Senior Manager of Financial Planning & Analysis, OKX
$171.7-214.7k
Office located in San Jose, CA
Cryptocurrency trading app
Posted today
Cryptocurrency trading app
1001+ employees
Posted today
$171.7-214.7k
Office located in San Jose, CA
1001+ employees
Company mission
To take care of our team, promote and advance crypto globally, and empower every individual in the world.
Role
Who you are
- 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
What the job involves
- 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
- 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
- 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 (≥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
- 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
Our take
While cryptocurrency holds the promise of freedom in personal finances and the possibility of large financial rewards through trading, it can be intimidating to get started. OKX, a long-standing crypto currency exchange, exists to solve that problem, removing the knowledge barriers to cryptocurrency trading with an easy-to-use, all in one platform.
OKX is one of the larger cryptocurrency exchanges, though it is a bit smaller than the market leaders Binance and Coinbase Exchange. Where it shines is in the sheer range of its services, which are designed to be versatile enough for any user, ranging from a crypto exchange to NFT and decentralised finance investment products. With a reputation for security and reliability, it has a user base of over 50+ million active accounts in over 180 countries.
OKX is using its structural position in cryptomarkets to help support the entire sector, announcing a market recovery fund to protect crypto firms facing collapse following the FTX crisis. Additionally, it is expanding into Web3 gaming with a 2023 partnership with Thirdverse, further increasing the scope of its offering to its client base. As long as it can continue to weather the tough market conditions for cryptocurrency, it should maintain its excellent position to continue its growth.
Freddie
Company Specialist at Welcome to the Jungle
Company
Leadership
Star Xu
(Founder & CEO)Previously an Engineer at Yahoo before becoming the Chief Technology Officer at DocIn. They later founded OKX and has recently reclaimed the title of CEO
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