Senior Manager – Finance Transformation (Record to Report)
San Jose, United States · Hybrid · Full-time
- Posted 1mo ago
- From Zscaler’s careers page
- Location
- San Jose, United States
- Work mode
- Hybrid
- Type
- Full-time
- Level
- Senior
- Experience
- 8+ years
- Department
- Finance and Accounting
Opens the listing on job-boards.greenhouse.io
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About the role
Role
We are looking for a Senior Manager – Finance Transformation (Record to Report) to join our team. This is a Hybrid role reporting to the Director, Finance Process Optimization & Transformation in the Finance department. In this key role, you will design, document, and scale consistent end-to-end Record to Report processes and controls across Zscaler's global Finance organization, driving automation, institutionalizing process knowledge, and building governance frameworks that underpin a world-class Finance function.
What you’ll do (Role Expectations)
- Standardize end-to-end Record to Report processes, establishing consistent frameworks and workflows across all geographies, divisions, and subsidiaries
- Drive end-to-end execution of Finance transformation projects with clearly defined measurable outcomes, ensuring timely delivery and sustained stakeholder alignment
- Harness Robotic Process Automation, Workflow Automation, and AI/ML capabilities to surface improvement opportunities and accelerate Record to Report cycles
- Champion a culture of continuous improvement, proactively leading projects that automate, simplify, and enhance Finance processes end to end
- Institutionalize Finance process knowledge by maintaining comprehensive documentation and delivering training materials that build capability across global Finance teams
Who You Are (Success Profile)
- You connect your daily execution to the larger Finance transformation mission, treating every action as a building block for long-term enterprise scalability.
- You operate with high integrity and a bias for action, moving fluidly between strategic roadmap conversations with senior leadership and deep-dive process design sessions with operational teams.
- You excel at translating ambiguous Record to Report challenges into structured, actionable process maps, control frameworks, and transformation roadmaps that Finance and IT teams can execute against.
- You cultivate high-trust relationships across global, matrixed teams using clear, candid communication to align stakeholders, resolve friction, and sustain momentum through complex changes.
- You are a continuous learner who actively explores emerging technologies like AI, automation, and analytics and finds practical ways to apply them to Finance processes.
What We’re Looking for (Minimum Qualifications)
- Demonstrated curiosity and active exploration of AI tools, with a proven history of integrating new technologies to enhance daily workflows and augment problem-solving
- 8+ years of demonstrated experience leading end-to-end Record to Report enterprise Finance process transformations, delivering measurable improvements in close cycle times, control integrity, and operational efficiency
- Deep end-to-end expertise across global Finance functions, with primary depth in Record to Report and working knowledge across Tax and Treasury operations
- Hands-on familiarity with BlackLine, or comparable financial close management platforms
- Proven ability to lead data-driven, Lean-based process transformation applying structured methodologies to identify waste, eliminate inefficiency, and build scalable Finance operating models
What Will Make You Stand Out (Preferred Qualifications)
- Hands-on experience in NetSuite, Coupa as a system of record and with Klarity or similar for AI driven process transformation
- Proven track record of scaling Record to Report processes from the ground up in a high-growth enterprise SaaS or technology company
Skills they ask for
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About Zscaler
Cloud security built around Zero TrustZscaler provides cloud security services built on a Zero Trust architecture for enterprise users, workloads, and applications.
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