Staff Product Analyst, Finance Technologies
Okta · San Francisco, United States · 3mo ago
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.
The Staff Order-to-Cash Analyst
Okta seeks a skilled Staff Order-to-Cash Analyst to optimize and support our end-to-end Revenue Recognition and Order-to-Cash (O2C) processes. As part of our Technology Data and Intelligence(TDI) team, you will be the functional expert responsible for ensuring seamless integration and efficiency across our core financial operations, from order management and billing to revenue recognition, collections, and GL posting. This role will report to the OTC Manager in SFO, California.
What You’ll Be Doing
- Serve as the primary functional expert for Zuora RevPro (Revenue Recognition - ASC 606) and NetSuite Order-to-Cash modules, including Order Management, Accounts Receivable, Billing, and Collections.
- Lead discovery sessions to gather, document, and analyze complex business requirements from global Revenue Accounting, Billing & Collections, and Order Management teams, translating them into robust functional specifications.
- Design, configure, and maintain core Zuora RevPro functionalities, including Performance Obligation templates, SSP policies, allocation rules, revenue treatments, revenue schedules, and month-end close processes
- Configure and maintain NetSuite Order Management, Advanced Billing, Usage Billing, Subscription Billing, and Collection Management.
- 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.
- Leverage NetSuite AI capabilities and participate in SOX, SOC reporting, and financial audits to drive process automation, efficiency, and ASC 606 compliance across all financial systems.
What You’ll Bring
- 8+ years of dedicated experience as a Product Analyst or Business Analyst with hands-on experience in both Zuora RevPro (Revenue Recognition) and NetSuite Order-to-Cash (O2C) functions.
- Partner with Revenue Accounting, Billing & Collections, and Order Management teams to define requirements and translate business needs into scalable Zuora RevPro and NetSuite solutions.
- Manage revenue recognition configurations in Zuora RevPro, including Performance Obligations (POB), Standalone Selling Price (SSP), allocation rules, contract modifications, revenue treatments, and foreign currency handling, ensuring ASC 606 compliance.
- Hands-on NetSuite configuration (Order to Cash), SuiteFlow, SavedSearch, and Report building experiences
- Collaborate with technical teams to ensure smooth integration of O2C processes with third-party systems such as Salesforce CRM/CPQ, Boomi, and data warehouse platforms.
- Ensure end-to-end operational integrity by resolving complex bottlenecks in order flow, revenue recognition, and FX handling, while maintaining precise data accuracy across all financial reconciliations(Order to Cash).
- Support NetSuite financial close and reconciliation activities, ensuring accurate and timely month-end processes for AR, revenue, billing, and deferred revenue recognition.
- Utilize SuiteAnalytics, Workbooks, and RevPro Analytics to create dashboards and actionable insights for revenue visibility, billing performance, collections aging, and close metrics.
- Apply GenAI and Agent AI tools to automate manual reconciliation, detect anomalies in O2C and revenue transactions, and streamline exception handling during close.
- Support compliance, audit, and SOX reporting requirements, ensuring appropriate controls and documentation are maintained for revenue recognition and billing processes.
- Knowledge of an IPaaS Solution (Celigo, Boomi iPaaS) or an integration tool is an advantage.
Education and Certifications
- A Bachelor's degree in Business Administration, Information Systems, Finance, Accounting, or equivalent years of industry experience.
- Zuora RevPro Certification and/or NetSuite ERP Consultant Certification are significant advantages.
- CSPO (Certified Scrum Product Owner) or CBAP certification is a plus.
What you can look forward to as an Okta employee!
- Amazing Benefits
- Making Social Impact
- Fostering Diversity, Equity, Inclusion and Belonging at Okta
Okta cultivates a dynamic work environment, providing the best tools, technology and benefits to empower our employees to work productively in a setting that best and uniquely suits their needs. Each organization is unique in the degree of flexibility and mobility in which they work so that all employees are enabled to be their most creative and successful versions of themselves, regardless of where they live. Find your place at Okta today! https://www.okta.com/company/careers/.
Okta is an Equal Opportunity Employer/Affirmative Action 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 participate in the job application or interview process, please use this Form to request an accommodation.
Okta is committed to complying with applicable data privacy and security laws and regulations. For more information, please see our Privacy Policy at https://www.okta.com/privacy-policy/.
ir needs. Each organization is unique in the degree of flexibility and mobility in which they work so that all employees are enabled to be their most creative and successful versions of themselves, regardless of where they live. Find your place at Okta today! https://www.okta.com/company/careers/.
Okta is an Equal Opportunity Employer/Affirmative Action 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 participate in the job application or interview process, please use this Form to request an accommodation.
Okta is committed to complying with applicable data privacy and security laws and regulations. For more information, please see our Privacy Policy at https://www.okta.com/privacy-policy/.
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Below 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 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.