Senior Financial Analyst, Okta

Products & Technology

$104-161k

+ Bonus. Salary partially dependent on location

Excel

Google Sheets

Anaplan

Mid and Senior level

San Francisco Bay Area

Tuesday & Wednesday in office

2 days a week in office

Management platform securing resources from cloud to ground

Be an early applicant

Management platform securing resources from cloud to ground

1001+ employees

B2BSecurityInternal toolsSaaSIdentity

Be an early applicant

$104-161k

+ Bonus. Salary partially dependent on location

Excel

Google Sheets

Anaplan

Mid and Senior level

San Francisco Bay Area

Tuesday & Wednesday in office

2 days a week in office

1001+ employees

B2BSecurityInternal toolsSaaSIdentity

Company mission

To improve the connections between people and tools to make companies more productive and secure.

Job

Company

Role

Who you are

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
A minimum of 3+ years of FP&A experience
Bachelor's degree in Finance, Accounting, or Economics
MBA, Big 4 accounting, or investment banking experience a plus
Proficiency with FP&A systems required, Anaplan, Workday experience is a HUGE plus
Proficiency with AI tools and implementing them into workflows. Claud Code & Gemini a plus
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
Prior experience in a high-growth high tech/software/SaaS organization is a plus
Very comfortable with change and challenging the status quo

What the job involves

Okta is in profitable growth mode. We are seeking an experienced Senior Financial Analyst who will be a key player in and is truly excited about driving and effectively scaling Okta’s growth. This person will partner with senior leadership and their teams for the Products & Technology organization on all planning, forecasting, and analysis activities
This person will also play a key role in analyses and streamlining processes across the broader Technology organization. This is a fantastic opportunity for a candidate that wants to be part of a dynamic FP&A organization that is operating at an accelerated pace and scaling for the future
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

Our take

Okta started off as an identity company where organisations, large and small, could tap into the company to have a single sign-on interface to access all cloud applications now centralised. Okta has since expanded to provide identity management at the device as well as the server level.

The new approach towards network security is increasingly based on identification and authentication, and Okta is on track to become the go-to vendor in the space. It aims to do so by developing products that enable people to access applications and other tools more smoothly and securely than ever before.

Okta has taken strides towards expansion through significant employee growth and shuffling executive leadership. The company has also made lateral moves such as tackling governance concerns, opening up new paths for revenue.

Freddie

Company Specialist at Welcome to the Jungle

Insights

Top investors

19% employee growth in 12 months

Glassdoor (3.7)

Trustpilot (1.4)

Company

Funding (last 2 of 7 rounds)

Sep 2015

$75m

SERIES F

Jun 2014

$75m

SERIES E

Total funding: $229.3m

Company benefits

Work from home opportunities
Health + Wellness
Financial Benefits
Pay + Incentives
Time Off
Everyday Living
Resources

Company HQ

The East Cut, San Francisco, CA

Leadership

Todd McKinnon

(Co-Founder & CEO)

VP of Development at Salesforce.com and has nearly a decade of experience in various engineering and leadership roles at PeopleSoft.

Frederic Kerrest

(Co-Founder & Vice Chairman)

Worked in Sales and Business Development at Salesforce.com, and previously co-founded high-tech consulting firm Meridian Global Solutions.

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