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

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