Working at FinancialForce |

FinancialForce Overview

San Francisco, CA (US)
501 to 1000 employees
Company - Private
Computer Hardware & Software
Unknown / Non-Applicable
Founded in 2009, FinancialForce is the leading Cloud ERP vendor with apps built entirely on the Salesforce platform. The company’s Financial Management, Professional Services Automation (PSA), and Human Capital Management (HCM) offerings provide services-centric ... Read more

Company Updates

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FinancialForce – Why Work With Us?

Want to work at an amazing company with great people?

This isn’t just your chance to work with great people. It’s your opportunity to work with applications that are truly changing the way the world does business.  So meet the team and see what life is like at

What’s our story? We build great apps

FinancialForce builds innovative business applications that leverage the underlying technologies of We want to revolutionize the world of back-office applications by building a new generation of customer-centric business applications that ultimately help companies generate profitable growth.

Great people build great apps

The key to our business is not technology, it is the people that build, market, sell and support our apps. So we have created an amazing place to work by bringing incredibly talented people together, giving them the tools they need to succeed and an energetic and fun environment to thrive.

Jeremy Roche - the extreme accountant!

Another day at the office for Jeremy Roche, CEO

Our CEO is awesome

In case you are wondering, we are led by one of the most dynamic people in the application software industry, Jeremy Roche our CEO. Jeremy can be described as a “people person” with incredible energy and creativity. He likes our organization structure flat and informal so he can get to know everyone in the company and stay close to the front lines.

Oh, and he has an awesome sense of humor and will do anything, and we mean anything, for the company.

Help build a great company

Every quarter, we conduct an informal company-wide meeting to talk about how we’re progressing, where we’re going, but mostly about how we’ll scale and grow. Inevitably the discussions come down to the importance of individual and team contributions that will get us to the next level. So, if you like to contribute and be involved with building a great company, this is the place for you.

Our investors are strong

Founded in 2009, is backed by, UNIT4 and Advent International.


undefinedTod 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.

Tod studied Business Administration and Information Systems at Central Washington University.

undefinedJeremy Roche – Founder

Jeremy Roche is the Founder of FinancialForce. Jeremy was the driving force behind the creation of in 2009 with investment from UNIT4 and salesforce.

Prior to launching FinancialForce, Jeremy was instrumental in the success and global expansion of CODA, a UK-headquartered public company specializing in enterprise accounting applications. In 2008, Jeremy led CODA through its acquisition by UNIT4 and its successful integration with its new parent, creating one of Europe's top 10 software vendors.

Jeremy began his career at IBM, after which he joined ISV Lychgate where he held a number of senior systems engineering and sales roles. He joined Science Systems (now SciSys) as Commercial Director in 1990 and was a core member of the team that led the acquisition of CODA in March 2000. He was then appointed CTO of the newly formed CODA Group and became CEO in 2002. Following 5 years of growth, he led the demerger of CODA from parent CODASciSys in 2006 and the relisting of CODA plc on the London AIM market. 

Jeremy has a BA (Hons) in Business Studies from Thames Polytechnic, London.

John Bonney - CFO

As CFO, John oversees the global finances and operations of FinancialForce. Prior to joining, John was the Global VP of Finance & Division CFO for SAP Cloud with over $1B in annual subscription revenues. Prior to the acquisition by SAP, John led global business planning and analysis at Ariba and helped drive significant growth and scale – including rapid international expansion in both developed and emerging markets. During his tenure, Ariba Cloud subscription revenues grew from $150M to $350M in less than four years before being successfully acquired by SAP. John also served as a finance executive at ServiceSource helping build and scale the finance functions while partnering with management to drive rapid expansion as revenues grew from $25M to $100M in less than four years.

John began his career at Ernst & Young where he performed business valuation consulting as well as audit services within the technology sector. John received his master’s degree of accounting and finance from Wake Forest University and is an active CPA and CFA.


Joe Fuca - President, WW Field Operations

Joe Fuca joins FinancialForce with more than 25 years of experience in senior level executive management positions. Throughout his career, Joe has continuously built high performing global leadership teams in both private and public companies.

Prior to FinancialForce, Joe served as SVP of Worldwide Sales for DocuSign where he built an infrastructure which accelerated the company’s growth significantly. Prior to joining DocuSign, Joe was Vice President of North American Consumer at McAfee (now Intel Security). He was a member of the executive leadership team for the $1B Consumer Division. 

Joe holds a BA in Business Administration and Communicational Arts from California Lutheran University, where he attended on a four year Football scholarship. 

undefinedDebbie Ashton – SVP, Product

With more than 16 years of experience in enterprise software development, customer experience management and product management, Debbie leads product strategy, R&D, and customer advocacy as the SVP of Product at FinancialForce. Prior to FinancialForce, Debbie served as the Head of Product Management for CODA Group and held senior research & development and product management responsibilities for CODA.

Debbie began her career in microbiology and has a degree in Applied Biology from Sheffield Hallam University.

undefinedAdrian Ivanov – Chief Customer Officer

As FinancialForce’s Chief Customer Officer, Adrian’s top priority is to ensure the company delivers optimum value across the entire customer journey. As one of the founding members of FinancialForce, Adrian applies his long history of customer advocacy to create a consistent and superior experience for our 1000+ customers. Prior to this role, Adrian was the Senior Vice President of Global Sales and led FinancialForce through continuous years of substantial growth.

Adrian received a Bachelor of Science in Commerce Finance degree from Santa Clara University and a Masters of Business Administration degree from the Walter A. Haas School of Business at the University of California, Berkeley.


undefinedTom Brennan - SVP, Marketing

Tom has over 20 years experience in the financial software space and is a pioneer in the Application Service Provider (ASP) market, serving as a founding board member of the ASP Industry Consortium. Previously, he was vice president of sales and marketing at CODA, Inc. a developer of financial software for multi-national companies. Tom went on to become vice president of sales and marketing at The Taylor Group, where he helped develop the firm into an award winning Microsoft Business Solution partner and Application Service Provider.

