Sr. Manager, GTM FP&A

About the role

The Chief Revenue Officer's organization is expanding, and the FP&A team is crucial to its growth. This role serves as a trusted finance partner to senior Go-to-Market leadership, focusing on partner strategy, international expansion, and investment planning.

Responsibilities

• Strategic finance partner to the Go-to-Market organization, supporting Partners, Sales Enablement, Sales Development (xDR), and GTM Consolidation.
• Owns the consolidated GTM expense forecast and serves as the central coordination point across the broader GTM Finance organization.
• Manages and develops one Senior Financial Analyst, providing coaching, mentorship, and career development.
• Collaborates with the SVP of the Partners organization to evaluate investment decisions, measure partner program performance, and develop financial models.
• Supports the VP of Sales Enablement by developing ROI frameworks, tracking program effectiveness, and providing financial guidance.
• Assists the VP of the Sales Development (xDR) organization with financial support for hiring plans, productivity metrics, capacity planning, territory coverage, and investment optimization.
• Develops scalable operational and financial models to support headcount planning, productivity analysis, pipeline generation, and GTM investment decisions.
• Led cross-functional planning with Sales Operations, Recruiting, People, and business leaders to develop annual operating plans, long-range strategic plans, and quarterly forecasts.
• Identifies opportunities to improve forecasting accuracy, automate reporting, and scale financial processes through systems enhancements and AI-enabled workflows.
• Assists with and manages frequent ad hoc analyses to support senior management and strategic business decisions.
• Leads process improvement and scaling initiatives within FP&A while partnering cross-functionally to support the company's continued growth.

Requirements

• A minimum of 7+ years of FP&A, Strategic Finance, or related finance experience.
• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• MBA, consulting, investment banking, or Big 4 experience is a plus.
• Experience partnering with Go-to-Market organizations, including Sales, Partners, Sales Operations, Revenue Operations, Sales Enablement, or Sales Development.
• Strong experience with budgeting, forecasting, financial modeling, variance analysis, and executive reporting.
• Experience partnering directly with senior business leaders and influencing decision-making through data-driven insights.
• Proficiency with FP&A systems is required; Anaplan and Workday experience are a plus.
• Proficiency with AI and automation tools and leveraging them to improve finance workflows and operational efficiency.
• Excellent financial modeling and analytical skills.
• Advanced Excel and/or Google Sheets skills, along with strong PowerPoint and/or Google Slides capabilities.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment while maintaining exceptional attention to detail.
• Excellent written and verbal communication skills, with the ability to translate complex financial concepts into actionable business recommendations.
• Prior experience in a high-growth technology, software, or SaaS organization is preferred.
• Highly adaptable, comfortable with ambiguity, and motivated to challenge the status quo while continuously improving processes.

Qualifications

• Based in San Francisco, CA with a two-day in-office requirement (Tuesday & Wednesday).
• Annual base salary range for candidates located in the San Francisco Bay area: $182,000 USD - $249,700 USD.
• Annual base salary range for candidates located in California (excluding San Francisco Bay Area), Colorado, Illinois, New York, and Washington: $162,000 USD - $223,300 USD.
• 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).