Channel & Alliances Finance, Senior Finance Manager

Cohesity•Santa Clara, CA

1d•$184,500 - $205,000•Hybrid

About The Position

The Channel & Alliances Senior Finance Manager partners with channel leadership and cross-functional stakeholders to lead financial planning, forecasting, rebate program analysis, and performance reporting across Cohesity’s global partner ecosystem. Reporting to the Director of GTM Finance, this high-visibility role supports the Worldwide Field Organization by turning complex financial data into actionable insights and recommendations. It applies financial rigor and an AI-first approach to improve analysis, automate workflows, and help leaders make informed decisions. The role covers annual operating plans, quarterly forecasts, monthly close processes, bookings, headcount, operating expenses, and partner program investments. It models and evaluates the economics and return on investment of partner incentive programs, including deal registration rebates, performance rebates, and SPIFF structures, and maintains accurate accruals. The manager develops GTM financial packages, dashboards, KPIs, and automated reporting frameworks that provide visibility into partner performance, bookings attainment, and expenses. The position also leads process improvement and strategic projects, including operationalizing partner programs and supporting business model and go-to-market transitions. It works closely with Corporate Finance, Revenue Operations, Accounting, Talent Acquisition, HR, Analytics, and global colleagues, including the offshore finance team in India. The manager prepares executive-ready reports and presentations and helps mentor colleagues while building scalable analytical capabilities.

Requirements

Bachelor's degree in Finance, Accounting, Economics, Computer Science, Mathematics, Statistics, or a related analytical field.
8–12 years of progressive experience in FP&A, Sales Finance, or Channel Finance in a high-growth technology or SaaS environment.
Exceptional analytical ability, including synthesizing large, complex datasets into actionable insights for executive decisions.
Ability to manage competing priorities accurately and calmly in a fast-paced, high-growth environment and meet deadlines with attention to detail.
Advanced proficiency in financial modeling and scenario analysis, and a solid command of accounting principles in a technology business context.
Hands-on experience with enterprise ERP and financial planning tools.
Outstanding communication, storytelling, and stakeholder management skills, including the ability to influence and collaborate with cross-functional teams and senior leaders.
Practical experience using AI tools, automation, or intelligent analytics to accelerate financial analysis, reduce manual work, and improve output quality.
Intellectual curiosity and willingness to question the status quo and promote rigor in complex decisions.

Nice To Haves

MBA or CPA.
Experience supporting Partner Go-to-Market ecosystems and deep understanding of the financial dynamics of distributors, resellers, GSIs, MSPs, and OEMs.
Proficiency with Salesforce, Tableau, Adaptive Insights, and NetSuite.

Responsibilities

Serve as a finance business partner to Channel & Alliances leadership and lead annual operating plans, quarterly forecasts, and monthly close processes.
Translate financial results into strategic recommendations, identify risks, and help channel leaders make timely decisions.
Understand channel routes to market, including distributors, resellers, GSIs, MSPs, and OEMs, to forecast program spend and model financial scenarios.
Lead monthly and quarterly close analysis for bookings, headcount, operating expenses, and partner program investments.
Own financial modeling and ROI analysis for partner incentive programs, including deal registration rebates, performance rebates, and SPIFF structures; ensure accurate accruals.
Develop and publish GTM financial packages and dashboards covering partner performance, bookings attainment, and expense tracking.
Define and maintain KPIs with the Analytics team and build scalable, automated reporting frameworks.
Identify opportunities to apply AI, automation, and intelligent analytics to improve accuracy and reduce analysis cycle time.
Build and deploy operational tools, such as automated rebate accrual pipelines, intelligent variance detection, and self-serve financial dashboards.
Use AI-assisted analysis to synthesize complex datasets into concise, executive-ready narratives.
Lead process improvement initiatives across the Channel & Alliances finance function.
Lead or support strategic projects, including new partner program operationalization, business model transitions, and go-to-market evolution initiatives.
Partner cross-functionally with Corporate Finance, Revenue Operations, Accounting, Talent Acquisition, HR, and other stakeholders.
Prepare and deliver financial reports and executive presentations that support leadership alignment and decisions.
Collaborate with and mentor colleagues across global teams, including the offshore finance team in India.