This role is responsible for driving comprehensive business planning for Global Workplace Services including budgeting, forecasting, accruals, variance analysis, scenario modeling, reporting, and ad-hoc support within GWS. Key responsibilities include leading annual/quarterly planning cycles, managing complex and detailed financial models, providing insightful variance analysis to business leaders, and ensuring accurate reporting and compliance across all expense categories, including operational expenditures (OPEX) and Capital Expenditures (CAPEX). This role will serve as a critical partner to GWS leadership, Finance, and various cross-functional teams to align strategic priorities with financial targets.
Global Workplace Services, Business Planner Responsibilities:
- Business Planning (OPEX/CAPEX): Lead annual and quarterly planning cycles, owning the process, inputs, projections, and assumptions, particularly utilizing driver-based Zero-Based Budgeting (ZBB) to develop detailed bottoms-up budget plans
- Develop and own detailed financial forecasts and plans for operational and capital expenses, incorporating global assumptions, site-specific factors, and stakeholder approvals
- Partner closely with business leaders to build, review, and align spending with strategic priorities and approved budgets
- Analysis & Variance Management: Perform in-depth insight analysis (Forecast vs. Budget (FvB), Forecast vs. Actuals (FvA), Budget impact analysis, etc.)
- Create operational variance commentary and educate business leaders on background and root cause analysis for variances
- Schedule and facilitate multiple levels of review for identifying and reviewing variances from the budget owners to pillar leader level
- Advise business leaders on possible efficiencies or necessary decisions (e.g., increasing backfill times, headcount reduction, or providing business explanations) to manage overruns and stay within budget
- Business Operations & Compliance: Review and validate Purchase Order (PO) coding to ensure proper tracking of costs, including those subject to SEC reporting requirements
- Process and reconcile monthly actuals, including extracting and categorizing expenses by country and GL accounts post-AP close
- Manage the submission of the reclassification file to correct expense coding (e.g., separating utilities, allocating costs to correct GL accounts)
- Facilitate Finance Impact Tracker entries for new and changing initiatives
- Coordinate the accrual process, including providing training to POCs and managing the timely and accurate submission of supplier accruals
- Ad-Hoc Analysis & Reporting: Perform ad-hoc impact analysis (e.g., managed service transitions, program deprecation, operating model changes, commercial/contractual changes, re-organization support, and data clean up)
- Build out real-time business trackers and projections
- Develop and maintain comprehensive reporting dashboards (e.g., for Forecast tracking and project tracking)
- Provide detailed, region- and site-level spend analysis for monthly and quarterly budget vs. actual comparisons
- Manage and track significant financial liabilities related to property taxes (business rates) across multiple countries
- Process Improvement & Automation Proactively identify opportunities to streamline financial processes, leveraging automation tools and best practices to reduce manual effort and improve accuracy
- Lead or participate in process mapping and reengineering initiatives to optimize planning, forecasting, and reporting workflows
Minimum Qualifications:
- Budgeting Expertise: Proven experience in developing, owning, and managing annual/quarterly planning cycles, including advanced knowledge of Zero-Based Budgeting (ZBB) principles and driver-based modeling, budget/forecast inputs, projections, and assumptions, and facilitate workbook completion
- Financial Analysis & Reporting: Analytical skills to perform in-depth analysis (Forecast v Budget, Forecast v Actuals, budget impact), create real-time budget trackers, and develop operational variance commentary. Proven experience educating and advising business leaders on root cause analysis, financial impacts, and efficiency opportunities. Experience in preparing detailed financial forecasts and plans for operational and capital expenses
- Financial Operations & Compliance: Expertise in core financial operations, including managing and maintaining cost classification (Project Codes, Purchase Categories, Entities, Locations), coordinating PO coding for accurate cost tracking (including SEC reporting requirements for GSEP/Section 16 officers), and processing/reconciling monthly actuals
- Accrual Management & Expense Reporting: Demonstrated experience coordinating the accrual process, including working with POCs, training, and managing supplier accrual timeliness/accuracy. Experience with complex accrual transactions and managing reclassification files to ensure costs are allocated to the correct GL accounts
- Stakeholder Management & Coordination: Proven experience partnering with stakeholders (GWS leaders, Finance, Source to Pay, Accounting) to coordinate calendars, assumptions, and guide financial decision-making including scheduling and facilitating multi-level variance reviews
- Data Management & Ad-Hoc Analysis: Proven experience leveraging data to perform ad-hoc impact analysis (e.g., managed service transitions, re-organizations, operating model changes), manage data correction/cleanup, and develop and maintain comprehensive reporting dashboards (e.g., Forecast tracking)
Preferred Qualifications:
- Proven experience leveraging AI to drive efficiency in process optimization and speed of deliverables
About Meta:
Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology. People who choose to build their careers by building with us at Meta help shape a future that will take us beyond what digital connection makes possible today—beyond the constraints of screens, the limits of distance, and even the rules of physics.
Meta is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Meta participates in the E-Verify program in certain locations, as required by law. Please note that Meta may leverage artificial intelligence and machine learning technologies in connection with applications for employment.
Meta is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know at accommodations-ext@meta.com.
$145,000/year to $205,000/year + bonus + equity + benefits
Individual compensation is determined by skills, qualifications, experience, and location. Compensation details listed in this posting reflect the base hourly rate, monthly rate, or annual salary only, and do not include bonus, equity or sales incentives, if applicable. In addition to base compensation, Meta offers benefits. Learn more about benefits at Meta.
