Deputy Manager- Record to Report Transformation

The Deputy Manager - Record to Report Transformation at Zscaler is responsible for optimizing and automating Record to Report processes while collaborating with cross-functional teams. This role involves documenting current processes, identifying automation opportunities, building a transformation roadmap, and developing process training programs. Additionally, the role entails collaborating with the IT department to design and implement necessary technology solutions.

To qualify for the Deputy Manager - Record to Report Transformation role at Zscaler, candidates should hold a Bachelor’s degree in Finance, Accounting, or a related field, coupled with 6-8 years of experience in financial policies and processes. Familiarity with Record to Report functions, internal controls, and tools like JIRA and NetSuite is also important. Additional qualifications such as a CA, CPA, or MBA will be advantageous.

Zscaler is committed to the professional growth of employees, including those in the Deputy Manager - Record to Report Transformation role. The company provides comprehensive training programs, ongoing education reimbursement, and opportunities for skill development in finance processes and technology. This supportive environment fosters innovation, allowing employees to thrive in their careers.

In the Deputy Manager - Record to Report Transformation position at Zscaler, candidates will work with various technologies, including NetSuite, Floqast, and Salesforce. Knowledge of SaaS solutions and emerging technologies such as RPA, AI, and ML will be critical for successfully transforming finance processes. The ability to leverage collaborative tools like Google Workspace and LucidCharts will also enhance overall effectiveness.

Zscaler values diversity, collaboration, and innovation within its work culture for the Deputy Manager - Record to Report Transformation role. The company fosters an inclusive environment where employees are encouraged to share their ideas and perspectives, contributing to a dynamic and successful organization. Zscaler believes that a supportive culture drives innovation and productivity.

To answer effectively, highlight specific instances where you managed any part of the Record to Report processes, like reconciliations or financial reporting. Discuss how your approach led to efficiencies or improved accuracy in previous roles.

Share examples from past experiences where you successfully worked with teams outside your department. Focus on how clear communication, establishing common goals, and addressing concerns helped facilitate collaboration.

Explain your method for identifying processes that can benefit from automation. Discuss tools or criteria you’ve used to evaluate which tasks yield the most significant benefits when automated, and mention any successful projects.

Demonstrate your knowledge by outlining the importance of internal controls in financial processes and briefly explain the key components of SOX compliance. Include experiences where you have contributed to maintaining or enhancing these controls.

Prepare to detail a specific instance where you conducted training for your colleagues. Explain your approach to delivering the content, the feedback received, and any improvements noticed post-training that showcased its effectiveness.

Discuss your proficiency in tools relevant to the financial sector, such as NetSuite, Floqast, or project management software like JIRA. Mention how you have utilized these tools in past roles to streamline processes or improve reporting accuracy.

Share specific KPIs you have used to monitor financial performance, such as accuracy, speed of closing, or compliance metrics. Discuss how you use these indicators to drive continuous improvements and operational excellence.

Reflect on your risk assessment approach in financial reporting. Talk about identifying critical risks, developing controls to mitigate them, and working with teams to conduct walkthroughs and audits.

Highlight a particular solution you introduced that resulted in measurable improvements, such as time savings or enhanced accuracy. Discuss the challenges faced during implementation and how you addressed them.

Explain your familiarization with collaborative tools crucial for remote work, especially in finance. Share how effective communication and tool usage improved team productivity and maintained engagement despite physical distance.