Job description

Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk. Okta is in profitable growth mode. 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. This position will be based in San Francisco CA with a two day in office requirement (Tuesday & Wednesday) Job Duties and 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. Required Skills and Experience: 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 P-2058_3498752 #LI-hybrid #LI-MK1 The annual base salary range for this position for candidates located in the San Francisco Bay area is between: $143,000 — $197,000 USD Below is the annual base salary range for candidates located in California (excluding San Francisco Bay Area), Colorado, Illinois, New York and Washington. Your actual base salary will depend on factors such as your skills, qualifications, experience, and work location. In addition, Okta offers equity (where applicable), bonus, and benefits, including health, dental and vision insurance, 401(k), flexible spending account, and paid leave (including PTO and parental leave) in accordance with our applicable plans and policies. To learn more about our Total Rewards program please visit: rewards.okta.com . The annual base salary range for this position for candidates located in California (excluding San Francisco Bay Area), Colorado, Illinois, New York, and Washington is between: $128,000 — $176,000 USD The Okta Experience Supporting Your Well-Being Driving Social Impact Developing Talent and Fostering Connection + Community We are intentional about connection. Our global community, spanning over 20 offices worldwide, is united by a drive to innovate. Your journey begins with an immersive, in-person onboarding experience designed to accelerate your impact and connect you to our mission and team from day one. Okta is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, marital status, age, physical or mental disability, or status as a protected veteran. We also consider for employment qualified applicants with arrest and convictions records, consistent with applicable laws. If reasonable accommodation is needed to complete any part of the job application, interview process, or onboarding please use this Form to request an accommodation. Notice for New York City Applicants & Employees: Okta may use Automated Employment Decision Tools (AEDT), as defined by New York City Local Law 144, that use artificial intelligence, machine learning, or other automated processes to assist in our recruitment and hiring process. In accordance with NYC Local Law 144, if you are an applicant or employee residing in New York City, please click here to view our full NYC AEDT Notice.

Requirements

Must-haves

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
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.
A minimum of 5+ years of FP&A experience
Bachelor's degree in Finance, Accounting, or Economics
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

Nice-to-haves

MBA, Big 4 accounting, or investment banking experience a plus
Prior experience in a high-growth high tech/software/SaaS organization is a plus

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

aimachine learning

Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Pto

Parental Leave