# Finance Manager, Technology FP&A

**Company**: Okta
**Location**: San Francisco, California
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Salary**: $143,000-$197,000 USD
**Category**: Finance
**Industry**: Technology

**Apply**: https://job-boards.greenhouse.io/okta/jobs/8075386?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_aa764dc1-971

## Description

We are seeking an experienced Finance Manager to join our FP&A team, partnering with senior leadership to drive and scale Okta's growth.

Responsibilities:

- Be a strategic financial partner to the newly formed organization

- Own budgeting and forecasting processes, including partnering with business to ensure accuracy and preparing budget vs. actual variance analysis

- Lead thoughtful analysis, evaluating key drivers and metrics, and partnering on driving operational efficiencies

- Collaborate with the controllership organization on accruals and other elements of the close process

- Evolve these processes as needed

- M&A Deal Model Review & Stress-Testing: Evaluate, critique, and pressure-test buy-side valuation and financial deal models

- Lead financial due diligence workstream for target acquisitions

- Lead translation of deal-stage financial models into functional operational budgets and FP&A tracking mechanisms post-close

- Participate in long-range strategic planning

- Partner on Pricing & Packaging Strategies, serving as the core finance partner to the Pricing & Packaging and Product teams

- Lead Enterprise Deal Structuring & Margin Analysis, providing real-time deal desk support and strategic scenario modeling

- Evaluate Unit Economics & Margin Trade-offs, developing scalable models to evaluate discount structures and gross margin trade-offs

- Synthesize Insights for Leadership, translating product pricing dynamics and deal-level margin analytics into clear, actionable business insights

- Assist with and manage frequent ad hoc projects

- Lead process and systems improvement and scaling projects

Requirements:

- 5+ years of FP&A experience

- Bachelor's degree in Finance, Accounting, or Economics

- MBA, Big 4 accounting, or investment banking experience a plus

- M&A support experience

- Proficiency with FP&A systems, Anaplan, Workday experience a plus

- Excellent financial modeling and analysis skills

- Advanced Excel and/or Gsheet and strong PowerPoint and/or Slides skills

- Excellent communication and influencing skills

- Prior experience in a high-growth high tech/software/SaaS organization a plus

## Skills

### Required
- FP&A
- financial modeling
- analysis
- budgeting
- forecasting
- M&A support
- Anaplan
- Workday
- Excel
- Gsheet
- PowerPoint
- Slides

### Nice to have
- MBA
- Big 4 accounting
- investment banking
- AI tools

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/okta/jobs/8075386?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)