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Salesforce Financial Analyst Jobs (NOW HIRING)

Apptad, Inc.

Salesforce Technical Architect

Tysons, VA · On-site

$69.75 - $86.50/hr

Banking / Financial Services This role requires hands-on Salesforce Financial Services Cloud (FSC ... Experience working with Salesforce Data Cloud (CDP) for customer insights and analytics. 4. AI ...

Chabez Tech LLC

Salesforce Tech Lead

Malvern, PA · On-site

$54.50 - $72/hr

Salesforce Financial Services Cloud (FSC) Accredited Professional, Salesforce Certified Application ... Collaborate with business analysts, architects, and product owners to translate business ...

New

AlgoBrain Inc

Salesforce Consultant

Brooklyn, NY · On-site

$70 - $80/hr

... Salesforce Financial Service Cloud, Sales Cloud and Marketing Cloud Help build Salesforce ... analysis of platform/governor limits Work in an agile environment with a team of developers ...

Hermitage Infotech

Salesforce Architect

Atlanta, GA · On-site

$66.25 - $82.25/hr

Highly strategic and technically proficient Salesforce Financial Services Cloud (FSC) Architect to ... Salesforce FSC, Experience Cloud, CRM Analytics, Service Cloud, Sales Cloud. • Security:

AlgoBrain Inc

Salesforce Consultant

Brooklyn, NY · On-site +1

$70 - $80/hr

... Salesforce Financial Service Cloud, Sales Cloud and Marketing Cloud • Help build Salesforce ... analysis of platform/governor limits • Work in an agile environment with a team of developers ...

ijetconnect

Financial Analyst

Boca Raton, FL

The Financial Analyst (Entry-Level) is responsible entering and tracking client engagements into ... Salesforce, Concur) to include building Jobs, Customers, Bill Codes, etc. * Provide as needed ...

ijetconnect

Financial Analyst

Boca Raton, FL

The Financial Analyst (Entry-Level) is responsible entering and tracking client engagements into ... Salesforce, Concur) to include building Jobs, Customers, Bill Codes, etc. * Provide as needed ...

ijetconnect

Financial Analyst

Boca Raton, FL

The Financial Analyst (Entry-Level) is responsible entering and tracking client engagements into ... Salesforce, Concur) to include building Jobs, Customers, Bill Codes, etc. * Provide as needed ...

Rently

Financial Analyst

Camarillo, CA · On-site

$65K - $75K/yr

Financial Reporting & Analysis (25%) * Maintain and improve recurring financial reports on a weekly ... Pull, reconcile, and analyze data from NetSuite, Salesforce, Paylocity, and other systems to ...

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Salesforce Financial Analyst information

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$41K

$80.8K

$121K

How much do salesforce financial analyst jobs pay per year?

As of Aug 22, 2026, the average yearly pay for salesforce financial analyst in the United States is $80,759.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,000.00 and $102,500.00 per year, depending on experience, location, and employer.

What is a Salesforce Financial Analyst?

A Salesforce Financial Analyst is a professional who specializes in using Salesforce, a leading customer relationship management (CRM) platform, to analyze financial data and support business decision-making. They leverage Salesforce tools to manage and interpret financial information, generate reports, forecast trends, and provide actionable insights to optimize financial performance. These analysts often work closely with finance, sales, and IT teams to ensure data accuracy and streamline financial processes within the Salesforce ecosystem.

How does a Salesforce Financial Analyst typically collaborate with other departments to drive business performance?

A Salesforce Financial Analyst frequently works cross-functionally with sales, marketing, and IT teams to analyze financial data, generate insightful reports, and recommend strategies that support business growth. Collaboration often involves participating in meetings to understand departmental needs, translating business objectives into actionable Salesforce dashboards, and ensuring that financial metrics align with company goals. This role is integral in bridging the gap between technical Salesforce capabilities and financial decision-making, making strong communication and teamwork skills essential.

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

To thrive as a Salesforce Financial Analyst, you need a strong background in financial analysis, data interpretation, and business acumen, typically supported by a degree in finance, accounting, or a related field. Experience with Salesforce CRM, financial modeling tools, and advanced Excel, along with certifications such as Salesforce Administrator or Salesforce Financial Services Cloud, are highly valued. Exceptional attention to detail, analytical thinking, and effective communication enable you to present actionable insights and collaborate with cross-functional teams. These skills are crucial for optimizing financial processes, ensuring accurate reporting, and supporting data-driven decision-making within organizations leveraging Salesforce.

What is the difference between Salesforce Financial Analyst vs Salesforce Business Analyst?

CriteriaSalesforce Financial AnalystSalesforce Business Analyst
Required CredentialsFinance or accounting degree, Salesforce certificationsBusiness analysis, Salesforce certifications
Work EnvironmentFinance teams, financial planning departmentsBusiness units, project teams
Employer & Industry UsageFinance, banking, corporate sectorsIT, consulting, corporate sectors
Common Search & ComparisonFinancial analysis, Salesforce finance rolesBusiness process, Salesforce projects

The main difference is that a Salesforce Financial Analyst focuses on financial data, budgeting, and reporting within Salesforce, often requiring finance credentials. In contrast, a Salesforce Business Analyst concentrates on analyzing business processes, gathering requirements, and implementing Salesforce solutions to improve operations. Both roles utilize Salesforce certifications and work in similar environments but serve different organizational functions.

Are Salesforce Financial Analyst jobs still in demand?

Salesforce Financial Analyst roles remain in demand due to the ongoing need for financial analysis and CRM system expertise in organizations. Candidates with skills in Salesforce, data analysis, and financial modeling are sought after, especially as companies continue to adopt cloud-based solutions and digital transformation strategies.
More about Salesforce Financial Analyst jobs

What job categories do people searching Salesforce Financial Analyst jobs look for?

