Job description

Secure Every Identity, from AI to Human Identity is the key to unlocking the potential of AI. Okta secures AI by building the trusted, neutral infrastructure that enables organizations to safely embrace this new era. This work requires a relentless drive to solve complex challenges with real-world stakes. We are looking for builders and owners who operate with speed and urgency and execute with excellence. This is an opportunity to do career-defining work. We're all in on this mission. If you are too, let's talk. As our Chief Revenue Officer's organization continues to expand in scope and strategic importance, our FP&A team plays a critical role in shaping the next phase of the company's growth. This role offers a unique opportunity to serve as a trusted finance partner to senior GTM leadership, with a seat at the table driving high-impact initiatives including our partner strategy, international expansion, and investment planning. If you're energized by influencing strategy, partnering cross-functionally, and helping scale a high-growth business, you'll have a direct hand in enabling our long-term success as we continue delivering profitable growth for years to come. The person must be based in San Francisco, CA with a two day in-office requirement (Tuesday & Wednesday) Be a strategic finance partner to the Go-to-Market organization, supporting Partners, Sales Enablement, Sales Development (xDR) & GTM Consolidation. Own the consolidated GTM expense forecast and serve as the central coordination point across the broader GTM Finance organization, ensuring consistent assumptions, reporting, and executive-level insights/packages. Own the budgeting and forecasting processes for these functions, including: Partnering with business leaders to ensure accuracy for controllable spend, headcount, and key operational metrics. Preparing budget vs. actual variance analysis and executive reporting. Leading thoughtful analysis to evaluate key drivers, identify risks and opportunities, and drive operational efficiencies. Collaborating with the Accounting organization on accruals, close activities, and forecast accuracy. Continuously evolving planning processes, reporting, and forecasting methodologies. Manage and develop one Sr. Financial Analyst, providing coaching, mentorship, and career development while fostering a high-performance, collaborative team environment. Partner closely with the SVP of the Partners organization to evaluate investment decisions, measure partner program performance, and develop financial models supporting strategic initiatives and resource allocation. Support the VP of Sales Enablement by developing ROI frameworks, tracking program effectiveness, and providing financial guidance on enablement investments, productivity initiatives, and organizational scaling. Assist the VP of the Sales Development (xDR) organization by providing financial support for hiring plans, productivity metrics, capacity planning, territory coverage, and investment optimization. Develop scalable operational and financial models to support headcount planning, productivity analysis, pipeline generation, and GTM investment decisions across supported organizations. Build executive-ready reporting, dashboards, and presentations that synthesize financial and operational performance into actionable insights for senior leadership. Led cross-functional planning with Sales Operations, Recruiting, People, and business leaders to develop annual operating plans, long-range strategic plans, and quarterly forecasts, aligning financial objectives with GTM execution and business priorities. Identify opportunities to improve forecasting accuracy, automate reporting, and scale financial processes through systems enhancements and AI-enabled workflows. Assist with and manage frequent ad hoc analyses to support senior management and strategic business decisions. Lead process improvement and scaling initiatives within FP&A while partnering cross-functionally to support the company's continued growth. Required Skills and Experience: A minimum of 7+ years of FP&A, Strategic Finance, or related finance experience. Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA, consulting, investment banking, or Big 4 experience is a plus. Experience partnering with Go-to-Market organizations, including Sales, Partners, Sales Operations, Revenue Operations, Sales Enablement, or Sales Development, is strongly preferred. Strong experience with budgeting, forecasting, financial modeling, variance analysis, and executive reporting. Experience partnering directly with senior business leaders and influencing decision-making through data-driven insights. Proficiency with FP&A systems is required; Anaplan and Workday experience are a huge plus. Proficiency with AI and automation tools and leveraging them to improve finance workflows and operational efficiency. Excellent financial modeling and analytical skills. Advanced Excel and/or Google Sheets skills, along with strong PowerPoint and/or Google Slides capabilities. Ability to manage multiple priorities in a fast-paced, deadline-driven environment while maintaining exceptional attention to detail. Excellent written and verbal communication skills, with the ability to translate complex financial concepts into actionable business recommendations. Prior experience in a high-growth technology, software, or SaaS organization is preferred. Highly adaptable, comfortable with ambiguity, and motivated to challenge the status quo while continuously improving processes. #LI-hybrid P10863_3504426 The annual base salary range for this position for candidates located in the San Francisco Bay area is between: $182,000 — $249,700 USD Below is the annual base salary range for candidates located in California (excluding San Francisco Bay Area), Colorado, Illinois, New York and Washington. Your actual base salary will depend on factors such as your skills, qualifications, experience, and work location. In addition, Okta offers equity (where applicable), bonus, and benefits, including health, dental and vision insurance, 401(k), flexible spending account, and paid leave (including PTO and parental leave) in accordance with our applicable plans and policies. To learn more about our Total Rewards program please visit: rewards.okta.com . The annual base salary range for this position for candidates located in California (excluding San Francisco Bay Area), Colorado, Illinois, New York, and Washington is between: $162,000 — $223,300 USD The Okta Experience Supporting Your Well-Being Driving Social Impact Developing Talent and Fostering Connection + Community We are intentional about connection. Our global community, spanning over 20 offices worldwide, is united by a drive to innovate. Your journey begins with an immersive, in-person onboarding experience designed to accelerate your impact and connect you to our mission and team from day one. Okta is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, marital status, age, physical or mental disability, or status as a protected veteran. We also consider for employment qualified applicants with arrest and convictions records, consistent with applicable laws. If reasonable accommodation is needed to complete any part of the job application, interview process, or onboarding please use this Form to request an accommodation. Notice for New York City Applicants & Employees: Okta may use Automated Employment Decision Tools (AEDT), as defined by New York City Local Law 144, that use artificial intelligence, machine learning, or other automated processes to assist in our recruitment and hiring process. In accordance with NYC Local Law 144, if you are an applicant or employee residing in New York City, please click here to view our full NYC AEDT Notice.

