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Senior Manager Financial Planning and Analysis

5 days agoLeadSalary: 172K - 215KSan Jose, USAFinanceJobs by OKX
OKX logo
OKX

OKX is a leading global cryptocurrency exchange offering a wide range of trading services, including spot and derivatives trading, as well as Web3 solutions.

Recently funded0 current maintainers0 active leadsTeam intelligence

Maintainer signals as of 8/12/2026

C/O APPLEBY GLOBAL SERVICES (SEYCHELLES) LIMITED, Suite 202, 2nd Floor, Eden Plaza, Eden Island, PO Box 1352, Mahe, Victoria, Seychelles, Seychelles

Funding history

About OKX

OKX is a global cryptocurrency exchange known for its trading services and financial products. The platform offers a wide range of features, including spot and derivatives trading, staking services, and a user-friendly interface suitable for both beginners and experienced traders.

View jobs by OKX

Skills

Candidate Availability

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

You will own the financial roadmap across annual planning, rolling forecasts, scenario modeling, and capital-markets presentations. You will lead investor financial content, business finance partnering, budgeting, investment analysis, Board reporting, FP&A infrastructure, KPI design, and the development of a finance team and technology stack.

Requirements

  • 8–12 years of progressive finance experience
  • At least 3 years in a senior FP&A or strategic finance role
  • Capital markets exposure
  • IPO or pre-IPO experience preferred
  • Investor-facing finance experience
  • Financial modeling
  • Investor presentation skills
  • Fintech or crypto domain knowledge
  • Budgeting
  • Forecasting
  • Variance analysis
  • Board-level financial reporting
  • Executive communication
  • Multi-currency and multi-entity financial modeling
  • Bachelor's degree in Finance, Economics, Accounting, or a related field
  • Anaplan proficiency
  • NetSuite proficiency
  • SQL proficiency

Responsibilities

  • Build and own the Annual Operating Plan
  • Lead quarterly rolling re-forecasts
  • Establish monthly financial reviews with Finance unit heads
  • Produce variance analysis and forward-looking commentary
  • Author investor-facing financial content
  • Build and maintain investor-grade financial models
  • Develop the company's financial equity story
  • Build relationships with sell-side analysts and institutional investors
  • Prepare quarterly earnings materials
  • Manage embedded Finance Business Partners
  • Own OpEx budget management
  • Review strategic investments
  • Provide go/no-go financial analysis for market entries, product launches, M&A, and partnerships
  • Produce monthly and quarterly Board and management financial packages
  • Support executive and Board meetings
  • Build and lead the FP&A team
  • Implement the FP&A technology stack
  • Design and implement the KPI framework
  • Establish the monthly operating cadence

Benefits

  • L&D programs
  • Education subsidy
  • Team building programs
  • Company events
  • Wellness allowances
  • Meal allowances
  • Comprehensive healthcare schemes for employees and dependents
  • Performance bonus
  • Long-term incentives
  • Medical benefits
  • Financial benefits
Senior Manager Financial Planning and Analysis at OKX | JobStash