Senior Financial Analyst, Products & Technology

Okta Okta · Enterprise · San Francisco, CA · FP&A-125

Senior Financial Analyst for Okta's Products & Technology organization, focusing on financial planning, forecasting, and analysis. The role involves partnering with senior leadership, streamlining processes, and potentially implementing AI tools into workflows. This is a hybrid role based in San Francisco.

What you'd actually do

  1. Be a strategic financial partner to the Auth0 Product & Developer Led Growth organization
  2. Own the budgeting and forecasting processes for this function, including:
  3. Technology software reporting & analysis
  4. Cross-functional projects including streamlining processes, being point on system enhancements, etc.
  5. Participate in the company’s long-range strategic planning, as applicable

Skills

Required

  • FP&A experience
  • Bachelor's degree in Finance, Accounting, or Economics
  • Proficiency with FP&A systems
  • Proficiency with AI tools and implementing them into workflows
  • Excellent financial modeling and analysis skills
  • Advanced Excel and/or Gsheet and strong PowerPoint and/or Slides skills
  • Manage multiple tasks in a deadline-driven environment
  • Excellent communication and influencing skills

Nice to have

  • MBA, Big 4 accounting, or investment banking experience
  • Anaplan, Workday experience
  • Claud Code & Gemini
  • Prior experience in a high-growth high tech/software/SaaS organization

What the JD emphasized

  • Proficiency with AI tools and implementing them into workflows
  • 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