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AP & Expenses Projects Analyst

๐Ÿ•’ 2 days ago
Accounts PayableEmployee Expense ManagementProcess ImprovementProject Coordination
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๐Ÿ“œ Description

  • Identify inefficiencies and bottlenecks in AP and expense workflows and support continuous improvement initiatives.
  • Coordinate project delivery, track milestones, gather business requirements, document processes, and manage tasks in Jira and Confluence.
  • Coordinate UAT, develop test cases, facilitate testing, and track defects through go-live.
  • Analyze finance data, build reporting models, monitor KPIs, and present operational insights to leadership.
  • Collaborate with regional finance operations, procurement, IT, and global partners to align deliverables and maintain financial controls.

๐Ÿ› ๏ธ Requirements

  • Education: Bachelorโ€™s degree in Commerce, Accounting, Finance, Business Administration, Information Systems, or a related discipline.
  • Experience: 2 to 3.5 years of professional experience in Accounts Payable, Finance Operations, Process Improvement, Automation, or Project Coordination.
  • Domain Knowledge: Solid foundational understanding of Accounts Payable and Employee Expense Management processes, including invoice processing, payment runs, expense audits, reconciliations, and internal financial controls.
  • Data & Analytical Tools: Advanced proficiency in Microsoft Excel and Google Sheets (advanced formulas, pivot tables, data modeling, dashboards).
  • Methodologies & Tools: Proven familiarity with project tracking and documentation tools such as Jira and Confluence.
  • Interpersonal Skills: Strong problem-solving abilities, high analytical acumen, excellent verbal/written communication, and capacity to handle multiple priorities in a globally distributed setup.
  • Hands-on experience or exposure to ERP, Procure-to-Pay (P2P), and expense platforms such as Coupa, NetSuite, SAP, or Oracle.
  • Experience developing dashboards and visualizations using Business Intelligence tools like Tableau, Microsoft Power BI, or Google Workspace tools.
  • Hands-on scripting and automation capability utilizing Google Apps Script, Python, VBA, or RPA technologies.
  • Familiarity with emerging technologies, including Generative AI, AI-driven automation, Optical Character Recognition (OCR), and Intelligent Document Processing (IDP).

โœจ Benefits

  • Well-being support
  • Social impact opportunities
  • Talent development and community connection
Full job description

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 Opportunity

The AP & Expenses Projects Analyst will play a key role in driving operational excellence, automation, and project coordination within our Accounts Payable and Employee Expense Management functions. This role sits at the intersection of finance operations and technology, focusing on streamlining processes, identifying efficiency gaps, supporting automation initiatives, and collaborating with cross-functional and global teams.

What youโ€™ll be doing

  • Process Improvement & Transformation: Identify process inefficiencies, operational gaps, and bottlenecks across AP and expense management workflows; recommend and support end-to-end continuous improvement initiatives.
  • Project Coordination & Documentation: Support project delivery life cycles, track milestones, gather and articulate business requirements, write process documentation (SOPs), and manage task tracking via platforms such as Jira and Confluence.
  • Testing & Implementation: Coordinate User Acceptance Testing (UAT), author detailed test scenarios/cases, facilitate testing cycles with operational teams, and track defect resolution through go-live.
  • Analytics & Business Insights: Extract, manipulate, and analyze finance data to develop reporting models, monitor key performance indicators (KPIs), and present actionable operational insights to leadership.
  • Stakeholder & Global Collaboration: Partner closely with regional finance operations, procurement, IT, and global business partners to align project deliverables and maintain financial controls.

What youโ€™ll bring to the role

  • Education: Bachelorโ€™s degree in Commerce, Accounting, Finance, Business Administration, Information Systems, or a related discipline.
  • Experience: 2 to 3.5 years of professional experience in Accounts Payable, Finance Operations, Process Improvement, Automation, or Project Coordination.
  • Domain Knowledge: Solid foundational understanding of Accounts Payable and Employee Expense Management processes, including invoice processing, payment runs, expense audits, reconciliations, and internal financial controls.
  • Data & Analytical Tools: Advanced proficiency in Microsoft Excel and Google Sheets (advanced formulas, pivot tables, data modeling, dashboards).
  • Methodologies & Tools: Proven familiarity with project tracking and documentation tools such as Jira and Confluence.
  • Interpersonal Skills: Strong problem-solving abilities, high analytical acumen, excellent verbal/written communication, and capacity to handle multiple priorities in a globally distributed setup.

And extra credit if you have experience in any of the following

  • Hands-on experience or exposure to ERP, Procure-to-Pay (P2P), and expense platforms such as Coupa, NetSuite, SAP, or Oracle.
  • Experience developing dashboards and visualizations using Business Intelligence tools like Tableau, Microsoft Power BI, or Google Workspace tools.
  • Hands-on scripting and automation capability utilizing Google Apps Script, Python, VBA, or RPA technologies.
  • Familiarity with emerging technologies, including Generative AI, AI-driven automation, Optical Character Recognition (OCR), and Intelligent Document Processing (IDP).

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The Okta Experience

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.

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