Okta
Finance Manager, Technology FP&A
San Francisco, California
Sponsorship not specified$143k-$197kDetected 2 days ago
Machine LearningFinancial ModelingAccountingForecastingBudgetingExcelValuationM&AFP&AHRISLeadershipCommunicationMicrosoft OfficeVariance Analysis
About the role
- Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI.
- This is an opportunity to do career-defining work.
- This person will also play a key role in analyses and streamlining processes across the broader Technology organization.
Responsibilities
- Be a strategic financial partner to the newly formed organization
- 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.
- 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.
- M&A support: Deal model review, financial diligence, operating model conversion & post merger integration/synergy tracking
Requirements
- Required Skills and Experience:
- Proficiency with AI tools and implementing them into workflows
- Advanced Excel and/or Gsheet and strong PowerPoint and/or Slides skills are required
Nice to have
- Proficiency with FP&A systems required, Anaplan, Workday experience is a HUGE plus
- Prior experience in a high-growth high tech/software/SaaS organization is a plus
Skills
- 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
Compensation
- The annual base salary range for this position for candidates located in California (excluding
- $143,000 - $197,000 USD
- Below is the annual base salary range for candidates located in California (excluding San Francisco Bay Area), Colorado, Illinois, New York and Washington.
Company info
- Participate in the company's long-range strategic planning, as applicable
This listing is sourced directly from Okta's careers page and normalized into a canonical job model.