Tom holds a B.S. in Accounting from Mount St Mary’s University and an M.B.A. in Marketing and International Business from American University.

John Moss - SVP & General Counsel

John brings over 20 years of experience in law and technology to his position overseeing legal 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.

John received his JD from Stanford Law School, an MA in International Economics from the Johns Hopkins School of Advanced International Studies, and a BA from Sarah Lawrence College. He serves on the Board of Directors of Align Matters, a legal technology company.

Charles Ashworth - SVP, Employee Success

Charles has over 20 years of human resources leadership experience growing and developing world-class organizations for several notable technology companies. In his current role as SVP, Employee Success, he is focused on bridging the gap between traditional HR functions and innovative programs designed to encourage and accelerate employee success, and continuing evolution of the company’s amazing culture.

Most recently, Charles served as Head of Global Human Resources at Viator (acquired by Trip Advisor). He also has held key leadership roles at NetSuite, PeopleSoft (acquired by Oracle) and eBay.

Charles holds a B.S. in Business Administration from Christ College Irvine.


Raphael Bres - GM, Financial Management Apps

Raphael Bres is General Manager of the Financial Management applications at FinancialForce. He is responsible for driving product strategy and working closely with the development teams to deliver on the product roadmap. He also has market-facing responsibilities including Go-To-Market plans, sales enablement and the successful roll out of the Financial Management applications to customers.

Raphael holds a Bachelor of Science degree in Economics from the University of Aix-Marseille, and Master of Science degrees in Economics and Information Systems from the University of Paris-Dauphine.

undefinedLori Ellsworth - GM, Professional Services Automation Apps

Lori Ellsworth is the general manager of Professional Services Automation (PSA) at FinancialForce. In her role, she is responsible for developing and implementing the company’s PSA product strategy, vision and high-level roadmap. She also manages market-facing responsibilities including Go-To-Market plans, PSA sales enablement and the successful roll out of FinancialForce PSA applications to customers.

Lori holds an MBA from York University and a Bachelor of Math from the University of Waterloo.

undefinedLaura Castillo - GM, Human Capital Management Apps

Laura Castillo is the general manager of Human Capital Management (HCM) at FinancialForce where she’s responsible for driving the company’s HCM product strategy, vision and roadmap. Her leadership is central to FinancialForce’s goal of redefining HCM as an ‘everyday’ function that is intuitive, collaborative and unified across CRM and ERP.

Prior to FinancialForce, Laura spent 16 years at Ultimate Software as senior vice president, where she oversaw the strategy, development and growth of the company’s HCM solutions, from the inception of its first on-premise HR and payroll offerings, to the delivery of its current cloud-based global HCM platform.

Laura holds a B.S in Business Administration from Florida State University.

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'


Our commitment to the communities where we work and live

undefinedWe want to do more

FinancialForce4Good is about our commitment to making a positive impact on the local communities in which our people live and work, and to helping non-profit organizations meet their operational needs.

Simply put, we want to give back. FinancialForce4Good allows us to engage in meaningful community service; to share our time and talents; and to help the people and organizations that need it most.

undefinedIn it together

Every quarter, we put on our FinancialForce4Good shirts and join forces for all kinds of volunteer programs, from Habitat for Humanity, to Red Cross blood drives, to beautifying run-down parks, to helping senior citizens, to collecting and sorting food for the hungry, to anything that lends a hand to local community organizations. We work as a team to make a difference.

undefinedOur value system

FinancialForce4Good is more than just an outlet for us to help the community. It is an opportunity to engage employees in a company value that cannot be contained in new recruit orientation sessions, corporate memos or executive speeches. It’s just that feeling we get in working side by side, making our communities a better place to live.

undefinedGlobal good

From our San Francisco Bay Area headquarters, to Harrogate, UK, to Granada Spain, to numerous regional offices around the globe, FinancialForce4Good volunteers have donated more than 2000 hours since its 2010 inception. But it’s impossible to measure the satisfaction and camaraderie we get out of helping those that need it most and having a great time doing it.

undefinedNon-profit support

For non-profit organizations, also offers our solutions at a substantial discount to assist them with their operational and financial management requirements.  FinancialForce4Good is a critical part of our company’s identity from the very beginning and we plan to expand the program as we continue to grow.



FinancialForce Reviews

  • "great place to work, lots of fun"

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

    I have been working at FinancialForce full-time


    flexible working hours, free food, good people


    so far I would say there isn't any

See All 254 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: Teamwork makes the dream work
FinancialForce photo of: FinancialForce4Good
FinancialForce photo of: FinancialForce4Good
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FinancialForce Interviews



Getting an Interview

Getting an Interview




  1. Featured Interview

    Helpful (1)  

    Business Development Interview

    Anonymous Employee in Bellevue, WA (US)
    Accepted Offer
    Neutral Experience
    Average Interview


    The process took 2+ months. I interviewed at FinancialForce (Bellevue, WA (US)) in March 2019.


    I really enjoyed meeting with the business team and the interview itself. But I did think the recruiters were quite unprofessional. They scheduled times without asking me for my availability. They took a long time to get back to me after my interviews. They threw an offer over the fence without walking me through it. The offer had a start date in it without asking me what date would work with me. The company seems good, and the people and culture seem very nice. I would have taken the offer but they weren't really willing to negotiate.

    Interview Questions

    • Mostly discussion questions about my background, how I think about deals, etc.   1 Answer
See All 45 Interviews

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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