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Consulting Operations Analyst II
CohesityConsulting Operations Analyst analyzing Professional Services operations and financial reporting at Cohesity. Collaborating with cross-functional teams to enhance business performance and providing actionable insights.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in PS Operations and Financial Reporting, with a strong ability to analyze data and create dashboards using Salesforce, Tableau, and Excel. Proven track record in translating complex data into actionable insights and recommendations for leadership in a technology or Professional Services environment.
Highest-signal resume keywords
PS Operations ExperienceFinancial ReportingData AnalysisStakeholder ManagementCross-Functional Collaboration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial OperationsBusiness AnalysisDashboard DevelopmentRevenue RecognitionBudgetingForecastingResource PlanningOperational ReportingData VisualizationAnalytical Modeling
Soft Skills
Strong CommunicationProactive Problem SolvingAdaptabilityOperational ExcellenceCustomer Focus
Tools & Technologies
SalesforceTableauExcelClaude
Industry Keywords
Professional ServicesTechnology OrganizationMatrixed EnvironmentGlobal StakeholdersQBR Preparation
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- You will support end-to-end PS operational and financial reporting to build and maintain dashboards, models, and scorecards across Salesforce, Tableau, Claude, and Excel in order to give PS leadership real-time visibility into revenue, utilization, discounting, and overall business performance
- You will also support revenue recognition, budget/forecast cycles, resource planning, and cross-functional QBR preparation — serving as the analytical backbone and go-to business partner for the PS Ops team.
Requirements
What you’ll need- Proven experience in PS Operations, Financial Operations, or Business Analysis within a technology or Professional Services organization (3–5 years preferred)
- Ability to translate complex operational and financial data into clear, executive-ready narratives and recommendations
- Strong communication and stakeholder management skills
- Experience working in matrixed, global technology organizations with cross-functional stakeholders across Finance, Sales, and Delivery
- Passion for operational excellence and using data to drive business outcomes in a high-growth, customer-obsessed environment
- Comfort with ambiguity and change; proactive problem solver.
Benefits
Comp & perks- Professional development opportunities
- Flexible work arrangements