Senior Financial Analyst, Marketing

Location: Bellevue, Washington or San Francisco, California

Salary: $117,000–$161,000 USD annual base salary for candidates in California excluding the San Francisco Bay Area, Colorado, Illinois, New York, and Washington; $104,000–$143,000 USD annual base salary for other listed locations. Equity, bonus, and benefits may also apply.

Company

Okta provides identity and access management infrastructure that helps organizations securely adopt cloud and AI technologies.

What you will do

• Partner with Marketing leadership and budget owners across Demand Generation, Digital, and Product Marketing.
• Lead monthly and quarterly forecasts for Marketing operating expenses and headcount in Anaplan.
• Review and approve purchase orders and spending while monitoring alignment with business priorities.
• Coordinate with Recruiting, HR, and the Chief of Staff to maintain accurate headcount forecasts and hiring plans.
• Prepare Budget vs. Actuals reports and presentations for QBRs, operational reviews, and CMO and Finance leadership meetings.
• Model pipeline generation, funnel conversion, CAC, LTV, and Marketing ROI to evaluate program efficiency and pipeline health.

Requirements

• 3–5+ years of experience in FP&A, Strategic Finance, or Investment Banking.
• Advanced Excel or Google Sheets skills and the ability to build complex financial models.
• Strong PowerPoint or Google Slides skills for creating executive-ready presentations.
• Ability to translate complex financial data into clear, actionable narratives for non-finance leaders.
• Ability to manage multiple priorities in a deadline-driven environment with high precision.
• SaaS or software experience is preferred.

Nice to have

• Experience supporting Sales or Marketing organizations.
• Knowledge of SaaS metrics including ARR, churn, retention, and Magic Number.
• Experience with Anaplan, NetSuite, Coupa, Salesforce, Workday, or Tableau.
• Experience presenting financial analysis to senior or executive leadership.
• Interest in building scalable self-service reporting and dashboards.

Culture & Benefits

• Health, dental, and vision insurance.
• 401(k) and flexible spending account.
• Paid leave, including PTO and parental leave, under applicable plans and policies.
• Equity and bonus opportunities may apply.
• In-person onboarding is designed to support connection and accelerate impact.
• Access to well-being, social impact, talent development, and community programs.