Senior Financial Analyst, Marketing
About The Position
Okta is seeking a Senior Financial Analyst to join their Finance team, serving as a dedicated business partner to the Marketing organization. This role involves acting as the financial co-pilot for the CMO organization, managing a significant portion of Okta’s investment in growth. The analyst will not only track numbers but also help shape them, partnering with Marketing Leadership & Operations to drive ROI-based decision-making and ensure efficient capital deployment for pipeline and revenue generation. The company emphasizes a need for builders and owners who operate with speed, urgency, and execute with excellence, offering an opportunity to do career-defining work.
Requirements
- 3-5+ years of experience in FP&A, Strategic Finance, or Investment Banking (SaaS/Software experience preferred).
- Advanced Excel/Google Sheets and PowerPoint/Google Slides skills, with the ability to build complex models and executive-ready presentations from scratch.
- Ability to distill complex financial data into clear, actionable narratives for non-finance leaders.
- Familiarity with Anaplan, NetSuite, Coupa, Salesforce, Workday, and Tableau is a plus.
- Comfortable leveraging AI tools (e.g., Claude, Gemini) to accelerate analysis, automate reporting, and drive productivity gains.
- Ability to manage multiple tasks in a deadline-driven environment while maintaining a high level of precision.
Nice To Haves
- Experience supporting a Go-To-Market (Sales or Marketing) organization.
- Understanding of SaaS metrics (ARR, Churn, Retention, Magic Number).
- Comfortable working in a high-growth environment where priorities shift fast.
- Experience presenting financial analysis directly to senior or executive leadership.
- Interest in building scalable, self-serve reporting and dashboards for business partners.
Responsibilities
- Serve as the point person for all Marketing budget-related questions.
- Develop deeper, strategic partnerships with key verticals (e.g., Demand Gen, Digital, Product Marketing), building strong relationships with budget owners to interpret financial results and influence operational decisions.
- Lead the monthly and quarterly forecasting cycles for Marketing Opex and Headcount in Anaplan, ensuring data accuracy and alignment with shifting business priorities.
- Serve as the point person to review and approve POs and spend.
- Partner closely with Recruiting, the Chief of Staff, and HR to keep headcount forecasts and hiring pace aligned with the approved plan, flagging variances early.
- Prepare and present monthly Budget vs. Actuals (BvA) decks, along with other impactful presentations for QBRs, Ops Reviews, and CMO/Finance leadership meetings.
- Dig into variance drivers, identify risks/opportunities, and articulate the "why" behind the numbers.
- Support pipeline forecasting and funnel analysis (e.g., funnel conversion and velocity) alongside key marketing efficiency metrics such as Customer Acquisition Cost (CAC), LTV, and Marketing ROI.
- Partner with Marketing Ops to help the business understand program spend efficiency and pipeline health.
Benefits
- equity (where applicable)
- bonus
- health, dental and vision insurance
- 401(k)
- flexible spending account
- paid leave (including PTO and parental leave)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
