Finance Manager, Technology FP&A

• 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

• →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. 

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• Developing Talent and Fostering Connection + Community

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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.

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