Treasury Analyst — Reporting and AI Automation Projects

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Job Category

Finance

Job Details

About Salesforce

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Role Overview

Salesforce has an exciting opportunity within our Global Treasury and Finance Operations team, responsible for building and running the reporting, automation, and data infrastructure that powers our middle office. Key responsibilities include owning Tableau dashboards and financial reporting across treasury operations, leading AI and automation workflow implementation, and ensuring data quality across global financial systems and data lakes. The role plays a central part in cross-functional treasury projects - from system integrations and testing data lakes - while delivering analytical insights to senior management. This is a unique opportunity to define what modern, AI-enabled treasury reporting looks like at Salesforce scale.

Key Responsibilities

Treasury Reporting & Dashboard Ownership

Produce reports and KPIs for the management team with a focus on automation and self-service data

Own and maintain Tableau dashboards for treasury activities, treasury operations, liquidity management, and middle office

Build Tableau reports from our data lakes; maintain and develop other treasury reports in financial and TMS systems

Contribute to monthly management reporting and treasury reporting presentations

AI Adoption - Core of This Role

Build, test, and improve AI-assisted workflows across team processes - not just use AI, but design how our team uses it

Implement automated reconciliation workflows: cross-system checks, exception surfacing, and alert logic for daily routines

Build AI-powered data quality checks across systems: automated consistency validation across treasury data sources

Design dashboard automation: AI-generated commentary, staleness alerts, and automated testing on refresh

Own the team's AI process log: document every automation, time saved, quality improvement, and lesson learned

Identify new automation opportunities across all team processes; prototype, test, and roll out treasury processes improvement

Reporting & Data Quality

Build and improve financial reports supporting treasury operations across all systems

Own data quality checks across various treasury projects; contributing with treasury system validation and testing

Contribute to and deliver automation and reporting improvement projects, partnering with stakeholders from requirements through implementation

Support ad hoc analysis and project deliverables across Treasury, including ownership of of some bank fee processes for AI reporting

Contribute to monthly management reporting and treasury reporting presentations

Act as a key backup across the Treasury Reporting and Innovation team, ensuring continuity of critical processes and supporting a culture of cross-training and collaboration

Ad-hoc SOX controls support across owned reporting processes, making sure audit trail documentation is always current

What We're Looking For

2–4 years in Treasury, financial reporting, or data analytics

Genuine passion for AI and automation - this is core to the role, not a nice-to-have

Good knowledge of Tableau or similar skills: build, maintain, and troubleshoot complex reporting suites

Working knowledge of data quality and financial data validation across multiple systems

Familiarity with TMS and ERP platforms - Workday and a strong plus

Comfortable using AI tools as part of daily workflow and automate your work - programming languages is an advantage.

BA/BS in Business and Finance, Economics, Computer Science or related field

Experience in a global technology or multinational treasury function

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and be your best , and our AI agents accelerate your impact so you can do your best . Together, we’ll bring the power of Agentforce to organizations of all sizes and deliver amazing experiences that customers love. Apply today to not only shape the future - but to redefine what’s possible - for yourself, for AI, and the world.

Accommodations

If you need a reasonable accommodation during the application or the recruiting process, please submit a request via this Accommodations Request Form .

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