Okta4 дня назад
Sr. Manager, GTM FP&A
Зарплата не указана
San Francisco
Обязанности
- 01Serve as a strategic finance partner to the Go-to-Market organization, supporting Partners, Sales Enablement, Sales Development (xDR) & GTM Consolidation
- 02Own 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
- 03Own the budgeting and forecasting processes for these functions, including: Partnering with business leaders to ensure accuracy for controllable spend, headcount, and key operational metrics
- 04Preparing budget vs. actual variance analysis and executive reporting
- 05Leading thoughtful analysis to evaluate key drivers, identify risks and opportunities, and drive operational efficiencies
- 06Collaborating with the Accounting organization on accruals, close activities, and forecast accuracy
- 07Continuously evolving planning processes, reporting, and forecasting methodologies
- 08Manage and develop one Sr. Financial Analyst, providing coaching, mentorship, and career development while fostering a high-performance, collaborative team environment
- 09Partner 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
- 10Support the VP of Sales Enablement by developing ROI frameworks, tracking program effectiveness, and providing financial guidance on enablement investments, productivity initiatives, and organizational scaling
- 11Assist the VP of the Sales Development (xDR) organization by providing financial support for hiring plans, productivity metrics, capacity planning, territory coverage, and investment optimization
- 12Develop scalable operational and financial models to support headcount planning, productivity analysis, pipeline generation, and GTM investment decisions across supported organizations
- 13Build executive-ready reporting, dashboards, and presentations that synthesize financial and operational performance into actionable insights for senior leadership
- 14Led 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
- 15Identify opportunities to improve forecasting accuracy, automate reporting, and scale financial processes through systems enhancements and AI-enabled workflows
- 16Assist with and manage frequent ad hoc analyses to support senior management and strategic business decisions
- 17Lead process improvement and scaling initiatives within FP&A while partnering cross-functionally to support the company's continued growth
Требования
- 01A minimum of 7+ years of FP&A, Strategic Finance, or related finance experience
- 02Bachelor's degree in Finance, Accounting, Economics, or a related field
- 03MBA, consulting, investment banking, or Big 4 experience is a plus
- 04Experience partnering with Go-to-Market organizations, including Sales, Partners, Sales Operations, Revenue Operations, Sales Enablement, or Sales Development, is strongly preferred
- 05Strong experience with budgeting, forecasting, financial modeling, variance analysis, and executive reporting
- 06Experience partnering directly with senior business leaders and influencing decision-making through data-driven insights
- 07Proficiency with FP&A systems is required; Anaplan and Workday experience are a huge plus
- 08Proficiency with AI and automation tools and leveraging them to improve finance workflows and operational efficiency
- 09Excellent financial modeling and analytical skills
- 10Advanced Excel and/or Google Sheets skills, along with strong PowerPoint and/or Google Slides capabilities
- 11Ability to manage multiple priorities in a fast-paced, deadline-driven environment while maintaining exceptional attention to detail
- 12Excellent written and verbal communication skills, with the ability to translate complex financial concepts into actionable business recommendations
- 13Prior experience in a high-growth technology, software, or SaaS organization is preferred
- 14Highly adaptable, comfortable with ambiguity, and motivated to challenge the status quo while continuously improving processes
Условия
- 01The annual base salary range for this position for candidates located in the San Francisco Bay area is between $182,000 — $249,700 USD
- 02The annual base salary range for candidates located in California (excluding San Francisco Bay Area), Colorado, Illinois, New York and Washington
- 03Be a strategic finance partner to the Go-to-Market organization, supporting Partners, Sales Enablement, Sales Development (xDR) & GTM Consolidation
- 04Own 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
- 05Own the budgeting and forecasting processes for these functions, including: Partnering with business leaders to ensure accuracy for controllable spend, headcount, and key operational metrics
- 06Preparing budget vs. actual variance analysis and executive reporting
- 07Leading thoughtful analysis to evaluate key drivers, identify risks and opportunities, and drive operational efficiencies
- 08Collaborating with the Accounting organization on accruals, close activities, and forecast accuracy
- 09Continuously evolving planning processes, reporting, and forecasting methodologies
- 10Manage and develop one Sr. Financial Analyst, providing coaching, mentorship, and career development while fostering a high-performance, collaborative team environment
- 11Partner 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
- 12Support the VP of Sales Enablement by developing ROI frameworks, tracking program effectiveness, and providing financial guidance on enablement investments, productivity initiatives, and organizational scaling
- 13Assist the VP of the Sales Development (xDR) organization by providing financial support for hiring plans, productivity metrics, capacity planning, territory coverage, and investment optimization
- 14Develop scalable operational and financial models to support headcount planning, productivity analysis, pipeline generation, and GTM investment decisions across supported organizations
- 15Build executive-ready reporting, dashboards, and presentations that synthesize financial and operational performance into actionable insights for senior leadership
- 16Led 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
- 17Identify opportunities to improve forecasting accuracy, automate reporting, and scale financial processes through systems enhancements and AI-enabled workflows
- 18Assist with and manage frequent ad hoc analyses to support senior management and strategic business decisions
- 19Lead process improvement and scaling initiatives within FP&A while partnering cross-functionally to support the company's continued growth