Senior Financial Analyst, Marketing
About the role
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 The World’s Identity Company, and we are looking for a Senior Financial Analyst to join our Finance team as a dedicated business partner to the Marketing organization.
In this role, you will be the financial co-pilot for the CMO organization, helping to manage a significant portion of Okta’s investment in growth. You won’t just track the numbers; you will help shape them. You will partner with Marketing Leadership & Operations to drive ROI-based decision-making, ensuring we are deploying capital efficiently to drive pipeline and revenue.
Key Responsibilities
- Business Partnering: Serve as the point person for all Marketing budget-related questions. Develop deeper, strategic partnerships with a handful of key verticals (e.g., Demand Gen, Digital, Product Marketing), building strong relationships with budget owners to interpret financial results and influence operational decisions.
- Budgeting & Forecasting: Lead the monthly and quarterly forecasting cycles for Marketing Opex and Headcount in Anaplan, ensuring data accuracy and alignment with shifting business priorities. Serve as the point person to review and approve POs and spend.
- Recruiting & Headcount Partnership: Partner closely with Recruiting, the Chief of Staff, and HR to keep headcount forecasts and hiring pace aligned with the approved plan, flagging variances early.
- Performance Analysis & Executive Reporting: Prepare and present monthly Budget vs. Actuals (BvA) decks, along with other impactful presentations for QBRs, Ops Reviews, and CMO/Finance leadership meetings. Dig into variance drivers, identify risks/opportunities, and articulate the "why" behind the numbers.
- Pipeline & ROI Modeling: Go beyond the Opex — support pipe gen forecasting and funnel analysis (e.g., funnel conversion and velocity) alongside key marketing efficiency metrics such as Customer Acquisition Cost (CAC), LTV, and Marketing ROI. Partner with Marketing Ops to help the business understand program spend efficiency and pipeline health.
Required Qualifications
- Experience: 3-5+ years of experience in FP&A, Strategic Finance, or Investment Banking (SaaS/Software experience preferred).
- Financial Modeling: Advanced Excel/Google Sheets and PowerPoint/Google Slides skills, with the ability to build complex models and executive-ready presentations from scratch.
- Communication: Ability to distill complex financial data into clear, actionable narratives for non-finance leaders.
- Systems: Familiarity with Anaplan, NetSuite, Coupa, Salesforce, Workday, and Tableau is a plus.
- AI Proficiency: Comfortable leveraging AI tools (e.g., Claude, Gemini) to accelerate analysis, automate reporting, and drive productivity gains.
- Time Management: Ability to manage multiple tasks in a deadline-driven environment while maintaining a high level of precision.
Bonus Points
- Experience supporting a Go-To-Market (Sales or Marketing) organization.
- Understanding of SaaS metrics (ARR, Churn, Retention, Magic Number).
- Comfortable working in a high-growth environment where priorities shift fast.
- Experience presenting financial analysis directly to senior or executive leadership.
- Interest in building scalable, self-serve reporting and dashboards for business partners.
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The annual base salary range for this position for candidates located in the San Francisco Bay area is between: $117,000—$161,000 USDBelow 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 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.
