Analyst/Sr. Analyst, Finance Analytics

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Job Category

Finance

Job 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 Finance & Strategy (F&S) team serves as a trusted adviser to the business, guiding decision-making through business partner support and informative analyses. We are looking for forward-thinking, goal-oriented individuals who thrive in fast-paced environments and enjoy building processes that help a company scale.
In this role, you will be a key member of the F&S organization, diving deep into large-scale datasets to unlock insights around our business partners’ most critical questions. You will act as a bridge between technical data architecture and financial storytelling—ensuring data integrity while delivering the metrics that drive our product and cloud strategy.

Responsibilities

• Curate and manage large-scale datasets within our BI ecosystem (Tableau/Snowflake) to ensure a single source of truth for financial and operational reporting.

• Partner with Finance, Product, and Engineering teams to research and develop complex models focused on business performance, profitability, and cost drivers.

• Act as a visualization evangelist, building intuitive dashboards that translate complex data into actionable insights for audiences ranging from analysts to senior leadership.

• Collaborate with Finance Operations to automate reporting and support "self-serve" analytics, empowering business partners to upskill and access data independently.

• Establish rigorous data governance standards and perform regular audits to ensure high standards of reliability across all platforms.

• Own the end-to-end documentation of team deliverables, including process flows, technical logic, and delivery methodologies.

Required Qualifications

• Bachelor’s Degree in Finance, Information Systems, or a related field 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.)

• 2+ years of experience with databases and writing SQL (Oracle, Snowflake etc.) for Analyst level; 4+ years of exp experience with databases and writing SQL (Oracle, Snowflake etc.) for Senior Analyst level

• 2+ years of experience leveraging data preparation tools for Analyst level (Tableau Prep, Alteryx, etc.); 4+ years of experience leveraging data preparation tools for Senior Analyst level (Tableau Prep, Alteryx, etc.)

• 2+ years of experience with visualization tools like Tableau, Einstein Analytics or similar tools for Analyst level; 4+ years of experience with visualization tools like Tableau, Einstein Analytics or similar tools for Senior Analyst level

• Proficiency with enterprise-grade financial systems (ERP, Planning & Analysis, and BI systems).

• Familiarity with managing or analyzing cloud infrastructure costs and margin analysis.

• Advanced skills in Microsoft Excel and Google Sheets, with the ability to quickly master complex business processes and technical data structures.

• Proven ability to present new data analysis and insights in a clear, concise manner to cross-functional stakeholders.

• A self-starter who is comfortable working independently, managing multiple priorities with high attention to detail.

• Experience or familiarity with the Salesforce platform is preferred

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.