Senior Finance Manager, Okta

GTM, Customer First

$162-244k

Salary applicable for candidates in SF outside the bay area

Tableau
Excel
Anaplan
Senior and Expert level
San Francisco Bay Area
Okta

Management platform securing resources from cloud to ground

Open for applications

Okta

Management platform securing resources from cloud to ground

1001+ employees

B2BSecurityInternal toolsSaaSIdentity

Open for applications

$162-244k

Salary applicable for candidates in SF outside the bay area

Tableau
Excel
Anaplan
Senior and Expert level
San Francisco Bay Area

1001+ employees

B2BSecurityInternal toolsSaaSIdentity

Company mission

To improve the connections between people and tools to make companies more productive and secure.

Role

Who you are

  • The ideal candidate will have a proven track record of providing financial and operational guidance, driving operational excellence, and managing internal and external stakeholders
  • Analytical Skills: Ability to work independently, think objectively, and interpret meaningful and insightful narratives from both quantitative as well as qualitative data
  • Financial and Business Acumen: Ability to evaluate financial and business indicators and translate as well as distill data into actionable information to drive results
  • Problem Solving & Decision Quality: Ability to apply rigorous logic and sound methods to solve multi-faceted problems with effective solutions
  • Relationship Management: Ability to build constructive and effective relationships with a broad and diverse group of business partners, inclusive of senior members of management
  • Ability to influence at all levels, with a demonstrated aptitude to work effectively within a matrixed team across multiple functional areas, and be assertive in driving successful management strategies
  • Presentation Skills: Effective in a variety of presentation settings including one-on-one, small, and large groups
  • 7+ years of progressive experience in FP&A with 5+ years having supported a rapidly growing customer success/support and/or global services organizations, highly preferred
  • Strong communication skills and senior-level presentation experience
  • Experience building and mentoring high-performing teams
  • High proficiency with FP&A systems is required, Anaplan & Tableau experience is a HUGE plus
  • Excellent financial modeling and analysis skills
  • Advanced Excel and strong PowerPoint skills are required
  • Prior experience with SalesForce.com is a plus
  • Prior experience in a high-growth high tech/software/SaaS organization is a plus
  • Bachelor’s degree in Accounting, Business, or equivalent from an accredited college/university; CPA or another advanced professional credential is preferred

What the job involves

  • Be a strategic finance partner to the Customer First executives who are responsible for the Customer Success, Customer Support, Global Services as well as Renewals functions
  • Collaborate and build strong relationships and finance partnerships with key executives and Customer First Operations
  • Partner with Sales Finance to ensure alignment of services financial plan and initiatives with Sales’ short and long-range plan
  • Work closely with Customer First Operations leadership and teams to facilitate planning and execution
  • Own the budgeting and forecasting processes for Customer First, including:
  • Partnering with business partners to ensure accuracy for headcount, program
  • Spending, 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 as well as other elements of the close process,
  • Evolving these processes, as needed
  • Develop monthly/quarterly management reports regarding the underlying performance, leading indicators, validation of plan assumptions, and key metrics on the business,
  • Work closely with the Customer First Operations team to deliver consolidated metrics including core financials plus utilization rates, bill rates, etc., and help drive solutions to maximize the impact of metrics to performance
  • Facilitate and drive frequent ad hoc as well as targeted projects to support senior management on business decisions
  • Lead process and system improvements and scaling projects for your area and partner on cross functional teams, to drive the company’s continued growth and scaling

Our take

Okta started off as an identity company where organisations, large and small, could tap into the company to have a single sign-on interface to access all cloud applications now centralised. Okta has since expanded to provide identity management at the device as well as the server level.

The new approach towards network security is increasingly based on identification and authentication, and Okta is on track to become the go-to vendor in the space. They aim to do so by developing products that enable people to access applications and other tools more smoothly and securely than ever before.

Okta has taken strides towards expansion through significant employee growth and shuffling executive leadership. The company has also made lateral moves such as tackling governance concerns, opening up new paths for revenue.

Freddie headshot

Freddie

Company Specialist

Insights

Top investors

Some candidates hear
back within 2 weeks

19% employee growth in 12 months

Company

Funding (last 2 of 7 rounds)

Sep 2015

$75m

SERIES F

Jun 2014

$75m

SERIES E

Total funding: $229.3m

Company benefits

  • Work from home opportunities
  • Health + Wellness
  • Financial Benefits
  • Pay + Incentives
  • Time Off
  • Everyday Living
  • Resources

Company values

  • Love our customers
  • Never stop innovating
  • Act with integrity
  • Be transparent
  • Empower our people

Company HQ

The East Cut, San Francisco, CA

Founders

VP of Development at Salesforce.com and has nearly a decade of experience in various engineering and leadership roles at PeopleSoft.

Frederic Kerrest

(Vice Chairman)

Worked in Sales and Business Development at Salesforce.com, and previously co-founded high-tech consulting firm Meridian Global Solutions.


People progressing

Joined as Senior Manager, Recruiting EMEA and promoted to Director, Recruiting EMEA after 3 years. Promoted again to Senior Director, Recruiting EMEA after another 3 years.

Salary benchmarks

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Diversity & Inclusion at Okta

  • Workforce: We believe in recruiting diverse talent to create balanced teams
  • Workplace: We support and empower employees to be authentic and grow through open conversations and education
  • Marketplace: We go to market and sell to diverse audiences

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