Senior Manager Financial Planning and Analysis
OKX · San Jose, California, United States ·
- Seniority
- Senior
- Category
- Management
- Experience
- 3+ years
You will own the financial roadmap across annual planning, rolling forecasts, scenario modeling, and capital-markets presentations. You will lead investor financial content, business finance partnering, budgeting, investment analysis, Board reporting, FP&A infrastructure, KPI design, and the development of a finance team and technology stack.
Responsibilities
- Build and own the Annual Operating Plan
- Lead quarterly rolling re-forecasts
- Establish monthly financial reviews with Finance unit heads
- Produce variance analysis and forward-looking commentary
- Author investor-facing financial content
- Build and maintain investor-grade financial models
- Develop the company's financial equity story
- Build relationships with sell-side analysts and institutional investors
- Prepare quarterly earnings materials
- Manage embedded Finance Business Partners
- Own OpEx budget management
- Review strategic investments
- Provide go/no-go financial analysis for market entries, product launches, M&A, and partnerships
- Produce monthly and quarterly Board and management financial packages
- Support executive and Board meetings
- Build and lead the FP&A team
- Implement the FP&A technology stack
- Design and implement the KPI framework
- Establish the monthly operating cadence
Requirements
- 8–12 years of progressive finance experience
- At least 3 years in a senior FP&A or strategic finance role
- Capital markets exposure
- IPO or pre-IPO experience preferred
- Investor-facing finance experience
- Financial modeling
- Investor presentation skills
- Fintech or crypto domain knowledge
- Budgeting
- Forecasting
- Variance analysis
- Board-level financial reporting
- Executive communication
- Multi-currency and multi-entity financial modeling
- Bachelor's degree in Finance, Economics, Accounting, or a related field
- Anaplan proficiency
- NetSuite proficiency
- SQL proficiency
Benefits
- L&D programs
- Education subsidy
- Team building programs
- Company events
- Wellness allowances
- Meal allowances
- Comprehensive healthcare schemes for employees and dependents
- Performance bonus
- Long-term incentives
- Medical benefits
- Financial benefits