Cohesity: Senior Manager, Finance Strategy & Planning

We’re looking for a forward-thinking finance leader with an analytical mind who thrives in the fast-paced environment of a scaling technology company. The ideal candidate possesses robust finance acumen, a strong mastery of SaaS business models, and an AI-first mindset.  

As a core pillar of our GTM Finance team, this role sits at the intersection of strategy, modeling, and execution. You will partner closely with the Office of the CFO and the Office of the CRO to solve complex business problems ranging from strategic planning and business modeling to the cross-functional design and execution of GTM initiatives. You will be responsible for operationalizing AI-native tools and automation, driving high-impact analysis and executive decision-making as a trusted strategic advisor. 

This position reports to the Finance Director, Sales Strategy & Planning.   

HOW YOU’LL SPEND YOUR TIME HERE:   

• Strategic Initiative Leadership & Decision Velocity: Mobilize and lead cross-functional teams to dissect complex, business-critical problems. You will structure data-driven hypotheses, orchestrate deep analytical review, and deliver recommendations that actively shape GTM strategy, resource prioritization, and investment decisions. 

• Topline Management & Architecture: Lead the short-range forecasting process for Bookings, Billings, and Revenue. Beyond tracking, you will build and use predictive modeling to identify growth levers and provide early-warning signals across key metrics. 

• Executive & Board-Level Reporting: Lead the creation of high-impact reporting and financial narratives for executive and board-level consumption. By leveraging AI-native analytics, you will increase reporting velocity and visibility to GTM trends, performance metrics, and strategic risks. 

• Integrated Planning: Lead quarterly and annual planning cycles for the sales organization, translating corporate growth targets into departmental financial impacts and quotas. 

• Strategic Business Partnership: 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. 

• Cross-Functional Collaboration: 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. 

WE’D LOVE TO TALK TO YOU IF YOU HAVE MANY OF THE FOLLOWING:   

• Topline Expertise: Deep experience managing SaaS or high-growth metrics (Bookings, Billings, ARR/Revenue) and a strong understanding of how sales cycles impact financial statements. 

• Strategic Mindset: 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. 

• Communication Mastery: The ability to distill complex financial data into clear, concise narratives for VPs and non-financial leaders. 

• Agility: 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.  

• Advanced Modeling: 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.

YOUR EXPERIENCE:   

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or equivalent experience is a plus. 

• Minimum of 5+ 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)