Senior Financial Manager, Customer-Centric Operations
2 weeks ago
About 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 landscape, with Identity at the core of business security and advancement.
Key Responsibilities:
- The successful candidate will demonstrate a strong history of delivering financial and operational insights, fostering operational excellence, and managing both internal and external relationships.
- Act as a strategic financial advisor to the executives overseeing Customer Success, Customer Support, Global Services, and Renewals.
- Develop and maintain robust relationships and financial collaborations with key executives and Customer Operations.
- Coordinate with Sales Finance to align service financial plans and initiatives with Sales' strategic objectives.
- Collaborate closely with Customer Operations leadership to facilitate effective planning and execution.
- Oversee the budgeting and forecasting processes for Customer Operations, including:
- Working with business partners to ensure accuracy in headcount, program expenditures, and other critical metrics based on operational performance.
- Preparing variance analyses between budgeted and actual figures along with other pertinent reports.
- Conducting thorough analyses to evaluate key drivers and metrics, while partnering to enhance operational efficiencies.
- Working with the controllership team on accruals and other components of the closing process.
- Continuously improving these processes as necessary.
- Generate monthly and quarterly management reports that detail underlying performance, leading indicators, validation of planning assumptions, and essential business metrics.
- Collaborate with the Customer Operations team to deliver consolidated metrics, including core financials and utilization rates, and drive solutions to enhance performance.
- Lead and manage 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 support the company's growth.
Required Skills:
- Analytical Skills: Ability to work autonomously, think critically, and derive meaningful insights from both quantitative and qualitative data.
- Financial Acumen: Proficiency in evaluating financial indicators and translating data into actionable strategies to achieve results.
- Problem Solving: Capability to apply logical reasoning and sound methodologies to address complex challenges effectively.
- Relationship Management: Skill in building constructive relationships with a diverse range of business partners, including senior management.
- Influencing Skills: Proven ability to work effectively within a matrixed environment and assertively drive successful management strategies.
- Presentation Skills: Proficient in delivering presentations in various settings, including one-on-one, small groups, and larger audiences.
Qualifications:
- 7+ years of progressive experience in Financial Planning & Analysis (FP&A), with at least 5 years supporting rapidly growing customer success or global services organizations preferred.
- 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 skills are mandatory.
- Prior experience in a high-growth technology or SaaS environment is a plus.
- Bachelor's degree in Accounting, Business, or a related field from an accredited institution; CPA or another advanced professional credential is preferred.
Okta is committed to fostering a diverse and inclusive workplace, ensuring equal opportunity for all qualified applicants 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.
-
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...
-
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...
-
Senior Financial Manager, Customer Focus
2 weeks ago
San Francisco, California, United States Okta, Inc. Full timeAbout 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...
-
Senior Financial Consultant
2 weeks ago
San Francisco, California, United States University of California Full timePosition Title: Senior Financial Analyst - Cancer & Ambulatory ServicesDepartment: Finance - Business LineEmployment Type: Full TimeJob Overview:The Senior Financial Analyst plays a crucial role in applying extensive expertise in healthcare decision support and advanced professional concepts to complex projects. This position is essential for providing...
-
Senior Product Manager
6 days ago
San Francisco, California, United States cleanlab Full timeAbout the RoleWe are seeking a highly skilled Senior Product Manager to join our team at Cleanlab. As a key member of our organization, you will be responsible for driving the development and launch of our innovative data-centric AI products.Key ResponsibilitiesProduct OwnershipDevelop and execute product strategies to drive business growth and customer...
-
Senior Financial Planning and Analysis Manager
2 weeks ago
South San Francisco, California, United States Twist Bioscience Full timeFinancial Planning & Analysis Manager at Twist BioscienceAs a Financial Planning & Analysis Manager at Twist Bioscience, you will be instrumental in managing the organization's comprehensive financial planning, forecasting, and reporting functions. Your key responsibilities will encompass:Overseeing the annual budgeting cycle and producing ongoing monthly...
