Salesforce Platform Administrator
3 weeks ago
Salesforce Financial Consultant
CONTRACT DURATION
THE OFFICE
Hybrid, in office up to 3 days
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%)
Financial Reporting Configuration
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
Automate reporting from opportunity stage through invoicing and cash collection
Develop real-time visibility into signed versus unsigned deals and pipeline status
System Customization & Data Management
Customize Salesforce objects, fields, and workflows to support agency financial structures
Implement validation rules and data quality checks for accuracy
User Training & Adoption
Conduct training sessions for finance, operations, and client service teams
Drive user adoption through hands-on support and change management
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
Build data reconciliation processes to ensure accuracy between systems
Deliver user training and adoption materials for finance and client service teams
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
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