Financial Analyst - Salesforce

Responsible for the preparation, coordination, and documentation of financial analysis projects such as financial and expense performance, rate of return, depreciation, working capital, and investments. The ideal candidate will have strong operational experience and must have hands-on exposure to Salesforce to support data-driven business decisions and cross-functional collaboration.

DUTIES & RESPONSIBILITIES: 

• Provides analysis for forward-looking financial and business-related projects 

• Prepares forecasts and analysis of trends in manufacturing, sales, finance, general business conditions, and other related areas 

• Responsible for the reconciliation of internal accounts 

• Identifies trends and developments in competitive environments and presents findings to senior management 

• Gathers and interprets data from Salesforce and other systems to support business operations and performance reporting 

• Gains exposure to some of the complex tasks within the job function 

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: 

Experience: 

• Typically requires a bachelor's degree in a related area or equivalent 

• Typically requires 4 to 6 years of related experience 

• Strong operating experience with a proven ability to support and improve day-to-day business performance 

• Exposure to Salesforce is a must, including proficiency in extracting and analyzing operational and financial data 

• Experience building, customizing, and maintaining reports and dashboards within Salesforce is required  

Computer/Technical: 

• Proficient in Office 365 – Microsoft Word, Excel, PowerPoint, Outlook 

• Demonstrate ability to learn and understand basic office software applications 

• Experience with Financial Analysis Software and Financial Research & Analytics Software 

• Salesforce proficiency required 

Other Skills: 

• Ability to work independently and handle multiple priorities and deadlines simultaneously 

• Excellent written and verbal communication, organization, and follow-up skills 

• Strong relationship-building skills and ability to work both individually and as a team member 

• Proven ability to manage large projects with exceptional project management skills 

• Ability to work effectively within a fast-paced, deadline-driven environment 

• Strong problem-solving and analytical skills with the ability to manage detailed and sometimes ambiguous information 

• Skilled at interacting with employees at all levels within the organization 

Momentive Software amplifies the impact of over 20,000 purpose-driven organizations in over 30 countries, with over $11 billion raised and 55 million members served to date. Mission-driven nonprofits and associations rely on Momentive’s cloud-based software and services to address their most pressing challenges – from engaging their communities to simplifying operations and growing revenue. Designed to help organizations connect more, manage more, and ultimately expect more, Momentive's solutions are built with reliability at the core and strategically focus on fundraising, learning, events, careers, volunteering, accounting, and association management. Momentive partners with organizations that believe "good enough" is never enough – so they can bring on better outcomes for everyone they serve. Learn more at momentivesoftware.com.

At Momentive Software, we’re a team of passionate problem-solvers, innovators, and volunteers who believe in using technology to make a real difference. We dream big, support each other, and take pride in creating solutions that help our customers drive meaningful change. If you’re looking for a place where your work matters and your ideas are valued, you’ll find it here.

Planned Paid Time Off - Earned Leave and Casual Leave in Each Calendar Year

Company Holidays as Per Policy

Employer-Paid Parental Leave
Purpose-Driven Culture
Work-Life Balance 
Passionate About Community Involvement 
Group Mediclaim Policy

Group Accident Policy

Group Term Life Policy
Gratuity as Per Payment of Gratuity Act
Momentive Software actively embraces diversity and equal opportunity in a meaningful way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be, which is why we do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
All persons hired will be required to verify identity, minimum age of 18, eligibility to work in India (without sponsorship), and to complete the required employment eligibility verification form upon hire.