Senior Financial Analyst – Americas, Channel and Alliances Finance

Cohesity

. Partner with the Americas sales team and channel and alliances leaders on annual planning, quarterly forecasting, and monthly close processes .

Posted 10/6/2026full-timeSanta Clara • California • United StatesSenior💰 $158,400 - $176,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning and analysis, leveraging AI tools for financial modeling and scenario planning. Proficient in developing KPIs, automating processes, and delivering actionable insights to support strategic business decisions.

Highest-signal resume keywords

Financial Planning And AnalysisAI-First MindsetFinancial ModelingSalesforceERP And Planning Tools

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningData AnalysisKPI DevelopmentFinancial ReportingScenario PlanningAccounting PrinciplesAutomationBusiness Performance AnalysisPresentation SkillsCross-Functional Collaboration

Soft Skills

Analytical SkillsAttention To DetailCommunication SkillsCollaboration SkillsDesire To Learn

Tools & Technologies

AI ToolsClaudeAdaptive InsightsNetSuite

Certifications & Qualifications

Bachelor’s Degree In FinanceMBACPA

Industry Keywords

TechSaaSGo-To-MarketP&L Management

Tech Stack

Tools & technologies

ERPGo

About the role

Key responsibilities & impact

Partner with the Americas sales team and channel and alliances leaders on annual planning, quarterly forecasting, and monthly close processes
Own and support P&L financial planning for headcount and other operating expenses
Leverage AI to build and maintain financial models for scenario planning and business decisions
Collaborate with Corporate Finance, Revenue Operations, Talent Acquisition, and HR
Develop and track KPIs, automate manual processes, and build dashboards
Prepare and deliver financial reports and presentations for leadership
Highlight financial insights and recommendations
Support ad hoc strategic projects, business model transitions, and operational initiatives
Analyze business performance, identify trends, and contribute data-driven insights

Requirements

What you’ll need

Bachelor’s degree in Finance, Accounting, Economics, or related field
MBA or CPA is a plus
5–8 years of experience in financial planning and analysis, preferably in tech or SaaS environments
Prior experience supporting Sales or Go-to-Market functions is strongly preferred
Strong analytical skills and ability to synthesize complex data into actionable insights
Desire to learn and a roll-up-your-sleeves attitude
AI-first mindset
Working knowledge of Claude or another AI tool is highly preferred
Ability to manage multiple priorities in a fast-paced environment with attention to detail
Proficiency in financial modeling and understanding of accounting principles
Experience with ERP and planning tools such as Salesforce, Adaptive Insights, or NetSuite
Excellent communication and collaboration skills; comfortable working with cross-functional teams
Demonstrated ability to leverage AI tools to enhance productivity, streamline workflows, and support decision-making
Candidates outside the area must be committed to relocating before their start date and have the legal right to work in the job location

Benefits

Comp & perks

Bonus compensation may be available
Commission may be available if in a sales function
Equity grants may be available
Health and wellness benefits
Vacation
Paid holidays
Refresh days
401(k) retirement plan
Life and disability insurance coverages
Other benefits the Company may offer from time to time
Hybrid work from core offices 2–3 days a week of employees’ choosing