R&D Ops & Finance Director — AI-Driven Budgeting

Find Operators

Illinois

On-site

USD 258,000 - 355,000

Full time

6 days ago
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Job summary

Okta is seeking a Senior Director, R&D Planning & Operations to run the financial and workforce operating engine for ORD and Auth0. The role requires leading a 2,000+ person organization, shaping the budget, forecasting AI spend, and guiding investment decisions with executive leadership.

Based in a hub (SF, Seattle, or Chicago) with strong cross-functional influence, you will own P&L for R&D lines, implement capitalized software controls, and drive data-driven cost visibility across engineering

Qualifications

  • 12+ years of work experience with leadership in tech operations or FP&A.
  • Experience managing engineering or R&D budgets at scale.
  • Experience with Capitalized Software accounting and R&D tax credit programs is a plus.

Responsibilities

  • Own the budget and workforce strategy components of the R&D Operating Plan.
  • Direct R&D budget governance for a 2,000+ person organization.
  • Own and evolve the P&L framework for R&D lines of business.
  • Model AI token spend and build forecasting frameworks.
  • Lead engineering cost modeling and partner on margin analysis.
  • Own financial compliance for R&D, including Capitalized Software entries and tax credits.
  • Build and own the expense data platform on Snowflake for cost visibility.
  • Set workforce strategy and headcount governance with Recruiting.

Skills

Operations leadership
R&D budgeting
Workforce governance
Budget governance
Vendor management
AI in finance
Data-driven decision making
Cross-functional leadership
Strategic planning
Cost modeling

Education

MBA or Finance/Economics/Statistics/Engineering

Tools

Snowflake

Job description

Okta is seeking a Senior Director, R&D Planning & Operations to run the financial and workforce operating engine for ORD and Auth0. The role requires leading a 2,000+ person organization, shaping the budget, forecasting AI spend, and guiding investment decisions with executive leadership.

Based in a hub (SF, Seattle, or Chicago) with strong cross-functional influence, you will own P&L for R&D lines, implement capitalized software controls, and drive data-driven cost visibility across engineering

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