Senior Financial Analyst, G&A

Okta•San Francisco, CA

6h•$117,000 - $161,000•Hybrid

About The Position

Okta is seeking an experienced, self-motivated Senior Financial Analyst to join their dynamic FP&A organization. This role will be a key player in driving and scaling Okta's growth, partnering with senior leadership and their teams for the G&A organization on all planning, forecasting, and analysis activities. The ideal candidate has strong analytical skills, excellent attention to detail without losing the big picture, and the ability to work both cross-functionally and independently. This person is comfortable operating at all levels, is highly organized, and is truly excited about financial analysis and insights. This role is assigned to the San Francisco office and requires employees to work from the office at least two days per week.

Requirements

A minimum of 3 years of FP&A experience
Proficiency with FP&A systems required
Excellent financial modeling and analysis skills
Advanced Excel/GSheets and PowerPoint/GSlides skills
Excellent verbal and written communication skills
Ability to manage multiple tasks in a deadline-driven environment while maintaining a high level of precision
Ability to challenge the status quo and bring forth new ways of thinking

Nice To Haves

Anaplan, Workday, Tableau experience is a HUGE plus
Proficiency with AI tools and implementing them into workflows a plus. Claude Code & Gemini a plus
Experience with complex headcount and real estate/CapEx modeling a plus
Experience in a global high tech/software/SaaS organization is a plus

Responsibilities

Be a strategic financial partner to the People, Workplace, and Customer Zero organizations
Own the budgeting and forecasting processes for this function, including: Partnering with business to ensure accuracy for spend, headcount and other key metrics based on operational performance
Maintain and improve detailed financial models that track and analyze functional costs and their impact cross-functionally and on the company’s overall performance
Preparing budget 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 and other elements of the close process
Evolving these processes as needed
Participate in the company’s long-range strategic planning as applicable
Assist with and manage frequent ad hoc / strategic projects to support senior management and business decisions
Lead process and systems improvement and scaling projects for your area and partner on cross-functional teams, to drive the company’s continued growth and scaling.