Act as a local champion to provide Salesforce support for the firm’s users. This includes giving guidance on Salesforce functionalities to ensure smooth operations for system users. You will also be responsible for providing control over key territory business practices and rules.
Collect and analyse financial data from financial documents and survey data to create detailed and accurate presentations and reports that provide useful insights.
Develop and maintain reporting templates and processes while ensuring data accuracy and integrity in all reports.
Collaborate with various business units to understand reporting needs and objectives.
Present findings to stakeholders in a clear and concise manner.
Research and prepare materials to support team events and activities.
A successful candidate will meet the following requirements:
Bachelor’s degree in Business Administration, Marketing, Finance or a related field.
At least three to four years of relevant work experience in providing financial data analysis and report creation.
Experience in using or managing the Salesforce CRM platform is a plus.
Experience working in teams and with various stakeholders in large organisations.
Skills required
Work well with data and data analysis
Exceptional attention to detail and a high level of accuracy
Highly organised and able to meet tight deadlines
Strong project management and presentation skills
Proactive with ability to work independently and as part of a team
Maturity and ability to deal with the Leadership team and senior staff
Outgoing and comfortable working with and meeting new people
Good command of English (written and spoken)
Job Overview
Job Type:
Hybrid
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