Finance & Operations Analyst - Salesforce & Excel Expert

CFS; Houston (TX); On-site; USD 75,000 - 80,000; Full time

Job summary

CFS in Houston, TX is seeking a Business Analyst to gain experience across treasury, finance, contracts, and operations, working with accounting, commercial, and customer-facing teams to build skills in banking, customer onboarding, and financial processes.

You will develop expertise with Salesforce, Excel, and financial systems, and take on a visible role supporting key business operations through accurate record-keeping and process improvements.

Qualifications

• Bachelor's degree required.
• Strong Excel and Microsoft Office skills.
• Salesforce or CRM experience preferred.
• Oil & gas experience is a plus.

Responsibilities

• Maintain customer and contract records in Salesforce.
• Coordinate contract preparation and execution.
• Support ACH/wire setup and banking documentation.
• Assist with letters of credit and credit forecasting.
• Maintain financial and contract records for compliance.

Education

Bachelor's degree

Tools

Excel

Microsoft Office

Salesforce/CRM

Job description

CFS in Houston, TX is seeking a Business Analyst to gain experience across treasury, finance, contracts, and operations, working with accounting, commercial, and customer-facing teams to build skills in banking, customer onboarding, and financial processes.

You will develop expertise with Salesforce, Excel, and financial systems, and take on a visible role supporting key business operations through accurate record-keeping and process improvements.