Salesforce Financial Reporting Specialist (Hybrid, Toronto)

Outhire Inc; Toronto; Hybrid; CAD 100,000 - 125,000; Part time

Job summary

A growing independent marketing agency in Toronto is seeking a Salesforce Financial Consultant for a 2-month engagement. You will build Salesforce reporting infrastructure to automate financial reporting and enhance visibility across the organization. The role involves configuring dashboards, user training, and customizing systems, aiming for efficiency in financial processes. The ideal candidate is experienced with Salesforce in agency settings and understands financial structures. This hybrid role offers a chance to impact the agency's performance tracking during a transformational period.

Qualifications

• Proven experience configuring Salesforce reporting in agency or professional services environments.
• Strong understanding of agency financial structures including top-line vs net revenue, pass-through costs, and project billing.
• Advanced proficiency with Salesforce dashboards, custom report types, and data modeling.

Responsibilities

• Build and configure Salesforce reporting infrastructure to automate financial reporting.
• Configure Salesforce dashboards to replace manual workflows.
• Conduct training sessions for finance and operations teams.

Skills

Salesforce reporting configuration

Understanding agency financial structures

Salesforce dashboards and data modeling

Job description

A growing independent marketing agency in Toronto is seeking a Salesforce Financial Consultant for a 2-month engagement. You will build Salesforce reporting infrastructure to automate financial reporting and enhance visibility across the organization. The role involves configuring dashboards, user training, and customizing systems, aiming for efficiency in financial processes. The ideal candidate is experienced with Salesforce in agency settings and understands financial structures. This hybrid role offers a chance to impact the agency's performance tracking during a transformational period.