Director, Financial Planning & Analysis - Real Estate & Workplace Services

Description The Experience: Salesforce’s COFO Finance team is looking for a Director to lead finance for Real Estate and Workplace Services (REWS), one of the company’s largest and most visible cost areas. You will be the finance partner to the Head of REWS and the REWS leadership team, and a trusted advisor to the Chief Operating & Financial Officer (COFO), Corporate FP&A, and the Executive Leadership Team (ELT). You will help shape the global real estate footprint and strategy by planning the portfolio against workforce priorities, modeling buy versus lease, renewal, and exit decisions, and pressure-testing spend with our largest vendors. You will lead a team of finance professionals and help redefine how the function uses AI and automation, driving a culture of excellence, ownership, and financial rigor that supports the company’s most critical strategic investments. You’ll own strategic financial presentations to the COFO, CEO, and ELT. The ideal candidate combines real estate or workplace finance depth with high tech-scale planning discipline, and is equally comfortable in a lease model and in an executive review.

Key Responsibilities:

• Own the REWS long-range plan, annual budget, and quarterly outlook: Lead multi-year long-range plan, annual budget, the rolling forecast, and month-end close for REWS, partnering with REWS business owners, Corporate FP&A, and Accounting. Deliver one consistent view of actuals, commitments, and outlook across COFO Finance.
• Shape portfolio strategy: Partner with Real Estate Strategy to evaluate and model strategic transactions, including new leases, renewals, consolidations, exits, portfolio optimization, and buy vs. lease decisions. Frame the trade-offs, provide insights, and make a clear recommendation.
• Advise REWS leadership: Provide scenario analysis and portfolio insights (occupancy, utilization, cost per seat, etc.) to guide cost management, resource allocation, and long-term planning.
• Drive vendor and spend insight: Lead full-relationship evaluations of our larges vendors, partnering with Procurement to identify savings and reinvestment opportunities.
• Brief executives: Prepare COFO QBR materials and the quarterly CEO/ELT real estate review, translating complex results into clear recommendations and decisions.
• Modernize with AI and automation: Build and deploy AI-enabled workflows, Business Intelligence, and planning tools that automate consolidation, variance commentary, and forecasting, and speed up reporting.
• Partner across Finance: Bring financial expertise to cross-functional initiatives with Corporate FP&A, Technical Accounting, Procurement, and Finance leadership.
• Lead and develop your team: Coach a high-performing team, building a culture of ownership, intellectual curiosity, and financial rigor.

Required Skills & Experience:

• 10+ years in FP&A, corporate or strategic finance, including 2+ years leading people.
• Advanced financial modeling, including scenario and “what-if” analysis for long-range plans and transaction economics.
• Strong executive communication, written and verbal, with the ability to turn complex data into decision-ready recommendations.
• Proven stakeholder influence: building trust, guiding teams through change, and driving financial accountability.
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a quantitative field.

Preferred Skills & Experience:

• Experience in global corporate real estate, workplace services, capital projects, or facilities management at a large company.
• Familiarity with lease accounting (ASC 842) and lease administration.
• Practical experience applying AI and automation to financial reporting, forecasting, or operational workflows.
• Experience with Workday, Hyperion/Essbase, Tableau, Coupa, or similar planning, procurement, and reporting platforms, plus generative AI tools.

This role is hybrid and goes into the office 3 days per week.

In the United States, compensation offered will be determined by factors such as location, job level, job-related knowledge, skills, and experience. Certain roles may be eligible for incentive compensation, equity, and benefits. Salesforce offers a variety of benefits to help you live well including: time off programs, medical, dental, vision, mental health support, paid parental leave, life and disability insurance, 401(k), and an employee stock purchasing program. More details about company benefits can be found at the following link: https://www.salesforcebenefits.com.