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Senior Financial Analyst, Sales

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Okta

2mo ago

Applications are closed

  • Job
    Full-time
    Mid Level
  • Banking & Finance
  • $100K - $150K
  • Bellevue

Requirements

  • Analytical Skills: Ability to work independently, think objectively, and interpret meaningful and insightful narratives from both quantitative as well as qualitative data
  • Financial and Business Acumen: Ability to evaluate financial and business indicators and translate as well as distill data into actionable information to drive results
  • Problem Solving & Decision Quality: Ability to apply rigorous logic and sound methods to solve multi-faceted problems with effective solutions
  • Relationship Management: Able to build constructive and effective relationships with a broad and diverse group of business partners, inclusive of senior members of management
  • Presentation Skills: Effective in a variety of presentation settings including one-on-one, small, and large groups.
  • Job Requirements:
  • MBA preferred, minimum of a B.S. in Finance, Accounting, Economics, or an equivalent from a leading undergraduate institution
  • Minimum 3+ years of progressive experience in FP&A with a minimum of 2 years’ experience supporting a rapidly growing organization preferably GTM
  • High proficiency with FP&A systems required, Anaplan & Tableau experience is a plus
  • Excellent financial data management, modeling and analysis skills
  • Advanced Excel and strong PowerPoint skills are required
  • Prior experience with SalesForce.com, Clari, NetSuite, as well as Coupa a plus
  • Prior experience in a high-growth high tech/software/SaaS organization is a plus

Responsibilities

  • Be a key analytic/strategic financial partner to the WW CRO Group’s leadership team.
  • Lead/support the budgeting,forecasting, topline/expense close processes for one or more functional teams within the CRO group, including:
  • Partnering with business partners to ensure accuracy for HC, program spend, Sales commissions model/projections and other key metrics based on operational performance
  • Preparing budget/forecast vs. actual variance analysis and other relevant reporting
  • Leading thoughtful analysis, evaluating key drivers and metrics, and partnering on driving operational efficiencies
  • Collaborating with the controllership organization on accruals as well as other elements of the close process
  • Evolving these processes, as needed
  • Develop monthly/quarterly management level reports regarding the underlying performance, leading indicators and key metrics on the business
  • Prepare analytics and financial summaries in support of fiscal year and support GTM long-range strategic planning/process
  • Facilitate and drive frequent ad hoc as well as targeted projects to support senior management on business decisions

FAQs

What is the primary role of the Senior Financial Analyst, Sales at Okta?

The Senior Financial Analyst will be a key player in driving and effectively scaling Okta's growth by supporting executive-level business partners in planning, forecasting, and analysis activities within the Chief Revenue Officer organization.

What qualifications are required for this position?

Candidates should have a minimum of a B.S. in Finance, Accounting, Economics, or a related field, with an MBA preferred. Additionally, a minimum of 3+ years of progressive experience in FP&A is required, including at least 2 years supporting a rapidly growing organization, preferably in go-to-market (GTM) roles.

What kind of experience is preferred for applicants?

Preferred experience includes working in high-growth environments, particularly within the high tech, software, or SaaS industries. Familiarity with FP&A systems such as Anaplan, Tableau, and various tools like SalesForce.com, Clari, NetSuite, and Coupa is also a plus.

What are the key responsibilities of the Senior Financial Analyst?

Key responsibilities include partnering with leadership for budgeting and forecasting, preparing variance analyses, driving operational efficiencies, collaborating on the close process, developing management-level reports, and facilitating ad hoc projects to support senior management business decisions.

What skills are essential for success in this role?

Essential skills include strong analytical skills, financial and business acumen, problem-solving capabilities, relationship management, and effective presentation skills in various settings.

Is advanced software proficiency necessary for this position?

Yes, high proficiency with FP&A systems is required, along with excellent financial data management, modeling, analysis skills, advanced Excel capabilities, and strong PowerPoint skills.

What is Okta's stance on diversity when hiring for this role?

Okta celebrates a variety of perspectives and experiences and is looking for lifelong learners who can contribute positively to the team, rather than someone who checks every single box.

What does Okta focus on in its business model?

Okta focuses on identity solutions, aiming to provide secure and flexible access, authentication, and automation, which underscores the importance of identity in business security and growth.

How will the Senior Financial Analyst contribute to Okta's growth?

The Senior Financial Analyst will support the WW CRO Group’s leadership team by providing analytical insights, driving action across functional teams, and actively participating in financial planning efforts to support Okta's profitable growth mode.

The World's Identity Company

Technology
Industry
1001-5000
Employees
2009
Founded Year

Mission & Purpose

Okta is the leading independent identity provider. The Okta Identity Cloud enables organizations to securely connect the right people to the right technologies at the right time. With more than 7,000 pre-built integrations to applications and infrastructure providers, Okta provides simple and secure access to people and organizations everywhere, giving them the confidence to reach their full potential. More than 10,000 organizations, including JetBlue, Nordstrom, Siemens, Slack, T-Mobile, Takeda, Teach for America, and Twilio, trust Okta to help protect the identities of their workforces and customers.

Benefits

  • Healthcare

  • Sick pay insurance

  • Pension scheme

  • Dental