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.