Senior Financial Analyst, FP&A

Okta; Bengaluru; On-site; INR 2,400,000 - 3,800,000; Full time

Job summary

Okta seeks a Senior Financial Analyst for our FP&A Global Capabilities Center in Bengaluru. You will build automated reports, dashboards, and models to support growth and scaling of the Okta Identity Cloud.

Responsibilities include financial analysis, supporting accruals, budgeting, and ad hoc insights. The role requires 5+ years FP&A experience, strong Excel/Anaplan/Tableau skills, and cross‑functional collaboration in a fast‑paced SaaS environment.

Qualifications

• 5+ years of FP&A experience.
• Experience building dashboards and financial models.
• Strong modeling/forecasting using Excel, Anaplan and Tableau.
• Experience in a high-growth SaaS/software environment is a plus.

Responsibilities

• Build automation and scalability of financial reports, dashboards, systems and processes.
• Analyze financial data to uncover trends and performance drivers.
• Recommend operational improvements using data-driven insights.
• Provide data support for accruals, capitalization, and month-end processes.
• Build budget vs. actual dashboards with actionable insights.
• Monitor spend data to identify and report on cost efficiencies.
• Ensure purchase orders align with budgets and financial policies.
• Deliver ad hoc analysis to support strategic financial decisions.

Skills

FP&A experience

Anaplan

Tableau

Excel/Google Sheets

Data storytelling

PowerPoint

Python (optional)

Tools

Anaplan

Tableau

Excel

Google Sheets

Apps Script

VBA

Python

Job description

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 leading independent provider of identity for the enterprise. The Okta Identity Cloud enables organizations to securely connect the right people to the right technologies at the right time. With thousands of pre-built integrations to applications and infrastructure providers, Okta customers can easily and securely use the best technologies for their business. ~20,000 organizations trust Okta to help protect the identities of their workforces and customers.

Okta is in profitable growth mode. We are seeking an experienced, self-motivated Finance Senior Financial Analyst who will be a key player in, and is truly excited about, driving and effectively scaling Okta's growth. This role will report into the Senior Finance Manager on the FP&A Global Capabilities Center (GCC) team, and is a fantastic opportunity for a candidate who 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 has strong analytical skills, excellent attention to detail without losing the big picture, and the ability to work both cross functionally and independently. They are highly organized, and are truly excited about financial analysis and insights, driving scale and automation, process improvements, and propelling an organization forward.

Job Duties and Responsibilities

• Build automation and scalability of financial reports, dashboard, systems and processes.


• Analyze financial data to uncover trends and performance drivers.


• Recommend operational improvements using data-driven insights.


• Provide data support for accruals, capitalization, and month-end processes.


• Build budget vs. actual dashboards with actionable insights.


• Monitor spend data to identify and report on cost efficiencies.


• Ensure purchase orders align with budgets and financial policies.


• Deliver ad hoc analysis to support strategic financial decisions.

Knowledge, Skills and Abilities

• Comfortable working from the Bangalore office up to 3x per week or as needed


• Flexible to support teams across PST hours when required.


• 5+ years of experience working in FP&A.


• Hands-on experience with Anaplan (model building) and Tableau (dashboards/visualizations)


• Strong financial modeling & forecasting expertise using Excel, GSheets, and Anaplan.


• Proficient in building & presenting data-driven stories using PowerPoint or Google Slides.


• Exceptional verbal and written communication skills


• Ability to manage multiple tasks in a deadline-driven environment while maintaining precision


• Comfortable challenging current processes & proposing system-based improvements or automation


• Familiarity with Apps Script, Excel (VBA), Python, AI application, Claudecode, Gemini and other automation tools is an advantage


• Experience in a high-growth global high tech/software/SaaS organization is a plus

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