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Manager, Technical Accounting & Reporting



3d ago

  • Job
    Senior (5-8 years)
  • Accounting & Tax
  • $128K - $192K
  • San Francisco

AI generated summary

  • You must be a CPA with 6+ years of Big 4 experience, including technical accounting and external reporting. Strong communication skills, project management experience, and ability to work in a fast-paced environment are essential. Experience with ESG reporting and NetSuite/Workiva is a plus.
  • You will ensure timely and accurate external financial reporting, assist with ESG reporting, coordinate audits, research accounting implications, assist with mergers and acquisitions, update SEC filings, enhance reporting processes, and assist with ad-hoc projects.


  • Certified Public Accountant (CPA) or equivalent is required.
  • Bachelor's degree in Accounting or Finance.
  • 6+ years relevant work experience; Big 4 experience is required including direct experience on external reporting and technical accounting responsibilities. National office experience a plus
  • High-tech industry experience preferred, but not required.
  • Experience solving, documenting, and appropriately communicating complex technical accounting issues
  • Previous experience with Form 10-K, Form 10-Q, Form S-8, Form S-3, proxy statements, prospectuses, etc.
  • Understanding of ESG reporting under the various regulatory requirements a plus
  • Excellent written and oral communication skills
  • Previous project management experience
  • Experience with NetSuite and Workiva a plus
  • Ability to work in a fast-paced environment, manage competing priorities, and adhere to tight deadlines
  • Exhibits pride of ownership and sets and adheres to uncompromising quality standards for deliverables
  • Keen analytical and problem-solving skills and ability to learn new systems and processes quickly
  • Ability to communicate effectively with all levels of an organization, from clerical staff to executives, and manage relationships with external parties


  • Review and assist with the timely and accurate preparation of all external financial reports, including those filed with the SEC on Form 10-Q, 10-K and 8-K, ensuring financial statements are in accordance with U.S. GAAP and SEC guidelines.
  • Assist with preparation / review of all supporting schedules and tie-outs, ensuring that all processes are in compliance with SOX.
  • Assist with preparation / review of relevant materials and presentations consistent with SEC filings, including analyst presentations and other materials where necessary.
  • Assist with preparation / review of certain sections of GAAP disclosure checklists with a focus on accuracy and continuous improvement.
  • Assist with all aspects of Okta’s ESG reporting including data validation, completeness and accuracy of source data and requirements for Okta under the various reporting frameworks that may be applicable to the business
  • Coordination of the overall financial statement and internal control audit, including assessment of identified findings, with external auditors
  • Research and document accounting implications of significant routine transactions, including identification, assessment, and documentation activities on topics such as financial instruments, leases, earnings per share and other investments and proactively and effectively manage external auditor review process.
  • Assist with the accounting and finance workstream for mergers and acquisition due diligence in conjunction with the business development team and assist with post-acquisition purchase accounting and valuation efforts with specialists.
  • Coordinate and draft new disclosures and other updates to SEC filings based on new transactions and other management driven changes.
  • Assist with preparation of Disclosure Committee and Audit Committee materials and monitor progress against reporting cycle deadlines as needed.
  • Participate in the design, preparation, and completion of internal financial reports and review supporting month-end financial reporting to the CAO and CFO.
  • Continuously work to enhance and streamline reporting processes and controls and ensure proper execution and updates of external reporting SOX controls.
  • Document and assist in the review of the company’s accounting policy manual, including development and documentation of updates and other new accounting policies as needed.
  • Assist with ad-hoc projects as necessary.


What are the main responsibilities of the Manager, Technical Accounting & Reporting role at Okta?

The main responsibilities of this role include handling SEC reporting, technical accounting tasks, and ad-hoc projects within the technical accounting and SEC reporting group. The candidate will also need to have a strong working knowledge of U.S. GAAP, SEC regulations, and internal controls.

The World's Identity Company

Founded Year

Mission & Purpose

Okta is the leading independent identity provider. The Okta Identity Cloud enables organizations to securely connect the right people to the right technologies at the right time. With more than 7,000 pre-built integrations to applications and infrastructure providers, Okta provides simple and secure access to people and organizations everywhere, giving them the confidence to reach their full potential. More than 10,000 organizations, including JetBlue, Nordstrom, Siemens, Slack, T-Mobile, Takeda, Teach for America, and Twilio, trust Okta to help protect the identities of their workforces and customers.


  • Healthcare

  • Sick pay insurance

  • Pension scheme

  • Dental