Note: The job is a remote job and is open to candidates in USA. Salesforce Masters helps organizations improve Salesforce ecosystems, business processes, systems, data, and operational efficiency. The Finance & RevOps Systems Analyst will optimize Finance and Revenue Operations systems, reporting, forecasting, data quality, integrations, and process automation while providing actionable insights to business and leadership teams.
Responsibilities
- Analyze and improve financial and revenue-related processes
- Support budgeting, forecasting, reporting, and variance analysis
- Monitor key revenue and financial metrics and identify trends or inconsistencies
- Improve visibility into pipeline, bookings, billings, revenue, and customer performance
- Partner with Finance and RevOps teams to improve operational efficiency and reporting accuracy
- Work with Salesforce and other business systems to support Finance and Revenue Operations
- Develop and maintain reports, dashboards, workflows, and data processes
- Help ensure Salesforce data is accurate, complete, and aligned with financial reporting requirements
- Support integrations between Salesforce, accounting, billing, FP&A, and analytics platforms
- Translate business requirements into system and reporting solutions
- Build and maintain financial and operational dashboards
- Analyze large datasets to identify trends, discrepancies, and opportunities
- Reconcile data between CRM, financial, and operational systems
- Establish data-quality controls and standardized reporting processes
- Develop KPI reporting for Finance, Sales, RevOps, and leadership
- Support revenue forecasting and financial planning
- Build and maintain forecasting models using historical and operational data
- Analyze forecast accuracy and investigate significant variances
- Support scenario analysis and long-term planning
- Provide insights that help leadership make informed business decisions
- Identify manual and repetitive workflows that can be automated
- Improve data flows and processes across Finance, Salesforce, and RevOps
- Partner with technical teams to implement system improvements and integrations
- Help reduce manual reporting and data-entry requirements
- Document processes and establish scalable operating procedures
- Work closely with Finance, Sales, Revenue Operations, Salesforce, and Operations teams
- Gather business requirements and translate them into analytical or technical solutions
- Support system implementations, testing, and process changes
- Communicate findings and recommendations to stakeholders and leadership
Skills
- 3+ years of experience in Finance, Revenue Operations, Financial Analysis, Business Systems, Sales Operations, Business Intelligence, or a related field
- Hands-on experience with Salesforce or another CRM platform
- Strong Excel or Google Sheets skills
- Experience with financial reporting, forecasting, and data analysis
- Experience building dashboards, reports, and KPI frameworks
- Strong understanding of business processes and data flows
- Ability to identify data-quality issues and solve complex analytical problems
- Experience working across Finance, Sales, Operations, and Technology teams
- Strong communication and stakeholder-management skills
- Bachelor's degree in Finance, Accounting, Economics, Business, Information Systems, Data Analytics, or a related discipline
- Salesforce Administrator certification or strong Salesforce experience
- Experience with Salesforce Sales Cloud, Revenue Cloud, CPQ, or related products
- Experience with financial or ERP systems such as NetSuite, QuickBooks, Xero, or similar platforms
- Experience with Power BI, Tableau, Looker, or other BI tools
- SQL experience and familiarity with databases
- Experience with Salesforce integrations, APIs, or data pipelines
- Knowledge of SaaS and recurring-revenue metrics such as ARR, MRR, ACV, churn, retention, and expansion revenue
- Experience with FP&A, budgeting, forecasting, and revenue analytics
- Experience with automation platforms such as Zapier, Workato, or Make
- Experience in SaaS, consulting, professional services, technology, or other data-driven environments
Benefits
- Performance-based bonus
- 100% remote work
- Health, dental, and vision insurance
- 401(k) plan
- Paid time off and company holidays
- Professional development opportunities
- Access to Salesforce, financial, analytics, and business-intelligence tools
- Direct exposure to Finance, Revenue Operations, and senior leadership
- Opportunity to improve and scale critical business systems and processes
- High level of ownership and autonomy
- Collaborative, technology-focused environment
Company Overview