Architect, Finance & Legal Systems
Okta
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 flexible and neutral products, Okta Platform and Auth0 Platform, provide secure access, authentication, and automation, placing identity at the core 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.
The Technology, Data and Intelligence Team
The Technology, Data and Intelligence team is on a mission to accelerate Okta’s scale and growth. We bring world-class business acumen and technology expertise to every interaction. We also drive cross-functional collaboration and are focused on delivering measurable business outcomes.
Architect, Finance & Legal Systems
The Architect, Finance and Legal Technologies will define and deliver the technology architecture strategy across Finance and Legal functions, enabling data-driven decision-making, automation, and operational excellence. This role will combine deep technical expertise with innovative thinking to modernize and optimize core enterprise systems — including NetSuite or Oracle (ERP), Conga, Anaplan, and Xactly. The successful candidate will leverage AI, machine learning (ML), NLP, and intelligent automation to reimagine traditional financial and legal processes/systems, enabling predictive insights, streamlined operations, and smarter compliance.
What you’ll be doing
Enterprise Solution Architecture:
- Define the target-state architecture for Finance and Legal applications, ensuring alignment with enterprise strategy and growth objectives.
- Lead the design and implementation of end-to-end architectural solutions for Finance and Legal systems, ensuring integration, scalability, and performance across the enterprise.
- Develop and maintain a multi-year roadmap for modernization across ERP, FP&A, Legal, and Sales Compensation systems.
- Ensure systems are designed with identity-first security principles, integrating with Okta and other IAM solutions for authentication, authorization, and compliance.
AI and ML Solution Design:
- Architect and implement AI/ML-driven solutions to optimize finance and legal processes — such as predictive forecasting, anomaly detection, spend optimization, contract risk scoring, and intelligent reconciliation.
- Evaluate and integrate AI/ML platforms (AWS Bedrocks/Azure Open AI etc. ) and frameworks (e.g., AWS SageMaker, Azure ML, DataRobot) with ERP and financial and legal ecosystems
- Partner with Shared Services AI team to operationalize AI/ML Solution/ models within G&A functions, ensuring alignment with business outcomes.
Design data pipelines and model-serving layers that connect structured and unstructured data (invoices, contracts, emails) to AI/ML tools
- Have the working knowledge with any of the LLM like Gemini, OpenAI or Claude
System Integration and Data Strategy:
- Ensure seamless data flow across ERP (NetSuite/Oracle), Coupa, Scout, Anaplan, Conga, and Xactly systems using APIs and middleware (Boomi). Define unified data models to support analytics and AI consumption.
Innovation Leadership:
- Identify opportunities to embed generative AI, natural language processing (NLP), and large language model (LLM) capabilities into core Finance and Legal processes, including financial reporting, close management, reconciliation, contract lifecycle management, and legal document automation.
- Functional and Technical Design, and lead hands-on proof of concepts (POCs) and AI-driven automations to reduce manual efforts across Finance and Legal functions
- Perform code, configuration, and system performance reviews to ensure quality, scalability, and compliance with enterprise standards.
- Lead from the front piloting,prototyping and demoing the innovative solutions and newer technologies such as AI within the Finance and Legal SaaS platforms
Stakeholder Engagement and Cross-Functional Collaboration:
- Collaborate closely with Finance, Legal, IT, Data, Compliance, Security, and Engineering teams to translate business objectives into scalable, secure, and innovative technology solutions aligned with organizational goals
- Partner closely with Finance, Legal, Compliance, Security, and Engineering leaders to define technology roadmaps aligned with Okta business priorities.
- Translate complex SaaS financial and legal requirements (e.g., revenue recognition, contract risk management, GDPR) into technical solutions.
- Serve as a trusted advisor to leadership on Finance and Legal technology trends such as Subscription/usage-based billing, AI contract analytics, and compliance automation.
- Effectively influence executives and decision-makers on solution architecture, system strategy, and adoption of innovative technologies to drive operational excellence and transformation
Implementation & Governance
- Support/Lead implementations/enhancement of ERP systems (Oracle, NetSuite, Coupa, Scout, Anaplan) and legal tools (Conga, DocuSign)
- Establish and champion governance frameworks for data privacy, SOX compliance, and access control across Finance and Legal systems.
- Support roll out of Data Governance across the organization by collaborating with the Data Governance, Businesses and the Data warehousing teams
What you’ll bring to the role
Education:
- Bachelor’s or Master’s degree in Computer Science, Information Systems, Data Science, or related field.
- TOGAF or similar Enterprise Architecture certification is a plus
Experience:
- 15+ years of software engineering experience, including significant time as an Architect or Principal in ERP Systems(Oracle/Netsuite/SAP), FP&A Systems(Anaplan) and/or CLM systems(Aptus/Conga/Ironclad)
- Excellent storytelling and communication skills—comfortable presenting to both technical and executive stakeholders
- Have multiple ERP (Oracle or Netsuite) full cycle implementation experience
- Deep understanding of the Finance business process areas – Order to Cash, Record to Report, Source to Pay, Plan to Report(FP&A), Treasury, Credit Collection, Revenue Recognition, and Subscription Billing, Contract Life Cycle Mgmt within Legal Ops
- Demonstrated hands-on experience architecting functional and technical solutions within major business applications, with specific expertise in NetSuite(or Oracle), Aptus/Conga(or IronClad), Anaplan, Coupa, Scout, Tax engines such as Avalara, Vertex or OneSource – including understanding their data models and APIs in context of solution development and integrations
- Architected and delivered AI Agents using leading LLMs Gemini, OpenAI or Claude
- Experience with managing a Software and/or Vendor selection keeping in view the end state architecture of the enterprise
- Proficient understanding of middlewares such as MuleSoft, Workato, Boomi, or Informatica for connecting Finance, Legal, CRM, and data platforms.
- Proficiency with AWS, Azure, or GCP, with knowledge of data lakes/warehouses (Snowflake, Redshift, BigQuery) for SaaS revenue and compliance analytics.
- Identity & Security: knowledge of SSO, OAuth, SAML, SCIM, and Zero Trust principles, with hands-on integration experience in Okta or similar IAM platforms.
- Occasional travel to one of our office locations is expected for project and team collaboration meetings and for organization offsites.
- Passion for innovation, AI adoption, and continuous improvement aligned with Okta’s mission to build secure, intelligent, and connected business systems.
LI#-CM2
LI#-Onsite
(P23943_3309986)
Below is the annual base salary range for candidates located in San Francisco Bay Area. Your actual base salary will depend on factors such as your skills, qualifications, experience, and work location. In addition, Okta offers equity (where applicable), bonus, and benefits, including health, dental and vision insurance, 401(k), flexible spending account, and paid leave (including PTO and parental leave) in accordance with our applicable plans and policies. To learn more about our Total Rewards program please visit: https://rewards.okta.com/us.
What you can look forward to as a Full-Time Okta employee!
- Amazing Benefits
- Making Social Impact
- Developing Talent and Fostering Connection + Community at Okta
Okta cultivates a dynamic work environment, providing the best tools, technology and benefits to empower our employees to work productively in a setting that best and uniquely suits their needs. Each organization is unique in the degree of flexibility and mobility in which they work so that all employees are enabled to be their most creative and successful versions of themselves, regardless of where they live. Find your place at Okta today! https://www.okta.com/company/careers/.
Some roles may require travel to one of our office locations for in-person onboarding.
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.
Okta is committed to complying with applicable data privacy and security laws and regulations. For more information, please see our Personnel and Job Candidate Privacy Notice at https://www.okta.com/legal/personnel-policy/.