Senior Manager – Finance Transformation (Record to Report)

Posted 56 Minutes Ago
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2 Locations
Remote or Hybrid
151K-215K Annually
Senior level
Cloud • Information Technology • Security • Software • Cybersecurity
Secure, simplify, and transform your enterprise with zero trust.
The Role
Leads global Record to Report finance transformation by standardizing processes, strengthening controls, driving automation, documenting workflows, and delivering measurable improvements. The role manages transformation projects, applies Lean methodologies, uses AI/ML and automation tools, builds governance frameworks, and develops training for global Finance teams. It requires deep Record to Report expertise, working knowledge of Tax and Treasury, and experience with financial close platforms in high-growth technology environments.
Summary Generated by Built In

About Zscaler

Zscaler accelerates digital transformation to ensure our customers can be more agile, efficient, resilient, and secure. As an AI-forward enterprise, we are constantly pushing the envelope, leveraging the world’s largest security data lake to power our cloud-native Zero Trust Exchange platform. This innovation protects our customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location.

Here, impact in your role matters more than title and trust is built on results. We say, impact over activity. We seek innovators who actively use AI to amplify their impact and who thrive in an environment where we leverage intelligent systems to stay ahead of evolving threats. We believe in transparency and value constructive, honest debate—we’re focused on getting to the best ideas, faster. We build high-performing teams that can make an impact quickly and with high quality. To do this, we are building a culture of execution centered on customer obsession, collaboration, ownership, and accountability.

We value high-impact, high-accountability with a sense of urgency where you’re enabled to do your best work and embrace your potential. If you’re driven by purpose, thrive on solving complex challenges, and want to be part of the team that’s helping to secure the AI age, we invite you to bring your talents to Zscaler and help shape the future of cybersecurity.

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

#LI-NH1 #LI-Hybrid

Zscaler’s salary ranges are benchmarked and are determined by role and level. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position across all US locations and could be higher or lower based on a multitude of factors, including job-related skills, experience, and relevant education or training.

The base salary range listed for this full-time position excludes commission/ bonus/ equity (if applicable) + benefits.

Base Pay Range
$150,500$215,000 USD

At Zscaler, we are committed to building a team that reflects the communities we serve and the customers we work with. We foster an inclusive environment that values all backgrounds and perspectives, emphasizing collaboration and belonging. Join us in our mission to make doing business seamless and secure.

Our Benefits program is one of the most important ways we support our employees. Zscaler proudly offers comprehensive and inclusive benefits to meet the diverse needs of our employees and their families throughout their life stages, including:

  • Various health plans
  • Time off plans for vacation and sick time
  • Parental leave options
  • Retirement options
  • Education reimbursement
  • In-office perks, and more!

Learn more about Zscaler's hybrid working model and benefits here.

By applying for this role, you adhere to applicable laws, regulations, and Zscaler policies, including those related to security and privacy standards and guidelines.

Zscaler is committed to providing equal employment opportunities to all individuals. We strive to create a workplace where employees are treated with respect and have the chance to succeed. All qualified applicants will be considered for employment without regard to race, color, religion, sex (including pregnancy or related medical conditions), age, national origin, sexual orientation, gender identity or expression, genetic information, disability status, protected veteran status, or any other characteristic protected by federal, state, or local laws. See more information by clicking on the Know Your Rights: Workplace Discrimination is Illegal link.

Pay Transparency

Zscaler complies with all applicable federal, state, and local pay transparency rules.

Zscaler is committed to providing reasonable support (called accommodations or adjustments) in our recruiting processes for candidates who are differently abled, have long term conditions, mental health conditions or sincerely held religious beliefs, or who are neurodivergent or require pregnancy-related support.

Skills Required

  • Active exploration and integration of AI tools to improve workflows and problem-solving
  • 8+ years of experience leading end-to-end Record to Report enterprise Finance process transformations
  • Experience delivering improvements in close cycle times, control integrity, and operational efficiency
  • Deep expertise across global Finance functions, especially Record to Report
  • Working knowledge of Tax and Treasury operations
  • Hands-on familiarity with BlackLine or comparable financial close management platforms
  • Experience leading data-driven, Lean-based process transformation
  • Experience with NetSuite and Coupa as systems of record
  • Experience with Klarity or similar AI-driven process transformation tools
  • Experience scaling Record to Report processes in a high-growth enterprise SaaS or technology company

What the Team is Saying

Zscaler Compensation & Benefits Highlights

  • Healthcare Strength Benefits include multiple medical plan choices, vision coverage, and robust mental‑health resources such as Lyra, 24/7 EAP access via Telus, and Calm app access. Disability and life insurance are also company‑paid in many cases, and some regions offer virtual primary care and screenings.
  • Leave & Time Off Breadth Time off is described as flexible for many salaried roles, with generous PTO/holidays and paid sick, bereavement, and military leave. Region‑specific pages indicate the company regularly reviews and updates leave programs.
  • Parental & Family Support U.S. materials outline fully paid bonding time for all parents and disability coverage for birthing parents, plus a paid ramp‑back option after leave. Family‑building support and adoption assistance are noted on benefits pages.

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The Company
HQ: San Jose, CA
8,697 Employees
Year Founded: 2007

What We Do

Zscaler accelerates digital transformation so our customers can be more agile, efficient, resilient, and secure. Our cloud native Zero Trust Exchange platform protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location.

Why Work With Us

Our impact comes from how we work—every day, in every decision, as one team. Our values and leadership principles are more than words; they're our operating system. They fuel a culture of execution where trust, transparency, and accountability help us deliver meaningful results for our customers, colleagues, and our company. www.zscaler.com/culture

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Zscaler Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: 3 days a week
HQSan Jose Headquarters
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