Salesforce Financial Analyst Jobs (NOW HIRING)

Description

The primary focus of this position is to support the business with ongoing reporting and analytics, and to equip leadership with key insights and forecasts for critical decision-making. This includes maintenance and development of existing financial models and systems, supporting the annual budget cycle, and providing analysis on financial trends and areas for process efficiency. This role will include exposure to various departments of the business and will partner closely with the Finance Manager to provide management with actionable insights.

Core Responsibilities:

Financial Reporting & Analysis (25%)

• Maintain and improve recurring financial reports on a weekly and monthly cadence, including forecasts, budget-to-actuals, and management reporting packages
• Partner with Accounting for month-end close accuracy and timely reporting
• Prepare commentary and analysis to support presentation of financial results and forecasts to internal and external leadership
• Support ad hoc data requests, scenario analyses, and special projects as assigned by the Finance Manager

Forecast & Modeling Development (25%)

• Maintain existing financial models, including revenue, headcount, cash flow and other miscellaneous forecasting models
• Partner with Finance Manager in new financial model development and improvements to existing models

Systems, Data & Process (25%)

• Pull, reconcile, and analyze data from NetSuite, Salesforce, Paylocity, and other systems to support accurate and timely reporting
• Identify and flag opportunities to improve reporting efficiency and automation to reduce manual effort in recurring financial processes

Business Partnership & Decision Support (15%)

• Perform budget vs. actual variance analyses with written commentary to support financial reviews and decision making
• Prepare and distribute ad hoc requests for reports and analyses from various business partners

Financial Planning & Budgeting (10%)

• Support the annual budget and monthly forecast processes through data consolidation, model building and maintenance, and trend analysis
• Prepare commentary and analysis to support presentation of consolidated budget to internal and external leadership

Role Boundaries & Interfaces Internal Interfaces: 

• Finance Manager, Accounting, internal leadership, and various business partners/departments across the organization External Interfaces: External leadership 
• Decision-Making Authority: Maintain and improve recurring financial reports, pull and reconcile system data, perform variance analyses, and prepare ad hoc reports independently 
• Escalation Points: Finance Manager for special projects, new financial model development, and overall strategic direction

Success Metrics / KPIs: 

• Accurate and timely weekly and monthly financial reporting, forecasts, and budget-to-actuals
• Successful maintenance and development of financial, revenue, headcount, and cash flow models
• Improved reporting efficiency and automation to reduce manual effort in recurring financial processes
• Timely delivery of ad hoc data requests, scenario analyses, and variance analyses with actionable commentary
• Seamless execution and support of the annual budget and monthly forecast processes

Requirements

 ESSENTIAL APPLICATIONS EXPERIENCE:

• Microsoft Excel (advanced proficiency required)
• NetSuite, Salesforce, Tableau, and/or Paylocity (preferred)

EDUCATION AND QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Required Education And Experience

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• 0-4 years of relevant experience in finance, accounting, or a related field
• Strong proficiency in Microsoft Excel, including pivot tables, VLOOKUP/INDEX-MATCH, and basic financial modeling
• High attention to detail, strong organizational and analytical skills, and ability to manage and meet recurring deadlines
• Effective written and verbal communication skills; comfortable presenting financial data clearly and concisely
• Ability to work independently in a fast-paced environment with strong self-motivation and follow-through on deliverables

Preferred Skills and Abilities

• Exposure to SaaS metrics and subscription-based business models (ARR, NRR, churn, CAC, LTV)
• Familiarity with ERP/Financial systems such as NetSuite, Salesforce, Tableau, and/or Paylocity
• Strong understanding of GAAP and basic Accounting/Financial concepts
• Experience in a fast-paced, high-growth technology or software company

Salary Range: $65,000 - $75,000 base salary (California-based), $55,000 - $65,000 base salary (Colorado-based), depending on experience and location.

For applicants located in California, the expected base salary range for this full-time role is $65,000 - $75,000 per year. Final compensation offered within this range depends on factors such as candidate experience, skills, location, and relevant qualifications. This range reflects base salary only and does not include total compensation (e.g., benefits, bonuses, or equity). Salary ranges may vary for candidates located outside of California. 

Full-Time Employee Benefits:

75% monthly medical, dental, vision, disability, and life insurance premium coverage via Anthem Blue Cross with 2 HMO options (where available) and 2 PPO options. FSA, STD, LTD, and other voluntary plans available. Coverage extends to employee, spouse, registered domestic partner, and dependent children.

401k with 3% Rently match

Paid time off

Sick time off

Partial gym membership reimbursement

Partial pet insurance reimbursement

Career growth opportunities

Professional development opportunities

Work related travel opportunities (dependent on role)

Company gatherings & team events

And more!

Rently is an ISO 27001 and PIMS 27701 Certified Organization

By applying to this role, you confirm you are legally authorized to work in the United States. Rently US does not provide sponsorship.