Data and Financial Insights Analyst

Salesforce
Toronto
Workplace: HybridFull timeCAD 69,600 - 95,700 annuallyFunction: Finance & AccountingExperience: 2+ yearsSkills: ["Problem-solving","Data-driven thinking","Communication","Stakeholder management","Ownership"]

Support the Data, Analytics and Reporting team within Prospect-to-Cash Operations by owning recurring Credit & Collections reporting. Build and maintain KPIs, dashboards, and scorecards in Tableau and Snowflake while ensuring data quality. Provide ad-hoc analysis and strategic support for workforce planning and forecasting, and lead automation/process-improvement projects with cross-functional partners. Present executive-level data stories and recommendations to diverse technical and business audiences.

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FursaFursa
Salesforce
Salesforce
2 hours ago

Data and Financial Insights Analyst

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Last checked: 2 hours agoStatus: Live

Job Summary

Support the Data, Analytics and Reporting team within Prospect-to-Cash Operations by owning recurring Credit & Collections reporting. Build and maintain KPIs, dashboards, and scorecards in Tableau and Snowflake while ensuring data quality. Provide ad-hoc analysis and strategic support for workforce planning and forecasting, and lead automation/process-improvement projects with cross-functional partners. Present executive-level data stories and recommendations to diverse technical and business audiences.
Location: Toronto
Workplace: Hybrid
Employment Type: Full time
Job Function: Finance & Accounting

Key Responsibilities

  • •Own recurring financial and business reporting for America Credit and Collections, including monthly, quarterly, and yearly KPIs, dashboards, and scorecards.
  • •Deliver ad-hoc analysis and strategic support such as workforce planning, growth-trend forecasting, and guidance toward performance targets.
  • •Maintain data quality and integrity across the portfolio for reporting outputs.
  • •Lead process improvement and automation projects end-to-end, partnering with Operations, Data Engineering, and Business Systems teams.
  • •Create and present executive-level presentations and data stories translating complex data into actionable recommendations.

Pay and Benefits

Salary: CAD 69,600 - 95,700 annually

Key Requirements

  • •2+ years of experience in Financial Planning and Analysis (FP&A), Finance and Strategy, Accounting, Operations, or Business Consulting.
  • •Hands-on experience with advanced Excel and SQL for querying/manipulating large datasets.
  • •Experience with data visualization tools such as Tableau or Tableau CRM.
  • •Experience presenting analysis and recommendations to senior leadership across technical and non-technical audiences.
  • •Experience with enterprise software systems such as Oracle, Concur, Workday, Salesforce, or Coupa.
Experience:2+ years
Skills:Problem-solvingData-driven thinkingCommunicationStakeholder managementOwnership
Tech Stack:TableauSnowflakeSalesforceExcelSQLTableau CRMOracleConcurWorkdayCoupaPythonTableau PrepAlteryxClaudeCopilotGeminiSlackbotApromore

Company Brief

Salesforce
Provides a leading cloud-based customer relationship management (CRM) platform with sales, service, marketing, analytics, and integration tools that empower businesses to manage customer relationships and digital transformation at scale.
Industry: SaaS
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: San Francisco, United States
Founded: 1999
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Glassdoor: 4.1
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