Senior Product Analyst II, R&D Portfolio Strategy (San Francisco) Job at IBM, San Francisco, CA

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  • IBM
  • San Francisco, CA

Job Description

A career in IBM Software means you'll be part of a team that transforms our customer's challenges into industry-leading solutions. We are an infinitely curious team, always seeking new possibilities, and dedicated to creating the world's leading AI-powered, cloud-native software solutions.

This position involves contributing to HashiCorp's offerings, now part of IBM, which empower organizations to automate and secure multi-cloud and hybrid environments. You will join a team managing the lifecycle of infrastructure and security, enhancing IBM's cloud solutions to ensure enterprises achieve efficiency, security, and scalability in their cloud journey.

Introduction to the Role

HashiCorps R&D Portfolio Strategy team is central to our R&D organization and closely connected to product management, engineering, design, product marketing, support, and go-to-market (GTM) teams. Our mission is to align R&D execution with corporate strategy through unified portfolio planning, optimized resource allocation, clear strategic analysis, and outcome-focused enablement.

As a Senior Portfolio Strategy Analyst, you will play a pivotal role in translating our product development efforts into tangible financial outcomes, driving critical investment decisions, and navigating a dynamic data landscape following the IBM acquisition. This is an internally focused role with high executive visibility, emphasizing data-driven financial insights to support our internal teams in maximizing business growth and strategic impact.

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.
  • Strategic Resourcing: Take primary responsibility for the financial and reporting aspects of our global resourcing prioritization strategy, including contributing to the overall strategy framework.
  • 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.
  • Corporate Development & M&A: Serve as the strategic finance expert for corporate development and M&A opportunities.
  • 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.

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.
  • Technical Skills: Advanced proficiency in Excel for complex financial modeling. Strong SQL skills are essential for independent data extraction and analysis.
  • Data-Driven Mindset: Proven ability to leverage data to inform strategic decision-making, identify root causes, and build strategic frameworks to solve problems.
  • Action-Oriented: Demonstrated ability to get things done and solve problems, driving important projects forward despite challenges.
  • Effective Communication: 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.

Preferred Experience

  • Experience with data analysis (Python, e.g.). Familiarity with Business Intelligence (BI) tools such as Sigma or Tableau.
  • 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.

This job can be performed from anywhere in the US.

Equal Employment Opportunity : IBM is an equal opportunity employer, and we welcome applicants from diverse backgrounds.

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Job Tags

Full time,

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