Salesforce

Sr Analyst Data, Insights and Innovation

Salesforce$88K — $121K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6+ years of experience in finance operations or technology delivery.
  • Experience with technology projects or initiatives.
  • Strong delivery record for assigned work.
  • Familiarity with AI solutions and data management.
  • Exposure to Salesforce and Snowflake preferred.

Responsibilities

  • Support finance technology transformation initiatives.
  • Partner with operations to identify tech-enabled improvements.
  • Assist with change management for new technologies.
  • Research and evaluate emerging technologies.
  • Prepare analysis and recommendations for finance leaders.
  • Communicate project updates to stakeholders.
  • Translate technical concepts for non-technical audiences.

Benefits

  • Collaborative culture promoting innovation and professional growth.
  • Opportunity to work with emerging technologies like AI/ML.
  • Involvement in high-impact finance technology projects.
  • Support for continuous learning and development.
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 Controllership team is seeking a motivated finance technology professional to support digital transformation initiatives and deliver innovative solutions that enhance operational efficiency, compliance, and strategic decision-making across our organization.

Position Summary

We are looking for a talented Senior Analyst to join our Finance Technology and Innovation function, reporting to the Sr. Manager of Finance Technology and Innovation. This role requires a detail-oriented problem-solver with strong finance operations knowledge and hands-on technology skills. The ideal candidate is eager to work with emerging technologies, including AI/ML, to streamline processes, support cost reduction, and deliver measurable business value, while working closely with senior team members to execute the team's vision.

Key Responsibilities
Transformation Support
  • Support finance technology transformation initiatives that align with organizational strategic goals

  • Partner with the Controllership Operations team to identify opportunities for technology-enabled process improvements

  • Assist with change management efforts to support smooth adoption of new technologies and processes

  • Help track progress against the technology roadmap for the Controllership and broader Finance organization

Technology Implementation
  • Research and evaluate emerging technologies including Agents, AI/ML, automation tools, and advanced analytics platforms

  • Support the delivery of technology projects that improve efficiency, compliance, accuracy, and operational insights

  • Participate in innovation programs that encourage experimentation and adoption of emerging technologies

  • Prepare analysis and recommendations for finance leadership on technology and process enhancement opportunities

Collaboration & Development
  • Work alongside team members on project workstreams, contributing analysis and execution support

  • Contribute to a collaborative culture that encourages innovation, continuous improvement, and professional growth

  • Coordinate effectively across stakeholder groups and competing priorities

  • Continue developing capabilities in emerging technologies and modern solutioning practices

Process Improvement & Compliance
  • Help design and implement finance process improvements that reduce manual effort and increase operational effectiveness

  • Support technology solutions in maintaining compliance with regulatory standards and internal control requirements

  • Assist in maintaining frameworks for internal controls and global policy compliance

  • Support Internal Audit, SOX, and compliance teams with audit readiness activities

Stakeholder Engagement
  • Communicate technology solutions and project updates to stakeholders across Finance and IT

  • Translate technical concepts into clear, accessible summaries for non-technical audiences

  • Support customer demonstrations and internal presentations showcasing innovative solutions

  • Build strong working relationships across Finance, IT, and Operations

Required Qualifications
Experience
  • 6+ years of experience in finance operations, technology delivery, or related fields

  • Experience supporting or contributing to technology projects or initiatives

  • Demonstrated ability to deliver assigned work on time and to a high standard

  • Experience working in global organizations with distributed teams across multiple regions is a plus

  • Familiarity with prototyping AI solutions, testing machine learning models, and wrangling small/medium sized datasets

  • Exposure to Salesforce (Agents, Tableau, Slack, Einstein, Data Cloud, etc.) preferred

  • Exposure to Snowflake preferred

Technical Expertise
  • Solid understanding of finance processes, accounting principles, and financial reporting requirements

  • Working knowledge of AI/ML technologies and interest in applying them to business problems

  • Working knowledge of data visualization tools (Tableau or similar), Python, and modern ERP systems

  • Familiarity with cloud data platforms such as Snowflake is a plus

  • Working knowledge of the Salesforce platform and/or custom application development is a plus

Skills & Competencies
  • Strong analytical and problem-solving abilities

  • Ability to translate data into actionable insights

  • Clear written and verbal communication skills

  • Eagerness to learn new technologies and adapt to change

  • Solid organizational and time-management skills; able to manage multiple priorities

Preferred Qualifications
  • Bachelor's degree in Finance, Accounting, Computer Science, Information Systems, or related field

  • Progress toward or interest in professional certifications such as CPA, or relevant technology certifications

  • Early exposure to presenting work to internal stakeholders or teams

  • Interest in early adoption and implementation of emerging technologies

  • Previous experience in SaaS, technology, or fast-paced growth companies is a plus

What Success Looks Like
  • Reliable delivery of assigned work that contributes to measurable ROI through technology implementations (cost savings, efficiency gains, error reduction)

  • Growing proficiency with new technologies and processes across the finance organization

  • Development of solutions that support team and organizational goals

  • Building a reputation as a dependable, detail-oriented contributor

  • Active participation in a high-performing team culture of innovation and continuous improvement

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.

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Work You'll Do

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