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Okta is looking for a Staff / Principle Business Systems Analyst to help us create & manage a best in class finance business system. As a Business Systems Analyst you will be a shared owner of the vision for Okta financial systems. The ideal candidate should have a solid analytical mindset, excellent interpersonal communications, diligent time management skills, be team-oriented & have a strong work ethic. This role will be the subject matter expert & chief owner of Anaplan at Okta, developing & managing Anaplan models, dashboards, & integrations.

Role & Responsibilities

  • Collaborate with Okta FP&A team to manage, review & implement road-map for improving current Anaplan builds & introducing new financial modeling
  • Prepare & review documentation for current processes, model structures, & assumptions for finance systems & continuously identify gaps & opportunities for automation projects that will streamline workflows & processes within FP&A
  • Design & own the build of future models within Anaplan based agreed-upon FP&A road map
  • Manage the ongoing administration of Anaplan, including user roles & permissions, architecture of lists, modules, & dashboards, data flow & integrations, automation batch scripting, etc.
  • Be the main point of contact with Anaplan & serve as primary liaison between FP&A & IT for all financial systems related issues, updates & enhancement projects
  • Perform complex business & systems analysis work, root cause analysis & provide forward thinking, long term technical solutions; conduct requirements gathering/analysis following the agile methodology
  • Lead cross-functional requirement sessions to elicit, document & analyze business requirements & functional specifications. Includes identifying unspoken or conflicting requirements & challenging the norm
  • Design, scope, & build innovative solutions that automate & scale Okta business systems for FP&A team
  • Maintain our critical business systems: coordinate system upgrade activity, respond to issues & incidents & provide day-to-day administration of the critical business systems that drive our global finance operations
  • Draw from your experience to recommend changes in development, maintenance & system standards

Experience & Skills

  • Bachelor's degree in Finance, Economics, IT, or other analytics-related fields.
  • Minimum 7 years of relevant experience
  • Minimum 4-7 years of model building & error handling experience in Anaplan
  • Hands on experience with designing & supporting Anaplan integration with other business systems like NetSuite, Workday etc.
  • Experience with full system implementation life-cycles (analyze, design, build, test, implement, support)
  • Hands-on experience with SaaS financial & integration applications like NetSuite, RevPro, Xactly, Coupa etc
  • Experience working with systems that handle sensitive data & with SOX controls & change management processes
  • Exceptional communication with active listening skills, & ability to convey complex ideas in a clear, concise fashion to both technical & non-technical audiences
  • Strong problem solving & analytical/critical thinking skills needed
  • A good understanding of key financial business processes (Billing, Collections, sales compensation, Revenue Management, Procure-to-Pay, Quote-to-Cash)

Okta is an Equal Opportunity Employer.

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