Okta

Senior Financial Analyst, Products & Technology

Okta$117K — $161K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 3+ years of FP&A experience
  • Bachelor's degree in Finance, Accounting, or Economics
  • MBA or experience with Big 4 accounting or investment banking is preferred
  • Proficiency in FP&A systems, with Anaplan and Workday experience as a significant advantage
  • Familiarity with AI tools like Claude Code & Gemini for process implementation
  • Strong financial modeling and analytical skills
  • Advanced skills in Excel/GSheets and PowerPoint/Slides

Responsibilities

  • Serve as a strategic financial partner to the Auth0 Product & Developer Led Growth teams
  • Lead budgeting and forecasting for controllable spend and key operational metrics
  • Conduct variance analysis and prepare relevant financial reporting
  • Collaborate on process improvements with the controllership organization
  • Manage the Auth0 Consolidation process and evolve necessary procedures
  • Perform technology software reporting and analytical tasks
  • Engage in cross-functional projects to streamline processes and implement system enhancements
  • Contribute to long-range strategic planning efforts as needed
  • Handle ad hoc projects to support senior management and strategic decisions
  • Drive system and process improvements to enable company growth

Benefits

  • Health, dental, and vision insurance
  • 401(k) plan
  • Flexible spending account
  • Paid leave including PTO and parental leave
  • Inclusive onboarding experience to foster community and connection
Full Job Description
Senior Financial Analyst, Products & Technology 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 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.

About Okta

Okta is a leading provider of identity and access management solutions for enterprises. The company's cloud-based platform enables organizations to securely connect people and technology, providing secure access to applications and data from any device, anywhere, at any time. Okta's solutions are used by thousands of organizations worldwide, including many Fortune 500 companies. The company was founded in 2009 and is headquartered in San Francisco, California. Okta is committed to providing innovative solutions that help organizations stay secure and productive in today's digital world.
Learn more about Okta
Size
5,342 employees
Market Cap
$10.5 billion
Industry
Net Income
-$266.3 million
Founded
2009
5 Year Trend
+51.9%
Revenue
$835.4 million
NASDAQ

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