Analyst/Sr. Analyst, Business 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.

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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

• Experience with data preparation tools such as Tableau Prep or Alteryx.

• 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