# Sr. Manager, GTM FP&A

**Company:** [Okta](https://hotfix.jobs/companies/okta)
**Location:** San Francisco, CA
**Role:** Revenue Operations
**Salary:** $162k – $250k/yr
**Experience:** 7+ years
**Skills:** FP&A, Financial Modeling, Budgeting, Forecasting, Variance Analysis, anaplan, Workday, Excel, PowerPoint, AI Tools, Automation
**Posted:** 2026-07-27

> Serve as strategic finance partner to Okta's Go-to-Market leadership, owning consolidated GTM budgeting, forecasting, and performance analysis while managing one analyst. Requires 7+ years FP&A experience, strong modeling and executive communication skills, and GTM partnering background.

## Job Description

## Responsibilities
- Be a strategic finance partner to the Go-to-Market organization, supporting Partners, Sales Enablement, Sales Development (xDR) & GTM Consolidation.
- Own the consolidated GTM expense forecast and serve as the central coordination point across the broader GTM Finance organization, ensuring consistent assumptions, reporting, and executive-level insights/packages.
- Own the budgeting and forecasting processes for these functions, including partnering with business leaders to ensure accuracy for controllable spend, headcount, and key operational metrics; preparing budget vs. actual variance analysis and executive reporting; leading thoughtful analysis to evaluate key drivers, identify risks and opportunities, and drive operational efficiencies; collaborating with the Accounting organization on accruals, close activities, and forecast accuracy; continuously evolving planning processes, reporting, and forecasting methodologies.
- Manage and develop one Sr. Financial Analyst, providing coaching, mentorship, and career development while fostering a high-performance, collaborative team environment.
- Partner closely with the SVP of the Partners organization to evaluate investment decisions, measure partner program performance, and develop financial models supporting strategic initiatives and resource allocation.
- Support the VP of Sales Enablement by developing ROI frameworks, tracking program effectiveness, and providing financial guidance on enablement investments, productivity initiatives, and organizational scaling.
- Assist the VP of the Sales Development (xDR) organization by providing financial support for hiring plans, productivity metrics, capacity planning, territory coverage, and investment optimization.
- Develop scalable operational and financial models to support headcount planning, productivity analysis, pipeline generation, and GTM investment decisions across supported organizations.
- Build executive-ready reporting, dashboards, and presentations that synthesize financial and operational performance into actionable insights for senior leadership.
- Lead cross-functional planning with Sales Operations, Recruiting, People, and business leaders to develop annual operating plans, long-range strategic plans, and quarterly forecasts, aligning financial objectives with GTM execution and business priorities.
- Identify opportunities to improve forecasting accuracy, automate reporting, and scale financial processes through systems enhancements and AI-enabled workflows.
- Assist with and manage frequent ad hoc analyses to support senior management and strategic business decisions.
- Lead 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.
- 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 huge 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.

## Nice-to-Haves
- 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, is strongly preferred.

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