The top searched job categories for Salesforce Financial Analyst jobs are:

Salesforce Financial Analyst jobs near you
Infographic showing various Salesforce Financial Analyst job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $80,759 per year, or $38.8 per hour.

Senior Business Analyst, Salesforce

Talcott Financial Group

Hartford, CT • On-site

$90K - $110K/yr

Full-time

Posted 3 days ago

New

Job description

Talcott Financial Group* is an international life insurance group and the industry's trusted partner for comprehensive risk solutions. Talcott creatively designs and expertly delivers responsive solutions that transfer risk and manage capital in a way that supports the strategic needs of insurers today and into the future.
Talcott Financial Group has a proven track record of well-executed transactions, and the enterprise benefits from its strong financial position with over $130 billion in assets under management, its investment-grade financial strength ratings, and its partnership with Sixth Street, a leading global investment firm.
Talcott Financial Group's two core business platforms include: U.S. based Talcott Resolution and Bermuda and Cayman based Talcott Re.
Overview:
The Senior Business Analyst for Retail requires deep understanding of the Annuities value chain and deep understanding and work experience in Salesforce Financial Services Cloud. This individual is a key contributor within the IT organization, operating as advisor to business leaders and key partners. This role is accountable for translating business strategy into technology-enabled solutions, driving alignment across stakeholders, and ensuring delivery of initiatives that generate measurable business value. This position serves as the Salesforce Financial Services Cloud (FSC) subject-matter expert, partnering with business and delivery teams to shape, configure, and deliver CRM capabilities that support Talcott's retail annuity operations.
The selected candidate will work independently supporting cross-functional efforts to influence decision-making and ensure adherence to enterprise standards. Our selected candidate shall work out of our Hartford, CT. office on a hybrid schedule. Remote work arrangements will be considered.
Responsibilities:
  • Ensure business requirements and solutions are designed with flexibility, scalability, and future-state adaptability in mind.
  • Lead requirements gathering, business process analysis, and participate in solution design, and testing for complex initiatives working closely with cross functional and the vendor teams.
  • Serve as a liaison between business stakeholders and IT teams to ensure clarity, alignment, and successful delivery.
  • Perform data analysis to trace and validate annuity data across upstream, administration, and downstream systems, identifying root causes of issues and gaps.
  • Translate business questions into data-driven insights, connecting system behavior back to annuity processes and outcomes.
  • Identify opportunities for process optimization, automation, and efficiency improvements.
  • Facilitate workshops, stakeholder meetings, and working sessions to drive alignment, gather requirements, and support informed decision-making.
  • Elicit, analyze, and document business requirements for Salesforce Financial Services Cloud, translating them into user stories, process flows, and functional specifications.
  • Analyze and map data flows between Salesforce and upstream and downstream systems to support integrations, data migration, and reporting.
  • Partner with Internal Sales team, Salesforce administrators, developers, and configuration teams to design, configure, and validate FSC solutions.
  • Lead user acceptance testing (UAT), support release management, and ensure Salesforce solutions meet business, security, and regulatory requirements.

Qualifications:
  • Bachelor's Degree in business, Information Technology, or a related field; advanced degree preferred.
  • Minimum of 5 years of experience in business consulting, business analysis or a related IT function
  • Experience in the financial services industry, insurance, wealth management and/or annuity domains is strongly preferred
  • Minimum of 3 years of hands-on business analysis experience with Salesforce, including at least 2 years supporting Salesforce Financial Services Cloud (FSC).
  • Demonstrated experience with Salesforce FSC, data model and core objects and standard Salesforce configuration such as flows, validation rules, reporting and dashboards
  • Salesforce certification is strongly preferred (e.g., Salesforce Certified Administrator, Salesforce Certified Business Analyst, and/or Financial Services Cloud Accredited Professional)
  • Experience integrating Salesforce with other enterprise systems, familiarity with data migration, APIs, and integration concepts
  • Proven experience translating business terminology into technical requirements.
  • Experience with life and annuity policy administration system(s) is a plus
  • Ability to navigate various applications, understand system boundaries, and contribute to scalable, modular solutions
  • Proven ability to influence stakeholders and support strategic decision-making.
  • Experience operating in environments with formal governance, risk, and control frameworks
  • Strong understanding of business process requirements and solution delivery methodologies (e.g., Agile, Waterfall, or hybrid)

Key Competencies:
  • Strategic thinking and problem-solving
  • Strong communication and stakeholder management skills
  • Ability to translate business needs into technical requirements
  • Analytical mindset with attention to detail
  • Leadership and mentoring capabilities
  • Change management and organizational awareness
  • Collaboration and cross-functional partnership
  • Salesforce Financial Services Cloud platform expertise
  • Requirements documentation (user stories, process flows, and functional specifications)

Compensation:
This range represents the minimum and maximum annual base salary we reasonably expect to pay for this role at the time of posting. The actual base pay could vary and may be above or below the listed range. The base pay is based on factors including but not limited to experience, competence, and demonstration of proficiencies essential for the role. The base pay is just one component of Talcott's total annual compensation for employees. Other compensation may include annual bonuses, long-term incentives and recognition.
*This role is not eligible for visa sponsorship. Applicants must be authorized to work in the United States on a full-time basis without current or future visa sponsorship.
**Talcott Financial Group is an equal employment employer. All qualified applicants will receive consideration without regard to race, color, sex, religion, age, national origin, disability, veteran status, sexual orientation, gender identity or expression, marital status, ancestry or citizenship status, genetic information, pregnancy status or any other characteristic protected by law. Talcott Resolution maintains a drug-free workplace. For more information regarding our Privacy Policy, please go to https://talcott.com/onlineprivacypolicy/onlineprivacypolicy.html

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