Senior Manager – Finance Transformation (Record to Report)
Zscaler is hiring a Senior Manager – Finance Transformation (Record to Report) in San Jose, United States. It pays $151k-$215k a year and Level rates it ; you can apply on Zscaler.
Level's read on this job
- On Level's scale, this finance role is Little AI ●○○○: aI is not part of the work.
- Pay on this posting starts 40% higher than the typical finance posting on Level.
- Some of the work can be done remotely, according to the posting.
- The posting mentions Robotic Process Automation, finance transformation and process optimization among its tools and skills.
- Zscaler has 351 other open roles on Level.
AI in this role
Lead global finance transformation and process automation projects focusing on Record to Report procedures.
Zscaler (NASDAQ: ZS) accelerates digital transformation so customers can be more agile, efficient, resilient, and secure. The Zscaler Zero Trust Exchange platform protects thousands of customers from cyberattacks and data loss by securely connecting users, devices, and applications in any location. Distributed across 200+ public data centers globally and thousands of private sites at the edge, the SASE-based Zero Trust Exchange is the world’s largest in-line cloud security platform.
We believe the future of work is Human + AI and are building an AI-native enterprise where human potential is amplified by machine intelligence to solve the world’s hardest security challenges. Driven by deep customer obsession, we are committed to the mission, outcome, and to each other. We bring these commitments to life through three core behaviors: ownership and collaboration, trust through outcomes and impact, and a challenge culture with ongoing feedback. Ready to make an impact at the company pioneering security transformation in the AI era? Join us at Zscaler.
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 USDAt 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.
How we rate this
Senior Manager – Finance Transformation (Record to Report) at Zscaler rates 20 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.
Little AI. AI is not part of the work.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.
Prepare for this job
Built from this posting and from similar jobs on Level.
Skills and AI tools this role asks for
Also common in finance jobs at this level
Pay
- This job starts at
- $151k
- Typical finance job
- $107k
This posting starts 40% above the typical finance job. See finance jobs
Questions you could be asked
- Tell me about a project where finance transformation was part of your work. What did you do?
- Tell me about a project where process optimization was part of your work. What did you do?
- Tell me about a project where record to report was part of your work. What did you do?
- Tell me about a project where automation was part of your work. What did you do?
- Tell me about a project where change management was part of your work. What did you do?
Adapt your resume
- List these exact terms on your resume: Finance Transformation, Process Optimization, Record To Report, Automation, and Change Management. An applicant tracking system matches the wording, not the idea.
- Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.
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