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About the Role
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.
Responsibilities
- 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
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, SQL for querying and manipulating large datasets, and data visualization tools such as Tableau or Tableau CRM
- Ability to explore & apply new Salesforce and Data/AI tools (e.g., Claude, Copilot) to accelerate and solve data, reporting, & business problems
- Experience presenting analysis and recommendations to senior leadership and both technical and non-technical audiences
- Experience with enterprise software systems such as Oracle, Concur, Workday, Salesforce, or Coupa
Skills
- Advanced Excel
- SQL
- Tableau
- Tableau CRM
- AI tools (e.g., Claude, Copilot)
- Enterprise software systems (e.g., Oracle, Concur, Workday, Salesforce, Coupa)
- Python
- Tableau Prep
- Alteryx
- Process optimization
- Process transformation
- Process automation
- AI tools for workflow automation or analysis (e.g., Claude, Gemini, Slackbot, Apromore, Copilot)
- Sarbanes-Oxley (SOX) compliance
- SOX control owner
- ASC 606 revenue recognition standards
Experience Level
- 2+ years
Salary/Compensations
- CAD 69,600 to CAD 95,700 annually (Ontario-based roles)
About the Company
- Salesforce is the #1 AI CRM, where humans with agents drive customer success together.
- 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.
- Agentforce is the future of AI, and you are the future of Salesforce.
Equal Opportunity
- Salesforce is an equal opportunity employer and maintains a policy of non-discrimination with all employees and applicants for employment.
- At Salesforce, we believe in equality for all.
- We believe we can lead the path to equality in part by creating a workplace that’s inclusive, and free from discrimination.
- 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.
- At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions.