Finance Manager, Technology FP&A
Okta · San Francisco, United States · 2mo ago
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Okta is in profitable growth mode. We are seeking an experienced Finance Manager who will be a key player in and is truly excited about driving and effectively scaling Okta’s growth. This person will partner with senior leadership and their teams for a newly formed organization on all planning, forecasting, and analysis activities. This person will also play a key role in analyses and streamlining processes across the broader Technology organization. This is a fantastic opportunity for a candidate that wants to be part of a dynamic FP&A organization that is operating at an accelerated pace and scaling for the future.
The ideal candidate is highly motivated, a team player, a confident business partner, capable of driving action cross functionally, analytical, and outstanding at FP&A. This person is comfortable operating at all levels, with eyes on the strategic big picture, while skillfully managing the financial details.
This position will be based in San Francisco CA with a two day in office requirement (Tuesday & Wednesday)
Job Duties and Responsibilities:
- Be a strategic financial partner to the newly formed organization
- Own the budgeting and forecasting processes for this function, including:
- Partnering with business to ensure accuracy for controllable spend and other key metrics based on operational performance
- Preparing budget vs. actual variance analysis and other relevant reporting
- Leading thoughtful analysis, evaluating key drivers and metrics, and partnering on driving operational efficiencies
- Collaborating with the controllership organization on accruals and other elements of the close process
- Evolving these processes, as needed
- M&A Deal Model Review & Stress-Testing: Evaluate, critique, and pressure-test buy-side valuation and financial deal models provided by Corporate Development.
- Lead the financial due diligence workstream for target acquisitions
- Lead the translation of deal-stage financial models into functional operational budgets, COA (Chart of Accounts) structures, and FP&A tracking mechanisms post-close.
- Participate in the company’s long-range strategic planning, as applicable
- Partner on Pricing & Packaging Strategies: Serve as the core finance partner to the Pricing & Packaging and Product teams, conducting comprehensive financial modeling and margin impact analysis for new product introductions (NPI) and monetization models.
- Lead Enterprise Deal Structuring & Margin Analysis: Lead ad hoc financial and margin analysis in support of the Large Deal Pursuit team, providing real-time deal desk support, profitability guardrails, and strategic scenario modeling for complex, high-value enterprise proposals.
- Evaluate Unit Economics & Margin Trade-offs: Develop scalable models to evaluate discount structures, multi-year deal terms, cloud/infrastructure cost impacts, and gross margin trade-offs to ensure strategic pursuits align with long-term profitability targets.
- Synthesize Insights for Leadership: Translate product pricing dynamics and deal-level margin analytics into clear, actionable business insights and recommendations for senior executive leadership to drive scalable, profitable growth.
- Assist with and manage frequent ad hoc projects, to support senior management and business decisions
- Lead process and systems improvement and scaling projects for your area and partner on cross functional teams, to drive the company’s continued growth and scaling.
Required Skills and Experience:
- A minimum of 5+ years of FP&A experience
- Bachelor's degree in Finance, Accounting, or Economics
- MBA, Big 4 accounting, or investment banking experience a plus
- M&A support: Deal model review, financial diligence, operating model conversion & post merger integration/synergy tracking
- Proficiency with FP&A systems required, Anaplan, Workday experience is a HUGE plus
- Proficiency with AI tools and implementing them into workflows
- Excellent financial modeling and analysis skills
- Advanced Excel and/or Gsheet and strong PowerPoint and/or Slides skills are required
- Manage multiple tasks in a deadline-driven environment while maintaining a high level of precision
- Excellent communication and influencing skills, both written and verbal
- Prior experience in a high-growth high tech/software/SaaS organization is a plus
- Very comfortable with change and challenging the status quo
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Below is the annual base salary range for candidates located in California (excluding San Francisco Bay Area), Colorado, Illinois, New York and Washington. Your actual base salary will depend on factors such as your skills, qualifications, experience, and work location. In addition, Okta offers equity (where applicable), bonus, and benefits, including health, dental and vision insurance, 401(k), flexible spending account, and paid leave (including PTO and parental leave) in accordance with our applicable plans and policies. To learn more about our Total Rewards program please visit: https://rewards.okta.com/us.
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