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About the Role

Okta is seeking a seasoned operations leader to manage the financial and workforce operating engine for the Product & Technology organization, a 2,000+ person R&D function. This role is crucial for overseeing budget, workforce strategy, financial compliance, and operational cadence to ensure efficient scaling and execution of R&D goals.

Responsibilities

Own the budget and workforce strategy components of the R&D Operating Plan, translating corporate strategy into an annual plan.
Direct R&D budget governance for a 2,000+ person organization, including program spend oversight, variance reporting, and executive budget reviews.
Own and evolve the P&L framework for R&D lines of business to provide cost and investment data for portfolio decisions.
Model, govern, and optimize AI token spend, establishing cost baselines, forecasting models, and efficiency frameworks.
Lead engineering cost modeling and partner with FP&A and Deal Desk on margin analysis for pricing and large-deal decisions.
Own financial compliance for R&D, including Capitalized Software entries and R&D tax credit capture.
Build and own the P&T expense data platform on Snowflake for cost distribution and self-service visibility.
Set the fiscal year workforce strategy in partnership with Recruiting leadership, including headcount governance and organizational growth mapping.
Own the contingent workforce program end to end, including contractor and agency lifecycle, capacity, and spend.
Own vendor operations for R&D, including third-party relationships, capacity management, contract renewals, and performance SLAs.
Continuously refine financial and workforce operating processes to eliminate friction and ensure efficient scaling.
Partner with Product and Engineering leadership to develop fiscal year goals and OKRs, and manage the program cadence for performance tracking.
Set the standard for AI-first operations by applying AI to financial analysis, dashboard generation, and workflow automation.
Build, mentor, and develop the operations team, including hiring and developing Director-level leaders.

Requirements

12+ years of work experience, including 6+ years leading business operations, R&D/engineering operations, or FP&A functions within a technology company.
Demonstrated ownership of an engineering or R&D budget at scale, including annual planning, in-year governance, variance management, and executive budget review.
Proven ownership of workforce planning and headcount governance in close partnership with Recruiting and Finance.
Experience managing a vendor portfolio, including contract negotiation and renewal, SLA management, and capacity planning.
Hands-on experience with Capitalized Software accounting and R&D tax credit programs in the US and/or Canada.
Strong understanding of B2B SaaS business models and engineering cost structures.
Track record of building and developing high-performing operations teams, including hiring and developing Director-level leaders.
Extensive experience navigating complex data sets and operating with ambiguity.
Demonstrated use of AI for finance and operations work, including analysis, reporting, dashboard generation, and workflow automation.
Must live within commutable distance of San Francisco, Seattle, or Chicago.
Must be on US Soil (50 states, District of Columbia, or outlying areas of the United States).

Skills

Financial analysis
Budget governance
Workforce planning
Headcount governance
Vendor management
Contract negotiation
SLA management
Capacity planning
Capitalized Software accounting
R&D tax credit programs
B2B SaaS business models
Engineering cost structures
Team leadership
AI fluency
Data analysis
Reporting
Dashboard generation
Workflow automation
Snowflake (or comparable)
Global workforce strategy
Enterprise Security
OKR process

Location

San Francisco
Seattle
Chicago

Work Type

Hub-based
Hybrid

Experience Level

12+ years of work experience
6+ years leading business operations, R&D/engineering operations, or FP&A functions

Education Level

Undergraduate degree with a concentration in Finance, Economics, Statistics or Engineering
MBA

Salary/Compensations

$290,000—$398,000 USD

Benefits

Equity (where applicable)
Bonus
Health insurance
Dental insurance
Vision insurance
401(k)
Flexible spending account
Paid leave (including PTO and parental leave)

About the Company

Okta is a category-defining security company focused on securing every identity, from AI to human.
We are building the trusted, neutral infrastructure that enables organizations to safely embrace the new era of AI.
Our global community spans over 20 offices worldwide, united by a drive to innovate.
We offer an immersive, in-person onboarding experience designed to accelerate impact and connect new hires to our mission and team.

Equal Opportunity

Okta is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, marital status, age, physical or mental disability, or status as a protected veteran.
We also consider for employment qualified applicants with arrest and convictions records, consistent with applicable laws.
If reasonable accommodation is needed to complete any part of the job application, interview process, or onboarding please use this Form to request an accommodation.
Notice for New York City Applicants & Employees: Okta may use Automated Employment Decision Tools (AEDT), as defined by New York City Local Law 144, that use artificial intelligence, machine learning, or other automated processes to assist in our recruitment and hiring process. In accordance with NYC Local Law 144, if you are an applicant or employee residing in New York City, please click here to view our full NYC AEDT Notice.