Business Technology, Finance Operations

Okta • Bellevue, WA

246d • $158,000 - $238,000 • Hybrid

About The Position

Okta is looking for a detail-oriented and analytically driven Financial Manager to join our Business Technology (BT) team. This role is ideal for someone who thrives at the intersection of finance, operations, and technology. You will play a critical role in managing BT's budget, financial planning, expenditure tracking, reporting and operational cadence-ensuring the organization runs efficiently and stays aligned with its financial goals. You will work closely with BT leadership, Finance (FP&A), Program Management Office (PMO), and cross-functional business operations teams to promote fiscal responsibility and optimize resource allocation. Your ability to manage multiple inputs, meet deadlines, and deliver clear, actionable analysis will be critical in helping BT leadership stay focused and on track.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or equivalent practical experience.
• 5+ years of relevant experience in Finance (FP&A, financial analysis), Program Management (with budget oversight), or Business Operations roles.
• Demonstrated deep understanding and practical experience with core finance processes, including budgeting, forecasting, variance analysis, and financial reporting.
• Expert-level proficiency in spreadsheet software (Microsoft Excel, Google Sheets) is essential, including mastery of complex formulas, pivot tables, data modeling, lookups, and data visualization/charting.
• Strong analytical and quantitative skills with the proven ability to synthesize complex financial and operational data into clear, concise, and actionable insights.
• Exceptional organizational skills and meticulous attention to detail; demonstrated ability to manage and track multiple competing priorities, inputs, and deadlines effectively in a fast-paced environment.
• Excellent communication (written and verbal) and interpersonal skills, with the ability to collaborate effectively and build relationships with diverse stakeholders across various levels, including senior leadership.
• Proactive, resourceful, self-motivated, and able to operate with a high degree of autonomy.

Nice To Haves

• Prior experience working within an IT, Technology, or similar technical department/organization.
• Experience with enterprise financial planning software (e.g., Anaplan, Adaptive Planning) and/or ERP systems (e.g., NetSuite, SAP).
• Familiarity with project/program management principles or tools (e.g., Smartsheet, Jira).
• Understanding of technology procurement and vendor management processes.

Responsibilities

• Act as a strategic financial partner to BT Leaders, FP&A, PMO, and cross-functional business operations teams to manage and oversee the BT budget across the full fiscal year.
• Lead the annual planning process for the BT organization by coordinating stakeholder inputs, analyzing historical trends, setting financial targets, and aligning the final budget with strategic priorities.
• Own and execute the quarterly budget request process, including collecting inputs, evaluating needs against strategic goals, prioritizing initiatives, and managing funding adjustments.
• Monitor program and operational spend against forecasts, conduct variance analysis, identify trends, and deliver actionable insights to drive efficiency and improve performance in partnership with key stakeholders.
• Maintain clear visibility into BT spending across finance categories to support data-driven decision-making and financial accountability.
• Proactively manage budget overages and underutilized funds, recommend strategic reallocations, and collaborate with FP&A partner on accruals and close processes to ensure accurate, efficient financial reporting.
• Partnership with BT leadership and Talent Acquisition to track hiring against approved plans, ensuring alignment with headcount targets and employment cost forecasts.
• Build and maintain financial models, dashboards, and reports to track performance, meet key operational deadlines, and deliver executive-ready summaries of business performance and leading indicators.
• Continuously evaluate and enhance financial planning, tracking, and reporting processes while leading system and scalability initiatives to support BT's growth and cross-functional alignment.

Benefits

• Health, dental and vision insurance
• 401(k)
• Flexible spending account
• Paid leave (including PTO and parental leave)
• Equity (where applicable)
• Bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Professional, Scientific, and Technical Services
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees