Head of Corporate Financial Planning & Analysis (FP&A) (2024)

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Okta

Yesterday

Job
Full-time
Expert / Leadership (9+ years)
Banking & Finance
San Francisco

Requirements

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 circ*mstances.
Strategic Mindset: Seeing ahead to future possibilities and translating them into breakthrough strategies.

Responsibilities

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.

FAQs

What are the key responsibilities of the Head of Corporate Financial Planning & Analysis (FP&A)?

The key responsibilities include partnering with senior leadership to meet financial objectives, identifying risks and opportunities, building strategic partnerships across teams, improving processes, creating accurate forecasts, and providing transparency around key operating metrics.

Who does the Head of Corporate Financial Planning & Analysis (FP&A) report to?

This position reports to the Head of FP&A.

What qualities make a successful candidate for this role?

A successful candidate should have strong financial planning & analysis skills, the ability to build strategic partnerships, leadership experience, a track record of accurate forecasting, and excellent communication skills.

How does the Head of Corporate Financial Planning & Analysis (FP&A) contribute to the overall success of the company?

The Head of FP&A plays a crucial role in helping the company meet its financial objectives, identifying risks and opportunities, improving processes, and providing transparency around key operating metrics. This ultimately leads to the company's success.

Okta

The World's Identity Company

Technology

Industry

1001-5000

Employees

2009

Founded Year

Mission & Purpose

Okta is the leading independent identity provider. The Okta Identity Cloud enables organizations to securely connect the right people to the right technologies at the right time. With more than 7,000 pre-built integrations to applications and infrastructure providers, Okta provides simple and secure access to people and organizations everywhere, giving them the confidence to reach their full potential. More than 10,000 organizations, including JetBlue, Nordstrom, Siemens, Slack, T-Mobile, Takeda, Teach for America, and Twilio, trust Okta to help protect the identities of their workforces and customers.

Benefits

Healthcare
Sick pay insurance
Pension scheme
Dental