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Finance Data and Systems Analyst – Level 1
Vision RT Ltd. Support the business-wide implementation and rollout of Salesforce .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Salesforce implementation and data management, with strong analytical skills for finance data and systems. Proficient in data migration, reporting, and process improvement, while maintaining attention to detail and effective communication.
Highest-signal resume keywords
Salesforce ImplementationData MigrationPower BIExcel ProficiencyAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisData CleansingData ValidationData ReconciliationData WarehousingFinancial ReportingCRM SystemsData VisualizationAutomationProject Coordination
Soft Skills
Attention to DetailOrganizational SkillsCommunication SkillsInterpersonal SkillsTime Management
Tools & Technologies
SalesforcePower BIPower QueryExcelERP Systems
Industry Keywords
Finance DataBusiness SystemsProcess ImprovementCommercial FinanceStakeholder Management
Tech Stack
Tools & technologiesERPSnowflake
About the role
Key responsibilities & impact- Support the business-wide implementation and rollout of Salesforce
- Assist with project coordination, tracking actions, deadlines and deliverables
- Support data migration, cleansing, validation and reconciliation activities
- Participate in user acceptance testing, documenting results, issues and follow-up actions
- Assist with developing reports, dashboards and maintaining system data
- Coordinate with Finance, Sales, Operations, IT and external implementation partners
- Support user training, documentation and post-implementation activities
- Assist with implementing and integrating other commercial and finance systems
- Provide ongoing administrative support for Salesforce and other business systems
- Maintain accurate commercial and financial data, spreadsheets, trackers and documentation
- Perform routine data uploads, updates, checks and reconciliations
- Investigate data discrepancies and coordinate resolution
- Manage user requests, system issues and reporting requirements
- Take responsibility for recurring data management and reporting activities
- Follow up with stakeholders to obtain information and resolve outstanding items
- Identify process gaps and opportunities to improve efficiency, accuracy and controls
- Support automation of repetitive reporting and administrative activities
- Provide flexible support to the Commercial Finance Director and wider team
Requirements
What you’ll need- 1-2+ years analysing finance data and systems
- Datawarehousing like Snowflake
- Salesforce or CRM's
- Power BI / Power Query
- Strong numerical and analytical ability
- Good Excel skills and confidence working with large datasets
- Strong interest in technology, business systems and process improvement
- Excellent attention to detail and organisational skills
- Strong communication and interpersonal skills
- Ability to manage multiple tasks and work to deadlines
- Comfortable learning new software and systems
- Good English, both written and verbal
- Graduate with a degree in Finance, Accounting, Economics, Business, Mathematics, Data Analytics, Information Systems or a related discipline
- ERP systems, data visualisation tools, and basic understanding of financial reporting and business processes are desirable