Get to know OktaOkta is The World’s Identity Company. We free everyone to safely use any technology—anywhere, on any device or app. Our Workforce and Customer Identity Clouds enable secure yet flexible access, authentication, and automation that transforms how people move through the digital world, putting Identity at the heart of business security and growth. At Okta, we celebrate a variety of perspectives and experiences. We are not looking for someone who checks every single box - we’re looking for lifelong learners and people who can make us better with their unique experiences. Join our team! We’re building a world where Identity belongs to you.

About the Team:

The Business Technology (BT) team at Okta is the internal IT organization responsible for the technology infrastructure, applications, and services that empower Okta employees globally. We partner across the business to deliver solutions that drive productivity, collaboration, and innovation. Effective financial management and operational discipline are critical to our success in enabling Okta's rapid growth and ensuring we operate efficiently.

Position Summary:

Okta is looking for a detail-oriented and analytically driven Financial Manager to join our Business Technology (BT) team.  This role is ideal for someone who thrives at the intersection of finance, operations, and technology. You will play a critical role in managing BT’s budget, financial planning, expenditure tracking, reporting and operational cadence–ensuring the organization runs efficiently and stays aligned with its financial goals.

You will work closely with BT leadership, Finance (FP&A), Program Management Office (PMO), and cross-functional business operations teams to promote fiscal responsibility and optimize resource allocation. Your ability to manage multiple inputs, meet deadlines, and deliver clear, actionable analysis will be critical in helping BT leadership stay focused  and on track.

Key Responsibilities:

• Budget Management & Collaboration: 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.
• Fiscal Planning Leadership: 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.
• Quarterly Budget Process: 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.
• Spend Tracking & Analysis: 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.
• BT Cost Transparency: Maintain clear visibility into BT spending across finance categories to support data-driven decision-making and financial accountability. 
• Budget Optimization: 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.
• Hiring & Headcount Management: Partnership with BT leadership and Talent Acquisition to track hiring against approved plans, ensuring alignment with headcount targets and employment cost forecasts.
• Operational Tracking & Reporting: 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.
• Process Improvement: 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.

Required Qualifications:

• 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.

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.

Location Requirements:

• Candidates must be located in or near one of the specified metropolitan areas: San Francisco Bay Area or Bellevue, WA

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The annual base salary range for this position for candidates located in the San Francisco Bay area is between: $158,000—$238,000 USD

Below is the annual base salary range for candidates located in California, Colorado, 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, New York, and Washington is between:$142,000—$212,000 USD

What you can look forward to as a Full-Time Okta employee!

• Amazing Benefits
• Making Social Impact
• Developing Talent and Fostering Connection + Community at Okta

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.

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.

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