Summary
Overview
Work History
Education
Skills
Timeline
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Jai Jadhav

San Francisco,CA

Summary

With over 7 years of experience in Finance and Engineering Strategy & Ops, I am passionate about driving strategic initiatives that enhance operational efficiency and foster sustainable growth. My journey has equipped me with a unique blend of analytical skills and engineering insights, enabling me to bridge the gap between finance and technical teams effectively.

Overview

8
8
years of professional experience

Work History

Manager, R&D Strategy and Operations

Okta
San Francisco, CA
10.2024 - Current
  • Partner with senior R&D leaders to develop and operationalize OKRs, ensuring executional alignment, and consistent progress tracking across multiple product lines.
  • Lead annual headcount and capacity planning efforts in partnership with Finance and HR, balancing growth objectives with budget constraints, and talent availability across global locations (scaled the R&D workforce in APAC by 300% over 18 months).
  • Act as a strategic advisor to the CTO and SVPs of Engineering, delivering insights and recommendations on org design, investment trade-offs, and operational improvements.

Senior Financial Analyst, R&D

Okta
San Francisco, CA
07.2022 - 10.2024
  • Partnered with R&D leadership to develop and manage a $400M+ annual budget, aligning investments with strategic product development initiatives, and ensuring optimal resource allocation.
  • Led financial planning and analysis (FP&A) cycles for R&D, including annual planning, quarterly forecasting, and monthly variance analysis, enabling proactive cost management and decision-making.
  • Collaborated with DevOps and engineering teams to forecast AWS infrastructure costs based on usage trends, new service launches, and product scaling scenarios; identified cost optimization opportunities, and tracked realized savings.
  • Designed and implemented financial models to evaluate the cost impact of international workforce expansion, including compensation benchmarking, benefits structures, tax implications, and vendor costs across geographies (EMEA, APAC, LATAM).

Senior Financial Analyst, R&D

TeleSign
Marina Del Rey, CA
09.2021 - 06.2022
  • Conducted pre-IPO financial diligence and reporting processes to ensure compliance.
  • Facilitated monthly department reviews for R&D business units, focusing on budgeting and forecasting.
  • Developed complex financial models for Customer Revenue, Direct Margin Retention, and Data Center Usage.
  • Managed monthly and quarterly close processes, including presentations for Board of Directors.

Corporate FP&A and M&A Analyst

Oracle
Redwood Shores, CA
05.2017 - 01.2020
  • Executed company-wide P&L forecasting, budgeting, and strategic planning processes.
  • Automated and optimized total company forecasting methodologies.
  • Analyzed KPIs for cloud transformation initiatives across SaaS, PaaS, and IaaS platforms.
  • Prepared quarter-close reports, guidance forecasts, earnings releases, and presentations for the Board of Directors.
  • Managed multiple acquisitions from LOI to operational integration.
  • Developed operating budgets for each acquisition.
  • Oversaw month-end accounting activities for several acquisitions.

Education

Bachelor of Science - Finance

University of San Francisco
San Francisco, CA
12-2017

Skills

  • Financial planning and analysis
  • Corporate strategy development
  • KPI tracking and optimization
  • International expansion
  • Budgeting and forecasting
  • Cost analysis and optimization
  • SaaS metrics evaluation
  • Cloud cost forecasting
  • Software capital accounting
  • Stakeholder management (cross-functional)
  • Systems expertise: Excel, Google Sheets, Tableau, Adaptive Insights, Anaplan, Workday, NetSuite, SAP, Oracle, Jira, Confluence, Coupa, AWS cost explorer

Timeline

Manager, R&D Strategy and Operations

Okta
10.2024 - Current

Senior Financial Analyst, R&D

Okta
07.2022 - 10.2024

Senior Financial Analyst, R&D

TeleSign
09.2021 - 06.2022

Corporate FP&A and M&A Analyst

Oracle
05.2017 - 01.2020

Bachelor of Science - Finance

University of San Francisco

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Jai Jadhav