Business Strategy & Operations Lead - Tech Services, Finance

Salesforce

3.8

(120)

Indianapolis, IN

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  • #JR257095

    Position summary

    tional 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

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    Why you should apply for a job to Salesforce:

  • 64% say women are treated fairly and equally to men
  • 72% would recommend this company to other women
  • 83% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.
  • Time off and leaves
  • Perks, such as discounts, commuter benefits & educational reimbursement
  • Mental health, parenting and childcare resources