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Senior Financial Manager, Customer Focus

2 months ago

San Francisco, California, United States Okta, Inc. Full time

About Okta, Inc.

Okta is recognized as a leader in identity management solutions. Our mission is to empower individuals to securely access any technology, regardless of location or device. Our comprehensive identity solutions enhance security and facilitate seamless user experiences, making identity a fundamental aspect of business operations and growth.

Key Responsibilities:

  • The successful candidate will demonstrate expertise in delivering financial insights and operational support, fostering excellence in operations, and engaging effectively with both internal and external stakeholders.
  • Act as a strategic financial advisor to the executives overseeing Customer Success, Support, Global Services, and Renewals.
  • Establish and nurture strong finance partnerships with key executives and Customer Operations teams.
  • Collaborate with Sales Finance to align financial planning and initiatives with the overarching sales strategy.
  • Work in close coordination with Customer Operations leadership to facilitate effective planning and execution.
  • Oversee the budgeting and forecasting processes for Customer Operations, including:
    • Partnering with business units to ensure precision in headcount, program expenditures, and other critical metrics based on operational performance.
    • Preparing variance analyses and relevant financial reporting.
    • Conducting in-depth analyses to evaluate key performance drivers and metrics, while collaborating on enhancing operational efficiencies.
    • Working with the controllership team on accruals and other aspects of the financial close process.
    • Continuously refining these processes as necessary.
  • Generate monthly and quarterly management reports detailing performance metrics, leading indicators, and validation of planning assumptions.
  • Collaborate with Customer Operations to provide consolidated metrics, including core financials and utilization rates, to drive performance improvement.
  • Lead ad hoc projects and targeted initiatives to support senior management in strategic decision-making.
  • Champion process enhancements and system improvements within your domain, collaborating with cross-functional teams to support the company’s growth trajectory.

Required Skills:

  • Strong analytical capabilities: Ability to work autonomously, think critically, and derive meaningful insights from both quantitative and qualitative data.
  • Financial acumen: Proficiency in assessing financial indicators and translating data into actionable strategies.
  • Problem-solving expertise: Employing logical approaches to address complex challenges with effective solutions.
  • Relationship management: Skill in cultivating constructive relationships with a diverse range of business partners, including senior management.
  • Influencing skills: Ability to navigate a matrixed environment and assertively drive successful management strategies.
  • Presentation proficiency: Capable of delivering impactful presentations in various settings.

Qualifications:

  • Minimum of 7 years of progressive experience in Financial Planning & Analysis, with at least 5 years supporting rapidly growing customer success or global services organizations.
  • Exceptional communication skills and experience presenting to senior leadership.
  • Proven track record in building and mentoring high-performing teams.
  • High proficiency in FP&A systems is essential; experience with Anaplan and Tableau is highly advantageous.
  • Strong financial modeling and analytical skills.
  • Advanced Excel and PowerPoint skills are mandatory.
  • Experience in high-growth technology or SaaS environments is preferred.
  • Bachelor's degree in Accounting, Business, or a related field from an accredited institution; CPA or equivalent advanced credential is preferred.