Salesforce BI & Financial Lead
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 the key stakeholders to provide data-driven insights, will work with third-party vendors on large-scale Salesforce projects and ensure strong governance and prioritise initiatives based on cost-benefit analysis.
Key Responsibilities:
Salesforce & Data Management:
1. Maintain and develop the Salesforce platform, ensuring best practices and system performance.
2. Configure Salesforce (custom objects, workflows, automation, security profiles, integrations).
3. Define and implement a Salesforce platform roadmap, prioritising initiatives with stakeholders.
4. Oversee integrations with NetSuite, Mulesoft, and third-party tools.
5. Lead forecasting and KPI reporting, delivering insights via Tableau and Power BI.
Skills & Qualifications:
1. Over 10+ years in FP&A, Data Analytics, forecasting and reporting with strong Salesforce Administrator background (Cert is desirable) with a degree in Business, IT, Finance, or related field.
2. Strong expertise in Salesforce configuration, security, workflows, Process Builder, and Flow.
3. Experience with Tableau, Power BI, and financial/operational data analytics.
4. Excellent stakeholder management and communication skills.
5. Experience with integration tools; previous integration with NetSuite ERP would be a plus.
Skills:
Business Intelligence Data Analysis Salesforce Financial Analysis Mulesoft PowerBI Vendor Management
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