Senior Financial Analyst, GTM


Location: United States

Job Type: Full time


Show that gap who’s boss!
Women are 16% less likely than men to apply to a job once they’ve viewed it, but are 16% more likely to get hired after applying to a job.*
*LinkedIn Talent Solutions Gender Insights Report 2019

Okta is in hyper 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 be part of a finance team that supports executive level business partners and their teams within Okta’s 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 eye 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 5+ 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, Clari, NetSuite, as well as Coupa a plus
  • Prior experience in a high-growth high tech/software/SaaS organization is a plus


((Colorado, New York and Washington only*) Minimum OTE of $103,000/year + equity + benefits))

Okta is an Equal Opportunity Employer/Affirmative Action 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, physial 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 or interview process, please use this Form to request an accommodation.

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