driven all-volunteer governing council lives out this same value by providing our colleagues and nonprofit partners the resources to maximize their collective impact. We are also committed to our nonprofit customers via

Making FinancialForce a great place to work for everyone, everywhere.

Initially launched as a grassroots effort by a few passionate employees, FF4Inclusion has grown into FinancialForce's company-wide diversity and inclusion program, focused on welcoming traditionally excluded or marginalized individuals into the core of our culture. We're committed to proactively partnering with customers and communities through professional and educational programs to make the world a better place for everyone to work and live.



FinancialForce Reviews

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FinancialForce Chief Executive Officer and President Tod Nielsen
Tod Nielsen
60 Ratings
  • Featured Review

    "Trending Upwards"

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Anonymous Employee
    Current Employee - Anonymous Employee
    Positive Outlook
    Approves of CEO

    I have been working at FinancialForce full-time (More than a year)


    Product on the Salesforce platform creates truly unique advantages.
    New executive leadership team creating the right culture.
    Product team is world class.


    Growing pains as a company as we scale to the next level.

See All 237 Reviews

FinancialForce Photos

FinancialForce photo of: 300+ employees got together to build 30 bikes for underprivileged kids in San Diego. FinancialForce4Good!
FinancialForce photo of: FinancialForce4Good
FinancialForce photo of: FinancialForce4Good
FinancialForce photo of: FinancialForce4Good
FinancialForce photo of: Team huddle!
FinancialForce photo of: FinancialForce4Good
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FinancialForce Interviews



Getting an Interview

Getting an Interview




  1. Featured Interview


    Intern Interview

    Anonymous Employee in San Francisco, CA
    Accepted Offer
    Positive Experience
    Easy Interview


    I applied through an employee referral. The process took 3 days. I interviewed at FinancialForce (San Francisco, CA) in September 2017.


    The director reached out to me, and we spoke. He thought I would be a good fit so he had me come in for an in person interview with two additional team members.

    Interview Questions

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FinancialForce Awards & Accolades

  • OnDemand 100 Top Private Company, AlwaysOn Networks, 2013
  • Best Workplaces, Great Place to Work Institute UK, 2013
  • Global 250 Top Private Companies, AlwaysOn, 2013
  • The 20 Coolest Cloud Software Vendors of the Cloud 100, CRN, 2014
  • Best Cloud Accounting(Payroll/HR Solution), The Cloud Awards, 2014
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