Key Financial Insights Driver

3 weeks ago

San Francisco, California, United States Okta, Inc. Full time
Job Title Overview

We are seeking an experienced Senior Financial Analyst to join our team at Okta, Inc. as a key player in driving and effectively scaling the company's rapid growth.

About Us

Okta is The World's Identity Company, free everyone to safely use any technology—anywhere, on any device or app. Our Workforce and Customer Identity Clouds enable secure yet flexible access, authentication, and automation that transforms how people move through the digital world, putting Identity at the heart of business security and growth.

Role and Responsibilities

This Senior Financial Analyst will partner with senior leadership and their teams for the Chief Customer Officer organization (part of the GTM team) on all planning, forecasting, and analysis activities. Key responsibilities include:

  • Be a strategic financial partner to the WW Customer First Group's leadership team.
  • Lead/support the budgeting and forecasting processes for one or more functional teams within the CF group with a focus on the Professional Services Org, including:
    • Partnering with business partners to ensure accuracy for HC, program spend, and other key metrics based on operational performance
    • Preparing budget/forecast vs. actual variance analysis and other relevant reporting
    • Leading thoughtful analysis, evaluating key drivers and metrics, and partnering on driving operational efficiencies
    • Collaborating with the controllership organization on accruals as well as other elements of the close process
    • Evolving these processes, as needed
  • Management and reporting for the full PS P&L globally including bookings, revenue, COGS/gross margin, opex and headcount
  • Develop monthly/quarterly management level reports regarding the underlying performance, leading indicators and key metrics on the business
  • Prepare analytics and financial summaries in support of fiscal year and corporate long-range strategic planning
  • Facilitate and drive frequent ad hoc as well as targeted projects to support senior management on business decisions
Requirements

To be successful in this role, you should have:

  • Analytical Skills: Ability to work independently, think objectively, and interpret meaningful and insightful narratives from both quantitative as well as qualitative data
  • Financial and Business Acumen: Ability to evaluate financial and business indicators and translate as well as distill data into actionable information to drive results
  • Problem Solving & Decision Quality: Ability to apply rigorous logic and sound methods to solve multi-faceted problems with effective solutions
  • Relationship Management: Able to build constructive and effective relationships with a broad and diverse group of business partners, inclusive of senior members of management
  • Presentation Skills: Effective in a variety of presentation settings including one-on-one, small, and large groups.
  • Prior Support, Professional Services, Customer Success finance experiences preferred.
What We Offer

The annual base salary range for this position is between $100,000 — $150,000 USD. Okta, Inc. is an Equal Opportunity Employer.

  • Financial Data Insights Expert

    3 weeks ago

    San Francisco, California, United States Cargomatic Full time

    Cargomatic is a forward-thinking company that leverages data to drive financial insights and improve operational efficiency. We're seeking an experienced Data Scientist to join our Finance team and contribute to the development of cutting-edge analytics solutions.Job DescriptionThis role will involve designing and implementing advanced data analytics...

  • Financial Data Insights Specialist

    3 weeks ago

    San Francisco, California, United States Cargomatic Full time

    Cargomatic is a forward-thinking logistics company dedicated to delivering innovative solutions to our customers. We are seeking a skilled Financial Data Insights Specialist to join our Finance team.About the RoleThis role will focus on developing and maintaining dashboards that provide critical insights into Cargomatic's financial performance, cost...

  • Financial Insights Specialist

    2 days ago

    San Francisco, California, United States Joinservicecall Full time

    Join Our MissionWe are a team of innovators and experts dedicated to creating a better future for financial decision-making. As an AI & Data Science Specialist, you will have the opportunity to work on cutting-edge projects that leverage AI to empower individuals in their financial pursuits.Key Areas of Focus• Developing and maintaining AI algorithms to...

  • Key Performance Insights Analyst

    3 weeks ago

    San Francisco, California, United States Procore Full time

    About the RoleWe are seeking a highly skilled Key Performance Insights Analyst to join our Revenue Insights and Analytics team at Procore. This individual will be responsible for driving business growth by providing scalable data solutions in the form of actionable insights and strategic & operational reporting.This role requires partnering closely with...

  • Strategic Financial Insights Analyst

    1 month ago

    San Francisco, California, United States Twitch Full time

    About the OpportunityTwitch is a pioneer in live streaming, fostering vibrant communities around gaming, entertainment, music, sports, and more. With thousands of communities coming together daily, we're on a mission to empower live interactions.As a collaborative and dynamic workplace, we encourage teamwork, problem-solving, and open communication. Discover...

  • Leading Financial Insights Expert for Corporate FP&A

    6 days ago

    San Francisco, California, United States Twitch Full time

    Twitch is the world's leading live streaming platform, boasting global communities built around gaming, entertainment, music, sports, cooking, and more. Thousands of communities come together daily, fostering a dynamic environment that promotes collaboration and innovation.About the RoleThis position requires a motivated Senior Financial Analyst to join...

  • Data-Driven Financial Insights Specialist

    2 weeks ago

    San Francisco, California, United States Unreal Gigs Full time

    About the JobUnreal Gigs is seeking a highly skilled Data-Driven Financial Insights Specialist to join our finance team. In this role, you will analyze financial data, identify trends, and provide actionable insights that inform business decisions.You will be responsible for developing predictive models using statistical techniques and machine learning...

