Senior Manager, Financial Planning & Analysis

OKX; San Jose (CA); On-site; USD 171,733 - 214,666; Full time

Benefits offered by this job

Competitive total compensation package

L&D programs and Education subsidy

Team building programs and company-? 


Wellness and meal allowances

Comprehensive healthcare schemes for员工

Job summary

OKX in San Jose is seeking a Senior Manager of FP&A to own the financial roadmap from the annual operating plan to investor-facing materials. You will partner with the Global Head of Finance and CFO to drive the close cycle, build an investor-grade model, and support pre-IPO activities for a high-growth fintech company.

In this role you’ll manage cross-functional finance partnering across six business units, develop KPIs, lead budgeting and forecast cycles, and mentor a growing FP&A team while

Qualifications

• Extensive experience in financial planning and analysis.
• Ability to manage annual budgets and rolling forecasts.
• Experience with investor materials and IC presentations.
• Strong knowledge of KPI development and financial modeling.

Responsibilities

• Own the financial roadmap from AOP to investor presentations.
• Lead the quarterly rolling re-forecast cycle.
• Prepare monthly financial variance analysis and commentary.
• Develop investor-facing financial content and CFO/CEO narratives.
• Build and maintain an investor-grade financial model.
• Partner with business units to allocate resources and drive performance.
• Oversee OpEx budgeting and capex prioritisation.
• Implement FP&A tech stack including Anaplan and NetSuite.
• Deliver monthly and quarterly board reporting.
• Support pre-IPO activities and external investor communications.

Skills

Financial Planning

Forecasting

Investor Relations

Budgeting

Management Reporting

Anaplan

NetSuite

SQL

Strategic Finance

Capital Markets

Education

Bachelor's degree in Finance/Economics/Accounting

Tools

Anaplan

NetSuite

SQL

Job description

Who We Are 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: We Before Me, Do the Right Thing, and Get Things Done. 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.

About The Opportunity

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.

What You’ll Be Doing

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 serve 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.

What We Look For In You

• Financial Planning & Forecasting
• Build and own the company's Annual Operating Plan (AOP) — a rigorous, bottom‑up budget covering all six finance units and all business segments
• Lead the quarterly rolling re‑forecast cycle, incorporating latest trading volumes, crypto market conditions, macro environment, and business unit updates
• Establish a monthly financial review cadence with all six Finance unit heads, producing variance analysis and forward‑looking commentary
• Investor Presentation & Capital Markets Support
• 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
• Build and maintain an investor‑grade financial model that can be shared with prospective institutional investors, covering historical financials, KPI drivers
• Develop the company's financial equity story — in partnership with the CFO and external advisors
• 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
• Own the preparation of quarterly earnings materials post‑IPO: earnings release, CFO script, analyst Q&A preparation, and management discussion sections
• Business Finance Partnering
• 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
• 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
• 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
• Provide go/no‑go financial analysis for all new market entries, new product launches, M&A opportunities, and strategic partnerships
• Board & Executive Reporting
• 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
• Lead the FP&A input into the monthly Management Team Reporting cycle
• Support the CEO and CFO in preparation for Board meetings, Audit Committee reviews, and any investor committee meetings requiring financial presentation
• FP&A Infrastructure & Team Building
• 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
• Implement the FP&A technology stack: Anaplan (planning and forecasting), connected to NetSuite (actuals), data warehouse, and Looker (dashboards)
• 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
• Establish the monthly operating cadence described in the five‑step Monthly Operating Cycle framework, embedded across all business units

Nice to Have

• 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
• 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 essential
• 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
• 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
• FP&A or strategic finance experience — hands‑on experience with budgeting, forecasting, variance analysis, and Board‑level financial reporting at a high‑growth company
• Strong executive communication skills — must be able to present financial analysis clearly and confidently to senior leadership and external audiences
• Multi‑currency, multi‑entity financial modelling experience across at least two major regions
• Bachelor's degree in Finance, Economics, Accounting, or related field. MBA or CFA is a plus but not required
• 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
• Anaplan, NetSuite, SQL proficiency — hands‑on experience with modern FP&A tools, not just management oversight

Perks & Benefits

• Competitive total compensation package
• L&D programs and Education subsidy for employees' growth and development
• Various team building programs and company events
• Wellness and meal allowances
• Comprehensive healthcare schemes for employees and dependents

OKX Statement

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.

The salary range for this position is $171,733 - $214,666. 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.