Executive Assistant, Finance - Okta : Job Details

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.

We are seeking a San Francisco-based, thoughtful, dynamic, highly organized Executive Assistant to support 3 of our Finance leaders - (1) Accounting Operations, (2) Tax and Treasury, and (3) Investor Relations. This role offers a unique opportunity to be involved in high-level strategic decision-making and work closely with senior executives, while playing a critical role in ensuring seamless operations within the finance department.

• Executive Support: Provide high-level administrative support to the above mentioned leaders, including managing calendars, coordinating internal and external meetings, arranging domestic and international travel, facilitating team building meetings/events, expense and budget assistance, and procurement administration.
• Communication Management: Act as a liaison between the finance department and internal/external stakeholders, ensuring timely responses to inquiries and communications. Facilitate smooth communication by drafting, editing, and reviewing certain presentations, reports, and ad-hoc communications for clarity, accuracy, and impact.
• Project Coordination & Execution: Manage and track progress on key initiatives, from inception to completion. Collaborate with cross-functional stakeholders and project teams, assist in resource allocation, and monitor project timelines to ensure deadlines are met. Provide regular updates to senior leadership regarding the status of projects.
• Presentation & Report Preparation: Assist in the creation of presentations for internal meetings and external stakeholders, ensuring content is clear, concise, and visually appealing. Simplify, prepare, and organize abstract concepts into easy-to-understand presentations for key stakeholders as needed.
• Meeting Coordination & Follow-Up: Schedule and manage internal and external meetings, including preparing agendas, handling logistics, and ensuring proper follow-up with action items. Take detailed meeting notes and help track action items for follow-up. Support interdepartmental communications to align finance goals with company-wide initiatives.
• Confidentiality & Compliance: Maintain confidentiality and discretion in handling sensitive financial data, corporate matters, and internal communications. Ensure all internal documents adhere to compliance and governance standards.
• Ad-hoc Support: Assist with various administrative and operational tasks as needed, ensuring smooth functioning of the finance department. Offer proactive solutions to improve operational efficiency.

• Experience: Minimum of 5 years as an executive assistant, with at least 3 years supporting senior finance or accounting leadership, preferably within a SaaS or tech-driven environment.
• Skills:
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word), Google Workspace, and project management tools (e.g., Asana, Trello).
• Strong organizational, time management, and multitasking abilities.
• Excellent communication skills, both written and verbal, with a proven ability to tailor messages for different audiences ranging from executives, customers, prospects, board members, and investors.
• High proficiency in creating compelling presentations and financial reports.
• Ability to manage sensitive information with discretion and professionalism.
• Proven ability to work independently, handle multiple priorities, and maintain calm under pressure.
• Education: Bachelor's degree in business administration, finance, accounting, or a related field preferred, or equivalent experience.
• Personal Attributes: High attention to detail, proactive, and capable of working under pressure in a fast-paced environment. Strong problem-solving abilities and a collaborative mindset.