  • Financial Data Insights Lead

    6 days ago

    San Francisco, California, United States Intercom Full time

    Key Opportunity OverviewAt Intercom, we're seeking an exceptionally skilled Financial Data Insights Lead to join our team. This role involves collaborating with cross-functional teams to drive data-driven decisions and optimize business performance.This talented individual will leverage large datasets to develop expert systems, enhance processes, and gain a...

  • Key Strategic Financial Leader

    3 weeks ago

    San Francisco, California, United States Loft Orbital, Inc. Full time

    We are seeking an accomplished Senior FP&A Manager to support our finance team in executing key financial planning and analysis activities. This role reports directly to the FP&A Director and VP of Finance, focusing on delivering accurate and timely financial forecasts and budgets that align with company goals.Key ResponsibilitiesDevelop and maintain...

  • Financial Data Analyst

    2 weeks ago

    San Francisco, California, United States Unreal Gigs Full time

    Job DescriptionWe are seeking a skilled Financial Data Analyst to join our team at Unreal Gigs. As a key member of our finance department, you will play a critical role in analyzing financial data, identifying trends, and providing actionable insights that drive business growth.This is an excellent opportunity for an ambitious professional to leverage their...

  • Financial Insights Specialist

    1 day ago

    San Diego, California, United States Intuit Full time

    We are seeking a highly skilled Financial Insights Specialist to join our Consumer Group Finance team at Intuit. This role will play a critical part in the development and integration of AI technology into key financial processes such as forecasting and reporting.The ideal candidate will have 5+ years of experience in data science and a strong background in...

  • Data Scientist

    6 days ago

    San Francisco, California, United States Plaid Inc Full time

    About Plaid IncWe're dedicated to empowering the transformation of how people interact with their finances. Our mission is to build tools and experiences that enable developers to create innovative products, making it easy for millions of users to connect their financial accounts to the apps and services they rely on.Plaid's network covers 12,000 financial...

  • Data Scientist

    3 weeks ago

    San Francisco, California, United States Cargomatic Full time

    Job DescriptionCargomatic is a technology-driven leader in the logistics and freight transportation industry, dedicated to delivering data-backed, efficient, and reliable services to our customers.We are looking for an innovative team member who is passionate about leveraging data to drive financial and operational insights. As a bridge between data science...

  • Financial Data Insights Expert

    3 weeks ago

    San Francisco, California, United States Collective Full time

    About CollectiveWe're a pioneering online back office platform designed for Businesses-of-One, dedicated to empowering self-employed individuals to achieve financial independence.Job DescriptionAs our Product Analytics Lead, you'll partner closely with our Product team to drive growth through experimentation, data analysis, and customer insights. Your key...

  • Senior AI Data Scientist

    3 weeks ago

    San Francisco, California, United States Fintool Full time

    About FintoolFintool is a pioneering financial intelligence platform for institutional investors, leveraging cutting-edge technology to analyze vast amounts of financial data.Our mission is to empower investors with unparalleled insights, driving informed decision-making and success in the financial markets.

  • Data Insights Professional

    3 weeks ago

    San Francisco, California, United States Unreal Gigs Full time

    Job Title: Financial Data Analyst$80,000 - $110,000 per yearWe are seeking a talented Financial Data Analyst to join our team at Unreal Gigs. As a key member of our finance team, you will be responsible for analyzing financial data, developing predictive models, and collaborating with cross-functional teams to drive business decisions.About the RoleWork...

  • Data Driven Financial Insights Specialist

    3 weeks ago

    San Francisco, California, United States FOCUSKPI INC Full time

    About FOCUSKPI INCFOCUSKPI INC is a data science and technology firm specializing in predictive analytics practice and methodologies. Our team is passionate about helping businesses drive insights and make informed decisions.Job DescriptionWe are seeking a highly skilled Financial Business Analyst to join our team. In this role, you will be responsible for...

  • Crypto Insights Specialist

    3 weeks ago

    San Francisco, California, United States Bitwise Asset Management Full time

    About the RoleWe are seeking an exceptional Data Analyst to join our Research team. As a key member of our team, you will be responsible for designing and optimizing our data architecture, ensuring seamless analysis of vast data streams and delivering actionable insights that drive our research and investment strategies forward.Key ResponsibilitiesData...

  • Financial Business Analyst

    3 weeks ago

    San Francisco, California, United States FOCUSKPI INC Full time

    We are seeking a skilled Financial Business Analyst to join our team at FOCUSKPI INC. This is a 6-month contract position, and the pay range is approximately $70-$81 per hour.The ideal candidate will have 8-10 years of experience using data to drive insights in the industry-leading companies. A degree in Business, Statistics, Finance, or a related analytical...

  • Data Insights Strategist

    3 weeks ago

    San Francisco, California, United States Parafin Full time

    Transforming Business with Data ScienceParafin is a pioneering fintech company revolutionizing the way small businesses access financial tools. As a key member of our team, you will play a vital role in driving business growth and strategic decision-making using data science.We're on a mission to simplify financial services for small businesses, and we need...