Requirements

Must-haves

The person must be based in San Francisco, CA with a two day in-office requirement (Tuesday & Wednesday)
Be a strategic finance partner to the Go-to-Market organization, supporting Partners, Sales Enablement, Sales Development (xDR) & GTM Consolidation.
Own the consolidated GTM expense forecast and serve as the central coordination point across the broader GTM Finance organization, ensuring consistent assumptions, reporting, and executive-level insights/packages.
Own the budgeting and forecasting processes for these functions, including:
Partnering with business leaders to ensure accuracy for controllable spend, headcount, and key operational metrics.
Preparing budget vs. actual variance analysis and executive reporting.
Leading thoughtful analysis to evaluate key drivers, identify risks and opportunities, and drive operational efficiencies.
Collaborating with the Accounting organization on accruals, close activities, and forecast accuracy.
Continuously evolving planning processes, reporting, and forecasting methodologies.
Manage and develop one Sr. Financial Analyst, providing coaching, mentorship, and career development while fostering a high-performance, collaborative team environment.
Partner closely with the SVP of the Partners organization to evaluate investment decisions, measure partner program performance, and develop financial models supporting strategic initiatives and resource allocation.
Support the VP of Sales Enablement by developing ROI frameworks, tracking program effectiveness, and providing financial guidance on enablement investments, productivity initiatives, and organizational scaling.
Assist the VP of the Sales Development (xDR) organization by providing financial support for hiring plans, productivity metrics, capacity planning, territory coverage, and investment optimization.
Develop scalable operational and financial models to support headcount planning, productivity analysis, pipeline generation, and GTM investment decisions across supported organizations.
Build executive-ready reporting, dashboards, and presentations that synthesize financial and operational performance into actionable insights for senior leadership.
Identify opportunities to improve forecasting accuracy, automate reporting, and scale financial processes through systems enhancements and AI-enabled workflows.
Assist with and manage frequent ad hoc analyses to support senior management and strategic business decisions.
Lead process improvement and scaling initiatives within FP&A while partnering cross-functionally to support the company's continued growth.
A minimum of 7+ years of FP&A, Strategic Finance, or related finance experience.
Bachelor's degree in Finance, Accounting, Economics, or a related field.
Strong experience with budgeting, forecasting, financial modeling, variance analysis, and executive reporting.

Nice-to-haves

MBA, consulting, investment banking, or Big 4 experience is a plus.
Experience partnering with Go-to-Market organizations, including Sales, Partners, Sales Operations, Revenue Operations, Sales Enablement, or Sales Development, is strongly preferred.
Prior experience in a high-growth technology, software, or SaaS organization is preferred.

Application prep

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Keywords to mirror

aigomachine learning

Platform: greenhouse
Effort: quick

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Pto

Parental Leave