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Salesforce Financial Analyst Jobs (NOW HIRING)

Senior Financial Analyst

Indianapolis, IN ยท On-site

$81K - $101K/yr

Job Category Finance Job Details About Salesforce Salesforce is the #1 AI CRM, where humans with ... As a Senior Financial Analyst, you will play a key role in shaping and executing end-to-end ...

Senior Financial Analyst

Indianapolis, IN ยท Hybrid

$81K - $101K/yr

Job Category Finance Job Details About Salesforce Salesforce is the #1 AI CRM, where humans with ... As a Senior Financial Analyst, you will play a key role in shaping and executing end-to-end ...

Senior Financial Analyst

Atlanta, GA ยท Hybrid

$82K - $102K/yr

Job Category Finance Job Details About Salesforce Salesforce is the #1 AI CRM, where humans with ... As a Senior Financial Analyst, you will play a key role in shaping and executing end-to-end ...

Senior Financial Analyst

Atlanta, GA ยท Hybrid

$82K - $102K/yr

Job Category Finance Job Details About Salesforce Salesforce is the #1 AI CRM, where humans with ... We are looking for a high-impact Senior Financial Analyst to serve as a strategic partner within ...

Senior Financial Analyst

Indianapolis, IN ยท Hybrid

$81K - $101K/yr

Job Category Finance Job Details About Salesforce Salesforce is the #1 AI CRM, where humans with ... We are looking for a high-impact Senior Financial Analyst to serve as a strategic partner within ...

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Showing results 1-20

Salesforce Financial Analyst information

See salary details

$41K

$80.8K

$121K

How much do salesforce financial analyst jobs pay per year?

As of Jun 9, 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 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.

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.

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.

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.
More about Salesforce Financial Analyst jobs
Infographic showing various Salesforce Financial Analyst job openings in the United States as of June 2026, with employment types broken down into 99% Full Time, and 1% Part Time. Highlights an 81% Physical, 8% Hybrid, and 11% Remote job distribution, with an average salary of $80,759 per year, or $38.8 per hour.

Senior Salesforce Engineer- Financial Services Cloud

Midlandsb

Chicago, IL โ€ข On-site

$88K - $130K/yr

Full-time

Medical, Retirement, PTO

Posted 7 days ago


Job description

At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives (i.e. stock awards). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, an Employee Stock Purchase Plan, 401K plan with company match and may include the opportunity to participate in our Non-Qualified Deferred Compensation plan. Incentives and benefits are subject to eligibility requirements.


Salary Range: $88,000-$130,000/annually

Position Summary

This position is responsible for designing, integrating, building, and maintaining Salesforce-based Sales and Financial Services solutions within Midland States Bank. The role ensures scalable, secure, and compliant solutions using the Salesforce Financial Services Cloud platform, supporting business objectives and optimizing system functionality. The Senior Solutions Engineer reports to the Team Lead - Salesforce.

Responsibilities:

  • Design and architect scalable and efficient Salesforce Financial Services Cloud solutions aligned with business needs.
  • Evaluate and recommend technical solutions, including AppExchange products, to enhance functionality.
  • Manage Salesforce system administration: custom objects, fields, layouts, validation rules.
  • Implement automation: workflows, approval processes, and rules to streamline operations.
  • Ensure data governance: audits, data management, and quality standards adherence.
  • Design and execute test plans for solution validation.
  • Lead Salesforce integrations ensuring consistency and information flow across systems.
  • Collaborate with stakeholders to evaluate integration needs and maintain implementations.
  • Provide technical mentorship to junior team members and serve as a subject matter expert.
  • Support automations, workflows, and approvals for Sales Cloud, Service Cloud, and Marketing Cloud.
  • Share best practices, industry trends, and new features with the team and contribute to the development of internal knowledge resources.
  • Stay current on Salesforce updates and industry best practices.
  • Be task-focused and adaptable in a dynamic work environment.
  • Present ideas clearly and concisely to technical and non-technical audiences.
  • The role requires occasional travel for training and team meetings, and willingness to travel periodically, to locations within market as needed.
  • May require work in a Midland office to ensure collaboration and support of internal and external customers.
  • Maintain compliance with all applicable regulations including, but not limited to, the Bank Secrecy Act (BSA).
  • Other duties as assigned.

Requirements:

  • Bachelor's degree in Computer Science, Management Information Systems, Accounting, Finance, or related field.
  • Minimum 7 years of Salesforce experience, including 3+ years with Financial Services Cloud or related financial implementations.
  • Experience with Salesforce Industries OmniStudio and deployment in banking environments.
  • Knowledge of sales and marketing methodologies including account/territory/opportunity management, demand generation, and lead nurturing.
  • Experience with Salesforce tech stack (administration, JavaScript, Lightning Design System, Apex, Visualforce).
  • Experience with analysis/reporting tools such as Salesforce, SAS BI, MS BI, or Tableau.
  • Salesforce certifications (e.g., Admin, Advanced Admin, Platform) preferred.
  • Ability to diagram customer processes and recommend effective changes.
  • Ability to manage multiple priorities in a dynamic, fast-paced environment.
  • Strong communication skills (written, verbal, and presentation).
  • Excellent organizational and time management skills.
  • Salesforce.com or similar CRM proficiency.
  • Understanding of customer and partner relationship strategies.
  • Knowledge of the customer journey and ability to map touchpoints to the sales process.
  • Basic understanding of API and REST.
  • Basic knowledge of database architecture.
  • Experience in ITIL or formal SDLC methodologies.
  • Excellent oral, written, and interpersonal communication skills with the ability to instruct others, interpret documents, and write reports and correspondence.
  • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.

Experience with the sales process, cycles and methodology, including:

  • Familiarity with Salesforce Industries OmniStudio Framework.
  • Experience migrating Salesforce orgs or deploying FSC in a banking or financial institution.
  • Account/territory management
  • Opportunity management
  • Contact management
  • Business development
  • Professional services
  • Partner management
  • Technical consulting
  • Service engineering

Experience with marketing activity, including:

  • Demand generation
  • Lead nurturing
  • Customer profiling
  • Social & digital media
  • Campaign influence tracking

Competencies:

  • Business insight
  • Cultivates innovation
  • Drives results
  • Makes sound decisions
  • Being a brand champion
  • Collaborates
  • Communicates effectively
  • Customer focus
  • Being Authentic
  • Emotional Intelligence
  • Self development
  • Being flexible and adaptable


At Midland States Bank, we believe that when we can bring our whole selves to work each day, we become happier, more comfortable, more confident and more excited to do great things for our customers, each other and our company. We're proud to be an Equal Opportunity and Affirmative Action employer. At Midland, we recruit, employ, train, compensate and promote without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. If you are looking for a place to grow, we encourage you to apply at Midland States Bank, because you belong here.

If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to Midland States Bank Human Resources atHR@midlandsb.com.

Midland States Bank may use automated tools and artificial intelligence ("AI") to assist with recruiting, screening, and hiring decisions. In accordance with the Illinois Human Rights Act (effective January 1, 2026), these tools are designed and monitored to be neutral and job-related, and must not be used in a way that discriminates against applicants or employees based on any protected characteristic.

THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT