Okta
Senior Financial Analyst, Corporate FP&A
Okta, San Francisco, California, United States, 94199
About Okta
Okta is The World's Identity Company. We free everyone to safely use any technology, anywhere, on any device or app. Our flexible and neutral products, Okta Platform and Auth0 Platform, provide secure access, authentication, and automation, placing identity at the core of business security and growth.
Job Overview Okta is in profitable growth mode. We are seeking an experienced, self‑motivated Senior Financial Analyst who will be a key player in driving and effectively scaling Okta’s growth. This person will report to the Manager, Corporate FP&A and will partner with Finance peers and leadership to assist in Okta’s forecasting process: consolidating, analyzing, and communicating key financial trends that influence our ability to execute against our quarterly plans and guidance.
Job Duties and Responsibilities
Facilitate company planning processes for all corporate quarterly forecasts covering the financial statements and key metrics; provide visibility and decision‑making support to the CFO, Investor Relations, and FP&A leadership
Own Benefits & Taxes consolidation, Payroll Tax, and Other Income & Expense forecasts
Maintain and improve detailed financial models that track and analyze key metrics and their impact on the company's overall performance
Be a key member of the team, delivering a flawless earnings process
Cross‑collaborate effectively with partner organizations and drive process improvements
Apply advanced Google Slides skills to create visually impactful slides for executive and Board‑level presentations, with a focus on aligning and enhancing the format/content
Leverage and improve current systems to increase productivity and accuracy of the FP&A team
Assist with ad‑hoc strategic projects as necessary to enable management and business decisions
Skills Required
Analytical Skills: Ability to work independently, think objectively, and interpret meaningful and insightful narratives from both quantitative as well as qualitative data
Financial and Business Acumen: Ability to evaluate financial and business indicators and translate as well as distill data into actionable information to drive results
Problem Solving & Decision Quality: Ability to apply rigorous logic and sound methods to solve multi‑faceted problems with effective solutions
Relationship Management: Ability to build constructive and effective relationships with a broad and diverse group of business partners, inclusive of senior members of management
Influential: Ability to influence at all levels, including the most senior executives in the company, with a demonstrated aptitude to work effectively within a matrixed team across multiple functional areas, and be assertive in driving successful management strategies
Execution driven: Ability to manage multiple tasks in a deadline‑driven environment while maintaining a high level of precision and accuracy
Presentation Skills: Effective in a variety of presentation settings, including one‑on‑one, small, and large groups
Job Requirements
Able and willing to come into SF HQ as needed (up to 2x per week)
3+ years of experience in FP&A, 1+ year of Corporate FP&A is a plus
Excellent financial modeling and analysis skills
Advanced Excel/GSheets and PowerPoint/GSlides skills are required
Exceptional verbal and written communication skills, including expertise in presenting analyses to senior leadership
Anaplan and Tableau experience is a plus
Prior experience in a high‑growth global high‑tech/software/SaaS organization is a plus
Benefits
Amazing Benefits
Making Social Impact
Developing Talent and Fostering Connection + Community at Okta
Equal Opportunity Employer Okta is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, marital status, age, physical or mental disability, or status as a protected veteran. We also consider for employment qualified applicants with arrest and convictions records, consistent with applicable laws.
If reasonable accommodation is needed to complete any part of the job application, interview process, or onboarding please use this Form to request an accommodation.
Okta is committed to complying with applicable data privacy and security laws and regulations. For more information, please see our Personnel and Job Candidate Privacy Notice at https://www.okta.com/legal/personnel-policy/.
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Job Overview Okta is in profitable growth mode. We are seeking an experienced, self‑motivated Senior Financial Analyst who will be a key player in driving and effectively scaling Okta’s growth. This person will report to the Manager, Corporate FP&A and will partner with Finance peers and leadership to assist in Okta’s forecasting process: consolidating, analyzing, and communicating key financial trends that influence our ability to execute against our quarterly plans and guidance.
Job Duties and Responsibilities
Facilitate company planning processes for all corporate quarterly forecasts covering the financial statements and key metrics; provide visibility and decision‑making support to the CFO, Investor Relations, and FP&A leadership
Own Benefits & Taxes consolidation, Payroll Tax, and Other Income & Expense forecasts
Maintain and improve detailed financial models that track and analyze key metrics and their impact on the company's overall performance
Be a key member of the team, delivering a flawless earnings process
Cross‑collaborate effectively with partner organizations and drive process improvements
Apply advanced Google Slides skills to create visually impactful slides for executive and Board‑level presentations, with a focus on aligning and enhancing the format/content
Leverage and improve current systems to increase productivity and accuracy of the FP&A team
Assist with ad‑hoc strategic projects as necessary to enable management and business decisions
Skills Required
Analytical Skills: Ability to work independently, think objectively, and interpret meaningful and insightful narratives from both quantitative as well as qualitative data
Financial and Business Acumen: Ability to evaluate financial and business indicators and translate as well as distill data into actionable information to drive results
Problem Solving & Decision Quality: Ability to apply rigorous logic and sound methods to solve multi‑faceted problems with effective solutions
Relationship Management: Ability to build constructive and effective relationships with a broad and diverse group of business partners, inclusive of senior members of management
Influential: Ability to influence at all levels, including the most senior executives in the company, with a demonstrated aptitude to work effectively within a matrixed team across multiple functional areas, and be assertive in driving successful management strategies
Execution driven: Ability to manage multiple tasks in a deadline‑driven environment while maintaining a high level of precision and accuracy
Presentation Skills: Effective in a variety of presentation settings, including one‑on‑one, small, and large groups
Job Requirements
Able and willing to come into SF HQ as needed (up to 2x per week)
3+ years of experience in FP&A, 1+ year of Corporate FP&A is a plus
Excellent financial modeling and analysis skills
Advanced Excel/GSheets and PowerPoint/GSlides skills are required
Exceptional verbal and written communication skills, including expertise in presenting analyses to senior leadership
Anaplan and Tableau experience is a plus
Prior experience in a high‑growth global high‑tech/software/SaaS organization is a plus
Benefits
Amazing Benefits
Making Social Impact
Developing Talent and Fostering Connection + Community at Okta
Equal Opportunity Employer Okta is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, marital status, age, physical or mental disability, or status as a protected veteran. We also consider for employment qualified applicants with arrest and convictions records, consistent with applicable laws.
If reasonable accommodation is needed to complete any part of the job application, interview process, or onboarding please use this Form to request an accommodation.
Okta is committed to complying with applicable data privacy and security laws and regulations. For more information, please see our Personnel and Job Candidate Privacy Notice at https://www.okta.com/legal/personnel-policy/.
#J-18808-Ljbffr