Budget & Finance Ops Specialist, PDO

Meta•Sunnyvale, CA

5d•$125,000 - $178,000

About The Position

The Budget & Finance Ops Specialist will support the Product Data Operations (PDO) Core and MSL portfolios, which include a large outsourced vendor expense budget. The role owns day-to-day procurement operations, including purchase orders, invoicing, approvals, and contract funding; supports monthly forecasting and close; and provides contract and rate analysis across the vendor base. The specialist works closely with Finance, Strategic Sourcing, Vendor Operations, central Budget Management, and external vendor partners. The role is suited to someone with a background in budget management and planning who can contribute expertise to a fast-changing operation and help the wider team develop those skills.

Requirements

At least 6 years of experience in budget management, financial planning and analysis, procurement, resource planning, or a combination of these areas.
Experience managing an operational expense budget, including forecasting, month-end close, and budget-versus-actuals reconciliation.
Experience with procurement operations, including purchase orders, invoicing, and approval workflows.
Experience analyzing contracts, rates, or vendor spend and presenting findings clearly and concisely to different audiences.
Full proficiency in Excel or Google Sheets.
Experience with process documentation and iterative process improvement, with attention to detail and organizational skills.
Self-starter with experience navigating ambiguity and complexity.
Experience collaborating cross-functionally with finance, sourcing, and operations partners to deliver shared outcomes.
Experience using AI tools or agents to automate finance, procurement, or operations workflows.
Experience using and operating in Anaplan.

Nice To Haves

Experience adhering to and implementing responsible, ethical AI practices, such as risk assessment, bias mitigation, and quality and accuracy reviews.
Experience with vendor or outsourced workforce budgets across multiple partners and locations.
Experience working with global teams.
Experience working with source-to-pay or procurement systems.
Experience building in Anaplan, including model building and maintenance beyond day-to-day operations.
Demonstrated ability to integrate AI tools to optimize or redesign workflows and drive measurable impact, such as efficiency gains or quality improvements.
Demonstrated ongoing AI skill development, such as prompt or context engineering and agent orchestration, and staying current with emerging AI technologies.
Knowledge of SQL, Tableau, or similar data visualization applications.

Responsibilities

Own financial operations across the PDO portfolio, including purchase order management, invoice processing, and approvals from request through payment.
Ensure vendors report and invoice accurately and on time; track invoice aging and resolve discrepancies and billing queries with vendors and internal partners.
Monitor contract and purchase order funding so active work remains covered, and flag funding gaps and top-up needs early.
Coordinate central support teams and contingent workers handling procurement tasks by setting expectations, following up, and ensuring work is completed correctly.
Support month-end close and forecasting, partnering with peers who own forecast inputs and with Finance.
Ensure project requests are submitted and all active vendor work is accurately captured in system-of-record tooling.
Analyze contracts and rates across vendors and contracts, and turn findings into insights that support sourcing and budget decisions.
Support the Anaplan model used for budget management, including updates and enhancements as requirements change.
Document procurement and close processes and identify opportunities to simplify recurring manual steps.
Prepare and deliver budget, spend, and procurement updates to stakeholders and peers.