Senior Manager, Financial Planning & Analysis at OKX

San Jose, California, United StatesFull-timeFinance DepartmentPosted 2 months ago

About the Role

<div class="ace-line ace-line old-record-id-doxuseysYUio6Qia64JLLAwE7dh"> <div data-page-id="doxusokjWsaOkSCIjzixAfRM3sd" data-docx-has-block-data="false"> <div class="ace-line ace-line old-record-id-doxusaUYeCmu82WSkkm5KDd00db"> <div data-page-id="AEW3d0Y2noLuIcxROuFubTLpsZd" data-docx-has-block-data="false"> <div data-page-id="AEW3d0Y2noLuIcxROuFubTLpsZd" data-docx-has-block-data="false"> <div class="ace-line ace-line old-record-id-doxuseysYUio6Qia64JLLAwE7dh"> <div data-page-id="doxusokjWsaOkSCIjzixAfRM3sd" data-docx-has-block-data="false"> <div class="ace-line ace-line old-record-id-doxusaUYeCmu82WSkkm5KDd00db"> <div data-page-id="AEW3d0Y2noLuIcxROuFubTLpsZd" data-docx-has-block-data="false"> <div data-page-id="AEW3d0Y2noLuIcxROuFubTLpsZd" data-docx-has-block-data="false"> <div data-page-id="Kpucdjv7JoAcSZxSf7PuRl5Yscb" data-lark-html-role="root" data-docx-has-block-data="false"> <div class="ace-line ace-line old-record-id-Cfb8dvi9voxFkWxhNcmuJX50sZb"> <div data-page-id="PNNZdiw4Yo1ZOmx8btbucw8qsLG" data-lark-html-role="root" data-docx-has-block-data="false"> <h2 class="heading-2 ace-line old-record-id-ARMWdtKDIowwlyxaSOuuzEqssIf"><strong>Who We Are</strong></h2> </div> At OKX, we believe that the future will be reshaped by crypto, and ultimately contribute to every individual's freedom. OKX is a leading crypto exchange, and the developer of OKX Wallet, giving millions access to crypto trading and decentralized crypto applications (dApps). OKX is also a trusted brand by hundreds of large institutions seeking access to crypto markets. We are safe and reliable, backed by our Proof of Reserves. Across our multiple offices globally, we are united by our core principles: <em>We Before Me</em>, <em>Do the Right Thing</em>, and <em>Get Things Done</em>. These shared values drive our culture, shape our processes, and foster a friendly, rewarding, and diverse environment for every OK-er. OKX is part of OKG, a group that brings the value of Blockchain to users around the world, through our leading products OKX, OKX Wallet, OKLink and more.</div> <div class="ace-line ace-line old-record-id-Cfb8dvi9voxFkWxhNcmuJX50sZb"> <div data-page-id="PNNZdiw4Yo1ZOmx8btbucw8qsLG" data-lark-html-role="root" data-docx-has-block-data="false"> <h2 class="heading-2 ace-line old-record-id-PiRwdXFmiomeQDxx0RUuDGJ1sag"><strong>About the Opportunity</strong></h2> <div class="ace-line ace-line old-record-id-NrSYd8kjeoNTrexRDNsuNpZOsMd">The FP&A Manager will support the end-to-end close lifecycle for our San Jose operations, driving accuracy and efficiency across journal entry preparation, reconciliations, and analysis. This role serves as a key pillar in the finance department, supporting critical month-end and year-end close activities while ensuring strict compliance with internal policies and tax regulations. As a proactive problem-solver, you will not only manage cross-functional queries and audit documentation but also identify strategic opportunities to automate workflows and streamline close processes within a fast-paced, complex organizational environment.</div> <h2 class="heading-2 ace-line old-record-id-HytwdMMd1o5PQtxqi9QudDSMsWV"><strong>What You’ll Be Doing</strong><strong> </strong></h2> <div data-page-id="LHaTdZgJ8oqLarxhD9ul0ZTTg2c" data-lark-html-role="root" data-docx-has-block-data="false"> <div class="ace-line ace-line old-record-id-Z64Yde3wGoW7lOx7mK7l9PYWgic">Reporting directly to the Global Head of Finance, the Senior Manager FP&A will own the company's financial roadmap — from the annual operating plan and rolling forecasts to investor-grade scenario models and capital markets presentations. Critically, this person will also serves as the primary financial content author for investor-facing materials and investor engagement, working alongside the Global Head of Finance, CFO, and CEO to articulate the company's financial story to institutional investors, sovereign wealth funds, private equity, and equity capital markets participants.