Senior Financial Analyst, Product

Okta - San Francisco, CA

Full-time - Mid Level

San Francisco, CA

10,001+ employees

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About the position

The Senior Financial Analyst at Okta will play a crucial role in driving and scaling the company's growth by partnering with senior leadership in the Engineering organization. This position involves managing budgeting, forecasting, and analysis activities, ensuring accuracy in financial metrics, and collaborating on operational efficiencies. The ideal candidate will be analytical, a confident business partner, and capable of managing both strategic and detailed financial tasks.

Responsibilities

• Be a strategic financial partner to the Engineering organization.
• Own the budgeting and forecasting processes for this function, including partnering with business to ensure accuracy for COGS spend and other key metrics based on operational performance.
• Partner with Recruiting to ensure alignment with business on resourcing.
• Prepare budget vs. actual variance analysis and other relevant reporting.
• Lead thoughtful analysis, evaluating key drivers and metrics, and partnering on driving operational efficiencies.
• Collaborate with the controllership organization on accruals and other elements of the close process.
• Evolve these processes as needed.
• Conduct technology software reporting & analysis.
• Manage cross-functional projects including streamlining processes and being the point on system enhancements.
• 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.

Requirements

• 3+ years of FP&A experience.
• Bachelor's degree in Finance, Accounting, or Economics.
• MBA, Big 4 accounting, or investment banking experience is a plus.
• Proficiency with FP&A systems required; Anaplan experience is a HUGE plus.
• Excellent financial modeling and analysis skills.
• Advanced Excel and/or Gsheet and strong PowerPoint and/or Slides skills are required.
• Ability to manage multiple tasks in a deadline-driven environment while maintaining a high level of precision.
• Excellent communication and influencing skills, both written and verbal.
• Prior experience in a high-growth high tech/software/SaaS organization is a plus.
• Very comfortable with change and challenging the status quo.

Nice-to-haves

• MBA
• Big 4 accounting experience
• Investment banking experience
• Anaplan experience
• Prior experience in a high-growth high tech/software/SaaS organization