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.