Senior Financial Analyst, Corporate FP&A

Posted 2 Days Ago
Be an Early Applicant
San Francisco, CA
100K-150K Annually
Mid level
Cloud
The Role
The Senior Financial Analyst will lead long-range planning, maintain financial forecasts, and drive improvements in FP&A processes. This role involves cross-functional collaboration to enhance financial metrics, facilitate decision-making, and provide analytical support to management, aiming to optimize the company's growth.
Summary Generated by Built In

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, self-motivated 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 be partnering with CFO & Finance leadership to ensure accurate long range forecasts of Okta’s financial statements. This highly visible role 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 an eye on the strategic big picture, while skillfully managing the financial details.

Job Duties and Responsibilities

  • Be a key contributor in the company planning process for long-range planning covering the financial statements and key metrics; enhance visibility and decision-making support to the CFO and FP&A leadership
  • Own, update, and maintain Okta’s long-range forecast model that track and analyze key metrics and their impact on the company’s overall performance; drive model enhancements, add new key views, and improve the connection to the annual planning model
  • Partner cross-functionally to help develop flexible long-term key business / financial metrics that drive alignment and guide decision-making and accountability around the company
  • Facilitate and drive frequent ad hoc and targeted projects to support management on business decisions
  • Proactively contribute to materials creation and various corporate analyses to improve internal planning processes
  • Optimize connections to other finance models that either support or are dependent on our long-range model
  • Lead process and system improvements for subject area and partner across cross functional teams to drive the company’s continued growth and scaling
  • Must come into the office once a week

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: 

  • 3+ years of experience in FP&A, with at least 1 year of Corporate Finance
  • Excellent financial modeling and analysis skills
  • Advanced Excel and strong PowerPoint skills are required, including Google Suites
  • Exceptional verbal and written communication skills, including expertise presenting analyses to management
  • Proficiency with FP&A systems required, Anaplan and Tableau experience is a HUGE plus
  • Prior experience in a high-growth global high tech/software/SaaS organization is a plus

#LI-MK1

#LI-hybrid 

The annual base salary range for this position for candidates located in the San Francisco Bay area is between:

$112,000$168,000 USD

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.   

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

$100,000$150,000 USD

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/. 

Top Skills

Anaplan
Excel
Google Suite
PowerPoint
Tableau
The Company
HQ: San Francisco, CA
6,000 Employees
On-site Workplace
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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