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 Okta's 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
Bachelor's 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
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Below is the annual base salary range for candidates located in San Francisco Bay Area. Your actual base salar
Additional Information
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 Finance Technology Team
The Finance Technology team within Okta's 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 Okta's 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 Okta's cash flow and revenue performance.
The Senior Product Analyst Opportunity
This role will serve as the primary functional expert for Okta's 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.
Okta · San Francisco, CA