Senior Financial Analyst, GTM
Get to know Okta
Okta is The World’s Identity Company. We free everyone to safely use any technology—anywhere, on any device or app. Our Workforce and Customer Identity Clouds enable secure yet flexible access, authentication, and automation that transforms how people move through the digital world, putting Identity at the heart of business security and growth.
At Okta, we celebrate a variety of perspectives and experiences. We are not looking for someone who checks every single box - we’re looking for lifelong learners and people who can make us better with their unique experiences.
Join our team! We’re building a world where Identity belongs to you.
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 Customer Officer organization (part of the GTM team) 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, 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.
Job Duties and Responsibilities:
- Be a strategic financial partner to the WW Customer First Group’s leadership team.
- Lead/support the budgeting and forecasting processes for one or more functional teams within the CF group with a focus on the Professional Services Org, including:
- Partnering with business partners to ensure accuracy for HC, program spend, and other key metrics based on operational performance
- Preparing budget/forecast 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
- Management and reporting for the full PS P&L globally including bookings, revenue, COGS/gross margin, opex and headcount
- Develop monthly/quarterly management level reports regarding the underlying performance, leading indicators and key metrics on the business
- Prepare analytics and financial summaries in support of fiscal year and corporate long-range strategic planning
- Facilitate and drive frequent ad hoc as well as targeted projects to support senior management on 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: 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.
- Prior Support, Professional Services, Customer Success finance experiences preferred.
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 the customer organization and/or GTM.
- 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
#LI-MK1
#LI-hybrid
Below is the annual base salary range for candidates located in California, Colorado, New York and Washington. Your actual base salary will depend on factors such as your skills, qualifications, experience, and work location. In addition, Okta offers equity (where applicable), bonus, and benefits, including health, dental and vision insurance, 401(k), flexible spending account, and paid leave (including PTO and parental leave) in accordance with our applicable plans and policies. To learn more about our Total Rewards program please visit: https://rewards.okta.com/us.
What you can look forward to as an Full-Time Okta employee!
- Amazing Benefits
- Making Social Impact
- Fostering Diversity, Equity, Inclusion and Belonging at Okta
Okta cultivates a dynamic work environment, providing the best tools, technology and benefits to empower our employees to work productively in a setting that best and uniquely suits their needs. Each organization is unique in the degree of flexibility and mobility in which they work so that all employees are enabled to be their most creative and successful versions of themselves, regardless of where they live. Find your place at Okta today! https://www.okta.com/company/careers/.
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 participate in 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 Privacy Policy at https://www.okta.com/privacy-policy/.
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At Okta, we're on a mission to redefine the concept of identity in the digital age, and we're looking for a passionate Senior Financial Analyst to join our dynamic team in Bellevue, WA. In this exciting role, you'll become a strategic partner to the Chief Customer Officer organization and play a pivotal part in planning, forecasting, and analysis that drives our growth. We believe that financial analysis isn't just about numbers; it's about making informed decisions that propel our company forward. Your ability to collaborate with various teams, prepare insightful financial reports, and provide variance analysis will be crucial as we scale our operations. We are particularly focused on enhancing our Professional Services Org, and your experience in FP&A will ensure that we achieve optimal operational efficiency. If you have a knack for dissecting financial data, identifying key performance indicators, and fostering strong relationships across departments, we want to hear from you. At Okta, we value unique perspectives and believe that diverse experiences lead to better outcomes. This is not just a job; it's a chance to be part of a company that's transforming how organizations think about identity management. If you’re motivated, analytically minded, and ready to make an impact in a rapidly growing tech environment, we invite you to take the next step in your career with Okta!
By
Okta
Okta is a leading identity and access management company headquartered in San Francisco, California that is committed to allowing people to access applications on any device at any time, while still enforcing strong security policies.
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