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Versatile, high impact executive with 20+ years of experience in global finance leadership roles building and leading teams. Strong executive-level partnering experience, including CEO-staff level and global VPs, in both growth of $2.5B business, hypergrowth subscription/SaaS subscription business models, and restructuring in turnaround phases.Strategic thinker with an eye on the big picture and change agent driving operational excellence, with deep experience leading teams in driving transformational projects in both process and systems.Specialties: • Global financial, planning and analysis (FP&A) • Building and leading global teams • Business partnering • Sales execution and GTM strategy • Cloud/SaaS subscription models • Investor relations • Finance Innovation & automation • Metrics, analytics and business intelligence • M&A / due diligence • Certified public accountant
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Head Of Global Fp And A At OktaOktaBellevue, Wa, Us -
Head Of Global Fp&A At OktaOkta Feb 2024 - PresentSan Francisco, California, UsLead Okta's Global FP&A team
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Vp, Fp&A - CorporateOkta Aug 2022 - Feb 2024San Francisco, California, UsLead all aspects of SaaS Corporate FP&A function, including Long-range Planning (LRP), Annual Planning, Quarterly Forecasting / Guidance, Investor Relations engagement, automation, and building and leading a high performing team
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Vp, Fp&A - R&D/Technology, G&A, Corporate DevelopmentOkta Oct 2019 - Aug 2022San Francisco, California, UsLed FP&A for: • R&D/Technology (Engineering, Product, Security, IT)• G&A (Finance, Legal, People, Workplace, Okta for Good)• Corporate Development (M&A, Corporate Strategy)• Pricing and Packaging
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Senior Director, Finance AutomationAutodesk Feb 2017 - Oct 2019San Francisco, Ca, Us• Built and led 40-person global finance automation team, responsible for forecasting & planning (Anaplan), finance metrics & dashboards, data science, RPA, project management office, and partnership with IT• Developed and retained strong leadership team, resulting in best-in-class employee engagement scores• Expanded Anaplan footprint to over 20 forecasting, planning and modeling use cases, driving efficiency via eliminating over 100 Excel files, increasing accuracy and insights, and connecting to other tools, including Salesforce and Workday• Led procurement project to scale contract review via natural language processing, improving efficiency and accuracyReporting: CFO, Global Head of Operations -
Investor RelationsAutodesk Aug 2016 - Oct 2019San Francisco, Ca, Us• Partner with head of IR, including messaging for quarterly earnings calls, setting guidance, and developing annual investor day presentations• Transformed earnings call Q&A preparation into a robust process to anticipate analyst questions, craft answers and rehearse with CEO and CFO in advance of call, which resulted in 90% question readiness• Conduct engagement calls with existing and potential buyside investors regarding strategic & financial modeling topics• Evaluate analyst reaction and message absorption of key messages
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Sales Finance, Fp&A – Global LeadAutodesk Nov 2012 - Feb 2017San Francisco, Ca, Us• Grew subscription/SaaS model from $50M to over $500M in ARR. Implemented global forecast and planning process for recurring revenue model, including metrics/reporting, process, and tools • Led all aspects of forecasting and annual planning for all company lines of business ($2.5B+ revenue), including driving overall process, target setting, organic vs M&A impacts, metrics, and analysis • Managed full P&L for WW sales organization ($500M+ spend/2,000+ HC), driving productivity and investment decisions• Completely reorganized 20+ global team, including managers and staff, across North America, Europe and Asia, leading to higher ROI and improved employee engagement • Directed analysis for senior executives, including quarterly/annual results, BOD presentations and decision support• Honored twice with Diamond Club achievement trip (awarded to less than 10% of extended sales organization)• Served as CFO chief of staff for 2016, selected as part of a highly competitive process
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Sales Finance, Field – Finance Business Partner - Aec SalesAutodesk Nov 2009 - Oct 2012San Francisco, Ca, Us• Partnered with Sales VP of North America with full P&L ownership of $200M+ revenue for the Architecture, Engineering and Construction business segment - Autodesk's largest • Responsible for hands-on financial, strategic, and commissions support for both Enterprise and SMB (reseller) segments• Provided enterprise deal support - structuring, profitability analysis, deal review - for up to $10M+ opportunities
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Corporate Fp&A – Senior Finance ManagerAutodesk Jun 2007 - Oct 2009San Francisco, Ca, Us• Designed and implemented corporate cash flow forecasting process, driving decision-making for strategic investments, capital allocation and treasury hedging • Partnered with VP Facilities on $100M+ budget. Drove plan for 50-site consolidation, resulting in $20M in annual savings • Implemented driver-based analysis of revenue price, volume, mix, and FX, which improved insights for decision making
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Senior Manager, M&A Transaction Advisory ServicesErnst & Young 2003 - 2005London, Gb• Managed cross-functional M&A advisory teams (financial, IT, tax & HR) relating to over 20 buyside financial due diligence evaluations and subsequent deal execution • Client base of private equity funds, including Citigroup, Goldman Sachs, and corporate strategic acquirers -
Finance ManagerErnst & Young 2001 - 2003London, Gb• Coached Spanish-speaking teams of local colleagues providing audit and SEC services to Latin subsidiaries of global companies, including Chiquita and McDonald's, and large Chilean firms
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Audit Senior / StaffErnst & Young 1997 - 2001London, Gb• Led audit engagements for software, technology companies – representing stages from VC-backed, pre-IPO through public, with ongoing SEC requirements • Guided software client through IPO process, including initial audits, S-1 filing and other regulatory filings/support
Nathan Petersen Skills
Nathan Petersen Education Details
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University Of California, Berkeley, Haas School Of BusinessEntrepreneurship/Entrepreneurial Studies -
Uw Foster School Of BusinessAccounting Concentration
Frequently Asked Questions about Nathan Petersen
What company does Nathan Petersen work for?
Nathan Petersen works for Okta
What is Nathan Petersen's role at the current company?
Nathan Petersen's current role is Head of Global FP and A at Okta.
What is Nathan Petersen's email address?
Nathan Petersen's email address is na****@****esk.com
What schools did Nathan Petersen attend?
Nathan Petersen attended University Of California, Berkeley, Haas School Of Business, Uw Foster School Of Business.
What skills is Nathan Petersen known for?
Nathan Petersen has skills like Finance.
Who are Nathan Petersen's colleagues?
Nathan Petersen's colleagues are Shariful Islam, Jordan Howe, Mr Minh, Jeffrey Ng, Katie S., Uday Kumar Karamala, Madison Bianes.
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