</div> </div> <h2 class="heading-2 ace-line old-record-id-ZvAmdvgIGoKyiHxjBTiu68Kcs9d"><strong>What We Look For In You </strong></h2> <div data-page-id="LHaTdZgJ8oqLarxhD9ul0ZTTg2c" data-lark-html-role="root" data-docx-has-block-data="false"> <div class="ace-line ace-line old-record-id-AM6UdCyWTofdg5xFCa4lz0pggbd"><strong>1. Financial Planning & Forecasting</strong></div> <ul class="list-bullet1"> <li class="ace-line ace-line old-record-id-NggUdXfKSo3at0xBcaZle5CggQc" data-list="bullet"> <div>Build and own the company's Annual Operating Plan (AOP) — a rigorous, bottom-up budget covering all six finance units and all business segments</div> </li> <li class="ace-line ace-line old-record-id-GS2XdlgfhotTNsxteR4lvNJog9d" data-list="bullet"> <div>Lead the quarterly rolling re-forecast cycle, incorporating latest trading volumes, crypto market conditions, macro environment, and business unit updates</div> </li> <li class="ace-line ace-line old-record-id-CRn9dub4pob3VoxEXCglHf7Lgui" data-list="bullet"> <div>Establish a monthly financial review cadence with all six Finance unit heads, producing variance analysis and forward-looking commentary</div> </li> </ul> <div class="ace-line ace-line old-record-id-HVHLdWnbFo7tOTxlSlNl0o7tged"><strong>2. Investor Presentation & Capital Markets Support</strong></div> <ul class="list-bullet1"> <li class="ace-line ace-line old-record-id-RYl2dcnNJosvtCxcrVwln09ggob" data-list="bullet"> <div>Serve as the primary financial author for investor materials — Lead the construction of all investor-facing financial content — investor presentations, management roadshow decks, financial narrative sections of the S-1 / F-1 registration statement</div> </li> <li class="ace-line ace-line old-record-id-H7PYdzy0sotwmaxVSDVlBFHUgee" data-list="bullet"> <div>Build and maintain an investor-grade financial model that can be shared with prospective institutional investors, covering historical financials, KPI drivers.</div> </li> <li class="ace-line ace-line old-record-id-WBChdNRcOo45iixDgdllRE5BgO2" data-list="bullet"> <div>Develop the company's financial equity story — in partnership with the CFO and external advisors</div> </li> <li class="ace-line ace-line old-record-id-RGlgdnYnRosjS9xlufMlZaY5gPh" data-list="bullet"> <div>Build and maintain relationships with sell-side analysts and institutional investors, supporting the CFO in soft-touch investor outreach during the 12-month pre-IPO period</div> </li> <li class="ace-line ace-line old-record-id-MagZd6FxdoRD8qxPALFlozlig8d" data-list="bullet"> <div>Own the preparation of quarterly earnings materials post-IPO: earnings release, CFO script, analyst Q&A preparation, and management discussion sections</div> </li> </ul> <div class="ace-line ace-line old-record-id-AHPcds5YNoxXGZxlqzPlYPMPgLh"><strong>3. Business Finance Partnering</strong></div> <ul class="list-bullet1"> <li class="ace-line ace-line old-record-id-BkGJd6mPTojot8xgoYMl64Tegqc" data-list="bullet"> <div>Deploy and manage embedded Finance Business Partners across the company's major business units, acting as the financial partner to each segment's leadership team on resource allocation, product economics, and performance management</div> </li> <li class="ace-line ace-line old-record-id-TIiLdU8PaokOeUxvQq3l3CHoggh" data-list="bullet"> <div>Own OpEx budget management across all corporate functions — headcount