Senior Financial Analyst, Global Partner Sales

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 rapid growth. This person will partner with senior leadership and their teams for the Chief Revenue Officer organization on all planning, forecasting, and analysis activities. 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. 

The ideal candidate is highly motivated, works well in a team environment, a trusted strategic advisor, 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.

This role requires travel to our San Francisco, CA or Chicago, IL office for in-person onboarding during the first week of employment. If reasonable accommodation is needed to participate in the job application, interview process, or onboarding please use this Form to request an accommodation.

Job Duties and Responsibilities:

• Be a strategic finance partner to the Global Partners Sales leadership team
• Lead/support the budgeting and forecasting processes for one or more functional teams within the CRO org. with a focus on the Global Partners Sales Org.:
• Partnering with business partners to ensure accuracy for headcount, commissions, program spend, and 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 as well as other elements of the close process
• Evolving these processes, as needed
• Develop monthly/quarterly management level reports regarding the underlying performance, leading indicators and key metrics on the business
• Partner in the corporate long-range strategic planning, as applicable
• Facilitate and drive frequent ad hoc as well as targeted projects to support senior management on 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

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: Able to build constructive and effective relationships with a broad and diverse group of business partners, inclusive of senior members of management
• Presentation Skills: Effective in a variety of presentation settings including one-on-one, small, and large groups

Job Requirements:

• MBA preferred, minimum of a B.S. in Finance, Accounting, Economics, or an equivalent from a leading undergraduate institution
• Minimum 3+ years of progressive experience in FP&A with a minimum of 2 years’ experience supporting a rapidly growing organization preferably supporting GTM organization
• High proficiency with FP&A systems required, Anaplan & Tableau experience is a plus
• Excellent financial data management, modeling and analysis skills
• Advanced Excel and strong PowerPoint skills are required
• Prior experience with SalesForce.com, Clari, NetSuite, as well as Coupa a plus
• Prior experience in a high-growth high tech/software/SaaS organization is a plus

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