This role sits at the center of a fast-scaling GTM org on an AI-native transformation journey. You'll be expected to keep pace with rapid growth, bring order to ambiguity, and continuously challenge how the finance function operates — not just run the existing playbook. Reporting to Director Finance, they will drive the end-to-end GTM annual planning process, ROI frameworks, and other financial reporting to finance and sales leaders. We are looking for an AI-native leader who treats AI as a default part of their workflow — automating recurring reporting, building self-serve analytics, and using LLM-based tools to move faster and go deeper than a traditional finance function.Their work will have high visibility and impact on senior leadership at Rubrik.
This position will be based in Palo Alto, California and will require in-office attendance 3 days a week.
Responsibilities:
Central Planning
- Align Corporate Finance, Field Finance, and Sales Ops leadership to establish a single source of truth for top-line metrics, headcount, and OpEx
- Build and maintain reporting around dynamic headcount landscape across the broader sales org, develop best-practices across different pockets of the team
- Develop a comprehensive ROI framework to evaluate sales team performance across diverse product lines, leveraging key metrics across productivity, quota attainment, and operational expenses. Weave it into recommendations for the GTM team
- Build AI-assisted, automated workflows for recurring reporting, BvA, and forecasting — Architect AI-driven FP&A workflows and automated reporting pipelines, shifting team capacity from data aggregation to high-value strategic analysis
Business Partnering with Sales Engineering & Global Partner Org
- A trusted business and analytical partner to Sales and Finance leaders — translates data into clear recommendations and influences decisions, not just reports on them
- Construct & present monthly and quarterly review of Sales Engineering & Alliances performance to Sales and Finance Executive Leaders.
- Collaborate with Channel Ops team to develop Channel ROI framework; Monitor the Channel efficiency including Bookings & Pipeline productivity through that lens
- Collaborate with Sales Engineering leadership to build an SE evaluation framework; track SE effectiveness through technical stage progression rates and AE-to-SE leverage ratios
- Own headcount management for Sales Engineering & Alliances. Collaborate with Sales Ops and Recruiting to maintain accurate source of truth for actuals & forecasts
Commissions
- Collaborate with the commissions team (residing under Ops), Accounting
- Design and cost (cash and opex) the impact of new commission plans
- Conduct a monthly cash and opex BvA
- Forecast the short and long term cash and opex costs
- Evaluate the ROI of commission structures and quota attainment across product lines and sales teams
Essential Skills & Experience
- Driven ambiguous projects independently; identified gaps and anticipated problems before they had a major impact on the business. Served as a subject-matter expert who defines project scope, identifies gaps (strategic vs. tactical), provides recommendations, and drives results via cross-functional collaboration
- 8+ years of related experience with a Bachelor’s degree; or 6 years and a Master’s degree
- Advanced Excel & Google Sheets skills, Demonstrated use of AI tools (e.g., LLM assistants, Claude, agents) to automate analysis, build workflows, or accelerate reporting — with the judgment to validate AI output for accuracy.
- Excellent analytical and written communication skills & attention to detail
- -Thrives in a high-growth, fast-changing environment — comfortable with shifting priorities, incomplete information, and tight timelines environment to meet deadlines with efficiency and accuracy
- Instinct to identify broken, manual, or repetitive processes and redesign them — comfortable respectfully challenging the status quo and proposing better ways of working, even when 'that's how we've always done it
It is helpful, but not required to have
- Experience with Adaptive Insights, NetSuite, Salesforce, Tableau, Workday, Coupa
- Prior experience managing headcount and conducting BvA calls (Budget vs Actual)
- Experience with sales bookings plan, expense plan, sales headcount ratios
#LI-Hybrid
Rubrik (RBRK), the Security and AI Operations Company, leads at the intersection of data protection, cyber resilience, and enterprise AI acceleration. Rubrik Security Cloud delivers complete cyber resilience by securing, monitoring, and recovering data, identities, and workloads across clouds. Rubrik Agent Cloud accelerates trusted AI agent deployments at scale by monitoring and auditing agentic actions, enforcing real-time guardrails, fine-tuning for accuracy and undoing agentic mistakes.
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Inclusion @ RubrikAt Rubrik, we are dedicated to fostering a culture where people from all backgrounds are valued, feel they belong, and believe they can succeed. Our commitment to inclusion is at the heart of our mission to secure the world’s data.
Our goal is to hire and promote the best talent, regardless of background. We continually review our hiring practices to ensure fairness and strive to create an environment where every employee has equal access to opportunities for growth and excellence. We believe in empowering everyone to bring their authentic selves to work and achieve their fullest potential.
Our inclusion strategy focuses on three core areas of our business and culture:Our Company: We are committed to building a merit-based organization that offers equal access to growth and success for all employees globally. Your potential is limitless here.
Our Culture: We strive to create an inclusive atmosphere where individuals from all backgrounds feel a strong sense of belonging, can thrive, and do their best work. Your contributions help us innovate and break boundaries.
Our Communities: We are dedicated to expanding our engagement with the communities we operate in, creating opportunities for underrepresented talent and driving greater innovation for our clients. Your impact extends beyond Rubrik, contributing to safer and stronger communities.
Rubrik 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, or protected veteran status and will not be discriminated against on the basis of disability.
Rubrik provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Rubrik complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please contact us at [email protected] if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
EEO IS THE LAW
NOTIFICATION OF EMPLOYEE RIGHTS UNDER FEDERAL LABOR LAWS
Skills Required
- 8+ years of related experience with a Bachelor's degree; or 6 years and a Master's degree
- Advanced Excel & Google Sheets skills
- Excellent analytical and written communication skills
- Ability to work well in cross-functional teams and build strong working relationships with key partners
- Demonstrated ability to prioritize and manage multiple assignments in a fast-paced environment to meet deadlines with efficiency and accuracy
- Excellent attention to detail
- Experience with Adaptive Insights, NetSuite, Salesforce, Tableau, Workday, Coupa
- Prior experience managing headcount and conducting Budget vs Actual (BvA) calls
- Experience with sales bookings plan, expense plan, and sales headcount ratios
What the Team is Saying
Rubrik Compensation & Benefits Highlights
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Healthcare Strength — Multiple UMR and Kaiser plans feature 100% covered preventive care and low employee premiums on HDHPs, with employer HSA funding of $900 (individual) or $1,800 (family). Modern Health adds depth with 10 therapy and 10 coaching sessions at no cost.
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Parental & Family Support — Inclusive fertility coverage via Progyny offers concierge support and access to a broad specialist network. Paid parental and family-care leaves are described as generous, with disability top‑up pay noted even if exact weeks aren’t publicly listed.
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Equity Value & Accessibility — An ESPP provides a 15% discount with a lookback across a 24‑month offering period and four 6‑month purchase windows. This structure makes equity participation accessible and valuable for a public company.
Rubrik Insights
What We Do
Rubrik (NYSE: RBRK), the Security and AI Operations Company, leads at the intersection of data protection, cyber resilience, and enterprise AI acceleration. Rubrik Security Cloud delivers complete cyber resilience by securing, monitoring, and recovering data, identities, and workloads across clouds. Rubrik Agent Cloud accelerates trusted AI agent deployments at scale by monitoring and auditing agentic actions, enforcing real-time guardrails, fine-tuning for accuracy and undoing agentic mistakes.
Why Work With Us
At Rubrik, we believe in the Power of You. You have limitless potential to grow, innovate, and create meaningful impact. United by our purposeful mission, we empower you to boldly pursue your ambitions, shape the future of cybersecurity, and make your unique mark on what we're building. Join us, and unlock your infinite potential.
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Rubrik Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
