Finance Manager (Technology FP&A)

Okta, a leading identity and access management company, as a Finance Manager in the Technology FP&A team. In this role, you will partner with senior leadership on planning, forecasting, and analysis activities, and play a key role in streamlining processes across the broader Technology organization.

This is a fantastic opportunity for a highly motivated and analytical candidate with a minimum of 5+ years of FP&A experience.

Be a strategic financial partner to the newly formed organization, owning the budgeting and forecasting processes.

Responsibilities

• You will own the budgeting and forecasting processes, evaluate M&A deal models, partner on pricing and packaging strategies, and lead enterprise deal structuring and margin analysis.
• Lead the financial due diligence workstream for target acquisitions, and participate in the company’s long-range strategic planning.
• Serve as the core finance partner to the Pricing & Packaging and Product teams, conducting comprehensive financial modeling and margin impact analysis.

Requirements

Bachelor's degree in Finance, Accounting, or Economics

• M&A support: Deal model review, financial diligence, operating model conversion & post merger integration/synergy tracking
• Manage multiple tasks in a deadline-driven environment while maintaining a high level of precision
• Very comfortable with change and challenging the status quo

A minimum of 5+ years of FP&A experience

• Excellent communication and influencing skills, both written and verbal
• Proficiency with FP&A systems required, Anaplan, Workday experience is a HUGE plus
• Proficiency with AI tools and implementing them into workflows
• Advanced Excel and/or Gsheet and strong PowerPoint and/or Slides skills are required

Preferred

• MBA, Big 4 accounting, or investment banking experience a plus
• Excellent financial modeling and analysis skills
• Prior experience in a high-growth high tech/software/SaaS organization is a plus

Pay

USD 143,000 - 197,000