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Salesforce Financial Analyst Jobs (NOW HIRING)

Financial Analyst

New York, NY · On-site

$85K - $95K/yr

Analyzing Salesforce data to produce actionable insights, track pipeline performance, and assist ... Understanding key financial and management accounting principles, applying them in practice, and ...

Financial Analyst

Manhattan, NY · On-site

$85K - $95K/yr

Analyzing Salesforce data to produce actionable insights, track pipeline performance, and assist ... Understanding key financial and management accounting principles, applying them in practice, and ...

Financial Analyst

New York, NY · On-site

$85K - $95K/yr

Analyzing Salesforce data to produce actionable insights, track pipeline performance, and assist ... Understanding key financial and management accounting principles, applying them in practice, and ...

Analyzing Salesforce data to produce actionable insights, track pipeline performance, and assist ... Understanding key financial and management accounting principles, applying them in practice, and ...

Financial Analyst

New York, NY · On-site

$85K - $95K/yr

Analyzing Salesforce data to produce actionable insights, track pipeline performance, and assist ... Understanding key financial and management accounting principles, applying them in practice, and ...

Financial Analyst

Manhattan, NY · On-site

$85K - $95K/yr

Analyzing Salesforce data to produce actionable insights, track pipeline performance, and assist ... Understanding key financial and management accounting principles, applying them in practice, and ...

Keep customer, contract, and billing records clean across Tabs, QuickBooks, and Salesforce As you ... The path here is Financial Analyst Senior Financial Analyst, with room to grow into managing a ...

Keep customer, contract, and billing records clean across Tabs, QuickBooks, and Salesforce As you ... The path here is Financial Analyst → Senior Financial Analyst, with room to grow into managing a ...

Salesforce Solutions Architect

Sterling, VA

$68.25 - $84.75/hr

Salesforce Solutions Consultant - Financial Services Location: Sterling, VA (Hybrid - 2-3 days ... Analyze current-state business processes and recommend Salesforce-based solutions. * Translate ...

Proficiency with ERP and financial systems (SAP, S/4 HANA, Salesforce) . * Advanced skills in Microsoft Excel, PowerPoint, and Access . * Experience with SQL, data analysis, reporting tools , and ...

Financial Analyst

New York, NY · On-site

$80K - $95K/yr

This role supports financial and operational decision-making through accurate reporting, variance ... Power BI, Python, SQL, Salesforce, and other analytics platforms are not used for this work. What ...

... Salesforce database Assist in the budget & estimate process Maintain budget and estimate ... financial analysis or cost accounting Accounting/GAAP knowledge Advanced knowledge of Microsoft ...

This role supports financial and operational decision-making through accurate reporting, variance ... Power BI, Python, SQL, Salesforce, and other analytics platforms are not used for this work. What ...

... Salesforce database Assist in the budget & estimate process Maintain budget and estimate ... financial analysis or cost accounting Accounting/GAAP knowledge Advanced knowledge of Microsoft ...

Support Sales Incentive Plan calculations & communication Month-End Reporting & FP&A Discipline ... Knowledge of Salesforce, Glovia ERP, Power BI, Epicor ERP preferable but not essential * Confident ...

Financial Analyst

Cincinnati, OH · On-site

$55K - $70K/yr

Job Title: Financial Analyst Location: [Cincinnati / Hybrid] Department: Finance Reports to ... Salesforce, OneStream, Power BI or similar • What We Offer * Competitive compensation and ...

$80K - $95K/yr

This role supports financial and operational decision-making through accurate reporting, variance ... Power BI, Python, SQL, Salesforce, and other analytics platforms are not used for this work. What ...

Showing results 41-60

Salesforce Financial Analyst information

See salary details

$41K

$80.8K

$121K

How much do salesforce financial analyst jobs pay per year?

As of Sep 13, 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 are popular job titles related to Salesforce Financial Analyst jobs?

For Salesforce Financial Analyst jobs, the most frequently searched job titles are:

Infographic showing various Salesforce Financial Analyst job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $80,759 per year, or $38.8 per hour.

Salesforce Business Analyst

Washington, DC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 18 days ago


Cognizant rating

7.0

Company rating: 7.0 out of 10

Based on 87 frontline employees who took The Breakroom Quiz


Job description

Salesforce Business Analyst
As a Salesforce Business Analyst, you will make an impact by translating banking and financial services requirements into scalable Salesforce FSC solutions. You will work closely with stakeholders, product owners, and delivery teams to drive successful program outcomes.
In this role, you will:
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  • Gather, analyze, and document business requirements for FSC implementations.
  • Define user stories, business processes, and functional specifications.
  • Support backlog grooming, sprint planning, UAT, and production readiness activities.
  • Facilitate workshops and requirements discovery sessions.
  • Collaborate with stakeholders to ensure business needs are effectively translated into Salesforce solutions.
Work Model
We believe hybrid work is the way forward as we strive to provide flexibility wherever possible. Based on this role's business requirements, this is a hybrid position requiring onsite presence in Washington, DC. Regardless of your working arrangement, we are here to support a healthy work-life balance through our various wellbeing programs.
What you need to have to be considered
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  • 6-10 years of Business Systems Analyst experience.
  • Salesforce Financial Services Cloud (FSC) experience.
  • Banking or Financial Services industry experience.
  • Strong requirements gathering, process mapping, and Agile methodology experience.
  • Experience creating user stories and functional specifications with strong stakeholder management skills.
These will help you stand out
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  • Salesforce Administrator Certification.
  • Experience using Jira and Agile delivery tools.
  • Exposure to Wealth Management, Retail Banking, or Commercial Banking programs.
  • Knowledge of Client Onboarding and KYC/AML processes.
  • Experience with Omnistudio, Agentforce, and AI-enabled Salesforce capabilities.

Applications will be accepted until 9/20/2026.
Please note, this role is not able to offer visa transfer or sponsorship now or in the future.
Salary and Other Compensation
The annual salary for this position is between $83,000p.a - $125,000 depending on experience and other qualifications of the successful candidate. This position is also eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans.
Cognizant offers the following benefits:
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  • Medical/Dental/Vision/Life Insurance
  • Paid holidays plus Paid Time Off
  • 401(k) plan and contributions
  • Long-term/Short-term Disability
  • Paid Parental Leave
  • Employee Stock Purchase Plan

Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
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About Cognizant:
Cognizant (Nasdaq: CTSH) is an AI Builder and technology services provider, bridging the gap between AI investment and enterprise value by building full-stack AI solutions for our clients. Our deep industry, process and engineering expertise enables us to build an organization's unique context into technology systems that amplify human potential, drive tangible outcomes and keep global enterprises ahead in a fast-changing world. See how at cognizant.ai or @cognizant.
Additional employment information
Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.
Cognizant is an equal opportunity employer. Your application and candidacy will not be considered based on race, color, sex, religion, creed, sexual orientation, gender identity, national origin, disability, genetic information, pregnancy, veteran status or any other characteristic protected by federal, state or local laws.
If you have a disability that requires reasonable accommodation to search for a job opening or submit an application, please email [email protected] for roles based in the Americas or [email protected] for roles based in India.

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