Okta11 дней назад
Finance Manager, Technology FP&A
Зарплата не указана
San Francisco
Обязанности
- 01Be a strategic financial partner to the newly formed organization
- 02Own the budgeting and forecasting processes for this function
- 03Partnering with business to ensure accuracy for controllable spend and other key metrics based on operational performance
- 04Preparing budget vs. actual variance analysis and other relevant reporting
- 05Leading thoughtful analysis, evaluating key drivers and metrics, and partnering on driving operational efficiencies
- 06Collaborating with the controllership organization on accruals and other elements of the close process
- 07Evolving these processes, as needed
- 08M&A Deal Model Review & Stress-Testing: Evaluate, critique, and pressure-test buy-side valuation and financial deal models provided by Corporate Development
- 09Lead the financial due diligence workstream for target acquisitions
- 10Lead the translation of deal-stage financial models into functional operational budgets, COA (Chart of Accounts) structures, and FP&A tracking mechanisms post-close
- 11Participate in the company’s long-range strategic planning, as applicable
- 12Partner 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
- 13Lead 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
- 14Evaluate 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
- 15Synthesize 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
- 16Assist with and manage frequent ad hoc projects, to support senior management and business decisions
- 17Lead 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
Требования
- 01A minimum of 5+ years of FP&A experience
- 02Bachelor's degree in Finance, Accounting, or Economics
- 03MBA, Big 4 accounting, or investment banking experience a plus
- 04M&A support: Deal model review, financial diligence, operating model conversion & post merger integration/synergy tracking
- 05Proficiency with FP&A systems required
- 06Anaplan, Workday experience is a HUGE plus
- 07Proficiency with AI tools and implementing them into workflows
- 08Excellent financial modeling and analysis skills
- 09Advanced Excel and/or Gsheet and strong PowerPoint and/or Slides skills are required
- 10Manage multiple tasks in a deadline-driven environment while maintaining a high level of precision
- 11Excellent communication and influencing skills, both written and verbal
- 12Prior experience in a high-growth high tech/software/SaaS organization is a plus
- 13Very comfortable with change and challenging the status quo
Условия
- 01This position will be based in San Francisco CA with a two day in office requirement (Tuesday & Wednesday)
- 02The annual base salary range for this position for candidates located in the San Francisco Bay area is between: $143,000 — $197,000 USD
- 03The 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
- 04Okta 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)