Senior Product Analyst, Order to Cash
About The Position
The Finance Technology team within Okta's Technology, Data & Intelligence (TDI) organization is dedicated to designing, optimizing, and maintaining the systems that power our core financial operations. Our Order-to-Cash practice sits at the center of Okta's revenue engine, managing everything from order management and billing to collections, revenue recognition, and GL posting. We are actively investing in AI-powered initiatives and process improvements that directly impact Okta's cash flow and revenue performance. This role will serve as the primary functional expert for Okta's end-to-end Order-to-Cash processes within NetSuite. You will own the configuration, optimization, and integration of our core O2C systems — spanning Salesforce, NetSuite, Zuora RevPro, Celigo, Avalara, and AWS — while collaborating closely with Finance, Billing, Collections, and development teams to drive scalable solutions. This is a senior, highly accountable role for someone who is proactive, eager to take ownership, and excited to lead AI-driven initiatives that improve efficiency and cash flow.
Requirements
- 5+ years of dedicated experience as a Product Analyst or Business Analyst with hands-on expertise in NetSuite Order-to-Cash functions across multiple modules
- Hands-on NetSuite configuration experience across Order to Cash, SuiteFlow, SavedSearch, and Report building
- Proven ability to collaborate with development teams and stakeholders, taking full ownership of deliverables and driving projects end to end with a proactive, self-starter mentality
- Experience integrating O2C processes with third-party systems such as Salesforce CRM/CPQ, Celigo, Zuora RevPro, Avalara, and data warehouse platforms
- Strong understanding of financial close, reconciliation, and compliance standards including SOX controls, ASC 606, and audit documentation requirements
- Demonstrated curiosity and initiative in exploring and applying AI tools to improve processes, with the ability to mentor and upskill team members while building business value through innovation
- Bachelor's degree in Business Administration, Information Systems, Computer Science, Finance, Accounting, or equivalent years of industry experience
Nice To Haves
- NetSuite ERP Consultant Certification
- CSPO (Certified Scrum Product Owner) or CBAP certification
- Experience with iPaaS solutions such as Boomi or similar middleware platforms
- Familiarity with AWS and building AI-powered applications in a finance or O2C context
Responsibilities
- Serve as the primary functional expert for NetSuite Order-to-Cash modules, including Order Management, Accounts Receivable, Billing, and Collections, owning configuration, maintenance, and optimization across all O2C workflows
- Lead discovery sessions to gather, document, and analyze complex business requirements from global Billing, Collections, and Order Management teams, translating them into robust functional specifications and scalable NetSuite solutions
- Troubleshoot complex data flow and integration errors across Salesforce to NetSuite and NetSuite to RevPro and other peripheral applications, ensuring the accuracy of order, billing, and revenue data
- Drive improvements to dunning and collections processes, including the configuration and optimization of Collection Management workflows that support Okta's cash flow and revenue goals
- Support NetSuite financial close and reconciliation activities, ensuring accurate and timely month-end processes for AR, revenue, billing, and deferred revenue recognition, while maintaining compliance with SOX, SOC, and ASC 606 requirements
- Utilize SuiteAnalytics, Workbooks, and RevPro Analytics to create dashboards and actionable insights for revenue visibility, billing performance, collections aging, and close metrics
- Drive and champion AI-powered initiatives, leveraging GenAI, Agentic AI tools, and AWS to automate manual reconciliation, detect anomalies, streamline exception handling, and drive broader productivity improvements across the team
Benefits
- 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
