Finance Manager, Technology FP&A

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)

The Okta Experience

• Supporting Your Well-Being
• Driving Social Impact
• Developing Talent and Fostering Connection + Community