To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts.
Job Category
Finance
Job Details
About Salesforce
We're Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too - driving your performance and career growth, charting new paths, and improving the state of the world. If you believe in business as the greatest platform for change and in companies doing well and doing good - you've come to the right place.
Want more jobs like this?
Get Accounting and Finance jobs in Indianapolis, IN delivered to your inbox every week.
The Strategy and Planning team's mission is to efficiently manage Tech Services' strategy and day-to-day operations, ensuring alignment with organisational goals, fostering stakeholder collaboration, and leveraging best practices to deliver superior service, maximise resource utilisation, and drive sustainable growth.
The role is focused on budget planning and analysis, offering robust support for quarterly forecasting, monthly close cycles, and ongoing expense management and reconciliation.
The Business Strategy & Operations Lead will collaborate closely with various internal groups such as Tech Services business partners, corporate finance, sourcing, procurement, and recruitment to ensure precise financial forecasting, deliver valuable business insights, and enhance financial processes.
This position will report directly to the Director of Strategy & Planning within Tech Services. Key responsibilities will involve creating forecasting and analytical models, analyzing performance metrics, determining technology/infrastructure unit costs, implementing operational and process improvements, and preparing executive-level presentation materials. Additionally, the role offers a unique opportunity for professional growth and development, requiring active participation in cross-functional projects and initiatives to drive strategic planning and financial oversight within Tech Services.
Responsibilities
Project Cost Management:
- Monitor Project Expenditures: Analyze project spending against budgets, identify variances, and collaborate with project managers to optimize costs.
- Evaluate Capital Investments: Conduct financial feasibility studies and ROI analysis for capital investment proposals.
- Forecast and Budget Ownership: Consolidate and manage Tech Services Portfolio forecasts and budgets, ensuring accuracy and alignment with organizational goals
Finance Operations:
- Liaison Role: Serve as a liaison between Finance and Tech Services Portfolio and Operations Business Partners, ensuring clear communication and collaboration.
- Relationship Building: Build trusted relationships with key business partners, establishing trust and gaining an understanding of relevant business drivers to support financial planning and analysis.
- T&E Spend Analysis: Evaluate and report on travel and expenditure expenses at the business partner group (BPG) level to identify trends and optimize costs.
- Assist in monthly and quarterly reconciliations of actuals-to-budget: Support the reconciliation process to ensure financial accuracy and adherence to budgets.
- Develop scalable reporting: Create and implement scalable reporting systems to streamline financial operations and reporting.
Financial Analysis:
- Provide required data trends, reports, and insights: Supply data trends, reports, and insights to various departments and regions to aid in the development of annual business plans and quarterly forecast updates.
- Assist with ad-hoc analysis and presentation requests: Perform ad-hoc financial analysis and prepare presentations as needed to support decision-making and strategic initiatives.
- Conduct comprehensive cost analyses: Compare TCO in private versus public cloud environments, evaluate build versus buy solution decisions, and assess open-source versus commercial software options. Collaborate with F&S to develop analytical models that support these financial evaluations.
Operational Costs:
- TCO Management: Provide and maintain detailed Total Cost of Ownership (TCO) for Tier 0/1 TS Services, including labor, equipment, and maintenance. Partner with F&S for a comprehensive view.
- Lifecycle TCO Evaluation: Assess TCO over the lifecycle of infrastructure assets, including maintenance, repair, and replacement. Collaborate with F&S and Sourcing for detailed asset-level analysis.
- Unit Cost Analysis: Provide costing for TS functions and partner with other business units for detailed analysis.
- DR cost analysis: Provide financial analysis on the cost of building and maintaining DR capabilities for our TS services based on their RPO and RTO SLAs.
CapEx Budgeting:
- Capital Expenditure Management: Serve as the primary point of contact between F&S and TS for capital expenditure budgets for TS infrastructure investments.
Operational Efficiency:
- Demonstrate intellectual curiosity and manage interdependencies: Exhibit intellectual curiosity and effectively manage interdependencies with other company processes to meet work deadlines and enhance operational efficiency.
- Financial Center for Enablement: Create templates for these common financial analysis scenarios that can be leveraged by our teams. Train teams and leaders on how to leverage mature financial analysis practices.
Minimum Requirements
- Degree or equivalent relevant experience required. Experience will be evaluated based on the Values & Behaviors for the role (e.g. extracurricular leadership roles, military experience, volunteer roles, work experience, etc.)
- 6+ years of FP&A , or relevant work experience
- Advanced Excel, required
Preferred Requirements
- Technical background in Infrastructure
- Experience building financial and decision support models, along with strong analytical problem-solving skills
- Passion for process improvement and challenging the status quo
- Detail-oriented to ensure accuracy in the completion of tasks
- Experience with managing and reconciling spend to budgets.
- Ability to multitask effectively in a fast-paced, quickly changing environment
- Ability to work cross-functionally and an ability to influence at all levels within the organization
- Excellent communication skills (written and verbal) with an ability to explain complex issues in an understandable way
- Must be comfortable with changing requirements and priorities
- Must be results and service-oriented and have a solid ability to make and communicate progress with incomplete information
- Intellectual curiosity, fueled by a proactive approach to expand one's skillset continuously
- Highly motivated, self-aware, collaborative, and responsive
Accommodations
If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form.
Posting Statement
At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at www.equality.com and explore our company benefits at www.salesforcebenefits.com.
Salesforce is an Equal Employment Opportunity and Affirmative Action Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce does not accept unsolicited headhunter and agency resumes. Salesforce will not pay any third-party agency or company that does not have a signed agreement with Salesforce.
Salesforce welcomes all.