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Director of Financial Operations, Credit and Collections

2 months ago

San Francisco, California, United States Okta, Inc. Full time
About the Role

We are seeking a seasoned leader to join our high-performing Accounts Receivable, Credit and Collections team at Okta, Inc. As a key member of our finance organization, you will be responsible for driving process improvements, leading a team of professionals, and ensuring the efficient management of our financial operations.

Key Responsibilities
  • Lead the development and implementation of effective collections strategies, including the creation of reminders, collections, and deactivations or work stoppage.
  • Uplevel our AR and collections teams through hands-on development and coaching, fostering a culture of continuous learning and improvement.
  • Design and implement effective reporting and forecasting models to drive business decisions and optimize financial performance.
  • Build and maintain strong relationships with customers, partners, and internal stakeholders, ensuring seamless communication and collaboration.
  • Monitor collections and refund targets, providing regular reporting and insights to inform business decisions.
  • Prepare and review financial reconciliations schedules, maintaining the allowance for bad debt balance and improving processes to reduce time-to-close.
  • Assess and implement additional operational and SOX controls to ensure compliance and risk management.
  • Reinforce a customer-centric culture, promoting collaborative relationships with Sales, Finance, Operations, and Senior Leadership.
  • Perform financial and credit analysis on new customer applications, past due accounts, high-risk customers, and other financial impact areas.
  • Evaluate and mature billing and cash applications processes with automation, ensuring efficiency and accuracy.
  • Establish and monitor quarterly aging, cash, and DSO goals, comparing forecast vs. plan to drive business decisions.
  • Create and implement KPIs and other indicators to assess team performance and drive continuous improvement.
  • Ensure compliance with credit policy and regulatory requirements, maintaining a strong understanding of industry standards and best practices.
  • Lead the AR, Credit & Collections Team to achieve operational excellence, driving continuous improvement in collections, customer service, and process improvements.
Requirements for Success
  • 8+ years of experience in Credit and Collections, with a strong background in financial operations and leadership.
  • 5+ years of progressive management and leadership experience, with a proven track record of driving process improvements and team development.
  • Experience in the tech and SaaS industry, with a strong understanding of financial tools and ERP systems (NetSuite preferred).
  • Strong analytical skills, with the ability to problem-solve, think critically, and drive results.
  • Executive presence, excellent interpersonal and communication skills, with the ability to clearly communicate and present to senior management.
  • Bachelor's Degree or equivalent work experience.