Finance Manager (Technology FP&A)

• We are seeking an experienced Finance Manager who will be a key player in and is truly excited about driving and effectively scaling Okta’s growth
• This person will partner with senior leadership and their teams for a newly formed organization on all planning, forecasting, and analysis activities
• This person will also play a key role in analyses and streamlining processes across the broader Technology organization
• This is a fantastic opportunity for a candidate that wants to be part of a dynamic FP&A organization that is operating at an accelerated pace and scaling for the future
• The ideal candidate is highly motivated, a team player, a confident business partner, capable of driving action cross functionally, analytical, and outstanding at FP&A
• This person is comfortable operating at all levels, with eyes on the strategic big picture, while skillfully managing the financial details
• Be a strategic financial partner to the newly formed organization
• Own the budgeting and forecasting processes for this function, including:
• Partnering with business to ensure accuracy for controllable spend and other key metrics based on operational performance
• Preparing budget vs. actual variance analysis and other relevant reporting
• Leading thoughtful analysis, evaluating key drivers and metrics, and partnering on driving operational efficiencies
• Collaborating with the controllership organization on accruals and other elements of the close process
• Evolving these processes, as needed
• M&A Deal Model Review & Stress-Testing: Evaluate, critique, and pressure-test buy-side valuation and financial deal models provided by Corporate Development
• 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
• Participate in the company’s long-range strategic planning, as applicable
• 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

Benefits

• Work from home opportunities
• Health + Wellness
• Financial Benefits
• Pay + Incentives
• Time Off
• Everyday Living
• Resources- 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
• MBA, Big 4 accounting, or investment banking experience a plus
• Advanced Excel and/or Gsheet and strong PowerPoint and/or Slides skills are required
• Excellent financial modeling and analysis skills
• Prior experience in a high-growth high tech/software/SaaS organization is a plus