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OktaOkta

Senior Financial Analyst, FP&A

The Senior Financial Analyst will support FP&A through financial modeling, forecasting, dashboard development, process automation, spend analysis, and strategic reporting. The role requires at least five years of FP&A experience plus hands-on Anaplan and Tableau expertise.

About the job

Responsibilities

  • Build automation and scalability for financial reports, dashboards, systems, and processes.
  • Analyze financial data to uncover trends and performance drivers.
  • Recommend operational improvements using data-driven insights.
  • Provide data support for accruals, capitalization, and month-end processes.
  • Build budget-versus-actual dashboards with actionable insights.
  • Monitor spend data to identify and report cost efficiencies.
  • Ensure purchase orders align with budgets and financial policies.
  • Deliver ad hoc analysis to support strategic financial decisions.

Requirements

  • Work from the Bangalore office up to three times per week or as needed.
  • Flexibility to support teams across Pacific Time hours when required.
  • 5+ years of experience working in FP&A.
  • Hands-on experience with Anaplan model building and Tableau dashboards and visualizations.
  • Strong financial modeling and forecasting expertise using Excel, Google Sheets, and Anaplan.
  • Proficiency building and presenting data-driven stories using PowerPoint or Google Slides.
  • Exceptional verbal and written communication skills.
  • Ability to manage multiple tasks in a deadline-driven environment while maintaining precision.
  • Comfort challenging current processes and proposing system-based improvements or automation.

Nice to Have

  • Familiarity with Apps Script, Excel VBA, Python, AI applications, Claude Code, Gemini, and other automation tools.
  • Experience in a high-growth global high-tech, software, or SaaS organization.

Skills

FP&A, Anaplan, Tableau, Excel, Google Sheets, Financial Modeling, Forecasting, PowerPoint, Google Slides, Apps Script, Vba, Python, Gemini

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