The opportunity
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.
What you'll do
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.
Experience: 3-5+ years of experience in FP&A, Strategic Finance, or: Investment Banking (SaaS/Software experience preferred).
What they're looking for
- 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.
