Finance Manager, Technology FP&A
Okta
$143,000 - $197,000 / year
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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
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: https://rewards.okta.com/us.
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.
Benefits
- Supporting Your Well-Being
- Driving Social Impact
- Developing Talent and Fostering Connection + Community
About this role
Okta is building the infrastructure layer for AI security and seeking a Finance Manager to drive financial planning and analysis for a newly formed organization within their Technology group. Based in San Francisco with a two-day in-office requirement, this role sits at the intersection of strategic partnership and operational execution—you'll own budgeting and forecasting processes, lead M&A financial due diligence, support deal structuring and pricing strategy, and translate complex financial models into actionable insights for senior leadership. The work spans from detailed variance analysis and process improvement to high-stakes enterprise deal modeling and margin optimization.
This position demands at least five years of FP&A experience, ideally with M&A exposure, Big 4 or investment banking background, and proficiency in systems like Anaplan or Workday. You'll need strong financial modeling and Excel skills, comfort with AI tools, and the ability to operate confidently across detail work and strategic big-picture thinking. Prior experience in high-growth SaaS or tech is valued, as is the mindset to challenge processes and drive change in a fast-moving environment.
The salary range for the San Francisco location is $143,000 to $197,000 base, with equity, bonus, and standard benefits included. This is a role suited to someone energized by scaling operations at pace, comfortable partnering across functions, and capable of managing competing priorities without sacrificing precision.
How this employer is doing
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Pay for this role
$143,000 to $197,000 per year
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