# Senior Financial Analyst, Marketing

**Company:** [Okta](https://hotfix.jobs/companies/okta)
**Location:** Bellevue, WA, San Francisco, CA
**Role:** Finance & Accounting
**Salary:** $104k – $161k/yr
**Experience:** 5+ years
**Skills:** FP&A, Financial Modeling, Excel, Google Sheets, PowerPoint, Google Slides, Anaplan, NetSuite, Coupa, Salesforce, Workday, Tableau, SaaS Metrics, Financial Forecasting, AI Tools
**Posted:** 2026-09-10

> The Senior Financial Analyst will partner with Marketing leadership to manage budgets, forecasts, headcount planning, performance reporting, and ROI analysis. The role requires 3–5+ years of FP&A, strategic finance, or investment banking experience and strong financial modeling and communication skills.

## Job Description

## Responsibilities
- Serve as the point person for Marketing budget-related questions and build strategic partnerships with budget owners across Demand Generation, Digital, and Product Marketing.
- Lead monthly and quarterly forecasting cycles for Marketing operating expenses and headcount in Anaplan.
- Review and approve purchase orders and spending.
- Partner with Recruiting, the Chief of Staff, and HR to align headcount forecasts and hiring pace with the approved plan.
- Prepare and present monthly Budget vs. Actuals decks and presentations for QBRs, operations reviews, and CMO/Finance leadership meetings.
- Analyze variance drivers, identify risks and opportunities, and communicate the rationale behind financial results.
- Support pipeline-generation forecasting and funnel analysis, including conversion and velocity.
- Analyze Customer Acquisition Cost, lifetime value, and Marketing ROI with Marketing Operations.

## Requirements
- 3–5+ years of experience in FP&A, strategic finance, or investment banking; SaaS or software experience preferred.
- Advanced Excel or Google Sheets and PowerPoint or Google Slides skills.
- Ability to build complex financial models and executive-ready presentations from scratch.
- Ability to distill complex financial data into clear, actionable narratives for non-finance leaders.
- Familiarity with Anaplan, NetSuite, Coupa, Salesforce, Workday, and Tableau is a plus.
- Comfortable using AI tools such as Claude and Gemini to accelerate analysis, automate reporting, and improve productivity.
- Ability to manage multiple tasks in a deadline-driven environment with a high level of precision.

## Nice to Have
- Experience supporting a go-to-market organization, particularly Sales or Marketing.
- Understanding of SaaS metrics including ARR, churn, retention, and Magic Number.
- Experience working in a high-growth environment with shifting priorities.
- Experience presenting financial analysis directly to senior or executive leadership.
- Interest in building scalable, self-service reporting and dashboards.

## Compensation and Benefits
- San Francisco Bay Area annual base salary: **$117,000–$161,000 USD**.
- Annual base salary for California excluding the San Francisco Bay Area, Colorado, Illinois, New York, and Washington: **$104,000–$143,000 USD**.
- Benefits include equity where applicable, bonus, health, dental and vision insurance, 401(k), flexible spending account, and paid leave including PTO and parental leave.

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