Business Technology – Finance Operations
| Company | Okta |
|---|---|
| Location | San Francisco, CA, USA, Bellevue, WA, USA |
| Salary | $142000 – $238000 |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Senior |
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or equivalent practical experience.
- 5+ years of relevant experience in Finance (FP&A, financial analysis), Program Management (with budget oversight), or Business Operations roles.
- Demonstrated deep understanding and practical experience with core finance processes, including budgeting, forecasting, variance analysis, and financial reporting.
- Expert-level proficiency in spreadsheet software (Microsoft Excel, Google Sheets) is essential, including mastery of complex formulas, pivot tables, data modeling, lookups, and data visualization/charting.
- Strong analytical and quantitative skills with the proven ability to synthesize complex financial and operational data into clear, concise, and actionable insights.
- Exceptional organizational skills and meticulous attention to detail; demonstrated ability to manage and track multiple competing priorities, inputs, and deadlines effectively in a fast-paced environment.
- Excellent communication (written and verbal) and interpersonal skills, with the ability to collaborate effectively and build relationships with diverse stakeholders across various levels, including senior leadership.
- Proactive, resourceful, self-motivated, and able to operate with a high degree of autonomy.
Responsibilities
- Act as a strategic financial partner to BT Leaders, FP&A, PMO, and cross-functional business operations teams to manage and oversee the BT budget across the full fiscal year.
- Lead the annual planning process for the BT organization by coordinating stakeholder inputs, analyzing historical trends, setting financial targets, and aligning the final budget with strategic priorities.
- Own and execute the quarterly budget request (‘list of asks’) process, including collecting inputs, evaluating needs against strategic goals, prioritizing initiatives, and managing funding adjustments.
- Monitor program and operational spend against forecasts, conduct variance analysis, identify trends, and deliver actionable insights to drive efficiency and improve performance in partnership with key stakeholders.
- Maintain clear visibility into BT spending across finance categories to support data-driven decision-making and financial accountability.
- Proactively manage budget overages and underutilized funds, recommend strategic reallocations, and collaborate with FP&A partner on accruals and close processes to ensure accurate, efficient financial reporting.
- Partnership with BT leadership and Talent Acquisition to track hiring against approved plans, ensuring alignment with headcount targets and employment cost forecasts.
- Build and maintain financial models, dashboards, and reports to track performance, meet key operational deadlines, and deliver executive-ready summaries of business performance and leading indicators.
- Continuously evaluate and enhance financial planning, tracking, and reporting processes while leading system and scalability initiatives to support BT’s growth and cross-functional alignment.
Preferred Qualifications
- Prior experience working within an IT, Technology, or similar technical department/organization.
- Experience with enterprise financial planning software (e.g., Anaplan, Adaptive Planning) and/or ERP systems (e.g., NetSuite, SAP).
- Familiarity with project/program management principles or tools (e.g., Smartsheet, Jira).
- Understanding of technology procurement and vendor management processes.