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Partner, The Panel, Executive Search & Selection
Salesforce & FP&A Lead - Senior BI and Data Analyst
We are seeking a Dual Salesforce & FP&A Lead to enhance our Salesforce platform, lead forecasting and KPI reporting, and drive data analytics using Tableau and Power BI.
Reporting to the CFO and working closely with the key Business Partners, you will provide data-driven insights and support the integration of new acquisitions into Salesforce. In this role you will:
* Collaborate with key stakeholders to provide data-driven insights, work with third-party vendors on large-scale Salesforce projects, and ensure strong governance while prioritising initiatives based on cost-benefit analysis.
Key Responsibilities:
* Maintain and develop the Salesforce platform, ensuring best practices and system performance.
* Configure Salesforce (custom objects, workflows, automation, security profiles, integrations).
* Define and implement a Salesforce platform roadmap, prioritising initiatives with stakeholders.
* Oversee integrations with NetSuite, Mulesoft, and third-party tools.
* Lead forecasting and KPI reporting, delivering insights via Tableau and Power BI.
Skills & Qualifications:
* Over 10+ years in Data Analytics, financial planning, forecasting and reporting with strong Salesforce Administrator background (Cert is desirable) with a degree in Business, IT, Finance, or related field.
* Strong expertise in Salesforce configuration, security, workflows, Process Builder, and Flow.
* Experience with Tableau, Power BI, and financial/operational data analytics.
* Excellent stakeholder management and communication skills.
* Experience with integration tools; previous integration with NetSuite ERP would be a plus.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Consulting, Finance, and Information Technology
Industries
Services for Renewable Energy and Utilities
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