Related skills
forecasting salesforce financial modeling sql tableau📋 Description
- Support monthly forecasting, budgets, and rolling forecasts.
- Prepare revenue reporting, pipeline metrics, profitability, and FX impacts.
- Build financial models and perform variance analyses.
- Create dashboards with Power BI/Tableau from NetSuite and Salesforce data.
- Assist with ELT and board decks and ad hoc financial projects.
- Lead continuous improvement to streamline reporting and reduce manual work.
🎯 Requirements
- 3–6+ years FP&A, corporate finance, or financial reporting; SAAS preferred.
- Strong revenue forecasting, modeling, and variance analysis.
- Hands-on with Salesforce, NetSuite, Power BI, and Tableau.
- Detail-oriented with accuracy across models and reporting.
- Multi-currency reporting and FX translation a plus.
- Excellent communication and stakeholder management skills.
- Advanced Excel and data visualization; SQL familiarity a plus.
- Bachelor’s in Finance, Accounting, or Economics required.
🎁 Benefits
- Global offices and growth opportunities.
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