Senior Financial Manager, Customer Focus
2 weeks ago
About Okta, Inc.
Okta is recognized as the leading identity management company globally. We empower individuals to securely access any technology—anywhere, on any device or application. Our Workforce and Customer Identity Clouds provide secure yet adaptable access, authentication, and automation, revolutionizing how individuals navigate the digital landscape, with Identity as the cornerstone of business security and growth.
Position Overview:
The successful candidate will possess a strong history of delivering financial and operational insights, enhancing operational excellence, and effectively managing both internal and external stakeholders.
Key Responsibilities:
- Act as a strategic finance collaborator for the executives overseeing Customer Success, Customer Support, Global Services, and Renewals.
- Establish and nurture robust finance partnerships with key executives and Customer First Operations.
- Collaborate with Sales Finance to align service financial plans and initiatives with Sales' strategic objectives.
- Engage closely with Customer First Operations leadership to support planning and execution efforts.
- Oversee the budgeting and forecasting processes for Customer First, including:
- Working with business partners to ensure accuracy in headcount, program expenditures, and other critical metrics based on operational performance.
- Preparing budget versus actual variance analyses and relevant reporting.
- Conducting thorough analyses to evaluate key drivers and metrics, and partnering to enhance operational efficiencies.
- Collaborating with the controllership team on accruals and other aspects of the closing process.
- Refining these processes as necessary.
- Generate monthly and quarterly management reports detailing performance, leading indicators, validation of planning assumptions, and key business metrics.
- Work alongside the Customer First Operations team to deliver consolidated metrics, including core financials and utilization rates, and devise solutions to maximize performance impact.
- Facilitate and lead frequent ad hoc projects to support senior management in strategic business decisions.
- Drive process and system enhancements and scaling initiatives within your area while collaborating on cross-functional teams to promote the company's growth.
Required Skills:
- Strong analytical capabilities, with the ability to work autonomously and derive meaningful insights from both quantitative and qualitative data.
- Financial and business acumen to assess financial indicators and translate data into actionable strategies.
- Problem-solving skills with a methodical approach to resolving complex issues.
- Effective relationship management skills to build constructive partnerships with a diverse range of business stakeholders, including senior management.
- Proven ability to influence across all organizational levels and work effectively within a matrixed environment.
- Strong presentation skills, capable of engaging in various settings, from one-on-one to large group presentations.
Qualifications:
- Minimum of 7 years of progressive experience in Financial Planning & Analysis (FP&A), with at least 5 years supporting rapidly growing customer success/support or global services organizations.
- Exceptional communication skills and experience presenting to senior leadership.
- Experience 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 proficiency are required.
- Prior experience in a high-growth technology/software/SaaS environment is preferred.
- Bachelor's degree in Accounting, Business, or a related field from an accredited institution; CPA or other advanced professional credentials are preferred.
Okta is committed to fostering a diverse and inclusive workplace. We are an Equal Opportunity Employer and welcome applicants from all backgrounds.
-
Senior Financial Manager, Customer Focus
2 weeks ago
San Francisco, California, United States Okta, Inc. Full timeAbout 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...
-
San Francisco, California, United States Okta, Inc. Full timeAbout Okta, Inc.Okta is recognized as the leading identity provider globally. Our mission is to empower individuals to securely access any technology—regardless of location or device. Our solutions for Workforce and Customer Identity enable seamless access, authentication, and automation, revolutionizing the way users navigate the digital landscape, with...
-
San Francisco, California, United States Okta, Inc. Full timeAbout Okta, Inc.Okta is recognized as the premier identity management company globally. We empower individuals to securely access any technology—regardless of location, device, or application. Our Workforce and Customer Identity Clouds provide secure and adaptable access, authentication, and automation, revolutionizing how individuals navigate the digital...
-
Senior Financial Reporting Analyst
2 weeks ago
San Francisco, California, United States Karat Financial Full timePosition Overview:We are seeking a Senior Accountant to join our dynamic Finance team at Karat Financial. This role is pivotal in managing and executing essential financial reporting and treasury operations.Key Responsibilities:As a Senior Accountant, you will be responsible for:Ensuring accurate and timely monthly financial close processes using Quickbooks,...
-
San Francisco, California, United States Cash App Full timeJob DescriptionCompany OverviewCash App is a dynamic ecosystem developing unique financial products to provide a better way to send, spend, invest, borrow, and save for our 47 million monthly active customers. We want to redefine the world's relationship with money to make it more relatable, instantly available, and universally accessible.Job SummaryWe are...
-
San Francisco, California, United States Weights & Biases Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning and Analysis Manager to join our team at Weights & Biases. As a key member of our finance organization, you will play a critical role in supporting the growth and success of our Go-to-Market organizations.Key ResponsibilitiesBusiness Partnership and Strategic SupportDevelop and maintain...