planning, discretionary spend, capital expenditure prioritisation — acting as the financial gatekeeper for all material resource allocation decisions</div> </li> <li class="ace-line ace-line old-record-id-ZwGKdt8ZNoDMWNxOC0llwbjMgyc" data-list="bullet"> <div>Build and manage a two-gate strategic investment review process: all investments above a defined IRR threshold (≥25% IRR on Base scenario; positive IRR on Bear / Winter Mode scenario) require FP&A-endorsed investment cases before Board approval</div> </li> <li class="ace-line ace-line old-record-id-RID8duxaooUxZZxGgBblEW0Lgzf" data-list="bullet"> <div>Provide go/no-go financial analysis for all new market entries, new product launches, M&A opportunities, and strategic partnerships</div> </li> </ul> <div class="ace-line ace-line old-record-id-Uk8WdC4m2omjiMx4aNTlRZ6zgff"><strong>4. Board & Executive Reporting</strong></div> <ul class="list-bullet1"> <li class="ace-line ace-line old-record-id-RokidRRkooLkS6xyakulaQsOgth" data-list="bullet"> <div>Produce the monthly and quarterly financial package for the Board of Directors and Management Team — concise, with clear variance commentary, updated forecasts, and strategic recommendations</div> </li> <li class="ace-line ace-line old-record-id-YxN1dTJdGoG6Pcx8iYxl6LgQgLh" data-list="bullet"> <div>Lead the FP&A input into the monthly Management Team Reporting cycle</div> </li> <li class="ace-line ace-line old-record-id-KBVcd2T4YoScmxxWz4llFj1fglg" data-list="bullet"> <div>Support the CEO and CFO in preparation for Board meetings, Audit Committee reviews, and any investor committee meetings requiring financial presentation</div> </li> </ul> <div class="ace-line ace-line old-record-id-MK0odFjpTo8e8tx1Vnglkd07gyf"><strong>5. FP&A Infrastructure & Team Building</strong></div> <ul class="list-bullet1"> <li class="ace-line ace-line old-record-id-Hxn3d4eUioerIqxStKzl8Vvgg5b" data-list="bullet"> <div>Build the FP&A team from the ground up — hiring, developing, and leading a team of finance professionals across corporate FP&A, business finance partnering, and investor analytics</div> </li> <li class="ace-line ace-line old-record-id-DeY0dvVUkobsqbx0RbqlJfQOgJb" data-list="bullet"> <div>Implement the FP&A technology stack: Anaplan (planning and forecasting), connected to NetSuite (actuals), data warehouse, and Looker (dashboards)</div> </li> <li class="ace-line ace-line old-record-id-EfNxd5HwaoYMMQxDfCYlxVhHgJe" data-list="bullet"> <div>Design and implement the KPI framework that will serve as the operating dashboard for the company, the Board, and future public company investors — covering trading volume, revenue per user, take rate, EBITDA margin, and segment-level metrics</div> </li> <li class="ace-line ace-line old-record-id-O9xedqNUQoDkkixFHIclMWZdgme" data-list="bullet"> <div>Establish the monthly operating cadence described in the five-step Monthly Operating Cycle framework, embedded across all business units</div> </li> </ul> </div> <h2 class="heading-2 ace-line old-record-id-DiLSdqfwUoKOraxakB6uGEomsXl"><strong>Nice to Have</strong></h2> <div data-page-id="LHaTdZgJ8oqLarxhD9ul0ZTTg2c" data-lark-html-role="root" data-docx-has-block-data="false"> <ul class="list-bullet1"> <li class="ace-line ace-line old-record-id-VVuUdX0MroIwALxJY59lyp5DgNV" data-list="bullet"> <div>8–12 years of progressive finance experience, including at least 3 years in a senior FP&A or strategic finance role. Strong performers at the 10-year mark are encouraged to apply</div> </li> <li class="ace-line ace-line old-record-id-KjLXdI5TmodMh7xyORClqajEgPw" data-list="bullet"> <div>Capital markets exposure — the candidate should have participated in or supported at least one of: an IPO or pre-IPO process, or an investor-facing finance role at a publicly