Get to know Okta
Okta is The World’s Identity Company. We free everyone to safely use any technology—anywhere, on any device or app. Our Workforce and Customer Identity Clouds enable secure yet flexible access, authentication, and automation that transforms how people move through the digital world, putting Identity at the heart of business security and growth.
At Okta, we celebrate a variety of perspectives and experiences. We are not looking for someone who checks every single box - we’re looking for lifelong learners and people who can make us better with their unique experiences.
Join our team! We’re building a world where Identity belongs to you.
Functional Transactions & Compliance
- Accurately and efficiently process daily cash applications and related functional transactions in accordance with company policies
- Maintain data integrity across financial systems
- Review and validate internal and external supporting documentation
- Ensure all transactions maintain accuracy and compliance throughout the process
- Follow up on escalations and ensure appropriate approvals are in place based on pre-defined thresholds
Issue Resolution & Stakeholder Collaboration
- Investigate and resolve discrepancies and disputes (basic to advanced) in collaboration with internal teams such as Sales and Customer Service
- Identify process and data gaps while troubleshooting issues and escalating as needed
- Support business partners by communicating resolutions and helping prevent future recurrence
Reconciliation & Reporting
- Perform month-end account reconciliations and ensure accuracy of cash application entries
- Prepare and issue journal entries with proper documentation as needed
- Maintain and update daily and end-of-month reports
- Contribute to KPI tracking and reporting across billing and cash application areas
Operational Excellence
- Prioritize workload according to team goals and strategic projects
- Participate in UAT (User Acceptance Testing) and assist in process/system improvements
- Demonstrate working knowledge of operational systems and finance tools
Required Qualifications
- Bachelor’s degree in Finance, Accounting, Business, or equivalent experience
- Minimum 2 years of experience in a finance-related role, preferably in a high-growth SaaS or technology company
- Experience in cash applications, cash reconciliation, refunds, and journal entries
- Familiarity with Salesforce, NetSuite, or other ERP/CRM tools is a plus
- Proficiency in Excel and other reporting tools
Soft Skills & Working Style
- Strong organizational mindset with the ability to manage multiple priorities effectively
- Clear communication skills; ability to convey issues and solutions across stakeholders
- Displays intellectual curiosity and seeks out opportunities to learn and improve processes
- Demonstrates a solutions-oriented mindset and constructive response to feedback
- Collaborative team player who supports cross-functional alignment and partnership
- Willingness to support “all hands” efforts during quarter-end or peak business periods
#LI-CS7
What you can look forward to as a Full-Time Okta employee!
- Amazing Benefits
- Making Social Impact
- Developing Talent and Fostering Connection + Community 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/.
Some roles may require travel to one of our office locations for in-person onboarding.
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.
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/.