Senior Financial Analyst
Job Summary
Job Description
As a Senior Financial Analyst at OKX, you will be a key member of the Financial Planning & Analysis (FP&A) team. Your responsibilities include developing financial reports, key performance indicators (KPIs), and financial statement analyses. You will be involved in budgeting, forecasting, and contributing to global licensing initiatives. You will also take ownership of financial analysis, reporting, and communicating insights and recommendations to management. This role involves leading the development of company-wide financial models and analyzing budget vs. actuals. Additional responsibilities include designing financial analysis templates, collecting and synthesizing data, and performing variance analyses.
Must have:
- 7+ years of FP&A or finance experience
- Knowledge of financial accounting fundamentals
- Exceptional analytical and problem-solving abilities
- Advanced Excel skills and financial modeling experience
- Experience leading initiatives and establishing procedures
- Clear and confident communication skills
Good to have:
- Proficiency in data and analytics platforms (SQL, Tableau, Power BI)
- Experience with FP&A software solutions
- Working knowledge of ERP systems (NetSuite)
- Background in global fintech or crypto exchanges
Perks:
- Competitive total compensation package
- L&D programs and Education subsidy
- Various team building programs and company events
Job Details
Who We Are
About the Opportunity
The Financial Planning & Analysis (FP&A) team is instrumental in supporting both internal and external deliverables through the development of financial reports, KPIs and financial statement analyses, budgeting, forecasting, and contributing to global licensing initiatives.
We are looking for a highly motivated and experienced Senior Financial Analyst to join our team. The ideal candidate will bring a solid foundation in both accounting and finance, along with a demonstrated ability to take ownership of financial analysis, reporting, and effectively communicate insights and recommendations to management and cross-functional stakeholders.
What You’ll Be Doing
-
Financial Reporting & Analysis: Develop and deliver comprehensive financial reports and dashboards for management and departmental leaders, highlighting key company and industry trends, growth opportunities, and financial performance across global entities. Provide both detailed and high-level metrics to support strategic decision-making.
- Forecasting & Budgeting: Lead the development and maintenance of company-wide financial models, including Profit & Loss, Balance Sheet, and Statement of Cash Flow. Own and manage budget vs. actuals tracking and analysis.
- Modeling & Data Aggregation: Design and build financial analysis templates and models. Collect, structure, and synthesize financial data and KPIs for use in executive presentations and management reports.
- Variance Analysis: Perform monthly flux and variance analyses, identifying key drivers behind financial fluctuations. Monitor industry and company-specific trends to inform financial planning.
- Cross-Functional Collaboration: Partner with teams across departments to align on data, insights, and deliverables. Exhibit proactive communication and take full ownership of initiatives and project
- Ad Hoc Reporting: Deliver on-demand analysis and reports to provide real-time financial insights that support agile business decisions
- Process Improvement: Develop and implement policies and procedures aimed at optimizing and automating financial processes, enabling scalability and broader team impact.
- Regulatory Compliance: Prepare financial reports in accordance with regulatory standards and agency requirements governing financial institutions and markets
- Global Team Collaboration: Effectively communicate and collaborate with international colleagues to gather information, drive results, and manage global projects and deliverables.
What We Look For In You
- Bachelor’s degree or higher in Finance, Accounting, Economics, or a related field
- 7+ years of experience in Financial Planning & Analysis (FP&A), Finance, Big 4, Consulting, or Investment Banking
- Thorough knowledge of financial and accounting fundamentals, including accrual accounting, trial balances, and double-entry principles; capable of analyzing and modeling the full suite of financial statements (P&L, Balance Sheet, Statement of Cash Flow)
- Exceptional analytical and problem-solving abilities, with meticulous attention to detail
- Advanced Excel skills, with demonstrated expertise in building, updating, and maintaining complex financial models and reports (case study required)
- Proficient in creating executive-level presentations, reporting templates, and visual dashboards using Microsoft Excel, PowerPoint, and other tools
- Experience leading initiatives, establishing policies and procedures, managing cross-functional projects, and acting as a key liaison or point of contact
- Highly organized and goal-oriented, with the ability to define objectives, prioritize tasks, meet deadlines, and monitor progress toward key milestones
- Clear and confident communicator, skilled at presenting methodologies, insights, and strategic recommendations to senior leadership and stakeholders
Nice to Haves
- Proficient in data and analytics platforms including SQL, Tableau, and Power BI
- Hands-on experience with FP&A software solutions, such as Vena, Datarails, Jedox, and Prophix, including implementation and operational use
- Working knowledge of ERP systems, particularly Oracle NetSuite
- Background in global fintech or crypto exchanges, with strong business acumen and industry-specific insight
Perks & Benefits
- Competitive total compensation package
- L&D programs and Education subsidy for employees' growth and development
- Various team building programs and company events
- More that we love to tell you along the process!
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 $101,000 - $152,000
- 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.
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