-
Senior Finance Officer
2 weeks ago
San Francisco, California, United States Creative Financial Staffing Full timeSenior Finance OfficerThe Senior Finance Officer possesses a robust background in financial management, accounting practices, journal entries, reclassifications, and auditing, with a particular focus on SEFA (Schedule of Expenditures of Federal Awards) audits. This role requires experience in billing for government grants and a strong command of technical...
-
Financial Services Analyst
2 weeks ago
San Francisco, California, United States Oppenheimer & Co. Full timeAbout Oppenheimer & Co.: Oppenheimer & Co. (NYSE: OPY) is a comprehensive financial services organization, providing a diverse array of investment banking, securities, asset management, and wealth management solutions from numerous offices in key financial hubs across the United States, along with Investment Banking and Trading Desks located in international...
-
Senior Financial Planning
2 weeks ago
San Francisco, California, United States Weights & Biases Full timeAbout Weights & Biases: We are dedicated to creating exceptional tools for AI developers. Our journey began with the realization that while developers had access to outstanding coding tools, machine learning practitioners lacked equally effective resources for model development. From our initial experiment tracking product, we have evolved into a...
-
Senior Financial Planning
1 week ago
San Francisco, California, United States Weights & Biases Full timeAbout Weights & Biases: At Weights & Biases, we are dedicated to creating the finest tools for AI developers. Our journey began with the realization that while developers had access to exceptional tools for coding, there was a lack of equally impressive tools for machine learning practitioners to enhance their models. From our initial experiment tracking...
-
Senior Financial Manager
2 weeks ago
San Francisco, California, United States NTT DATA Full timeAbout NTT DATA: NTT DATA is a prominent provider of IT and business solutions, excelling in cloud services, data management, and application development. As part of a global network recognized for transformative consulting and technology solutions, we operate across numerous countries to foster innovation and success for our clients.Position Overview: We are...
-
Senior Financial Manager
2 weeks ago
San Francisco, California, United States NTT DATA Full timeAbout NTT DATA: NTT DATA is a premier provider of IT and business solutions, focusing on cloud services, data management, and application development. As part of a global network recognized for transformative consulting and technology solutions, we operate across numerous countries to foster innovation and success for our clients.Position Overview: We are...
-
Senior Financial Manager
2 weeks ago
San Francisco, California, United States NTT DATA Full timeAbout NTT DATA: NTT DATA is a premier provider of IT and business solutions, focusing on cloud services, data management, and application development. We are part of a global network recognized for transformative consulting and technology solutions, operating in 80 countries to foster innovation and success for our clients.Position Overview: We are seeking a...
-
Senior Credit Analyst
1 week ago
San Francisco, California, United States PNC Financial Services Group Full timeAbout the RolePNC Financial Services Group is seeking a highly skilled and detail-oriented Senior Credit Analyst to join our Multifamily Underwriting team. As a Senior Credit Analyst, you will play a critical role in analyzing credit, collateral strength, and financial worthiness of loan/transaction parties to prepare and effectively recommend loan...
-
Senior Manager, Financial Due Diligence
6 days ago
San Francisco, California, United States Kroll Full timeAbout the RoleWe are seeking a highly skilled Executive Director to join our Mergers and Acquisitions (M&A) Advisory Services team at Kroll. As a key member of our team, you will be responsible for managing buy-side and sell-side financial due diligence engagements for private equity, lender, and corporate clients.Key ResponsibilitiesFinancial Due Diligence:...
-
Senior Product Manager
2 days ago
San Francisco, California, United States DocuSign, Inc. Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Product Manager to lead the development of our Financial Services product offerings. As a key member of our product management team, you will be responsible for defining and executing the product strategy for our Financial Services customers.Key ResponsibilitiesProduct Strategy: Develop and...
-
San Francisco, California, United States Integral Ad Science, Inc. Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning and Analysis Manager to join our team at Integral Ad Science, Inc. As a key member of our finance team, you will play a critical role in driving business growth and success through strategic financial planning and analysis.Key ResponsibilitiesFinancial Planning and Analysis: Develop and...
-
San Francisco, California, United States Integral Ad Science, Inc. Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning and Analysis Manager to join our team at Integral Ad Science, Inc. As a key member of our finance team, you will play a critical role in driving business growth and success through strategic financial planning and analysis.Key ResponsibilitiesFinancial Planning and Analysis: Develop and...
-
Lead Financial Accountant
2 weeks ago
San Francisco, California, United States Karat Financial Full timePosition Overview:We are seeking a dedicated Senior Accountant to join our Finance team at Karat Financial. This role is essential for managing and executing our key financial reporting and treasury functions.Key Responsibilities:- Ensure accurate and timely monthly closing of financial records using Quickbooks, preparing comprehensive financial packages for...
-
Financial Operations Manager
2 weeks ago
San Francisco, California, United States Nonprofit HR Full timePOSITION SUMMARY:The Financial Operations Manager is tasked with overseeing the accounting and financial management functions of the organization, ensuring that all financial practices align with regulatory standards and internal policies. This role is pivotal in safeguarding the organization's assets and ensuring compliance with all financial reporting...
