AP & Expenses Projects Analyst

Okta · Bengaluru, India · Data

Posted 2026-11-06

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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 you’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 you’ll bring to the role

Education: Bachelor’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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