Finance Manager, Technology FP&A

Okta•San Francisco, CA

2d•Hybrid

About The Position

Okta is seeking an experienced Finance Manager to be a key player in driving and scaling Okta’s growth. This role will partner with senior leadership and their teams for a newly formed organization on all planning, forecasting, and analysis activities. The Finance Manager will also play a key role in analyses and streamlining processes across the broader Technology organization. This is an opportunity for a candidate who wants to be part of a dynamic FP&A organization 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).

Requirements

A minimum of 5+ years of FP&A experience
Bachelor's degree in Finance, Accounting, or Economics
Proficiency with FP&A systems required
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
Very comfortable with change and challenging the status quo

Nice To Haves

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
Anaplan, Workday experience is a HUGE plus
Proficiency with AI tools and implementing them into workflows
Prior experience in a high-growth high tech/software/SaaS organization is a plus

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.