listed or late-stage company. Ability to author financial content for institutional investors is essentia</div> </li> <li class="ace-line ace-line old-record-id-CUgMd3i3iormHRxooyNlYm9Zgdl" data-list="bullet"> <div>Investment banking or strategy consulting background — ideally 2–4 years at a bulge bracket or major regional investment bank, or a leading strategy consulting firm, with strong financial modelling and investor presentation skills. The ability to build and defend a valuation model under investor scrutiny is core to this role</div> </li> <li class="ace-line ace-line old-record-id-TNu1d5jvkozlzQxpqtjl48cOgIh" data-list="bullet"> <div>Fintech or crypto domain knowledge — understanding of digital asset revenue models (transaction fees, staking, custody, stablecoins), or equivalent experience at a high-growth fintech or technology company</div> </li> <li class="ace-line ace-line old-record-id-FDsNdqitpo5PZ1xdgz1l0UfHgpe" data-list="bullet"> <div>FP&A or strategic finance experience — hands-on experience with budgeting, forecasting, variance analysis, and Board-level financial reporting at a high-growth company</div> </li> <li class="ace-line ace-line old-record-id-JxBhdcnacoStRextuHUlMIFAgmd" data-list="bullet"> <div>Strong executive communication skills — must be able to present financial analysis clearly and confidently to senior leadership and external audiences</div> </li> <li class="ace-line ace-line old-record-id-A0k5dpAQCop3o8xmxzplYolkgif" data-list="bullet"> <div>Multi-currency, multi-entity financial modelling experience across at least two major regions</div> </li> <li class="ace-line ace-line old-record-id-B88wdyq8doe79wxRkkClbqlKgne" data-list="bullet"> <div>Bachelor's degree in Finance, Economics, Accounting, or related field. MBA or CFA is a plus but not required</div> </li> <li class="ace-line ace-line old-record-id-NF3gdKMeVovwN1xYi0klKWFFgid" data-list="bullet"> <div>Pre-IPO experience — ideally has supported a company through the full IPO journey from financial model construction through to S-1 filing and post-listing earnings cadence</div> </li> <li class="ace-line ace-line old-record-id-JZ8idJdeMobtmFxn048lBhnCgrf" data-list="bullet"> <div>Anaplan, NetSuite, SQL proficiency — hands-on experience with modern FP&A tools, not just management oversight</div> </li> </ul> </div> <h2 class="heading-2 ace-line old-record-id-CmqsdZ2GTo6Z9VxuHx4ugzRRsm3"><strong>Perks &<span style="font-size: 18pt;"> Benefits </span></strong></h2> <ul class="list-bullet1"> <li class="ace-line ace-line old-record-id-XvQudJ7z0ouSnuxOibouMkKzsCc" data-list="bullet"> <div>Competitive total compensation package</div> </li> <li class="ace-line ace-line old-record-id-GAzBdJXxLo291PxrthXurPeds4g" data-list="bullet"> <div>L&D programs and Education subsidy for employees' growth and development</div> </li> <li class="ace-line ace-line old-record-id-CKPxdgHeoosenzxCpV2uV32ysz0" data-list="bullet"> <div>Various team building programs and company events</div> </li> <li class="ace-line ace-line old-record-id-XjPSdIa92oGeLox9Qo9uejVEs4c" data-list="bullet"> <div>Wellness and meal allowances</div> </li> <li class="ace-line ace-line old-record-id-CS34dAJCDoMDHxx95pZu43yjsxB" data-list="bullet"> <div>Comprehensive healthcare schemes for employees and dependents</div> </li> <li class="ace-line ace-line old-record-id-Uqtsd4bN8oaHt7xyPlYuxmfcsob" data-list="bullet"> <div>More that we love to tell you along the process!