Senior Analyst, Product Finance & Operations

Cohesity isseekinga driven and detail-oriented Sr. Analyst to join our Product Finance & Operations team. This is a hybrid role that blends finance operations and cross-functional support sitting at the intersection of cloud economics royalty management internal process excellence and stakeholder enablement. Reporting to the Director of Product Finance & Operations and working alongside the Manager of Cloud FinOps this individual contributor will serve as a critical point of triage and execution for the team helping to operationalize workflows document processes and ensure incoming requests are resolved efficiently and accurately.

This is not a traditional FP&A role. The ideal candidate bringsoperationalrigor strong organizational instincts and analytical fluency and is equally comfortable operating in a fast-paced request-driven environment managing competing priorities with precision engaging multiplestakeholdersand building durable documentation along the way.

We are a team that embraces AI as a core part of how we work and we expect this person to bring that same mindset.

HOW YOULL SPEND YOUR TIME HERE:

Operations Triage & Process Management

• Maintain clear ownership and status tracking of open items across the team ensuring no requestsfallthrough the cracks and stakeholders are kept informed.

• Identifypatterns in recurring requests and proactively work with the team to develop scalable solutions or self-service tools.

• Collaborate with internal stakeholders including Engineering IT Finance and Deal Management to gatherinputsand drivetimelyoutcomes.

• Own the documentation ofvariousFinOps processes procedures and playbooks building a knowledge base that scales the teams effectiveness.

• Partner with theteamtoidentifyundocumented workflows and translate them into clear replicable standard operating procedures.

• Continuously improve andmaintainexisting documentation as processes evolve ensuring accuracy and accessibility across the team.

• Support the development and upkeep of internal tools trackers and dashboards that improve operational visibility and efficiency.

• Apply structured project management principles to manage deliverables timelines and cross-functional dependencies keeping work organized visible and on track.

Royalty Management

This role plays an active part in managing the teams internal and embedded software royalty obligations spanning forecasting procurement and ongoing tracking.

• Support the forecasting of internal and embedded software royalty obligations working with Finance and Engineering stakeholders to ensureaccurateprojections.

• Manage the purchase requisition andpurchaseorder (PR/PO) process for royalty-related vendors coordinating with Procurement and Accounts Payable to ensuretimelyandaccurateexecution.

• Maintaina centralized royalty tracker covering vendor agreements payment schedules accrual status and any true-up or reconciliation items.

• Assistin the preparation of royalty reporting for internal reviews and governance forums including variance analysis againstforecast.

• Identifyprocess improvements or control gaps in the royalty management workflow and bring forward recommendations to the team.

• Partnerwith Legal Finance and product teams to ensure royalty obligations areproperly reflectedin financial models and budget plans.

Cloud Cost & Financial Analysis

• Support ongoing monitoring analysis and reporting of cloud expenditures across AWS Azure and other platforms.

• Assistinidentifyingcost optimization opportunities and tracking the impact of savings initiatives over time.

• Contribute to financial modelsbusiness cases and ad hoc reporting as directed by the Director Product Finance & Operations.

• HelpmaintainSaaS cost tracking by SKU ensuring data accuracy and integrity.

Stakeholder & Cross-Functional Support

• Provide analytical and operational support to the Deal Management team including deal economics pricing inputs andapprovalworkflows.

• Support preparation of materials and data for senior leadership reviews and governance forums.

• Partner with FinanceDeal ManagementandEngineeringteams to ensure consistent adherence to cloud financial policies and controls.

AI Fluency & Applied Automation

We are a team that actively embraces AI as a productivity multiplier. This person is expected to bring genuine curiosity and practical experience applying AI tools to everyday work not just awareness of the concept.

• Use AI-powered tools (e.g. Claude ChatGPT Copilot) to accelerate research draft communications generate documentation and summarize complex data or threads.

• Apply AI to build or enhance internal process documentation turning meeting notes SOPs or ad hoc guidance into clean structured playbooks faster.

• Leverage AI for financial analysis support: drafting variance commentary summarizing reporting outputsidentifyingpatterns in cost data and generating first-pass models or templates.

• Use AI to triage and prioritize incoming requests developing prompt-based workflows or lightweight tools that help the team respond faster and more consistently.

• Proactivelyidentifyopportunities to automate repetitive tasks or reporting processes using AI orlow-codetools andbring those ideas forward to the team.

• Stay current on emerging AI capabilities relevant to finance andoperations andshare useful techniques or tools with the broader team.

WED LOVE TO TALK TO YOU IF YOU HAVE MANY OF THE FOLLOWING:

• Bachelors degree in Finance Accounting Business Administration ora relatedfield.

• 35 years of experience inan operations roleora hybridfinance/operations role.

• High-level working knowledge of major cloud platforms (AWS AzureGCP) comfort with cloud cost concepts and terminology is expected but deep technical expertise is not.

• Demonstrated ability to leverage AI tools to enhance productivity streamline workflows and support decision making.

• Strong analytical skills with proven experience in Excel Power Query or BI tools (e.g. Tableau Power BI).

• Demonstrated project management skills ability to manage multiple workstreams track deliverables andmaintainclear status visibility across concurrent priorities.

• Exceptional attention to detail witha track recordof producingaccurate well-organized workproductin a high-volume fast-paced environment.

• Collaborative proactive andsolutions-oriented with a continuous improvement orientation.

• Comfortable navigating ambiguity and working cross-functionally across technical and non-technical stakeholders.

Preferred Qualifications

• Experience in a SaaS or cloud-native technology company ideally with exposure to cloud P&L or unit economics.

• Prior experience with royalty management software licensing or vendor obligation tracking.

• Familiarity with FinOps principles and cloud cost management tools (e.g. AWS Cost Explorer Azure Cost ManagementCloudHealth ApptioCloudability).

• Exposure todealmanagement revenue operations or procurement/PO workflows (e.g. Coupa or similar).

• Experience building AI-assisted workflows prompt libraries or lightweight automation tools to improve team efficiency.