Senior Financial Analyst, GTM

Okta is moving into a new chapter of profitable growth. We are looking for an experienced, self-motivated Senior Financial Analyst who wants to be a key architect in scaling our global Go-To-Market (GTM) engine.

This isn't a "back-office" finance role. You will report to the Senior Manager of GTM FP&A and serve as a highly visible strategic partner to Senior Sales Leadership. If you thrive in a dynamic, accelerated environment where your analysis directly informs executive decision-making, this is your next move.

This is a hybrid role with an in-office requirement of two days per week at our San Francisco location.

Job Duties and Responsibilities:

You will be embedded within our GTM organization, specifically supporting the high-impact teams that drive our pipeline and technical wins. You will bridge the gap between financial discipline and aggressive sales execution.

• Strategic Partnership: Act as a trusted advisor to Sales leadership, helping them navigate annual planning, quarterly forecasting, and real-time execution.
• Full-Cycle FP&A: Lead the budgeting and forecasting processes for key functional teams within the CRO organization. You’ll own the models for headcount, commissions, and program spend
• Pipeline & Growth Analytics: You will be the architect of our Pipegen reporting, including weekly/monthly management-level reporting, tracking Pipegen trends, top of the funnel health, and conversion rates
• Performance Insights: Go beyond the "what" and find the "why." You’ll track leading indicators and key metrics to identify operational efficiencies and growth opportunities.
• Operational Scale: Help us build for the future. You’ll lead projects to improve our systems (Anaplan, Tableau, etc.) and streamline how we report on a rapidly growing business.
• Cross-Functional Impact: Work closely with the Controllership and Corporate FP&A teams to ensure seamless month-end closes and long-range strategic planning.

Skills Required:

• SaaS Savvy: You understand the mechanics of a software business—recurring revenue, Retention metrics, and the importance of a healthy sales funnel.
• Analytical Curiosity: You don’t just report variances; you hunt for the story behind the data. You can translate complex quantitative data into clear, actionable narratives for non-finance partners.
• Relationship Focus: You excel at building bridges across diverse teams. You can hold your own in a room with Sales VPs while maintaining a meticulous eye for financial detail.
• Problem-Solving Grit: You apply rigorous logic to multi-faceted problems and aren’t afraid to suggest a new way of doing things.

#LI-MK1

#LI-hybrid

P24823_3369940

Job Requirements:

• Experience: 3+ years of progressive FP&A experience, ideally in a high-growth tech or SaaS environment.
• Education: B.S. in Finance, Accounting, Economics, or a related field (MBA preferred but not required).
• Systems: Proficiency with Anaplan, Tableau, Salesforce, or NetSuite will give you a major head start.
• The Toolkit: Advanced Excel and PowerPoint skills are a must. You should be comfortable building scalable models that drive business decisions

SQL Proficiency: