Senior Manager, Financial Planning & Analysis

OKX•San Jose, CA

1d•$171,733 - $214,666•Onsite

About The Position

The FP&A Manager will support the end-to-end close lifecycle for our San Jose operations, driving accuracy and efficiency across journal entry preparation, reconciliations, and analysis. This role serves as a key pillar in the finance department, supporting critical month-end and year-end close activities while ensuring strict compliance with internal policies and tax regulations. As a proactive problem-solver, you will not only manage cross-functional queries and audit documentation but also identify strategic opportunities to automate workflows and streamline close processes within a fast-paced, complex organizational environment.

Requirements

8–12 years of progressive finance experience, including at least 3 years in a senior FP&A or strategic finance role.
Capital markets exposure — the candidate should have participated in or supported at least one of: an IPO or pre-IPO process, or an investor-facing finance role at a publicly listed or late-stage company.
Ability to author financial content for institutional investors is essential
Investment banking or strategy consulting background — ideally 2–4 years at a bulge bracket or major regional investment bank, or a leading strategy consulting firm, with strong financial modelling and investor presentation skills.
The ability to build and defend a valuation model under investor scrutiny is core to this role
Fintech or crypto domain knowledge — understanding of digital asset revenue models (transaction fees, staking, custody, stablecoins), or equivalent experience at a high-growth fintech or technology company
FP&A or strategic finance experience — hands-on experience with budgeting, forecasting, variance analysis, and Board-level financial reporting at a high-growth company
Strong executive communication skills — must be able to present financial analysis clearly and confidently to senior leadership and external audiences
Multi-currency, multi-entity financial modelling experience across at least two major regions
Bachelor's degree in Finance, Economics, Accounting, or related field.
Pre-IPO experience — ideally has supported a company through the full IPO journey from financial model construction through to S-1 filing and post-listing earnings cadence
Anaplan, NetSuite, SQL proficiency — hands-on experience with modern FP&A tools, not just management oversight

Nice To Haves

Strong performers at the 10-year mark are encouraged to apply
MBA or CFA is a plus but not required

Responsibilities

Build and own the company's Annual Operating Plan (AOP) — a rigorous, bottom-up budget covering all six finance units and all business segments
Lead the quarterly rolling re-forecast cycle, incorporating latest trading volumes, crypto market conditions, macro environment, and business unit updates
Establish a monthly financial review cadence with all six Finance unit heads, producing variance analysis and forward-looking commentary
Serve as the primary financial author for investor materials — Lead the construction of all investor-facing financial content — investor presentations, management roadshow decks, financial narrative sections of the S-1 / F-1 registration statement
Build and maintain an investor-grade financial model that can be shared with prospective institutional investors, covering historical financials, KPI drivers.
Develop the company's financial equity story — in partnership with the CFO and external advisors
Build and maintain relationships with sell-side analysts and institutional investors, supporting the CFO in soft-touch investor outreach during the 12-month pre-IPO period
Own the preparation of quarterly earnings materials post-IPO: earnings release, CFO script, analyst Q&A preparation, and management discussion sections
Deploy and manage embedded Finance Business Partners across the company's major business units, acting as the financial partner to each segment's leadership team on resource allocation, product economics, and performance management
Own OpEx budget management across all corporate functions — headcount planning, discretionary spend, capital expenditure prioritisation — acting as the financial gatekeeper for all material resource allocation decisions
Build and manage a two-gate strategic investment review process: all investments above a defined IRR threshold (≥25% IRR on Base scenario; positive IRR on Bear / Winter Mode scenario) require FP&A-endorsed investment cases before Board approval
Provide go/no-go financial analysis for all new market entries, new product launches, M&A opportunities, and strategic partnerships
Produce the monthly and quarterly financial package for the Board of Directors and Management Team — concise, with clear variance commentary, updated forecasts, and strategic recommendations
Lead the FP&A input into the monthly Management Team Reporting cycle
Support the CEO and CFO in preparation for Board meetings, Audit Committee reviews, and any investor committee meetings requiring financial presentation
Build the FP&A team from the ground up — hiring, developing, and leading a team of finance professionals across corporate FP&A, business finance partnering, and investor analytics
Implement the FP&A technology stack: Anaplan (planning and forecasting), connected to NetSuite (actuals), data warehouse, and Looker (dashboards)
Design and implement the KPI framework that will serve as the operating dashboard for the company, the Board, and future public company investors — covering trading volume, revenue per user, take rate, EBITDA margin, and segment-level metrics
Establish the monthly operating cadence described in the five-step Monthly Operating Cycle framework, embedded across all business units