Closed listing
Data and Financial Insights Analyst
- Toronto, ON, Canada
Full-time
This opening has closed.
The original listing is kept below for reference.
Job details
- Job type
- Full-time
- Closing date
- Experience
- You have 2+ years of experience in Financial Planning and Analysis (FP&A), Finance and Strategy, Accounting, Operations, or Business Consulting
- Posting language
- English
- Posted
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Search current openingsOriginal job description
Archived listing. The details below describe a past opening.
Description
The Experience
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.
What You'll Actually Be Doing
The Experience
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.
What You'll Actually Be Doing
- 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
- You have 2+ years of experience in Financial Planning and Analysis (FP&A), Finance and Strategy, Accounting, Operations, or Business Consulting
- You have hands-on experience with advanced Excel, SQL for querying and manipulating large datasets, and data visualization tools such as Tableau or Tableau CRM
- You can explore & apply new Salesforce and Data/AI tools (e.g., Claude, Copilot) to accelerate and solve data, reporting, & business problems
- You have experience presenting analysis and recommendations to senior leadership and both technical and non-technical audiences and experience with enterprise software systems such as Oracle, Concur, Workday, Salesforce, or Coupa
- You have experience with additional data management tools or languages such as Python, Tableau Prep, or Alteryx
- You can demonstrates the ability to dissect and solve problems with a fact-based, data-driven, and creative approach, while managing multiple high-visibility projects and deadlines with urgency and ownership
- You have experience with process optimization, transformation, or automation, including AI tools such as Claude, Gemini, Slackbot, Apromore, or Copilot, for workflow automation or analysis
- You have familiarity with Sarbanes-Oxley (SOX) compliance, including experience as a SOX control owner and familiarity with ASC 606 revenue recognition standards
More about this job
Responsibilities
The analyst will own recurring financial reporting and business intelligence for the Credit and Collections function using tools like Tableau and Snowflake. They will also drive process improvement and automation projects while providing strategic analysis to business leaders.
Requirements
Candidates must have at least 2 years of experience in finance, operations, or business consulting with strong proficiency in SQL and data visualization tools. Experience presenting complex data to senior leadership and familiarity with enterprise software systems is required.
Skills
- Financial Planning and Analysis
- SQL
- Tableau
- Excel
- Data Visualization
- Business Intelligence
- Process Improvement
- Automation
- Forecasting
- Data Storytelling
- Salesforce
- Snowflake
- Financial Reporting
- Workforce Planning
- Data Integrity
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Data & Analytics
- Software
- Consulting
- Management & Leadership
Keywords
- Data and Financial Insights Analyst
- FP&A
- Credit and Collections
- Tableau
- Snowflake
- Salesforce
- SQL
- Business Intelligence
- Automation
- Process Improvement
- Forecasting
- Data Storytelling
- Oracle
- Concur
- Workday
- Coupa
- Python
- Tableau Prep
- Alteryx
- AI Tools
- Claude
- Copilot
- Gemini
- SOX Compliance
- ASC 606
- Revenue Recognition
- KPIs
- Dashboards
- Scorecards
- Software Development