Senior Product Analyst II

Summary

Join HashiCorp's R&D Portfolio Strategy team as a Senior Portfolio Strategy Analyst and play a pivotal role in translating product development into financial outcomes. Lead ROI analysis for strategic projects, manage financial aspects of global resourcing, develop revenue models, and serve as a strategic finance expert for M&A opportunities. Prepare and deliver presentations on financial insights to senior leadership. This role requires strong financial modeling, data analysis, and communication skills. The position offers high executive visibility and the opportunity to significantly impact business growth and strategic decision-making within a dynamic data landscape following the IBM acquisition.

Requirements

• Experience: 8+ years of progressive experience in finance or consulting, with a strong preference for backgrounds in: Investment Banking, Strategic Finance at a technology company, Corporate FP&A, Management Consulting with a finance focus
• Advanced proficiency in Excel for complex financial modeling
• Strong SQL skills are essential for independent data extraction and analysis
• Proven ability to leverage data to inform strategic decision-making, identify root causes, and build strategic frameworks to solve problems. You are capable of reducing qualitative problems to recommendations backed by data
• Demonstrated ability to "get things done" and solve problems, driving important projects forward despite challenges like fragmented data or lack of alignment
• Excellent written and verbal communication skills, with a high degree of executive presence to effectively present complex financial insights and influence decisions at the highest levels

Responsibilities

• Strategic Investment & Impact Analysis: Lead in-depth Return on Investment (ROI) analysis for strategic projects and significant resourcing initiatives, specifically measuring the impact of strategic recommendations. This includes M&A opportunities. Develop models and provide data-backed recommendations to senior leadership
• Strategic Resourcing: Take primary responsibility for the financial and reporting aspects of our global resourcing prioritization strategy, including contributing to the overall strategy framework. This involves modeling and reporting on headcount and investments across high-cost US roles and lower-cost India-based roles
• Top-Line Revenue Forecasting: Develop expected revenue models for each of our products, including segmentation by geography, in connection with the Sales Operations and IBM Finance teams. Drive the translation of how the products we build directly impact revenue growth, including modeling IBM synergy business cases
• Corporate Development & M&A: Serve as the strategic finance expert for corporate development and M&A opportunities. Provide crucial financial context and analysis to guide strategic decision-making
• Executive Communication & Partnership: Prepare and deliver high-impact presentations on complex financial insights and strategic recommendations to R&D leadership and the heads of each product group. Ensure clear, concise, and compelling communication for executive-level stakeholders
• Among other responsibilities, as required by the business unit

Preferred Qualifications

• A degree in Finance, Economics, Business Administration, or a related quantitative field (MBA, e.g.)
• Experience navigating financial reporting in large, complex organizations (post-acquisition integration, e.g.)
• Familiarity with software product lifecycle economics and investment analysis
• Experience with data analysis (Python, e.g.). Familiarity with Business Intelligence (BI) tools such as Sigma or Tableau