Senior Financial Analyst, Products & Technology

Posted Yesterday
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San Francisco, CA, USA
In-Office
117K-161K Annually
Senior level
Cloud
The Role
Partner with Products & Technology leadership to own budgeting, forecasting, consolidation, variance analysis, and FP&A reporting. Drive financial modeling, process and systems improvements (Anaplan/Workday), support long-range planning, and lead ad hoc and cross-functional projects to improve operational efficiency and scaling.
Summary Generated by Built In

Secure Every Identity, from AI to Human
Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence.
This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk.

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. 

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.

This position will be based in San Francisco CA, with a two day in-office requirement (Tuesday & Wednesday) 

Job Duties and Responsibilities:

  • 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. 

Required Skills and Experience:

  • 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

#LI-MK1

#LI-hybrid

P-1644_3464637

The annual base salary range for this position for candidates located in the San Francisco Bay area is between:
$117,000$161,000 USD

Below is the annual base salary range for candidates located in California (excluding San Francisco Bay Area), Colorado, Illinois, 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.   

The annual base salary range for this position for candidates located in California (excluding San Francisco Bay Area), Colorado, Illinois, New York, and Washington is between:
$104,000$143,000 USD


The Okta Experience

  • Supporting Your Well-Being 
  • Driving Social Impact 
  • Developing Talent and Fostering Connection + Community

We are intentional about connection. Our global community, spanning over 20 offices worldwide, is united by a drive to innovate. Your journey begins with an immersive, in-person onboarding experience designed to accelerate your impact and connect you to our mission and team from day one.
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.
Notice for New York City Applicants & Employees: Okta may use Automated Employment Decision Tools (AEDT), as defined by New York City Local Law 144, that use artificial intelligence, machine learning, or other automated processes to assist in our recruitment and hiring process. In accordance with NYC Local Law 144, if you are an applicant or employee residing in New York City, please click here to view our full NYC AEDT Notice.
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/.

Skills Required

  • Minimum 3+ years of FP&A experience
  • Bachelor's degree in Finance, Accounting, or Economics
  • Proficiency with FP&A systems (e.g., Anaplan); Workday experience a plus
  • Proficiency with AI tools and implementing them into workflows (Claude Code & Gemini a plus)
  • Advanced Microsoft Excel and/or Google Sheets skills
  • Strong Microsoft PowerPoint and/or Google Slides skills
  • Excellent communication and influencing skills, both written and verbal
  • Ability to manage multiple tasks in a deadline-driven environment with high precision
  • Comfortable with change and challenging the status quo
  • MBA, Big 4 accounting, or investment banking experience
  • Prior experience in a high-growth high-tech/software/SaaS organization

Okta Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Okta and has not been reviewed or approved by Okta.

  • Healthcare Strength Health coverage spans medical, dental, vision, mental-health support, and income protection, complemented by preventive care options and wellness resources. These elements indicate robust coverage for both routine needs and more complex situations.
  • Parental & Family Support Policies include paid parental leave, adoption and surrogacy assistance, and fertility and family‑building benefits. Caregiving resources and flexible arrangements help employees navigate family responsibilities.
  • Leave & Time Off Breadth Flexible or unlimited PTO, separate sick time, paid holidays, and a company Wellbeing Week provide multiple avenues for time away. This breadth supports rest, recovery, and work‑life balance.

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The Company
HQ: San Francisco, CA
6,000 Employees
Year Founded: 2009

What We Do

Okta is the leading independent identity provider. The Okta Identity Cloud enables organizations to securely connect the right people to the right technologies at the right time. With more than 7,000 pre-built integrations to applications and infrastructure providers, Okta provides simple and secure access to people and organizations everywhere, giving them the confidence to reach their full potential. More than 10,000 organizations, including JetBlue, Nordstrom, Siemens, Slack, T-Mobile, Takeda, Teach for America, and Twilio, trust Okta to help protect the identities of their workforces and customers.

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