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Salesforce Financial Analyst Jobs (NOW HIRING)

Maxcess International

Senior Financial Analyst

Eureka, MO · On-site

$80K - $100K/yr

The Senior Financial Analyst will serve as a key finance partner to the Americas Go-To-Market ... Leverage Salesforce data to analyze pipeline, bookings, conversion rates, and forecast accuracy

RXinsider LTD.

Senior Financial Analyst

Waltham, MA · On-site

$115 - $125/hr

Utilize Workday Adaptive, NetSuite, Salesforce, and related business intelligence tools to support ... Mentor Financial Analysts and support adoption of financial planning and reporting best practices ...

Robert Half

Sr. Financial Analyst

Birmingham, MI · On-site

$52.25 - $60.50/hr

We are looking for a Sr. Financial Analyst to join a Contract assignment based in Birmingham ... Salesforce to strengthen reporting quality and efficiency. * Balance independent ownership of ...

Maxcess International

Senior Financial Analyst

Eureka, MO · On-site

$80K - $100K/yr

The Senior Financial Analyst will serve as a key finance partner to the Americas Go-To-Market ... Leverage Salesforce data to analyze pipeline, bookings, conversion rates, and forecast accuracy

WillScot

Senior Collections Financial Analyst

Buckley, WA · On-site

$96K - $120K/yr

The Senior Financial Analyst provides strategic financial analysis, performance reporting, and ... Experience using enterprise systems and analytics platforms, including SAP, Salesforce, Power BI ...

mytfcuhr

Salesforce Administrator III/SR

Oklahoma City, OK · On-site +1

$131K - $163K/yr

Financial institution experience is preferred. Sr Level: Requires seven years of progressively ... Strong analytical, problem-solving, and communication skills, with the ability to explain technical ...

WillScot

Senior Collections Financial Analyst

Scottsdale, AZ · On-site

$83K - $103K/yr

The Senior Financial Analyst provides strategic financial analysis, performance reporting, and ... Experience using enterprise systems and analytics platforms, including SAP, Salesforce, Power BI ...

WillScot

Senior Collections Financial Analyst

Buckley, WA · On-site

$96K - $120K/yr

... SAP, Salesforce, Power BI, Tableau, Sigma, Planful, and related systems). Partner with IT and ... financial analysis, analytics, or business intelligence roles, preferably within Credit ...

o9 Solutions, Inc.

WI · On-site

$84.90 - $116.73/hr

Proficiency in PowerPoint or Google Workspace; familiarity with BI tools, CRM systems (Salesforce) or SQL is a plus. * Bachelor's degree in Finance, Economics, Business or a related analytical field.

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Salesforce Financial Analyst information

See salary details

$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.

Financial Analyst - Supplier Management

Watsco, Inc.

FL • On-site

Full-time

Re-posted 22 days ago

Watsco rating

6.3

Company rating: 6.3 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

324th of 423 rated retail wholesalers

Job description

Watsco Inc. is a member of the Fortune 500, and the largest distributor of air conditioning, heating and refrigeration equipment and related parts and supplies in the HVAC/R distribution industry. We sell over 1.2M HVAC/R units every year through our 673 locations where more than 6,900 team members bring essential, sustainable comfort to families and businesses across the Americas.
At Watsco, we recognize our responsibility to help drive the transition to a lower carbon future. That's why we are committed to providing high efficiency, low carbon HVAC equipment and energy-saving parts and supplies to households and businesses across the Americas. Since January 2020, Watsco's sales of high efficiency equipment has reduced future CO2e emissions by over 14.7 M MT.
Learn more about our impact and how you can become part of this transformation at www.watsco.com/environment
We are actively looking to add a financial analyst to work with our Supplier Management team.
Key Responsibilities:
  • Ensure data integrity and accuracy by regularly conducting reviews, audits and validation of supplier financial data within Watsco systems.
  • Collaborate with IT to enhance and optimize the use of Watsco applications in managing supplier data and financial processes.
  • Support the integration of supplier management data with other Watsco systems, such as ERP platforms, to streamline Watsco operations.
  • Assist with the forecasting process by providing financial data analyses and insights derived from Watsco applications.
  • Participate in cross-functional projects that require the use of all Watsco software tools to improve supplier collaboration, performance tracking, and cost and ROI management.

Other Responsibilities:
  • Software tools - Use Salesforce, Enable, PriceFX, MicroStrategy, and Excel to collect, analyze, and manage supplier and financial data. Excel skills include creating pivot tables, VLOOKUPs, macros, and complex formulas.
  • KPIs - Create and maintain KPIs for tracking supplier rebates, ensuring accurate accruals, and forecasting financial outcomes.
  • Data analysis - Use BI, Enable, and similar tools for data visualization to create dashboards and reports that provide insights into supplier financial performance and rebate management.
  • Document management - Create solutions for document management and collaboration across procurement, finance, and accounting departments.
  • Reporting - Prepare financial analyses and reports using Microsoft Office tools, ensuring clear communication of rebate status and financial impact to stakeholders.
  • Business process development - Develop and document processes using Enable & Salesforce for standardizing rebate accounting procedures.
  • Drive collaboration - Train procurement and accounting staff on BI, Enable & Salesforce applications related to rebate management and financial analysis.

Requirements:
  • Bachelor's degree in finance, accounting, or business administration
  • 2+ years of finance or accounting experience at a large company
  • Experience in distribution or working with vendors is strongly preferred

What Watsco employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Watsco

Sourced by ZipRecruiter

Watsco is a leading distributor of heating, ventilation, and air conditioning (HVAC) equipment and related products in the United States. With a rich history dating back over six decades, Watsco has built a strong reputation as a reliable and trusted supplier within the HVAC industry. As a company, Watsco is committed to providing high-quality products and exceptional customer service. Watsco offers a comprehensive range of HVAC equipment and components, including air conditioners, furnaces, compressors, thermostats, and ventilation systems. Through strategic partnerships with renowned manufacturers, Watsco ensures access to a diverse and top-tier product portfolio, catering to both residential and commercial markets.

Industry

Manufacturing

Company size

5,001 - 10,000 Employees

Headquarters location

Coral Gables, FL, US

Year founded

1956

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