People Matter

Head of Corporate Financial Planning & Analysis (FP&A)



Accounting & Finance
San Francisco, CA, USA
Posted on Saturday, March 9, 2024

Get to know Okta

Okta is The World’s Identity Company. We free everyone to safely use any technology—anywhere, on any device or app. Our Workforce and Customer Identity Clouds enable secure yet flexible access, authentication, and automation that transforms how people move through the digital world, putting Identity at the heart of business security and growth.

At Okta, we celebrate a variety of perspectives and experiences. We are not looking for someone who checks every single box - we’re looking for lifelong learners and people who can make us better with their unique experiences.

Join our team! We’re building a world where Identity belongs to you.

Head of Corporate Financial Planning & Analysis (FP&A)

The Head of Corporate Financial Planning & Analysis (FP&A) is a key leader partnering with senior leadership across Okta to meet the company's financial objectives, identifying risks and opportunities across the business. The successful candidate will build strategic partnerships across functional teams, leading to improved processes, accurate forecasts and transparency around key operating metrics. This position reports to the Head of FP&A.

  • Lead quarterly outlook and monthly financial income statement and cash flow forecast processes, resulting in added visibility, a clear understanding of business trends and overall financial outlook, and meeting accuracy targets.
  • Drive the financial long-range planning (LRP) and annual budgeting processes to achieve the overall company strategy, partnering with key stakeholders across FP&A, Operations and Corporate strategy.
  • Conduct ad-hoc analyses with the ability to summarize and present findings clearly to executive leadership team members.
  • Partner with Finance Transformation, Business Technology (IT), and Data & Insights on systems/tools roadmaps, process improvements, reporting and analytics, and automation opportunities to prioritize and improve forecasting, planning, reporting, and other vital areas to scale the function and organization.
  • Be a strategic financial partner to the CFO, FP&A Leadership, and IR Leadership.
  • Partner with the Accounting, Tax, Treasury and Accounting Operations organizations on the close and earnings release processes.
  • Lead corporate FP&A team of 15 based in the US and India, with a heavy emphasis on coaching and managing for performance, career development, and attracting and retaining talent.

What We Need From You

  • 15+ years of relevant FP&A experience, with at least 5 years directly managing people and teams.
  • Bachelor's degree in Finance, Accounting, or related Business field; MBA a plus.
  • You have deep experience in public company SaaS/software, with a command of the SaaS industry and related metrics.
  • You have excellent leadership, interpersonal, communication and business partnering skills, with a track record of collaborating across organizational functions and levels to accomplish team goals.
  • You are a strategic thinker with strong analytical skills who can simplify the complex, make/drive decisions, and adapt to changing environments.
  • You have a strong understanding of FP&A systems and related critical systems (ERP, HCM) and can partner with key stakeholders to develop and execute on an integrated strategy.
  • You can work through ambiguity, create clarity, provide direction and drive change.
  • You excel at managing multiple initiatives and deliverables in a deadline-driven environment while maintaining high quality.
  • You are adept at operating at all levels, with an eye on the strategic big picture, while able to be hands-on at appropriate times.
  • You are proficient in Excel/Gsheet and can create/polish executive-level presentations in PowerPoint/GSlides.
Okta’s Top 5 Core Leadership Competencies are part of the deeply ingrained principles that guide all of our company’s actions. They also align strongly to our cultural cornerstones, our Okta values: love our customers, empower our people, never stop innovating, act with integrity, and maintain transparency. It’s our expectation that our managers and leaders embody these core competencies:
  • Builds Effective Teams: Building strong-identity teams that apply their diverse skills and perspectives to achieve common goals.
  • Demonstrates Self-Awareness (EQ): Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses.
  • Develops Talent: Developing people to meet both their career goals and the organization’s goals.
  • Drives Results: Consistently achieving results, even under tough circumstances.
  • Strategic Mindset: Seeing ahead to future possibilities and translating them into breakthrough strategies.

Below is the annual base salary range for candidates located in California, Colorado, New York and Washington. Your actual base salary will depend on factors such as your skills, qualifications, experience, and work location. In addition, Okta offers equity (where applicable), bonus, and benefits, including health, dental and vision insurance, 401(k), flexible spending account, and paid leave (including PTO and parental leave) in accordance with our applicable plans and policies. To learn more about our Total Rewards program please visit:

The annual base salary range for this position for candidates located in California (excluding San Francisco Bay Area), Colorado, New York, and Washington is between:
$249,000$373,000 USD
The annual base salary range for this position for candidates located in the San Francisco Bay area is between:
$278,000$418,000 USD

What you can look forward to as an Okta employee!

Okta cultivates a dynamic work environment, providing the best tools, technology and benefits to empower our employees to work productively in a setting that best and uniquely suits their needs. Each organization is unique in the degree of flexibility and mobility in which they work so that all employees are enabled to be their most creative and successful versions of themselves, regardless of where they live. Find your place at Okta today!

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. If reasonable accommodation is needed to participate in the job application or interview process, please use this Form to request an accommodation.

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