Senior Financial Analyst, Marketing

Okta Inc

Confirmed live yesterday High trust

Quick summary

Work type
On-site
Location
Bellevue, WASan Francisco, CA
Salary
$117,000–$161,000 / yr
Posted
5 days ago
Freshness
Confirmed live yesterday

Market check

Salary context

Competitive pay

How this pay compares to similar roles

Similar $162k
This role $139k
$107k most similar roles pay here $212k

This role pays less than 62% of similar roles. Most pay $122,312–$202,165 — the shaded band above. At the midpoint, this role pays about $139k versus about $162k for comparable roles.

Based on 240 similar postings.

Employer

About Okta Inc

Okta, Inc. is an American identity and access management company based in San Francisco. It provides cloud software that helps companies manage and secure user authentication into applications, and for developers to build identity controls into applications, websites, web services, and devices.[

Okta Inc currently has 137 open roles on FindRole.

Listed pay typically runs $170,000–$238,000 across 137 roles with salary data.

Most-posted roles

View all roles at Okta Inc

At a glance

TL;DR · Senior Financial Analyst, Marketing

Senior Financial Analyst, Marketing serves as a dedicated financial co-pilot for the Marketing organization, managing significant investments in growth. This role involves partnering with leadership to drive ROI-based decision-making, overseeing monthly and quarterly forecasting cycles for Opex and headcount within Anaplan, and reviewing purchase orders. The analyst will perform performance analysis by preparing Budget vs. Actuals decks for executive meetings while conducting pipeline and funnel analysis to evaluate metrics like Customer Acquisition Cost and Marketing ROI. Key technical requirements include advanced proficiency in Excel or Google Sheets, PowerPoint, and the ability to utilize AI tools like Claude or Gemini. Familiarity with NetSuite, Coupa, Salesforce, Workday, and Tableau is preferred. The role addresses the business challenge of ensuring capital is deployed efficiently to drive pipeline and revenue within a high-growth software environment.

What you'll do

  • Serve as the primary point of contact for all marketing budget inquiries and strategic partnerships.
  • Lead monthly and quarterly forecasting cycles for marketing operating expenses and headcount in Anaplan.
  • Review and approve purchase orders and manage spend tracking for the marketing organization.
  • Coordinate with HR and Recruiting to align hiring pace with approved headcount plans.
  • Prepare and present Budget vs. Actuals decks for executive leadership and operational reviews.
  • Analyze variance drivers to identify financial risks and opportunities for senior leadership.
  • Model pipeline growth, funnel conversion, and key efficiency metrics like CAC and Marketing ROI.
  • Develop scalable, self-serve reporting dashboards to support marketing business partners.

What we're looking for

  • 3-5+ years of experience in FP&A, Strategic Finance, or Investment Banking (SaaS/Software experience preferred).
  • Advanced proficiency in Excel/Google Sheets and PowerPoint/Google Slides to build complex models and executive presentations.
  • Ability to translate complex financial data into clear narratives for non-finance leaders.
  • Familiarity with Anaplan, NetSuite, Coupa, Salesforce, Workday, and Tableau (preferred).
  • Proficiency in leveraging AI tools like Claude or Gemini to automate reporting and analysis.
  • Experience supporting a Go-To-Market organization (preferred).
  • Understanding of SaaS metrics such as ARR, Churn, Retention, and Magic Number (preferred).
  • Experience presenting financial analysis directly to senior or executive leadership (preferred).

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