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Financial Operations Consultant Jobs (NOW HIRING)

Salesforce, Inc.

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Agentic Business Consultant, Agentforce Process Automation The Agentic Operations and Intelligence ... Financial Services, Healthcare & Life Sciences, Supply Chain, or Public Sector - Familiarity with ...

First Horizon

HR Operations Consultant

Charlotte, NC · On-site

The HR Operations Consultant owns the operational infrastructure of EWG-driving project execution ... Experience in a regulated industry, preferably financial services; absolute discretion with ...

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Financial Operations Consultant information

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How much do financial operations consultant jobs pay per hour?

As of Jul 2, 2026, the average hourly pay for financial operations consultant in the United States is $24.73, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $21.63 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Financial Operations Consultant, and why are they important?

To excel as a Financial Operations Consultant, you need strong analytical abilities, in-depth knowledge of financial processes, and a relevant degree such as finance, accounting, or business. Familiarity with ERP systems (like SAP or Oracle), advanced Excel skills, and professional certifications such as CFA or CPA are often expected. Exceptional communication, problem-solving, and project management skills help you effectively advise clients and drive operational improvements. These competencies are crucial for optimizing financial workflows, ensuring compliance, and delivering measurable value to organizations.

What are Financial Operations Consultants?

Financial Operations Consultants are professionals who analyze, design, and improve the financial processes of organizations. They work to optimize financial systems, ensure regulatory compliance, and enhance the efficiency of operations such as budgeting, accounting, reporting, and internal controls. Their role often involves collaborating with various departments to identify inefficiencies, implement best practices, and support strategic financial decision-making. Ultimately, they help organizations achieve better financial performance and risk management.

How does a Financial Operations Consultant typically collaborate with other departments within an organization?

A Financial Operations Consultant frequently works cross-functionally, partnering with departments such as accounting, IT, procurement, and senior management. Their role often involves analyzing financial processes, identifying inefficiencies, and recommending improvements that require input and cooperation from multiple teams. Regular meetings, workshops, and data-sharing sessions are common, as consultants need a holistic view of operational workflows and financial data to craft effective solutions. Strong communication and stakeholder management skills are essential for facilitating these collaborations and ensuring recommendations are successfully implemented.

What is the difference between Financial Operations Consultant vs Financial Analyst?

AspectFinancial Operations ConsultantFinancial Analyst
CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA beneficialBachelor's degree in finance, accounting, or related field; CFA often preferred
Work EnvironmentConsulting firms, corporate finance departments, project-based settingsCorporate finance teams, investment firms, banks
Employer & Industry UsageUsed across industries for process improvement and financial strategyPrimarily in investment, banking, and corporate finance sectors
Common Search & ComparisonOften compared for financial process optimization rolesCompared for financial data analysis and reporting roles

The main difference is that Financial Operations Consultants focus on optimizing financial processes and advising organizations on financial strategies, often working on a project basis. Financial Analysts primarily analyze financial data to support decision-making within organizations. Both roles require similar educational backgrounds and certifications but differ in their core responsibilities and work environments.

More about Financial Operations Consultant jobs
What cities are hiring for Financial Operations Consultant jobs? Cities with the most Financial Operations Consultant job openings:
What job categories do people searching Financial Operations Consultant jobs look for? The top searched job categories for Financial Operations Consultant jobs are:
What are popular job titles related to Financial Operations Consultant jobs? For Financial Operations Consultant jobs, the most frequently searched job titles are:
Financial Operations Consultant jobs near you
Infographic showing various Financial Operations Consultant job openings in the United States as of June 2026, with employment types broken down into 99% Full Time, and 1% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $51,445 per year, or $24.7 per hour.
Agentic Operations Consultant

Agentic Operations Consultant

Salesforce, Inc.

San Francisco, CA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 15 days ago

Salesforce rating

8.0

Company rating: 8.0 out of 10

Based on 57 frontline employees who took The Breakroom Quiz

96th of 202 rated software companies

Job description

To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.

Job Category

Sales

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.

Applications for this position will be accepted on an ongoing basis.
Agentic Business Consultant, Agentforce Process Automation

The Agentic Operations and Intelligence Consultant is the primary strategic driver for go-to-market motion for our Agentforce process automation (Regrello). You will own the end-to-end value narrative-from initial discovery and use-case roadmapping to the delivery of high-stakes Proof of Concept (POC) engagements that prove the transformative power of these solutions.
The Business Consultant is not just a technical resource; it is Strategic Deal Execution. You will partner with Account Executives to lead deep discovery, identify high-value transformation opportunities across back-office business functions (Supply Chain, Finance, etc.), and prove the value of the "Agentic Enterprise." You own the value narrative-from the first pitch and process discovery to the delivery of high-stakes Proof of Concept (POC) engagements that secure the win.

Key Responsibilities

Strategic Value Selling: Serve as the primary solution leader on complex deals. You will pitch the vision of autonomous business processes and define the multi-year value roadmap for our most strategic customers.

Value Architecting: Define and pitch a multi-year "Value Roadmap" for customers, moving beyond a single use case to show how Agentforce can transform their entire operations.

Executive Influence: Act as the primary subject matter expert (SME) in C-suite presentations, translating technical "Agentic" capabilities into business outcomes like working capital optimization and risk mitigation.

Solution Proof & Validation: Lead and manage 4-5 week POC engagements. While you will build, the focus is on proving the business case and securing technical buy-in to close the deal.

Cross-Functional GTM Strategy: Partner with Product and Engineering to provide real-world feedback, ensuring the Regrello roadmap aligns with the "big rock" problems you are solving in the field.

Quota Ownership: Drive revenue growth as part of a commissionable team, taking accountability for deal velocity and win rates within the Regrello/Apromore portfolio.

Experience/Skills Required

- 10+ years of relevant experience in one or more of the following: Technical Sales, Solutions Engineering, Business Value Consulting, or Technology Consulting

- Deep industry experience in one of the following: Financial Services, Healthcare & Life Sciences, Supply Chain, or Public Sector

- Familiarity with supply chain management, financial services, or workflow automation platforms

- Master of Discovery: Proven ability to lead "whiteboard" sessions that challenge a customer's current state and build a compelling vision for a future state.

- Technical Fluency: Ability to "roll up sleeves" and configure solutions (POCs) using no-code tools, but always through the lens of solving a specific business problem.

- Executive Presence: Exceptional ability to communicate complex AI and automation concepts to stakeholders ranging from Warehouse Managers to Chief Supply Chain Officers.

- Ability to thrive in an agile, fast-scaling environment - often operating as the subject matter expert on a cross-functional deal team

- Experience working in or alongside quota-carrying roles with MBO or KSO-based incentive structures

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 andbe your best, and our AI agents accelerate your impact so you cando 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.Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.At Salesforce, we believe in equitable compensation practices that reflect the dynamic nature of labor markets across various regions. The typical base salary range for this position is $134,750 - $244,510 annually There is a different range applicable to specific work locations. In California and New York, and select cities in the metropolitan areas of Boston, Chicago, Seattle, and Washington DC, the base pay range for this role in those locations is $148,190 - $269,080 per year. Your recruiter can share more about the specific salary range for the job location during the hiring process. The range represents base salary only, and does not include company bonus, incentive for sales roles, equity or benefits, as applicable.

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