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OktaOktaSan Francisco, CA

Senior Financial Analyst, G&A

Serve as strategic FP&A partner to People, Workplace, and Customer Zero teams at Okta. Own budgeting, forecasting, financial modeling, variance analysis, and ad hoc projects to drive operational efficiency and scaling.

104k – 161k
Hybrid3+ YOEFinance & Accounting

About the role

Responsibilities

  • Be a strategic financial partner to the People, Workplace, and Customer Zero organizations.
  • Own the budgeting and forecasting processes, including partnering with business on accuracy for spend, headcount, and key metrics; maintaining detailed financial models; preparing budget vs. actual variance analysis; leading analysis on key drivers and metrics; collaborating on accruals; and evolving processes.
  • Participate in the company’s long-range strategic planning.
  • Assist with and manage frequent ad hoc and strategic 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.

Requirements

  • Minimum of 3 years of FP&A experience.
  • Proficiency with FP&A systems (Anaplan, Workday, Tableau experience is a plus).
  • Proficiency with AI tools and implementing them into workflows (Claude Code & Gemini a plus).
  • Experience with complex headcount and real estate/CapEx modeling (a plus).
  • Excellent financial modeling and analysis skills.
  • Advanced Excel/GSheets and PowerPoint/GSlides skills.
  • Excellent verbal and written communication skills.
  • Ability to manage multiple tasks in a deadline-driven environment with high precision.
  • Ability to challenge the status quo and bring forth new ways of thinking.
  • Experience in a global high tech/software/SaaS organization (a plus).

Compensation

The annual base salary range for candidates located in the San Francisco Bay area is $117,000–$161,000 USD. For candidates located in California (excluding San Francisco Bay Area), Colorado, Illinois, New York, and Washington, the range is $104,000–$143,000 USD. In addition, Okta offers equity (where applicable), bonus, and benefits.

Skills

FP&AFinancial ModelingBudgetingForecastingAnaplanWorkdayTableauExcelPowerPointAI ToolsHeadcount ModelingCapex Modeling
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