-
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 Ethos Life Full timeJob OverviewAbout Ethos LifeEthos Life is dedicated to simplifying the process of obtaining life insurance for families across the nation. Our innovative approach combines industry knowledge, cutting-edge technology, and personalized service to ensure that families find the ideal policy to safeguard their loved ones.Utilizing advanced technology and data...
-
San Francisco, California, United States Okta, Inc. Full timeAbout the RoleWe are seeking a seasoned leader to join our high-performing Accounts Receivable, Credit and Collections team at Okta, Inc. As a key member of our finance organization, you will be responsible for driving process improvements, leading a team of professionals, and ensuring the efficient management of our financial operations.Key...
-
Senior Living Executive Leader
2 weeks ago
San Francisco, California, United States Integral Senior Living Full timeIntegral Senior Living is a prominent name in the management of senior living communities, focusing on care and lifestyle. Our organization, a proud member of the Discovery Senior Living family, is dedicated to fostering a positive workplace culture that values our employees, who are essential in delivering exceptional experiences for our residents.Position...
-
Senior Financial Operations Manager
2 weeks ago
San Francisco, California, United States Scion Staffing Full timeScion Staffing is excited to announce a search for a skilled Senior Financial Operations Manager for our esteemed client, a remarkable nonprofit organization.This position presents a fantastic opportunity for a committed individual who is enthusiastic about community engagement and financial stewardship. The selected candidate will be responsible for...
-
Senior Financial Strategist
1 week ago
San Francisco, California, United States University of California San Francisco Full timeJob Summary:The Senior Financial Analyst will apply extensive knowledge of industry practices in healthcare decision support and advanced professional concepts to substantial projects, typically at high degrees of complexity.This involves the provision of patient-level financial and clinical data and analysis to inform the medical center or health system's...
-
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...
-
Senior Product Manager
1 week ago
San Francisco, California, United States DocuSign, Inc. Full timeCompany OverviewDocuSign is at the forefront of transforming agreements into actionable processes. With over 1.5 million clients and a billion users globally, our solutions streamline business operations and enhance everyday life. Our Intelligent Agreement Management platform empowers organizations to harness vital data previously locked within documents,...
-
San Francisco, California, United States University of California , San Francisco Full timePosition Overview:This role entails delivering comprehensive financial and clinical data analysis at the patient level to guide the operational, financial, and strategic decision-making processes within the medical center or health system, specifically focusing on Adult Services. Key Responsibilities:1. Conduct Return on Investment (ROI) assessments for...
-
Financial Operations Manager
2 weeks ago
San Francisco, California, United States Nonprofit HR Full timePOSITION SUMMARY:The Financial Operations Manager oversees the accounting and financial functions of the organization, ensuring the proper management of assets and compliance with all financial regulations. This role is crucial in maintaining accurate financial reporting in accordance with generally accepted accounting principles (GAAP). The manager will...
-
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 proper stewardship of assets and compliance with all financial regulations. This role guarantees that all financial reporting aligns with Generally Accepted Accounting Principles (GAAP) and oversees the...
-
Senior Financial Operations Analyst
2 weeks ago
San Francisco, California, United States Airwallex Full timeAbout Airwallex Airwallex stands as the premier integrated payments and financial platform tailored for international enterprises. With our distinctive blend of proprietary technology and software, we empower over 100,000 businesses globally, including notable names such as Brex, Rippling, Navan, Qantas, and SHEIN, by providing comprehensive solutions for...
-
Senior Manager of Customer Success Teams
2 weeks ago
San Francisco, California, United States Wrapbook Full timeAbout Us Wrapbook is an innovative platform designed to streamline production payroll and accounting processes, making them more efficient, rapid, and secure. Our unified payroll solution connects your entire team—production, finance, cast, and crew—within a single interface. We empower production teams to oversee projects, compensate cast and crew,...
-
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...
