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30d ago

Finance Manager, Technology FP&A

Okta San Francisco, CA

San Francisco, CA

30d ago Closed

$128k - $197k/yr Full time Manager Analytical Skills Anaplan

This position is no longer accepting applications (closed Aug 27, 2026).

Job Description

Okta is seeking a Finance Manager for Technology FP&A in San Francisco, CA (hybrid) to partner with senior leadership in directing planning, forecasting, analysis, and process improvements for a newly formed technology organization. The role encompasses budgeting, M&A support, pricing, and long-range strategic planning. Salary range is USD 128,000 to 197,000 per year.

Responsibilities

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

Requirements

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
M&A support: Deal model review, financial diligence, operating model conversion & post merger integration/synergy tracking
Proficiency with FP&A systems required, Anaplan, Workday experience is a HUGE plus
Proficiency with AI tools and implementing them into workflows
Excellent financial modeling and analysis skills
Advanced Excel and/or Gsheet and strong PowerPoint and/or Slides skills are required
Manage multiple tasks in a deadline-driven environment while maintaining a high level of precision
Excellent communication and influencing skills, both written and verbal
Prior experience in a high-growth high tech/software/SaaS organization is a plus
Very comfortable with change and challenging the status quo

Technologies

Anaplan
Workday
AI tools
Excel
Google Sheets
PowerPoint
Slides

Benefits

Equity (where applicable)
Bonus
Health insurance
Dental insurance
Vision insurance
401(k)
Flexible spending account
Paid leave (including PTO and parental leave)

Google Slides Finance Jobs

Finance Manager, Technology FP&A

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