Staff Product Analyst

About the role

The Staff Order-to-Cash Analyst plays a critical role in optimizing and supporting Okta’s end-to-end Revenue Recognition and Order-to-Cash (O2C) processes. Reporting to the OTC Manager in SFO, California, this role is part of the Technology Data and Intelligence (TDI) team.

Responsibilities

• 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.

Requirements

• 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.

Qualifications

• 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.

Benefits

Okta offers competitive compensation, including a range of $148,000—$203,500 USD for candidates located in the San Francisco Bay Area. Additional benefits include:

• Equity (where applicable)
• Bonus
• Health, dental, and vision insurance
• 401(k)
• Flexible spending account
• Paid leave (including PTO and parental leave)

Pay

The annual base salary range for this position for candidates located in the San Francisco Bay area is between: $148,000—$203,500 USD

Schedule

Full-time position based in San Francisco, CA.