Senior Manager, Sales Finance Strategy & Planning

Cohesity•Portland, OR

1d•Hybrid

About The Position

Cohesity is a leader in AI-powered data security and management. Aided by an extensive ecosystem of partners, Cohesity makes it easy to secure, protect, manage, and get value from data — across the data center, edge, and cloud. Cohesity helps organizations defend against cybersecurity threats with comprehensive data security and management capabilities, including immutable backup snapshots, AI-based threat detection, monitoring for malicious behavior, and rapid recovery at scale. We’ve been named a Leader by multiple analyst firms and have been globally recognized for Innovation, Product Strength, and Simplicity in Design. Join us on our mission to shape the future of our industry. We’re looking for someone with an analytical mind and strong knowledge of finance who is a self-starter and a great communicator. You should be passionate about driving operational change and thrive in the fast-paced environment of a scaling technology company. The ideal candidate possesses deep FP&A experience and an AI-first mindset. This role sits at the intersection of strategy, modeling, and execution. You will be responsible for operationalizing AI-native tools and automation to shift focus from manual data aggregation to high-impact analysis, acting as a strategic advisor to drive executive decision-making.

Requirements

Deep experience managing SaaS or high-growth metrics (Bookings, Billings, ARR/Revenue) and a strong understanding of how sales cycles impact financial statements.
A curiosity to look beyond the "what" of the numbers to explain the "why," with the initiative to proactively solve complex business problems, using AI-native tools to provide faster, more accurate analysis.
The ability to distill complex financial data into clear, concise narratives for VPs and non-financial leaders.
A track record of thriving in fast-paced environments, with a proven ability to manage and lead high-priority projects and influence cross-functional stakeholders.
Expert-level Excel skills combined with a 'future-of-finance' toolkit. You are comfortable using AI assistants to write scripts, automate repetitive reporting workstreams, and build models that are scalable and resilient.
Demonstrated ability to leverage AI tools to enhance productivity, streamline workflows, and support decision making.
Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or equivalent experience is a plus.
Minimum of 7+ years of relevant experience in FP&A, Sales Finance, or Strategic Finance, preferably within a fast-paced technology or SaaS company.
Strong proficiency with financial systems (e.g., Adaptive Insights, NetSuite, Salesforce, and Tableau) and a proven ability to operationalize AI-native tools (e.g. Claude, ChatGPT, Cursor)

Nice To Haves

MBA and/or CPA strongly preferred

Responsibilities

Lead the short-range forecasting process for topline performance. Drive predictability, accountability and accuracy across key metrics including Bookings, Billings, and Revenue by implementing predictive modeling.
Own the end-to-end financial management for the Sales & Marketing organization, including budgeting, monthly close, and global consolidation of opex and headcount.
Act as the primary finance lead for multiple VPs across the GTM organization. Provide data-driven recommendations on resource allocation, sales productivity, and investment ROI.
Leverage AI-driven analytics and automation tools to shift the team from manual data aggregation to high-value analysis. You will use these technologies to identify non-obvious trends in GTM health and pipeline risks that traditional modeling might miss.
Lead quarterly and annual planning cycles for the sales organization, translating corporate growth targets into departmental financial impacts and quotas.
Build and maintain strong relationships with Corporate Finance, Sales Operations, Accounting, etc. to ensure data integrity, streamline GTM workflows, and align departmental goals with the long-range financial plan.