Senior Financial Analyst, GTM

San Francisco, CaliforniaFull-TimeSeniorAccounts / Finance

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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.

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.

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.
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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

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: https://rewards.okta.com/us.

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Okta cultivates a dynamic work environment, providing the best tools, technology and benefits to empower our employees to work productively in a setting that best and uniquely suits their needs. Each organization is unique in the degree of flexibility and mobility in which they work so that all employees are enabled to be their most creative and successful versions of themselves, regardless of where they live. Find your place at Okta today! https://www.okta.com/company/careers/.Some roles may require travel to one of our office locations for in-person onboarding.