Finance Manager, People and Corp Dev.
About The Position
Okta is seeking an experienced, motivated Finance Manager to help drive and scale the company’s growth as part of a dynamic, fast-paced FP&A organization. The role reports to the Finance Director - G&A, COO, and International FP&A, and serves as a key FP&A partner to the Chief People Officer and EVP of Corporate Development. The Finance Manager will lead budgeting and forecasting for the People and Corporate Development functions, including company-wide benefits planning, strategic initiative support, spend optimization, and analysis of headcount, spending, operational performance, and other key drivers. The role also contributes to long-range strategic planning, supports senior management decisions through ad hoc and strategic projects, and leads process, systems, automation, and scaling improvements across the assigned area and broader FP&A. Scope may grow in response to business needs. The position requires the ability and willingness to work from the San Francisco office as needed, twice a week or more. The role calls for strong analytical and communication skills, attention to detail, the ability to work cross-functionally and independently, and comfort engaging at all organizational levels.
Requirements
- At least 5 years of experience in FP&A.
- Strong business acumen and expertise partnering with senior leadership.
- Excellent financial modeling and analysis skills.
- Advanced Excel or Google Sheets skills.
- Advanced PowerPoint or Google Slides skills.
- Excellent verbal and written communication skills.
- Ability to manage multiple tasks in a deadline-driven environment while maintaining a high level of precision.
- Ability to challenge the status quo and bring forward new ways of thinking.
- Able and willing to come into the San Francisco office as needed, twice a week or more.
Nice To Haves
- Experience with Anaplan, Tableau, and AI tools.
- Experience in a global high-tech, software, or SaaS organization.
Responsibilities
- Serve as the key FP&A partner to the Chief People Officer and EVP of Corporate Development.
- Drive budgeting and forecasting for the People and Corporate Development functions.
- Manage company-wide benefits planning.
- Partner with the business on strategic initiatives.
- Optimize spending portfolios and maintain 1% forecast accuracy.
- Own insightful analysis of headcount, spending, and other key drivers and metrics based on operational performance.
- Evolve budgeting and forecasting processes as needed.
- Participate in the company’s long-range strategic planning, as applicable.
- Manage frequent ad hoc and strategic projects supporting senior management and business decisions.
- Lead process and systems improvement, automation, and scaling projects for the assigned area and broader FP&A.
- Partner on cross-functional teams to support the company’s continued growth.
Benefits
- Equity, where applicable.
- Bonus.
- Health insurance.
- Dental insurance.
- Vision insurance.
- 401(k).
- Flexible spending account.
- Paid leave, including PTO and parental leave, in accordance with applicable plans and policies.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
