Senior Product Analyst, Order to Cash

Okta•San Francisco, CA

16h•Hybrid

About The Position

Okta is seeking a Senior Product Analyst for its Finance Technology Team, specifically within the Order-to-Cash (O2C) practice. This team is responsible for designing, optimizing, and maintaining systems that support Okta's financial operations, including order management, billing, collections, revenue recognition, and GL posting. The role will focus on leveraging AI-powered initiatives and process improvements to impact Okta's cash flow and revenue performance. The Senior Product Analyst will be the primary functional expert for Okta's end-to-end O2C processes within NetSuite, owning the configuration, optimization, and integration of systems like Salesforce, NetSuite, Zuora RevPro, Celigo, Avalara, and AWS. This is a senior, accountable role for a proactive individual eager to lead AI-driven initiatives.

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.