Overview
On Site
USD 90,000.00 - 105,000.00 per year
Full Time
Skills
Dashboard
Leadership
Training
Data Integrity
Salesforce.com
QuickBooks
Operational Efficiency
Financial Software
Workflow
Salesforce.com Administration
Reporting
Technical Support
Documentation
Business Systems
Microsoft Power BI
Collaboration
Management
Finance
Accounting
Marketing
Legal
Customer Support
Online Training
Artificial Intelligence
Insurance
.NET
Job Details
Description
We are looking for a skilled Business Systems Analyst to enhance the efficiency and functionality of financial systems within our Salesforce platform. This role is crucial in ensuring seamless integration between finance operations and technology, while also providing training and support to end users. The successful candidate will bring expertise in financial workflows, hands-on Salesforce experience, and the ability to collaborate across departments.
Responsibilities:
Serve as the subject matter expert and administrator for Salesforce financial modules within the Salesforce platform.
Create and maintain dashboards and tailored reports to support finance, membership, and leadership teams.
Provide training and develop documentation to ensure effective use and adoption of the Salesforce system.
Collaborate with finance and operations teams to gather requirements and streamline system workflows.
Monitor system performance, perform data integrity checks, and address post-launch issues.
Work with internal stakeholders and external vendors to configure system features that align with business objectives.
Facilitate integration between Salesforce and other key systems, such as QuickBooks, to enhance operational efficiency.
Requirements
Minimum of 3 years' experience in financial systems analysis, accounting operations, or business systems support.
Familiarity with accounting principles, reporting processes, and financial workflows.
Proficiency in Salesforce administration, reporting, or user support is required.
Experience with Fonteva is advantageous but not mandatory.
Strong ability to train non-technical users and create clear documentation.
Knowledge of business systems and tools, including Microsoft Power BI.
Proven ability to collaborate across teams and manage system integrations effectively.
Technology Doesn't Change the World, People Do.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use.
We are looking for a skilled Business Systems Analyst to enhance the efficiency and functionality of financial systems within our Salesforce platform. This role is crucial in ensuring seamless integration between finance operations and technology, while also providing training and support to end users. The successful candidate will bring expertise in financial workflows, hands-on Salesforce experience, and the ability to collaborate across departments.
Responsibilities:
Serve as the subject matter expert and administrator for Salesforce financial modules within the Salesforce platform.
Create and maintain dashboards and tailored reports to support finance, membership, and leadership teams.
Provide training and develop documentation to ensure effective use and adoption of the Salesforce system.
Collaborate with finance and operations teams to gather requirements and streamline system workflows.
Monitor system performance, perform data integrity checks, and address post-launch issues.
Work with internal stakeholders and external vendors to configure system features that align with business objectives.
Facilitate integration between Salesforce and other key systems, such as QuickBooks, to enhance operational efficiency.
Requirements
Minimum of 3 years' experience in financial systems analysis, accounting operations, or business systems support.
Familiarity with accounting principles, reporting processes, and financial workflows.
Proficiency in Salesforce administration, reporting, or user support is required.
Experience with Fonteva is advantageous but not mandatory.
Strong ability to train non-technical users and create clear documentation.
Knowledge of business systems and tools, including Microsoft Power BI.
Proven ability to collaborate across teams and manage system integrations effectively.
Technology Doesn't Change the World, People Do.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use.
Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.