Candidates with FP&A experience in high-growth tech environments and strong cross-functional collaboration skills will find this strategic finance role in San Francisco.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Okta
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As our Chief Revenue Officer's organization continues to expand in scope and strategic importance, our FP&A team plays a critical role in shaping the next phase of the company's growth. This role offers a unique opportunity to serve as a trusted finance partner to senior GTM leadership, with a seat at the table driving high-impact initiatives including our partner strategy, international expansion, and investment planning. If you're energized by influencing strategy, partnering cross-functionally, and helping scale a high-growth business, you'll have a direct hand in enabling our long-term success as we continue delivering profitable growth for years to come.
The person must be based in San Francisco, CA with a two day in-office requirement (Tuesday & Wednesday)
Be a strategic finance partner to the Go-to-Market organization, supporting Partners, Sales Enablement, Sales Development (xDR) & GTM Consolidation.
Own the consolidated GTM expense forecast and serve as the central coordination point across the broader GTM Finance organization, ensuring consistent assumptions, reporting, and executive-level insights/packages.
Own the budgeting and forecasting processes for these functions, including:
Partnering with business leaders to ensure accuracy for controllable spend, headcount, and key operational metrics.
Preparing budget vs. actual variance analysis and executive reporting.
Leading thoughtful analysis to evaluate key drivers, identify risks and opportunities, and drive operational efficiencies.
Collaborating with the Accounting organization on accruals, close activities, and forecast accuracy.
Continuously evolving planning processes, reporting, and forecasting methodologies.
Manage and develop one Sr. Financial Analyst, providing coaching, mentorship, and career development while fostering a high-performance, collaborative team environment.
Partner closely with the SVP of the Partners organization to evaluate investment decisions, measure partner program performance, and develop financial models supporting strategic initiatives and resource allocation.
Support the VP of Sales Enablement by developing ROI frameworks, tracking program effectiveness, and providing financial guidance on enablement investments, productivity initiatives, and organizational scaling.
Assist the VP of the Sales Development (xDR) organization by providing financial support for hiring plans, productivity metrics, capacity planning, territory coverage, and investment optimization.
Develop scalable operational and financial models to support headcount planning, productivity analysis, pipeline generation, and GTM investment decisions across supported organizations.
Build executive-ready reporting, dashboards, and presentations that synthesize financial and operational performance into actionable insights for senior leadership.
Led cross-functional planning with Sales Operations, Recruiting, People, and business leaders to develop annual operating plans, long-range strategic plans, and quarterly forecasts, aligning financial objectives with GTM execution and business priorities.
Identify opportunities to improve forecasting accuracy, automate reporting, and scale financial processes through systems enhancements and AI-enabled workflows.
Assist with and manage frequent ad hoc analyses to support senior management and strategic business decisions.
Lead process improvement and scaling initiatives within FP&A while partnering cross-functionally to support the company's continued growth.
Required Skills and Experience:
A minimum of 7+ years of FP&A, Strategic Finance, or related finance experience.
Bachelor's degree in Finance, Accounting, Economics, or a related field.
MBA, consulting, investment banking, or Big 4 experience is a plus.
Experience partnering with Go-to-Market organizations, including Sales, Partners, Sales Operations, Revenue Operations, Sales Enablement, or Sales Development, is strongly preferred.
Strong experience with budgeting, forecasting, financial modeling, variance analysis, and executive reporting.
Experience partnering directly with senior business leaders and influencing decision-making through data-driven insights.
Proficiency with FP&A systems is required; Anaplan and Workday experience are a huge plus.
Proficiency with AI and automation tools and leveraging them to improve finance workflows and operational efficiency.
Excellent financial modeling and analytical skills.
Advanced Excel and/or Google Sheets skills, along with strong PowerPoint and/or Google Slides capabilities.
Ability to manage multiple priorities in a fast-paced, deadline-driven environment while maintaining exceptional attention to detail.
Excellent written and verbal communication skills, with the ability to translate complex financial concepts into actionable business recommendations.
Prior experience in a high-growth technology, software, or SaaS organization is preferred.
Highly adaptable, comfortable with ambiguity, and motivated to challenge the status quo while continuously improving processes.
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The annual base salary range for this position for candidates located in the San Francisco Bay area is between: $182,000—$249,700 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:$162,000—$223,300 USDThe Okta Experience
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Source: Okta careers