Finance jobs in Canadá

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Salesforce Financial Consultant

2 Months

Toronto, ON

Hybrid, in office up to 3 days

Under 10

A hands‑on individual contributor building and configuring Salesforce reporting infrastructure to automate financial reporting and enable real‑time visibility across the organization.

• Financial Reporting Configuration (50%)
• System Customization & Data Management (30%)
• User Training & Adoption (20%)

• Configure Salesforce dashboards to replace manual Excel and PowerPoint workflows
• Build executive reporting for top‑line revenue, net revenue, and client profitability tracking
• Map existing PowerPoint reports into Salesforce reporting structure
• Create departmental and client‑level financial views with revenue funnel visibility
• Automate reporting from opportunity stage through invoicing and cash collection
• Develop real‑time visibility into signed versus unsigned deals and pipeline status

• Customize Salesforce objects, fields, and workflows to support agency financial structures
• Implement validation rules and data quality checks for accuracy
• Configure pass‑through cost tracking and media commission calculations

• Conduct training sessions for finance, operations, and client service teams
• Create handover documentation for internal team sustainment
• Drive user adoption through hands‑on support and change management

An independent marketing and media agency experiencing rapid growth and expanding into new markets. The organization operates across multiple service lines including media planning, creative services, and strategic projects with a focus on data‑driven client solutions.

Join a high‑growth agency at a pivotal transformation moment where you'll directly impact how the business tracks performance and makes decisions. This engagement offers the chance to work closely with leadership, implement meaningful automation, and establish yourself as a trusted partner for future phases of the Salesforce rollout.

• Configure financial reporting dashboards mapping current PowerPoint reports into Salesforce
• Implement data management processes including field customization and validation rules
• Complete QuickBooks integration setup for end‑to‑end financial visibility
• Establish communication tools integration with Outlook and Teams to capture emails and meeting notes automatically
• Build data reconciliation processes to ensure accuracy between systems
• Deliver user training and adoption materials for finance and client service teams
• Establish real‑time reporting capability for revenue tracking across all business lines

• 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

ONLY QUALIFIED CANDIDATES WILL BE CONTACTED.