Salesforce Administrator – Accounting & Finance Focus

Preferred Qualifications

• Salesforce Administration & Accounting Integration:
• Oversee daily operations of the Salesforce org, including managing users, profiles, roles, and security.
• Maintain and optimize integrations between Salesforce and accounting software (e.g., QuickBooks, NetSuite, Certinia) to ensure seamless data flow.
• Automate the quote-to-cash process, from opportunity closing to invoice generation.
• Data Integrity & Reporting:
• Ensure data accuracy between Sales and Finance, performing regular data audits to detect and resolve discrepancies.
• Create advanced custom reports and dashboards for financial forecasting, revenue recognition, and sales performance.
• Manage custom objects, fields, and validation rules related to financial tracking.
• Process Improvement & Automation:
• Develop and maintain complex Flows to automate financial approvals, contract management, and billing triggers.
• Collaborate with the finance team to translate business requirements into technical solutions.
• User Support & Training:
• Provide support for technical issues, acting as the point of contact for all internal user Salesforce requests, specifically regarding finance-related queries.
• Train team members on using Salesforce for accurate data entry.