Business Planning & Budget Operations Director​/Sr. Manager

Overview

Business Planning & Operations Sr. Manager / Director in the Trust & Infrastructure organization. Reports to the VP of Business Operations. Role requires strategic vision, attention to detail, initiative, and strong interpersonal skills. Focus areas include strategic planning, business analytics, operational excellence, governance, and enablement, with emphasis on budget operations and Hyperforce efficiency. This role may have a dotted line to the Senior Director, Business Planning & Operations.

• Enable and advise the operational setup of Hyperforce on GCP cost visibility and budget management to ensure:
  • Budget taxonomy aligns to strategic objectives
  • Define a tagging strategy that enables accurate cost allocation
  • Identify tooling gaps and advocate for engineering onboarding to support effective cost management
• Manage the Hyperforce budget across all spend categories by:
  • Analyzing actuals, forecasting, summarizing variances, and collaborating with engineering teams to address gaps
  • Partnering with senior executive stakeholders to ensure monthly budget accuracy, provide forecast updates, and clarify variance drivers
  • Tracking the financial progress of Cost-to-Serve (CTS) initiatives and savings estimates, identifying opportunities for improvement, and working with Engineering leaders and TPMs to enhance execution visibility
• Lead and / or support analysis for special or ad hoc projects:
  • As new themes or unique scenarios arise, perform additional financial modeling related to cost to serve, new engineering efforts that impact the budget, and model various scenarios as we migrate customers and workloads from data centers to the public cloud
• Oversee the budget transfer process:
  • Validating estimates, identifying and escalating mid-year incremental funding needs via Rolling List of Asks (RLOA) for incremental funding when needed
  • Coordinating with service owners and central Fin Ops teams to submit budget transfers and maintain the internal budget source of truth at the project and program level

• Drive visibility into Hyperforce efficiency across key areas including On-Demand Cloud Reservations (ODCR), storage, network/compute choices, and architectural optimization
• Partner with Engineering Leaders and Program Managers on cost savings and/or efficiency plans, including estimating and tracking savings
• Partner with Data Engineering and Capacity Planning teams to improve data availability and metrics tracking; analyze raw data to identify trends, formulate insights, and recommend actionable solutions
• Continuously evaluate and optimize internal business processes across partner functions (Finance, HR, Recruiting, PM, PgM) to improve operational efficiency
• Drive continuous improvement in operational workflows, including leveraging AI-powered tools to automate recurring analysis, reduce manual effort, and improve reporting accuracy and speed

• 10+ years in consulting, investment banking, finance, strategy, or operations roles, with a proven track record of managing complex projects across diverse stakeholders
• Strategic thinker who balances big-picture vision with strong attention to detail and tactical execution in fast-paced environments
• Advanced analytical and problem-solving abilities, including data analysis, financial modeling, and proficiency with tools such as SQL
• Excellent organizational, communication, and interpersonal skills, with the ability to build strong relationships across cross-functional and global teams
• Skilled in producing both qualitative and quantitative operational analyses and executive-ready reports
• Self-motivated, proactive problem-solver capable of managing programs with minimal oversight and a collaborative approach
• Bachelor s degree in Business, Finance, Economics, Engineering, or a related field required

• Experience and knowledge with Salesforce tools and products;
  Salesforce trailhead and certification
• Background in finance, including FP&A, corporate finance, or investment, is a plus
• Experience with AI-powered productivity and analysis tools is a plus

EOE:
Salesforce is an equal opportunity employer. We value diversity and encourage applications from all qualified individuals.