Senior Manager, Financial Planning & Analysis

OKX • $171K — $214K *

San Jose, CA 95123In-Person

Finance & Insurance

8 - 10 years of experience

Today

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Job Overview by Ladders

Qualifications

8-12 years of progressive finance experience, with 3+ years in senior FP&A or strategic finance role
Capital markets exposure, particularly with IPO processes or investor relations
Background in investment banking or strategy consulting; strong financial modeling skills
Knowledge of fintech or crypto, especially digital asset revenue models
Experience in budgeting, forecasting, and reporting for high-growth companies
Exceptional communication skills for engaging with senior leadership and investors
Multi-currency and multi-entity financial modeling expertise across regions
Bachelor's degree in Finance, MBA or CFA preferred but not required

Responsibilities

Support end-to-end close lifecycle for San Jose operations, ensuring accuracy and compliance
Own the financial roadmap and investor-facing materials, including financial narratives and presentations
Lead the annual operating planning process and quarterly rolling forecasts
Manage relationships with analysts and institutional investors, assisting during pre-IPO outreach
Produce concise financial packages for the Board, providing strategic insights and commentary
Build and lead the FP&A team, implementing tech stacks for planning and reporting
Design KPI frameworks and establish monthly operating cadences for financial oversight

Benefits

Competitive total compensation package
L&D programs and education subsidies for employee growth
Team-building activities and company events
Wellness and meal allowances
Comprehensive healthcare for employees and dependents
Additional benefits to be discussed through the hiring process

Full Job Description

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 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.

What We Look For In You

1. 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

2. 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

3. 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 (6525% 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

4. 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

5. 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 essentia
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
More that we love to tell you along the process!

About OKX

OKX Careers

There has never been a more opportune time to join the dynamic team at OKX—the forefront of innovation in the digital asset exchange market.

Work You’ll Do

Join OKX's market-leading team to assist some of the most sophisticated and forward-thinking traders in mastering the fast-paced world of cryptocurrency trading and investment. Transform the landscape of digital finance with the brightest minds at OKX, where innovation meets deep industry expertise in a culture of diversity and leadership. Lead from a unique position in the marketplace, at the nexus of technology, financial expertise, and digital innovation. Work with a global team of business and technology advisors to help clients and the company navigate through the complexities of digital finance. Collaborate with a dedicated group of professionals in an environment where career growth and opportunities are abundant.

Introducing the OKX Professional Growth and Opportunities

The team is building a market-leading position to help drive the future of digital finance, offering job opportunities that foster professional and personal growth.

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Join one of the most innovative teams in the financial technology sector, engaging in projects that push the boundaries of what is possible in digital transactions.

Drive Innovation and Leadership

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Be Part of a Great Team

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Advance your career with limitless opportunities in a company that supports unmatched training, development, and certification support.

Explore

Discover how OKX is leading the way in blockchain technology and cryptocurrency exchange solutions, providing robust tools for trading, risk management, and investment.

The OKX Leadership and Innovation Edge

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