Senior Product Analyst, Order to Cash
San Francisco, California
Secure Every Identity, from AI to HumanIdentity 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. Were all in on this mission. If you are too, lets talk.The Finance Technology Team The Finance Technology team within Oktas Technology, Data & Intelligence (TDI) organization is dedicated to designing, optimizing, and maintaining the systems that power our core financial operations. Our Order-to-Cash practice sits at the center of Oktas revenue engine, managing everything from order management and billing to collections, revenue recognition, and GL posting. We are actively investing in AI-powered initiatives and process improvements that directly impact Oktas cash flow and revenue performance. The Senior Product Analyst Opportunity This role will serve as the primary functional expert for Oktas end-to-end Order-to-Cash processes within NetSuite. You will own the configuration, optimization, and integration of our core O2C systems - spanning Salesforce, NetSuite, Zuora RevPro, Celigo, Avalara, and AWS - while collaborating closely with Finance, Billing, Collections, and development teams to drive scalable solutions. This is a senior, highly accountable role for someone who is proactive, eager to take ownership, and excited to lead AI-driven initiatives that improve efficiency and cash flow. What you'll be doing Functional Ownership: Serve as the primary functional expert for NetSuite Order-to-Cash modules, including Order Management, Accounts Receivable, Billing, and Collections, owning configuration, maintenance, and optimization across all O2C workflows Requirements & Discovery: Lead discovery sessions to gather, document, and analyze complex business requirements from global Billing, Collections, and Order Management teams, translating them into robust functional specifications and scalable NetSuite solutions Integration & Troubleshooting: Troubleshoot complex data flow and integration errors across Salesforce to NetSuite and NetSuite to RevPro and other peripheral applications, ensuring the accuracy of order, billing, and revenue data Collections & Dunning: Drive improvements to dunning and collections processes, including the configuration and optimization of Collection Management workflows that support Oktas cash flow and revenue goals Financial Close & Compliance: Support NetSuite financial close and reconciliation activities, ensuring accurate and timely month-end processes for AR, revenue, billing, and deferred revenue recognition, while maintaining compliance with SOX, SOC, and ASC 606 requirements Reporting & Analytics: Utilize SuiteAnalytics, Workbooks, and RevPro Analytics to create dashboards and actionable insights for revenue visibility, billing performance, collections aging, and close metrics AI & Innovation: Drive and champion AI-powered initiatives, leveraging GenAI, Agentic AI tools, and AWS to automate manual reconciliation, detect anomalies, streamline exception handling, and drive broader productivity improvements across the team What you'll bring to the role 5+ years of dedicated experience as a Product Analyst or Business Analyst with hands-on expertise in NetSuite Order-to-Cash functions across multiple modules Hands-on NetSuite configuration experience across Order to Cash, SuiteFlow, SavedSearch, and Report building Proven ability to collaborate with development teams and stakeholders, taking full ownership of deliverables and driving projects end to end with a proactive, self-starter mentality Experience integrating O2C processes with third-party systems such as Salesforce CRM/CPQ, Celigo, Zuora RevPro, Avalara, and data warehouse platforms Strong understanding of financial close, reconciliation, and compliance standards including SOX controls, ASC 606, and audit documentation requirements Demonstrated curiosity and initiative in exploring and applying AI tools to improve processes, with the ability to mentor and upskill team members while building business value through innovation Bachelors degree in Business Administration, Information Systems, Computer Science, Finance, Accounting, or equivalent years of industry experience And extra credit if you have experience in any of the following! NetSuite ERP Consultant Certification CSPO (Certified Scrum Product Owner) or CBAP certification Experience with iPaaS solutions such as Boomi or similar middleware platforms Familiarity with AWS and building AI-powered applications in a finance or O2C context #LI-MC1 #LI-Hybrid #P6607_3461985Below is the annual base salary range for candidates located in San Francisco Bay Area. Your actual base salary will depend on factors such as your skills, qualifications, experience, and work location. In addition, Okta offers equity (where applicable), bonus, and benefits, including health, dental and vision insurance, 401(k), flexible spending account, and paid leave (including PTO and parental leave) in accordance with our applicable plans and policies. To learn more about our Total Rewards program please visit: https://rewards.okta.com/us. The annual base salary range for this position for candidates located in the San Francisco Bay area is between: $128,000-$176,000 USDThe Okta Experience Supporting Your Well-Being Driving Social Impact Developing Talent and Fostering Connection + Community We are intentional about connection. Our global community, spanning over 20 offices worldwide, is united by a drive to innovate. Your journey begins with an immersive, in-person onboarding experience designed to accelerate your impact and connect you to our mission and team from day one.Okta is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, ancestry, marital status, age, physical or mental disability, or status as a protected veteran. We also consider for employment qualified applicants with arrest and convictions records, consistent with applicable laws.If reasonable accommodation is needed to complete any part of the job application, interview process, or onboarding please use this Form to request an accommodation.Notice for New York City Applicants & Employees: Okta may use Automated Employment Decision Tools (AEDT), as defined by New York City Local Law 144, that use artificial intelligence, machine learning, or other automated processes to assist in our recruitment and hiring process. In accordance with NYC Local Law 144, if you are an applicant or employee residing in New York City, please click here to view our full NYC AEDT Notice.Okta is committed to complying with applicable data privacy and security laws and regulations. For more information, please see our Personnel and Job Candidate Privacy Notice at https://www.okta.com/legal/personnel-policy/.
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Okta
The foundation for secure connections between people and technology
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 over 7,000 pre-built integrations to applications and infrastructure providers, Okta customers can easily and securely use the best technologies for their business. More than 19,300 organizations, including JetBlue, Nordstrom, Slack, T-Mobile, Takeda, Teach for America, and Twilio, trust Okta to help protect the identities of their workforces and customers.
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