Director – Sales Finance @ Zscaler

Director – Sales Finance

Posted on 2/28/2023

INACTIVE

5,001-10,000 employees

Cloud-based information security company

Company Overview

Zscaler’s mission is to empower organizations to realize the full potential of the cloud and mobility by securely connecting users to applications from any device, anywhere. The company has pioneered a security cloud that has shifted architectural design and approach to network security. With their unique security cloud, the company has created a Zero Trust Exchange platform with their security cloud to enable businesses to reduce cost, risk, simplify IT, and increase business agility.

Locations

San Jose, CA, USA

Experience Level

Entry

Junior

Mid

Senior

Expert

Desired Skills

Sales

Salesforce

Tableau

Communications

CategoriesNew

Finance & Banking

Requirements

10+ years experience in finance at a high growth, enterprise tech company, specifically Sales Finance experience focused on SaaS a plus. MBA preferred
Ability to influence business partners and provide recommendations in order to drive decision-making and execution
Experience driving planning and forecasting processes, including coordination, communication, managing deadlines
Strong analytical and problem-solving skills
Excellent communication skills, verbal and written, with the ability to partner effectively with all levels of the organization
Ability to manage competing priorities and tasks in a fast-paced, deadline-driven environment while maintaining a high level of precision and attention to detail
Experience developing and improving processes in support of growth and scaling the business
Proficient in Adaptive Insights, NetSuite, Tableau, Salesforce.com, Clari, and/or other comparable software systems, a plus

Responsibilities

Serve as the finance business partner to the GTM teams noted above
Drive the annual planning and monthly / quarterly forecasting processes
Work cross functionally to support the long range planning process, representing these key business areas in the process
Manage headcount and operating expenses, identifying areas of opportunity that could yield better returns and/or highlight areas of risk to the business
Develop and track metrics, KPIs, and leading and lagging indicators of operational success to top line performance
Deep dive on business investments to understand productivity, cost to book/serve, and other key metrics. Enhance and/or develop drivers and ROI based frameworks to further support investment decision making
Identify opportunities to build and/or streamline processes, policies, and tools to enable efficiency and scale. Work cross functionally to drive change
Own the development of presentation materials and narratives to support leadership meetings, QBRs, BOD, or other
Provide ad hoc analysis and support based on business needs
Develop and mentor a finance manager and scale support for the business over time as the business grows

Job Description

The Director, Sales Finance is a leadership position focused on supporting our GTM organization, specifically AMS, Public Sector, Channel, Solution Engineering, and Commercial businesses. In this role you will partner with key stakeholders and cross functional partners to lead the financial planning, forecasting, and reporting processes, while also developing key metrics and analysis to inform investment decisions and priorities. The ideal candidate will have strong business acumen and a deep understanding of Cloud / SaaS / Sales, and experience building and/or improving processes, policies, and tools to efficiently support scaling the business in a high growth environment.

What you will do:

Serve as the finance business partner to the GTM teams noted above
Drive the annual planning and monthly / quarterly forecasting processes
Work cross functionally to support the long range planning process, representing these key business areas in the process
Manage headcount and operating expenses, identifying areas of opportunity that could yield better returns and/or highlight areas of risk to the business
Develop and track metrics, KPIs, and leading and lagging indicators of operational success to top line performance
Deep dive on business investments to understand productivity, cost to book/serve, and other key metrics. Enhance and/or develop drivers and ROI based frameworks to further support investment decision making
Identify opportunities to build and/or streamline processes, policies, and tools to enable efficiency and scale. Work cross functionally to drive change.
Own the development of presentation materials and narratives to support leadership meetings, QBRs, BOD, or other
Provide ad hoc analysis and support based on business needs
Develop and mentor a finance manager and scale support for the business over time as the business grows

Qualifications

10+ years experience in finance at a high growth, enterprise tech company, specifically Sales Finance experience focused on SaaS a plus. MBA preferred.
Ability to influence business partners and provide recommendations in order to drive decision-making and execution
Experience driving planning and forecasting processes, including coordination, communication, managing deadlines
Strong analytical and problem-solving skills
Excellent communication skills, verbal and written, with the ability to partner effectively with all levels of the organization
Ability to manage competing priorities and tasks in a fast-paced, deadline-driven environment while maintaining a high level of precision and attention to detail
Experience developing and improving processes in support of growth and scaling the business
Proficient in Adaptive Insights, NetSuite, Tableau, Salesforce.com, Clari, and/or other comparable software systems, a plus