Sr. Manager, GTM FP&A

Okta•San Francisco, CA

7d•$182,000 - $249,700•Hybrid

About The Position

Okta is seeking a strategic finance partner to support the expanding Chief Revenue Officer organization and help drive profitable growth. The role partners with senior Go-to-Market (GTM) leaders on high-impact initiatives, including partner strategy, international expansion, investment planning, and resource allocation. The position is based in San Francisco, California, and requires working in the office on Tuesdays and Wednesdays. The Sr. Manager owns the consolidated GTM expense forecast and coordinates across the broader GTM Finance organization to ensure consistent assumptions, reporting, and executive-level insights. The role manages budgeting and forecasting for Partners, Sales Enablement, Sales Development (xDR), and GTM Consolidation, including financial analysis, executive reporting, close and accrual coordination, and ongoing improvements to planning processes and methodologies. The role manages and develops one Sr. Financial Analyst and works closely with senior GTM leaders, including the SVP of Partners and the VPs of Sales Enablement and Sales Development. It develops financial and operational models, supports annual operating and long-range plans, and translates performance into actionable insights for leadership. The role also identifies opportunities to improve forecast accuracy, automate reporting, and scale FP&A processes through system enhancements and AI-enabled workflows.

Requirements

At least 7 years of FP&A, Strategic Finance, or related finance experience.
Bachelor's degree in Finance, Accounting, Economics, or a related field.
Strong experience with budgeting, forecasting, financial modeling, variance analysis, and executive reporting.
Experience partnering directly with senior business leaders and influencing decisions through data-driven insights.
Proficiency with FP&A systems.
Proficiency with AI and automation tools and experience leveraging them to improve finance workflows and operational efficiency.
Excellent financial modeling and analytical skills.
Advanced Excel and/or Google Sheets skills and strong PowerPoint and/or Google Slides capabilities.
Ability to manage multiple priorities in a fast-paced, deadline-driven environment with exceptional attention to detail.
Excellent written and verbal communication skills, including the ability to translate complex financial concepts into actionable business recommendations.
Highly adaptable, comfortable with ambiguity, and motivated to challenge the status quo and continuously improve processes.
Must be based in San Francisco, California, with an in-office requirement on Tuesdays and Wednesdays.

Nice To Haves

MBA, consulting, investment banking, or Big 4 experience.
Experience partnering with GTM organizations, including Sales, Partners, Sales Operations, Revenue Operations, Sales Enablement, or Sales Development.
Anaplan and Workday experience.
Prior experience in a high-growth technology, software, or SaaS organization.

Responsibilities

Serve as a strategic finance partner to Partners, Sales Enablement, Sales Development (xDR), and GTM Consolidation.
Own the consolidated GTM expense forecast and coordinate across GTM Finance to ensure consistent assumptions, reporting, and executive-level insights.
Own budgeting and forecasting processes, partnering with business leaders on controllable spend, headcount, and operational metrics.
Prepare budget-versus-actual variance analysis and executive reporting.
Analyze key drivers, identify risks and opportunities, and recommend operational efficiencies.
Collaborate with Accounting on accruals, close activities, and forecast accuracy.
Continuously improve planning processes, reporting, and forecasting methodologies.
Manage and develop one Sr. Financial Analyst through coaching, mentorship, and career development.
Partner with the SVP of Partners to evaluate investment decisions, measure partner program performance, and develop financial models for strategic initiatives and resource allocation.
Support the VP of Sales Enablement with ROI frameworks, program effectiveness tracking, and financial guidance on enablement investments, productivity initiatives, and organizational scaling.
Support the VP of Sales Development (xDR) with hiring plans, productivity metrics, capacity planning, territory coverage, and investment optimization.
Develop scalable operational and financial models for headcount planning, productivity analysis, pipeline generation, and GTM investment decisions.
Build executive-ready reporting, dashboards, and presentations that synthesize financial and operational performance into actionable insights.
Lead cross-functional planning with Sales Operations, Recruiting, People, and business leaders for annual operating plans, long-range strategic plans, and quarterly forecasts.
Identify opportunities to improve forecast accuracy, automate reporting, and scale financial processes through systems enhancements and AI-enabled workflows.
Perform and manage ad hoc analyses to support senior management and strategic business decisions.
Lead FP&A process improvement and scaling initiatives while partnering cross-functionally to support company growth.