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Salesforce Crm Finance Jobs

2 jobs found

Today

Financial Planner

WaFd Bank Seattle, WA

Seattle, WA

Today

$36 - $60/hr Full time Manager Marketing Analytical Skills

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Job Description

WaFd Bank is seeking a CFP® Financial Planner to strengthen its Financial Planning team in Seattle, WA, working onsite with support staff to deliver a structured, repeatable planning experience. In this role, you will execute and refine the firm’s planning process while helping ensure client deliverables are accurate, compliant, and clearly communicated.

Key Responsibilities

Serve as an integral member of the Financial Planning team.
Develop proficiency in WaFd Wealth’s standardized planning process and contribute to maintaining a structured, repeatable approach to plan creation, updates, and delivery in line with firm directives.
Perform quality control by reviewing plans for accuracy, completeness, and adherence to Team standards before client delivery.
Participate in training and development opportunities for new analysts, including technical skills, planning philosophy, and client communication.
Build comprehensive financial plans in partnership with the Financial Planning team, including cash flow, retirement modeling, tax projections, insurance analysis, estate considerations, and other considerations.
Maintain ongoing proficiency with RightCapital and other planning systems.
Partner with Relationship Managers to support timely follow-up on client requests and seamless integration of planning into the client experience.
Create planning deliverables such as reports, summaries, and visual materials that communicate recommendations and progress toward client goals.
Support strategic initiatives by collaborating with Leadership on planning-related projects, technology enhancements, and process improvements.
Maintain the integrity of WaFd Wealth business needs across all account processes and servicing activities.
Use provided resources as needed and adhere to WaFd Wealth policies and procedures.
Complete and pass all assigned compliance courses and certifications as required.
Avoid real or perceived conflicts of interest and maintain client privacy and confidentiality.

Required Qualifications

CFP® certification that is active and in good standing.
Strong analytical skills with the ability to interpret and present complex financial information.
Excellent written and verbal communication skills.
High attention to detail, with a focus on accuracy and organization.
Proficiency with RightCapital (preferred) and the Microsoft Office suite.
Demonstrated professionalism, sound judgment, and commitment to client confidentiality.
Familiarity with Salesforce or similar CRM systems.

Technology

RightCapital
Microsoft Office suite
Salesforce

Compensation & Benefits

Salary is USD 36 to 60 per hour for this onsite role.

Paid time off for vacation, sick days, and holidays
Health insurance
Stock options
Bonus programs
401(k) plan
Paid Parental Leave
Life and AD&D insurance
Long-term disability
Tuition Reimbursement
Employee assistance programs
Pre-tax health and dependent-care spending plans

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1mo ago

Financial Data Analyst

CrowdStrike Remote 🌍 Remote

Remote

1mo ago Closed

$70k - $95k/yr Full time Marketing Analytical Skills Analytics

This position is no longer accepting applications (closed Sep 12, 2026).

Job Description

As a Financial Data Analyst on CrowdStrike’s Finance Data Analytics team, you will help enable accurate, decision-ready Finance KPIs for Sales. The work focuses on connecting upstream quoting structure to downstream ARR outcomes, alongside ad-hoc analytics, reporting, and close support.

Key Responsibilities

Deliver ad-hoc support to global Sales and Sales Ops teams to maintain accuracy of Finance KPIs used in revenue forecasting, including ACV, ARR, and Renewals.
Reconcile and bridge financial metrics from quote lines through ACV to ARR.
Create reporting datasets and dashboards that support revenue-impacting projects and Sales initiatives.
Work closely with upstream CRM platform teams to help ensure high data quality.
Partner with the Finance Data Engineering Team to investigate issues and drive solutions as business needs evolve.
Participate in the month-end and quarter-end close processes.

Required Qualifications

Preferred location: East Coast US.
Proficiency in SQL, with knowledge of data flow and data warehousing concepts.
Proficiency in Salesforce.
Experience with data visualization tools such as Tableau (plus) and Excel.
Ability to support external stakeholders, including strong communication skills and the capability to translate complex data into actionable insights.
Bachelor’s Degree in Finance, Engineering, or a related discipline, or comparable work experience.
Proven experience utilizing AI technologies to enhance decision-making, streamline workflows and processes, improve efficiency, and drive business outcomes.

Preferred Qualifications

Sales Support or Sales Ops experience.
Big 4 experience (EY, PwC, Deloitte, KPMG).

Technologies

SQL
Salesforce
Tableau
Excel

Compensation

USD 70,000 - 95,000 per year

Education

Bachelor’s Degree in Finance / Engineering / a related discipline

Benefits

Market leader in compensation and equity awards
Comprehensive physical and mental wellness programs
Competitive vacation and holidays
Paid parental and adoption leaves
Professional development opportunities for all employees regardless of level or role
Employee Networks, geographic neighborhood groups, and volunteer opportunities to build connections
Vibrant office culture with world class amenities
Great Place to Work Certified™ across the globe
Health insurance
401k
Paid time off
Bonuses
Equity grants

About the Role

Join the Finance & Accounting organization within the Finance Data Analytics team to work hands-on with key metrics including Bookings (ACV) and Annual Recurring Revenue (ARR). This position provides Sales support by explaining how Finance KPIs are derived and by bridging the gap between upstream Sales quoting structure and downstream ARR impact. You will also contribute to stakeholder support, analytics, reporting, and the month-end and quarter-end close cycle.

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Salesforce Crm Finance Jobs

Financial Planner

Financial Data Analyst

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