Salesforce Business Analyst

4 days ago


Eastern England, United Kingdom Steadman Brown Full time

I am currently working with a global company that is looking to expand its Salesforce practice and seeking an experienced Salesforce Business Analyst with a solid background in accounting. This is an exciting opportunity for a results-driven professional to play a key role in optimizing business processes and enhancing the Salesforce platform.


Key Responsibilities:

  • Collaborate with stakeholders to gather business requirements and translate them into effective Salesforce configurations. Design solutions that optimise user adoption, business processes, and reporting functionalities within Salesforce.
  • Leverage your understanding of accounting principles to optimize financial workflows within Salesforce, including integration with accounting systems, invoicing, financial reporting, and data integrity.
  • Work closely with different teams to design and implement custom reports, dashboards, and data integrations that provide actionable financial insights for senior leadership.
  • Identify inefficiencies within both Salesforce and accounting workflows, and recommend process improvements to enhance accuracy and operational efficiency.


Skills required:

  • Strong background having worked in a Salesforce environment.
  • Proven experience or understanding of accounting principles, financial reporting, invoicing, and general ledger processes. Familiarity with ERP and financial management software is advantageous.
  • Excellent ability to analyze complex business requirements and translate them into practical solutions within Salesforce, particularly for financial processes.


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