REWS Budget Operations Director

Salesforce•San Francisco, CA

About The Position

The Director, REWS Budget Operations will establish and lead the finance function within REWS, supporting Salesforce’s global real estate and workplace services portfolio. Reporting to the Senior Director, Finance Operations and Compliance, this leader will own annual planning, forecasting, financial governance, and performance insights, translating complex data into clear recommendations and investment tradeoffs. The position partners closely with REWS leadership, Corporate Finance, Spend Management, business budget owners, and RE Strategy & Planning to strengthen financial accountability, improve spend visibility, and drive adoption of scalable processes and technology. It offers the opportunity to shape a new function and influence financial decisions across a global portfolio. The role establishes priorities, operating rhythms, roles, and processes for REWS Finance Operations; leads bottom-up budgeting and regular forecasting with budget owners; and consolidates insights and forecasts for REWS leadership. It supports financial reviews, advises leadership on scenario analysis and portfolio insights, and identifies available funding and reinvestment opportunities. The Director owns financial dashboards, KPIs, and monthly executive reporting; partners with FP&A, Accounting, and Spend Management on accruals, variance analysis, spend closeout, and data quality; and develops policies, controls, playbooks, and monitoring practices to support consistent execution, compliance, and audit readiness. The role also improves workflows and systems, uses AI and automation to strengthen reporting and operational efficiency, and leads stakeholder adoption and practical training.

Requirements

Demonstrated experience in finance operations, FP&A, strategic finance, or a related function, including ownership of complex budgets and planning processes.
Strong expertise in budgeting, forecasting, accruals, variance analysis, and financial controls, including the ability to distinguish committed spend (purchase orders) from actual expenses (invoices).
Experience partnering with senior leaders and cross-functional stakeholders to influence decisions and drive financial accountability.
Ability to translate complex financial and operational data into concise executive insights, actionable recommendations, and clear investment tradeoffs.
Experience developing financial dashboards, KPIs, and reporting using enterprise financial data, analytics, and AI-powered tools.
Proven ability to establish processes, lead change, and deliver results independently in a fast-paced, evolving, or ambiguous environment.
Strong analytical, communication, and stakeholder management skills, including the ability to build trust, guide stakeholders through change, drive financial accountability, and foster adoption of new processes and ways of working.

Nice To Haves

Experience supporting global corporate real estate, workplace services, facilities, or capital project portfolios.
Experience establishing or scaling a finance operations function within a large, global organization.
Familiarity with procurement, purchase orders, project accounting, and the end-to-end spend lifecycle.
Experience with enterprise planning, procurement, accounting, or reporting platforms such as Coupa, Workday, Tableau, and Hyperion/Essbase.
Hands-on experience leveraging AI tools such as ChatGPT, Claude, Gemini, or Slackbot and automation to improve financial reporting, forecasting, and operational workflows.
Bachelor’s degree in Finance, Accounting, Business, or a related discipline; MBA, CPA, or equivalent advanced qualification.

Responsibilities

Establish REWS Finance Operations priorities, operating rhythms, roles, and processes.
Own bottom-up annual REWS budgeting in partnership with budget owners, RE Strategy & Planning, and leadership; validate assumptions, prioritize needs, and consolidate requirements into an integrated financial plan.
Establish regular forecasting and performance reviews with budget owners to assess actual and anticipated spend, identify changes from plan, and evaluate incremental requests.
Consolidate insights and forecasts for REWS leadership to inform financial decisions and priorities.
Support REWS leadership and Finance reviews by assessing performance against plan, emerging risks and opportunities, and investment tradeoffs, and translating findings into recommendations and accountable actions.
Serve as a strategic financial partner to the REWS Leadership Team, providing scenario analysis and portfolio insights for cost management, resource allocation, and long-term planning.
Identify available funding, maintain a prioritized reinvestment pipeline, and recommend reallocation and investment decisions.
Lead development and continuous improvement of the REWS financial dashboard, KPIs, and monthly executive reporting.
Partner with FP&A, Accounting, and Spend Management on accruals, variance analysis, spend closeout, and data quality.
Develop financial policies, controls, playbooks, and monitoring practices that support consistent execution, compliance, and audit readiness.
Simplify workflows, identify system enhancements, improve data integrity, and use AI and automation to strengthen reporting, transparency, efficiency, and decision-making.
Engage stakeholders, communicate changes, and provide practical training to strengthen financial fluency, planning discipline, and accountability across REWS.