</div> </li> </ul> <div class="ace-line ace-line old-record-id-JGIsdeznCo2qpfxJAqkuViMfsHS"> </div> <div class="ace-line ace-line old-record-id-JGIsdeznCo2qpfxJAqkuViMfsHS"> <div> <div class="job__description body"> <div data-page-id="AEW3d0Y2noLuIcxROuFubTLpsZd" data-docx-has-block-data="false"> <div class="ace-line ace-line old-record-id-doxuseysYUio6Qia64JLLAwE7dh"> <div data-page-id="doxusokjWsaOkSCIjzixAfRM3sd" data-docx-has-block-data="false"> <div class="ace-line ace-line old-record-id-doxusaUYeCmu82WSkkm5KDd00db"> <div data-page-id="AEW3d0Y2noLuIcxROuFubTLpsZd" data-docx-has-block-data="false"> <div data-page-id="Zrp2dGhcIo3UFmxud3WuQirssDb" data-lark-html-role="root" data-docx-has-block-data="false"> <div data-page-id="I1Zud8CYtoGHccx0MImuyRU4s2c" data-lark-html-role="root" data-docx-has-block-data="false"> <div data-page-id="I1Zud8CYtoGHccx0MImuyRU4s2c" data-lark-html-role="root" data-docx-has-block-data="false"> <div class="ace-line ace-line old-record-id-ICVNdKGbzoyJvjx3MkouO6E4sSb"><span style="font-size: 18pt;"><strong>OKX Statement:</strong></span></div> <div class="ace-line ace-line old-record-id-I3fmdZuJFoTBq5x36pAufcDSstf">OKX is committed to equal employment opportunities regardless of race, color, genetic information, creed, religion, sex, sexual orientation, gender identity, lawful alien status, national origin, age, marital status, and non-job related physical or mental disability, or protected veteran status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.</div> <div class="ace-line ace-line old-record-id-BTzbdHPT4oLKUgxn32luBDXHsLb"> </div> <ul class="list-bullet1"> <li class="ace-line ace-line old-record-id-VQLRdGn0XoVOLTx4jG6uxTLfsyc" data-list="bullet"> <div>The salary range for this position is $171,733 - $214,666</div> </li> <li class="ace-line ace-line old-record-id-doxusmlMoCSm31HSRuqUGUssOLg" data-list="bullet"> <div>The salary offered depends on a variety of factors, including job-related knowledge, skills, experience, and market location. In addition to the salary, a performance bonus and long-term incentives may be provided as part of the compensation package, as well as a full range of medical, financial, and/or other benefits, dependent on the position offered. Applicants should apply via OKX internal or external careers site.</div> </li> </ul> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <p> </p> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div><div class="content-conclusion"><div data-lark-html-role="root"><span class="text-only" data-eleid="18"><span class="text-only"><span class="text-only" data-eleid="6">Notice:<br></span></span></span> <div data-lark-html-role="root"><span class="text-only" data-eleid="26"><span class="text-only">All official </span><span class="text-only text-with-abbreviation text-with-abbreviation-bottomline">OKX</span><span class="text-only"> vacancies are published on this website.</span></span> <span class="text-only" data-eleid="28"><span class="text-only">While roles may appear on selected third-party platforms from time to time, information on other sites may be inaccurate or outdated. </span></span><strong><span class="text-only" data-eleid="29"><span class="text-only">If in doubt, please apply directly through our official careers website.</span></span></strong></div> </div> <div data-lark-html-role="root"><span class="text-only" data-eleid="18"><span class="text-only">Information collected and processed as part of the recruitment process of any job application you choose to submit is subject to </span><span class="text-only text-with-abbreviation text-with-abbreviation-bottomline">OKX</span><span class="text-only">'s </span></span><a class="link rich-text-anchor __anchor-intercept-flag__ text-content-link" href="https://www.okx.com/en-eu/help/okx-candidate-privacy-notice" target="_blank" data-eleid="19" data-lark-is-custom="true" data-lark-link="true">Candidate Privacy Notice</a><span class="text-only" data-eleid="20"><span class="text-only">.</span></span></div></div>

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