Okx

Senior Manager, Financial Planning & Analysis

San Jose, California, United States. Posted 4 months ago

The role

The Senior Manager FP&A will own the company's financial roadmap, including the annual operating plan, rolling forecasts, and investor-grade scenario models. This person will serve as the primary financial content author for investor-facing materials and support the CFO and CEO with investor engagement. They will also manage the FP&A team and implement the technology stack.

What you will do

  • Build and own the Annual Operating Plan
  • Lead the quarterly rolling re-forecast cycle
  • Establish a monthly financial review cadence with Finance unit heads
  • Serve as the primary financial author for investor materials
  • Build and maintain an investor-grade financial model
  • Develop the company's financial equity story
  • Build and maintain relationships with sell-side analysts and institutional investors
  • Prepare quarterly earnings materials post-IPO
  • Manage embedded Finance Business Partners across business units
  • Own OpEx budget management across all corporate functions

Required qualifications

  • Bachelor's degree in Finance, Economics, Accounting, or related field

Nice to have

  • 8–12 years of progressive finance experience, including at least 3 years in a senior FP&A or strategic finance role
  • Capital markets exposure
  • Investment banking or strategy consulting background
  • Fintech or crypto domain knowledge
  • FP&A or strategic finance experience
  • Strong executive communication skills
  • Multi-currency, multi-entity financial modelling experience across at least two major regions
  • MBA or CFA
  • Pre-IPO experience
  • Anaplan, NetSuite, SQL proficiency

Benefits

  • Competitive total compensation package
  • Various team building programs and company events
  • Wellness and meal allowances
  • Comprehensive healthcare schemes for employees and dependents

About the company

OKX is a leading crypto exchange and the developer of OKX Wallet. It is part of OKG, a group that brings the value of Blockchain to users around the world.

Senior Manager, Financial Planning & Analysis at Okx | JobZoey