Senior Financial Analyst, Products & Technology

Okta•San Francisco, CA

10h•$104,000 - $161,000•Hybrid

About The Position

Okta is seeking an experienced Senior Financial Analyst to be a key player in driving and scaling Okta’s growth. This role will partner with senior leadership and their teams for the Products & Technology organization on all planning, forecasting, and analysis activities. The analyst will also play a key role in analyses and streamlining processes across the broader Technology organization. This is a dynamic FP&A role operating at an accelerated pace and scaling for the future. The ideal candidate is highly motivated, a team player, a confident business partner, capable of driving action cross functionally, analytical, and outstanding at FP&A. This person is comfortable operating at all levels, with eyes on the strategic big picture, while skillfully managing the financial details. This position will be based in San Francisco CA, with a two day in-office requirement (Tuesday & Wednesday).

Requirements

A minimum of 3+ years of FP&A experience
Bachelor's degree in Finance, Accounting, or Economics
Proficiency with FP&A systems required
Proficiency with AI tools and implementing them into workflows.
Excellent financial modeling and analysis skills
Advanced Excel and/or Gsheet and strong PowerPoint and/or Slides skills are required
Manage multiple tasks in a deadline-driven environment while maintaining a high level of precision
Excellent communication and influencing skills, both written and verbal
Very comfortable with change and challenging the status quo

Nice To Haves

MBA, Big 4 accounting, or investment banking experience a plus
Anaplan, Workday experience is a HUGE plus
Claud Code & Gemini a plus
Prior experience in a high-growth high tech/software/SaaS organization is a plus

Responsibilities

Be a strategic financial partner to the Auth0 Product & Developer Led Growth organization
Own the budgeting and forecasting processes for this function, including: Partnering with business to ensure accuracy for controllable spend and other key metrics based on operational 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
Own the Auth0 Consolidation process
Evolving these processes, as needed
Technology software reporting & analysis
Cross-functional projects including streamlining processes, being point on system enhancements, etc.
Participate in the company’s long-range strategic planning, as applicable
Assist with and manage frequent ad hoc 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.