Finance Manager, People and Corp Dev.

Okta
San Francisco, CA
HybridCareer-pivot friendly

Who this role is best for

Geared toward FP&A professionals comfortable with strategic planning and cross-functional collaboration, with a preference for candidates based in San Francisco and experienced in global high tech/SaaS environments.

Best fit for

  • FP&A professionals with 5+ years of experience who are excited about financial analysis and strategic initiatives
    — “5+ years of experience in FP&A”
  • Candidates who thrive in global high tech/SaaS environments and can operate at all levels of the organization
    — “Experience in a global high tech/software/SaaS organization is a plus”
  • Individuals who enjoy leading process improvements and working on ad hoc strategic projects
    — “Manage frequent ad hoc / strategic projects to support senior management and business decisions”

Things to consider

  • Candidates must be prepared to work in the San Francisco office at least twice a week
    — “Able and willing to come into the San Francisco office as needed, twice a week or more”
  • The role may require adapting to evolving processes and systems as the company scales
    — “Evolving these processes as needed”

How to stand out

  • Emphasize your ability to maintain 1% forecast accuracy in prior roles
    — “maintaining 1% forecast accuracy”
  • Showcase your expertise in financial modeling and your ability to provide insightful analysis
    — “Excellent financial modeling and analysis skills”
  • Demonstrate your ability to work cross-functionally and independently in your resume and interviews
    — “the ability to work both cross functionally and independently”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • drive budgeting and forecasting processes for People and Corporate Development functions
  • manage frequent ad hoc / strategic projects
Typical background
5+ years of experience in FP&A

Skills & requirements

Required

Financial ModelingForecasting ProcessesBudgetingStrategic PlanningProcess Improvement

Preferred

AnaplanTableauAI Tools

Stack & domain

Financial Modeling And AnalysisExcel/gsheetsPowerpoint/gslidesAnaplanTableauAI ToolsExcellent Verbal And Written CommunicationAbility To Manage Multiple Tasks In A Deadline-driven EnvironmentAbility To Challenge The Status Quo And Bring Forth New Ways Of ThinkingFinanceCorporate DevelopmentFP&A

About the role

Original posting from Okta

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.

We are seeking an experienced, motivated Finance Manager who will be a key player in, and is truly excited about, driving and effectively scaling Okta's growth. This role will report into the Finance Director - G&A, COO, and International FP&A, and is a fantastic opportunity for a candidate who 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 has strong analytical skills, excellent attention to detail without losing the big picture, and the ability to work both cross functionally and independently. This person is comfortable operating at all levels. They are highly organized, and are truly excited about financial analysis and insights.

Job Duties and Responsibilities:

Be the key FP&A partner to the Chief People Officer and EVP of Corporate Development

Drive the budgeting and forecasting processes for People and Corporate Development functions, including: 

Company-wide Benefits planning

Partnering with business on strategic initiatives

Optimizing spend portfolios, maintaining 1% forecast accuracy

Owning insightful analysis on headcount, spend, and other key drivers and metrics based on operational performance

Evolving these processes as needed

Participate in the company’s long-range strategic planning as applicable

Manage frequent ad hoc / strategic projects to support senior management and business decisions

Opportunity to increase scope with business needs

Lead process and systems improvement, automation, and scaling projects for your area and broader FP&A, and partner on cross-functional teams, to drive the company’s continued growth

Required Skills and Experience:

Able and willing to come into the San Francisco office as needed, twice a week or more

5+ years of experience in FP&A

Strong business acumen and expertise partnering with senior leadership

Excellent financial modeling and analysis skills

Advanced Excel/GSheets and PowerPoint/GSlides skills

Experience with Anaplan, Tableau, and AI tools is a plus

Excellent verbal and written communication skills

Ability to manage multiple tasks in a deadline-driven environment while maintaining a high level of precision

Ability to challenge the status quo and bring forth new ways of thinking

Experience in a global high tech/software/SaaS organization is a plus

#LI-hybrid

#MK-1

P26347_3616495

The annual base salary range for this position for candidates located in the San Francisco Bay area is between: $143,000—$197,000 USDBelow 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 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 USDThe 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.

Source: Okta careers

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