Principal, Strategy & Planning

How You'll Spend Your Time Here

Be a critical member of the FP&A team, working closely with Cohesity executives on high priority initiatives.
Lead initiatives and work across teams to inform decisions related to business strategy, annual planning, investment strategy, prioritization, and other ongoing business priorities, enabling insights and improving decision-making velocity.
Proactively identify areas of opportunity for Cohesity from a strategic and operational perspective.
Manage cross-functional project teams to structure complex business critical problems, develop clear hypotheses, conduct analyses, and provide recommendations through a data-driven process.
Support M&A related diligence, including developing investment models, returns analysis, valuations, and exit scenarios. Develop executive level presentation materials related to strategic investments.
Support M&A related integration efforts, working with cross-functional stakeholders on financial planning and synergy realization.
Become an expert on Cohesity’s business model and how it benchmarks against competitors in the market.
Able to seamlessly transition from high-altitude / big picture to diving deep into details to uncover insights, perform financial and market analyses and synthesize a point of view to make recommendations to executive leadership.
Influence across all levels from the front lines to C-suite through effective communication and collaboration.
Tackle ambiguous, open-ended questions, plus quickly develop and iterate to develop a solution.

Qualifications

• 10+ years of related experience in business strategy, operations in tech companies, management consulting firms, or finance
• Strong track record of delivering quantifiable business impact and running large corporate strategy and / or finance projects to desirable outcomes
• Exceptional critical and creative thinking skills including evaluating risks and contingencies, developing structure in ambiguous situations, connecting the dots and demonstrated flexibility in accepting new ideas and pivoting as needed
• Experience identifying patterns and synthesizing disparate data to explain problems and propose recommendations
• Experience breaking down problems to determine key questions/issues, diagnose the root causes, and creating realistic solutions that can be readily executed across the organization
• Highly collaborative and comfortable working across teams cross-functionally. Ability to effectively partner, motivate and inspire stakeholders
• Executive-ready communication and problem-framing/solving skills, including experience working directly with and advising members of the C-suite
• Ability to work quickly in a fast-paced environment while seamlessly transitioning from high-level to a detailed view
• Demonstrated ability to leverage AI tools to enhance productivity, streamline workflows, and support decision making