Strategic Finance Expert

6 days ago


San Francisco, California, United States Okta Full time

Company Overview:

Okta is a leading independent provider of identity for the enterprise. We enable organizations to securely connect the right people to the right technologies at the right time.

About Okta

Okta's Identity Cloud serves over 18,950 organizations globally, helping them protect their workforce and customer identities. As we continue our journey in profitable growth mode, we're seeking an experienced Senior Financial Analyst to join our team.

Job Summary:

We're looking for a skilled Senior Financial Analyst to partner with senior leadership and teams within the Engineering organization. This individual will play a key role in driving growth by effectively scaling financial planning, forecasting, and analysis activities.

Key Responsibilities:

  1. Financial Planning and Analysis: Own the budgeting and forecasting processes, ensuring accuracy in COGS spend and other key metrics based on operational performance.
  2. Technology Software Reporting & Analysis: Provide insights on technology software usage, identifying areas for optimization and cost reduction.
  3. Cross-Functional Projects: Collaborate on streamlining processes, system enhancements, and process improvements across the Technology organization.
  4. Long-Range Strategic Planning: Participate in the company's long-range strategic planning, aligning financial goals with business objectives.
  5. Ad Hoc Projects: Assist with frequent ad hoc projects, supporting senior management and business decisions with data-driven insights.

Requirements:

  1. 3+ years of FP&A experience.
  2. Bachelor's degree in Finance, Accounting, or Economics.
  3. MBA, Big 4 accounting, or investment banking experience a plus.
  4. Proficiency with FP&A systems required, Anaplan experience highly valued.
  5. Excellent financial modeling and analysis skills.
  6. Advanced Excel and/or Gsheet and strong PowerPoint and/or Slides skills are required.
  7. Manage multiple tasks in a deadline-driven environment while maintaining precision.
  8. Excellent communication and influencing skills, both written and verbal.
  9. Prior experience in high-growth tech/software/SaaS organizations is a plus.
  10. Comfortable with change and challenging the status quo.

About the Role:

This position can be based in either San Francisco, CA or Bellevue, WA. As a Senior Financial Analyst, you'll have the opportunity to work closely with senior leadership and drive growth through financial planning, analysis, and optimization.

What We Offer:

We offer a competitive salary range of $140,000 - $180,000 per annum, depending on location and experience. At Okta, we celebrate diversity, equity, and inclusion. We're an equal-opportunity employer and welcome applications from candidates of all backgrounds.



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