Senior Financial Analyst, G&A

Okta

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. Okta is in profitable growth mode. We are seeking an experienced Senior Financial Analyst who will be a key player in and is truly excited about driving and effectively scaling Okta’s growth.  This person will partner with senior leadership and their teams for the Products & Technology organization on all planning, forecasting, and analysis activities.  This person will also play a key role in analyses and streamlining processes across the broader Technology organization.  This is a fantastic opportunity for a candidate that wants to be part of a dynamic FP&A organization that is operating at an accelerated pace and scaling for the future.  The ideal candidate is highly motivated, a team player, a confident business partner, capable of driving action cross functionally, analytical, and outstanding at FP&A.  This person is comfortable operating at all levels, with eyes on the strategic big picture, while skillfully managing the financial details. This position will be based in San Francisco CA, with a two day in-office requirement (Tuesday & Wednesday)  Job Duties and Responsibilities: * Be a strategic financial partner to the Auth0 Product & Developer Led Growth organization * Own the budgeting and forecasting processes for this function, including: * Partnering with business to ensure accuracy for controllable spend and other key metrics based on operational performance * Preparing budget 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 and other elements of the close process * Own the Auth0 Consolidation process * Evolving these processes, as needed * Technology software reporting & analysis * Cross-functional projects including streamlining processes, being point on system enhancements, etc. * Participate in the company’s long-range strategic planning, as applicable * Assist with and manage frequent ad hoc projects, to support senior management and business decisions * Lead process and systems improvement and scaling projects for your area and partner on cross functional teams, to drive the company’s continued growth and scaling.  Required Skills and Experience: * A minimum of 3+ years of FP&A experience * Bachelor's degree in Finance, Accounting, or Economics * MBA, Big 4 accounting, or investment banking experience a plus * Proficiency with FP&A systems required, Anaplan, Workday experience is a HUGE plus * Proficiency with AI tools and implementing them into workflows.  Claud Code & Gemini a plus * Excellent financial modeling and analysis skills * Advanced Excel and/or Gsheet and strong PowerPoint and/or Slides skills are required * Manage multiple tasks in a deadline-driven environment while maintaining a high level of precision * Excellent communication and influencing skills, both written and verbal * Prior experience in a high-growth high tech/software/SaaS organization is a plus * Very comfortable with change and challenging the status quo #LI-MK1 #LI-hybrid P-1644_3464637 The annual base salary range for this position for candidates located in the San Francisco Bay area is between: $117,000—$161,000 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: https://rewards.okta.com/us.    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: $104,000—$143,000 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.

Okta

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. Okta is in profitable growth mode. We are seeking an experienced Finance Manager who will be a key player in and is truly excited about driving and effectively scaling Okta’s growth.  This person will partner with senior leadership and their teams for the Products & Technology organization on all planning, forecasting, and analysis activities.  This person will also play a key role in analyses and streamlining processes across the broader Technology organization.  This is a fantastic opportunity for a candidate that wants to be part of a dynamic FP&A organization that is operating at an accelerated pace and scaling for the future.  The ideal candidate is highly motivated, a team player, a confident business partner, capable of driving action cross functionally, analytical, and outstanding at FP&A.  This person is comfortable operating at all levels, with eyes on the strategic big picture, while skillfully managing the financial details. This position will be based in San Francisco CA, with a two day in-office requirement (Tuesday & Wednesday).  Job Duties and Responsibilities: * Be a strategic financial partner to the Auth0 Engineering organization * Own the budgeting and forecasting processes for this function, including: * Partnering with business to ensure accuracy for controllable spend and other key metrics based on operational performance * Preparing budget 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 and other elements of the close process * Evolving these processes, as needed * Technology software reporting & analysis * Cross-functional projects including streamlining processes, being point on system enhancements, etc. * Participate in the company’s long-range strategic planning, as applicable * Assist with and manage frequent ad hoc projects, to support senior management and business decisions * Lead process and systems improvement and scaling projects for your area and partner on cross functional teams, to drive the company’s continued growth and scaling.  Required Skills and Experience: * A minimum of 5+ years of FP&A experience * Bachelor's degree in Finance, Accounting, or Economics * MBA, Big 4 accounting, or investment banking experience a plus * Proficiency with FP&A systems required, Anaplan, Workday experience is a HUGE plus * Proficiency with AI tools and implementing them into workflows * Excellent financial modeling and analysis skills * Advanced Excel and/or Gsheet and strong PowerPoint and/or Slides skills are required * Manage multiple tasks in a deadline-driven environment while maintaining a high level of precision * Excellent communication and influencing skills, both written and verbal * Prior experience in a high-growth high tech/software/SaaS organization is a plus * Very comfortable with change and challenging the status quo #LI-MK1 #LI-hybrid P25313_3464365 The annual base salary range for this position for candidates located in the San Francisco Bay area is between: $143,000—$197,000 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: https://rewards.okta.com/us.    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: $128,000—$176,000 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.

Plaid

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Plaid’s Corporate Finance team leads company-wide financial planning, forecasting, and reporting, delivering strategic insights to internal and external stakeholders. We align financial goals with business objectives to support informed decision-making at the senior leadership and executive levels. What excites us: * 5+ years of relevant FP&A experience, ideally in Corporate Finance, G&A support, or a broader FP&A role, with a track record of increasing scope and responsibility. * “Act like an owner” mindset with end-to-end accountability, proactivity, independence, and comfort in a high-autonomy environment. * Deep understanding of core FP&A processes, including month-end close, reporting, variance analysis, forecasting, annual planning, financial storytelling, and relevant technical accounting principles. * Advanced financial modeling and analytical skills, including experience with consolidation and operational models, paired with the judgment to dive into the details, analyze, and then step back to assess the bigger picture. * Strong business partnership skills, with excellent communication, cross-functional collaboration, and the ability to interface with senior leaders with ease. * AI, automation, and process-improvement mindset, with familiarity using FP&A systems such as Pigment, Adaptive, Anaplan, or similar tools to build scalable and efficient workflows. What excites you: * You thrive in a fast-paced, high-growth environment where you can learn quickly across multiple areas. * You are energized by stretching beyond your defined scope, being scrappy, and taking on new challenges. * You enjoy improving processes, automating workflows, and helping teams scale for long-term success. * You want to be a strategic partner to senior leaders by providing insights that shape decisions. * You enjoy advancing the business through thoughtful analysis, strong partnership, and clear financial insights that support better decision-making. * You enjoy collaborating across Finance, Accounting, and business teams. * You are excited to help shape how FP&A uses Pigment at Plaid, learning how to build in the system while also partnering with the systems lead on new cases, board design, and workflows that help FP&A scale. Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid! Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com. Please review our Candidate Privacy Notice here. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.