Salesforce

Data and Financial Insights Analyst

Salesforce$69K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years of experience in FP&A, Finance and Strategy, Accounting, Operations, or Business Consulting.
  • Hands-on experience with advanced Excel, SQL, and data visualization tools like Tableau.
  • Ability to explore and apply new data/AI tools within the Salesforce ecosystem.
  • Experience presenting findings to senior leadership and diverse audiences.
  • Familiarity with enterprise software systems such as Oracle, Salesforce, or Coupa.

Responsibilities

  • Own recurring financial and business reporting for the Credit and Collections function.
  • Deliver ad-hoc analysis and strategic support to business leadership.
  • Drive high-impact process improvement and automation projects end-to-end.
  • Create and present executive-level presentations that turn data into actionable insights.

Benefits

  • Access to resources for work-life balance and personal well-being.
  • Opportunities for career growth and skill development.
  • Support from AI tools and agents to enhance productivity.
Full Job Description

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

The Experience
The Data and Financial Reporting Analyst supports the Data, Analytics and Reporting team within the Prospect-to-Cash Operations organization. This role delivers business intelligence and data solutions to the Credit and Collections function, crafting accurate, clear data stories that drive scale, efficiency, and effectiveness in support of Salesforce's Operating Cash Flow.

What You'll Actually Be Doing
  • Owns recurring financial and business reporting for the America Credit and Collections function, including monthly, quarterly, and yearly key performance indicators (KPIs), dashboards, and scorecards built in Tableau, Snowflake, and Salesforce, while maintaining data quality and integrity across the portfolio
  • Delivers ad-hoc analysis and strategic support to business leaders, including workforce planning, growth-trend forecasting, and guidance on where to focus to hit performance targets
  • Drives high-impact process improvement and automation projects end-to-end, from framework design and metric definition through executive reporting, partnering with Operations, Data Engineering, and Business Systems teams to eliminate manual bottlenecks
  • Creates and presents executive-level presentations and reporting that translate complex data into clear data stories with actionable recommendations

You're Our Person If...
  • You have 2+ years of experience in Financial Planning and Analysis (FP&A), Finance and Strategy, Accounting, Operations, or Business Consulting
  • You have hands-on experience with advanced Excel, SQL for querying and manipulating large datasets, and data visualization tools such as Tableau or Tableau CRM
  • You can explore & apply new Salesforce and Data/AI tools (e.g., Claude, Copilot) to accelerate and solve data, reporting, & business problems
  • You have experience presenting analysis and recommendations to senior leadership and both technical and non-technical audiences and experience with enterprise software systems such as Oracle, Concur, Workday, Salesforce, or Coupa

Even Better If...
  • You have experience with additional data management tools or languages such as Python, Tableau Prep, or Alteryx
  • You can demonstrates the ability to dissect and solve problems with a fact-based, data-driven, and creative approach, while managing multiple high-visibility projects and deadlines with urgency and ownership
  • You have experience with process optimization, transformation, or automation, including AI tools such as Claude, Gemini, Slackbot, Apromore, or Copilot, for workflow automation or analysis
  • You have familiarity with Sarbanes-Oxley (SOX) compliance, including experience as a SOX control owner and familiarity with ASC 606 revenue recognition standards

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 andbe your best, and our AI agents accelerate your impact so you cando 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.

About Salesforce

ExactTarget is a provider of on-demand email marketing software solutions. Their suite of on-demand one-to-one marketing applications enables clients to send business-critical and event-triggered communications to increase sales, optimize marketing investments, and strengthen customer relationships. They offer four editions of their on-demand software application along with integrated solutions such as ExactTarget for AppExchange and ExactTarget for [Microsoft](/organization/Microsoft) Dynamics CRM.

Salesforce Careers

Joining Salesforce means becoming part of a dynamic, global team of professionals who are deeply committed to driving customer success and innovation. As the world's leading Customer Relationship Management (CRM) platform, Salesforce offers unparalleled job opportunities in technology and consulting, making it an ideal place for ambitious individuals looking to make a significant impact.

Work You'll Do

At Salesforce, every position is a chance to leverage your skills and creativity to transform businesses and industries. Our diverse team of experts collaborates to deliver cutting-edge solutions that foster growth and enhance leadership capabilities. By joining our team, you'll be at the forefront of digital innovation, using Salesforce's powerful platform to help clients navigate their transformation journeys.

Innovate and Lead

Salesforce is not just a company; it's a community where you can lead with your ideas and see them come to life. Our culture of innovation encourages you to challenge the status quo and push the boundaries of what's possible. With Salesforce, you'll work alongside leaders in technology and business who are committed to your growth and professional development.

Career Growth and Opportunities

Whether you're looking for an internship, a full-time position, or leadership roles, Salesforce provides a wealth of opportunities to advance your career. Our commitment to professional growth is reflected in our robust training programs, including leadership development and diversity training, designed to help you excel at every stage of your career.

Be Part of a Great Team

Salesforce prides itself on a culture that values diversity, teamwork, and open communication. We believe that our strength lies in our people, and we're committed to creating an environment where everyone can thrive. Joining our team means being part of a supportive community that encourages networking and collaboration.

Benefits and Culture

At Salesforce, we understand that job satisfaction extends beyond the office. That's why we offer competitive benefits to support the health, well-being, and financial security of our employees and their families. From health insurance and retirement plans to wellness programs and flexible working arrangements, we provide the benefits that contribute to a better work-life balance.

Explore Job Opportunities

Ready to take the next step in your career? Explore the wide range of employment opportunities at Salesforce. From technical roles to customer engagement positions, we are continuously hiring talented individuals who are passionate about making a difference.

Stay Connected

Keep up to date with the latest at Salesforce by following our careers blog. Gain insights from the people who work here and learn how you can bring your career to the next level with Salesforce.

Apply Now

Are you ready to join a company that's leading the way in CRM technology? Search open positions that match your skills and interests on our careers page. Tailor your resume, prepare for your interview, and take the first step towards a rewarding career at Salesforce.

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Join Salesforce today and be part of a company that's shaping the future of technology, fostering a culture of innovation, and building a more equitable world.
Learn more about Salesforce
Size
73,541 employees
Market Cap
$130.4 billion
Industry
Net Income
$4 billion
Founded
2000
5 Year Trend
+25.7%
Revenue
$21.2 billion
NASDAQ

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